Skip to main content

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 full coverage of Canada’s top performing mutual funds and ETFs, click here

Top Canadian funds and ETFs for 2018 as chosen by Lipper

Fund Name Fund Class Name Fund Management Company Number of Funds in the Category
Winners for 3-year performance
Purpose Enhanced US Equity Series A NCH Alternative Strategies Purpose Investments Inc. 11
Invesco Indo-Pacific Series A Asia Pacific Equity Invesco Canada Ltd. 13
Ridgewood Tactical Yield Series A Canadian Corporate Fixed Income Ridgewood Capital Asset Management Inc. 16
Leith Wheeler Canadian Dividend Series B Canadian Dividend & Income Equity Leith Wheeler Investment Couns. Ltd. 73
MM Fund Class D Canadian Equity Spartan Fund Management Inc. 97
Portland Canadian Balanced Series A Canadian Equity Balanced Portland Investment Counsel Inc. 59
Ridgewood Canadian Bond Series A Canadian Fixed Income Ridgewood Capital Asset Management Inc. 81
Leith Wheeler Income Advantage Series B Canadian Fixed Income Balanced Leith Wheeler Investment Couns. Ltd. 80
Beutel Goodman North American Focused Eq Srs D Canadian Focused Equity Beutel, Goodman & Company Ltd. 103
LDIC North American Small Business Corp Cl Srs A Canadian Focused Sm/Mid Cap Eq LDIC Inc. 19
PH&N Balanced Pension Trust Series F Canadian Neutral Balanced RBC Global Asset Management Inc. 86
IA Clarington Core Plus Bond Fund Series A Canadian Short Term Fixed Income IA Clarington Investments Inc. 41
RBC Canadian Mid Cap Equity Class Sr A Canadian Small/Mid Cap Equity RBC Global Asset Management Inc. 48
HSBC BRIC Equity Fund Investor Series Emerging Markets Equity HSBC Global Asset Management (Canada) Ltd. 32
BMO Global Energy Class Series A Energy Equity BMO Investments Inc. 16
Dynamic European Equity Fund - Series A European Equity 1832 Asset Management LP 24
IG Mackenzie Floating Rate Income Series C Floating Rate Loan IG Investment Management Ltd. 10
Lysander Canso Corporate Value Bond Series A Global Corporate Fixed Income Lysander Funds Ltd. 11
CIBC Global Technology Class A Global Equity Canadian Imperial Bank of Commerce 209
EdgePoint Global Growth & Income Portfolio Srs A Global Equity Balanced EdgePoint Wealth Management Inc. 134
PIMCO Monthly Income (CAN) Series A Global Fixed Income PIMCO Canada Corp. 47
Manulife Yield Opportunities Advisor Series Global Fixed Income Balanced Manulife Asset Management Ltd. 46
Dynamic Global Infrastructure Fund - Series A Global Infrastructure Equity 1832 Asset Management LP 13
Manulife Global Balanced Advisor Series Global Neutral Balanced Manulife Asset Management Ltd. 146
Renaissance Global Small-Cap Class A Global Small/Mid Cap Equity CIBC Asset Management Inc. 30
Pender Corporate Bond A High Yield Fixed Income PenderFund Capital Management 65
Desjardins Overseas Equity Growth A International Equity Desjardins Investments Inc. 74
DMP Resource Class - Series A Natural Resources Equity 1832 Asset Management LP 29
TD North American Dividend Investor Series North American Equity TD Asset Management Inc. 10
Dynamic Precious Metals Fund - Series A Precious Metals Equity 1832 Asset Management LP 12
Fidelity Technology Innovators Series B Sector Equity Fidelity Investments Canada ULC 19
BMO Tactical Dividend ETF Series A Tactical Balanced BMO Investments Inc. 40
CIBC Nasdaq Index Class A US Equity Canadian Imperial Bank of Commerce 171
RBC O'Shaughnessy U.S. Growth Sr A US Small/Mid Cap Equity RBC Global Asset Management Inc 27
Winners for 5-year performance
Fidelity AsiaStar Series B Asia Pacific Equity Fidelity Investments Canada ULC 13
Ridgewood Tactical Yield Series A Canadian Corporate Fixed Income Ridgewood Capital Asset Management Inc. 13
Cambridge Canadian Dividend D units Canadian Dividend & Income Equity CI Investments Inc. 69
Mawer Canadian Equity Series A Canadian Equity Mawer Investment Management Ltd. 82
Mackenzie Canadian Growth Balanced Series A Canadian Equity Balanced Mackenzie Financial Corp. 54
Ridgewood Canadian Bond Series A Canadian Fixed Income Ridgewood Capital Asset Management Inc. 74
CIBC Balanced Index Class A Canadian Fixed Income Balanced Canadian Imperial Bank of Commerce 72
Mackenzie Canadian Growth Series A Canadian Focused Equity Mackenzie Financial Corp. 93
Fidelity Special Situations Series B Canadian Focused Sm/Mid Cap Eq Fidelity Investments Canada ULC 17
PH&N Balanced Pension Trust Series F Canadian Neutral Balanced RBC Global Asset Management Inc. 78
PH&N Short Term Bond & Mortgage Sr D Canadian Short Term Fixed Income RBC Global Asset Management Inc. 36
NBI Quebec Growth Investor Series Canadian Small/Mid Cap Equity National Bank Investments Inc. 46
HSBC BRIC Equity Fund Investor Series Emerging Markets Equity HSBC Global Asset Management (Canada) Ltd. 27
BMO Global Energy Class Series A Energy Equity BMO Investments Inc. 15
Investors European Mid-Cap Equity Class Series A European Equity IG Investment Management Ltd 22
CIBC Global Technology Class A Global Equity Canadian Imperial Bank of Commerce 175
EdgePoint Global Growth & Income Portfolio Srs A Global Equity Balanced EdgePoint Wealth Management Inc. 109
