The BluMont Core Hedge Fund's market neutral strategy strives to deliver consistent and predicatable absolute returns. 

Effective July 1, 2010 Sherpa Asset Management became the investment manager for the BluMont Core Hedge Fund.

How to Invest

For more information on this solution, contact your financial advisor.  If you are interested in investing in this solution directly with BluMont Capital, please click here to email us or call 1.866.473.7376.

Commissions, trailing commissions, management fees and expenses all maybe associated with pooled investment funds. Pooled funds are not guaranteed, their values change frequently and past performance may not be repeated. This communication contains certain information about BluMont funds but is not, and under no circumstances is it to be construed as a public offering to sell, or a solicitation of an offer to buy securities. An eligible investor should refer to the fund's confidential offering memorandum. Investors are cautioned that data based on less than five years' results may not be sufficient to establish a track record on which investment decisions should be made.

1. Effective July 1, 2010, Sherpa Asset Management became the investment manager of the BluMont Core Hedge Fund (the “Fund”).  The inception date of the Fund is June 2, 2006, and as such, performance calculations for the Fund, the S&P/TSX TRIV and the S&P 500 for June 2006 are based on a partial month. On July 1, 2010, the Fund changed its performance fee calculation methodology from a unitholder level to a fund level.  Prior to July 1, 2010, performance numbers for the Fund represented the hypothetical returns of a unitholder as if the unitholder had invested on the first day of the Fund’s operations with all distributions reinvested in the Fund and after deductions for performance fees, management fees and operating expenses.  Starting on July 1, 2010, the performance numbers for the Fund are based on the last official monthly valuation, net of performance fees, management fees and operating expenses. The Fund values on the last business day of each week (a “Valuation Date”) for purchase and redemption transactions.  For performance calculation purposes the Fund values on the last business day of the month, only if the last business day of the month is not a Valuation Date.  Performance periods prior to March 1, 2008 are calculated based on the last Valuation Date of each month which may or may not be the last business day.  Index performance is calculated as of the last business day of each month.

2. S&P/TSX TRIV: S&P/TSX Total Return Index Value.

3. S&P 500: S&P 500 Composite Index.