2018 FundGrade A+® Awards

Fundata Canada Inc. presented FundGrade A+® Awards for 2018 to 60 companies representing 276 Canadian investment funds on
January 24, 2019, in Toronto. Receiving the A+ Award for 2018 were 168 mutual funds, 41 exchange-traded funds (ETFs), 64 segregated funds, and 3 Responsible Investing funds

AGF Investments Inc.
- AGF Global Convertible Bond Fund
Arrow Capital Management Inc.
- Exemplar Growth and Income Fund
ATB Investment Management Inc.
Beutel, Goodman & Company Ltd.
BlackRock Asset Management Canada Ltd.
BMO Asset Management Inc.
BMO Investment Inc.
Bridgehouse Asset Managers
- Brandes Canadian Equity Fund
Caldwell Investment
Management Ltd.
- Caldwell Canadian Value Momentum Fund
Canoe Financial LP
- Canoe Bond Advantage Fund
- Canoe Energy Portfolio Class
CI Investments Inc.
CIBC Asset Management Inc.
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
Desjardins Financial Security Life Assurance Company
- DFS GIF - International Equity Growth - Desjardins
Desjardins Investments Inc.
- Desjardins Overseas Equity Growth Fund
Dynamic Funds
EdgePoint Wealth
Management Inc.

Fidelity Investments Canada ULC
- Fidelity Canadian Growth Company Fund
- Fidelity China Fund
- Fidelity ClearPath 2020 Portfolio
- Fidelity Far East Fund
- Fidelity Global Growth Portfolio
- Fidelity Global Natural Resources
- Fidelity Special Situations Fund
Fiera Capital Corporation
- Fiera Capital Global Equity Fund
- Fiera Capital U.S. Equity Fund
First Asset Investment Management Inc.
- First Asset Canadian Convertible Bond ETF (CXF)
- First Asset Canadian REIT ETF (RIT)
- First Asset Energy Giants Covered Call ETF (NXF)
- First Asset Morningstar National Bank Québec Index ETF (QXM)
- First Asset REIT Income Fund
Franklin Templeton
Investments Corp.
- Franklin Bissett Core Plus Bond Fund
Gestion FÉRIQUE
- FÉRIQUE Balanced Portfolio
Horizons ETFs Management (Canada) Inc.
- Horizons Active Canadian Bond ETF (HAD)
- Horizons Active Canadian Dividend ETF (HAL)
- Horizons Canadian Insider Index ETF (HII)
- Horizons Canadian Midstream Oil & Gas Index (HOG)
- Horizons S&P/TSX 60 Index ETF (HXT)
HSBC Global Asset Management (Canada) Limited
- HSBC World Selection Diversified Moderate Conservative Fund
I.G. Investment Management, Ltd.
- IG Putnam U.S. Growth Fund
- Investors European Mid-Cap Equity Fund
- Investors International Small Cap Class
- Investors Québec Enterprise Fund
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 Global Dividend (Dynamic) Fund
- iA Global Dividend (Dynamic) Hybrid 75/25 Fund
- iA Global Fixed Income (PIMCO) Fund
- iA U.S. DAQ Index Fund
Invesco Canada Ltd
- Invesco Indo-Pacific Fund
- Invesco International Companies Fund
- Invesco FTSE RAFI Global Small-Mid ETF (PZW)
- Invesco QQQ Index ETF (QQC.F)
- Invesco Tactical Bond ETF (PTB)
Leith Wheeler Investment
Counsel Ltd.
- Leith Wheeler Balanced Fund
- Leith Wheeler Income Advantage Fund
London Life Insurance Company
- London Life Balanced (Beutel Goodman)
- London Life Canadian Low Volatility (London Capital)
- London Life Income (Mackenzie)
- London Life Real Return Bond (Portico)
- London Life US Growth (Putnam)
Lysander Funds Limited
- Lysander-Canso Corporate Value Bond Fund
Mackenzie Financial Corporation
- Mackenzie Canadian Growth Balanced Fund
- Mackenzie Canadian Growth Fund
- Mackenzie Income Fund
- Mackenzie Monthly Income Conservative Portfolio
- Mackenzie US Mid Cap Growth Class
Manulife Asset Management Limited
- Manulife Balanced Equity Private Pool
- Manulife Balanced Equity Private Segregated Pool
- Manulife Balanced Income Portfolio
- Manulife Balanced Income Private Trust
- Manulife Canadian Balanced Fund
- Manulife Canadian Balanced Private Pool
- Manulife Canadian Balanced Private Segregated Pool
- Manulife Canadian Equity Private Segregated Pool
- Manulife Canadian Growth & Income Private Segregated Pool
- Manulife Canadian Investment Class
- Manulife Dividend Income Fund
- Manulife Dividend Income Fund
- Manulife Dividend Income Plus Fund
- Manulife Dividend Income Private Pool
- Manulife Global Balanced Fund
- Manulife Global Small Cap Balanced Fund
- Manulife Global Small Cap Fund
- Manulife Global Unconstrained Bond Fund
- Manulife Ideal Canadian Unconstrained Bond Fund
- Manulife Ideal Conservative Portfolio
- Manulife Ideal U.S. All Cap Equity Fund
- Manulife Monthly High Income Fund
- Manulife Opportunities Bundle
- Manulife PensionBuilder Guaranteed Income Fund
- Manulife RetirementPlus Strategic Balanced Yield
- Manulife Strategic Balanced Yield Fund
- Manulife Strategic Dividend Bundle
- Manulife Strategic Income Fund
- Manulife U.S. Balanced Private Trust
- Manulife U.S. Balanced Value Private Segregated Pool
- Manulife U.S. Balanced Value Private Trust
- 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 Canadian Equity 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
- NBI Floating Rate Income Fund
- NBI Quebec Growth Fund
- NBI U.S. Index Fund
NCM Asset Management Ltd.
- NCM Entrepreneurs Class
- NCM Global Income Growth Class
Ninepoint Partners LP
- Ninepoint Global Real Estate Fund
Northwest & Ethical
Investments L.P.
- NEI Select Growth & Income RS Portfolio – RI Balanced
Pembroke Private Wealth Management Ltd.
- GBC International Growth Fund

