2015 Lipper fund award winners(ZT)

LIPPER WINNERS

These Canadian funds have just won awards for best performance

The Globe and Mail

Published Wednesday, Nov. 04, 2015 8:00PM EST

Last updated Wednesday, Nov. 04, 2015 9:47PM EST

 

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The Lipper Fund Awards program honors funds that have excelled in delivering consistently strong risk-adjusted performance, relative to peers. In addition, the Lipper Fund Awards program recognizes fund families with high average scores for all funds within a particular asset class or overall. Read more here about the methodology used in establishing the winners.

The following are the winners of the 2015 Lipper awards for Canada.

 

2015 Lipper fund award winners

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Fund Name	Portfolio Manager Name	Promoter Name	Class Name	Asset Type	Award Period	Fund Count	3Y Ret (%)	3Y Percentile	5Y Ret (%)	5Y Percentile	10Y Ret (%)	10Y Percentile	YTD Ret (%)	YTD Percentile	Index	Manager

Fidelity ClearPath 2020 Portfolio Series B	Pyramis Global Advisors LLC	Fidelity	2020 Target Date Portfolio	Mixed Assets	3	10	10.1	9	8.42	11			3.06	24	Index is not available on Lipper Database	Andrew Dierdorf, Brett Sumsion
Fidelity ClearPath 2025 Portfolio Series B	Pyramis Global Advisors LLC	Fidelity	2025 Target Date Portfolio	Mixed Assets	3	11	12.45	14	9.74	16			3.23	19	Index is not available on Lipper Database	Mariana Egan, Christopher Sharpe, Andrew Dierdorf
Fidelity ClearPath 2045 Portfolio Series B	Pyramis Global Advisors LLC	Fidelity	2025+ Target Date Portfolio	Mixed Assets	3	22	16.2	4	11.87	5			3.17	16	Index is not available on Lipper Database	Andrew Dierdorf, Brett Sumsion
Venator Founders Fund - Class A	Venator Capital Management Ltd	Venator Capital	Alternative Strategies	Alternatives	3	15	20.66	4	14.38	9			2.02	42	Index is not available on Lipper Database	Brandon Osten, Stephen Anderson
National Bank Asia Pacific Investor Series	Fiera Capital Corporation	National Bank Trust	Asia Pacific Equity	Equity	3	14	20.14	13	11.79	7	5.23	58	7.77	53	Index is not available on Lipper Database	Nadim Rizk, Andrew Chan
Manulife Dividend Income Advisor Series	Manulife Asset Management Limited	Manulife	Canadian Dividend & Income Eq	Equity	3	82	17.42	2					-3.07	24	S&P/TSX Composite TR	Jonathan Popper, Conrad Dabiet
Mawer Canadian Equity Srs A	Mawer Investment Management Ltd.	Mawer Investment Management	Canadian Equity	Equity	3	99	18.94	2	14.64	2	9.6	2	-0.05	8	S&P/TSX Composite TR	Jim Hall, Vijay Viswanathan
National Bank Asset Allocation Investor Series	Fiera Capital Corporation	National Bank Trust	Canadian Equity Balanced	Mixed Assets	3	68	12.85	4	6.91	53	5.52	24	1.66	5	Index is not available on Lipper Database	Company: Fiera Capital Corp
PH&N Total Return Bond Series D	RBC Global Asset Management Inc	RBC	Canadian Fixed Income	Bond	3	93	4.13	13	5.06	15	4.97	17	2.87	18	Index is not available on Lipper Database	Company: RBC Global Asset Management Inc
CIBC US Dollar Managed Income Portfolio Class A	CIBC Asset Management Inc	CIBC	Canadian Fixed Income Balanced	Mixed Assets	3	91	11.77	1	8.01	7	3.88	57	18.19	1	Index is not available on Lipper Database	Company: CIBC Asset Mgmt Inc
Fidelity Canadian Growth Company Series B	Pyramis Global Advisors LLC	Fidelity	Canadian Focused Equity	Equity	3	98	29.3	1	19.52	2	9.43	6	10.4	4	Index is not available on Lipper Database	Mark Schmehl
Fidelity Special Situations Series B	Pyramis Global Advisors LLC	Fidelity	Canadian Focused Sm/Mid Cap Eq	Equity	3	25	24.92	10	17.14	17			5.84	14	Index is not available on Lipper Database	Mark Schmehl
Mackenzie Canadian Growth Balanced Series A	Mackenzie Financial Corporation	Mackenzie	Canadian Neutral Balanced	Mixed Assets	3	111	16.04	2	9.51	17	6.11	32	7.84	4	Index is not available on Lipper Database	Dina DeGeer, Dennis Starritt, et al
Fairlane A Plus Bond Fund	FairLane Asset Management Limited	Strathy Investment	Canadian ShTrm Fixed Income	Bond	3	43	2.76	14	3.29	8	4.67	2	1.72	43	Index is not available on Lipper Database	Philip Strathy
Pender Small Cap Opportunities Class A	PenderFund Capital Management	PenderFund	Canadian Small/Mid Cap Equity	Equity	3	58	26.16	4	22.77	2			5.44	3	S&P/TSX Capped Composite TR	David Barr
RBC Emerging Markets Equity Series A	RBC Global Asset Management Inc	RBC	Emerging Markets Equity	Equity	3	34	14.35	6	7.68	3			0.2	10	Index is not available on Lipper Database	Philippe Langham
Canoe Energy Class Series A	Canoe Financial LP	Canoe Financial	Energy Equity	Equity	3	18	11.61	6					-23.9	40	S&P/TSX Capped Energy TR	Rafi G. Tahmazian
Investors European Mid-Cap Equity Class Series A	IG International Management Limited	IG Investment	European Equity	Equity	3	24	26.93	7	16.05	8	7.62	15	33.64	5	Index is not available on Lipper Database	Martin Fahey, Peter Christian
Excel India Fund Series A	Excel Investment Counsel Inc	Excel Funds Management	Geographic Equity	Equity	3	12	27.06	9	8.84	37	8.74	11	12.82	46	Index is not available on Lipper Database	Team Managed
EdgePoint Global Portfolio Series A	EdgePoint Investment Group Inc.	EdgePoint	Global Equity	Equity	3	213	29.98	1	19.64	4			11.2	35	MSCI World TR USD	Team Managed
Manulife Global Small Cap Balanced Advisor Series	Manulife Asset Management Limited	Manulife	Global Equity Balanced	Mixed Assets	3	125	21.65	2					20.2	2	Blend MSCI World TR CAD/Barclays Multiverse TR(6:4)	Paul Moroz
Brandes Corporate Focus Bond Series A	Bridgehouse Asset Managers	Bridgehouse Asset Managers	Global Fixed Income	Bond	3	40	11.54	1	9.05	2			19.02	4	Index is not available on Lipper Database	T. Doyle, C. Gramling, D. Gilson
RBC US Monthly Income Series A USD	RBC Global Asset Management Inc	RBC	Global Fixed Income Balanced	Mixed Assets	3	39	15.71	4	11.66	2	5.51	29	15.07	6	Index is not available on Lipper Database	B. Willock, F. Gambino, J. Learmonth, et al
Mawer Balanced Fund Series A	Mawer Investment Management Ltd.	Mawer Investment Management	Global Neutral Balanced	Mixed Assets	3	126	16.4	7	13.09	3	8.13	3	7.6	20	Index is not available on Lipper Database	Gregory D. Peterson
Mawer Global Small Cap Srs A	Mawer Investment Management Ltd.	Mawer Investment Management	Global Small/Mid Cap Equity	Equity	3	24	32.3	2	25.47	2			26.42	16	Russell Global Small Cap TR	Paul Moroz, Christian Deckart

