2022 FundGrade A+® Awards

Fundata Canada Inc. presented FundGrade A+^® Awards for 2022 to 62 companies representing 362 Canadian investment funds on
January 26, 2023, in Toronto. Receiving the A+ Award for 2022 were 179 mutual funds, 85 exchange-traded funds (ETFs), 95 segregated funds, and 3 Responsible Investing funds

AGF Investments Inc.
- AGF American Growth Class
- AGF Fixed Income Plus Fund
- AGF Global Convertible Bond Fund
- AGF Global Select 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
- iShares Canadian Financial Monthly Income ETF (FIE)
- iShares Convertible Bond Index ETF (CVD)
- iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN)
- iShares MSCI Min Vol Canada Index ETF (XMV)
- iShares MSCI World Index ETF (XWD)
- iShares NASDAQ-100 Index ETF (CAD-Hedged) (XQQ)
- iShares S&P U.S. Small-Cap Index ETF (XSMC)
- iShares S&P/TSX 60 Index ETF (XIU)
- iShares Canadian HYBrid Corporate Bond Index ETF (XHB)
- iShares Core Canadian Short Term Corporate Bond Index (XSH)
- iShares Core Equity ETF Portfolio (XEQT)
- iShares Core Growth ETF Portfolio (XGRO)
- iShares Diversified Monthly Income ETF (XTR)
- iShares Global Infrastructure Index ETF (CIF)
- iShares MSCI Europe IMI Index ETF (XEU)
BMO Exchange Traded Funds
- BMO Discount Bond Index ETF (ZDB)
- BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
- BMO Low Volatility US Equity ETF (ZLU)
- BMO Mid Provincial Bond Index ETF (ZMP)
- 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 Conservative ETF (ZCON)
- BMO Equal Weight Banks Index ETF (ZEB)
- BMO Global Infrastructure Index ETF (ZGI)
- BMO Growth ETF (ZGRO)
- BMO Long Corporate Bond Index ETF (ZLC)
- BMO Low Volatility Canadian Equity ETF (ZLB)
- BMO MSCI All Country World High Quality Index ETF (ZGQ)
- BMO MSCI EAFE Hedged to CAD Index ETF (ZDM)
BMO Investments Inc.
- BMO U.S. Small Cap Fund
- BMO Sustainable Global Multi-Sector Bond Fund - RI Fixed Income
Caldwell Investment Management Ltd.
- Caldwell Canadian Value Momentum Fund
Canada Life Investment Management Ltd.
- Canada Life Emerging Markets Equity Fund
- Canada Life Global Growth and Income Fund
- Canada Life Precious Metals Fund
Canoe Financial LP
- Canoe Asset Allocation Portfolio Class
- Canoe Canadian Small Mid Cap Portfolio Class
- Canoe Energy Portfolio Class
- Canoe Equity Portfolio Class
- Canoe Global Equity Fund
- Canoe North American Monthly Income Portfolio Class
Capital Group
- Capital Group Canadian Focused Equity Fund (Canada)
Chou Associates Management Inc.
- Chou Bond Fund
CI Investments Inc.
- CI Canadian Convertible Bond ETF (CXF)
- CI Canadian REIT ETF (RIT)
- CI Morningstar International Momentum Index ETF (ZXM)
- CI Preferred Share ETF (FPR)
- CI WisdomTree International Quality Dividend Growth Variably Hedged Index ETF (DQI)
- CI WisdomTree U.S. Quality Dividend Growth Index ETF (DGR.B)
- CI Dividend Income and Growth Fund
- CI Global Income & Growth Fund
- CI Global Investment Grade Class
- CI Global Unconstrained Bond Private Pool
- United International Equity Growth Pool
- CI Canadian Convertible Bond Fund
- CI Floating Rate Income Fund
