TORONTO, Nov. 25, 2015 /CNW/ -- Morningstar Research,
Inc., a Canadian subsidiary of Morningstar, Inc. (NASDAQ: MORN), a
leading provider of independent investment research, today
announced the winners of the 2015 Morningstar Awards. The
Morningstar Awards are designed to help investors identify the
country's most exceptional funds and fund managers of the year.
Morningstar hosted the 21st annual Awards gala, at the Fairmont
Royal York Hotel in Toronto,
honouring more than 40 individuals and companies that Morningstar
believes have made a difference in the lives of investors.
The awards encompass a wide range of investment products,
including mutual funds and pooled funds. Additional awards
recognize outstanding individual managers, online brokerages,
investor education, and marketing campaigns. The awards program
represents an extensive, year-long evaluation of dozens of firms
and industry individuals by analysts and experienced jury
members.
Morningstar introduced two new awards this year. The new
Breakout Fund Manager of the Year award recognizes up-and-coming
managers worthy of investors' attention. The Morningstar
Multi-Asset Fund Manager of the Year award acknowledges
managers who have invested successfully across asset classes.
Ed Robertson, lead singer,
songwriter, and a founding member of Barenaked Ladies, was the host
and emcee to more than 500 guests in attendance.
The 2015 Morningstar Awards winners are:
Fund Manager of the Year Awards:
Morningstar Domestic Equity Fund Manager of the
Year
Winner: Jim Hall and
Vijay Viswanathan, Mawer Canadian
Equity, Mawer Investment Management Ltd.
Finalists:
Tye Bousada and Geoff MacDonald,
EdgePoint Canadian Portfolio, EdgePoint Wealth Management Inc.
Maxime Lemieux, Fidelity True North,
Fidelity Investments Canada ULC
"Managers Jim Hall and
Vijay Viswanathan benefited from
their historical aversion to energy and basic materials stocks,"
Christopher Davis, director of
manager research for Morningstar
Canada, said. "Their focus on high-quality investments and
big winners like Constellation Software kept their fund comfortably
in the black as most of their peers suffered losses. Their
long-term risk-adjusted performance is extraordinary."
Morningstar Foreign Equity Fund Manager of the
Year
Winner: Richard Jenkins,
CI Black Creek International Equity, CI Investments Inc.
Finalists:
Carl Kawaja, Dina Perry, and Galen
Hoskin, Capital Group Global Equity—Canada, Capital
International Asset Management (Canada), Inc.
Paul Moroz, Mawer Global Small Cap,
Mawer Investment Management Ltd.
"Richard Jenkins pushed ahead of
the pack by investing differently than the competition," Davis
said. "Picks like brick maker Weinerberger and packaging producer
Gerresheimer don't appear in many rival portfolios. The success of
names like these led to terrific performance this year, and more
importantly, over the long term."
Morningstar Fixed-Income Fund Manager of the
Year
Winner: Daniel Janis,
Thomas Goggins, and Kisoo Park, Manulife Strategic Income, Manulife
Asset Management Ltd.
Finalist: Stephen Burke, PH&N
Bond and PH&N Total Return Bond, RBC Global Asset Management
Inc.
"Dan Janis, Thomas Goggins, and Kisoo Park got some big calls right," Davis
said. "They gave their portfolio a conservative bent and positioned
it for Canadian dollar weakness–moves that paid off nicely this
year. Savvy decisions like these are nothing new for the team,
explaining their success over the long haul."
Morningstar Multi-Asset Fund Manager of the
Year
Winner: Geoffrey
Stein and David Wolf,
Fidelity Global Monthly Income, Fidelity Canadian Asset Allocation,
and Fidelity Monthly Income, Fidelity Investments Canada ULC
Finalists:
Tye Bousada, Geoff MacDonald, and
Frank Mullen, EdgePoint Canadian
Growth & Income Portfolio and EdgePoint Global Growth &
Income Portfolio, EdgePoint Wealth Management Inc.
