2021 FundGrade A+® Awards
Congratulations to our Portfolio Management Teams at SAM and Rathbones for their 2021 FundGrade A+® Award Wins!
“It is an honour to be recognized once again at this year’s FundGrade A+® Awards. At Stone we pride ourselves on the strengths of both our in-house Portfolio Managers and the quality of our sub-advisory relationships. These awards recognize Stone Funds in each of our exclusive Pure Total Return® and Pure Growth® mandates, proof that our investment process and philosophy continue to deliver outstanding performance that allows our investors to sleep well, knowing they’ll have the financial resources to live well.”
– Richard G. Stone, Chief Investment Officer, Stone Asset Management Limited
| Fund Name |
CIFSC Category |
Fund Count |
FundGrade Start Date |
| Stone Dividend Growth Class |
Canadian Dividend & Income Equity |
277 |
1/31/2012 |
| Stone Global Growth Fund |
Global Equity |
1127 |
1/31/2012 |
| The end date for the FundGrade calculation is December 31, 2021. | |||
Since its debut in 2012, The FundGrade A+® award has become a highly prized achievement in the Canadian investment funds industry. The FundGrade A+® award has been accepted and embraced as a truly objective, independent mark of distinction for those funds and fund managers who receive the award. Achieving a FundGrade A+® Rating denotes inclusion in an exclusive group, because around 6% of the investment fund products available in Canada have received a FundGrade A+® rating.
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.
