Our Awards

LSEG 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, 2023, out of a classification total of 16 funds (3 years). The corresponding LSEG Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2023 were: N/A (1 year), 5 (3 years), 5 (5 years), and 5 (10 years). Performance for the fund (Series F) for the period ended October 31, 2023 was 5.5% (1 year), 6.6% (3 years), 7.1% (5 years) and 6.0% (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, 2023, out of a classification total of 15 funds (5 years). The corresponding LSEG Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2023 were: N/A (1 year), 5 (3 years), and 5 (5 years). Performance for the fund (Series F) for the period ended October 31, 2023 was 6.3% (1 year), 5.7% (3 years), 6.7% (5 years) and 4.7% (since inception – Dec 30, 2014).

Lysander-Canso Short Term & Floating Rate Fund (Series F) was named Best Canadian Short Term Fixed Income Fund for 5 years ending July 31, 2023, out of a classification total of 38 funds (5 years). The corresponding LSEG Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2023 were: N/A (1 year), 5 (3 years), and 5 (5 years). Performance for the fund (Series F) for the period ended October 31, 2023 was 4.4% (1 year), 1.4% (3 years), 2.2% (5 years) and 2.2% (10 years).

Lysander-Canso Balanced Fund (Series F) was named Best Global Equity Balanced Fund for 3 years ending July 31, 2023, out of a classification total of 163 funds (3 years). The corresponding LSEG Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2023 were: N/A (1 year), 5 (3 years), 5 (5 years), and 1 (10 year). Performance for the fund (Series F) for the period ended October 31, 2023 was 8.2% (1 year), 19.3% (3 years), 10.1% (5 years) and 8.3% (10 years).

Lysander-Canso Equity Fund (Series F) was named Best Global Equity Fund for 3 years ending July 31, 2023, out of a classification total of 239 funds (3 years). The corresponding LSEG Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2023 were: N/A (1 year), 5 (3 years), 3 (5 years). Performance for the fund (Series F) for the period ended October 31, 2023 was 8.7% (1 year), 24.8% (3 years), 13.1% (5 years) and 9.4% (10 years).

Lysander-Fulcra Corporate Securities Fund (Series F) was named Best High Yield Fixed Income Fund for 3 years ending July 31, 2023, out of a classification total of 39 funds (3 years). The corresponding LSEG Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2023 were: N/A (1 year), 5 (3 years), and 5 (5 years). Performance for the fund (Series F) for the period ended October 31, 2023 was 7.5% (1 year), 7.1% (3 years), 4.9% (5 years) and 5.1% (since inception – Dec 30, 2016).

Lysander-Crusader Equity Income Fund (Series F) was named Best Canadian Dividend & Income Equity Fund for 3 years ending July 31, 2023, out of a classification total of 62 funds (3 years). The corresponding LSEG Lipper Leader for Consistent Return ratings of the fund for the period ended July 31, 2023 were: N/A (1 year), 5 (3 years), 1 (5 years). Performance for the fund (Series F) for the period ended October 31, 2023 was -7.1% (1 year), 24.0% (3 years), -1.2% (5 years) and 1.7% (since inception – Dec 30, 2014).

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, ©2023 LSEG. All rights reserved. Used under license.

FundGrade A+ Awards

Lysander-Canso Corporate Value Bond Fund was awarded the 2022 Fundata FundGrade A+ Award in the Global Corporate Fixed Income Category, out of 53 funds. The FundGrade start date was 1/31/2013 and FundGrade end date was 12/31/2022. Performance for the fund (Series A) for the period ended October 31, 2023 was 4.9% (1 year), 6.0% (3 years), 6.5% (5 years) and 5.4% (10 years).

Lysander-Canso Broad Corporate Bond Fund was awarded the 2022 Fundata FundGrade A+ Award in the Global Corporate Fixed Income Category, out of 53 funds. The FundGrade start date was 1/31/2017 and FundGrade end date was 12/31/2022. Performance for the fund (Series A) for the period ended October 31, 2023 was -0.5% (1 year), -0.4% (3 years), 2.9% (5 years) and 2.2% (since inception – Dec 30, 2016).

Lysander-Canso Short Term and Floating Rate Fund was awarded the 2022 Fundata FundGrade A+ Award in the Canadian Short Term Fixed Income Category, out of 162 funds. The FundGrade start date was 1/31/2014 and FundGrade end date was 12/31/2022. Performance for the fund (Series A) for the period ended October 31, 2023 was 3.8% (1 year), 0.9% (3 years), 1.6% (5 years) and 1.6% (since inception – Sep 18, 2013).

Lysander-Canso Balanced Fund was awarded the 2022 Fundata FundGrade A+ Award in the Global Equity Balanced Category, out of 735 funds. The FundGrade start date was 1/31/2013 and FundGrade end date was 12/31/2022. Performance for the fund (Series A) for the period ended October 31, 2023 was 7.3% (1 year), 18.3% (3 years), 9.2% (5 years) and 7.4% (10 years).

Lysander-Fulcra Corporate Securities Fund was awarded the 2022 Fundata FundGrade A+ Award in the High Yield Fixed Income Category, out of 191 funds. The FundGrade start date was 1/31/2017 and FundGrade end date was 12/31/2022. Performance for the fund (Series A) for the period ended October 31, 2023 was 6.9% (1 year), 6.6% (3 years), 4.4% (5 years) and 4.5% (since inception – Dec 30, 2016).

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.