Here is the list of funds that have won this year’s Lipper Fund Awards. They are the top performing Canadian mutual funds and ETFs in their respective asset categories over the past 3, 5 and 10 year periods. For group winners, click here.
Read more about the winners of this year’s Lipper Awards
Three small-cap stock picks from Mawer’s $2.5-billion fund manager Jeff Mo
These bond funds produced surprisingly strong returns even amid the low interest rate environment
Three top dividend stock picks from the portfolio of an award-winning fund manager
Top Canadian funds and ETFs for 2020 as chosen by Lipper
Fund Name | Fund Class Name | Fund Management Company | Number of Funds in the Category |
---|---|---|---|
Winners for 3-year performance | |||
PH&N LifeTime 2025 Sr D | 2025 Target Date Portfolio | RBC Global Asset Management Inc | 10 |
PH&N LifeTime 2030 Sr D | 2030 Target Date Portfolio | RBC Global Asset Management Inc | 10 |
PH&N LifeTime 2040 Sr D | 2035+ Target Date Portfolio | RBC Global Asset Management Inc | 11 |
Dynamic Asia Pacific Equity Fund Series A | Asia Pacific Equity | 1832 Asset Management LP | 10 |
NBI Corporate Bond Private Portfolio Advisor Srs | Canadian Corporate Fixed Income | National Bank Investments Inc. | 12 |
Stone Dividend Growth Class Series A | Canadian Dividend & Income Equity | Stone Asset Management Ltd | 64 |
Fidelity Canadian Opportunities Series B | Canadian Equity | Fidelity Investments Canada ULC | 81 |
Mackenzie Canadian Growth Balanced Series A | Canadian Equity Balanced | Mackenzie Financial Corporation | 51 |
PH&N Total Return Bond Sr D | Canadian Fixed Income | RBC Global Asset Management Inc | 81 |
CIBC U.S. Dollar Managed Income Portfolio Class A | Canadian Fixed Income Balanced | Canadian Imperial Bank of Commerce | 79 |
Fidelity Canadian Growth Company Series B | Canadian Focused Equity | Fidelity Investments Canada ULC | 70 |
Fidelity Special Situations Series B | Canadian Focused Sm/Mid Cap Eq | Fidelity Investments Canada ULC | 16 |
Barreau du Quebec Balanced | Canadian Neutral Balanced | La De Services Du Barreau Du Quebec Corp | 63 |
Lysander Canso Bond Series A | Canadian Short Term Fixed Income | Lysander Funds Limited | 38 |
Mawer New Canada Series A | Canadian Small/Mid Cap Equity | Mawer Investment Management Ltd | 34 |
Fidelity Emerging Markets Series B | Emerging Markets Equity | Fidelity Investments Canada ULC | 34 |
Dynamic Energy Income Series A | Energy Equity | 1832 Asset Management LP | 11 |
RBC European Mid-Cap Equity Sr A | European Equity | RBC Global Asset Management Inc | 22 |
Renaissance Floating Rate Income Class A | Floating Rate Loan | CIBC Asset Management Inc | 11 |
RBC $US Investment Grade Corporate Bond Sr A | Global Corporate Fixed Income | RBC Global Asset Management Inc | 15 |
CIBC Global Technology Class A | Global Equity | Canadian Imperial Bank of Commerce | 210 |
Dynamic U.S. Balanced Class - Series A | Global Equity Balanced | 1832 Asset Management LP | 147 |
Scotia US Bond Series A USD | Global Fixed Income | 1832 Asset Management LP | 48 |
Renaissance U.S. Dollar Diversified Income Class A | Global Fixed Income Balanced | CIBC Asset Management Inc | 69 |
Signature Global Infrastructure Series A | Global Infrastructure Equity | CI Investments Inc | 12 |
Dynamic Power Global Balanced Class - Series A | Global Neutral Balanced | 1832 Asset Management LP | 168 |
Renaissance Global Small-Cap Class A | Global Small/Mid Cap Equity | CIBC Asset Management Inc | 26 |
AGF Global Convertible Bond Series MF | High Yield Fixed Income | AGF Investments Inc. | 57 |
Desjardins Overseas Equity Growth A | International Equity | Desjardins Investments Inc. | 66 |
Scotia Resource Series A | Natural Resources Equity | 1832 Asset Management LP | 22 |
Stone Growth Series A | North American Equity | Stone Asset Management Ltd | 17 |
Dynamic Precious Metals Series A | Precious Metals Equity | 1832 Asset Management LP | 12 |
Middlefield Global Real Estate Class Series A | Real Estate Equity | Middlefield Ltd. | 14 |
Signature Global Tech Corp Cl A | Sector Equity | CI Investments Inc | 20 |
Fidelity Tactical High Income Series B | Tactical Balanced | Fidelity Investments Canada ULC | 51 |
