How it works: FundGrade and FundGrade A+®

A market and industry review of the year 2021

Congratulations to all the 2021 A+™ Award winners!

Fundata Canada Inc. presented FundGrade A+® Awards for 2021 to 57 companies representing 386 Canadian investment funds on January 26, 2022. Receiving the A+™ Award for 2021 were 206 mutual funds, 62 exchange-traded funds (ETFs), 115 segregated funds, and 3 Responsible Investing funds.

View 2021 Winners

2021 A+™ Award Winners


AGF Investments Inc.

AGFiQ Global Multi-Sector Bond ETF (QGB)

AGF Global Convertible Bond Fund

AGF Global Select Fund

AGF U.S. Small-Mid Cap Fund

Arrow Capital Management Inc.

Arrow Canadian Advantage Alternative Class

Exemplar Growth and Income Fund

ATB Investment Management Inc.

Compass Balanced Portfolio

Compass Conservative Balanced Portfolio

Compass Conservative Portfolio

Beutel Goodman & Company Ltd.

Beutel Goodman Core Plus Bond Fund

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 Preferred Shares ETF (DXP)

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

iShares Canadian Growth Index ETF (XCG)

iShares Core Canadian Short Term Corporate Bond Index (XSH)

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

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

iShares S&P/TSX Global Base Metals Index ETF (XBM)

BMO Exchange Traded Funds

BMO Discount Bond Index ETF (ZDB)

BMO Floating Rate High Yield ETF (ZFH)

BMO Long Corporate Bond Index ETF (ZLC)

BMO Low Volatility Canadian Equity ETF (ZLB)

BMO Mid Provincial Bond Index ETF (ZMP)

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

BMO Global Infrastructure Index ETF (ZGI)

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 Investments Inc.

BMO Growth Opportunities Fund

BMO Sustainable Opportunities Global Equity Fund

BMO U.S. Dollar Balanced Fund

Caldwell Investment Management Ltd.

Caldwell Canadian Value Momentum Fund

Canada Life Investment Management Ltd.

Canada Life Pathways Emerging Markets Large Cap Equity Fund

Canada Life Pathways Global Multi Sector Bond Fund

Canada Life Pathways International Concentrated Equity Fund

Canada Life US All Cap Growth Fund

Canoe Financial LP

Canoe Defensive International Equity Fund

Capital International Asset Management (Canada), Inc.

Capital Group Global Equity Fund (Canada)

Capital Group International Equity Fund (Canada)

CI Investments Inc.

CI Munro Alternative Global Growth ETF (CMAG)

CI Canadian Core Plus Bond Fund

CI Canadian Equity Private Pool

CI Floating Rate Income Fund

CI Global Income & Growth Fund

CI Global Investment Grade Class

CI Munro Alternative Global Growth Fund

SunWise Essential CI Black Creek Global Leaders Segregated Bundle

SunWise Essential CI Canadian Asset Allocation Segregated Fund

SunWise Essential CI Premier Global Income & Growth Segregated Fund

SunWise Essential CI Synergy American Segregated Bundle

SunWise Essential CI Canadian Bond Segregated Fund

SunWise Essential CI Corporate Bond Segregated Fund

SunWise Essential CI Select Global Segregated Bundle

SunWise Essential CI U.S. Equity Segregated Bundle

SunWise Essential 2 CI Global Income & Growth Segregated Fund

SunWise Essential 2 CI U.S. Stock Selection Segregated Bundle

SunWise Essential 2 CI U.S. Equity Segregated Bundle

SunWise Essential Fidelity American Disciplined Equity Segregated Bundle

SunWise Elite CI Canadian Asset Allocation Fund

SunWise Elite CI Canadian Balanced Fund

SunWise Essential 2 Portfolio Series Growth Segregated Fund

SunWise Essential 2 Sun Life MFS Global Growth Segregated Bundle

SunWise Essential 2 Sun Life MFS U.S. Growth Segregated Bundle

SunWise Essential 2 CI Global Equity Segregated Bundle

SunWise Essential Sun Life MFS Global Growth Segregated Bundle

SunWise Essential Sun Life MFS Global Growth Segregated Fund

SunWise Essential Sun Life MFS U.S. Growth Segregated Bundle

SunWise Essential Sun Life MFS U.S. Growth Segregated Fund

CI Canadian Convertible Bond ETF (CXF)

CI Canadian REIT ETF (RIT)

CI Morningstar International Momentum Index ETF (ZXM)

CI Preferred Share ETF (FPR)

CI Canadian Dividend Fund

CI Global Asset Allocation Private Pool

CI Global Core Plus Bond Fund

CI Global Equity Momentum Private Pool

United US Equity Growth Pool

CIBC Asset Management Inc.

