Canoe Financial wins four 2023 LSEG Lipper Fund Awards for outstanding performance
November 10 2023 - 4:35PM
Canoe Financial LP (“Canoe Financial”) was recognized at the 2023
LSEG Lipper Fund Awards with four awards for outstanding
performance.
Canoe Financial 2023 LSEG Lipper
Awards:
Best Canadian Focused Equity Fund over 3
years |
Canoe Equity Portfolio Class (Series F) |
Best Tactical Balanced Fund over 3 years |
Canoe Asset Allocation Portfolio Class (Series F) |
Best Tactical Balanced Fund over 5 years |
Canoe Asset Allocation Portfolio Class (Series F) |
Best Tactical Balanced Fund over 10 years |
Canoe Asset Allocation Portfolio Class (Series F) |
LSEG Lipper Fund Awards recognize funds that
have excelled in delivering consistently strong risk-adjusted
outperformance relative to their peers.
“I’m extremely proud of the work our investment
team is doing. I’m especially proud that these awards recognize
long-term performance over an extended period of three years or
more, and that they are in some of the most important categories
for Canadian investors,” said Darcy Hulston, President and Chief
Executive Officer, Canoe Financial.
About Canoe FinancialCanoe
Financial is one of Canada’s fastest growing independent mutual
fund companies managing $13.8 billion in assets across a
diversified range of award-winning investment solutions. Founded in
2008, Canoe Financial is an employee-owned investment management
firm focused on building financial wealth for Canadians. Canoe
Financial has a significant presence across Canada, including
offices in Calgary, Toronto and Montreal.
About LSEG Lipper AwardsThe
LSEG 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 LSEG Lipper
Fund Awards are based on the Lipper Leader for Consistent Return
rating, which is an objective, quantitative, 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 LSEG Lipper
Fund Award. For more information, see lipperfundawards.com.
Although LSEG Lipper makes reasonable efforts to ensure the
accuracy and reliability of the data used to calculate the awards,
their accuracy is not guaranteed.
Canoe Asset Allocation Portfolio Class Series F
was awarded the 2023 LSEG Lipper Fund Award in the Canadian focused
equity category for: three years ending 7/31/2023, out of a
classification total of 52 funds, five years ending 7/31/2023, out
of a classification total of 49 funds, 10 years ending 7/31/2023,
out of a classification total of 22 funds. Performance for the Fund
for the period ending 7/31/2023 is as follows: 7.50% (one year),
15.37% (three years), 9.09% (five years), 9.48% (ten years) and
6.48% (since inception 02/14/2011). The corresponding LSEG Lipper
Leader ratings of the Fund for the same period are as follows: N/A
(one year), 5 (three years), 5 (five years), 5 (ten years).
Canoe Equity Portfolio Class Series F was
awarded the 2023 LSEG Lipper Fund Award in the Canadian focused
equity category for three years ending 7/31/2023, out of a
classification total of 63 funds. Performance for the Fund for the
period ending 7/31/2023 is as follows: 11.74% (one year), 23.61%
(three years), 12.21% (five years), 12.56% (ten years) and 8.61%
(since inception 02/14/2011). The corresponding LSEG Lipper Leader
ratings of the Fund for the same period are as follows: N/A (one
year), 5 (three years), 5 (five years), 5 (ten years).
Further informationInvestor RelationsCanoe
Financial LP1–877–434–2796info@canoefinancial.com
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 do not take into account sales, redemption,
distribution or optional charges or income taxes payable by any
unitholder that would have reduced returns. Mutual funds are not
guaranteed, their values change frequently, and past performance
may not be repeated.
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