We are delighted to share the news that three IPC Private Wealth Visio Pools were honoured at the 2023 Fundata FundGrade® A+ Awards.
The FundGrade A+® Award is a highly prized achievement in the Canadian investment funds industry. It's given annually to investment funds and managers who show consistent, outstanding and risk-adjusted performance throughout the year. Only 6% of investment fund products in Canada received this recognition at the awards. This achievement shows the ongoing strength of our innovative product offerings.
These three IPC Portfolio Services funds were recognized this year:
| Fund Name | Asset Class |
|---|---|
| IPC Private Wealth Visio Income Pool | Global Fixed Income Balanced |
| IPC Private Wealth Visio Balanced Pool | Global Neutral Balanced |
| IPC Private Wealth Visio Growth Pool | Global Equity Balanced |
IPC Private Wealth Visio Balanced Pool was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Global Neutral Balanced category out of a total of 486 funds. Performance for Series A of the fund for the period ended Dec. 31, 2023, is as follows: 7.85% (1 year), 3.74% (3 years), N/A% (5 years), N/A% (10 years) and 4.16% (since inception - Nov. 6, 2020).
IPC Private Wealth Visio Growth Pool was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Global Equity Balanced category out of a total of 464 funds. Performance for Series A of the fund for the period ended Dec. 31, 2023, is as follows: 8.94% (1 year), 5.31% (3 years), N/A% (5 years), N/A% (10 years) and 5.80% (since inception - Nov. 6, 2020).
IPC Private Wealth Visio Income Pool was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Global Fixed Income Balanced category out of a total of 240 funds. Performance for Series A of the fund for the period ended Dec. 31, 2023, is as follows: 6.78% (1 year), 1.92% (3 years), N/A% (5 years), N/A% (10 years) and 2.24% (since inception - Nov. 6, 2020).
Congratulations to the investment teams that manage these pools.
About the Fundata 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. FundGrade ratings are subject to change every month.
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 the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does 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. IPC Private Wealth Visio Pools refers to Counsel Portfolio Services' IPC Private Wealth Visio Pool investment solutions. IPC Portfolio Services is a registered tradestyle of Investment Planning Counsel Inc., the parent company of Counsel Portfolio Services.