2024 FundGrade A+® Awards

Fundata Canada Inc. presented FundGrade A+^® Awards for 2024 to 62 companies representing 424 Canadian investment funds on
February 6, 2025, in Toronto. Receiving the A+ Award for 2024 were 187 mutual funds, 118 exchange-traded funds (ETFs), 116 segregated funds, and 3 Responsible Investing funds

EdgePoint Wealth Management Inc.
- EdgePoint Canadian Growth & Income Portfolio
- EdgePoint Canadian Portfolio
Evolve Funds Group Inc.
- Evolve Active Core Fixed Income Fund ETF (FIXD)
- Evolve Active Global Fixed Income Fund ETF (EARN)
- Evolve European Banks Enhanced Yield ETF (EBNK)
Fidelity Investments Canada ULC
- Fidelity All-in-One Balanced ETF (FBAL)
- Fidelity All-in-One Conservative ETF (FCNS)
- Fidelity All-in-One Equity ETF (FEQT)
- Fidelity All-in-One Growth ETF (FGRO)
- Fidelity Canadian Short Term Corporate Bond ETF (FCSB)
- Fidelity Global Monthly High Income ETF (FCGI)
- Fidelity International Momentum ETF (FCIM)
- Fidelity International Value ETF (FCIV)
- Fidelity Sustainable World ETF (FCSW)
- Fidelity U.S. Dividend for Rising Rates ETF (FCRR)
- Fidelity U.S. High Quality ETF (FCUQ)
- Fidelity U.S. Value ETF (FCUV)
- Fidelity All-in-One Balanced ETF Fund
- Fidelity All-in-One Conservative ETF Fund
- Fidelity All-in-One Growth ETF Fund
- Fidelity American Balanced Fund
- Fidelity American High Yield Fund
- Fidelity AsiaStar Fund
- Fidelity Balanced Income Private Pool Trust
- Fidelity Canadian Opportunities Fund
- Fidelity China Fund
- Fidelity ClearPath 2045 Portfolio
- Fidelity ClearPath 2050 Portfolio
- Fidelity Concentrated Value Private Pool
- Fidelity Global Growth and Value Class
- Fidelity Global Growth Portfolio
- Fidelity Global Income Portfolio
- Fidelity Global Innovators Class
- Fidelity Global Intrinsic Value Fund
- Fidelity Greater Canada Fund
- Fidelity Growth Portfolio
- Fidelity Income Portfolio
- Fidelity Investment Grade Total Bond Fund
- Fidelity North American Equity Class
- Fidelity Tactical High Income Fund
- Fidelity U.S. Growth and Income Private Pool
Forge First Asset Management Inc.
- Forge First Conservative Alternative Fund
Foundation Wealth Partners LP.
- Foundation Wealth Income Pool
FT Portfolios Canada Co.
- First Trust Canadian Capital Strength ETF (FST)
Gestion FÉRIQUE
- FÉRIQUE World Dividend Equity Fund
Global Growth Assets Inc.
- Global Iman Fund
Global X Investments Canada
- Global X Active Global Dividend ETF (HAZ)
- Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR)
- Global X Europe 50 Index Corporate Class ETF (HXX)
- Global X NASDAQ-100 Index Corporate Class ETF (HXQ)
- Global X S&P/TSX 60 Index Corporate Class ETF (HXT)
- Global X Uranium Index ETF (HURA)
Guardian Capital LP
- GC One Fixed Income Portfolio
- Guardian Canadian Focused Equity Fund
Hamilton ETFs
- Hamilton Australian Bank Equal-Weight Index ETF (HBA)
- Hamilton Global Financials ETF (HFG)
IG Wealth Management
- IG BlackRock International Equity Fund
- IG Mackenzie Global Financial Services Fund
- IG Mackenzie Global Resource Fund II
- IG Mackenzie Pacific International Fund
- IG Mackenzie U.S. Dividend Registered Fund
- IG Putnam U.S. Growth Fund
- iProfile Active Allocation Private Pool III
- iProfile Alternatives Private Pool
- iProfile ETF Private Pool
- iProfile Fixed Income Private Pool
- iProfile U.S. Equity Private Pool
Independent Order of Foresters
- FGF American Index Fund
- FGF Global Index Fund
- Forester Growth Funds - Equity
Industrial Alliance Insurance and Financial Services Inc.
