group award size company - amazon web …...group award size company bond phillips, hager &...

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GROUP AWARD SIZE COMPANY Bond Phillips, Hager & North Equity Mawer Investment Management Mixed Assets Mawer Investment Management Overall Phillips, Hager & North LIPPER GLOBAL CLASSIFICATION BEST FUND FUND NAME ADVISOR COMPANY PORTFOLIO COUNT Asia Pacific Equity 3 Years Fidelity AsiaStar Series B Fidelity Investments Canada ULC 11 Canadian Corporate Fixed Income 3 Years Renaissance Corporate Bond Class A CIBC Asset Management Inc 13 Canadian Dividend & Income Equity 3 Years BMO Dividend Class Series A BMO Investments Inc Advised by BMO Asset Management Inc. 65 Canadian Equity 3 Years BMO Canadian Stock Selection Series NBA BMO Investments Inc Advised by BMO Asset Management Inc. 80 Canadian Equity Balanced 3 Years Mackenzie Canadian Growth Balanced Series A Mackenzie Financial Corporation 53 Canadian Fixed Income 3 Years Ridgewood Tactical Yield Series A Ridgewood Capital Asset Management Inc 77 Canadian Fixed Income Balanced 3 Years CIBC Balanced Index Class A Canadian Imperial Bank of Commerce Advised by CIBC Asset Management Inc 79 Canadian Focused Equity 3 Years Fidelity Canadian Growth Company Series B Fidelity Investments Canada ULC 82 Canadian Focused Sm/Mid Cap Eq 3 Years Fidelity Special Situations Series B Fidelity Investments Canada ULC 15 Canadian Neutral Balanced 3 Years PH&N Balanced Sr D RBC Global Asset Management Inc 75

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Page 1: GROUP AWARD SIZE COMPANY - Amazon Web …...GROUP AWARD SIZE COMPANY Bond Phillips, Hager & North Equity Mawer Investment Management Mixed Assets Mawer Investment Management Overall

GROUP AWARD SIZE COMPANYBond Phillips, Hager & North

Equity Mawer Investment Management

Mixed Assets Mawer Investment Management

Overall Phillips, Hager & North

LIPPER GLOBAL CLASSIFICATION BEST FUND FUND NAME ADVISOR COMPANY PORTFOLIO COUNTAsia Pacific Equity 3 Years Fidelity AsiaStar Series B Fidelity Investments Canada ULC 11

Canadian Corporate Fixed Income 3 Years Renaissance Corporate Bond Class A CIBC Asset Management Inc 13

Canadian Dividend & Income Equity 3 Years BMO Dividend Class Series A BMO Investments IncAdvised by BMO Asset Management Inc.

65

Canadian Equity 3 Years BMO Canadian Stock Selection Series NBA BMO Investments IncAdvised by BMO Asset Management Inc.

80

Canadian Equity Balanced 3 Years Mackenzie Canadian Growth Balanced Series A Mackenzie Financial Corporation 53

Canadian Fixed Income 3 Years Ridgewood Tactical Yield Series A Ridgewood Capital Asset Management Inc 77

Canadian Fixed Income Balanced 3 Years CIBC Balanced Index Class A Canadian Imperial Bank of CommerceAdvised by CIBC Asset Management Inc

79

Canadian Focused Equity 3 Years Fidelity Canadian Growth Company Series B Fidelity Investments Canada ULC 82

Canadian Focused Sm/Mid Cap Eq 3 Years Fidelity Special Situations Series B Fidelity Investments Canada ULC 15

Canadian Neutral Balanced 3 Years PH&N Balanced Sr D RBC Global Asset Management Inc 75

Page 2: GROUP AWARD SIZE COMPANY - Amazon Web …...GROUP AWARD SIZE COMPANY Bond Phillips, Hager & North Equity Mawer Investment Management Mixed Assets Mawer Investment Management Overall