Alan Wicks, Conrad Dabiet, and
Jonathan Popper, Manulife Monthly
High Income Fund, Manulife Asset Management Ltd.
"Managers Geoffrey Stein and
David Wolf show you don't need to
make flashy asset allocation shifts to succeed," says Davis said.
"They modestly tilted their portfolios toward US equities and
bonds, for example, which helped them beat their peers. While their
asset allocation has been a positive, their funds have also
benefited from strong performance of their stock and bond holdings
alike."
Morningstar Analysts' Choice Steward of the Year:
EdgePoint Wealth Management, Inc.
"EdgePoint built top-rate stewardship practices into its DNA
right from the beginning," Davis said. "The firm kept its lineup
simple, avoided expensive marketing to keep costs low, and
committed to close funds at conservative asset levels. Heavy
co-investment from EdgePoint managers assures alignment with fund
holder interests."
Breakout Fund Manager of the Year:
Winner:
Stephen Groff and Greg Dean, CI Cambridge Pure Canadian Equity
Fund, CI Investments Inc.
Finalists:
Ken O'Kennedy, Pender Canadian
Equity, Dixon Mitchell Investment Counsel
Geoff Marshall, CI Signature High
Yield, CI Investments Inc.
Advisors' Choice Investment Fund Company of the
Year:
Winner: Fidelity Investments Canada ULC
Finalists:
OceanRock Investments Inc.
CI Investments Inc.
Career Achievement:
Winner: Philip
Armstrong
Mutual Fund Awards:
Best Canadian Balanced Fund
Winner: Manulife Monthly
High Income, Manulife Asset Management Ltd.
Finalists:
EdgePoint Canadian Growth & Income, EdgePoint Wealth Management
Inc.
Fidelity Canadian Balanced, Fidelity Investments Canada ULC
Best Canadian Dividend & Income Equity
Fund
Winner: Manulife Dividend Income, Manulife Asset
Management Ltd.
Finalists:
Beutel Goodman Canadian Dividend, Beutel, Goodman & Company
Ltd.
Fidelity Dividend, Fidelity Investments Canada ULC
Best Canadian Equity Fund
Winner: CI Cambridge
Canadian Equity, CI Investments Inc.
Finalists:
Fidelity Canadian Large Cap, Fidelity Investments Canada ULC
Steadyhand Equity, Steadyhand Investment Funds Inc.
Best Canadian Fixed-Income Fund
Winner: PH&N Total
Return Bond, RBC Global Asset Management Inc.
Finalists:
Dynamic Aurion Total Return Bond, Dynamic Funds
Fidelity Canadian Bond, Fidelity Investments Canada ULC
Best Canadian Small-/Mid-Cap Equity Fund
Winner:
Fidelity Special Situations, Fidelity Investments Canada ULC
Finalists:
Sentry Small/Mid Cap Income, Sentry Investments
Mawer New Canada, Mawer Investment Management Ltd.
Best Emerging Markets Equity Fund
Winner: RBC Emerging
Markets Equity, RBC Global Asset Management Inc.
Finalists:
Mackenzie Emerging Markets, Mackenzie Investments
Redwood Emerging Markets Dividend Fund, Redwood Asset Management
Inc.
Best Fund of Fund Series
Winner: Fidelity Managed
Portfolios, Fidelity Investments Canada ULC
Finalists:
CI Portfolio Series, CI Investments Inc.
CI Portfolio Select, CI Investments Inc.
Best Global Balanced Fund
Winner: EdgePoint Global
Growth & Income Portfolio, EdgePoint Wealth Management Inc.
Finalists:
Mawer Balanced, Mawer Investment Management Ltd.
Fidelity Global Monthly Income, Fidelity Investments Canada ULC
Best Global Equity Fund
Winner: EdgePoint Global
Portfolio, EdgePoint Wealth Management Inc.
