Key Takeaways
- • Sterling Mortgage Income Fund, flagship of Sterling Global Financial, won first place in all four return periods (one, three, five and ten years) in the Mortgage Funds category at the 2026 Canadian Hedge Fund Awards.
- • The fund posted a one-year average annual return of 14.40%, a three-year return of 13.41%, a five-year return of 14.15% and a ten-year return of 11.32%, based on performance through June 30, 2026.
- • The ten-year return of 11.32% was nearly double the Mortgage Funds category average of 5.86% over the same period, according to the awards results as reported by Sterling.
- • The win marks six first-place honours across two consecutive years, following two first-place finishes in 2025.
- • Rankings were drawn from 31 qualified Canadian mortgage funds, within a program covering 321 Canadian hedge funds, with winners determined solely by quantitative data compiled by Fundata Canada.
Summary
Sterling Global Financial's flagship Sterling Mortgage Income Fund swept the Mortgage Funds category at the 2026 Canadian Hedge Fund Awards, ranking first across one-, three-, five- and ten-year average annual return periods. The company announced the results in a press release distributed via PR Newswire Canada. The awards are presented by Alternative IQ and recognize investment performance across Canada's alternative investment industry.
The rankings were based on performance through June 30, 2026, and were determined from a field of 31 qualified Canadian mortgage funds. The fund's average annual returns were 14.40% over one year, 13.41% over three years, 14.15% over five years and 11.32% over ten years. Sterling said its ten-year figure was nearly double the Mortgage Funds category average of 5.86% for the same period. The achievement follows two first-place finishes in 2025, bringing the fund's total to six first-place honours over two consecutive years.
According to the release, the awards involved no nominations or subjective judging. A total of 321 Canadian hedge funds were included in the 2026 program, and winners were determined solely through quantitative performance data collected and tabulated by Fundata Canada.
David Kosoy, Executive Chairman and Founder of Sterling Global Financial, said the awards are meaningful because they recognize performance across multiple investment periods rather than a single strong year. He credited the firm's disciplined investment approach with delivering consistent returns through periods of market volatility.
The Sterling Mortgage Income Fund invests primarily in a diversified portfolio of real estate-backed mortgages, focusing on private real estate credit. The company says the fund seeks consistent income with an emphasis on capital preservation, offering investors exposure to an alternative asset class beyond traditional public markets. Sterling describes itself as a global alternative asset manager specializing in real estate, infrastructure and financial services.
The rankings were based on performance through June 30, 2026, and were determined from a field of 31 qualified Canadian mortgage funds. The fund's average annual returns were 14.40% over one year, 13.41% over three years, 14.15% over five years and 11.32% over ten years. Sterling said its ten-year figure was nearly double the Mortgage Funds category average of 5.86% for the same period. The achievement follows two first-place finishes in 2025, bringing the fund's total to six first-place honours over two consecutive years.
According to the release, the awards involved no nominations or subjective judging. A total of 321 Canadian hedge funds were included in the 2026 program, and winners were determined solely through quantitative performance data collected and tabulated by Fundata Canada.
David Kosoy, Executive Chairman and Founder of Sterling Global Financial, said the awards are meaningful because they recognize performance across multiple investment periods rather than a single strong year. He credited the firm's disciplined investment approach with delivering consistent returns through periods of market volatility.
The Sterling Mortgage Income Fund invests primarily in a diversified portfolio of real estate-backed mortgages, focusing on private real estate credit. The company says the fund seeks consistent income with an emphasis on capital preservation, offering investors exposure to an alternative asset class beyond traditional public markets. Sterling describes itself as a global alternative asset manager specializing in real estate, infrastructure and financial services.
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