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
How Lipper Award-winning money manager Francis Chou keeps his conviction in volatile markets
How these Lipper Award-winning managers are working through the recent bond rout
Why these Lipper Award-winning fund managers think you need more real estate in your portfolio
Why now might be a good time for risk-tolerant investors to buy into emerging markets
Editor’s note: An earlier version of this table had Montrusco Bolton Global Equity Ex Fossil Fuels on the 3-year list. It has been replaced by AGF Global Select Series F. As well, TCI Premia Real Assets Private Pool Sr M has been replaced by Purpose Real Estate Income Series F.
Top Canadian funds and ETFs for 2022 as chosen by Lipper
| Fund Name | Fund Class Name | Fund Management Company | Number of Funds in the Category |
|---|---|---|---|
| WINNERS FOR 3-YEAR PERFORMANCE | |||
| RBC Retirement 2030 Portfolio F | 2030 Target Date Portfolio | RBC Global Asset Management Inc | 10 |
| Fidelity ClearPath 2060 Portfolio Series F | 2035+ Target Date Portfolio | Fidelity Investments Canada ULC | 13 |
| Leith Wheeler Corporate Advantage Fund Series F | Canadian Corporate Fixed Income | LEITH WHEELER INVESTMENT COUNSEL LTD. | 12 |
| Invesco Canadian Plus Dividend Class Series PTF | Canadian Dividend & Income Equity | Invesco Canada Ltd | 61 |
| Invesco Pure Canadian Equity Fund Series PTF | Canadian Equity | Invesco Canada Ltd | 92 |
| Invesco Select Balanced Series F | Canadian Equity Balanced | Invesco Canada Ltd | 46 |
| CI Global Core Plus Bond Fund Series P | Canadian Fixed Income | CI Global Asset Management | 88 |
| Compass Conservative Balanced Portfolio Srs F1 | Canadian Fixed Income Balanced | ATB Investment Management Inc. | 75 |
| Canoe Equity Portfolio Class Series F | Canadian Focused Equity | Canoe Financial LP | 65 |
| Chou RRSP Fd Srs F | Canadian Focused Sm/Mid Cap Eq | CHOU ASSOCIATES MANAGEMENT INC. | 12 |
| Invesco Diversified Yield Class Series PTF | Canadian Neutral Balanced | Invesco Canada Ltd | 51 |
| Lysander-Canso Short Term and Floating Rate Sr F | Canadian Short Term Fixed Income | Lysander Funds Ltd. | 38 |
| Renaissance Canadian Small Cap Class F | Canadian Small/Mid Cap Equity | CIBC Asset Management Inc | 32 |
| NBI Diversified Emerging Markets Equity Series GP | Emerging Markets Equity | National Bank Investments Inc. | 40 |
| RBC European Equity Sr F | European Equity | RBC Global Asset Management Inc | 22 |
| CI Floating Rate Income Fund Series P | Floating Rate Loan | CI Global Asset Management | 12 |
| Lysander-Canso Corporate Value Bond Series F | Global Corporate Fixed Income | Lysander Funds Ltd. | 17 |
| AGF Global Select Series F | Global Equity | AGF Investments Inc. | 243 |
| Lysander-Canso Balanced Series F | Global Equity Balanced | Lysander Funds Ltd. | 166 |
| CI Global Investment Grade Class Series P | Global Fixed Income | CI Global Asset Management | 65 |
| Chou Bond Fd Srs F | Global Fixed Income Balanced | CHOU ASSOCIATES MANAGEMENT INC. | 87 |
| Ninepoint Global Infrastructure Series D | Global Infrastructure Equity | NinePoint Partners LP | 13 |
| Canoe North American Monthly Income Port F | Global Neutral Balanced | Canoe Financial LP | 178 |
| Mackenzie Greenchip Global Enviro All Cap Fd PWX | Global Small/Mid Cap Equity | Mackenzie Financial Corporation | 31 |
| Purpose Strategic Yield Fund UF | High Yield Fixed Income | Purpose Investments Inc | 52 |
| NBI Int'l High Conviction Eqt Priv Portfolio FH | International Equity | National Bank Investments Inc. | 72 |
| IG Mackenzie Global Natural Resources Class F | Natural Resources Equity | IG Investment Management Ltd | 22 |
