Global Equities
Capitals Express Investments FUNDS (CANADA)
We offer a range of objective-based equity, fixed income and multi-asset mandates that are grounded in fundamental research and emphasize long-term results.
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Capitals Express Investments Canadian Focused Equity FundTM (Canada) was awarded the 2023 Fundata FundGrade A+ Award in the Canadian Focused Equity Category, out of 335 funds. The FundGrade start date was 1-31-2014 and FundGrade end date was 12/31/2023. Results for the fund (Series A) for the period ended 12/31/2023 was: 10.74% (1 year), 10.36% (3 years), 10.87% (5 years) and 7.73% (10 years).
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.
The Capitals Express Investments funds offered on this website are available only to Canadian residents.
Capitals Express Investments Funds are available in Canada through registered dealers. For more information, please consult your financial and tax advisors for your individual situation.