Last updated: Apr-23-2019


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    Scott Newman, Vice President and Global Investment Strategies Team Lead at Invesco Canada, on the power of dividend growth. more…

FundGrade A+™ Rating ranks the best of the best

The FundGrade A+ Rating identifies funds with not only the best risk-adjusted returns but also those demonstrating the highest level of consistency. The FundGrade A+ Rating is awarded annually to funds that achieve consistently high FundGrade scores through an entire calendar year.

The FundGrade A+ Rating is a totally objective, transparent, score-based calculation using a grade point average that ranks funds to determine the annual “best-of-the-best” ratings. As such, the FundGrade A+ Rating provides investors, advisors, and fund managers with a single, reliable, easy-to understand fund-performance rating based on an entire calendar year. Click here for more information.

The RI FundGrade A+ calculation is exactly the same as the monthly FundGrade calculation above, wherein funds are ranked based on Sharpe, Information, and Sortino ratios using up to 10 years of history. The funds with the top overall rankings in each of the Equity, Balanced, and Fixed Income categories at the end of the year are awarded the RI FundGrade A+.

Fundata is pleased to announce the winners for the 2013 calendar year:

Click here for the current winners.

AEGON Fund Management Inc.
AEGON imaxx Canadian Bond Fund
Astra Funds
ASTRA Carnegie International Equity
ASTRA Celestia Conservative
ASTRA Fiera Capital Bond
ASTRA Jarislowsky Fraser Ltd. Canadian Value Equity
ASTRA Triasima Canadian Equity
ATB Investment Management Inc.
Compass Balanced Growth Portfolio
Compass Balanced Portfolio
Compass Conservative Balanced Portfolio
Compass Conservative Portfolio
Beutel, Goodman & Company Ltd.
Beutel Goodman American Equity Fund
Beutel Goodman Canadian Dividend Fund
Beutel Goodman Canadian Equity Plus Fund
Beutel Goodman Canadian Intrinsic Fund
BlackRock Asset Management Canada Ltd.
iShares 1-5 Year Laddered Corporate Bond Index (CBO)
iShares DEX All Corporate Bond Index ETF (XCB)
iShares DEX Real Return Bond Index ETF (XRB)
iShares DEX Short Term Bond Index ETF (XSB)
iShares MSCI World Index ETF (XWD)
iShares US Fundamental Index ETF (CLU.C)
BMO Asset Management Inc.
BMO Global Infrastructure Index ETF (ZGI)
BMO Junior Oil Index ETF (ZJO)
BMO Long Corporate Bond Index ETF (ZLC)
BMO Mid Corporate Bond Index ETF (ZCM)
BMO Real Return Bond Index ETF (ZRR)
BMO Short Corporate Bond Index ETF (ZCS)
BMO Investments Inc.
BMO Enterprise Fund
BMO European Fund
BMO Global Energy Class
BMO International Value Class
Canada Life Assurance Company
CAN FT Moderate Income (PSG)
CAN Global Balanced (M)
Canada Life Far East Equity Fund
Capital International Asset Management Canada Inc.
Capital International - Global Equity
Chou Associates Management Inc.
Chou Europe Fund
CI Investments Inc.
Black Creek Global Balanced Fund
Black Creek International Equity Fund
Cambridge Canadian Equity Corporate Class
Cambridge High Income Fund
CI Global Health Sciences Corporate Class
CI Signature Global Income & Growth Fund
CI Signature High Income Fund
Clarica MVP Growth Fund
Portfolio Series Income Fund
Select Canadian Equity Managed Corporate Class
Sun Life Sunfund
SunWise Elite CI Cambridge Balanced
SunWise Elite CI Cambridge Core Bundle
SunWise Essential CI American Value Segregated Bundle
SunWise Essential CI Cambridge Canadian Equity Segregated Bundle
SunWise Essential CI Cambridge Segregated Diversified Bundle
SunWise Essential CI Synergy American Segregated Bundle
SunWise Essential Fidelity American Disciplined Equity
United Canadian Equity Alpha Corporate Class
United Enhanced Income Pool
United International Equity Growth Pool Class
CIBC Asset Management
CIBC Global Bond Fund
CIBC Nasdaq Index Fund
CIBC U.S. Broad Market Index Fund
Connor, Clark & Lunn Private Capital Ltd.
CC&L Diversified Income Portfolio
Desjardins Investments Inc.
Desjardins Emerging Markets Fund
EdgePoint Wealth Management Inc.
EdgePoint Global Growth & Income Portfolio
Fidelity Investments Canada ULC
Fidelity Canadian Growth Company Fund
Fidelity Canadian Large Cap Fund
Fidelity ClearPath 2015 Portfolio
Fidelity ClearPath 2020 Portfolio
Fidelity ClearPath 2035 Portfolio
Fidelity Corporate Bond Fund
Fidelity Global Growth Portfolio
Fidelity Global Monthly Income Fund
Fidelity Growth Portfolio
Fidelity Income Allocation Fund
Fidelity Monthly Income Fund
Fidelity Small Cap America Fund
Fiera Capital Corp.
Fiera Capital Global Equity Fund
First Asset Investment Management Inc.
First Asset REIT Income Fund
Franklin Templeton Investments Corp.
Franklin Bissett Canadian All Cap Balanced Fund
Franklin Bissett Canadian Equity Fund
Franklin Bissett Corporate Bond Fund
