iA wins six FundGrade A+® Awards in 2022

The quality of the iA segregated fund lineup is once again confirmed with six FundGrade A+^® Awards in 2022.

We have been the leader in net sales for segregated funds since 2016. Providing our clients and advisors with high-quality, award-winning funds year after year is a source of great pride. This is due in large part to the expertise of our portfolio management and fund monitoring teams, and the trust that you, our advisors, place in iA Financial Group every day. We warmly thank you for that.

iA’s award-winning segregated funds for 2022 are:

Global Fixed Income (PIMCO) - Alfred Murata, Portfolio Manager, PIMCO
Fidelity American High Yield Currency Neutral - Harley Lank, Portfolio Manager, Fidelity
Fidelity Canadian Opportunities* - Hugo Lavallée, Portfolio Manager, Fidelity
Fidelity Canadian Opportunities Hybrid 75/25 - Hugo Lavallée, Portfolio Manager, Fidelity
Core Plus Bond (Wellington Square) - Jeff Sujitno & Amar Dhanoya, Portfolio Managers, Wellington Square
U.S. DAQ Index, Sébastien Vaillancourt, Portfolio Manager, iAIM

* The Fidelity Canadian Opportunities Fund also received of a Refinitiv Lipper Fund Award in 2022.

The annual FundGrade A+^® Awards are presented by Fundata Canada Inc. to recognize the best Canadian funds and their managers who have shown consistent, outstanding, risk-adjusted performance during the previous year.

DISCLOSURE

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.

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