Dynamic Power American Growth Class - Series A | US Equity | 1832 Asset Management LP | 147 |
AGF U.S. Small-Mid Cap Series MF | US Small/Mid Cap Equity | AGF Investments Inc. | 25 |
Winners for 5-year performance | |||
Dynamic Asia Pacific Equity Fund Series A | Asia Pacific Equity | 1832 Asset Management LP | 10 |
Franklin Bissett Corporate Bond Fund Series A | Canadian Corporate Fixed Income | Franklin Templeton Investments Corp | 11 |
Dynamic Dividend Series A | Canadian Dividend & Income Equity | 1832 Asset Management LP | 60 |
Caldwell Canadian Value Momentum Series A | Canadian Equity | Caldwell Investment Management Ltd. | 74 |
Mackenzie Canadian Growth Balanced Series A | Canadian Equity Balanced | Mackenzie Financial Corporation | 49 |
Beutel Goodman Core Plus Bond Series D | Canadian Fixed Income | Beutel, Goodman & Company Ltd. | 75 |
CIBC Balanced Index Class A | Canadian Fixed Income Balanced | Canadian Imperial Bank of Commerce | 74 |
Fidelity Canadian Growth Company Series B | Canadian Focused Equity | Fidelity Investments Canada ULC | 68 |
Fidelity Special Situations Series B | Canadian Focused Sm/Mid Cap Eq | Fidelity Investments Canada ULC | 16 |
Barreau du Quebec Balanced | Canadian Neutral Balanced | La De Services Du Barreau Du Quebec Corp | 61 |
Lysander Canso Bond Series A | Canadian Short Term Fixed Income | Lysander Funds Limited | 37 |
Mawer New Canada Series A | Canadian Small/Mid Cap Equity | Mawer Investment Management Ltd | 34 |
Templeton Emerging Markets Fund-A | Emerging Markets Equity | Franklin Templeton Investments Corp | 29 |
BMO Global Energy Class Series A | Energy Equity | BMO Investments Inc | 11 |
Invesco Europlus Series A | European Equity | Invesco Canada Ltd | 21 |
IG Mackenzie Floating Rate Income Series C | Floating Rate Loan | IG Investment Management Ltd | 10 |
Renaissance U.S. Dollar Corporate Bond A | Global Corporate Fixed Income | CIBC Asset Management Inc | 10 |
CIBC Global Technology Class A | Global Equity | Canadian Imperial Bank of Commerce | 181 |
IA Clarington Loomis Global Allocation Sr T8 | Global Equity Balanced | IA Clarington Investments Inc | 124 |
Fidelity Global Bond Series B | Global Fixed Income | Fidelity Investments Canada ULC | 39 |
Renaissance U.S. Dollar Diversified Income Class A | Global Fixed Income Balanced | CIBC Asset Management Inc | 50 |
Dynamic Global Infrastructure Series A | Global Infrastructure Equity | 1832 Asset Management LP | 10 |
Dynamic Power Global Balanced Class - Series A | Global Neutral Balanced | 1832 Asset Management LP | 144 |
Renaissance Global Small-Cap Class A | Global Small/Mid Cap Equity | CIBC Asset Management Inc | 25 |
AGF Global Convertible Bond Series MF | High Yield Fixed Income | AGF Investments Inc. | 49 |
Desjardins Overseas Equity Growth A | International Equity | Desjardins Investments Inc. | 60 |
Scotia Resource Series A | Natural Resources Equity | 1832 Asset Management LP | 22 |
ABC American-Value | North American Equity | I.A. Michael Investment Counsel Ltd | 13 |
Dynamic Precious Metals Series A | Precious Metals Equity | 1832 Asset Management LP | 12 |
First Asset REIT Income Class A | Real Estate Equity | CI Investments Inc | 13 |
Signature Global Tech Corp Cl A | Sector Equity | CI Investments Inc | 19 |
Manulife Value Balanced Advisor Series | Tactical Balanced | Manulife Investment Management Ltd | 37 |
Dynamic Power American Growth Class - Series A | US Equity | 1832 Asset Management LP | 131 |
AGF U.S. Small-Mid Cap Series MF | US Small/Mid Cap Equity | AGF Investments Inc. | 23 |
Winners for 10-year performance | |||
Fidelity AsiaStar Series B | Asia Pacific Equity | Fidelity Investments Canada ULC | 10 |
Dynamic Dividend Series A | Canadian Dividend & Income Equity | 1832 Asset Management LP | 50 |
Mawer Canadian Equity Series A | Canadian Equity | Mawer Investment Management Ltd | 57 |
Mackenzie Canadian Growth Balanced Series A | Canadian Equity Balanced | Mackenzie Financial Corporation | 39 |
PH&N Total Return Bond Sr D | Canadian Fixed Income | RBC Global Asset Management Inc | 55 |
Compass Conservative Balanced Portfolio Srs A | Canadian Fixed Income Balanced | ATB Investment Management Inc. | 56 |
Fidelity Canadian Growth Company Series B | Canadian Focused Equity | Fidelity Investments Canada ULC | 54 |
