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.