Renaissance Global Bond Class A Global Fixed Income CIBC Asset Management Inc. 33
Fidelity Global Income Portfolio Series B Global Fixed Income Balanced Fidelity Investments Canada ULC 37
Dynamic Global Infrastructure Fund - Series A Global Infrastructure Equity 1832 Asset Management LP 10
TD U.S. Monthly Income (US$) Investor Series Global Neutral Balanced TD Asset Management Inc. 119
Mawer Global Small Cap Series A Global Small/Mid Cap Equity Mawer Investment Management Ltd. 25
Manulife Global Unconstrained Bond Advisor Series High Yield Fixed Income Manulife Asset Management Ltd. 48
Investors International Small Cap Class Series A International Equity IG Investment Management Ltd. 66
Scotia Resource Series A Natural Resources Equity 1832 Asset Management LP 27
Dynamic Precious Metals Fund - Series A Precious Metals Equity 1832 Asset Management LP 12
TD Science & Technology Investor Series Sector Equity TD Asset Management Inc. 16
Canoe Asset Allocation Portfolio Class Series A Tactical Balanced Canoe Financial LP 31
CIBC Nasdaq Index Class A US Equity Canadian Imperial Bank of Commerce 137
TD U.S. Mid-Cap Growth Class Investor Series US Small/Mid Cap Equity TD Asset Management Inc. 22
Winners for 10-year performance
Invesco Indo-Pacific Series A Asia Pacific Equity Invesco Canada Ltd. 13
RBC Canadian Equity Income Sr A Canadian Dividend & Income Equity RBC Global Asset Management Inc. 46
Mawer Canadian Equity Series A Canadian Equity Mawer Investment Management Ltd. 55
Beutel Goodman Balanced Series D Canadian Equity Balanced Beutel, Goodman & Company Ltd. 40
PH&N Bond Sr D Canadian Fixed Income RBC Global Asset Management Inc. 57
Compass Conservative Balanced Portfolio Srs A Canadian Fixed Income Balanced ATB Investment Management Inc. 47
Brandes Canadian Equity Series A Canadian Focused Equity Brandes Investment Partners & Co. 72
Sentry Small/Mid Cap Income Series A Canadian Focused Sm/Mid Cap Eq CI Investments Inc. 14
Desjardins Quebec Balanced A Canadian Neutral Balanced Desjardins Investments Inc. 54
PH&N Short Term Bond & Mortgage Sr D Canadian Short Term Fixed Income RBC Global Asset Management Inc. 22
Mawer New Canada Series A Canadian Small/Mid Cap Equity Mawer Investment Management Ltd. 37
CIBC Emerging Markets Index Class A Emerging Markets Equity Canadian Imperial Bank of Commerce 20
Investors European Mid-Cap Equity Class Series A European Equity IG Investment Management Ltd. 22
TD Global Entertainment & Communications Inv Srs Global Equity TD Asset Management Inc. 128
Fidelity Global Growth Portfolio Series B Global Equity Balanced Fidelity Investments Canada ULC 75
Manulife Strategic Income Advisor Series Global Fixed Income Manulife Asset Management Ltd. 20
Fidelity Global Income Portfolio Series B Global Fixed Income Balanced Fidelity Investments Canada ULC 18
Mawer Balanced Series A Global Neutral Balanced Mawer Investment Management Ltd. 67
Mawer Global Small Cap Series A Global Small/Mid Cap Equity Mawer Investment Management Ltd. 20
Fidelity American High Yield Series B High Yield Fixed Income Fidelity Investments Canada ULC 24
Investors International Small Cap Class Series A International Equity IG Investment Management Ltd. 49
Scotia Resource Series A Natural Resources Equity 1832 Asset Management LP 23
Sentry Precious Metals Series A Precious Metals Equity CI Investments Inc. 11
TD Science & Technology Investor Series Sector Equity TD Asset Management Inc. 15
Cambridge Global High Income Class A Tactical Balanced CI Investments Inc. 10
CIBC Nasdaq Index Class A US Equity Canadian Imperial Bank of Commerce 97
TD U.S. Small-Cap Equity Investor Series US Small/Mid Cap Equity TD Asset Management Inc. 15
Winners for 3-year performance, ETFs
iShares Canadian Value Index ETF Canadian Dividend & Income Equity Blackrock Asset Management Canada Ltd. 11
Invesco FTSE RAFI Canadian Index ETF Canadian Equity Invesco Canada Ltd. 23
Horizons Active Cdn Bond ETF Canadian Fixed Income Horizons ETFs Management Canada Inc. 12
Horizons Active Floating Rate Bond ETF Canadian Short Term Fixed Income Horizons ETFs Management Canada Inc. 21
iShares Emerging Markets Fundamental Index ETF Emerging Markets Equity Blackrock Asset Management Canada Ltd. 10
BMO Equal Weight Banks Index ETF Financial Services Equity BMO Asset Management Inc. 12
BMO MSCI All Country World High Quality Index ETF Global Equity BMO Asset Management Inc. 11
First Asset Morningstar IntlVal Idx ETF Unhgd International Equity First Asset Investment Management Inc. 17
First Trust AlphaDEX US Technology Sector Idx ETF Sector Equity FT Portfolios Canada Co. 21
Invesco QQQ Index ETF US Equity Invesco Canada Ltd. 46
Winners for 5-year performance, ETFs
First Asset Morningstar Ntn'l Bk Quebec Idx ETF Canadian Equity First Asset Investment Management Inc. 19
Horizons Active Cdn Bond ETF Canadian Fixed Income Horizons ETFs Management Canada Inc. 10
RBC Target 2020 Corporate Bd Index ETF Canadian Short Term Fixed Income RBC Global Asset Management Inc. 17
iShares S&P/TSX Capped Information Tech Idx ETF Sector Equity Blackrock Asset Management Canada Ltd. 12
BMO NASDAQ 100 Equity Hedged to CAD Index ETF US Equity BMO Asset Management Inc. 26