Fidelity Special Situations Series B | Canadian Focused Sm/Mid Cap Eq | Fidelity Investments Canada ULC | 12 |
Barreau du Quebec Balanced | Canadian Neutral Balanced | La De Services Du Barreau Du Quebec Corp | 48 |
PH&N Short Term Bond & Mortgage Sr D | Canadian Short Term Fixed Income | RBC Global Asset Management Inc | 25 |
Mawer New Canada Series A | Canadian Small/Mid Cap Equity | Mawer Investment Management Ltd | 32 |
RBC Emerging Markets Equity Sr A | Emerging Markets Equity | RBC Global Asset Management Inc | 19 |
Invesco Europlus Series A | European Equity | Invesco Canada Ltd | 20 |
TD Global Entertainment & Communications Inv Srs | Global Equity | TD Asset Management Inc. | 139 |
Fidelity Global Growth Portfolio Series B | Global Equity Balanced | Fidelity Investments Canada ULC | 89 |
Renaissance Global Bond Class A | Global Fixed Income | CIBC Asset Management Inc | 21 |
Fidelity Global Income Portfolio Series B | Global Fixed Income Balanced | Fidelity Investments Canada ULC | 27 |
Mawer Balanced Series A | Global Neutral Balanced | Mawer Investment Management Ltd | 92 |
Mawer Global Small Cap Series A | Global Small/Mid Cap Equity | Mawer Investment Management Ltd | 17 |
SEI US High Yield Bond Class F | High Yield Fixed Income | SEI Investments Canada Company | 24 |
Desjardins Overseas Equity Growth A | International Equity | Desjardins Investments Inc. | 50 |
Scotia Resource Series A | Natural Resources Equity | 1832 Asset Management LP | 18 |
Mackenzie Precious Metals Class Series A | Precious Metals Equity | Mackenzie Financial Corporation | 11 |
TD Science & Technology Investor Series | Sector Equity | TD Asset Management Inc. | 16 |
Scotia Balanced Opportunities Series A | Tactical Balanced | 1832 Asset Management LP | 11 |
CIBC Nasdaq Index Class A | US Equity | Canadian Imperial Bank of Commerce | 89 |
TD U.S. Mid-Cap Growth Investor Series | US Small/Mid Cap Equity | TD Asset Management Inc. | 17 |
Winners for 3-year performance, ETFs | |||
BMO Mid Corporate Bond Index ETF | Canadian Corporate Fixed Income | BMO Asset Management Inc. | 12 |
Dynamic Active Canadian Dividend ETF | Canadian Dividend & Income Equity | Blackrock Asset Management Canada Ltd | 16 |
CI First Asset Morningstar Can Momentum Idx ETF | Canadian Equity | CI Investments Inc | 29 |
Horizons Active Cdn Bond ETF | Canadian Fixed Income | Horizons ETFs Management Canada Inc | 17 |
Desjardins 1-5 Year Laddered CanadianCorpBd Idx ETF | Canadian Short Term Fixed Income | Desjardins Global Asset Management Inc. | 26 |
CI First Asset Energy Giants Covered Call ETFUnHgd | Energy Equity | CI Investments Inc | 10 |
Horizons S&P/TSX Capped Financials Index ETF | Financial Services Equity | Horizons ETFs Management Canada Inc | 12 |
Dynamic Active Global Dividend ETF | Global Equity | Blackrock Asset Management Canada Ltd | 23 |
BMO Long-Term US Treasury Bond Index ETF | Global Fixed Income | BMO Asset Management Inc. | 10 |
CI First Asset Morningstar Int'l Mom Idx ETF UnHgd | International Equity | CI Investments Inc | 19 |
BMO US Preferred Share Index ETF | Preferred Share Fixed Income | BMO Asset Management Inc. | 12 |
iShares S&P/TSX Capped Information Tech Idx ETF | Sector Equity | Blackrock Asset Management Canada Ltd | 21 |
Horizons NASDAQ-100 Index ETF | US Equity | Horizons ETFs Management Canada Inc | 43 |
Winners for 5-year performance, ETFs | |||
Horizons Active Cdn Dividend ETF | Canadian Dividend & Income Equity | Horizons ETFs Management Canada Inc | 11 |
CI First Asset Morningstar Can Momentum Idx ETF | Canadian Equity | CI Investments Inc | 20 |
Horizons Active Cdn Bond ETF | Canadian Fixed Income | Horizons ETFs Management Canada Inc | 12 |
iShares Core Canadian ShTm Corp Bd Idx ETF | Canadian Short Term Fixed Income | Blackrock Asset Management Canada Ltd | 19 |
CI First Asset Energy Giants Covered Call ETFUnHgd | Energy Equity | CI Investments Inc | 10 |
BMO Equal Weight Banks Index ETF | Financial Services Equity | BMO Asset Management Inc. | 12 |
iShares S&P/TSX Capped Information Tech Idx ETF | Sector Equity | Blackrock Asset Management Canada Ltd | 18 |
iShares NASDAQ 100 Index ETF (CAD-Hedged) | US Equity | Blackrock Asset Management Canada Ltd | 26 |
Source: Lipper Fund Awards