CIBC Active Investment Grade Corporate Bond ETF (CACB)

CIBC Balanced Index Fund

CIBC European Equity Fund

CIBC Global Technology Fund

CIBC Nasdaq Index Fund

CIBC Conservative Passive Portfolio

Renaissance Global Science and Technology Fund

Renaissance Global Small-Cap Fund

Renaissance International Equity Fund

Axiom Foreign Growth Portfolio

Corporation de services du Barreau du Québec

Fonds de placement équilibré du Barreau du Québec

Fonds de placement dividends du Barreau du Québec

Desjardins Financial Security Life Assurance Company

DFS GIF - Balanced - Desjardins SocieTerra

DFS GIF - Balanced

DFS GIF - Canadian Balanced - Fiera Capital

DFS GIF - Canadian Equity - Fidelity True North

DFS GIF - Growth - Desjardins SocieTerra

DFS GIF - Maximum Growth - Desjardins SocieTerra

DFS GIF - Maximum Growth

DFS GIF - Moderate

DFS GIF - International Equity Growth - Desjardins

Desjardins Global Asset Management Inc.

Desjardins RI Canada - Low CO2 Index ETF (DRMC)

Desjardins RI USA - Low CO2 Index ETF (DRMU)

Desjardins Investments Inc.

Desjardins American Equity Growth Fund

Desjardins Overseas Equity Growth Fund

Desjardins SocieTerra American Equity Fund

Desjardins SocieTerra Cleantech Fund

Desjardins SocieTerra Positive Change Fund

Melodia Moderate Growth Portfolio

Desjardins Global Equity Growth Fund

Dynamic Funds

Dynamic Asia Pacific Equity Fund

Dynamic Asset Allocation Private Pool

Dynamic Blue Chip Balanced Fund

Dynamic Canadian Dividend Fund

Dynamic Conservative Yield Private Pool

Dynamic Dividend Fund

Dynamic Financial Services Fund

Dynamic Global Asset Allocation Fund

Dynamic Global Balanced Fund

Dynamic Global Equity Fund

Dynamic Global Equity Private Pool

Dynamic International Dividend Private Pool

Dynamic International Equity Fund

Dynamic Power Global Balanced Class

Dynamic Power Global Navigator Class

Dynamic Precious Metals Fund

Dynamic Preferred Yield Class

Dynamic U.S. Balanced Class

Dynamic Alternative Managed Risk Private Pool

Dynamic Blue Chip Equity Fund

Dynamic U.S. Equity Private Pool

DynamicEdge Conservative Class Portfolio

DynamicEdge Balanced Growth Portfolio

DynamicEdge Growth Portfolio

Marquis Institutional Growth Portfolio

Evolve Funds Group Inc.

Evolve Active Core Fixed Income Fund - Unhedged ETF Units (FIXD)

Evolve Innovation Index Fund - Hedged ETF Units (EDGE)

Evolve Innovation Index Fund

Fidelity Investments Canada ULC

Fidelity Canadian Growth Company Fund

Fidelity Canadian Opportunities Fund

Fidelity Dividend Fund

Fidelity Emerging Markets Fund

Fidelity Founders Class

Fidelity Founders Currency Neutral Class

Fidelity Global Innovators Class

Fidelity Global Innovators Currency Neutral Class

Fidelity Greater Canada Fund

Fidelity International Growth Fund

Fidelity International High Quality Index ETF Fund

Fidelity North American Equity Class

Fidelity Special Situations Fund

Fidelity Tactical High Income Currency Neutral Fund

Fidelity Tactical High Income Fund

Fidelity True North Fund

Fidelity U.S. Growth and Income Private Pool

Fidelity Global Growth Portfolio

Fidelity Growth Portfolio

Fidelity International High Quality Index ETF (FCIQ)

Fidelity U.S. High Quality Currency Neutral Index ETF (FCQH)

Fidelity U.S. High Quality Index ETF (FCUQ)

Fidelity Multi-Sector Bond Currency Neutral Fund

Fidelity ClearPath 2025 Portfolio

Fidelity ClearPath 2035 Portfolio

Fidelity ClearPath 2045 Portfolio

Fidelity ClearPath 2060 Portfolio

Fiera Capital Corporation

imaxx Canadian Bond Fund

Franklin Templeton Investments Corp.

