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 a $7-billion outperforming fund manager
How this Lipper Award-winning portfolio manager is tackling investments in the resource sector
How a hockey card collecting hobby inspired this $30-billion top-performing money manager
Where three top-performing fund managers see investment opportunities outside of Canada
Where a trio of Lipper Award-winning managers are finding fixed income returns
Tips from Canada’s top-performing real estate fund managers on how play the volatile sector
Top Canadian funds and ETFs for 2021 as chosen by Lipper
| Fund Name | Fund Class Name | Fund Management Company | Number of Funds in the category |
|---|---|---|---|
| WINNERS FOR 3-YEAR PERFORMANCE | |||
| Fidelity ClearPath 2025 Portfolio Series F | 2025 Target Date Portfolio | Fidelity Investments Canada ULC | 11 |
| Fidelity ClearPath 2030 Portfolio Series F | 2030 Target Date Portfolio | Fidelity Investments Canada ULC | 10 |
| Fidelity ClearPath 2060 Portfolio Series F | 2035+ Target Date Portfolio | Fidelity Investments Canada ULC | 15 |
| Franklin Bissett Corporate Bond Fund Series F | Canadian Corporate Fixed Income | Franklin Templeton Investments Corp | 11 |
| CI Canadian Dividend Fund Series P | Canadian Dividend & Income Equity | CI Investments Inc | 60 |
| Fidelity Canadian Opportunities Fund Series F | Canadian Equity | Fidelity Investments Canada ULC | 84 |
| Portland Canadian Balanced Series F | Canadian Equity Balanced | Portland Investment Counsel Inc | 45 |
| Ridgewood Canadian Bond Series F | Canadian Fixed Income | Ridgewood Capital Asset Management Inc | 81 |
| Compass Conservative Balanced Portfolio Srs F1 | Canadian Fixed Income Balanced | ATB Investment Management Inc. | 74 |
| BMO Growth Opportunities Series F | Canadian Focused Equity | BMO Investments Inc | 66 |
| Fidelity Greater Canada Series F8 | Canadian Focused Sm/Mid Cap Eq | Fidelity Investments Canada ULC | 15 |
| Dynamic Power Balanced Fund Series FT | Canadian Neutral Balanced | 1832 Asset Management LP | 58 |
| Lysander Canso Bond Series F | Canadian Short Term Fixed Income | Lysander Funds Ltd. | 38 |
| Scotia Canadian Small Cap Fund Series F | Canadian Small/Mid Cap Equity | 1832 Asset Management LP | 31 |
| NEI Emerging Markets Series F | Emerging Markets Equity | Northwest & Ethical Investments LP | 34 |
| CI Global Energy Corporate Class P | Energy Equity | CI Investments Inc | 10 |
| RBC European Mid-Cap Equity Sr F | European Equity | RBC Global Asset Management Inc | 22 |
| Renaissance Floating Rate Income Hedged Cl F | Floating Rate Loan | CIBC Asset Management Inc | 10 |
| Lysander Canso Corporate Value Bond Series F | Global Corporate Fixed Income | Lysander Funds Ltd. | 16 |
| Dynamic Power Global Navigator Class - Series F | Global Equity | 1832 Asset Management LP | 219 |
| Dynamic U.S. Balanced Class - Series F | Global Equity Balanced | 1832 Asset Management LP | 145 |
| CI Global Investment Grade Private Pool Class Sr P | Global Fixed Income | CI Investments Inc | 53 |
| RBC Select Conservative Portfolio Sr FT5 | Global Fixed Income Balanced | RBC Global Asset Management Inc | 70 |
| CI Global Infrastructure Fund Series P | Global Infrastructure Equity | CI Investments Inc | 12 |
