Fundata Canada Inc. recognizes investment funds demonstrating consistent, outstanding risk-adjusted performance
Purpose Investments Inc. (“Purpose”) earned FundGrade A+® Awards for three funds at an award ceremony held on February 5, 2026.
"These awards reflect what we've always believed: investors deserve better outcomes, not just better benchmarks. Our team focuses on what actually matters – protecting capital when it counts, delivering real value, and building portfolios that work in the real world. That approach is what drives results, and it's what these awards recognize," said Som Seif, CEO & founder, Purpose.
Purpose’s investment approach is guided by its mission to empower Canadians to live their dreams with confidence. That mission shapes how the firm builds portfolios – with a disciplined, research-driven process, strong risk management, and a long-term focus on delivering consistent outcomes clients can rely on.
The FundGrade A+® Award, presented by Fundata Canada Inc., is an objective, quantitative ranking system that evaluates funds using established performance metrics, including Sharpe, Sortino, and Information Ratios.
"This recognition reflects the strength and depth of Purpose’s investment platform and our commitment to delivering consistent outcomes for our clients. We invest with clarity, discipline, and strong risk management, so portfolios remain resilient and aligned with client goals through changing markets. These awards reinforce our belief that great investing is about earning our clients’ trust every day – and delivering on it over time, " said Vlad Tasevski, Chief Innovation Officer, Purpose.
Purpose Investments’ FundGrade A+ winners for 2025:
| Fund name | CIFSC category | Number of funds in the category | FundGrade start date |
|---|---|---|---|
| Purpose Global Resource Fund (PFC5101) | Natural Resources Equity | 92 | 2017-12-31 |
| Purpose International Dividend Fund (PID) | International Equity | 660 | 2015-12-31 |
| Purpose Strategic Yield Fund (SYLD) | High Yield Fixed Income | 218 | 2018-12-31 |
The FundGrade calculation date for the awards is December 31, 2025.
For our full lineup of mutual funds and ETFs, visit purposeinvest.com.
About Purpose Investments Inc.
Purpose is an asset management company with more than $30 billion in assets under management. Purpose has an unrelenting focus on client-centric innovation and offers a range of managed and quantitative investment products. Purpose is led by well-known entrepreneur Som Seif and is a division of Purpose Unlimited, an independent technology-driven financial services company.
For further information, please contact info@purposeinvest.com.
Media Contact
Hayley Suchanek
hayley.suchanek@kaiserpartners.com
About the Fundata FundGrade A+® Awards
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.
FundGrade ratings are subject to change every month.
Performance for Purpose Global Resource Fund, Series F, for the period ended December 31, 2025, is as follows: 88.23% (1 year), 44.11% (3 years), 46.32% (5 years), 19.27% (10 years), and 3.61% since inception (June 2006).
Performance for Purpose International Dividend Fund, Series F, for the period ended December 31, 2025, is as follows: 33.58% (1 year), 20.64% (3 years), 13.22% (5 years), 8.66% (10 years), and 8.26% since inception (April 2015).
Performance for Purpose Strategic Yield Fund, Series F, for the period ended December 31, 2025, is as follows: 9.26% (1 year), 9.02% (3 years), 5.61% (5 years), 6.50% (10 years), and 5.64% since inception (August 2011).
Commissions, trailing commissions, management fees and expenses all may be associated with investment fund investments. The prospectus contains important detailed information about the investment fund. Please read the prospectus before investing. The indicated rate[s] of returns are the historical annual compounded total returns, including changes in unit value and reinvestment of all distributions, and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. There is no assurance that any fund will achieve its investment objective, and its net asset value, yield, and investment return will fluctuate from time to time with market conditions. Investment funds are not guaranteed; their values change frequently, and past performance may not be repeated.