PenderFund Capital
Management Ltd.
- Pender Corporate Bond Fund
- Pender Small Cap Opportunities Fund
Phillips, Hager & North Investment Management
- 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 2050 Fund
- PH&N Small Float Fund
Picton Mahoney Asset Management
- Picton Mahoney Fortified Income Fund
PIMCO Canada Corp.
- PIMCO Balanced Income Fund (Canada)
- PIMCO Monthly Income Fund
Portland Investment Counsel Inc.
- Portland Canadian Balanced Fund
Purpose Investment Inc.
- Purpose Canadian Preferred Share Fund
RBC Global Asset
Management Inc.
- RBC Bond Fund
- RBC Emerging Markets Bond Fund
- RBC Emerging Markets Equity Fund
- RBC Global Equity Focus Fund
- RBC Global Equity Fund
- RBC North American Value Fund
- RBC Target 2019 Corporate Bond Index ETF (RQG)
- RBC Target 2020 Corporate Bond Index ETF (RQH)
- RBC Target 2021 Corporate Bond Index ETF (RQI)
- RBC Target 2030 Education Fund
- RBC Vision Bond Fund – RI Fixed Income
- RBC Vision Global Equity Fund – RI Equity
RBC Life Insurance Company
- RBC Balanced GIF
- RBC Bond GIF
- RBC Global Balanced GIF
Russell Investments Canada Limited
- Russell Investments Canadian Fixed Income Fund
- Russell Investments Global Equity Fund
ScotiaFunds
- Scotia Aria Conservative Build Portfolio
- Scotia Canadian Dividend Fund
- Scotia Global Growth Fund
- Scotia Nasdaq Index Fund
- Scotia Resource Fund
SEI Investments Canada Company
- SEI Income 40/60 Fund
- SEI Moderate Fund
SSQ Financial Group
- SSQ Guardian Conservative Monthly Income GIF
Steadyhand Investment Management Ltd.
- Steadyhand Equity Fund
- Steadyhand Founders Fund
Sun Life Assurance Company
- Clarica MVP Growth Fund
- Sun GIF Solutions Franklin Global Growth
- Sun GIF Solutions Strategic Income Fund
- Sun GIF Solutions Sun Life MFS Global Growth
- Sun GIF Solutions Sun Life MFS International Growth
- Sun GIF Solutions TD Dividend Income
- Sun Life Sunfund
- SunWise CI American Value Segregated Bundle
- SunWise CI Black Creek Global Leaders 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 Dividend Bundle
- SunWise CI Signature Global Income & Growth Segregated Fund
- SunWise CI Signature Income & Growth Segregated Fund
- SunWise CI Signature Select Canadian Segregated Bundle
- SunWise CI Synergy American Segregated Bundle
- SunWise Portfolio Series Balanced Growth Segregated Fund
- SunWise Portfolio Series Growth Segregated Fund
- SunWise Sun Life MFS Global Growth Bundle
- SunWise Sun Life MFS U.S. Growth Segregated Bundle
- SunWise Sun Life MFS U.S. Value Segregated Bundle
Sun Life Global Investments (Canada) Inc.
- Sun Life MFS International Value Fund
TD Asset Management Inc.
- TD Dow Jones Industrial Average Index Fund
- TD Global Entertainment & Communications Fund
- TD High Yield Bond Fund
- TD North American Dividend Fund
- TD Tactical Monthly Income Fund
- TD U.S. Blue Chip Equity Fund
- TD U.S. Mid-Cap Growth Fund
The Canada Life Assurance Company
- Canada Life Corporate Bond (Portico)
- Canada Life Floating Rate Income (Mackenzie)
- Canada Life Global Equity (Setanta)
- Canada LIfe Income (Mackenzie)
- Canada Life U.S. Growth (Putnam)
The Empire Life Insurance Company
- Empire Asset Allocation Fund
- Empire Elite Balanced Fund
- Empire Premier Equity Fund
The Equitable Life Insurance Company of Canada
- Equitable Life Dynamic Global Discovery Fund
- Equitable Life Trimark International Companies Fund
The Great-West Life Assurance Company
- GWL Balanced (Beutel Goodman)
- GWL Canadian Equity (Beutel Goodman)
- GWL Income (Mackenzie)
- GWL International Bond (Brandywine)
- GWL Mid Cap Canada (GWLIM)
- GWL Mortgage (Portico)
- GWL Real Return Bond (Portico)
- GWL Unconstrained Fixed Income (Mackenzie)
Tradex Management Inc.
- Tradex Global Equity Fund
Value Partners Investments Inc.
- VPI Canadian Balanced Pool
- VPI Canadian Equity Pool
Vanguard Investments Canada
- Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-hedged) (VI)

