How it works: FundGrade and FundGrade A+®

A market and industry review of the year 2021

Congratulations to all the 2020 A+™ Award winners!

Fundata Canada Inc. presented FundGrade A+® Awards for 2020 to 51 companies representing 347 Canadian investment funds on January 22, 2021. Receiving the A+TM Award for 2020 were 185 mutual funds, 55 exchange-traded funds (ETFs), 104 segregated funds, and 3 Responsible Investing funds

View 2020 Winners

2020 A+™ Award Winners


AGF Investments Inc.

AGF Global Convertible Bond Fund

AGF Global Select Fund

AGF U.S. Small-Mid Cap Fund

Arrow Capital Management Inc.

Exemplar Growth and Income Fund

ATB Investment Management Inc.

Compass Conservative Balanced Portfolio

Compass Conservative Portfolio

BlackRock Asset Management Canada Limited

Dynamic Active Canadian Dividend ETF (DXC)

Dynamic Active Crossover Bond ETF (DXO)

Dynamic Active Global Dividend ETF (DXG)

Dynamic Active Global Financial Services ETF (DXF)

Dynamic Active U.S. Dividend ETF (DXU)

iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)

iShares Canadian Growth Index ETF (XCG)

iShares Canadian HYBrid Corporate Bond Index ETF (XHB)

iShares Conservative Strategic Fixed Income ETF (XSE)

iShares Core Canadian Long Term Bond Index ETF (XLB)

iShares Core Canadian Short Term Corporate Bond Index (XSH)

iShares Core Canadian Universe Bond Index ETF (XBB)

iShares NASDAQ-100 Index ETF (CAD-Hedged) (XQQ)

iShares S&P/TSX 60 Index ETF (XIU)

iShares S&P/TSX Capped Materials Index ETF (XMA)

BMO Exchange Traded Funds

BMO Aggregate Bond Index ETF (ZAG)

BMO Discount Bond Index ETF (ZDB)

BMO Floating Rate High Yield ETF (ZFH)

BMO Global Infrastructure Index ETF (ZGI)

BMO High Yield US Corporate Bond Index ETF (ZJK)

BMO Long-Term US Treasury Bond Index ETF (ZTL)

BMO Low Volatility Canadian Equity ETF (ZLB)

BMO Mid Corporate Bond Index ETF (ZCM)

BMO Mid Provincial Bond Index ETF (ZMP)

BMO Mid-Term US IG Corporate Bond Index ETF (ZIC)

BMO Mid-Term US Treasury Bond Index ETF (ZTM)

BMO MSCI All Country World High Quality Indxe ETF (ZGQ)

BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ)

BMO MSCI USA High Quality Index ETF (ZUQ)

BMO Nasdaq 100 Equity Hedged to CAD Index ETF (ZQQ)

BMO Short Corporate Bond Index ETF (ZCS)

BMO US Preferred Share Hedged to CAD Index ETF (ZHP)

BMO US Preferred Share Index ETF (ZUP)

BMO Investments Inc.

BMO Canadian Stock Selection Fund

BMO Conservative ETF Portfolio

BMO Dividend Class

BMO Enterprise Fund

BMO Growth Opportunities Fund

BMO Monthly Income Fund

BMO U.S. Dollar Balanced Fund

Caldwell Investment Management Ltd.

Caldwell Canadian Value Momentum Fund

Canoe Financial LP

Canoe Defensive International Equity Fund

Canoe Global Equity Fund

Capital International Asset Management (Canada), Inc.

Capital Group Global Equity Fund (Canada)

Capital Group International Equity Fund (Canada)

CI Investments Inc.

