2019 FundGrade A+® Awards

Fundata Canada Inc. presented FundGrade A+® Awards for 2019 to 53 companies representing 351 Canadian investment funds on
January 23, 2020, in Toronto. Receiving the A+ Award for 2019 were 178 mutual funds, 53 exchange-traded funds (ETFs), 117 segregated funds, and 3 Responsible Investing funds

AGF Investments Inc.
- AGF Global Convertible Bond Fund
- AGF Global Select Fund
- AGFiQ MultiAsset Income Allocation ETF (QMY)
Arrow Capital Management Inc.
- Exemplar Growth and Income Fund
ATB Investment Management Inc.
- Compass Balanced Growth Portfolio
- Compass Balanced Portfolio
- Compass Conservative Balanced Portfolio
- Compass Conservative Portfolio
Beutel, Goodman & Company Ltd.
- Beutel Goodman Balanced Fund
- Beutel Goodman North American Focused Equity Fund
BlackRock Asset Management Canada Ltd.
- Dynamic iShares Active Canadian Dividend ETF (DXC)
- Dynamic iShares Active Crossover Bond ETF (DXO)
- Dynamic iShares Active Global Dividend ETF (DXG)
- Dynamic iShares Active U.S. Dividend ETF (DXU)
- iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
- iShares Canadian HYBrid Corporate Bond Index ETF (XHB)
- iShares Conservative Strategic Fixed Income ETF (XSE)
- iShares Core Canadian Short Term Corporate + Maple Bond Index ETF (XSH)
- iShares Edge MSCI Min Vol Canada Index ETF (XMV)
- iShares Edge MSCI Min Vol EAFE Index ETF (CAD-Hedged) (XML)
- iShares Edge MSCI Min Vol Global Index ETF (XMW)
- iShares Edge MSCI Min Vol USA Index ETF (XMU)
- iShares Emerging Markets Fundamental Index ETF (CWO)
- iShares Short Term Strategic Fixed Income ETF (XSI)
BMO Exchange Traded Funds
- BMO Aggregate Bond Index ETF (ZAG)
- BMO Floating Rate High Yield ETF (ZFH)
- BMO Global Infrastructure Index ETF (ZGI)
- BMO Long Corporate Bond Index ETF (ZLC)
- BMO Low Volatility Canadian Equity ETF (ZLB)
- BMO Low Volatility International Equity Hedged to CAD ETF (ZLD)
- BMO Mid-Term US IG Corporate Bond Index ETF (ZIC)
- BMO MSCI All Country World High Quality Index ETF (ZGQ)
- BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ)
- BMO MSCI USA High Quality Index ETF (ZUQ)
- BMO Real Return Bond Index ETF (ZRR)
- BMO Short Corporate Bond Index ETF (ZCS)
BMO Investments Inc.
- BMO Canadian Stock Selection Fund
- BMO Conservative ETF Portfolio
- BMO Dividend Class
- BMO Enterprise Fund
- BMO Global Energy Class
- BMO Greater China Class
- BMO Growth Opportunities Fund
- BMO Monthly Income Fund
- BMO Tactical Global Asset Allocation ETF Fund
- BMO Tactical Global Growth ETF Fund
- BMO Target Education 2025 Portfolio
- BMO U.S. Dollar Monthly Income Fund
BMO Life Assurance Company
- BMO Low Volatility Canadian Equity ETF GIF
Caldwell Investment
Management Ltd.
- Caldwell Canadian Value Momentum Fund
Canoe Financial LP
- Canoe Defensive Global Equity Fund
- Canoe Defensive International Equity Fund
- Canoe Global Equity Fund
CI Investments Inc.
- Cambridge Bond Fund
- Cambridge Canadian Dividend Fund
- Sentry Global Investment Grade Private Pool
