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Organizer | Morningstar |
Date Awarded | 26 Jan 2017 8:00am EST (over 8 years ago) |
Region | Americas |
The Morningstar Awards are designed to help investors around the world identify the year's most exceptional funds and fund managers. Awards are announced throughout the year at ceremonies across Europe, Asia, Africa, and the Americas, honoring managers that have added the most value for investors. Fund and fund group nominees are selected based on sound quantitative methodologies that emphasize outperformance over one-, three-, and five-year periods, while our regional analyst-driven Fund Manager of the Year awards recognize managers who have not only achieved impressive returns, but also been strong stewards of shareholder capital.
2015 WINNERS
Fund Manager of the Year Awards:
Morningstar Domestic Equity Fund Manager of the Year
Winner: Jim Hall and Vijay Viswanathan, Mawer Canadian Equity, Mawer Investment Management Ltd.
Morningstar Foreign Equity Fund Manager of the Year
Winner: Richard Jenkins, CI Black Creek International Equity, CI Investments Inc.
Morningstar Fixed-Income Fund Manager of the Year
Winner: Daniel Janis, Thomas Goggins, and Kisoo Park, Manulife Strategic Income, Manulife Asset Management Ltd.
Morningstar Multi-Asset Fund Manager of the Year
Winner: Geoffrey Stein and David Wolf, Fidelity Global Monthly Income, Fidelity Canadian Asset Allocation, and Fidelity Monthly Income, Fidelity Investments Canada ULC
Morningstar Analysts’ Choice Steward of the Year:
EdgePoint Wealth Management, Inc.
Breakout Fund Manager of the Year:
Winner: Stephen Groff and Greg Dean, CI Cambridge Pure Canadian Equity Fund, CI Investments Inc.
Advisors' Choice Investment Fund Company of the Year:
Winner: Fidelity Investments Canada ULC
Career Achievement:
Winner: Philip Armstrong
Mutual Fund Awards:
Best Canadian Balanced Fund
Best Canadian Dividend and Income Equity Fund
Winner: Manulife Dividend Income, Manulife Asset Management Ltd.
Best Canadian Equity Fund
Winner: CI Cambridge Canadian Equity, CI Investments Inc.
Best Canadian Fixed-Income Fund
Winner: PHandN Total Return Bond, RBC Global Asset Management Inc.
Best Canadian Small-/Mid-Cap Equity Fund
Winner: Fidelity Special Situations, Fidelity Investments Canada ULC
Best Emerging Markets Equity Fund
Winner: RBC Emerging Markets Equity, RBC Global Asset Management Inc.
Best Fund of Fund Series
Winner: Fidelity Managed Portfolios, Fidelity Investments Canada ULC
Best Global Balanced Fund
Winner: EdgePoint Global Growth and Income Portfolio, EdgePoint Wealth Management Inc.
Best Global Equity Fund
Winner: EdgePoint Global Portfolio, EdgePoint Wealth Management Inc.
Best Global Fixed-Income Fund
Winner: Lysander Corporate Value Bond, Lysander Funds Ltd.
Best Global Small-/Mid-Cap Equity Fund
Winner: Mawer Global Small Cap, Mawer Investment Management Ltd.
Best High-Yield Fixed-Income Fund
Winner: Manulife Strategic Income, Manulife Asset Management Ltd.
Best International Equity Fund
Winner: Mawer International Equity, Mawer Investment Management
Best Specialty Equity Fund
Winner: Renaissance Global Health Care, CIBC Asset Management Inc.
Best US Equity Fund
Winner: Mawer US Equity, Mawer Investment Management Ltd.
Best US Small-/Mid-Cap Equity Fund
Winner: Fidelity Small Cap America, Fidelity Investments Canada ULC
Best Equity ETF
Winner: BMO Low Volatility Canadian Equity ETF, BMO Global Asset Management Inc.
Best Fixed-Income ETF
Winner: Vanguard Canadian Aggregate Bond ETF, Vanguard Investments Canada Inc.
Best Specialty ETF
Winner: BMO Equal Weight US Healthcare Hedged to CAD ETF, BMO Global Asset Management Inc.
Best Pooled Fund of Fund Series
Winner: Sun Life Granite Target Date Series, Sun Life Global Investments (Canada), Inc.
Best Canadian Balanced Pooled Fund
Winner: Burgundy Balanced Pension, Burgundy Asset Management Ltd.
Best Canadian Equity Pooled Fund
Winner: Mawer Canadian Equity Pooled, Mawer Investment Management
Best Canadian Fixed-Income Pooled Fund
Winner: PHandN Total Return Bond, RBC Global Asset Management Inc.
Best Canadian Small-/Mid-Cap Equity Pooled Fund
Winner: CI Cambridge Pure Canadian Equity, CI Investments Inc.
Best Global Balanced Pooled Fund
Winner: Mawer Balanced Pooled, Mawer Investment Management Ltd.
Best Global Equity Pooled Fund
Winner: Burgundy Global Equity, Burgundy Asset Management Ltd.
Best International Equity Pooled Fund
Winner: Burgundy EAFE, Burgundy Asset Management Ltd.
Best US Equity Pooled Fund
Winner: Beutel Goodman American Equity, Beutel, Goodman and Company Ltd.
Best Online Brokerage Award
Winner: BMO InvestorLine
IFIC Investor Education Award
Winner: The Snapshots Newcomers Life Event, Dynamic Funds
Canadian Investment Marketing Award
Winner: iThinking Campaign, iShares by BlackRock
Best Use of Technology Award
Winner: Platform Traded Funds, Invesco Canada Ltd.
Best ETF Initiative Award
Winner: Helping Investors Navigate Fixed Income, iShares by BlackRock