Montreal, January 27, 2023 – Once again this year, fdp (Professionals’ Financial) distinguished itself by receiving honours from Fundata Inc. at a gala held in Toronto on January 26. During this Celebration of Excellence, the firm won FundGrade A+® Awards, distinctions for superior risk-adjusted returns throughout the year, for the following two portfolios:
The FDP Balanced Income Portfolio, Series A – Received a FundGrade A+® rating for the sixth time in the past nine years in the Canadian Fixed Income Balanced category, which includes 247 funds.
The FDP Global Equity Portfolio, Series A – Received a FundGrade A+® rating for the second time, in the Global Equity category, which includes 1146 funds.
Making it onto the prestigious Fundata list in eight of the past nine years testifies to the firm’s outstanding portfolio management expertise.
A doubly awarded portfolio with a Morningstar 5-star rating
Not only did the FDP Global Equity Portfolio receive a Fundgrade A+ distinction, it also received the prestigious 5-star rating from Morningstar for its exceptional risk-adjusted performance over the past 10 years, proof of its ability to adapt to different types of markets over time.
“We are particularly proud of this accomplishment. Year after year, we have proven that our experienced managers are able to effectively manage risk, allowing our funds to produce good returns even in unstable market conditions,” explains François Leblanc, Director, Manager of Managers and Portfolio Optimization, fdp investment team. “These new FundGrade A+ distinctions from Fundata and the 5-star rating from Morningstar confirm once again fdp’s prominent position in Canada’s financial sector.”
Highly prized in the industry, the FundGrade A+® Awards are presented to Canadian investment funds that are not only the top performers, but that also systematically maintained outstanding risk-adjusted returns throughout the previous calendar year. Only 6% of all the funds on the Canadian market achieve this elite status.
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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Source :
fdp (Professionals’ Financial)
Information:
For more information or to obtain an interview, please contact::
Sonia Bergeron 
Senior Director, Corporate and Public Affairs
sobergeron@fdpgp.ca
Phone: 514 709-3096
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.
