Canadian Focused Equity and Monthly Income Portfolio have received the FundGrade A+® Award for consistent, outstanding, risk-adjusted performance throughout the year 2025.
Capital Group Canadian Focused Equity FundTM (Canada) was awarded the 2025 Fundata FundGrade A+ Award in the Canadian Focused Equity Category, out of 71 funds. The FundGrade start date was 12/31/2015 and FundGrade end date was 12/31/2025. Results for the fund (Series A) for the period ended 12/31/2025 was: 20.14% (1 year), 16.81% (3 years), 14.11% (5 years) and 11.66% (10 years).
Capital Group Monthly Income PortfolioTM (Canada) was awarded the 2025 Fundata FundGrade A+ Award in the Global Fixed Income Balanced Category, out of 136 funds. The FundGrade start date was 12/31/2020 and FundGrade end date was 12/31/2025. Results for the fund (Series A) for the period ended 12/31/2025 was: 7.92% (1 year), 8.01% (3 years), 4.44% (5 years) and 5.63% (since inception).
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.
About Capital Group
Capital International Asset Management (Canada), Inc. is part of Capital Group, a global investment management firm originating in Los Angeles, California. As Capital Group approaches its 100th anniversary in 2031, its long-term strategy remains firmly rooted in its mission to improve people’s lives through successful investing. With over 9,000 associates and 33 offices around the world, Capital Group manages US$3.2 trillion in assets for millions of wealth management and institutional clients around the world*.
*As of December 31, 2025
For more information, visit: www.capitalgroup.com/ca/en
Caroline Semerdjian, Capital Group
Caroline.Semerdjian@capgroup.com
(213) 615-3185