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NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES
TORONTO, Jan. 28, 2022 (GLOBE NEWSWIRE) — Caldwell Funding Administration Ltd. is happy to announce that the Caldwell Canadian Worth Momentum Fund (the “Fund” or “CVM”) has been awarded the 2021 FundGrade A+ Award for delivering constantly robust efficiency with minimal volatility. This marks the fourth consecutive yr that the Fund has been honoured with this FundGrade A+ Award.
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The FundGrade A+ Award introduced to Caldwell Canadian Worth Momentum Fund is in recognition of the Fund’s excellent efficiency over the previous yr throughout the Canadian Fairness class. The Fund presents a extremely differentiated portfolio, as evidenced by its category-best Lively Share rating, which signifies the proportion of the Fund’s portfolio holdings that differ from the constituents of its benchmark, the S&P/TSX Composite Index. As well as, the Caldwell Canadian Worth Momentum Fund has demonstrated a consistency in focus and skill to guard investor capital in periods of market decline. This has manifested within the Fund’s category-best draw back seize ratio since inception in 2011 of 47.9%.*
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“We’re honoured for having been acknowledged with this prestigious award for what’s now the fourth consecutive yr,” stated Brendan Caldwell, President and CEO of Caldwell Funding Administration Ltd. “I’m extraordinarily pleased with the extent of care and energy put forth by everybody on our crew, all of whom have contributed to the success of our Caldwell funds. Most significantly, thanks to our buyers for his or her on-going help and for entrusting us to take a position their hard-earned cash.”
The Caldwell Canadian Worth Momentum Fund employs a rigorous and repeatable funding course of primarily based on the distinctive mixture of quantitative discovery and conventional, bottom-up elementary evaluation. The Fund seeks to capitalize on funding alternatives providing essentially the most engaging risk-adjusted return potential, no matter market capitalization and trade categorization. The Fund invests in a concentrated portfolio that appears vastly totally different than the composite index and is comprised of Canadian shares which are sometimes missed or are inaccessible to bigger competing funds. The top result’s a portfolio containing the most effective attributes of each worth and momentum funding types.
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Given the appreciable investor curiosity and efficiency generated by CVM in recent times, it was decided in late 2021 that future purchases of the Fund would solely be open to current buyers, with some specified exceptions. This determination was made with a view to sustaining the integrity of CVM’s funding course of in gentle of the Fund’s skew in direction of small and mid-capitalization Canadian firms. For advisors and buyers who could also be considering contemplating different Caldwell funds managed by Jennifer Radman, the lead portfolio supervisor of CVM, the Caldwell U.S. Dividend Benefit Fund stays open and accessible for purchases.
For added data concerning CVM and different Caldwell funds, please contact:
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Richard Faiella, Senior Vice President
1-800-256-2441
About Caldwell Funding Administration Ltd.
Established in 1990, and based by Thomas S. Caldwell C.M., Caldwell Funding Administration Ltd. (“Caldwell”) supplies funding administration companies to pooled and mutual funds. Caldwell has established and maintained its repute for excellence within the funding administration trade, offering modern funding options to satisfy the necessities of particular person and institutional buyers. Caldwell practices “Considerate Investing”, making use of a disciplined and prudent long-term funding strategy. Capital preservation is the important thing to funding success.
*As of December 31, 2021. Customary efficiency as of December 31, 2021: CVM (Sequence A): 1 yr: 24.2%; 3 yr: 16.6%; 5 yr: 11.1%; Since Aug 15, 2011 (Efficiency Begin Date): 11.3%, S&P/TSX Composite TR Index (“Benchmark” or “Index”): 1yr: 25.1%, 3yr: 17.5%, 5yr: 10.0%, Since Aug 15, 2011 (PSD): 8.3%, Canadian Fairness Class: 1yr: 24.2%, 3yr: 15.1%, 5yr: 8.3%, Since Aug 15, 2011 (PSD): 7.8%. CVM Lively Share: 95.4% and Draw back Seize 47.9%.
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FundGrade A+ ® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+ ® Awards are introduced by Fundata Canada Inc. to acknowledge the “better of the most effective” amongst Canadian funding funds. The FundGrade A+ ® calculation is supplemental to the month-to-month FundGrade scores and is calculated on the finish of every calendar yr. The FundGrade score system evaluates funds primarily based on their threat adjusted efficiency, measured by Sharpe Ratio, Sortino Ratio, and Data Ratio. The rating for every ratio is calculated individually, masking all time durations from 2 to 10 years. The scores are then weighted equally in calculating a month-to-month FundGrade. The highest 10% of funds earn an A Grade; the following 20% of funds earn a B Grade; the following 40% of funds earn a C Grade; the following 20% of funds obtain a D Grade; and the bottom 10% of funds obtain an E Grade. To be eligible, a fund should have obtained a FundGrade score each month within the earlier yr. The FundGrade A+ ® makes use of a GPA-style calculation, the place every month-to-month FundGrade from “A” to “E” receives a rating from 4 to 0, respectively. A fund’s common rating for the yr determines its GPA. Any fund with a GPA of three.5 or higher is awarded a FundGrade A+ ® Award. For extra data, see www.FundGradeAwards.com. Though Fundata makes each effort to make sure the accuracy and reliability of the information contained herein, the accuracy isn’t assured by Fundata.
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The CVM was not a reporting issuer providing its securities privately from August 8, 2011 till July 20, 2017, at which period it turned a reporting issuer and topic to extra regulatory necessities and bills related therewith.
The data contained herein supplies normal details about the Fund at a cut-off date. Traders are strongly inspired to seek the advice of with a monetary advisor and evaluate the Simplified Prospectus and Fund Information paperwork rigorously prior to creating funding selections concerning the Fund. Commissions, trailing commissions, administration charges and bills all could also be related to mutual fund investments. Charges of returns, until in any other case indicated, are the historic annual compounded returns together with adjustments in unit worth and reinvestment of all distributions and don’t take note of gross sales, redemption, distribution or non-obligatory fees or earnings taxes payable by any unitholder that may have lowered returns. Mutual funds will not be assured; their values change ceaselessly and previous efficiency might not be repeated.
Caldwell Funding Administration Ltd.
150 King Road West, Suite 1702, P.O. Field 47, Toronto, ON M5H 1J9
www.caldwellinvestment.com 416-593-0353 or 1-800-256-2441
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