- Sentry U.S. Monthly Income Fund
- SunWise AIC Diversified Canada Fund
- SunWise CI American Value Segregated Bundle
- SunWise CI Black Creek Global Leaders Bundle
- SunWise CI Cambridge American Equity Segregated Bundle
- SunWise CI Cambridge American Equity Segregated Bundle
- SunWise CI Cambridge Canadian Asset Allocation Segregated Fund
- SunWise CI Cambridge Canadian Equity Bundle
- SunWise CI Cambridge Global Equity Segregated Bundle
- SunWise CI Global Segregated Bundle
- SunWise CI Signature Canadian Bond
- SunWise CI Signature Corporate Bond Segregated Fund
- SunWise CI Signature Global Income & Growth Segregated Fund
- SunWise CI Signature Income & Growth Segregated Fund
- SunWise CI Synergy American Segregated Bundle
- SunWise Portfolio Series Conservative Balanced Segregated Fund
- SunWise Portfolio Series Income Segregated Fund
- SunWise Premier CI Signature Global Income & Growth Segregated Fund
- 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 Fund
- SunWise Sun Life MFS U.S. Growth Bundle
- SunWise Sun Life MFS U.S. Growth Fund
- SunWise Sun Life MFS U.S. Growth Segregated Bundle
- SunWise Sun Life MFS U.S. Value Segregated Bundle
CIBC Asset Management Inc.
- CIBC Balanced Index Fund
- CIBC Canadian Bond Fund
- CIBC Global Technology Fund
- CIBC Nasdaq Index Fund
- Renaissance Global Growth Fund
- Renaissance Global Science & Technology Fund
- Renaissance Global Small-Cap Fund
Connor, Clark & Lunn Funds Inc.
- CC&L Core Income and Growth Fund
Corporation de services du Barreau du Québec
- Fonds de placement équilibré du Barreau du Québec
- Fonds de placement mondial du Barreau du Québec
Counsel Portfolio Services Inc.
- Counsel International Growth
Desjardins Financial Security
- DFS GIF - Balanced
- DFS GIF - International Equity Growth
Dynamic Funds
- 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 Dividend Fund
- Dynamic Global Equity Private Pool
- Dynamic Global Infrastructure Fund
- Dynamic Global Yield Private Pool
- Dynamic International Dividend Private Pool
- Dynamic Precious Metals Fund
- Dynamic Strategic Resource Class
- Dynamic Tactical Bond Private Pool
- Dynamic Total Return Bond Fund
- Dynamic U.S. Balanced Class
- Dynamic U.S. Strategic Yield Fund
- DynamicEdge Balanced Growth Portfolio
- DynamicEdge Conservative Class Portfolio
- DynamicEdge Growth Portfolio
- Marquis Balanced Class Portfolio
- Marquis Balanced Income Portfolio
EdgePoint Wealth
Management Inc.
- EdgePoint Global Growth & Income Portfolio
Empire Life Investments Inc.
- Empire Elite Balanced Fund
- Empire Premier Equity Fund
Fidelity Investments Canada ULC
- Fidelity AsiaStar Fund
- Fidelity Canadian Growth Company Fund
- Fidelity Canadian Opportunities Fund
- Fidelity Conservative Managed Risk Portfolio
- Fidelity Far East Fund
- Fidelity Global Growth Portfolio
- Fidelity Greater Canada Fund
- Fidelity Insights Class
- Fidelity Special Situations Fund
- Fidelity U.S. Growth and Income Private Pool