| Manulife US Monthly High Income Series F | Global Neutral Balanced | Manulife Investment Management Ltd | 161 |
| Desjardins SocieTerra Cleantech F | Global Small/Mid Cap Equity | Desjardins Investments Inc. | 26 |
| AGF Global Convertible Bond Series F | High Yield Fixed Income | AGF Investments Inc. | 55 |
| Desjardins Overseas Equity Growth Fund Class F | International Equity | Desjardins Investments Inc. | 66 |
| IG Mackenzie Global Natural Resources Class U | Natural Resources Equity | IG Investment Management Ltd | 22 |
| Fidelity North American Equity Class Series F8 | North American Equity | Fidelity Investments Canada ULC | 20 |
| Dynamic Precious Metals Fund Series F | Precious Metals Equity | 1832 Asset Management LP | 12 |
| NBI Preferred Equity Income Fund Series F | Preferred Share Fixed Income | National Bank Investments Inc. | 10 |
| CIBC Canadian Real Estate A | Real Estate Equity | Canadian Imperial Bank of Commerce | 13 |
| CI Global Alpha Innovators Corporate Class P | Sector Equity | CI Investments Inc | 19 |
| Fidelity Tactical High Income Curr Neut Sr F5 | Tactical Balanced | Fidelity Investments Canada ULC | 50 |
| TD NASDAQ Index Series e | US Equity | TD Asset Management Inc | 148 |
| RBC U.S. Mid-Cap Growth Equity Currency Neutral F | US Small/Mid Cap Equity | RBC Global Asset Management Inc | 24 |
| WINNERS FOR 5-YEAR PERFORMANCE | |||
| Franklin Bissett Corporate Bond Fund Series F | Canadian Corporate Fixed Income | Franklin Templeton Investments Corp | 11 |
| Stone Dividend Growth Class Series F | Canadian Dividend & Income Equity | STONE ASSET MANAGEMENT LIMITED | 59 |
| Fidelity Canadian Opportunities Fund Series F | Canadian Equity | Fidelity Investments Canada ULC | 77 |
| Portland Canadian Balanced Series F | Canadian Equity Balanced | Portland Investment Counsel Inc | 45 |
| imaxx Canadian Bond Fund - Class F | Canadian Fixed Income | Fiera Capital Corp | 77 |
| Compass Conservative Balanced Portfolio Srs F1 | Canadian Fixed Income Balanced | ATB Investment Management Inc. | 69 |
| BMO Growth Opportunities Series F | Canadian Focused Equity | BMO Investments Inc | 63 |
| Fidelity Greater Canada Fund Series F | Canadian Focused Sm/Mid Cap Eq | Fidelity Investments Canada ULC | 14 |
| Dynamic Power Balanced Fund Series FT | Canadian Neutral Balanced | 1832 Asset Management LP | 57 |
| IA Clarington Core Plus Bond Fund Series F | Canadian Short Term Fixed Income | IA Clarington Investments Inc | 36 |
| Scotia Canadian Small Cap Fund Series F | Canadian Small/Mid Cap Equity | 1832 Asset Management LP | 31 |
| Fidelity Emerging Markets Fund Series F | Emerging Markets Equity | Fidelity Investments Canada ULC | 28 |
| CI Global Energy Corporate Class F | Energy Equity | CI Investments Inc | 10 |
| Invesco Europlus Fd Sr PTF | European Equity | Invesco Canada Ltd | 21 |
| Mackenzie Floating Rate Income Series F5 | Floating Rate Loan | Mackenzie Financial Corporation | 10 |
| Lysander Canso US Credit Series F | Global Corporate Fixed Income | Lysander Funds Ltd. | 14 |
| Tempered Global Value Fund A | Global Equity | TEMPERED INVESTMENT MANAGEMENT LTD. | 194 |
| Dynamic U.S. Balanced Class - Series F | Global Equity Balanced | 1832 Asset Management LP | 132 |
| CI Global Investment Grade Private Pool Class Sr P | Global Fixed Income | CI Investments Inc | 42 |
