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 6.2% (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 and 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-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-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-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.
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