ScotiaFunds®

Scotia Global Asset Management is honoured to receive an industry-leading 20 individual awards across 13 categories at 2020 Refinitiv Lipper Fund Awards

Lipper Fund Awards

Scotia Global Asset Management’s investment teams were recognized with an industry-leading number of individual mutual fund and ETF awards at the 2020 Refinitiv Lipper Fund Awards. These awards demonstrate “consistently strong risk-adjusted results,” according to Refinitiv, which Scotia Global Asset Management delivers to its clients right across its platform.

 

 

Fund category

Periods recognized

Mutual funds

Dynamic Asia Pacific Equity Fund

Asia Pacific Equity

3 and 5 years

Dynamic Dividend Fund

Canadian Dividend & Income Equity

5 and 10 years

Dynamic Energy Income Fund

Energy Equity

3 years

Dynamic Global Infrastructure Fund

Global Infrastructure Equity

5 years

Dynamic Power American Growth Class

U.S. Equity

3 and 5 years

Dynamic Power Global Balanced Class

Global Neutral Balanced

3 and 5 years

Dynamic Precious Metals Fund

Precious Metals Equity

3 and 5 years

Dynamic U.S. Balanced Class

Global Equity Balanced

3 years

Scotia Resource Fund

Natural Resources Equity

3, 5 and 10 years

Scotia U.S. $ Bond Fund

Global Fixed Income

3 years

Active ETFs*

Dynamic Active Canadian Dividend ETF

Canadian Dividend & Income Equity

3 years

Dynamic Active Global Dividend ETF

 

Global Equity

3 years

Scotia Balanced Opportunities Fund, sub-advised by Connor, Clark and Lunn Investment Management also won a 2020 Refinitiv Lipper Fund Award in the Tactical Balanced category for the 10-year period.

* Dynamic Active ETFs (the Funds, or individually, the Fund) are managed by BlackRock Asset Management Canada Limited and invest in selected mutual funds managed by 1832 Asset Management L.P. (the Dynamic Fund(s)).

About the Refinitiv Lipper Fund Awards

The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

The merit of the winners is based on objective, quantitative criteria. The influential and prestigious Lipper Fund Awards from Refinitiv are based on our Lipper Leaders Rating for Consistent Return. Individual classifications of three, five, and ten-year periods, as well as fund families with high average scores for the three-year period are also recognized. The awards are based on Lipper’s proven proprietary methodology, which can be viewed here.

Dynamic Asia Pacific Equity Fund, Series A was awarded the 2020 Lipper Fund Award in the Asia Pacific Equity category for the three- and five-year periods ending July 31, 2020 out of a total of 10 funds. Dynamic Dividend Fund, Series A was awarded the 2020 Lipper Fund Award in the Canadian Dividend & Income Equity category for the five- and 10-year periods ending July 31, 2020 out of a total of 60 and 50 funds respectively. Dynamic Energy Income Fund, Series A was awarded the 2020 Lipper Fund Award in the Energy Equity category for the three-year period ending July 31, 2020 out of a total of 11 funds. Dynamic Global Infrastructure Fund, Series A, was awarded the 2020 Lipper Fund Award in the Global Infrastructure Equity category for the five-year period ending July 31, 2020 out of a total of 10 funds. Dynamic Power American Growth Class, Series A, was awarded the 2020 Lipper Fund Award in the U.S. Equity category for the three- and five-year periods ending July 31, 2020 out of a total of 147 and 131 funds respectively. Dynamic Power Global Balanced Class, Series A, was awarded the 2020 Lipper Fund Award in the Global Neutral Balanced category for the three- and five-year periods ending July 31, 2020 out of a total of 168 and 144 funds respectively. Dynamic Precious Metals Fund, Series A, was awarded the 2020 Lipper Fund Award in the Precious Metals Equity category for the three- and five-year periods ending July 31, 2020 out of a total of 12 funds. Dynamic U.S. Balanced Class, Series A, was awarded the 2020 Lipper Fund Award in the Global Equity Balanced category for the three-year period ending July 31, 2020 out of a total of 147 funds. Scotia Resource Fund, Series A, was awarded the 2020 Lipper Fund Award in the Natural Resources Equity category for the three-, five- and 10-year periods ending July 31, 2020 out of a total of 22, 22 and 18 funds respectively. Scotia U.S.$ Bond Fund, Series A, was awarded the 2020 Lipper Fund Award in the Global Fixed Income category for the three-year period ending July 31, 2020 out of a total of 48 funds. Dynamic Active Canadian Dividend ETF, Series A, was awarded the 2020 Lipper Fund Award in the Canadian Dividend & Income Equity category for the three-year period ending July 31, 2020 out of a total of 16 funds. Dynamic Active Global Dividend ETF, Series A, was awarded the 2020 Lipper Fund Award in the Global Equity category for the three-year period ending July 31, 2020 out of a total of 23 funds. Scotia Balanced Opportunities Fund, Series A, was awarded the 2020 Lipper Fund Award in the Tactical Balanced category for the 10-year period ending July 31, 2020 out of a total of 11 funds.

