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Winners of 2018 FundGrade A+ Awards.

We’re pleased to announce Empire Life has won three 2018 Fundata FundGrade A+ Awards for the following funds:

Empire Life Asset Allocation Fund1
Empire Life Elite Balanced Fund1

Empire Life Premier Equity Fund1, 2

The award-winning funds exemplify our conservative, value-oriented, disciplined
investment style, with a strong emphasis on providing downside protection to better help build wealth. Find out more about the award winning funds.

Contact your Empire Life sales representative

 


1 Policies issued by The Empire Life Insurance Company.  2 New deposits available only to existing plan owners.
Empire Life Investments Inc. is the Portfolio Manager of the Empire Life Segregated Funds. Empire Life Investments Inc. is a wholly-owned subsidiary of The Empire Life Insurance Company.  A description of the key features of the individual variable insurance contract is contained in the Information Folder for the product being considered. Any amount that is allocated to a Segregated Fund is invested at the risk of the contract owner and may increase or decrease in value.

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.

® Registered Trademark of The Empire Life Insurance Company.

 

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Empire Life Investments Inc. c/o 259 King St. East Kingston, Ontario K7L 3A8 Canada

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