- iA Canadian Equity Small Cap (QV) Fund
- IA Clarington Canadian Small Cap GIF
- iA Fidelity American High Yield Currency Neutral Fund
- iA Fidelity Canadian Opportunities Fund
- iA Fidelity Canadian Opportunities Hybrid 75/25 Fund
- iA Fidelity Global Innovators Fund
- iA Fidelity Multi-Asset Innovation Fund
- iA Global Opportunities (Loomis Sayles) Fund
- iA Thematic Innovation (iA) Hybrid 75/25 Fund
- iA U.S. DAQ Index (iA) Fund
- iA U.S. Disciplined Equity (iA) Hybrid 75/25 Fund
Invesco Canada Ltd.
- Invesco ESG Canadian Core Plus Bond ETF (BESG)
- Invesco ESG NASDAQ 100 Index ETF (QQCE)
- Invesco FTSE RAFI Canadian Index ETF (PXC)
- Invesco S&P International Developed ESG Index ETF (IICE)
Lincluden Investment Management Limited
- Lincluden Balanced Fund
Lysander Funds Limited
- Lysander-Canso Balanced Fund
- Lysander-Canso Corporate Value Bond Fund
Mackenzie Investments
- Mackenzie Balanced Allocation ETF (MBAL)
- Mackenzie Conservative Allocation ETF (MCON)
- Mackenzie Global Infrastructure Index ETF (QINF)
- Mackenzie Growth Allocation ETF (MGRW)
- Mackenzie International Equity Index ETF (CAD-Hedged) (QDXH)
- Mackenzie US Large Cap Equity Index ETF (QUU)
- Wealthsimple North America Socially Responsible Index ETF (WSRI)
- Mackenzie Emerging Markets Fund
- Mackenzie Enhanced Global Balanced Fund
- Mackenzie Global Resource Fund II
- Mackenzie Precious Metals Fund
Manulife Investment Management Limited
- Manulife Multifactor Canadian Large Cap Index ETF (MCLC)
- Manulife Smart Core Bond ETF (BSKT)
- Manulife Smart Corporate Bond ETF (CBND)
- Manulife Smart Short-Term Bond ETF (TERM)
- Manulife Canadian Balanced Private Pool
- Manulife Canadian Equity Private Pool
- Manulife Canadian Growth and Income Private Trust
- Manulife Fundamental Balanced Class
- Manulife Fundamental Equity Fund
- Manulife Global Monthly High Income Fund
- Manulife Tactical Income Fund
- Manulife Balanced Income Portfolio GIF Select
- Manulife Canadian Balanced Private Segregated Pool
- Manulife Canadian Equity Private Segregated Pool
- Manulife Canadian Growth & Income Private Segregated Pool
- Manulife Climate Action GIF
- Manulife Corporate Fixed Income Private Segregated Pool
- Manulife Fundamental Balanced Class GIF Select
- Manulife Fundamental Equity GIF
- Manulife Global Balanced Private Segregated Pool
- Manulife Global Equity Private Segregated Pool
- Manulife Global Monthly High Income GIF Select
- Manulife Global Strategic Balanced Yield GIF Select
- Manulife Ideal Balanced Fund
- Manulife Ideal Canadian Equity Fund
- Manulife Ideal Core Plus Bond Fund
- Manulife Ideal Tactical Income Fund
- Manulife Moderate Portfolio GIF
- Manulife Monthly High Income GIF
- Manulife RetirementPlus Fundamental Equity
- Manulife Simplicity Moderate Portfolio GIF
- Manulife Smart Dividend ETF GIF Select
- Manulife Strategic Balanced Yield GIF Select
- Manulife U.S. Balanced Private Segregated Pool
Mawer Investment Management Ltd.
- Mawer U.S. Mid Cap Equity Fund
Middlefield Limited
- Middlefield Real Estate Dividend ETF (MREL)
- Middlefield Sustainable Global Dividend ETF (MDIV)
National Bank Investments
- NBI Active U.S. Equity ETF (NUSA)
- NBI Sustainable Canadian Equity ETF (NSCE)
- NBI Floating Rate Income Fund
- NBI Global Equity Fund
- NBI Innovators Fund
- NBI International High Conviction Equity Private Portfolio
- NBI Quebec Growth Fund
- NBI Sustainable Canadian Equity Fund
- NBI U.S. Equity Private Portfolio
- NBI U.S. High Conviction Equity Private Portfolio