CI First Asset Gold+ Giants Covered Call ETF (CGXF)

CI First Asset Morningstar Canada Moment Index ETF (WXM)

Cambridge Bond Fund

Sentry Defensive Income Portfolio

Sentry Global Investment Grade Private Pool

Sentry U.S. Monthly Income Fund

Signature Floating Rate Income Fund

SunWise CI American Value Segregated Bundle

SunWise CI Black Creek Global Leaders Bundle

SunWise CI Cambridge American Equity Bundle

SunWise CI Cambridge American Equity Segregated Bundle

SunWise CI Cambridge Canadian Asset Allocation Segregated Fund

SunWise CI Signature Canadian Bond

SunWise CI Signature Corporate Bond Segregated Fund

SunWise CI Signature Global Income & Growth Fund

SunWise CI Synergy American Segregated Bundle

SunWise Dynamic Global Value Segregated Bundle

SunWise Fidelity American Disciplined Equity Bundle

SunWise Sun Life MFS Global Growth Bundle

SunWise Sun Life MFS Global Growth Fund

SunWise Sun Life MFS Global Growth Segregated Bundle

SunWise Sun Life MFS International Value Segregated Bundle

SunWise Sun Life MFS International Value Segregated Fund

SunWise Sun Life MFS U.S. Growth Segregated Bundle

SunWise Sun Life MFS US Growth Bundle

SunWise Sun Life MFS US Growth Fund

United US Equity Growth Pool

CIBC Asset Management Inc.

Axiom Foreign Growth Portfolio

CIBC Balanced Index Fund

CIBC Conservative Passive Portfolio

CIBC Global Technology Fund

CIBC International Equity Fund

CIBC Nasdaq Index Fund

Renaissance Global Science & Technology Fund

Renaissance Global Small-Cap Fund

Renaissance International Equity Fund

Corporation de services du Barreau du Québec

Fonds de placement équilibré du Barreau du Québec

Desjardins Financial Security Life Assurance Company

DFS GIF - Balanced

DFS GIF - Balanced - Desjardins SocieTerra

DFS GIF - Canadian Balanced - Fiera Capital

DFS GIF - Canadian Equity - Fidelity True North

DFS GIF - International Equity Growth - Desjardins

DFS GIF - Maximum Growth

DFS GIF - Moderate

Desjardins Global Asset Management Inc.

Desjardins 1-5 year Laddered Canadian Government Bond Index ETF (DCG)

Desjardins Investments Inc.