| Fidelity North American Equity Class Series F8 | North American Equity | Fidelity Investments Canada ULC | 23 |
| Dynamic Precious Metals Fund Series F | Precious Metals Equity | 1832 Asset Management LP | 12 |
| Purpose Canadian Preferred Share Series F | Preferred Share Fixed Income | Purpose Investments Inc | 12 |
| Purpose Real Estate Income Series F | Real Estate Equity | Purpose Investments Inc. | 15 |
| Fidelity Technology Innovators Series F | Sector Equity | Fidelity Investments Canada ULC | 19 |
| Canoe Asset Allocation Portfolio Class Series F | Tactical Balanced | Canoe Financial LP | 53 |
| NBI US Equity Private Portfolio Series F5 | US Equity | National Bank Investments Inc. | 167 |
| CI American Small Companies Series P | US Small/Mid Cap Equity | CI Global Asset Management | 26 |
| WINNERS FOR 5-YEAR PERFORMANCE | |||
| RBC Retirement 2030 Portfolio F | 2030 Target Date Portfolio | RBC Global Asset Management Inc | 10 |
| Fidelity ClearPath 2045 Portfolio Series F | 2035+ Target Date Portfolio | Fidelity Investments Canada ULC | 11 |
| Franklin Bissett Corporate Bond Fund Series F | Canadian Corporate Fixed Income | Franklin Templeton Investments Corp | 12 |
| Fidelity Dividend Fund Series F | Canadian Dividend & Income Equity | Fidelity Investments Canada ULC | 58 |
| Fidelity Canadian Opportunities Fund Series F | Canadian Equity | Fidelity Investments Canada ULC | 78 |
| Manulife Fundamental Balanced Class Series FT6 | Canadian Equity Balanced | Manulife Investment Management Ltd | 45 |
| CI Global Core Plus Bond Fund Series P | Canadian Fixed Income | CI Global Asset Management | 79 |
| Compass Conservative Balanced Portfolio Srs F1 | Canadian Fixed Income Balanced | ATB Investment Management Inc. | 70 |
| Fidelity Greater Canada Series F8 | Canadian Focused Equity | Fidelity Investments Canada ULC | 65 |
| LDIC North American Small Business Corp Cl Srs F1 | Canadian Focused Sm/Mid Cap Eq | LDIC Inc | 11 |
| RBC Managed Payout Solution-Enhanced Plus F | Canadian Neutral Balanced | RBC Global Asset Management Inc | 50 |
| Lysander-Canso Bond Series F | Canadian Short Term Fixed Income | Lysander Funds Ltd. | 37 |
| Scotia Canadian Small Cap Fund Series F | Canadian Small/Mid Cap Equity | 1832 Asset Management LP | 31 |
| NBI Diversified Emerging Markets Equity Series GP | Emerging Markets Equity | National Bank Investments Inc. | 33 |
| CIBC European Equity Class A | European Equity | Canadian Imperial Bank of Commerce | 22 |
| CI Floating Rate Income Fund Series P | Floating Rate Loan | CI Global Asset Management | 11 |
| Lysander-Canso US Credit Series F | Global Corporate Fixed Income | Lysander Funds Ltd. | 16 |
| AGF Global Select Series F | Global Equity | AGF Investments Inc. | 205 |
| Dynamic U.S. Balanced Class - Series F | Global Equity Balanced | 1832 Asset Management LP | 148 |
| CI Global Investment Grade Class Series P | Global Fixed Income | CI Global Asset Management | 46 |
| RBC Select Conservative Portfolio Sr FT5 | Global Fixed Income Balanced | RBC Global Asset Management Inc | 74 |
| CI Global Infrastructure Fund Series P | Global Infrastructure Equity | CI Global Asset Management | 12 |
| Manulife US Monthly High Income Series F | Global Neutral Balanced | Manulife Investment Management Ltd | 157 |
| Desjardins SocieTerra Cleantech F | Global Small/Mid Cap Equity | Desjardins Investments Inc | 26 |
| Purpose Strategic Yield Fund UF | High Yield Fixed Income | Purpose Investments Inc | 49 |
| NBI Int'l High Conviction Eqt Priv Portfolio FH | International Equity | National Bank Investments Inc. | 58 |