Franklin Liberty Core Balanced ETF (FLBA)

FT Portfolios Canada Co.

First Trust International Capital Strength ETF (FINT)

Global Growth Assets Inc.

Global Iman Fund

Horizons ETFs Management (Canada) Inc.

Horizons Active Canadian Municipal Bond ETF (HMP)

Horizons Balanced TRI ETF Portfolio (HBAL)

Horizons Conservative TRI ETF Portfolio (HCON)

Horizons Global Sustainability Leaders Index ETF (ETHI)

Horizons NASDAQ-100 Index ETF (HXQ)

Horizons Pipelines & Energy Services Index (HOG)

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

Horizons Global Sustainability Leaders Index ETF (ETHI) - RI Equity Award

HSBC Global Asset Management (Canada) Limited

HSBC Wealth Compass Moderate Conservative Fund

IG Wealth Management

IG Putnam U.S. Growth Fund

iProfile Emerging Markets Private Pool

iProfile Fixed Income Private Pool

IG/CL Balanced GIF

IG/CL Income Growth GIF

IA Clarington Investments Inc.

IA Clarington Inhance Balanced SRI Portfolio

IA Clarington Inhance Growth SRI Portfolio

IA Clarington Inhance Growth SRI Portfolio - RI Balanced Award

Independent Order of Foresters

FGF Canadian Bond Fund

Industrial Alliance Insurance and Financial Services Inc.

iA Fidelity Canadian Opportunities

iA Fidelity Canadian Opportunities Hybrid 75/25 Fund

iA Core Plus Bond (Wellington Square)

iA Global Dividend (Dynamic) Fund

iA Global Dividend (Dynamic) Hybrid SRP 75/25 Fund

iA Fidelity True North Fund

iA Fidelity True North Hybrid 75/25 Fund

iA U.S. DAQ Index

Invesco Canada Ltd.

Invesco 1-5 Year Laddered Investment Grade Corporate Bond Index ETF (PSB)

Invesco ESG Canadian Core Plus Bond ETF (BESG)

Invesco NASDAQ 100 Index ETF - CAD Hedged (QQC.F)

Invesco Europlus Fund

Invesco Global Bond Fund

Lysander Funds Limited

Lysander-Canso Bond Fund

Lysander-Canso Broad Corporate Bond Fund

Lysander-Canso Corporate Value Bond Fund

Mackenzie Investments

Mackenzie China A-Shares CSI 300 Index ETF (QCH)

Mackenzie Core Plus Canadian Fixed Income ETF (MKB)

Mackenzie Global High Yield Fixed Income ETF (MHYB)

Mackenzie US TIPS Index ETF (CAD-Hedged) (QTIP)

Mackenzie Universal Canadian Balanced GIF

Mackenzie Universal Canadian Growth GIF

Mackenzie Canadian Growth Balanced Fund

Mackenzie Canadian Growth Fund

Mackenzie ChinaAMC All China Equity Fund

Mackenzie Global Growth Balanced Fund

Mackenzie Greenchip Global Environmental All Cap Fund

Mackenzie Income Fund

Mackenzie US All Cap Growth Fund

Manulife Investment Management Limited

Manulife Canadian Equity Class

Manulife Dividend Income Fund

Manulife Fundamental Balanced Class

Manulife Global Balanced Fund

Manulife Global Monthly High Income Fund

Manulife Global Small Cap Balanced Fund

Manulife U.S. Balanced Value Private Trust

Manulife U.S. Monthly High Income Fund

Manulife Yield Opportunities Fund

Manulife Moderate Portfolio

Manulife Fundamental Equity Fund

Manulife Strategic Dividend Bundle

Manulife Simplicity Moderate Portfolio

Manulife Balanced Income Private Trust

Manulife Global Fixed Income Private Trust

Mawer Investment Management Ltd.

Mawer Balanced Fund

Mawer Global Balanced Fund

Mawer Global Small Cap Fund

Mawer International Equity Fund

Mawer New Canada Fund

Mawer Tax Effective Balanced Fund

Middlefield Limited

Middlefield REIT INDEXPLUS ETF (IDR)

National Bank Investments

NBI Diversified Emerging Markets Equity Fund

NBI Global Equity Fund

NBI International High Conviction Equity Private Portfolio

NBI U.S. Equity Fund

NBI U.S. Equity Private Portfolio

NBI U.S. High Conviction Equity Private Portfolio

Ninepoint Partners LP

Ninepoint Energy Fund

North Growth Management Ltd.