Desjardins American Equity Growth Fund

Desjardins Global Equity Growth Fund

Desjardins Global Tactical Bond Fund

Desjardins Overseas Equity Growth Fund

Desjardins SocieTerra American Equity Fund

Desjardins SocieTerra American Equity Fund - RI Equity

Desjardins SocieTerra Cleantech Fund

Melodia Moderate Growth Portfolio

Dynamic Funds

Dynamic Asia Pacific Equity Fund

Dynamic Asset Allocation Private Pool

Dynamic Blue Chip Balanced Fund

Dynamic Conservative Yield Private Pool

Dynamic Dividend Fund

Dynamic Equity Income Fund

Dynamic Financial Services Fund

Dynamic Global Asset Allocation Fund

Dynamic Global Balanced Fund

Dynamic Global Discovery Fund

Dynamic Global Dividend Fund

Dynamic Global Equity Private Pool

Dynamic Global Infrastructure Fund

Dynamic Global Real Estate Fund

Dynamic Global Yield Private Pool

Dynamic International Dividend Private Pool

Dynamic Power American Growth Fund

Dynamic Power Global Balanced Class

Dynamic Power Global Navigator Class

Dynamic Precious Metals Fund

Dynamic Strategic Resource Class

Dynamic Tactical Bond Private Pool

Dynamic U.S. Balanced Class

Dynamic U.S. Equity Private Pool

DynamicEdge Balanced Growth Portfolio

DynamicEdge Balanced Portfolio

DynamicEdge Conservative Class Portfolio

DynamicEdge Defensive Portfolio

DynamicEdge Growth Portfolio

Marquis Balanced Class Portfolio

Marquis Institutional Growth Portfolio

Fidelity Investments Canada ULC

Fidelity Canadian Growth Company Fund

Fidelity Canadian Opportunities Fund

Fidelity Conservative Managed Risk Portfolio

Fidelity Emerging Markets Fund

Fidelity Far East Fund

Fidelity Global Growth Portfolio

Fidelity Global Innovators Class

Fidelity Global Innovators Currency Neutral Class

Fidelity Greater Canada Fund

Fidelity Growth Portfolio

Fidelity Insights Class

Fidelity International Growth Fund

Fidelity Investment Grade Total Bond Fund

Fidelity Multi-Sector Bond Fund

Fidelity North American Equity

Fidelity Special Situations Fund

Fidelity Tactical High Income Currency Neutral Fund

Fidelity Tactical High Income Fund

Fidelity U.S. Growth and Income Private Pool

Franklin Templeton Investments Corp.

Franklin Liberty Core Balanced ETF (FLBA)

Global Growth Assets Inc.

Global Iman Fund

Guardian Capital LP

Guardian Fundamental Global Equity Fund

Horizons ETFs Management (Canada) Inc.

Horizons Active Canadian Bond ETF (HAD)

Horizons Active Canadian Dividend ETF (HAL)

Horizons Active Canadian Municipal Bond ETF (HMP)

Horizons NASDAQ-100 Index ETF (HXQ)

Horizons Pipelines & Energy Services Index (HOG)

Horizons S&P/TSX 60 Index ETF (HXT)

Horizons US 7-10 Year Treasury Bond ETF (HTB)

HSBC Global Asset Management (Canada) Limited

HSBC Small Cap Growth Fund

I.G. Investment Management, Ltd.

IG JPMorgan Emerging Markets Fund

IG Putnam U.S. Growth Fund

IG/CL Balanced GIF

IG/CL Conservative GIF

IG/CL Income Focus GIF

IG/CL Income Growth GIF

IG/CL Moderate Conservative GIF

IG/CL Moderate GIF

IA Clarington Investments Inc.

IA Clarington Inhance Growth SRI Portfolio

IA Clarington Inhance Growth SRI Portfolio - RI Balanced

Independent Order of Foresters

FGF Canadian Bond Fund

Industrial Alliance Insurance and Financial Services Inc.

iA Fidelity Canadian Opportunities Fund

iA Fidelity Canadian Opportunities Hybrid 75/25 Fund

iA Fidelity True North Fund

iA Global Dividend (Dynamic) Fund

iA Global Dividend (Dynamic) Hybrid 75/25 Fund

iA U.S. DAQ Index Fund

Invesco Canada Ltd.

Invesco Emerging Markets Class

Invesco Europlus Fund

Invesco International Companies Fund

Invesco QQQ Index ETF (QQC.F)

Mackenzie Financial Corporation

Mackenzie All China Equity Fund

Mackenzie Canadian Growth Balanced Fund

Mackenzie Canadian Growth Fund

Mackenzie Core Plus Canadian Fixed Income ETF (MKB)

Mackenzie Global High Yield Fixed Income ETF (MHYB)

Mackenzie Income Fund

Mackenzie Maximum Diversification Canada Index ETF (MKC)

Mackenzie U.S. All Cap Growth Fund

Mackenzie Universal Canadian Balanced GIF

Mackenzie Universal Canadian Growth GIF

Mackenzie US Investment Grade Corporate Bond Index ETF (CAD-Hedged) (QUIG)

Manulife Investment Management Limited

Manulife Canadian Balanced Fund

Manulife Canadian Equity Private Pool

Manulife Dividend Income Fund

Manulife Dividend Income Plus Fund

Manulife Dividend Income Private Pool

Manulife Emerging Markets Fund

Manulife Fundamental Balanced Class

Manulife Global Balanced Fund

Manulife Global Small Cap Balanced Fund

Manulife Global Small Cap Fund

Manulife Global Unconstrained Bond Fund

Manulife Moderate Portfolio

Manulife U.S. Balanced Value Private Trust

Manulife U.S. Monthly High Income Fund

Manulife U.S. Unconstrained Bond Fund

Manulife Value Balanced Fund

Mawer Investment Management Ltd.