First Asset Investment Management Inc.
- CI First Asset Canadian Buyback Index ETF (FBE)
- CI First Asset Canadian REIT ETF (RIT)
- CI First Asset Energy Giants Covered Call ETF (NXF)
- CI First Asset Morningstar National Bank Québec Index ETF (QXM)
- CI First Asset MSCI Canada Quality Index Class ETF (FQC)
- CI First Asset MSCI Europe Low Risk Weighted ETF (RWE)
- CI First Asset MSCI USA Low Risk Weighted ETF (RWU)
- CI First Asset MSCI World Low Risk Weighted ETF (RWW)
- First Asset REIT Income Fund
FT Portfolios Canada Co.
- First Trust AlphaDEX U.S. Financial Sector Index ETF (FHF)
Guardian Capital LP
- Guardian Canadian Focused Equity Fund
- Guardian Fundamental Global Equity Fund
Horizons ETFs Management (Canada) Inc.
- Horizons Active Canadian Bond ETF (HAD)
- Horizons Active Canadian Dividend ETF (HAL)
- Horizons Canadian Midstream Oil & Gas Index (HOG)
- Horizons NASDAQ-100 Index ETF (HXQ)
- Horizons S&P/TSX 60 Index ETF (HXT)
HSBC Global Asset Management (Canada) Limited
- HSBC BRIC Equity Fund
I.G. Investment Management, Ltd.
- IG Putnam U.S. Growth Fund
- IG/GWL Balanced GIF
- IG/GWL Core Portfolio - Income Balanced
- IG/GWL Core Portfolio Income GIF
- IG/GWL Income Growth GIF
- IG/GWL Moderate Conservative GIF
IA Clarington Investments Inc.
- IA Clarington Core Plus Bond Fund
Industrial Alliance Insurance and Financial Services Inc.
- iA Canadian Equity Small Cap (QV) Fund
- iA Fidelity Canadian Opportunities Fund
- iA Global Dividend (Dynamic) Fund
- iA Global Dividend Hybrid Dynamic Fund
- iA Global Fixed Income (PIMCO) Fund
- iA U.S. DAQ Index Fund
Invesco Canada Ltd.
- Invesco 1-5 Year Laddered Investment Grade Corporate Bond Index ETF (PSB)
- Invesco Emerging Markets Class
- Invesco Low Volatility Portfolio ETF (PLV)
- Invesco S&P International Developed Low Volatility Index ETF (ILV)
- Invesco S&P/TSX Composite Low Volatility Index ETF (TLV)
London Life Insurance Company
- London Life Balanced (Beutel Goodman)
- London Life Canadian Low Volatility (London Capital)
- London Life Income (Mackenzie)
- London Life U.S. Growth (Putnam)
- London Life U.S. Mid Cap (London Capital)
Mackenzie Financial Corporation
- Mackenzie Canadian Growth Balanced Fund
- Mackenzie Canadian Growth Fund
- Mackenzie Core Plus Canadian Fixed Income ETF (MKB)
- Mackenzie Floating Rate Income ETF (MFT)
- Mackenzie Income Fund
- Mackenzie Monthly Income Conservative Portfolio
- Mackenzie Precious Metals Class
- Mackenzie Sentinel Income Segregated Fund
- Mackenzie U.S. All Cap Growth Fund
- Mackenzie U.S. Mid Cap Growth Class
- Mackenzie Universal Canadian Balanced Segregated Fund
- Mackenzie Universal Canadian Growth Segregated Fund
Manulife Investment
Management Limited
- Manulife Balanced Equity Private Pool
- Manulife Balanced Income Private Trust
- Manulife Canadian Balanced Fund
- Manulife Canadian Equity Private Pool
- Manulife Dividend Income Fund
- Manulife Dividend Income Plus Fund
- Manulife Fundamental Balanced Class
- Manulife Global Balanced Fund
- Manulife Global Equity Class
- Manulife Global Small Cap Balanced Fund
- Manulife Global Small Cap Fund
- Manulife Global Strategic Balanced Yield Fund
- Manulife Global Unconstrained Bond Fund
- Manulife Monthly High Income Fund
- Manulife Strategic Dividend Bundle
- Manulife U.S. Balanced Value Private Trust
- Manulife U.S. Dividend Income Fund
- Manulife U.S. Equity Fund
- Manulife U.S. Monthly High Income Fund
- Manulife U.S. Unconstrained Bond Fund
- Manulife Yield Opportunities 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 Precision Canadian Balanced Growth Fund
National Bank Investments Inc.
- NBI Global Equity Fund
- NBI International High Conviction Equity Private Portfolio
- NBI Québec Growth Fund
- NBI U.S. Equity Fund
- NBI U.S. Equity Private Portfolio
- NBI U.S. High Conviction Equity Private Portfolio
- NBI U.S. Index Fund
PenderFund Capital
Management Ltd.
- Pender Corporate Bond Fund
PIMCO Canada Corp.
- PIMCO Monthly Income Fund (Canada)
Portland Investment Counsel Inc.
- Portland Canadian Balanced Fund
Primerica Life Insurance Company of Canada
- Common Sense Asset Builder Fund VII
Professionals' Financial
- FDP Balanced Income Portfolio
- FDP Balanced Portfolio
- FDP Global Equity Portfolio
RBC Global Asset
Management Inc.
- BlueBay European High Yield Bond Fund (Canada)
- BlueBay Global Sovereign Bond Fund (Canada)
- PH&N Balanced Fund
- PH&N Balanced Pension Trust
- PH&N Global Equity Fund
- PH&N High Yield Bond 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 2050 Fund
- PH&N Small Float Fund
- RBC 1-5 Year Laddered Corporate Bond ETF (RBO)
- RBC Bond Fund
- RBC Canadian Mid Cap Equity Class
- RBC Emerging Markets Bond Fund
- RBC Emerging Markets Equity Fund
- RBC European Mid-Cap Equity Fund
- RBC Global Equity Focus Fund
- RBC Global Equity Fund
- RBC Global Growth & Income Fund
- RBC QUBE Low Volatility U.S. Equity Fund
- RBC U.S. Monthly Income Fund
- RBC Vision Balanced Fund - RI Balanced
- RBC Vision Bond Fund - RI Fixed Income
- RBC Vision Global Equity Fund - RI Equity
- RBC Vision Global Equity Fund
RBC Life Insurance Company
- RBC Balanced GIF
- RBC Bond GIF
- RBC Global Equity GIF