- CI Global Asset Allocation Private Pool
- CI Global Concentrated Equity Private Pool
- CI Global Core Plus Bond Fund
- Clarica MVP Global Equity Fund
- SunWise Essential 2 Portfolio Series Balanced Growth Segregated Fund
- SunWise Essential 2 Sun Life MFS U.S. Growth Segregated Bundle
- SunWise Essential CI High Income Segregated Fund
- SunWise Essential CI Select Global Segregated Bundle
- SunWise Essential Fidelity American Disciplined Equity Segregated Bundle
- SunWise Essential Sun Life MFS Global Growth Segregated Bundle
- SunWise Essential Sun Life MFS Global Growth Segregated Fund
- Sun Life Sunfund
- SunWise CI Dividend Income & Growth Fund (SunWise I)
- SunWise Essential 2 CI Black Creek Global Leaders Segregated Fund
- SunWise Essential 2 CI Canadian Income & Growth Segregated Fund
- SunWise Essential 2 CI Global Income & Growth Segregated Fund
- SunWise Essential 2 CI Select Canadian Segregated Bundle
- SunWise Essential 2 CI U.S. Equity Segregated Bundle
- SunWise Essential 2 CI U.S. Stock Selection Segregated Bundle
- SunWise Essential 2 Portfolio Series Growth Segregated Fund
- SunWise Essential 2 Portfolio Series Income Segregated Fund
- SunWise Essential 2 Portfolio Series Maximum Growth Segregated Fund
- SunWise Essential CI Black Creek Global Leaders Segregated Bundle
- SunWise Essential CI Canadian Bond Segregated Fund
- SunWise Essential CI Corporate Bond Segregated Fund
- SunWise Essential CI Dividend Income & Growth Segregated Bundle
CIBC Asset Management Inc.
- CIBC Balanced Index Fund
- CIBC Global Technology Fund
- CIBC International Equity Fund
- CIBC Nasdaq Index Fund
- Renaissance Global Science & Technology Fund
- Renaissance Global Small-Cap Fund
Connor, Clark & Lunn Funds Inc.
- CC&L Core Income and Growth Fund
- CC&L Global Alpha Fund
Corporation de services du Barreau du Québec
- Fonds de placement Mondial du Barreau du Québec
Desjardins Financial Security Life Assurance Company
- DFS GIF - Canadian Balanced - Fiera Capital
- DFS GIF - International Equity - MFS
- DFS GIF - International Equity Growth - Desjardins
- DFS GIF - Maximum Growth
Desjardins Investments Inc.
- Desjardins SocieTerra American Equity Fund
- Desjardins SocieTerra Cleantech Fund
Dynamic Funds
- Dynamic Active Canadian Dividend ETF (DXC)
- Dynamic Active Crossover Bond ETF (DXO)
- Dynamic Active Preferred Shares ETF (DXP)
- Dynamic Advantage Bond Fund
- Dynamic International Dividend Private Pool
- Dynamic Power Small Cap Fund
- Dynamic Preferred Yield Class
- Dynamic U.S. Balanced Class
- Dynamic U.S. Monthly Income Fund
- DynamicEdge Conservative Class Portfolio
- Dynamic Alternative Managed Risk Private Pool
- Dynamic Canadian Dividend Fund
- Dynamic Conservative Yield Private Pool
- Dynamic Dividend Fund
- Dynamic Global Yield Private Pool
- Dynamic North American Dividend Private Pool
- Dynamic Precious Metals Fund
- DynamicEdge Growth Portfolio
EdgePoint Wealth Management Inc.
- EdgePoint Canadian Growth & Income Portfolio
Evolve Funds Group Inc.
- Evolve Active Core Fixed Income Fund Unhedged ETF (FIXD)
- Evolve Active Core Fixed Income