Source: Lipper Fund Awards

Report an error Editorial code of conduct
Comments

Welcome to The Globe and Mail’s comment community. This is a space where subscribers can engage with each other and Globe staff. Non-subscribers can read and sort comments but will not be able to engage with them in any way. Click here to subscribe.

If you would like to write a letter to the editor, please forward it to letters@globeandmail.com. Readers can also interact with The Globe on Facebook and Twitter .

Welcome to The Globe and Mail’s comment community. This is a space where subscribers can engage with each other and Globe staff. Non-subscribers can read and sort comments but will not be able to engage with them in any way. Click here to subscribe.

If you would like to write a letter to the editor, please forward it to letters@globeandmail.com. Readers can also interact with The Globe on Facebook and Twitter .

Welcome to The Globe and Mail’s comment community. This is a space where subscribers can engage with each other and Globe staff.

We aim to create a safe and valuable space for discussion and debate. That means:

  • All comments will be reviewed by one or more moderators before being posted to the site. This should only take a few moments.
  • Treat others as you wish to be treated
  • Criticize ideas, not people
  • Stay on topic
  • Avoid the use of toxic and offensive language
  • Flag bad behaviour

Comments that violate our community guidelines will be removed. Commenters who repeatedly violate community guidelines may be suspended, causing them to temporarily lose their ability to engage with comments.

Read our community guidelines here

Discussion loading ...

Due to technical reasons, we have temporarily removed commenting from our articles. We hope to have this fixed soon. Thank you for your patience. If you are looking to give feedback on our new site, please send it along to feedback@globeandmail.com. If you want to write a letter to the editor, please forward to letters@globeandmail.com.
Cannabis pro newsletter