Scotia Global Asset Management is honoured to receive 37 awards at 2021 FundGrade A+® Awards

Scotia Global Asset Management’s investment teams were recognized with 37 awards at the annual FundGrade A+ Awards. These awards are presented by Fundata Canada Inc. to investment funds and their managers who have shown consistent, outstanding, risk-adjusted performance throughout the year.

“We are very pleased to receive these mutual fund and ETF awards and to be recognized for the exceptional results our investment teams achieved across our business,” said Neal Kerr, Head, Scotia Global Asset Management (Canada). “We continue to diligently uphold Scotia Global Asset Management’s purpose – to enrich our clients’ financial futures with outstanding investment solutions, delivered in partnership with comprehensive wealth advice – and we are pleased to have delivered for clients across our multiple investment platforms.”

 

2020 FundGrade A+® Awards

Scotia Global Asset Management’s award-winning funds for 2021 are:

FundGrade A+ Winner

CIFSC category

Number of funds in the category

FundGrade Start Date 

Mutual funds

Dynamic Alternative Managed Risk Private Pool

Tactical Balanced

179

1/31/2019

Dynamic Asia Pacific Equity Fund Asia Pacific Equity 44 1/31/2012
Dynamic Asset Allocation Private Pool

Tactical Balanced

179 1/31/2016 
Dynamic Blue Chip Balanced Fund Global Neutral Balanced 893 1/31/2012 
Dynamic Blue Chip Equity Fund Global Equity 1127 1/31/2012
Dynamic Canadian Dividend Fund Canadian Dividend & Income Equity

277

1/31/2012
Dynamic Conservative Yield Private Pool Global Fixed Income Balanced 415 1/31/2016 
Dynamic Dividend Fund Canadian Dividend & Income Equity

277

1/31/2012
Dynamic Financial Services Fund

Financial Services Equity

50

1/31/2012

Dynamic Global Asset Allocation Fund Global Equity Balanced 722 1/31/2012

Dynamic Global Balanced Fund

Global Equity Balanced 722

1/31/2014

Dynamic Global Equity Fund

Global Equity

1127 1/31/2014

Dynamic Global Equity Private Pool

Global Equity 1127

1/31/2016

Dynamic International Dividend Private Pool

International Equity

382

1/31/2017 

Dynamic International Equity Fund

International Equity

382

1/31/2012

Dynamic Power Global Balanced Class Global Neutral Balanced 893 1/31/2012 
Dynamic Power Global Navigator Class Global Equity  1127

1/31/2012 

Dynamic Precious Metals Fund

Precious Metals Equity

45

1/31/2012 

Dynamic Preferred Yield Class Preferred Share Fixed Income 50 1/31/2014 
Dynamic U.S. Balanced Class Global Equity Balanced

722

1/31/2012

Dynamic U.S. Equity Private Pool

U.S. Equity

833

1/31/2016

DynamicEdge Conservative Class Portfolio

Global Fixed Income Balanced

415

1/31/2013

DynamicEdge Balanced Growth Portfolio

Global Equity Balanced

722

1/31/2012 

DynamicEdge Growth Portfolio

Global Equity Balanced

722

1/31/2012 

Marquis Institutional Growth Portfolio

Global Equity Balanced

722

1/31/2012 

Scotia Canadian Balanced Fund

Canadian Neutral Balanced 290

1/31/2012 

Scotia Canadian Dividend Fund Canadian Dividend & Income Equity 277 1/31/2012 
Scotia Diversified Balanced Fund*

Tactical Balanced

179

1/31/2012 

Scotia Global Growth Fund**

Global Equity 1127

1/31/2012 

Scotia Nasdaq Index Fund±

U.S. Equity

833

1/31/2012 

Scotia Resource Fund Natural Resources Equity 79

1/31/2012 

Scotia Selected Maximum Growth Portfolio Global Equity Balanced 722

1/31/2012 

Active ETFs†

Dynamic Active Canadian Dividend ETF (DXC)

Canadian Dividend & Income Equity

277

1/31/2018

Dynamic Active Crossover Bond ETF (DXO)

High Yield Fixed Income

242

1/31/2018

Dynamic Active Global Dividend ETF (DXG)

Global Equity

1127

1/31/2018

Dynamic Active Global Financial Services ETF (DXF)

Financial Services Equity

50

1/31/2018

Dynamic Active Preferred Shares ETF (DXP)

Preferred Share Fixed Income

50

1/31/2018

The FundGrade calculation date for the awards is December 31, 2021.

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+®Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata. FundGrade ratings are subject to change every month.