LIPPER GLOBAL CLASSIFICATION BEST FUND FUND NAME ADVISOR COMPANY PORTFOLIO COUNTCanadian Short Term Fixed Income 3 Years IA Clarington Core Plus Bond Fund Series A IA Clarington Investments Inc

Advised by Industrial Alliance Investment Management Inc38

Canadian Small/Mid Cap Equity 3 Years Purpose Canadian Equity Growth Series A Purpose Investments IncAdvised by StoneCastle Investment Management Inc

39

Emerging Markets Equity 3 Years HSBC BRIC Equity Fund Investor Series HSBC Global Asset Management Canada Ltd 32

Energy Equity 3 Years BMO Global Energy Class Series A BMO Investments IncAdvised by BMO Asset Management Inc.

16

European Equity 3 Years CIBC European Equity Class A Canadian Imperial Bank of CommerceAdvised by CIBC Asset Management Inc

23

Floating Rate Loan 3 Years Mackenzie Floating Rate Income Series A Mackenzie Financial Corporation 10

Global Corporate Fixed Income 3 Years Invesco Active Multi-Sector Credit Series A Invesco Canada LtdAdvised by Invesco Advisers Inc

15

Global Equity 3 Years CIBC Global Technology Class A Canadian Imperial Bank of CommerceAdvised by CIBC Asset Management Inc

211

Global Equity Balanced 3 Years IA Clarington Global Allocation Sr T8 IA Clarington Investments IncAdvised by Industrial Alliance Investment Management Inc

144

Global Fixed Income 3 Years PIMCO Monthly Income (CAN) Series A PIMCO Canada Corp 45

Global Fixed Income Balanced 3 Years Manulife Yield Opportunities Advisor Series Manulife Asset Management Limited 58

Global Infrastructure Equity 3 Years Sentry Global Infrastructure Series A CI Investments Inc 14

Global Neutral Balanced 3 Years Dynamic U.S. Balanced Class - Series A 1832 Asset Management LP 153

Global Small/Mid Cap Equity 3 Years Renaissance Global Small-Cap Class A CIBC Asset Management Inc 31

High Yield Fixed Income 3 Years Pender Corporate Bond A PenderFund Capital Management 58

International Equity 3 Years Capital Group International Equity Series A Capital International Asset Management Canada Inc 64

Natural Resources Equity 3 Years Fidelity Global Natural Resources Series B Fidelity Investments Canada ULC 27

North American Equity 3 Years Purpose Best Ideas Series A NCH Purpose Investments Inc 14

Precious Metals Equity 3 Years RBC Global Precious Metals Sr A RBC Global Asset Management Inc 12

Real Estate Equity 3 Years First Asset REIT Income Class A First Asset Investment Management IncAdvised by CI Investments Inc

16

Sector Equity 3 Years Signature Global Tech Corp Cl A CI Investments Inc 19

Page 3: GROUP AWARD SIZE COMPANY - Amazon Web …...GROUP AWARD SIZE COMPANY Bond Phillips, Hager & North Equity Mawer Investment Management Mixed Assets Mawer Investment Management Overall

LIPPER GLOBAL CLASSIFICATION BEST FUND FUND NAME ADVISOR COMPANY PORTFOLIO COUNTTactical Balanced 3 Years Manulife Value Balanced Advisor Series Manulife Asset Management Limited 39

US Equity 3 Years Dynamic Power American Growth Class - Series A 1832 Asset Management LP 152

US Small/Mid Cap Equity 3 Years AGF U.S. Small-Mid Cap Series MF AGF Investments Inc. 23

Asia Pacific Equity 5 Years Fidelity AsiaStar Series B Fidelity Investments Canada ULC 11

Canadian Corporate Fixed Income 5 Years Renaissance Corporate Bond Class A CIBC Asset Management Inc 12

Canadian Dividend & Income Equity 5 Years Cambridge Canadian Dividend D units CI Investments Inc 59

Canadian Equity 5 Years Caldwell Canadian Value Momentum Series A Caldwell Investment Management Ltd. 69

