Ninepoint Energy Fund Earns Top FundGrade A+ Rating
Event summary
- Ninepoint’s Energy Fund received a FundGrade A+ Award at Fundata’s 2025 Evening of Excellence.
- The FundGrade A+ award recognizes Canadian investment funds maintaining exceptional performance over the previous calendar year.
- The Ninepoint Energy Fund, Series F, shows a 1-year return of 18.7% and a since-inception return of 7.7% as of December 31, 2025.
- FundGrade A+ is awarded to funds in the top 10% based on a GPA calculation derived from monthly FundGrade ratings.
The big picture
The FundGrade A+ award provides validation for Ninepoint’s Energy Fund’s investment strategy and performance, which is particularly relevant given the increasing scrutiny of ESG factors and performance in the energy sector. Ninepoint manages approximately $7 billion in AUM, and this award could attract further institutional investment. The award also highlights the growing importance of third-party ratings in the Canadian investment landscape, as investors seek objective benchmarks for fund performance.
What we're watching
- Performance Sustainability
- Whether the Fund can sustain its A+ rating and strong returns in a potentially volatile energy market, particularly given its focus on natural resource companies.
- FundGrade Methodology
- How changes to Fundata’s rating methodology, including the weighting of ratios, might impact the Fund’s future eligibility for the A+ award.
- Competitive Landscape
- How Ninepoint’s Energy Fund’s performance and reputation will influence investor flows and its ability to compete with other energy-focused funds in the Canadian market.
Related topics