Scotia Global Asset Management is honoured to receive 41 awards at 2020 FundGrade A+® Awards

Scotia Global Asset Management’s investment teams were recognized with 41 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 previous calendar year.

“We are honoured to receive this recognition for the consistently exceptional results our investment team has delivered across our business,” said Neal Kerr, Head, Scotia Global Asset Management (Canada). “Scotia Global Asset Management’s purpose – to enrich our clients’ financial futures with outstanding investment solutions, delivered in partnership with comprehensive wealth advice – was more important than ever last year, and we are pleased we delivered across our multiple investment platforms.”

Title

Description

2020 FundGrade A+® Awards

Scotia Global Asset Management’s award-winning funds for 2020 are:

Fund

CIFSC category

FundGrade calculation date

Number of funds in the category

Mutual funds

Dynamic Asia Pacific Equity Fund

Asia Pacific Equity

1/31/2011

52

Dynamic Asset Allocation Private Pool

Tactical Balanced

1/31/2016

188

Dynamic Blue Chip Balanced Fund

Global Neutral Balanced

1/31/2011

949

Dynamic Conservative Yield Private Pool

Global Fixed Income Balanced

1/31/2016

436

Dynamic Dividend Fund

Canadian Dividend & Income Equity

1/31/2011

327

Dynamic Equity Income Fund

Canadian Dividend & Income Equity

1/31/2011

327

Dynamic Financial Services Fund

Financial Services Equity

1/31/2011

57

Dynamic Global Asset Allocation Fund

Global Equity Balanced

1/31/2011

751

Dynamic Global Balanced Fund

Global Neutral Balanced

1/31/2014

949

Dynamic Global Discovery Fund

Global Equity

1/31/2011

1223

Dynamic Global Dividend Fund

Global Equity

1/31/2011

1223

Dynamic Global Equity Private Pool Class

Global Equity

1/31/2016

1223

Dynamic Global Infrastructure Fund

Global Infrastructure Equity

1/31/2011

60

Dynamic Global Real Estate Fund

Real Estate Equity

1/31/2011

77

Dynamic Global Yield Private Pool

Global Neutral Balanced

1/31/2016

949

Dynamic International Dividend Private Pool

International Equity

1/31/2017

391

Dynamic Power American Growth Fund

U.S. Equity

1/31/2011

888

Dynamic Power Global Balanced Class

Global Neutral Balanced

1/31/2011

949

Dynamic Power Global Navigator Class

Global Equity

1/31/2011

1223

Dynamic Precious Metals Fund

Precious Metals Equity

1/31/2011

40

Dynamic Strategic Resource Class

Natural Resources Equity

1/31/2012

86

Dynamic Tactical Bond Private Pool

Canadian Fixed Income

1/31/2016

315

Dynamic U.S. Balanced Class

Global Equity Balanced

1/31/2012

751

Dynamic U.S. Equity Private Pool Class

U.S. Equity

1/31/2016

888

DynamicEdge Balanced Growth Portfolio

Global Equity Balanced

1/31/2011

751

DynamicEdge Balanced Portfolio

Global Neutral Balanced

1/31/2011

949

DynamicEdge Conservative Class Portfolio

Global Fixed Income Balanced

1/31/2013

436

DynamicEdge Defensive Portfolio

Canadian Fixed Income Balanced

1/31/2013

365

DynamicEdge Growth Portfolio

Global Equity Balanced

1/31/2011

751

Marquis Balanced Class Portfolio

Global Neutral Balanced

1/31/2013

949

Marquis Institutional Growth Portfolio

Global Equity Balanced

1/31/2011

751

Scotia Canadian Dividend Fund

Canadian Dividend & Income Equity

1/31/2011

327

Scotia Diversified Balanced Fund*

Tactical Balanced

1/31/2011

188

Scotia Global Growth Fund

Global Equity

1/31/2011

1223

Scotia Nasdaq Index Fund

U.S. Equity

1/31/2011

888

Scotia Resource Fund

Natural Resources Equity

1/31/2011

86

Active ETFs**

Dynamic Active Canadian Dividend ETF (DXC)