Performance for Dynamic Alternative Managed Risk Private Pool Series A for the period ended December 31, 2021 is as follows: 10.04% (1 year), 11.50% (3 years), N/A (5 years), N/A (10 years), and 9.88% since inception (October 2018).

Performance for Dynamic Asia Pacific Equity Fund Series A for the period ended December 31, 2021 is as follows: -11.05% (1 year), 17.99% (3 years), 13.12% (5 years), 10.55(10 years), and 5.98% since inception (April 1994).

Performance for Dynamic Asset Allocation Private Pool Fund Series A for the period ended December 31, 2021 is as follows: 7.65% (1 year), 12.45% (3 years), N/A (5 years), N/A (10 years), and 11.38% since inception (October 2018).

Performance for Dynamic Blue Chip Balanced Fund Series A for the period ended December 31, 2021 is as follows: 5.47% (1 year), 12.47% (3 years), 9.58 (5 years), 8.31% (10 years), and 6.78% since inception (March 1997).

Performance for Dynamic Blue Chip Equity Fund Series A for the period ended December 31, 2021 is as follows: 10.03% (1 year), 18.12% (3 years), 14.01 (5 years), 12.39% (10 years), and 8.04% since inception (November 1987).

Performance for Dynamic Canadian Dividend Fund Series A for the period ended December 31, 2021 is as follows: 29.34% (1 year), 16.48% (3 years), 9.44% (5 years), 8.75% (10 years), and 8.56% since inception (June 1978).

Performance for Dynamic Conservative Yield Private Pool Fund Series A for the period ended December 31, 2021 is as follows: 3.52% (1 year), 6.97% (3 years), N/A (5 years), N/A (10 years), and 6.79% since inception (October 2018).

Performance for Dynamic Dividend Fund Series A for the period ended December 31, 2021 is as follows: 22.74% (1 year), 14.54% (3 years), 9.65% (5 years), 9.77% (10 years), and 8.60% since inception (August 1985).

Performance for Dynamic Financial Services Fund Series A for the period ended December 31, 2021 is as follows: 25.02% (1 year), 18.84% (3 years), 14.00% (5 years), 14.36% (10 years), and 9.15% since inception (October 1972).

Performance for Dynamic Global Asset Allocation Fund Series A for the period ended December 31, 2021 is as follows: 9.74% (1 year), 11.16% (3 years), 9.51% (5 years), 9.89% (10 years), and 6.42% since inception (May 2007).

Performance for Dynamic Global Balanced Fund Series A for the period ended December 31, 2021 is as follows: 5.63% (1 year), 12.07% (3 years), 9.17% (5 years), N/A (10 years), and 8.02% since inception (November 2013).

Performance for Dynamic Global Equity Fund Series A for the period ended December 31, 2021 is as follows: 10.19% (1 year), 17.57% (3 years), 12.94% (5 years), N/A (10 years), and 11.36% since inception (November 2013).

Performance for Dynamic International Dividend Private Pool Series A for the period ended December 31, 2021 is as follows: 6.39% (1 year), 14.66% (3 years), N/A (5 years), N/A (10 years), and 14.55% since inception (March 2015).

Performance for Dynamic International Dividend Private Pool Series A for the period ended December 31, 2021 is as follows: 6.39% (1 year), 14.66% (3 years), N/A (5 years), N/A (10 years), and 14.55% since inception (March 2015).

Performance for Dynamic International Equity Fund Series A for the period ended December 31, 2021 is as follows: 6.25% (1 year), 17.03% (3 years), 11.20% (5 years), 10.62% (10 years), and 6.65% since inception (April 1993).

Performance for Dynamic Power Global Balanced Class Series A for the period ended December 31, 2021 is as follows: 0.00% (1 year), 20.11% (3 years), 15.78% (5 years), 11.97% (10 years), and 9.20% since inception (July 2008).

Performance for Dynamic Power Global Navigator Class Series A for the period ended December 31, 2021 is as follows: 4.84% (1 year), 34.67% (3 years), 21.86% (5 years), 17.07% (10 years), and 11.64% since inception (July 2008).

Performance for Dynamic Precious Metal Fund Series A for the period ended December 31, 2021 is as follows: -1.84% (1 year), 27.23% (3 years), 16.82% (5 years), 4.39% (10 years), and 7.60% since inception (January 1984).

Performance for Dynamic Preferred Yield Class Series A for the period ended December 31, 2021 is as follows: 26.46% (1 year), 11.07% (3 years), 7.08% (5 years), N/A (10 years), and 4.43% since inception (April 2013).

Performance for Dynamic US Balanced Class Series A for the period ended December 31, 2021 is as follows: 22.58% (1 year), 20.34% (3 years), 14.88% (5 years), 11.24 (10 years), and 9.90% since inception (March 2011).