Canadian Equity Balanced 5 Years Mackenzie Canadian Growth Balanced Series A Mackenzie Financial Corporation 48

Canadian Fixed Income 5 Years Ridgewood Tactical Yield Series A Ridgewood Capital Asset Management Inc 69

Canadian Fixed Income Balanced 5 Years CIBC Balanced Index Class A Canadian Imperial Bank of CommerceAdvised by CIBC Asset Management Inc

76

Canadian Focused Equity 5 Years Fidelity Canadian Growth Company Series B Fidelity Investments Canada ULC 80

Canadian Focused Sm/Mid Cap Eq 5 Years Fidelity Special Situations Series B Fidelity Investments Canada ULC 13

Canadian Neutral Balanced 5 Years PH&N Balanced Sr D RBC Global Asset Management Inc 71

Canadian Short Term Fixed Income 5 Years IA Clarington Core Plus Bond Fund Series A IA Clarington Investments IncAdvised by Industrial Alliance Investment Management Inc

36

Canadian Small/Mid Cap Equity 5 Years NBI Quebec Growth Investor Series National Bank Investments Inc.Advised by Fiera Capital Corporation

38

Emerging Markets Equity 5 Years HSBC BRIC Equity Fund Investor Series HSBC Global Asset Management Canada Ltd 30

Energy Equity 5 Years BMO Global Energy Class Series A BMO Investments IncAdvised by BMO Asset Management Inc.

15

European Equity 5 Years IG Mackenzie European Mid-Cap Equity Cl Sr A IG Investment Management LtdAdvised by Mackenzie Investments Europe Ltd

21

Global Equity 5 Years CIBC Global Technology Class A Canadian Imperial Bank of CommerceAdvised by CIBC Asset Management Inc

178

Global Equity Balanced 5 Years Dynamic Global Asset Allocation Fund - Series A 1832 Asset Management LP 115

Global Fixed Income 5 Years PIMCO Monthly Income (CAN) Series A PIMCO Canada Corp 35

Page 4: GROUP AWARD SIZE COMPANY - Amazon Web …...GROUP AWARD SIZE COMPANY Bond Phillips, Hager & North Equity Mawer Investment Management Mixed Assets Mawer Investment Management Overall

LIPPER GLOBAL CLASSIFICATION BEST FUND FUND NAME ADVISOR COMPANY PORTFOLIO COUNTGlobal Fixed Income Balanced 5 Years DynamicEdge Conservative Class Portfolio Srs A 1832 Asset Management LP 44

Global Infrastructure Equity 5 Years Dynamic Global Infrastructure Series A 1832 Asset Management LP 11

Global Neutral Balanced 5 Years TD U.S. Monthly Income C$ Investor Series TD Asset Management Inc. 134

Global Small/Mid Cap Equity 5 Years Mawer Global Small Cap Series A Mawer Investment Management Ltd 27

High Yield Fixed Income 5 Years Pender Corporate Bond A PenderFund Capital Management 49

International Equity 5 Years Sun Life MFS International Growth Series A Sun Life Global Investments (Canada) Inc. 58

Natural Resources Equity 5 Years Scotia Resource Series A 1832 Asset Management LP 25

Precious Metals Equity 5 Years Dynamic Precious Metals Series A 1832 Asset Management LP 12

Real Estate Equity 5 Years First Asset REIT Income Class A First Asset Investment Management IncAdvised by CI Investments Inc

13

Sector Equity 5 Years Fidelity Technology Innovators Series B Fidelity Investments Canada ULC 16

Tactical Balanced 5 Years TD Tactical Monthly Income Investor Series TD Asset Management Inc. 31

US Equity 5 Years CIBC Nasdaq Index Class A Canadian Imperial Bank of CommerceAdvised by CIBC Asset Management Inc

132

US Small/Mid Cap Equity 5 Years AGF U.S. Small-Mid Cap Series MF AGF Investments Inc. 21

Asia Pacific Equity 10 Years FERIQUE Asian Equity Fund Gestion FERIQUEAdvised by Nomura Asset Management U.S.A. Inc.

11

Canadian Dividend & Income Equity 10 Years RBC Canadian Equity Income Sr A RBC Global Asset Management Inc 48

Canadian Equity 10 Years Mawer Canadian Equity Series A Mawer Investment Management Ltd 52

Canadian Equity Balanced 10 Years EdgePoint Canadian Growth & Income Portfolio, Sr A EdgePoint Wealth Management Inc.Advised by EdgePoint Investment Group Inc.

38

Canadian Fixed Income 10 Years PH&N Total Return Bond Sr D RBC Global Asset Management Inc 53

Canadian Fixed Income Balanced 10 Years Fidelity Income Allocation Series B Fidelity Investments Canada ULC 50

Canadian Focused Equity 10 Years Fidelity Canadian Growth Company Series B Fidelity Investments Canada ULC 60

Canadian Focused Sm/Mid Cap Eq 10 Years Fidelity Special Situations Series B Fidelity Investments Canada ULC 13

Page 5: GROUP AWARD SIZE COMPANY - Amazon Web …...GROUP AWARD SIZE COMPANY Bond Phillips, Hager & North Equity Mawer Investment Management Mixed Assets Mawer Investment Management Overall

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LIPPER GLOBAL CLASSIFICATION BEST FUND FUND NAME ADVISOR COMPANY PORTFOLIO COUNTCanadian Neutral Balanced 10 Years Desjardins Quebec Balanced A Desjardins Investments Inc.

Advised by Desjardins Global Asset Management Inc.51

Canadian Short Term Fixed Income 10 Years PH&N Short Term Bond & Mortgage Sr D RBC Global Asset Management Inc 23

Canadian Small/Mid Cap Equity 10 Years Mawer New Canada Series A Mawer Investment Management Ltd 32

Emerging Markets Equity 10 Years IG JPMorgan Emerging Markets Class Series A IG Investment Management Ltd 20

Energy Equity 10 Years BMO Global Energy Class Series A BMO Investments IncAdvised by BMO Asset Management Inc.

12

European Equity 10 Years Invesco Europlus Series A Invesco Canada Ltd 21

Global Equity 10 Years TD Global Entertainment & Communications Inv Srs TD Asset Management Inc. 131

Global Equity Balanced 10 Years EdgePoint Global Growth & Income Portfolio Srs A EdgePoint Wealth Management Inc.Advised by EdgePoint Investment Group Inc.

88

Global Fixed Income 10 Years Manulife Strategic Income Advisor Series Manulife Asset Management Limited 20

Global Fixed Income Balanced 10 Years Fidelity Global Income Portfolio Series B Fidelity Investments Canada ULC 24

Global Neutral Balanced 10 Years Mawer Balanced Series A Mawer Investment Management Ltd 79

Global Small/Mid Cap Equity 10 Years Mawer Global Small Cap Series A Mawer Investment Management Ltd 19

High Yield Fixed Income 10 Years TD High Yield Bond Investor Series TD Asset Management Inc. 22

International Equity 10 Years Mawer International Equity Series A Mawer Investment Management Ltd 48

Natural Resources Equity 10 Years RBC Global Resources Sr A RBC Global Asset Management Inc 22

Precious Metals Equity 10 Years NBI Precious Metals Investor Series National Bank Investments Inc.Advised by Fiera Capital Corporation

11

Sector Equity 10 Years TD Science & Technology Investor Series TD Asset Management Inc. 16

Tactical Balanced 10 Years Cambridge Global High Income Class A CI Investments Inc 11

US Equity 10 Years CIBC Nasdaq Index Class A Canadian Imperial Bank of CommerceAdvised by CIBC Asset Management Inc

90

US Small/Mid Cap Equity 10 Years TD U.S. Mid-Cap Growth Investor Series TD Asset Management Inc. 16