North Growth Canadian Equity Fund

Northwest & Ethical Investments L.P.

NEI Emerging Markets Fund

PenderFund Capital Management Ltd.

Pender Corporate Bond Fund

Picton Mahoney Asset Management

Picton Mahoney Fortified Multi-Asset Fund

PIMCO Canada Corp.

PIMCO Monthly Income Fund (Canada)

Professionals' Financial - Mutual Funds Inc.

FDP Balanced Income Portfolio

FDP Balanced Portfolio

Purpose Investments Inc.

Purpose Best Ideas Fund - ETF Non-Currency Hedged (PBI.B)

Purpose Canadian Equity Growth Fund

Purpose Strategic Yield Fund

Purpose Tactical Asset Allocation Fund

RBC Global Asset Management Inc.

Phillips, Hager & North Balanced Pension Trust

Phillips, Hager & North Global Equity Fund

Phillips, Hager & North High Yield Bond Fund

Phillips, Hager & North Inflation-Linked Bond Fund

Phillips, Hager & North Small Float Fund

RBC 1-5 Year Laddered Corporate Bond ETF (RBO)

RBC PH&N Short Term Canadian Bond ETF (RPSB)

RBC Target 2023 Corporate Bond Index ETF (RQK)

RBC Target 2025 Corporate Bond Index ETF (RQN)

BlueBay European High Yield Bond Fund

BlueBay Global Convertible Bond Fund

RBC Bond Fund

RBC European Mid-Cap Equity Fund

RBC Global Equity Focus Fund

RBC Life Science and Technology Fund

RBC Managed Payout Solution - Enhanced Plus

RBC North American Growth Fund

RBC U.S. Mid-Cap Growth Equity Fund

RBC U.S. Monthly Income Fund

RBC Vision Balanced Fund

RBC Vision Fossil Fuel Free Global Equity Fund

RBC Vision Global Equity Fund

BlueBay Emerging Markets Corporate Bond Fund

RBC Asia Pacific ex-Japan Equity Fund

RBC Retirement 2020 Portfolio

RBC Managed Payout Solution - Enhanced

RBC Select Conservative Portfolio

RBC Vision Bond Fund - RI Fixed Income Award

RBC Life Insurance Company

RBC Balanced GIF

RBC BlueBay Global Convertible Bond GIF (Canada)

RBC Bond GIF

RBC Global Dividend Growth GIF

RBC Global Equity GIF

RGP Investments

Sectorwise Balanced Portfolio

Sectorwise Conservative Portfolio

Sectorwise Growth Portfolio

Russell Investments Canada Limited

Russell Investments Canadian Fixed Income Fund

ScotiaFunds

Scotia Canadian Balanced Fund

Scotia Canadian Dividend Fund

Scotia Diversified Balanced Fund

Scotia Global Growth Fund

Scotia Nasdaq Index Fund

Scotia Resource Fund

Scotia Selected Maximum Growth Portfolio

SLGI Asset Management Inc.