Franklin Bissett Dividend Income Fund
Franklin Bissett Energy Corporate Class
Franklin Bissett Microcap Fund
Gestion Ferique
FÉRIQUE Asian Fund
Great-West Life Assurance Company
GWL Balanced Fund (B)
GWL Balanced Income Portfolio (PSG) NL
GWL Canadian Equity Fund (B)
GWL Canadian Equity Fund (BT)
GWL Foreign Equity Fund (M)
GWL FT Balanced Income (PSG)
GWL FT Moderate Income (PSG)
GWL Global Balanced (M)
GWL International Opportunity (JPM)
GWL Japan Equity (M)
GWL Moderate Income Portfolio
GWL Moderate Portfolio Fund (PSG)
Horizons Exchange Traded Funds
Horizons Active Corporate Bond ETF (HAB)
HSBC Global Asset Management (Canada) Ltd.
HSBC Small Cap Growth Fund
Independent Order of Foresters
Forester Growth Funds - American Index Fund
Forester Growth Funds - Balanced
Forester Growth Funds - Equity
Industrial Alliance
IA Ecoflex U.S. DAQ Index
IA Ecxtra Canadian Balanced (QV)
IA Ecxtra GS Canadian Equity Small Cap (QV)
IA SRP Ex-Classic Canadian Equity Small Cap (QV)
IA SRP Strategic Equity Income Hybrid
Invesco Canada Ltd.
Invesco Indo-Pacific Fund
PowerShares 1-5 Year Laddered Corporate Bond Index Fund
PowerShares High Yield Corporate Bond Index
Trimark Canadian Endeavour Fund
Trimark Canadian Plus Dividend Class
Trimark Diversified Income Class
Trimark Diversified Yield Class
Trimark Europlus Fund
Trimark Global Dividend Class
Trimark Global Small Companies Class
Investors Group Investment Management Ltd.
IG Franklin Bissett Canadian Equity Fund
Investors International Small Cap Class
Leith Wheeler Investment Counsel Ltd.
Leith Wheeler Canadian Equity Fund
Leith Wheeler Income Advantage Fund
London Life Insurance Company
LON Global Balanced (M)
London Life 2020 Profile (PSG)
London Life Canadian Equity Fund (BG)
Mackenzie Financial Corporation
Mackenzie Corporate Bond Fund
Mackenzie Ivy Foreign Equity Fund
Mackenzie Ivy Global Balanced Fund
Mackenzie US Large Cap Class
Manulife Financial
Manulife Canadian Dividend Fund
Manulife CI Cambridge Bundle Fund
Manulife Tax-Managed Growth Segregated Fund
Manulife Mutual Funds
Manulife Canadian Balanced Fund
Manulife Diversified Investment Fund
Manulife Global Equity Class
Manulife Global Infrastructure Fund
Manulife Global Small Cap Fund
Manulife Monthly High Income Fund
Manulife U.S. Equity Fund
Matrix Asset Management Inc.
Marquest Tax Deferred Income Fund
Mawer Investment Management Ltd.
Mawer Balanced Fund
Mawer Canadian Equity Fund
Mawer Global Equity Fund
Mawer Global Small Cap Fund
Mawer International Equity Fund
Mawer New Canada Fund
Mawer Tax Effective Balanced Fund
Mawer U.S. Equity Fund
National Bank Securities Inc.
Altamira U.S. Index Fund Investor Series
Jarislowsky Fraser Select Income Fund
Meritage Growth Income Portfolio
National Bank Income & Growth Managed Portfolio
Omega Canadian Equity Fund
Norrep Funds Inc.
Norrep Energy Class
Norrep Entrepreneurs Class
Northwest and Ethical Investments L.P.
NEI Ethical Canadian Equity Fund
NEI Ethical Select Growth Portfolio - RI Category
NEI Ethical Special Equity Fund - RI Category
NEI Northwest Tactical Yield Fund
OceanRock Investments Inc.
Meritas Income & Growth Portfolio - RI Category
O'Leary Funds Management LP
O'Leary Canadian Bond Yield Fund
PenderFund Capital Management Ltd.
Pender Canadian Equity Fund
Pender Small Cap Opportunities Fund
PIMCO Canada Corp.
PIMCO Canadian Real Return Bond Fund
PIMCO Monthly Income Fund
Pro-Financial Asset Management
Pro FTSE RAFI Hong Kong China Index Fund
RBC Global Asset Management Inc.
RBC Canadian Equity Income Fund
RBC Emerging Markets Equity Fund
RBC Global Corporate Bond Fund
RBC North American Value Fund
RBC O'Shaughnessy U.S. Value Fund
Renaissance Investments
Renaissance Corporate Bond Capital Yield
Renaissance Optimal Income Portfolio
Russell Investments Canada Ltd.
Russell Global Equity Fund
Scotia Mutual Funds
Scotia Dividend Balanced Fund
Scotia Global Balanced Fund
Scotia Nasdaq Index Fund
Sentry Investments Inc.
Sentry Canadian Income Fund
Sentry Conservative Balanced Income Fund
Sentry Growth & Income Fund
Sentry Small Mid Cap Income Fund
Steadyhand Investment Funds Inc.
Steadyhand Equity Fund
Steadyhand Income Fund
Stone Asset Management Ltd.
Stone & Co. Flagship Growth & Income Fund Canada
Sun Life Global Investments Inc.
Sun Life MFS Global Total Return Fund
Sun Life MFS Global Value Fund
Sun Life MFS International Value Fund
Sun Life Milestone 2035 Fund
TD Asset Management Inc.
TD Advantage Balanced Income Portfolio
TD Canadian Core Plus Bond Fund
TD Entertainment & Communications Fund
TD Global Dividend Fund
TD U.S. Blue Chip Equity Fund
TD U.S. Quantitative Equity Fund
Transamerica Life Canada
Transamerica Canadian Bond GIF
Transamerica Canadian Short-Term Bond GIF
Transamerica TD Dividend Balanced
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