NCM Asset Management Ltd.
- NCM Global Income Growth Class
Ninepoint Partners LP
- Ninepoint Energy Fund
Pembroke Private Wealth Management Ltd.
- Pembroke Canadian All Cap Fund
- Pembroke Canadian Balanced Fund
- Pembroke Corporate Bond Fund
- Pembroke Dividend Growth Fund
PenderFund Capital Management Ltd.
- Pender Bond Universe Fund
- Pender Corporate Bond Fund
- Pender Strategic Growth and Income Fund
Picton Mahoney Asset Management
- Picton Mahoney Fortified Equity Fund
- Picton Mahoney Fortified Market Neutral Alternative Fund
PIMCO Canada Corp.
- PIMCO Global Short Maturity Fund (Canada)
- PIMCO Low Duration Monthly Income Fund (Canada)
- PIMCO Managed Conservative Bond Pool
- PIMCO Managed Core Bond Pool
Portland Investment Counsel Inc.
- Portland Life Sciences Alternative Fund
RBC Global Asset Management Inc.
- RBC Quant Canadian Dividend Leaders ETF (RCD)
- RBC Quant EAFE Dividend Leaders (CAD Hedged) ETF (RIDH)
- RBC Quant U.S. Dividend Leaders ETF (RUD)
- BlueBay Emerging Markets Bond Fund (Canada)
- BlueBay European High Yield Bond Fund (Canada)
- Phillips, Hager & North Dividend Income Fund
- Phillips, Hager & North High Yield Bond Fund
- Phillips, Hager & North Monthly Income Fund
- Phillips, Hager & North Small Float Fund
- Phillips, Hager & North U.S. Dividend Income Fund
- RBC Global Choices Balanced Portfolio
- RBC Global Choices Conservative Portfolio
- RBC International Equity Currency Neutral Fund
- RBC Life Science and Technology Fund
- RBC Managed Payout Solution - Enhanced
- RBC Managed Payout Solution - Enhanced Plus
- RBC North American Value Fund
- RBC QUBE Global Equity Fund
- RBC QUBE U.S. Equity Fund
- RBC Retirement 2020 Portfolio
- RBC Retirement 2025 Portfolio
- RBC Retirement 2030 Portfolio
- RBC Select Choices Conservative Portfolio
- RBC Select Conservative Portfolio
- RBC Target 2035 Education Fund
- RBC U.S. Mid-Cap Growth Equity Fund
- RBC U.S. Monthly Income Fund
RBC Indigo Asset Management Inc.
- RBC Indigo Monthly Income Fund
- RBC Indigo Strategic Moderate Conservative Fund
RBC Life Insurance Company
- RBC North American Value GIF
- RBC PH&N Canadian Income GIF
- RBC Select Conservative GIP
RP Investment Advisors LP
- RP Alternative Global Bond Fund
Russell Investments Canada Limited (Russell Investments)
- Russell Investments Canadian Fixed Income Fund
ScotiaFunds
- Scotia Diversified Balanced Fund
- Scotia Nasdaq Index Fund
- Scotia U.S. Equity Fund
Sun Life Assurance Company of Canada
- Sun GIF Solutions Fidelity Floating Rate High Income
- Sun GIF Solutions Fiera Global Equity
- Sun GIF Solutions RBC North American Value
- Sun GIF Solutions Sun Life Core Advantage Credit Private Pool
- Sun GIF Solutions Sun Life MFS Low Volatility Global Equity
Tangerine Investment Management Inc.
- Tangerine Balanced Growth SRI Portfolio
- Tangerine Balanced SRI Portfolio
- Tangerine Equity Growth SRI Portfolio
TD Asset Management Inc.
- TD Active Global Enhanced Dividend ETF (TGED)
- TD Active Global Equity Growth ETF (TGGR)
- TD Active Global Infrastructure Equity ETF (TINF)
- TD Active Preferred Share ETF (TPRF)
- TD Active U.S. Enhanced Dividend ETF (TUED)
- TD Conservative ETF Portfolio (TCON)
- TD International Equity CAD Hedged Index ETF (THE)
- TD Q Canadian Dividend ETF (TQCD)
- TD Q Global Dividend ETF (TQGD)
- TD Q U.S. Small-Mid-Cap Equity ETF (TQSM)
- TD Select Short Term Corporate Bond Ladder ETF (TCSB)
- TD U.S. Equity Index ETF (TPU)
- TD Canadian Blue Chip Dividend Fund
- TD Canadian Diversified Yield Fund
- TD Canadian Small-Cap Equity Fund
- TD Global Equity Focused Fund
- TD Global Tactical Monthly Income Fund
- TD International Index Currency Neutral Fund
- TD Managed Aggressive Growth ETF Portfolio
- TD Managed Balanced Growth ETF Portfolio
- TD Managed Income ETF Portfolio
- TD North American Dividend Fund
- TD U.S. Disciplined Equity Alpha Fund
- TD U.S. Monthly Income Fund
The Canada Life Assurance Company
- CAN American Growth
- CAN Canadian Focused Premier Growth
- CAN Canadian Neutral Balanced
- CAN Canadian Stock Balanced
- CAN Core Balanced
- CAN Emerging Markets Equity
- CAN Fidelity Balanced
- CAN Fidelity Global Balanced Portfolio
- CAN Fidelity Global Income Portfolio
- CAN Fidelity Moderate Income
- CAN Fidelity NorthStar
- CAN Fidelity True North
- CAN Global Founders
- CAN Global Value Balanced
- CAN International Concentrated Equity
- CAN Mackenzie Moderate Income
- CAN Risk-Managed Conservative Income Portfolio
- CAN Risk-Managed Growth Portfolio
- CAN Short-Term Bond
- CAN U.S. All Cap Growth
- CAN U.S. Value
- GWL Canadian Corporate Bond
- GWL Canadian Premier Balanced
- GWL Mackenzie Balanced
- GWL U.S. Dividend
- LON 2045 Profile
- LON 2050 Profile
- LON Canadian Growth Balanced II
- LON Fidelity Balanced Income
- LON Fidelity Tactical Asset Allocation Income
- LON Moderate Profile
The Equitable Life Insurance Company of Canada
- Equitable Life Accumulative Income Fund
- Equitable Life Common Stock Fund
Tralucent Asset Management Inc.
- Tralucent Global Alt (Long/Short) Equity Fund
Value Partners Investments Inc.
- VPI Canadian Balanced Pool
Vanguard Investments Canada Inc.
- Vanguard Canadian Short-Term Corporate Bond Index (VSC)
- Vanguard FTSE Canada Index ETF (VCE)
- Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
- Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-hedged) (VI)
- Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY)
- Vanguard Growth ETF Portfolio (VGRO)
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)

