LSEG Lipper Fund Awards
The LSEG Lipper Fund Awards Canada, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
FundGrade A+® Awards
The FundGrade A+® Award is given annually to investment funds and their managers who have shown consistent, outstanding, risk-adjusted performance through the year.
LSEG Lipper Fund Awards
Lysander-Canso U.S. Corporate Value Bond Fund (USD) (Series F) was named Best Global Corporate Fixed Income Fund for: (i) 3 years ending July 31, 2024, out of a classification total of 18 funds (3 years) and (ii) 5 years ending July 31, 2024, out of a classification total of 17 funds (5 years). The corresponding LSEG Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2024 were: N/A (1 year), 5 (3 years), and 5 (5 years). Performance for the fund (Series F) for the period ended April 30, 2025 was 6.4% (1 year), 5.2% (3 years), 8.1% (5 years) and 5.6% (10 years).
Lysander-Canso Short Term and Floating Rate Fund (Series F) was named Best Canadian Short Term Fixed Income Fund for 10 years ending July 31, 2024, out of a classification total of 34 funds (10 years). The corresponding LSEG Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2024 were: N/A (1 year), 5 (3 years), and 5 (5 years) and 5 (10 years). Performance for the fund (Series F) for the period ended April 30, 2025 was 6.8% (1 year), 4.8% (3 years), 4.1% (5 years) and 2.9% (10 years).
Lysander-Crusader Equity Income Fund (Series F) was named Best Canadian Dividend & Income Equity Fund for 3 years ending July 31, 2024, out of a classification total of 58 funds (3 years). The corresponding LSEG Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2024 were: N/A (1 year), 5 (3 years), 1 (5 years). Performance for the fund (Series F) for the period ended March 31, 2025 was 14.0% (1 year), 9.1% (3 years), 19.3% (5 years) and 4.3% (10 years).
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 historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do 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.
The LSEG Lipper Fund Awards Canada, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed. Note: The Lipper Leader Ratings for each fund are subject to change every month.
LSEG Lipper Fund Awards, ©2024 LSEG. All rights reserved. Used under license.
®Lysander Funds is a registered trademark of Lysander Funds Limited.
FundGrade A+® Awards
Lysander-Canso Corporate Value Bond Fund was awarded the 2024 Fundata FundGrade A+® Award in the Global Corporate Fixed Income Category, out of 29 funds. The FundGrade start date was 12/31/2014 and FundGrade end date was 12/31/2024. Performance for the fund (Series A) for the period ended April 30, 2025 was 5.7% (1 year), 4.0% (3 years), 7.9% (5 years) and 5.3% (10 years).
Lysander-Canso Balanced Fund was awarded the 2024 Fundata FundGrade A+® Award in the Global Equity Balanced Category, out of 187 funds. The FundGrade start date was 12/31/2014 and FundGrade end date was 12/31/2024. Performance for the fund (Series A) for the period ended April 30, 2025 was 10.8% (1 year), 8.6% (3 years), 16.6% (5 years) and 7.0% (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.