Finalists:
Mawer Global Equity, Mawer Investment Management Ltd.
Capital Group Global Equity—Canada, Capital International Asset
Management (Canada), Inc.
Best Global Fixed-Income Fund
Winner: Lysander
Corporate Value Bond, Lysander Funds Ltd.
Finalists:
PIMCO Monthly Income, PIMCO Canada Corp.
Renaissance Global Bond, CIBC Asset Management Inc.
Best Global Small-/Mid-Cap Equity Fund
Winner: Mawer
Global Small Cap, Mawer Investment Management Ltd.
Finalists:
Fidelity NorthStar, Fidelity Investments Canada ULC
Trimark Global Small Companies, Invesco Canada Ltd.
Best High-Yield Fixed-Income Fund
Winner: Manulife
Strategic Income, Manulife Asset Management Ltd.
Finalists:
Fidelity American High Yield, Fidelity Investments Canada ULC
PH&N High Yield Bond, RBC Global Asset Management Inc.
Best International Equity Fund
Winner: Mawer
International Equity, Mawer Investment Management Ltd.
Finalists:
CI Black Creek International Equity, CI Investments Inc.
Invesco International Growth, Invesco Canada Ltd.
Best Specialty Equity Fund
Winner: Renaissance Global
Health Care, CIBC Asset Management Inc.
Finalists:
Fidelity Global Health Care, Fidelity Investments Canada ULC
RBC Global Resources, RBC Global Asset Management Inc.
RBC Global Energy, RBC Global Asset Management Inc.
Best US Equity Fund
Winner: Mawer US Equity, Mawer
Investment Management Ltd.
Finalists:
TD US Blue Chip Equity, TD Asset Management Inc.
Beutel Goodman American Equity, Beutel, Goodman & Company
Ltd.
Best US Small-/Mid-Cap Equity Fund
Winner: Fidelity
Small Cap America, Fidelity Investments Canada ULC
Finalists:
TD US Mid-Cap Growth, TD Asset Management Inc.
Brandes US Small Cap Equity, Bridgehouse Asset Managers
ETF Awards:
Best Equity ETF
Winner: BMO Low Volatility
Canadian Equity ETF, BMO Global Asset Management Inc.
Finalists:
iShares US Fundamental/US Fundamental CAD-Hedged, BlackRock Asset
Management Canada Ltd.
Vanguard US Total Market ETF/US Total Market ETF CAD-Hedged,
Vanguard Investments Canada Inc.
Best Fixed-Income ETF
Winner: Vanguard Canadian
Aggregate Bond ETF, Vanguard Investments Canada Inc.
Finalists:
iShares Core High Quality Canadian Bond, BlackRock Asset Management
Canada Ltd.
iShares 1-10 Year Laddered Corporate Bond, BlackRock Asset
Management Canada Ltd.
Best Specialty ETF
Winner: BMO Equal Weight US
Healthcare Hedged to CAD ETF, BMO Global Asset Management Inc.
Finalist:
Horizons Seasonal Rotation ETF, Horizons ETFs Management (Canada)
Inc.
Pooled Fund Awards:
Best Pooled Fund of Fund Series
Winner: Sun Life
Granite Target Date Series, Sun Life Global Investments (Canada),
Inc.
Finalists:
BlackRock Canadian LifePath (2020-2050) Inc., BlackRock Asset
Management Canada Ltd.
Fidelity Clearpath, Fidelity Investments Canada
ULC
Best Canadian Balanced Pooled Fund
Winner: Burgundy
Balanced Pension, Burgundy Asset Management Ltd.
Finalists:
Manulife MMF Monthly High Income, Manulife Asset Management
Ltd.
CGOV Balanced Pooled Fund, CGOV Asset Management
Best Canadian Equity Pooled Fund
Winner: Mawer
Canadian Equity Pooled, Mawer Investment Management Ltd.