| RBC Select Conservative Portfolio Sr FT5 | Global Fixed Income Balanced | RBC Global Asset Management Inc | 58 |
| CI Global Infrastructure Fund Series P | Global Infrastructure Equity | CI Investments Inc | 12 |
| Dynamic Power Global Balanced Class - Series F | Global Neutral Balanced | 1832 Asset Management LP | 148 |
| Renaissance Global Small-Cap Class F | Global Small/Mid Cap Equity | CIBC Asset Management Inc | 26 |
| AGF Global Convertible Bond Series F | High Yield Fixed Income | AGF Investments Inc. | 51 |
| Desjardins Overseas Equity Growth Fund Class F | International Equity | Desjardins Investments Inc. | 59 |
| IG Mackenzie Global Natural Resources Class U | Natural Resources Equity | IG Investment Management Ltd | 22 |
| Purpose Best Ideas Series F USD | North American Equity | Purpose Investments Inc | 18 |
| Dynamic Precious Metals Fund Series F | Precious Metals Equity | 1832 Asset Management LP | 12 |
| Middlefield Global Real Estate Class Series F | Real Estate Equity | Middlefield Ltd. | 13 |
| CI Global Alpha Innovators Corporate Class F | Sector Equity | CI Investments Inc | 17 |
| Fidelity Tactical High Income Series F8 | Tactical Balanced | Fidelity Investments Canada ULC | 48 |
| Scotia Nasdaq Index Fund Series F | US Equity | 1832 Asset Management LP | 136 |
| RBC U.S. Mid-Cap Growth Equity Currency Neutral F | US Small/Mid Cap Equity | RBC Global Asset Management Inc | 22 |
| WINNERS FOR 10-YEAR PERFORMANCE | |||
| CI Canadian Dividend Fund Series F | Canadian Dividend & Income Equity | CI Investments Inc | 47 |
| Fidelity Canadian Opportunities Fund Series F | Canadian Equity | Fidelity Investments Canada ULC | 61 |
| Mackenzie Canadian Growth Balanced Series F | Canadian Equity Balanced | Mackenzie Financial Corporation | 39 |
| imaxx Canadian Bond Fund - Class F | Canadian Fixed Income | Fiera Capital Corp | 62 |
| Compass Conservative Balanced Portfolio Srs A | Canadian Fixed Income Balanced | ATB Investment Management Inc. | 55 |
| Mackenzie Canadian Growth Series F | Canadian Focused Equity | Mackenzie Financial Corporation | 55 |
| Pender Small Cap Opportunities F | Canadian Focused Sm/Mid Cap Eq | Penderfund Capital Management Ltd. | 13 |
| Manulife Canadian Balanced Series F | Canadian Neutral Balanced | Manulife Investment Management Ltd | 48 |
| Frk Bis Short Duration Bond Fund-F | Canadian Short Term Fixed Income | Franklin Templeton Investments Corp | 27 |
| BMO Enterprise F | Canadian Small/Mid Cap Equity | BMO Investments Inc | 31 |
| RBC Emerging Markets Equity Sr F | Emerging Markets Equity | RBC Global Asset Management Inc | 21 |
| Invesco Europlus Fund Series F | European Equity | Invesco Canada Ltd | 20 |
| TD Global Entertainment & Communications Srs F | Global Equity | TD Asset Management Inc | 147 |
| Fidelity Global Growth Portfolio Series F | Global Equity Balanced | Fidelity Investments Canada ULC | 90 |
| PIMCO Monthly Income (CAN) Series F | Global Fixed Income | PIMCO Canada Corp | 23 |
| Fidelity Global Income Portfolio Series F8 | Global Fixed Income Balanced | Fidelity Investments Canada ULC | 29 |
| Mawer Balanced Fund Series A | Global Neutral Balanced | Mawer Investment Management Ltd | 93 |
| 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 | 26 |
| Desjardins Overseas Equity Growth Fund Class A | International Equity | Desjardins Investments Inc. | 49 |