Fidelity Investments Canada ULC
- Fidelity Canadian Monthly High Income ETF (FCMI)
- Fidelity Global Monthly High Income ETF (FCGI)
- Fidelity U.S. High Quality Currency Neutral Index ETF (FCQH)
- Fidelity U.S. High Quality Index ETF (FCUQ)
- Fidelity Canadian Large Cap Fund
- Fidelity Global Innovators Currency Neutral Class
- Fidelity Multi-Sector Bond Fund
- Fidelity North American Equity Investment Trust
- Fidelity AsiaStar Fund
- Fidelity Canadian Opportunities Fund
- Fidelity Concentrated Value Private Pool
- Fidelity Dividend Fund
- Fidelity Greater Canada Fund
- Fidelity Tactical High Income Fund
- Fidelity U.S. Growth and Income Private Pool
- Fidelity Growth Portfolio
- Fidelity Income Portfolio
- Fidelity ClearPath 2045 Portfolio
Forge First Asset Management Inc.
- Forge First Conservative Alternative Fund
Franklin Templeton Investments Corp.
- Franklin Bissett Core Plus Bond Active ETF (FLCP)
- Franklin U.S. Monthly Income Fund
Gestion FÉRIQUE
- FÉRIQUE World Dividend Equity Fund
Global Growth Assets Inc
- Global Iman Fund
Horizons ETFs Management (Canada) Inc.
- Horizons Equal Weight Canada REIT Index ETF (HCRE)
- Horizons Global Uranium Index ETF (HURA)
- Horizons NASDAQ-100 Index ETF (HXQ)
- Horizons S&P/TSX 60 Index ETF (HXT)
- Horizons Active Canadian Dividend ETF (HAL)
- Horizons Active Global Dividend ETF (HAZ)
- Horizons Active Ultra-Short Term Investment Grade Bond ETF (HFR)
- Horizons Equal Weight Canada Banks Index ETF (HEWB)
HSBC Global Asset Management (Canada) Limited
- HSBC Monthly Income Fund
IG Wealth Management
- IG Mackenzie Global Natural Resources Class
- IG Mackenzie U.S. Dividend Registered Fund
- iProfile Emerging Markets Private Pool
- iProfile Fixed Income Private Pool
- iProfile U.S. Equity Private Pool
Independent Order of Foresters
- FGF Canadian Bond Fund
Industrial Alliance Insurance and Financial Services Inc.
- IA Core Plus Bond (Wellington Square)
- IA Fidelity American High Yield Currency Neutral
- IA Fidelity Canadian Opportunities
- IA Fidelity Canadian Opportunities Hybrid 75/25 Fund
- IA Global Fixed Income (PIMCO) Fund
- IA U.S. DAQ Index
Invesco Canada Ltd.
- Invesco 1-5 Year Laddered Investment Grade Corporate Bond Index ETF (PSB)
- Invesco FTSE RAFI Canadian Index ETF (PXC)
- Invesco Global Shareholder Yield ETF (PSY)
- Invesco NASDAQ 100 Index ETF - CAD Hedged (QQC.F)
Leith Wheeler Investment Counsel Ltd.
- Leith Wheeler Emerging Markets Equity Fund
- Leith Wheeler Income Advantage Fund
Lincluden Investment Management Limited
- Lincluden Balanced Fund
Lysander Funds Limited
- Lysander-Canso Balanced Fund
- Lysander-Canso Broad Corporate Bond Fund
- Lysander-Canso Corporate Value Bond Fund
- Lysander-Canso Short Term and Floating Rate Fund
- Lysander-Fulcra Corporate Securities Fund
Mackenzie Investments
- Mackenzie China A-Shares CSI 300 Index ETF (QCH)
- Mackenzie Core Plus Canadian Fixed Income ETF (MKB)
- Mackenzie International Equity Index ETF (CAD-Hedged) (QDXH)
- Mackenzie US TIPS Index ETF (CAD-Hedged) (QTIP)
- Mackenzie Canadian Equity Fund
- Mackenzie Global Resource Fund II
- Mackenzie Greenchip Global Environmental All Cap Fund - RI Equity
- Mackenzie Greenchip Global Environmental All Cap Fund
Manulife Investment Management Limited
- Manulife Multifactor Canadian Large Cap Index ETF (MCLC)
- Manulife Multifactor Canadian SMID Cap Index ETF (MCSM)
- Manulife Global Equity Private Pool
- Manulife U.S. Balanced Value Private Trust
- Manulife U.S. Monthly High Income Fund
- Manulife Canadian Equity Private Pool
- Manulife Canadian Growth and Income Private Trust
- Manulife Fundamental Balanced Class
- Manulife Fundamental Equity Fund
- Manulife Global Balanced Private Trust
- Manulife Strategic Balanced Yield Fund
- Manulife Moderate Portfolio
- Manulife Balanced Income Portfolio GIF Select
- Manulife Canadian Equity Private Segregated Pool
- Manulife Fundamental Equity GIF Select
- Manulife Global Equity Private Segregated Pool
- Manulife Global Fixed Income Private Segregated Pool
- Manulife Global Monthly High Income
- Manulife Ideal Canadian Equity Fund
- Manulife Ideal Canadian Unconstrained Bond Fund
- Manulife Ideal Fidelity Dividend Fund
- Manulife Ideal Tactical Income Fund
- Manulife Invesco Europlus GIF Select
- Manulife RetirementPlus CI Canadian Balanced
- Manulife Balanced Income Private Segregated Pool
- Manulife U.S. Balanced Value Private Segregated Pool
- Manulife U.S. Monthly High Income GIF
Mawer Investment Management Ltd.
- Mawer Global Equity Fund
- Mawer U.S. Equity Fund
McElvaine Investment Management Ltd.
- McElvaine Value Fund
Middlefield Limited
- Middlefield Income Plus Class
National Bank Investments
- NBI Diversified Emerging Markets Equity Fund
- NBI Global Equity Fund
- 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
- NBI Growth Portfolio
- NBI Liquid Alternatives ETF (NALT)
- NBI Unconstrained Fixed Income ETF (NUBF)
Ninepoint Partners LP
- Ninepoint Energy Fund
North Growth Management Ltd.
- North Growth Canadian Equity Fund
PenderFund Capital Management Ltd.
- Pender Bond Universe Fund
- Pender Corporate Bond Fund
- Pender Enhanced Income Fund
- Pender Small/Mid Cap Dividend Fund
Picton Mahoney Asset Management
- Picton Mahoney Fortified Equity Fund
- Picton Mahoney Fortified Market Neutral Alternative Fund
- Picton Mahoney Fortified Multi-Asset Fund
PIMCO Canada Corp.
- PIMCO Monthly Income Fund (Canada)
Professionals' Financial - Mutual Funds Inc.
- FDP Balanced Income Portfolio
- FDP Global Equity Portfolio
Purpose Investments Inc.
- Purpose Global Bond Fund - ETF Units (BND)
- Purpose Credit Opportunities Fund
- Purpose Strategic Yield Fund