Performance for Dynamic US Equity Private Pool Series A for the period ended December 31, 2021 is as follows: 16.46% (1 year), 23.42% (3 years), N/A (5 years), N/A (10 years), and 21.42% since inception (October 2018).

Performance for DynamicEdge Conservative Class Portfolio Series A for the period ended December 31, 2021 is as follows: 3.95% (1 year), 7.25% (3 years), 5.39% (5 years), N/A (10 years), and 5.0% since inception (February 2012).

Performance for DynamicEdge Balanced Growth Portfolio Series A for the period ended December 31, 2021 is as follows: 8.16% (1 year), 13.12% (3 years), 9.09% (5 years), 8.34% (10 years), and 6.24% since inception (February 2008).

Performance for DynamicEdge Growth Portfolio Series A for the period ended December 31, 2021 is as follows: 10.97% (1 year), 15.81% (3 years), 11.11% (5 years), 9.94% (10 years), and 6.99% since inception (February 2008).

Performance for Marquis Institutional Growth Portfolio Series A for the period ended December 31, 2021 is as follows: 10.76% (1 year), 14.67% (3 years), 10.18% (5 years), 9.63% (10 years), and 5.99% since inception (July 2004).

Performance for Scotia Canadian Balanced Fund Series A for the period ended December 31, 2021 is as follows: 13.07% (1 year), 10.43% (3 years), 7.06% (5 years), 6.90% (10 years), and 6.33% since inception (June 1990).

Performance for Scotia Canadian Dividend Fund Series A for the period ended December 31, 2021 is as follows: 23.62% (1 year), 14.16% (3 years), 9.71% (5 years), 10.13% (10 years), and 9.75% since inception (December 1992).

Performance for Scotia Diversified Balanced Fund Series A for the period ended December 31, 2021 is as follows: 13.85% (1 year), 13.10% (3 years), 8.62% (5 years), 8.47% (10 years), and 7.01% since inception (May 1989).

Performance for Scotia Global Growth Fund Series A for the period ended December 31, 2021 is as follows: 4.87% (1 year), 19.41% (3 years), 15.23% (5 years), 15.27% (10 years), and 7.10% since inception (January 1965).

Performance for Scotia Nasdaq Index Fund Series A for the period ended December 31, 2021 is as follows: 24.63% (1 year), 32.94% (3 years), 24.95% (5 years), 23.58% (10 years), and 7.52% since inception (December 2000).

Performance for Scotia Resource Fund Series A for the period ended December 31, 2021 is as follows: 19.20% (1 year), 14.81% (3 years), 8.10% (5 years), 4.43% (10 years), and 4.74% since inception (July 1993).

Performance for Scotia Selected Maximum Growth Portfolio Series A for the period ended December 31, 2021 is as follows: 13.63% (1 year), 16.20% (3 years), 10.58% (5 years), 10.46% (10 years), and 7.09% since inception (April 2003).

Performance for Dynamic Active Canadian Dividend ETF (DXC) for the period ended December 31, 2021 is as follows: 27.20% (1 year), 18.96% (3 years), N/A (5 years), N/A (10 years), and 13.23% since inception (January 2017).

Performance for Dynamic Active Crossover Bond ETF (DXO) for the period ended December 31, 2021 is as follows: 5.12% (1 year), 9.63% (3 years), N/A (5 years), N/A (10 years), and 6.65% since inception (January 2017).

Performance for Dynamic Active Global Dividend ETF (DXG) for the period ended December 31, 2021 is as follows: 10.12% (1 year), 31.25% (3 years), N/A (5 years), N/A (10 years), and 25.50% since inception (January 2017).

Performance for Dynamic Active Global Financial Services ETF (DXF) for the period ended December 31, 2021 is as follows: 22.40% (1 year), 23.05% (3 years), N/A (5 years), N/A (10 years), and 18.48% since inception (September 2017).

Performance for Dynamic Active Preferred Shares ETF (DXP) for the period ended December 31, 2021 is as follows: 27.89% (1 year), 11.93% (3 years), N/A (5 years), N/A (10 years), and 7.24% since inception (January 2017).

 

 

ScotiaFunds® are managed by 1832 Asset Management L.P., a limited partnership the general partner of which is wholly owned by The Bank of Nova Scotia. ScotiaFunds are available through Scotia Securities Inc. and from other dealers and advisors. Scotia Securities Inc. is wholly owned by The Bank of Nova Scotia and is a member of the Mutual Fund Dealers Association of Canada. Dynamic Funds® is a registered trademarks of their owner, used under license, and a division of 1832 Asset Management L.P. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments, including ETFs. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in units value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated.