Press release – for immediate release
Montréal, February 6, 2023 – Once again, fdp (Professional’s Financial) shined during the gala evening held in Toronto on February 1 by Fundata inc., winning FundGrade A+® distinctions for remarkable and consistent risk-adjusted performance of two of its funds:
The FDP Balanced Income Portfolio, Series A – Rated FundGrade A+® for the seventh time in the last 10 years in the Canadian Fixed Income Balanced Funds category.
The FDP Global Equity Portfolio, Series A – Ranked FundGrade A+® for a third time, in the Global Equity Fund category.
This recognition reflects the firm’s expertise in portfolio management, particularly in periods of market volatility such as those recently experienced in the industry. In fact, over the last 10 years, fdp has stood out 9 times, demonstrating its continued commitment to excellence.
Mr. Daniel Solomon, Chief Investment Officer at fdp underlined the importance of this recognition by stating: “These awards once again confirm the privileged position that fdp holds in the financial sector in Canada. But above all, they illustrate our unwavering commitment to performance and stability for our investors. They are a testament to our ability to successfully navigate complex and volatile market environments.”
Obtaining these FundGrade A+® awards is of particular importance, given the fact that only 6% of all funds in Canada manage to appear on this prestigious list.
About Fundata Canada Inc.
Fundata has been providing data aggregation and dissemination services to the Canadian media and financial marketplace since 1987. Fundata is a major provider in the distribution of fund and stock information in Canada.
To learn more about the Fundata FundGrade A+® rating, click here.
About fdp (Professionals’ Financial)
Serving professionals for 45 years, fdp (Professionals’ Financial) sets itself apart with a wealth management approach based on a deep understanding of our clients’ reality. Thanks to this financial intelligence, we are able to offer them highly personalized guidance. Agility, performance and innovation are at the heart of our expertise.
fdp’s shareholders include: 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.
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Commissions, trailing commissions, management fees and expenses all may be associated with investments in an FDP Portfolio. 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. The funds’ units are not insured by the Canada Deposit Insurance Corporation. FDP Portfolios are not guaranteed, their value changes frequently, and their past performance is not indicative of their future returns.