Mawer Balanced Fund

Mawer Global Balanced 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

MD Financial Management Inc.

MD American Growth Fund

National Bank Investments

NBI Global Equity Fund Investor Series

NBI International High Conviction Equity Private Portfolio

NBI Quebec Growth Fund

NBI U.S. Equity Fund

NBI U.S. Equity Private Portfolio

NBI U.S. High Conviction Equity Private Portfolio

North Growth Management Ltd.

North Growth Canadian Equity Fund

Primerica Life Insurance Company of Canada

Common Sense Asset Builder VII

Professionals' Financial - Mutual Funds Inc.

FDP Balanced Portfolio

FDP Canadian Equity Portfolio

Purpose Investments Inc.

Purpose Best Ideas Fund ETF (PBI.B)

Purpose Tactical Asset Allocation Fund

Purpose US Preferred Share Fund ETF (RPU)

RBC Global Asset Management Inc.

BlueBay Emerging Markets Corporate Bond

BlueBay European High Yield Bond Fund

PH&N Balanced Pension Trust

PH&N Global Equity Fund

PH&N Inflation-Linked Bond Fund

PH&N LifeTime 2020 Fund

PH&N LifeTime 2030 Fund

PH&N LifeTime 2035 Fund

PH&N LifeTime 2045 Fund

PH&N Small Float Fund

RBC Bond Fund

RBC Emerging Markets Bond Fund

RBC Emerging Markets Equity Fund

RBC European Mid-Cap Equity Fund

RBC Global Equity Focus Fund

RBC Global Growth & Income Fund

RBC Global Precious Metals Fund

RBC Life Science and Technology Fund

RBC Select Conservative Portfolio

RBC Target 2025 Education Fund

RBC U.S. Mid-Cap Growth Equity Fund

RBC U.S. Monthly Income Fund

RBC Vision Balanced Fund

RBC Vision Bond Fund - RI Fixed Income

RBC Vision Fossil Fuel Free Global Equity Fund

RBC Vision Global Equity Fund

RBC Life Insurance Company

RBC Balanced GIF

RBC Bond GIF

RBC Global Equity GIF

Russell Investments Canada Limited

Russell Investments Canadian Fixed Income Fund

ScotiaFunds

Scotia Canadian Dividend Fund

Scotia Diversified Balanced Fund

Scotia Global Growth Fund

Scotia Nasdaq Index Fund

Scotia Resource Fund

SLGI Asset Management Inc.

Sun Life Dynamic Equity Income Fund

Sun Life MFS Global Growth Fund

Sun Life MFS International Opportunities Fund

Sun Life MFS International Value Fund

Sun Life MFS U.S. Growth Fund

Société de gérance des fonds FMOQ Inc.

Fonds FMOQ Omniresponsable

SSQ, Life Insurance Company Inc.

SSQ Fiera Capital Canadian Small Cap Equity GIF

SSQ Fiera Capital Global Equity GIF

SSQ Fiera Capital U.S. Equity GIF

SSQ Lazard Global Infrastructure GIF

Steadyhand Investment Management Ltd.

