FundGrade A+® Award for NCM Global Income Growth Class

We’re proud to announce that NCM Global Income Growth Class has earned the prestigious FundGrade A+® Award, a distinction reserved for funds that consistently demonstrate strong performance and risk management throughout the year.

Jason Isaac, CAIA, CFA, Portfolio Manager, says:

"We continually aim to deliver strong risk-adjusted returns. Whether markets are up or down, we are laser-focused on attempting to take advantage of opportunities by investing in quality companies at the right time. We feel that this award is a reflection on and acknowledgement of the positive decisions we have made on behalf of our investors.””

FundGrade is a quantitative rating system that measures risk-adjusted performance using metrics like the Sharpe Ratio, Sortino Ratio, and Information Ratio using up to 10 years of data. This rigorous system ensures that only the most reliable, consistently high-performing funds receive the award.

About NCM Global Income Growth Class

This global equity balanced mandate invests in leading companies worldwide, with a focus on nimble asset allocation, free cash flow generation, and reliable dividend growth.

Learn more about our award-winning fund

About the Fundata FundGrade A+® Rating:
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.

NCM Global Income Growth Class was awarded the FundGrade A+® Award in the Global Equity Balanced category for the 10-year period ending December 31, 2024 out of a total of 187 funds.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.