Hamilton Capital Partners Inc. (“ Hamilton ETFs ”) is pleased to announce it was recently recognized with two FundGrade A+ ® Awards presented by Fundata Canada Inc.:
- Hamilton Australian Bank Equal-Weight Index ETF (HBA) in the Financial Services Equity category
- Hamilton Global Financials ETF (HFG) in the Financial Services Equity category
The FundGrade A+ ® Awards, granted annually, recognize the ‘best of the best’ among Canadian investment funds that have maintained a high FundGrade rating throughout the previous calendar year.
" As a firm, we are honoured to be awarded these two FundGrade A+ awards in the Financial Services Equity category, the second year in a row for HBA, ” said Pat Sommerville, Senior Partner, Co-President at Hamilton ETFs. “ These awards are a reflection of the dedication, expertise, and teamwork that drive our success and is a testament not just to the strategies we employ, but to the trust placed in us by Canadian investors.”
“ A special congratulations to Robert Webb, the portfolio manager for the Hamilton Global Financials ETF (HFG) . HFG’s award is representative of Robert’s prudent investment management approach, supported by bottom-up security selection and fundamental research to deliver exceptional results for our clients, ” said Jennifer Mersereau, Senior Partner, Co-Founder and Co-President at Hamilton ETFs.
For more information on Hamilton ETFs’ line-up, please visit: https://hamiltonetfs.com/our-etfs/ , email info@hamiltonetfs.com or call (416) 941-9888.
About Hamilton ETFs
With over $7 billion in assets under management, Hamilton ETFs is one of Canada’s fastest-growing ETF providers, offering a suite of innovative exchange traded funds (ETFs) designed to maximize income and growth from trusted sectors in Canada and across the globe. The firm is also an active commentator on the global financial services sector and Canadian banks; the firm’s most recent Insights can be found at www.hamiltonetfs.com/insights-commentary .
About Fundata Canada Inc.'s FundGrade A+® Rating
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.
HBA has been recognized with a FundGrade A+® award in the Financial Services Equity CIFSC category, which includes 33 funds, as of December 31, 2024. The FundGrade rating was initiated on December 31, 2020. Performance for the ETF for the period ended December 31, 2024, was 30.48% (1 year), 13.69% (3 years), and 20.50% (since inception on June 26, 2020).
HFG has been recognized with a FundGrade A+ ® award in the Financial Services Equity CIFSC category, which includes 33 funds, as of December 31, 2024. The FundGrade rating was initiated on December 31, 2020. Performance for the ETF for the period ended December 31, 2024, was 30.51% (1 year), 12.36% (3 years), and 18.86% (since inception on June 26, 2020).
Commissions, management fees and expenses all may be associated with an investment in exchange traded funds (ETFs). Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently and past performance may not be repeated.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250210097329/en/
For investor inquiries: Contact Hamilton ETFs at (416) 941-9888, info@hamiltonetfs.com
For media inquiries: Contact Louis Ribieras, Managing Director, Marketing, (416) 941-9996, marketing@hamiltonetfs.com