Performance for Dynamic Asia Pacific Equity Fund, Series A for the period ended September 30, 2020 is as follows: 37.26% (1 year), 15.58% (3 years), 12.51% (5 years), 7.55% (10 years) and 6.14% (since inception April 1994). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2020 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 2 (10 years). Performance for Dynamic Dividend Fund, Series A, for the period ended September 30, 2020 is as follows: -3.33% (1 year), 3.53% (3 years), 7.22% (5 years), 7.92% (10 years) and 8.05% (since inception August 1985). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2020 are as follows: N/A (1 year), 4 (3 years), 5 (5 years), 5 (10 years). Performance for Dynamic Energy Income Fund, Series A, for the period ended September 30, 2020 is as follows: -27.86% (1 year), -12.77% (3 years), -6.94% (5 years), -5.33% (10 years) and 1.87% (since inception August 2003). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2020 are as follows: N/A (1 year), 5 (3 years), 4 (5 years), 2 (10 years). Performance for Dynamic Global Infrastructure Fund, Series A, for the period ended September 30, 2020 is as follows: -4.87% (1 year), 4.56% (3 years), 7.07% (5 years), 9.15% (10 years) and 6.85% (since inception July 2007). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2020 are as follows: N/A (1 year), 4 (3 years), 5 (5 years), 4 (10 years). Performance for Dynamic Power American Growth Class, Series A for the period ended September 30, 2020 is as follows: 66.29% (1 year), 39.54% (3 years), 23.59% (5 years), 21.34% (10 years) and 10.71% (since inception January 2001). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2020 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 4 (10 years). Performance for Dynamic Power Global Balanced Class, Series A for the period ended September 30, 2020 is as follows: 41.73% (1 year), 13.97% (3 years), 13.33% (5 years), 10.79% (10 years) and 9.34% (since inception July 2008). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2020 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5 (10 years). Performance for Dynamic Precious Metals Fund, Series A, for the period ended September 30, 2020 is as follows: 72.13% (1 year), 27.50% (3 years), 29.51% (5 years), 1.98% (10 years) and 7.92% (since inception January 1984). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2020 are as follows: N/A (1 year), 4 (3 years), 3 (5 years), 3 (10 years). Performance for Dynamic U.S. Balanced Class, Series A for the period ended September 30, 2020 is as follows: 22.48% (1 year), 15.45% (3 years), 9.52% (5 years) and 8.87% (since inception March 2011). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2020 are as follows: N/A (1 year), 5 (3 years), N/A (5 years), N/A (10 years). Performance for Scotia Resource Fund, Series A for the period ended September 30, 2020 is as follows: 0.03% (1 year), 3.41% (3 years), 9.79% (5 years), 0.78% (10 years) and 3.86% (since inception July 1993). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2020 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5 (10 years). Performance (in USD) for Scotia U.S. $ Bond Fund, Series A for the period ended September 30, 2020 is as follows: 7.49% (1 year), 4.92% (3 years), 3.07% (5 years), 1.98% (10 years) and 3.85% (since inception November 1991). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2020 are as follows: N/A (1 year), 5 (3 years), 2 (5 years), 3 (10 years). Performance for Dynamic Active Canadian Dividend ETF for the period ended September 30, 2020 is as follows: 3.47% (1 year), 7.75% (3 years) and 7.92% (since inception January 2017). The corresponding Lipper Leader ratings of the ETF for the period ending July 31, 2020 are as follows: N/A (1 year), 5 (3 years), N/A (5 years), N/A (10 years). Performance for Dynamic Active Global Dividend ETF for the period ended September 30, 2020 is as follows: 31.33% (1 year), 26.22% (3 years) and 24.53% (since inception January 2017). The corresponding Lipper Leader ratings of the ETF for the period ending July 31, 2020 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), N/A (10 years). Performance for Scotia Balanced Opportunities Fund, Series A for the period ended September 30, 2020 is as follows: 6.39% (1 year), 5.74% (3 years), 6.23% (5 years), 6.28% (10 years) and 6.61% (since inception May 1989). The corresponding Lipper Leader ratings of the fund for the period ending July 31, 2020 are as follows: N/A (1 year), 4 (3 years), 5 (5 years), 4 (10 years).

From Lipper Fund Awards from Refinitiv, ©2020 Refinitiv. All rights reserved. Used under license.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and Dynamic Active ETFs. Please read the prospectus before investing.  The indicated rates of return are the historical annual compound total returns including changes in unit values and reinvestment of all distributions, except that returns are cumulative for YTD and periods of less than one year.  These returns do not take into account sales, redemption or option changes 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. ETF units are bought and sold at market price on a stock exchange and brokerage commissions will reduce returns. DXB, DXC, DXF, DXG, DXO, DXP, DXU, DXV and DXZ are managed by BlackRock Asset Management Canada Limited and invest in selected mutual funds managed by 1832 Asset Management L.P. Please read the prospectus before investing. Investments in ETFs are not guaranteed, their values change frequently and past performance may not be repeated. Dynamic Funds® and Legitimately Active Management® are registered trademarks of their owner, used under license, and a division of 1832 Asset Management L.P.