Sun Life MFS Global Growth Fund

Sun Life MFS International Value Fund

Sun Life MFS U.S. Growth Fund

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

Universal Life SSQ C Worldwide International Equity

Universal Life SSQ CI Signature Global Income and Growth

Universal Life SSQ Fiera Capital Global Equity

Universal Life SSQ Growth Strategy

Universal Life SSQ Lazard Global Infrastructure

Starlight Investments Capital LP

Starlight Global Infrastructure Fund

Stone Asset Management Limited

Stone Dividend Growth Class

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 MFS Global Growth

Sun GIF Solutions Sun Life MFS US Growth

SunWise Essential CI Black Creek Global Leaders Segregated Bundle

SunWise Essential CI Canadian Asset Allocation Segregated Fund

SunWise Essential CI Premier Global Income & Growth Segregated Fund

SunWise Essential CI Synergy American Segregated Bundle

SunWise Essential CI Canadian Bond Segregated Fund

SunWise Essential CI Corporate Bond Segregated Fund

SunWise Essential CI Select Global Segregated Bundle

SunWise Essential CI U.S. Equity Segregated Bundle

SunWise Essential 2 CI Global Income & Growth Segregated Fund

SunWise Essential 2 CI U.S. Stock Selection Segregated Bundle

SunWise Essential 2 CI U.S. Equity Segregated Bundle

SunWise Essential Fidelity American Disciplined Equity Segregated Bundle

SunWise Elite CI Canadian Asset Allocation Fund

SunWise Elite CI Canadian Balanced Fund

SunWise Essential 2 Portfolio Series Growth Segregated Fund

SunWise Essential 2 Sun Life MFS Global Growth Segregated Bundle

SunWise Essential 2 Sun Life MFS U.S. Growth Segregated Bundle

SunWise Essential 2 CI Global Equity Segregated Bundle

SunWise Essential Sun Life MFS Global Growth Segregated Bundle

SunWise Essential Sun Life MFS Global Growth Segregated Fund

SunWise Essential Sun Life MFS U.S. Growth Segregated Bundle

SunWise Essential Sun Life MFS U.S. Growth Segregated Fund

Tangerine Investment Management Inc.

Tangerine Balanced Income Portfolio

TD Asset Management Inc.

TD Global Entertainment & Communications Fund

TD NASDAQ Index Fund

TD U.S. Blue Chip Equity Fund

TD U.S. Mid-Cap Growth Fund

TD U.S. Monthly Income Fund

TD U.S. Small-Cap Equity Fund

The Canada Life Assurance Company

Canada Life American Growth (AGF)

Canada Life CI Balanced Income (PSG)

Canada Life Corporate Bond (Portico)

Canada Life Floating Rate Income (Mackenzie)

Canada Life International Opportunity (JPMorgan)

Canada Life Balanced (TD Greystone)

Canada Life Fidelity Balanced (PSG)

Canada Life Global Growth Opportunities

Canada Life U.S. All Cap Growth

Canada Life Mackenzie Moderate Income (PSG)

Canada Life Mid Cap Canada (GWLIM)

Canada Life Mortgage (Portico)

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

Canada Life Fidelity Moderate Income

Canada Life Income (Mackenzie)

Canada Life Fidelity True North ®

Canada Life Fidelity Moderate Income (PSG)

Canada Life Emerging Markets (Putnam)

Canada Life 2050 Profile (PSG)

Canada Life Global Growth (Mackenzie)

Canada Life U.S. Growth (Putnam)

The Empire Life Insurance Company

Empire Life Global Smaller Companies GIF

The Equitable Life Insurance Company of Canada

Equitable Life Accumulative Income Fund

Equitable Life Dynamic Power Global Growth Fund

The Manufacturers Life Insurance Company

Manulife Simplicity Moderate Portfolio GIF

Manulife Ideal Canadian Unconstrained Bond Fund

Manulife Balanced Income Portfolio GIF

Manulife Balanced Income Private Segregated Pool

Manulife Canadian Balanced GIF

Manulife Canadian Equity Private Segregated Pool

Manulife Dividend Income Fund

Manulife Dividend Income GIF

Manulife Dividend Income Private Segregated Pool

Manulife Fidelity True North GIF

Manulife Fundamental Equity GIF

Manulife Global Balanced GIF

Manulife Global Balanced Private Segregated Pool

Manulife Global Fixed Income Private Segregated Pool

Manulife Global Small Cap GIF

Manulife Ideal Fidelity Dividend Fund

Manulife Ideal Fundamental Dividend Fund

Manulife Ideal Tactical Income Fund

Manulife Ideal U.S. Dividend Income Fund

Manulife Invesco Europlus GIF

Manulife National Bank Bundle GIF

Manulife RetirementPlus Dividend Income Plus Fund

Manulife RetirementPlus CI Signature Canadian Balanced

Manulife RetirementPlus Yield Opportunities

Manulife Strategic Dividend Bundle GIF

Manulife U.S. Balanced Value Private Segregated Pool

Manulife U.S. Monthly High Income GIF

Manulife U.S. Unconstrained Bond GIF

Manulife Global Monthly High Income GIF

Tradex Management Inc.

Tradex Equity Fund

Value Partners Investments Inc.

VPI Canadian Balanced Pool

Vanguard Investments Canada Inc.

Vanguard Balanced ETF Portfolio (VBAL)

Vanguard Canadian Short-Term Corporate Bond Index (VSC)

Vanguard FTSE Canada Index ETF (VCE)

Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)