The FÉRIQUE Balanced Portfolio ranked first among the 451 funds evaluated in the Canadian Neutral Balanced category.
The purpose of the FÉRIQUE Balanced Portfolio, managed on a Fund of Funds basis, is to provide investors with optimal exposure to all asset classes based on their risk tolerance and a more stable and consistent return over time. The management expense ratios (MER) of this fund are 1.05%1, compared to 2.12%2 for the median of balanced funds.
View the factsheet and the returns of the FÉRIQUE Balanced Portfolio.
THE FUNDGRADE A+ RATING
FundGrade A+ ® was designed to identify not only the best performing funds, but also the most consistent. It is a yearly award that recognizes the ‘best of the best’ among Canadian investment funds that have maintained a high FundGrade rating throughout a calendar year. For more information on Fundata's FundGrade and FundGrade A+ rating system, visit www.fundata.com.
METHODOLOGY
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.
ABOUT FUNDATA CANADA INC.
Fundata Canada Inc. has been providing data aggregation and dissemination services to the Canadian media and financial marketplace since 1987. Fundata is a major provider in the distribution of fund and stock information in Canada. Their database contains data on over 31,000 investment products. Fundata provides customized data feeds, top-shelf analytics, cutting-edge software tools, and seamless hosted web solutions for fund companies, back office systems, investment planners, banks, trust companies, resellers and redistributors, and online, print, and broadcast media channels.
