How it works: FundGrade and FundGrade A+^®

A market and industry review of the year 2021

Congratulations to all the 2021 A+^TM 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+^TM 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+^TM Award Winners

AGF Investments Inc.
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- 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.
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- Arrow Canadian Advantage Alternative Class
- Exemplar Growth and Income Fund
ATB Investment Management Inc.
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- Compass Balanced Portfolio
- Compass Conservative Balanced Portfolio
- Compass Conservative Portfolio
Beutel Goodman & Company Ltd.
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- Beutel Goodman Core Plus Bond Fund
BlackRock Asset Management Canada Limited
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- 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
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- 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.
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- BMO Growth Opportunities Fund
- BMO Sustainable Opportunities Global Equity Fund
- BMO U.S. Dollar Balanced Fund
Caldwell Investment Management Ltd.
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- Caldwell Canadian Value Momentum Fund
Canada Life Investment Management Ltd.
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- 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
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- Canoe Defensive International Equity Fund
Capital International Asset Management (Canada), Inc.
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- Capital Group Global Equity Fund (Canada)
- Capital Group International Equity Fund (Canada)
CI Investments Inc.
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- 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.
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- 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
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- 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.
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- 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
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- 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.
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- 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
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- 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
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- imaxx Canadian Bond Fund
Franklin Templeton Investments Corp.
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- Franklin Liberty Core Balanced ETF (FLBA)
FT Portfolios Canada Co.
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- First Trust International Capital Strength ETF (FINT)
Global Growth Assets Inc.
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- Global Iman Fund
Horizons ETFs Management (Canada) Inc.
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- 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
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- HSBC Wealth Compass Moderate Conservative Fund
IG Wealth Management
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- 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.
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- 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
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- FGF Canadian Bond Fund
Industrial Alliance Insurance and Financial Services Inc.
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- 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.
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- 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
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- Lysander-Canso Bond Fund
- Lysander-Canso Broad Corporate Bond Fund
- Lysander-Canso Corporate Value Bond Fund
Mackenzie Investments
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- 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
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- 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.
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- 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
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- Middlefield REIT INDEXPLUS ETF (IDR)
National Bank Investments
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- 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
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- Ninepoint Energy Fund
North Growth Management Ltd.
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- North Growth Canadian Equity Fund
Northwest & Ethical Investments L.P.
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- NEI Emerging Markets Fund
PenderFund Capital Management Ltd.
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- Pender Corporate Bond Fund
Picton Mahoney Asset Management
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- Picton Mahoney Fortified Multi-Asset Fund
PIMCO Canada Corp.
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- PIMCO Monthly Income Fund (Canada)
Professionals' Financial - Mutual Funds Inc.
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- FDP Balanced Income Portfolio
- FDP Balanced Portfolio

The FundGrade A+^® Award is given annually to investment funds and their managers who have shown consistent, outstanding, risk-adjusted performance through the year. As such, the FundGrade A+^® Award provides investors, advisors, and fund managers with a single, reliable, easy-to-understand fund-performance rating based on up to 10 years of history.

At Fundata, we offer our clients the most accurate and comprehensive data on Canadian investment funds that is available in the market. This information is made available to our clients through customized data feeds, software tools, and hosted web solutions.

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