Investing For
Tomorrow, Together
Class F (TGF130)
This class is available on FundServ and has a MER of 0.97%.
FundServ units are available thru advisers. Please ask your adviser if they are is able to purchase these units for you.
Please find below the performance of Class F Units since inception.
Historical Performance of TGF130 as at Sep 30, 2025
| Title | 1 Month | 3 Month | 6 Month | YTD | 1 Year | 3 Year | 5 Year | 10 Year | Since Inception |
|---|---|---|---|---|---|---|---|---|---|
| TGF 130 | 2.94% | 7.00% | 16.51% | 8.70% | 18.07% | 23.86% | 18.72% | - | 19.28% |
| MSCI | 3.62% | 8.15% | 15.43% | 13.80% | 19.87% | 23.15% | 14.36% | - | 15.47% |
The Tralucent Global Alt (Long/Short) Equity Fund
Why you should trust Tralucent
While the investing world might leave some mystified, as there are so many choices of types of investments, companies, methods, assets mixes and the like, Tralucent has some strong opinions on what we believe are the best practices of the investing world.
Long-Term Value Investing
We focus on strong, competitive companies and invest when markets are undervalued. Our average holding period ranges from five to ten years, ensuring sustainable growth.
No Technical Analysis
We avoid technical analysis entirely, considering it counterproductive. As Nobel laureate Burton Malkiel notes, markets cannot be timed through charts and patterns.
Avoiding Index ETFs
We rarely invest in index ETFs since they often include too many mediocre companies, which dilutes overall portfolio quality and reduces long-term performance.
Dividends Aren’t Our Focus
Dividend yields are less tax-efficient forms of wealth distribution. We prefer companies that reinvest profits to fuel sustainable business growth.
Steering Clear of IPOs & Models
We avoid IPOs as they’re often structured for insider gains. Similarly, we don’t rely on mathematical models or market timing, seeing them as unreliable.
Liquidity Matters to Us
We stay away from illiquid securities and micro-cap stocks. Our focus remains on solid, scalable investments that maintain long-term stability.
These are some of the basic thoughts and approaches Tralucent takes to the investing world, and so we hope that you can see our point of view. If you’d like to discuss (or argue!) anything here, please do so. We always love a lively debate.
Prior to October 11, 2023, the Fund was offered via offering memorandum only and the Fund was not a reporting issuer during such prior period. The expenses of the Fund would have been higher during such prior period had the Fund been subject to the additional regulatory requirements applicable to a reporting issuer. Tralucent has obtained exemptive relief on behalf of the Fund to permit the disclosure of the prior performance data for the Fund for the time period prior to it becoming a reporting issuer. For greater clarity, the exemptive relief allows the Class E units of the Fund to disclose performance data that shows how the Class A units of the Fund have performed from March 31, 2020 to September 9, 2021 and the Class F units of the Fund have performed from September 9, 2021 to November 15, 2023.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated
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