Fund Name

Fidelity ClearPath 2020 Portfolio Series B
Fidelity ClearPath 2025 Portfolio Series B
Fidelity ClearPath 2045 Portfolio Series B
Venator Founders Fund - Class A
National Bank Asia Pacific Investor Series
Manulife Dividend Income Advisor Series
Mawer Canadian Equity Srs A
National Bank Asset Allocation Investor Series
PH&N Total Return Bond Series D
CIBC US Dollar Managed Income Portfolio Class A
Fidelity Canadian Growth Company Series B
Fidelity Special Situations Series B
Mackenzie Canadian Growth Balanced Series A
Fairlane A Plus Bond Fund
Pender Small Cap Opportunities Class A
RBC Emerging Markets Equity Series A
Canoe Energy Class Series A
Investors European Mid-Cap Equity Class Series A
Excel India Fund Series A
EdgePoint Global Portfolio Series A
Manulife Global Small Cap Balanced Advisor Series
Brandes Corporate Focus Bond Series A
RBC US Monthly Income Series A USD
Mawer Balanced Fund Series A
Mawer Global Small Cap Srs A

 

Showing 1 to 25 of 106 entries

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AWARDS ARE BASED ON DATA THROUGH JULY 31, AS ARE THE PERFORMANCE DATA. SOURCE: LIPPER

2015 Lipper group award winners

Promoter Name	Asset Type	Award Universe	Group Count
RBC	Bond	Mutual Funds	17
Mawer Investment Management	Equity	Mutual Funds	43
SEI	Mixed Assets	Mutual Funds	40
Fidelity	Overall	Mutual Funds	17
RBC	Bond	ETFs	3
BMO	Equity	ETFs	6

SOURCE: LIPPER. DATA TO JULY 31.