| IG Mackenzie Global Natural Resources Class F | Natural Resources Equity | IG Investment Management Ltd | 22 |
| Fidelity North American Equity Class Series F8 | North American Equity | Fidelity Investments Canada ULC | 19 |
| Dynamic Precious Metals Fund Series F | Precious Metals Equity | 1832 Asset Management LP | 12 |
| Middlefield Real Estate Dividend Class Series F | Real Estate Equity | Middlefield Ltd. | 13 |
| Fidelity Technology Innovators Series F | Sector Equity | Fidelity Investments Canada ULC | 18 |
| Fidelity Tactical High Income Series F8 | Tactical Balanced | Fidelity Investments Canada ULC | 49 |
| NBI US Equity Private Portfolio Series F5 | US Equity | National Bank Investments Inc. | 141 |
| Mackenzie US Small-Mid Cap Growth Fund F | US Small/Mid Cap Equity | Mackenzie Financial Corporation | 23 |
| WINNERS FOR 10-YEAR PERFORMANCE | |||
| CI Canadian Dividend Fund Series F | Canadian Dividend & Income Equity | CI Global Asset Management | 50 |
| PH&N Vintage Fund Sr F | Canadian Equity | RBC Global Asset Management Inc | 62 |
| Mackenzie Canadian Growth Balanced Series F | Canadian Equity Balanced | Mackenzie Financial Corporation | 42 |
| Ridgewood Tactical Yield Series A | Canadian Fixed Income | Ridgewood Capital Asset Management Inc | 64 |
| Compass Conservative Balanced Portfolio Srs F1 | Canadian Fixed Income Balanced | ATB Investment Management Inc. | 60 |
| Mackenzie Canadian Growth Series F | Canadian Focused Equity | Mackenzie Financial Corporation | 57 |
| Pender Small Cap Opportunities F | Canadian Focused Sm/Mid Cap Eq | Penderfund Capital Management Ltd. | 10 |
| Manulife Canadian Balanced Fund Series F | Canadian Neutral Balanced | Manulife Investment Management Ltd | 45 |
| Lysander-Canso Bond Series F | Canadian Short Term Fixed Income | Lysander Funds Ltd. | 28 |
| NBI Quebec Growth Investor Series | Canadian Small/Mid Cap Equity | National Bank Investments Inc. | 31 |
| RBC Emerging Markets Equity Sr F | Emerging Markets Equity | RBC Global Asset Management Inc | 23 |
| RBC European Equity Sr F | European Equity | RBC Global Asset Management Inc | 21 |
| AGF Global Select Series F | Global Equity | AGF Investments Inc. | 152 |
| Fidelity Global Growth Portfolio Series F | Global Equity Balanced | Fidelity Investments Canada ULC | 102 |
| Manulife Strategic Income Series F | Global Fixed Income | Manulife Investment Management Ltd | 26 |
| Fidelity Global Income Portfolio Series F | Global Fixed Income Balanced | Fidelity Investments Canada ULC | 45 |
| TD U.S. Monthly Income (US$) Series F | Global Neutral Balanced | TD Asset Management Inc | 106 |
| Renaissance Global Small-Cap Class F | Global Small/Mid Cap Equity | CIBC Asset Management Inc | 18 |
| SEI US High Yield Bond Class F | High Yield Fixed Income | SEI Investments Canada Company | 30 |
| Fidelity International Growth Series F | International Equity | Fidelity Investments Canada ULC | 47 |
| Mackenzie Global Resource Fund II F U$ | Natural Resources Equity | Mackenzie Financial Corporation | 20 |
| Stone Growth Series F | North American Equity | STONE ASSET MANAGEMENT LIMITED | 10 |
| Mackenzie Precious Metals Fund F U$ | Precious Metals Equity | Mackenzie Financial Corporation | 11 |
| Fidelity Global Real Estate Series F | Real Estate Equity | Fidelity Investments Canada ULC | 11 |
| Fidelity Technology Innovators Series F | Sector Equity | Fidelity Investments Canada ULC | 15 |
| Scotia Diversified Balanced Fund - Series F | Tactical Balanced | 1832 Asset Management LP | 18 |
| Scotia Nasdaq Index Fund Series F | US Equity | 1832 Asset Management LP | 95 |
| TD U.S. Small-Cap Equity Series F | US Small/Mid Cap Equity | TD Asset Management Inc | 20 |
