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Congratulations to our Portfolio Managers at SAM for their 2020 Lipper Fund Awards!

Date: November 19, 2020


Stone Dividend Growth Class Series A  Best Fund Over Past 3 Years  |  Canadian Dividend & Income Equity

Stone Growth Fund Series A  |  Best Fund Over Past 3 Years  |  North American Equity

“The Refinitiv Lipper Fund Awards celebrate exceptional investment management. In a year of dramatic change across the global economy, climate, the environment and political cultures, it has never been more important to have your investments entrusted with talented and experienced professionals. The Refinitiv Lipper Fund Awards recognize those exceptional managers and fund management groups who navigate these changes and steer your savings into outperforming returns”, said Robert Jenkins, Head of Research, Lipper, Refinitiv. “We at Refinitiv congratulate the 2020 Refinitiv Lipper Fund Award winners for delivering outstanding performance to their investors and wish Stone Asset Management Limited continued success.”

Stone Asset Management Limited extends our congratulations to all the other winners who are providing outstanding investment performance for Canadian investors this year.

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 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 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.