| Mackenzie Global Resource Fund II F U$ | Natural Resources Equity | Mackenzie Financial Corporation | 18 |
| 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 |
| TD Science & Technology Series F | Sector Equity | TD Asset Management Inc | 15 |
| Scotia Diversified Balanced Fund - Series F | Tactical Balanced | 1832 Asset Management LP | 14 |
| CIBC Nasdaq Index Class A | US Equity | Canadian Imperial Bank of Commerce | 91 |
| TD U.S. Small-Cap Equity Series F | US Small/Mid Cap Equity | TD Asset Management Inc | 18 |
| WINNERS FOR 3-YEAR PERFORMANCE, ETFs | |||
| BMO Mid Corporate Bond Index ETF | Canadian Corporate Fixed Income | BMO Asset Management Inc. | 13 |
| iShares Canadian Select Dividend Index ETF | Canadian Dividend & Income Equity | Blackrock Asset Management Canada Ltd | 18 |
| iShares Canadian Growth Index ETF | Canadian Equity | Blackrock Asset Management Canada Ltd | 32 |
| Mackenzie Core Plus Canadian Fixed Income ETF | Canadian Fixed Income | Mackenzie Financial Corporation | 21 |
| RBC Target 2023 Corporate Bond Index ETF | Canadian Short Term Fixed Income | RBC Global Asset Management Inc | 33 |
| BMO MSCI Emerging Markets Index ETF | Emerging Markets Equity | BMO Asset Management Inc. | 11 |
| BMO MSCI Europe High Quality Hedged to CAD Inx ETF | European Equity | BMO Asset Management Inc. | 10 |
| RBC Canadian Bank Yield Index ETF Unit | Financial Services Equity | RBC Global Asset Management Inc | 16 |
| Evolve Innovation Index Fund | Global Equity | Evolve Funds Group Inc. | 26 |
| Mackenzie US TIPS Index ETF (CAD-Hedged) | Global Fixed Income | Mackenzie Financial Corporation | 18 |
| Dynamic Active Crossover Bond ETF | High Yield Fixed Income | Blackrock Asset Management Canada Ltd | 13 |
| CI Morningstar Int'l Momentum Idx ETF | International Equity | CI Investments Inc | 23 |
| CI Preferred Share ETF | Preferred Share Fixed Income | CI Investments Inc | 14 |
| iShares S&P/TSX Capped Information Tech Idx ETF | Sector Equity | Blackrock Asset Management Canada Ltd | 31 |
| iShares NASDAQ 100 Index ETF (CAD-Hedged) | US Equity | Blackrock Asset Management Canada Ltd | 44 |
| WINNERS FOR 5-YEAR PERFORMANCE, ETFs | |||
| iShares Canadian Select Dividend Index ETF | Canadian Dividend & Income Equity | Blackrock Asset Management Canada Ltd | 12 |
| Horizons S&P/TSX 60 Index ETF | Canadian Equity | Horizons ETFs Management Canada Inc | 24 |
| Mackenzie Core Plus Canadian Fixed Income ETF | Canadian Fixed Income | Mackenzie Financial Corporation | 14 |
| iShares Core Canadian ShTm Corp Bd Idx ETF | Canadian Short Term Fixed Income | Blackrock Asset Management Canada Ltd | 22 |
| BMO Equal Weight Banks Index ETF | Financial Services Equity | BMO Asset Management Inc. | 10 |
| BMO MSCI All Country World High Quality Index ETF | Global Equity | BMO Asset Management Inc. | 14 |
| CI Morningstar Int'l Momentum Idx ETF | International Equity | CI Investments Inc | 16 |
| iShares S&P/TSX Capped Information Tech Idx ETF | Sector Equity | Blackrock Asset Management Canada Ltd | 19 |
| Horizons NASDAQ-100 Index ETF | US Equity | Horizons ETFs Management Canada Inc | 31 |
Source: Lipper Fund Awards
Editor’s note: Fund Management Company name corrected to read Desjardins Investment Inc. in the four Desjardins entries in this list.