Finalists:
CGOV Equity Pooled, CGOV Asset Management
CI Cambridge All Canadian Equity, CI Investments Inc.
Best Canadian Fixed-Income Pooled Fund
Winner:
PH&N Total Return Bond, RBC Global Asset Management Inc.
Finalists:
TD Emerald Canadian Core Plus, TD Asset Management Inc.
Canso Corporate Bond, Canso Investment Counsel Ltd.
Best Canadian Small-/Mid-Cap Equity Pooled
Fund
Winner: CI Cambridge Pure Canadian Equity, CI
Investments Inc.
Finalists:
Burgundy Canadian Small Cap, Burgundy Asset Management Ltd.
QV Canadian Small Cap, QV Investors Inc.
Best Global Balanced Pooled Fund
Winner: Mawer
Balanced Pooled, Mawer Investment Management Ltd.
Finalists:
Burgundy Partners Balanced RSP, Burgundy Asset Management Ltd.
CI Signature Global Income & Growth, CI Investments Inc.
Best Global Equity Pooled Fund
Winner: Burgundy
Global Equity, Burgundy Asset Management Ltd.
Finalists:
Mawer Global Small Cap Pooled, Mawer Investment Management Ltd.
Mawer Global Equity Pooled, Mawer Investment Management Ltd.
Best International Equity Pooled Fund
Winner:
Burgundy EAFE, Burgundy Asset Management Ltd.
Finalists:
Mawer International Equity Pooled, Mawer Investment Management
Ltd.
Fiera Capital International Equity, Fiera Capital Corp.
Best US Equity Pooled Fund
Winner: Beutel Goodman
American Equity, Beutel, Goodman & Company Ltd.
Finalists:
Burgundy American Equity, Burgundy Asset Management Ltd.
Fiera Capital US Equity, Fiera Capital Corp.
Submission-Based Awards:
Best Online Brokerage Award
Winner: BMO
InvestorLine
Finalists:
Questrade
Qtrade Investor
IFIC Investor Education Award
Winner: The Snapshots
Newcomers Life Event, Dynamic Funds
Finalist:
Planning for Future Health Care Needs, AGF Investments Inc.
Canadian Investment Marketing Award
Winner: iThinking Campaign, iShares by BlackRock
Finalists:
Real Needs Demand Real Outcomes, CIBC Asset Management Inc.
Infrastructure: The $57 Trillion
Opportunity, Russell Investments
Best Use of Technology Award
Winner: Platform Traded
Funds, Invesco Canada Ltd.
Finalists:
eDOCS, FundSERV Inc.
Wealthsimple mobile app, Wealthsimple
Best ETF Initiative Award
Winner: Helping Investors
Navigate Fixed Income, iShares by BlackRock
Finalist:
BMO Canadian ETF Dashboard, BMO Global Asset Management Inc.
For more information about the Morningstar Awards, please visit
investmentawards.com.
About Morningstar Research, Inc. and Morningstar,
Inc.
Morningstar Research, Inc. is a Canadian subsidiary of
Chicago-based Morningstar, Inc., a
leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of
products and services for individual investors, financial advisors,
asset managers, and retirement plan providers and sponsors.
Morningstar provides data on more than 500,000 investment
offerings, including stocks, mutual funds, and similar vehicles,
along with real-time global market data on more than 17 million
equities, indexes, futures, options, commodities, and precious
metals, in addition to foreign exchange and Treasury markets.
Morningstar also offers investment management services through its
investment advisory subsidiaries, with more than US$170 billion in assets under advisement and
management as of Sept. 30, 2015. The
company has operations in 27 countries.
Certain of the above fund companies and online brokerages are
clients of Morningstar Research, Inc.
©2015 Morningstar, Inc. All rights reserved.
MORN-R
Media Contact:
Jaime Lyn Aitken, +1 416 484-7868 or
jaimelyn.aitken@morningstar.com
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SOURCE Morningstar, Inc.