Arrow Capital Management Inc.

Arrow Capital Management Inc.

ATB Investment Management Inc.

ATB Investment Management Inc.

Beutel, Goodman & Company Ltd.

Beutel, Goodman & Company Ltd.

BlackRock Asset Management Canada Limited

BlackRock Asset Management Canada Limited

BMO Exchange Traded Funds <br/> BMO Investments Inc.

BMO Exchange Traded Funds
BMO Investments Inc.

Bridgehouse Asset Managers

Bridgehouse Asset Managers

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 Global Asset Management

CI Global Asset Management

CIBC Asset Management Inc.

CIBC Asset Management Inc.

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

Desjardins Financial Security Life Assurance Company,
Desjardins Investments Inc.

Dynamic Funds

EdgePoint Wealth Management Inc.

EdgePoint Wealth Management Inc.

Evolve Funds Group Inc.

Evolve Funds Group Inc.

Fidelity Investments Canada ULC

Fidelity Investments Canada ULC

Foundation Wealth Partners LP.

Foundation Wealth Partners LP.

FT Portfolios Canada Co.

FT Portfolios Canada Co.

Global Growth Assets Inc.

Global Growth Assets Inc.

Global X Investments Canada

Global X Investments Canada

Guardian Capital LP

Guardian Capital LP

Hamilton ETFs

IG Wealth Management

IG Wealth Management

Industrial Alliance Insurance and Financial Services Inc.

Industrial Alliance Insurance and Financial Services Inc.

Lincluden Investment Management Limited

Lincluden Investment Management Limited

Lysander Funds Limited

Lysander Funds Limited

Mackenzie Investments

Mackenzie Investments

Manulife Investment Management Limited

Manulife Investment Management Limited

Middlefield Limited

Middlefield Limited

National Bank Investments

National Bank Investments

NCM Asset Management Ltd.

NCM Asset Management Ltd.

Ninepoint Partners LP

Ninepoint Partners LP

Pembroke Private Wealth Management Ltd.

Pembroke Private Wealth Management Ltd.

PenderFund Capital Management Ltd.

PenderFund Capital Management Ltd.

Picton Mahoney Asset Management

Picton Mahoney Asset Management

PIMCO Canada Corp.

PIMCO Canada Corp.

Portland Investment Counsel Inc.

Portland Investment Counsel Inc.

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

RBC Global Asset Management Inc.,
RBC Indigo Asset Management Inc.,
RBC Life Insurance Company

Russell Investments Canada Limited (Russell Investments)

Russell Investments Canada Limited (Russell Investments)

ScotiaFunds

Sun Life Assurance Company of Canada

Sun Life Assurance Company of Canada

TD Asset Management Inc.

TD Asset Management Inc.

Tralucent Asset Management Inc.

Tralucent Asset Management Inc.

Vanguard Investments Canada Inc.

Vanguard Investments Canada Inc.