AGF Investments Inc.

AGF Investments Inc.

Arrow Capital Management Inc.

Arrow Capital Management Inc.

Beutel, Goodman & Company Ltd.

Beutel, Goodman & Company Ltd.

BlackRock Asset Management Canada Limited

BlackRock Asset Management Canada Limited

BMO Investments Inc.

BMO Investments Inc.

Caldwell Investment Management Ltd.

Caldwell Investment Management Ltd.

Canoe Financial LP

Canoe Financial LP

CI Investments Inc.

CI Investments Inc.

CIBC Asset Management Inc.

CIBC Asset Management Inc.

Counsel Portfolio Services Inc.

Counsel Portfolio Services Inc.

Desjardins Financial Security

Desjardins Financial Security

Dynamic Funds

EdgePoint Wealth Management Inc.

EdgePoint Wealth Management Inc.

Empire Life Investments Inc.

Empire Life Investments Inc.

Fidelity Investments Canada ULC

Fidelity Investments Canada ULC

First Asset Investment Management Inc.

First Asset Investment Management Inc.

FT Portfolios Canada Co.

FT Portfolios Canada Co.

Guardian Capital LP

Guardian Capital LP

Horizons ETFs Management (Canada) Inc.

Horizons ETFs Management (Canada) Inc.

HSBC Global Asset Management (Canada) Limited

HSBC Global Asset Management (Canada) Limited

IA Clarington Investments Inc.

IA Clarington Investments Inc.

Industrial Alliance Insurance and Financial Services Inc.

Industrial Alliance Insurance and Financial Services Inc.

Invesco Canada Ltd.

Invesco Canada Ltd.

Mackenzie Financial Corporation

Mackenzie Financial Corporation

Manulife Investment Management Limited

Manulife Investment Management Limited

Mawer Investment Management Ltd.

Mawer Investment Management Ltd.

MD Financial Management

MD Financial Management

National Bank Investments Inc.

National Bank Investments Inc.

PenderFund Capital Management Ltd.

PenderFund Capital Management Ltd.

PIMCO Canada Corp.

PIMCO Canada Corp.

Portland Investment Counsel Inc.

Portland Investment Counsel Inc.

Primerica Life Insurance Company of Canada

Primerica Life Insurance Company of Canada

Professionals Financial

Professionals' Financial

RBC Global Asset Management Inc.

RBC Global Asset Management Inc.

ScotiaFunds

SEI Investments Canada Company

SEI Investments Canada Company

SSQ, Life Insurance Company Inc.

SSQ, Life Insurance Company Inc.

Steadyhand Investment Management Ltd.

Steadyhand Investment Management Ltd.

Sun Life Global Investments (Canada) Inc.

Sun Life Global Investments (Canada) Inc.

Tangerine Investment Management Inc.

Tangerine Investment Management Inc.

TD Asset Management Inc.

TD Asset Management Inc.

The Canada Life Assurance Company, London Life Insurance Company, The Great-West Life Assurance Company

The Canada Life Assurance Company,
London Life Insurance Company,
The Great-West Life Assurance Company

The Equitable Life Insurance Company of Canada

The Equitable Life Insurance Company of Canada

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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