Following our convictions. Not the crowd.
Guardian Capital LP (Guardian Capital) is proud to announce Fundata Canada Inc. has again recognized one of its mutual funds: the Guardian Fundamental Global Equity Fund (the “Fund”) has been awarded the prestigious FundGrade™ A+ award in 2023. FundGrade A+ ® identifies the best performing and most consistent funds within each CIFSC category. Ultimately, the award recognizes the ‘best of the best’ among Canadian investment funds that maintain a high FundGrade rating throughout the calendar year.
The strategy represents one of Guardian Capital’s suite of concentrated high-conviction strategies, which aims to provide sustained long-term alpha and strong downside protection. The Fund is built on long-term thinking, long-term forecasting and long holding periods.
The Guardian Fundamental Global Equity Fund invests in a concentrated global equity portfolio of high-quality, sustainable growth stocks at reasonable valuations, held over long periods. Guardian Capital’s UK-based affiliate, GuardCap Asset Management Limited, is the portfolio manager the Fund.
The award further validates the results of the Fund’s investment process and philosophy, relative to its peers. Guardian Capital congratulates the Fundamental Global Equity investment team on this well-deserved achievement.
FundGrade A+® Award 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. Fundata trademarks are used with permission and remain the property of their respective owners.
List of Winning funds
| Fund Name | CIFSC* Category | Fund Count | FundGrade Start Date | FundGrade Calc Date |
| Guardian Fundamental Global Equity Fund | Global Equity | 1095 | 2016-01-31 | 2023-12-31 |
Source: Fundata as of Dec 31, 2023.
* The Canadian Investment Funds Standards Committee (CIFSC) is a Canadian independent organization that defines the categories of funds.
Performance for the Fund receiving the award for the period ending December 31, 2023, is as follows:
| Guardian Fundamental Global Equity Fund | |||||
| 1-year | 3-years | 5-years | 10-years | Since inception | |
| Series W | 14.69% | 5.35% | 10.21% | – | 11.19% (April 22, 2015) |
| Series WF | 15.95% | 6.51% | – | – | 10.38% (April 23, 2020) |
Other series of the Fund have different fees and expenses and performance will vary.
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. Performance is calculated net of fees. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.
GuardCap Asset Management Ltd. is a UK affiliate of the Manager, Guardian Capital LP, and has entered into a sub-advisory agreement with the Manager to provide investment advice concerning the Guardian Fundamental Global Equity Fund investment portfolio. Guardian Capital LP is the Manager of the Guardian Capital mutual funds. Guardian Capital LP manages portfolios for defined benefit and defined contribution pension plans, insurance companies, foundations, and endowments, as well as proprietary and third-party mutual funds and ETFs. Guardian Capital LP is a wholly owned subsidiary of Guardian Capital Group Limited, which is a publicly traded firm listed on the Toronto Stock Exchange. For further information on Guardian Capital LP and its affiliates, please visit guardiancapital.com. All trademarks, registered and unregistered, are owned by Guardian Capital Group Limited and are used under license.
