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Thanks to their strong performance, Professionals’ Financial’s funds have once again been recognized by the industry, testifying to the excellent work of our teams of portfolio managers.


Are you familiar with Morningstar?  A leading provider of independent investment research, this company—whose reputation in the financial services industry is firmly established—offers a complete line of products and services for individual investors, as well as for financial professionals worldwide.

At March 31, 2016, Morningstar awarded four stars to seven of ours funds for their three-year performance:



This is an independent ranking system which is recognized in the financial industry and whose results are published by the Globe and Mail. For Globe Fund, a five-star ranking signifies superior risk-adjusted performance and is awarded only to the best funds in the Canadian market.

At March 31, 2016, one of our funds received five stars for its superior three-year performance:


Only 10% of Canadian funds received a five-star ranking, a select club that we are proud to belong to.

With the expertise of our teams of portfolio managers, we continue to aim for superior performance and strong risk and volatility management for all our funds.

Commissions, trailing commissions, management fees and expenses all may be associated with investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns, including changes in portfolio value and reinvestment of all distributions, but do not take into account sales, redemption, distribution or optional charges or income taxes payable by an investor that would have reduced returns. With respect to the returns for the approaches of Professionals’ Financial – Private Management Inc., they are theoretical returns based on a model portfolio. Rates of return are calculated according to the modified Dietz method; comparisons with indices may vary according to the portfolio size, investment timing, and mandate objective. The Funds’ securities are not insured by the Canada Deposit Insurance Corporation. A portfolio generally includes securities that are neither insured nor guaranteed; their value changes frequently, and past performance may not be repeated. Please read the prospectus before investing.

 1. Source : Morningstar
2. Source : The Globe and Mail  

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