MONTREAL, January 26, 2018 – Professionals’ Financial has again been honoured by the financial industry! For a fourth consecutive year, the Financial has won a prestigious FundGrade A+ trophy, awarded to Canadian mutual funds that stand during the year for their superior risk-adjusted performance. In 2017, this distinction went to the FDP US Dividend Equity Portfolio.
This much-coveted industry award underscores once again the high level of competence of the firm’s investment team. Considering that there are more than 39,000 investment products in Canada and that only 6.5% of them receive a FundGrade A+ trophy, the honour bestowed on the Financial confirms the quality of its managers’ investment process and their commitment to excellence in the investment products they offer.
“We’re very proud to have set ourselves apart in a highly competitive environment and in very unpredictable market conditions,” said François Landry, Senior Vice-President and Chief Investment Officer of Professionals’ Financial. “This trophy testifies to the expertise and experience of our team of managers and once again confirms the Financial’s standing in Canada’s investment industry.“
Based on strictly objective data, Fundata’s FundGrade rating system identifies Canadian funds that have achieved superior risk-adjusted performance relative to their peers. To obtain an A+ rating, a fund must not only be among the top performers, but also show a high level of stability.
A diversified range of funds
Covering all the major asset classes, Professionals’ Financial’s range of funds benefits from the expertise of its seasoned managers. In the case of the FDP US Dividend Equity Portfolio, they seek to generate added value by choosing stocks that offer the best investment potential, including strategic beta ETFs. Stocks are selected according to value, momentum and dividend growth criteria in order to achieve, through investment diversification, medium- and long-term capital growth.
About Professionals’ Financial
Professionals’ Financial offers private management products and services, financial planning solutions, as well as a complete range of mutual funds. Established in 1978 by and for professionals, the Financial is committed to keeping its fees among the most competitive in the Canadian market. The firm’s shareholders―the Fédération des médecins spécialistes du Québec, the Association des chirurgiens dentistes du Québec, the Corporation de service de la Chambre des notaires, the Association des architectes en pratique privée du Québec and the Association québécoise des pharmaciens propriétaires―are directly involved in its governance. This enables the firm to provide a unique offering of impartiality, representation of its clients’ interests and performance.
For more information or to obtain an interview with François Landry,
Senior Vice-President and Chief Investment Officer, please contact: :
The FundGrade rating is used with the authorization of est utilisée Fundata Canada Inc. All rights reserved. Fundata is a major provider in the distribution of fund and stock information in Canada. The FundGrade A+ Rating identifies funds that have been demonstrated superior performance adjusted to risk during a full calendar year. For more information on the rating system, please visit www.fundata.com