MLD Wealth is proud to share that the MLD Core Fund received the 2025 FundGrade A+ Award from Fundata Canada Inc.
The FundGrade A+ Award recognizes Canadian investment funds that have demonstrated consistent, strong, risk-adjusted performance relative to their peers over a full calendar year. For 2025, MLD Core was recognized in the Tactical Balanced category.
For us, this recognition reflects the discipline behind the MLD Core process: active allocation within a balanced framework, deliberate positioning as market conditions change, and a focus on managing risk rather than remaining tied to a static benchmark.
MLD Core was built to provide a more active approach to balanced investing. The fund is designed to adjust across asset classes as conditions evolve, while remaining within the structure and guardrails of a balanced fund.
Performance
As of April 30, 2026, MLD Core Fund Series F posted a 37.38% one-year return and ranked #1 out of 324 Tactical Balanced funds in Canada over that period, according to Fund Library.
Performance as of April 30, 2026
| Period | MLD Core Fund Series F | Category Avg (# of funds) |
|---|---|---|
| 1 Year | 37.38% | 15.58% (324) |
| 3 Years, annualized | 19.40% | 9.93% (313) |
| 5 Years, annualized | 11.75% | 5.84% (285) |
Note: Since Inception (June 15, 2018) return is 10.02%
Disclosure
The 2025 FundGrade A+ Award was presented by Fundata Canada Inc. to MLD Core Fund in the Tactical Balanced category for the period from January 1, 2025 to December 31, 2025. Funds in the Tactical Balanced category must have a flexible asset allocation policy ranging from 40% (or less) to 60% (or more) in each of equity and fixed income securities.
The Tactical Balanced peer group included 299 funds as of December 31, 2025, according to Fund Library.
FundGrade A+ Awards are based on FundGrade ratings, which are calculated using risk-adjusted performance measures and are determined within Canadian Investment Funds Standards Committee categories.
FundGrade ratings are subject to change every month.
FundGrade ratings range from A to E. A Grade indicates that a fund is in the top 10% of its category. B Grade indicates the next 20%. C Grade indicates the middle 40%. D Grade indicates the next 20%. E Grade indicates the lowest 10%.
For more information about FundGrade ratings and the FundGrade A+ Awards, including the full methodology, please visit www.fundata.com.
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.
Commissions, trailing commissions, management fees and expenses may all be associated with investment funds. Please read the prospectus before investing. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. Indicated rates of return are historical annual compounded total returns including changes in share/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 securityholder that would have reduced returns.
Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member of the Canadian Investor Protection Fund and Canadian Investment Regulatory Organization.
The comments and opinions expressed in this blog post are solely the work of MLD Wealth, not an official publication of Canaccord Genuity Corp., and may differ from the opinion of Canaccord Genuity Corp.’s Research Department. Accordingly, they should not be considered representative of Canaccord Genuity Corp.’s beliefs, opinions, or recommendations.
All information is given as of the date appearing in this blog post, is for general information only, does not constitute legal or tax advice, and MLD Wealth does not assume any obligation to update it or advise on further developments. All information included herein has been compiled from sources believed to be reliable, but its accuracy and completeness are not guaranteed. In providing this information, neither MLD Wealth nor Canaccord Genuity Corp. assumes any liability.