Steadyhand Equity Fund

Stone Asset Management Limited

Stone Global Growth Fund

Sun Life Assurance Company of Canada

Sun GIF Solutions Fiera Global Equity

Sun GIF Solutions Fiera US Equity

Sun GIF Solutions Franklin Global Growth

Sun GIF Solutions Sun Life Dynamic Equity Income

Sun GIF Solutions Sun Life MFS Global Growth

Sun GIF Solutions Sun Life MFS International Value

Sun GIF Solutions Sun Life MFS US Growth

Sun GIF Sun Life MFS US Equity Bundle

SunWise CI American Value Segregated Bundle

SunWise CI Black Creek Global Leaders Bundle

SunWise CI Cambridge American Equity Bundle

SunWise CI Cambridge American Equity Segregated Bundle

SunWise CI Cambridge Canadian Asset Allocation Segregated Fund

SunWise CI Signature Canadian Bond

SunWise CI Signature Corporate Bond Segregated Fund

SunWise CI Signature Global Income & Growth Fund

SunWise CI Synergy American Segregated Bundle

SunWise Dynamic Global Value Segregated Bundle

SunWise Fidelity American Disciplined Equity Bundle

SunWise Sun Life MFS Global Growth Bundle

SunWise Sun Life MFS Global Growth Fund

SunWise Sun Life MFS Global Growth Segregated Bundle

SunWise Sun Life MFS International Value Segregated Bundle

SunWise Sun Life MFS International Value Segregated Fund

SunWise Sun Life MFS U.S. Growth Segregated Bundle

SunWise Sun Life MFS US Growth Bundle

SunWise Sun Life MFS US Growth Fund

Tangerine Investment Management Inc.

Tangerine Balanced Income Portfolio

TD Asset Management Inc.

TD Balanced Growth Fund

TD Global Entertainment & Communications Fund

TD Managed Index Income Portfolio

TD U.S. Blue Chip Equity Fund

TD U.S. Mid-Cap Growth Fund

TD U.S. Monthly Income Fund

The Canada Life Assurance Company

Canada Life Balanced (Greystone)

Canada Life Corporate Bond (Portico)

Canada Life Diversified (GWLIM)

Canada Life Floating Rate Income (Mackenzie)

Canada Life Global Growth (Mackenzie)

Canada Life Income (Mackenzie)

Canada Life International Opportunity (JP Morgan)

Canada Life Mid Cap Canada (GWLIM)

Canada Life Mortgage (Portico)

Canada Life Short Term Bond (Portico)

Canada Life U.S. Growth (Putnam)

Canada Life U.S. Mid Cap (London Capital)

The Equitable Life Insurance Company of Canada

Equitable Life Accumulative Income Fund

Equitable Life Common Stock Fund

Equitable Life Dynamic American Fund

Equitable Life Dynamic Equity Income Fund

Equitable Life Dynamic Global Discovery Fund

Equitable Life Dynamic Power Global Growth Fund

Equitable Life Invesco International Companies Fund

The Manufacturers Life Insurance Company

Manulife Balanced Income Private Segregated Pool

Manulife Canadian Balanced GIF

Manulife Canadian Equity Private Segregated Pool

Manulife Conservative Portfolio GIF Select

Manulife Dividend Income GIF

Manulife Fidelity True North GIF

Manulife Fundamental Equity GIF Select

Manulife Global Equity Class GIF Select

Manulife Global Equity Private Segregated Pool

Manulife Global Fixed Income Private Segregated Pool

Manulife Global Small Cap GIF Select

Manulife Ideal Fundamental Dividend Fund

Manulife Ideal Global Balanced Fund

Manulife Ideal Tactical Income Fund

Manulife Ideal U.S. Monthly High Income Fund

Manulife Invesco Europlus GIF Select

Manulife Monthly High Income GIF

Manulife National Bank Bundle GIF

Manulife PensionBuilder Guaranteed Income Fund

Manulife RetirementPlus Dividend Income Plus Fund

Manulife RetirementPlus Guaranteed Income

Manulife RetirementPlus Yield Opportunities

Manulife Simplicity Moderate Portfolio GIF

Manulife Strategic Dividend Bundle GIF Select

Manulife Strategic Income GIF Select

Manulife U.S. Balanced Value Private Segregated Pool

Manulife U.S. Unconstrained Bond GIF Select

Manulife Value Balanced GIF Select

Value Partners Investments Inc.

VPI Canadian Balanced Pool

Vanguard Investments Canada Inc.

Vanguard Canadian Aggregate Bond Index ETF (VAB)

Vanguard Canadian Government Bond Index ETF (VGV)

Vanguard Canadian Short-Term Corporate Bond Index (VSC)

Vanguard Conservative ETF Portfolio (VCNS)