January 25, 2019
Leith Wheeler Income Advantage and Balanced Funds Receive FundGrade A+ Awards for 2018
Our investment teams were honoured this week to receive FundGrade A+ Awards for 2018 for both the Income Advantage Fund and Balanced Fund.
For over 35 years, our investment philosophy has been defined by our unwavering commitment to value investing, which is always supported by our own independent research and analysis. It was gratifying to see that discipline recognized with the A+ awards given less than 4% of investment funds in Canada have received an A+ Rating.
Feel free to connect with us if you are interested in further information about our balanced or focused investment strategies – both available in series B, as well as series F options for advisors.
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.
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