Lysander Funds Ltd.

Our Awards

Lysander Funds Limited has been recognized for investment excellence in multiple categories for the 2021 Refinitiv Lipper Fund Awards Canada and the 2021 Fundata FundGrade A+ Awards.

Refinitiv Lipper Fund Awards

Refinitiv Lipper Fund Awards

The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

Refinitiv Lipper Fund Awards

Lysander-Canso Corporate Value Bond Fund (Series F) was named Best Global Corporate Fixed Income Fund for 3 years ending July 31, 2021, out of a classification total of 16 funds (3 years). The corresponding Refinitiv Lipper Leader ratings for Consistent Return of the fund for the period ended July 31, 2021 were: N/A (1 year), 5 (3 years), and 5 (5 years). Performance for the fund (Series F) for the period ended April 30, 2022 was 0.9% (1 year), 10.4% (3 years), 7.1% (5 years) and 7.0% (10 years).

Lysander-Canso Bond Fund (Series F) was named Best Canadian Short Term Fixed Income Fund for 3 years ending July 31, 2021, out of a classification total of 38 funds (3 years). The corresponding Refinitiv Lipper Leader ratings for Consistent Return of the fund for the period ended July 31, 2021 were: N/A (1 year), 5 (3 years), and 5 (5 years). Performance for the fund (Series F) for the period ended April 30, 2022, was -3.0% (1 year), 2.6% (3 years), and 2.0% (5 years) and 2.5% (10 years).

Lysander-Canso U.S. Credit Fund (USD) (Series F) was named Best Global Corporate Fixed Income Fund for 5 years ending July 31, 2021, out of a classification total of 14 funds (5 years). The corresponding Refinitiv Lipper Leader ratings for Consistent Return of the fund for the period ended July 31, 2021 were: N/A (1 year), 5 (3 years), and 5 (5 years). Performance for the fund (Series F) for the period ended April 30, 2022 was -1.5% (1 year), 9.1% (3 years), 6.5% (5 years) and 5.2% (since inception – Dec 30, 2014).

The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2, and the lowest 20% are scored 1. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper. Note: The Lipper Leader Ratings for each fund are subject to change every month.

Refinitiv Lipper Fund Awards, ©2022 Refinitiv. All rights reserved. Used under license.

FundGrade A+ Awards

Lysander-Canso Corporate Value Bond Fund was awarded the 2021 Fundata FundGrade A+ Award in the Global Corporate Fixed Income Category, out of 38 funds. The FundGrade start date was 1/31/2012 and FundGrade end date was 12/31/2021. Performance for the fund (Series A) for the period ended April 30, 2022 was 0.4% (1 year), 9.8% (3 years), 6.5% (5 years) and 6.4% (10 years).

Lysander-Canso Broad Corporate Bond Fund was awarded the 2021 Fundata FundGrade A+ Award in the Global Corporate Fixed Income Category, out of 38 funds. The FundGrade start date was 1/31/2017 and FundGrade end date was 12/31/2021. Performance for the fund (Series A) for the period ended April 30, 2022 was -1.9% (1 year), 4.1 (3 years), 3.2% (5 years) and 3.3% (since inception – Dec 30, 2016).

Lysander-Canso Bond Fund was awarded the 2021 Fundata FundGrade A+ Award in the Canadian Short Term Fixed Income Category, out of 169 funds. The FundGrade start date was 1/31/2012 and FundGrade end date was 12/31/2021. Performance for the fund (Series A) for the period ended April 30, 2022 was -3.6% (1 year), 2.0% (3 years), 1.5% (5 years) and 1.9% (10 years).

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata. Note: The FundGrade ratings for each fund are subject to change every month.