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FundGrade A+ Ratings for 2012 presented in Vancouver

By IE Staff |

Fundata Canada Inc. honoured Western Canada-based mutual fund winners of the Fundata FundGrade A+ Ratings for 2012 at a special presentation in Vancouver on Monday.

The presentation was a follow-up to a similar event in Toronto last week, and was designed specifically to highlight the achievements of mutual funds based in Western Canada.

"Award winners have demonstrated consistent, outstanding risk-adjusted performance through the year measured against their peers right across the country," said Janny Vincent, [resident and CEO of Fundata, in a release.

Vincent pointed out that this is a significant achievement, considering the Canadian fund universe consists of some 23,000 funds entries, and less than 2% of the investment fund products available in Canada have received a FundGrade A+ rating.

The following funds, based in Western Canada, all received the Fundata FundGrade A+ Rating:

  • Compass Balanced Growth Portfolio
  • Compass Balanced Portfolio
  • Compass Conservative Portfolio
  • Compass Conservative Balanced Portfolio
  • DFA Investment Grade Fixed Income Fund
  • Mawer Balanced Fund
  • Mawer Tax Effective Balanced Fund
  • Mawer New Canada Fund
  • Mawer Canadian Equity Fund
  • Mawer Global Equity Fund
  • Mawer Global Small Cap Fund
  • Mawer International Equity Fund
  • Pender Small Cap Opportunities Fund
  • Phillips, Hager & North Canadian Equity Value Fund
  • Steadyhand Equity Fund
  • Steadyhand Small-Cap Equity Fund


"We feel that identifying and honouring Western Canada's top-notch investment funds with the FundGrade A+ Rating signifies a very unique accomplishment by the fund companies and will allow investors and advisors to easily identify the best of the best over the past year," added Vincent.

The FundGrade A+ Rating is the first and only totally objective, transparent, score-based calculation using a grade-point average that ranks funds to determine the annual "best-of-the-best" ratings. As such, the FundGrade A+ Rating provides investors, advisors, and fund managers with a single, reliable, easy-to-understand fund-performance rating based an entire calendar year.

For more information and a complete list of the funds receiving the Fundata FundGrade A+ Rating for the calendar year 2012, please visit the Fundata FundGrade A+ website.