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1,2,4,5 Refinitiv Lipper Fund Awards:
Refinitiv Lipper Fund Awards Canada 2020 Winner, Starlight Dividend Growth Class (Series A), Best Canadian Dividend & Income Equity Fund Over 3 Years.
Refinitiv Lipper Fund Awards Canada 2021 Winner, Starlight Dividend Growth Class (Series F), Best Canadian Dividend & Income Equity Fund Over 5 Years.
Refinitiv Lipper Fund Awards Canada 2020 Winner, Starlight North American Equity Fund (Series A), Best North American Equity Fund Over 3 Years.
Refinitiv Lipper Fund Awards Canada 2022 Winner, Starlight North American Equity Fund (Series F), Best North American Equity Fund Over 10 Years.
Starlight Dividend Growth Class (Series A) was awarded the 2020 Refinitiv Lipper Fund Awards Canada in the Canadian Dividend & Income Equity Fund category for: three years ending 7/31/2020, out of a classification total of 64 funds. Performance for the Fund for the period ending 7/31/2020 is as follows: 5.2% (1 year), 6.8% (3 year), 4.9% (5 year), 7.1% (10 year) and 8.4% annualized return since inception (10/1/2002). The corresponding Lipper Leader ratings for the same period are as follows: 5 (3 years), 5 (5 years), 4 (10 years).
Starlight Dividend Growth Class (Series F) was awarded the 2021 Refinitiv Lipper Fund Awards Canada in the Canadian Dividend & Income Equity Fund category for: five years ending 7/30/2021, out of a classification total of 59 funds. Performance for the Fund for the period ending 7/30/2021 is as follows: 27.3% (1 year), 12.3% (3 year), 11.2% (5 year), 9.8% (10 year) and 10.3% annualized return since inception (8/1/2003). The corresponding Lipper Leader ratings of the fund for the same period are as follows: 5 (3 years), 5 (5 years), 5 (10 years).
Starlight North American Equity Fund (Series A) was awarded the 2020 Refinitiv Lipper Fund Awards Canada in the North American Equity Fund category for: three years ending 7/31/2020, out of a classification total of 17 funds. Performance for the Fund for the period ending 7/31/2020 is as follows: 19.5% (1 year), 14.3 % (3 year), 5.1% (5 year), 9.1% (10 year) and 6.6% annualized return since inception (11/1/1995). The corresponding Lipper Leader ratings of the fund for the same period are as follows: 4 (3 years), 3 (5 years), 4 (10 years).
Starlight North American Equity Fund (Series F) was awarded the 2022 Refinitiv Lipper Fund Awards Canada in the North American Equity Fund category for: ten years ending 7/29/2022, out of a classification total of 10 funds. Performance for the Fund for the period ending 7/29/2022 is as follows: -4.9% (1 year), 11.9% (3 year), 12.3% (5 year), 11.4% (10 year) and 7.3% annualized return since inception (10/1/2001). The corresponding Lipper Leader ratings of the fund for the same period are as follows: 5 (3 years), 4 (5 years), 5 (10 years).
©2025 Refinitiv. All rights reserved. Used under license. The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
3 FundGradeA+® Award:
Starlight North American Equity Fund was awarded the 2025 FundGrade A+® Award in the North American Equity category for the 10-year period from 12/31/2015 to 12/31/2025 out of 34 funds.
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.