| WINNERS FOR 3-YEAR PERFORMANCE, ETFs | |||
| CI Canadian Convertible Bond ETF | Canadian Corporate Fixed Income | CI Global Asset Management | 15 |
| Vanguard FTSE Canadian High Dividend Yield Idx ETF | Canadian Dividend & Income Equity | Vanguard Investments Canada Inc. | 17 |
| CI Morningstar Canada Value Idx ETF | Canadian Equity | CI Global Asset Management | 39 |
| iShares 1-10 Year Laddered Government Bond Idx ETF | Canadian Fixed Income | Blackrock Asset Management Canada Ltd | 25 |
| RBC Target 2022 Corporate Bond Index ETF | Canadian Short Term Fixed Income | RBC Global Asset Management Inc | 39 |
| Desjardins RI Emerging Markets Multfctr-LowCO2 ETF | Emerging Markets Equity | Desjardins Global Asset Management Inc. | 14 |
| BMO MSCI Europe High Quality Hedged to CAD Inx ETF | European Equity | BMO Asset Management Inc. | 13 |
| RBC Canadian Bank Yield Index ETF | Financial Services Equity | RBC Global Asset Management Inc | 19 |
| BMO Short-Term US IG Corp Bond Hgd to CAD Inx ETF | Global Corporate Fixed Income | BMO Asset Management Inc. | 10 |
| Horizons Global Sustainability Leaders Index ETF | Global Equity | Horizons ETFs Management Canada Inc | 31 |
| Mackenzie US TIPS Index ETF (CAD-Hedged) | Global Fixed Income | Mackenzie Financial Corporation | 22 |
| iShares Core Balanced ETF Portfolio | Global Neutral Balanced | Blackrock Asset Management Canada Ltd | 10 |
| Purpose Strategic Yield Fund ETF | High Yield Fixed Income | Purpose Investments Inc | 13 |
| CI WT Intl Qty Div Gro Idx ETF Hgd | International Equity | CI Global Asset Management | 31 |
| TD Active Preferred Share ETF | Preferred Share Fixed Income | TD Asset Management Inc | 18 |
| Horizons Equal Weight Canada REIT Index ETF | Real Estate Equity | Horizons ETFs Management Canada Inc | 10 |
| Harvest Tech Achievers Growth & Income ETF Class A | Sector Equity | HARVEST PORTFOLIOS GROUP INC. | 39 |
| Fidelity U.S. High Quality Curr Neu Index ETF | US Equity | Fidelity Investments Canada ULC | 56 |
| WINNERS FOR 5-YEAR PERFORMANCE, ETFs | |||
| Vanguard FTSE Canadian High Dividend Yield Idx ETF | Canadian Dividend & Income Equity | Vanguard Investments Canada Inc. | 14 |
| Vanguard FTSE Canada Index ETF | Canadian Equity | Vanguard Investments Canada Inc. | 26 |
| BMO Mid Provincial Bond Index ETF | Canadian Fixed Income | BMO Asset Management Inc. | 17 |
| RBC Target 2023 Corporate Bond Index ETF | Canadian Short Term Fixed Income | RBC Global Asset Management Inc | 27 |
| BMO MSCI Europe High Quality Hedged to CAD Inx ETF | European Equity | BMO Asset Management Inc. | 10 |
| BMO Equal Weight Banks Index ETF | Financial Services Equity | BMO Asset Management Inc. | 11 |
| BMO MSCI All Country World High Quality Index ETF | Global Equity | BMO Asset Management Inc. | 19 |
| iShares Conservative Strategic Fixed Income ETF | Global Fixed Income | Blackrock Asset Management Canada Ltd | 10 |
| Dynamic Active Crossover Bond ETF | High Yield Fixed Income | 1832 Asset Management LP | 10 |
| CI WT Intl Qty Div Gro Idx ETF Hgd | International Equity | CI Global Asset Management | 20 |
| CI Preferred Share ETF | Preferred Share Fixed Income | CI Global Asset Management | 14 |
| Harvest Tech Achievers Growth & Income ETF Class U | Sector Equity | HARVEST PORTFOLIOS GROUP INC. | 23 |
| BMO S&P 500 Index ETF | US Equity | BMO Asset Management Inc. | 39 |
| WINNERS FOR 10-YEAR PERFORMANCE, ETFs | |||
| BMO Low Volatility Canadian Equity ETF | Canadian Equity | BMO Asset Management Inc. | 17 |
| iShares Core Canadian ShTm Corp Bd Idx ETF | Canadian Short Term Fixed Income | Blackrock Asset Management Canada Ltd | 12 |
Source: Lipper Fund Awards