Alternatives Are No Longer Optional: PICTON Earns Six FundGrade A+ Awards
TORONTO, Feb. 6, 2025 – PICTON Investments is proud to announce that six of its investment strategies have been recognized at the annual FundataCanada Inc. (Fundata)FundGrade A+® Awards, underscoring the firm’s leadership and consistent performance in alternative investment solutions.
“We’re honoured to have our investment strategies recognized once again,” said David Picton, Chief Executive Officer, PICTON Investments. “This acknowledgment is a reflection of the dedication and expertise of our teams, whose focus on disciplined investing and delivering value for clients continues to drive our growth and leadership in the alternatives space.”
This recognition is particularly significant as the FundGrade A+® Awards are based on the risk-adjusted performance of the funds, demonstrating that market-leading performance does not require a compromise in risk management.
“Recognition across six strategies and six categories reflects the breadth of our alternatives-focused platform and the depth of investment talent behind those solutions,” said Andrew Tyler, Head of Product, PICTON Investments. “We remain focused on delivering differentiated solutions that are both innovative and accessible, while staying firmly anchored in our portfolio construction beliefs.”
Fundata has honored the following funds from PICTON Investments:
Fund | CIFSC Category1 | FundGrade Fund Count2 | FundGrade Start Date3 | Investment Team |
|---|---|---|---|---|
Tactical Balanced | 51 | 10/29/2015 | ||
Global Core Plus Fixed Income | 61 | 11/3/2022 | ||
Global Equity | 314 | 10/29/2015 | ||
Alternative Equity Focused | 64 | 09/27/2018 | ||
Alternative Market Neutral | 14 | 09/27/2018 | ||
Alternative Multi-Strategy | 27 | 05/03/2022 |
1 The Canadian Investment Funds Standards Committee (CIFSC)
2 Fund Count indicates the number of peers in each category.
3 The end date for the FundGrade calculation is December 31, 2025.
Performance for PICTON Balanced Fund (Series F) for the period ended December 31, 2025 is as followed: 1 year, 12.83%; 3 years, 12.48%; 5 years, 7.75%; 10 years, 8.17%; and since inception, 8.05% (2015-10-29).
Performance for PICTON Core Bond Fund (Series F) for the period ended December 31, 2025 is as followed: 1 year, 4.45%; 3 years, 5.92%; and since inception, 6.43% (2022-11-03).
Performance for PICTON Global Equity Fund (Series F) for the period ended December 31, 2025 is as followed: 1 year, 16.67%; 3 years, 20.27%; 5 years, 13.32%; 10 years, 11.01%; and since inception, 10.9% (2015-10-29).
Performance for PICTON Long Short Equity (130/30) Alternative Fund (Series F) for the period ended December 31, 2025 is as followed: 1 year, 26.00%; 3 years, 21.77%; 5 years, 16.3%; and since inception, 15.51% (2018-09-27).
Performance for PICTON Market Neutral Equity Alternative Fund (Series F) for the period ended December 31, 2025 is as followed: 1 year, 5.29%; 3 years, 7.60%; 5 years, 6.87%; and since inception, 7.81% (2018-09-27).
Performance for PICTON Multi-Strategy Alpha Alternative Fund (Series F) for the period ended December 31, 2025 is as followed: 1 year, 5.58%; 3 years, 7.99%; and since inception, 7.19% (2022-05-03).
Commissions, trailing commissions, management fees, performance fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Alternative mutual funds can only be purchased through a registered dealer and are available only in those jurisdictions where they may be lawfully offered for sale.
About Fundata Canada Inc.
Fundata Canada Inc. has been providing data aggregation and dissemination services to the Canadian media and financial marketplace since 1987. Fundata is a major provider in the distribution of fund and stock information in Canada.
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 Ratings are subject to change every month. 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 FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year.
About PICTON Investments
PICTON Investments is a Canadian investment firm with over $16.6 billion CAD in assets under management as of December 31, 2025, recognized for pioneering alternative investment strategies that challenge traditional thinking. Since 2004, we have been helping advisors and investors rethink portfolio construction – moving away from traditional models toward more resilient, diversified solutions. Leveraging deep expertise in quantitative research, fundamental analysis, and authentic hedging strategies, we champion a modern approach designed to deliver more consistent, risk-adjusted returns. Our philosophy is to “Build from the Bear Up,” embracing a bear mindset of resiliency, adaptability, and strength to provide Canadians with greater certainty.
For further information:
Natasha Rohan
Kaiser & Partners
natasha.rohan@kaiserpartners.com
289-623-3225