AGF Investments Inc.

AGF Investments Inc.

Arrow Capital Management Inc.

Arrow Capital Management Inc.

Corporation de services du Barreau du Québec

Corporation de services du Barreau du Québec

Beutel, Goodman & Company Ltd.

Beutel, Goodman & Company Ltd.

BlackRock Asset Management Canada Ltd.

BlackRock Asset Management Canada Ltd.

BMO Asset Management Inc.

BMO Asset Management Inc.

Bridgehouse Asset Managers

Bridgehouse Asset Managers

Caldwell Investment Management Ltd.

Caldwell Investment Management Ltd.

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

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

Canoe Financial LP

Canoe Financial LP

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.

Desjardins Investments Inc.

Dynamic Funds

EdgePoint Wealth Management Inc.

EdgePoint Wealth Management Inc.

The Empire Life Insurance Company

The Empire Life Insurance Company

Fidelity Investments Canada ULC

Fidelity Investments Canada ULC

Fiera Capital Corporation

Fiera Capital Corporation

First Asset Investment Management Inc.

First Asset Investment 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

I.G. Investment Management, Ltd.

I.G. Investment Management, Ltd.

IA Clarington Investments Inc.

IA Clarington Investments Inc.

IA Clarington Investments Inc.

IA Clarington Investments Inc.

Invesco Canada Ltd

Invesco Canada Ltd

Leith Wheeler Investment Counsel Ltd.

Leith Wheeler Investment Counsel Ltd.

Lysander Funds Limited

Lysander Funds Limited

Mackenzie Financial Corporation

Mackenzie Financial Corporation

Manulife Asset Management Limited

Manulife Asset Management Limited

Mawer Investment Management Ltd.

Mawer Investment Management Ltd.

National Bank Investments

National Bank Investments

NCM Asset Management Ltd.

NCM Asset Management Ltd.

Ninepoint Partners LP

Ninepoint Partners LP

Northwest & Ethical Investments L.P.

Northwest & Ethical Investments L.P.

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.

Purpose Investment Inc.

Purpose Investment Inc.

RBC Global Asset Management Inc.

RBC Global Asset Management Inc.

ScotiaFunds

SEI Investments Canada Company

SEI Investments Canada Company

Steadyhand Investment Management Ltd.

Steadyhand Investment Management Ltd.

Sun Life Assurance Company

Sun Life Assurance Company

TD Asset Management Inc.

TD Asset Management Inc.

Vanguard Investments Canada

Vanguard Investments Canada

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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