May 5, 2025 – Accelerate Financial Technologies Inc. (“Accelerate”), a leader in alternative investment solutions, is proud to announce the 5-year anniversary of the Accelerate Arbitrage Fund (TSX: ARB, the “Fund”). As Canada’s only merger arbitrage ETF, ARB has delivered a compelling track record of strong, risk-adjusted returns since its launch in April 2020. The Fund aims to generate consistent, low-volatility, and uncorrelated returns through a merger arbitrage investment strategy.
ARB has garnered significant industry recognition for its performance, including global top 10 hedge fund performance awards by BarclayHedge in 2023 and 2024. In addition, the Fund was shortlisted for Best Merger Arbitrage Fund at the prestigious 2023 HFM US Performance Awards.
While the ARB ETF was launched in 2020, the underlying merger arbitrage strategy run by the Accelerate team has a long and successful history, having been launched as a private fund in January 2012. Since then, the strategy has demonstrated consistent alpha generation and effective risk management across a wide range of market environments.
Since ARB’s inception[1], it has more than doubled the return of its benchmark[2], generating a total return of 9.4% annualized (57.9% cumulative) compared to the benchmark return of 4.6% annualized (25.7% cumulative). Moreover, ARB has showcased attractive diversification attributes, exhibiting a correlation with stocks[3] and bonds[4] of 0.12 and 0.09, respectively.
Given these characteristics, the Fund may represent a compelling portfolio tool by offering an attractive risk/return profile compared to other asset classes while contributing to broader portfolio diversification.
“Surpassing the five-year mark as a public fund, with industry-leading performance, is a proud milestone for the Accelerate Arbitrage Fund,” said Julian Klymochko, Founder and CEO of Accelerate. “Our focus has always been on delivering an institutional-quality merger arbitrage strategy in an accessible, low-cost ETF structure for Canadian investors. We’re thrilled to see the strategy continue to deliver on its objectives and to receive international recognition for its results.”
The Fund stands out for its strong risk-adjusted and uncorrelated returns, consistent performance, and resilience in down markets. In addition, as a liquid alternative ETF, ARB has a low risk rating and a tax-efficient 3.8% distribution yield.
“In the current volatile and uncertain market environment, ARB merits consideration within a diversified portfolio given its low volatility, low correlation, and downside protection. The Fund’s 5-year milestone validates the robustness of Accelerate’s investment process and its consistent execution across research, trading, portfolio construction, and risk management. Building on the Fund’s strong momentum, we are well-positioned to navigate evolving market dynamics and continue delivering value to unitholders in 2025 and beyond.”
For more information, visit www.AccelerateShares.com/investment-solutions/arb-2/
About Accelerate Financial Technologies Inc.
Accelerate Financial Technologies Inc. (“Accelerate”) is a leading provider of alternative investment solutions. Accelerate helps investment advisors, institutions, and individual investors diversify their investment portfolios, manage risk, and improve their portfolio’s risk-adjusted returns.
Accelerate is powering diversification. Find out more at www.AccelerateShares.com
For media and investor inquiries:
For investor inquiries: Contact Accelerate at 1-855-892-0740 (toll-free), info@accelerateshares.com;
For media inquiries: Contact Michael Lee Hing, COO, Accelerate, (403) 975-5294, mleehing@acceleratefintech.com.
DISCLAIMER: This information on this web page does not constitute investment, legal or tax advice. Performance is inclusive of reinvested distributions. Past performance is not indicative of future results. Any data provided on this web page should not be viewed as a recommendation or solicitation of an offer to buy or sell any securities or investment strategies. The information on this web page is based on market conditions and may fluctuate and change without notice. Accelerate does not accept any liability for any direct, indirect or consequential loss or damage suffered by any person as a result of relying on all or any part of this website and any liability is expressly disclaimed.