Arrow Capital Management Inc.

Arrow Capital Management Inc.

Beutel, Goodman & Company Ltd.

Beutel, Goodman & Company Ltd.

BMO Exchange Traded Funds

BMO Exchange Traded Funds

Caldwell Investment Management Ltd.

Caldwell Investment Management Ltd.

Canada Life Investment Management Ltd.,<br />The Canada Life Assurance Company

Canada Life Investment Management Ltd.,
The Canada Life Assurance Company

Canoe Financial LP

Canoe Financial LP

Capital Group

Chou Associates Management Inc.

Chou Associates Management Inc.

CI Investments Inc.

CI Investments Inc.

CIBC Asset Management Inc.

CIBC Asset Management Inc.

Connor, Clark & Lunn Funds Inc.

Connor, Clark & Lunn Funds Inc.

Desjardins Investments Inc.,<br />Desjardins Financial Security Life Assurance Company

Desjardins Investments Inc.,
Desjardins Financial Security Life Assurance Company

Dynamic Funds

EdgePoint Wealth Management Inc.

EdgePoint Wealth Management Inc.

Fidelity Investments Canada ULC

Fidelity Investments Canada ULC

Forge First Asset Management Inc.

Forge First Asset Management Inc.

Franklin Templeton Investments Corp.

Franklin Templeton Investments Corp.

Horizons ETFs Management (Canada) Inc.

Horizons ETFs Management (Canada) Inc.

HSBC Global Asset Management (Canada) Limited

HSBC Global Asset Management (Canada) Limited

IG Wealth Management

IG Wealth Management

Industrial Alliance Insurance and Financial Services Inc.

Industrial Alliance Insurance and Financial Services Inc.

Leith Wheeler Investment Counsel Ltd.

Leith Wheeler Investment Counsel Ltd.

Lysander Funds Limited

Lysander Funds Limited

Mackenzie Investments

Mackenzie Investments

Manulife Investment Management Limited

Manulife Investment Management Limited

Mawer Investment Management Ltd.

Mawer Investment Management Ltd.

Middlefield Limited

Middlefield Limited

National Bank Investments

National Bank Investments

Ninepoint Partners LP

Ninepoint Partners LP

North Growth Management Ltd.

North Growth Management Ltd.

PenderFund Capital Management Ltd.

PenderFund Capital Management Ltd.

Picton Mahoney Asset Management

Picton Mahoney Asset Management

Professionals Financial - Mutual Funds Inc.

Professionals' Financial - Mutual Funds Inc.

Purpose Investments Inc.

Purpose Investments Inc.

RBC Global Asset Management Inc.,<br />RBC Life Insurance Company

RBC Global Asset Management Inc.,
RBC Life Insurance Company

RGP Investments

RGP Investments

Russell Investments Canada Limited (Russell Investments)

Russell Investments Canada Limited (Russell Investments)

ScotiaFunds

SLGI Asset Management Inc.,<br />Sun Life Insurance

SLGI Asset Management Inc.,
Sun Life Insurance

Stone Asset Management Limited

Stone Asset Management Limited

Tangerine Investment Management Inc.

Tangerine Investment Management Inc.

TD Asset Management Inc.

TD Asset Management Inc.

The Empire Life Insurance Company

The Empire Life Insurance Company

Vanguard Investments Canada Inc.

Vanguard Investments Canada Inc.

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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