Canadian Dividend & Income Equity

1/31/2018

327

Dynamic Active Crossover Bond ETF (DXO)

High Yield Fixed Income

1/31/2018

254

Dynamic Active Global Dividend ETF (DXG)

Global Equity

1/31/2018

1223

Dynamic Active Global Financial Services ETF (DXF)

Financial Services Equity

1/31/2018

57

Dynamic Active U.S. Dividend ETF (DXU)

U.S. Equity

1/31/2018

888

The end date for the FundGrade calculation is December 31, 2020.

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.

Performance for Dynamic Blue Chip Balanced Fund Series A for the period ended December 31, 2020 is as follows: 18.30% (1 year), 10.75% (3 years), 7.71% (5 years), 7.55% (10 years), and 6.84% since inception (March 1997).

Performance for Dynamic U.S. Balanced Class Series A for the period ended December 31, 2020 is as follows: 19.41% (1 year), 13.70% (3 years), 8.78% (5 years), N/A (10 years), and 8.69% since inception (March 2011).

Performance for Dynamic Global Balanced Fund Series A for the period ended December 31, 2020 is as follows: 18.44% (1 year), 9.47% (3 years), 8.16% (5 years), N/A (10 years), and 8.37% since inception (November 2013).

Performance for Dynamic Dividend Fund Series A for the period ended December 31, 2020 is as follows: 1.65% (1 year), 4.91% (3 years), 8.26% (5 years), 8.25% (10 years), and 8.23% since inception (August 1985).

Performance for Dynamic Equity Income Fund Series A for the period ended December 31, 2020 is as follows: 1.10% (1 year), 5.07% (3 years), 7.97% (5 years), 7.55% (10 years), and 10.28% since inception (June 2001).

Performance for Dynamic Power Global Balanced Class Series A for the period ended December 31, 2020 is as follows: 52.45% (1 year), 16.21% (3 years), 13.84% (5 years), 11.87% (10 years), and 9.98% since inception (June 2008).

Performance for Dynamic Global Real Estate Fund Series A for the period ended December 31, 2020 is as follows: -3.39% (1 year), 4.89% (3 years), 4.77% (5 years), 7.73% (10 years), and 7.17% since inception (November 1996).

Performance for Dynamic Financial Services Fund Series A for the period ended December 31, 2020 is as follows: 4.88% (1 year), 7.65% (3 years), 13.28% (5 years), 10.62% (10 years), and 8.54% since inception (March 1997).

Performance for Dynamic Asset Allocation Private Pool Series F for the period ended December 31, 2020 is as follows: 17.41% (1 year), 9.42% (3 years), 8.67% (5 years), N/A (10 years), and 7.48% since inception (June 2014).

Performance for Dynamic Global Equity Private Pool Class Series F for the period ended December 31, 2020 is as follows: 37.92% (1 year), 18.24% (3 years), 15.48% (5 years), N/A (10 years), and 14.68% since inception (June 2014).

Performance for Dynamic Global Yield Private Pool Series F for the period ended December 31, 2020 is as follows: 6.67% (1 year), 7.01% (3 years), 7.33% (5 years), N/A (10 years), and 7.15% since inception (June 2014).

Performance for Dynamic U.S. Equity Private Pool Class Series F for the period ended December 31, 2020 is as follows: 29.71% (1 year), 21.20% (3 years), 14.42% (5 years), N/A (10 years), and 15.05% since inception (June 2014).

Performance for Dynamic International Dividend Private Pool Series F for the period ended December 31, 2020 is as follows: 20.90% (1 year), 12.81% (3 years), 10.58% (5 years), N/A (10 years), and 9.58% since inception (March 2015).

Performance for Dynamic Tactical Bond Private Pool Series F for the period ended December 31, 2020 is as follows: 8.10% (1 year), 4.97% (3 years), 3.66% (5 years), N/A (10 years), and 3.41% since inception (March 2015).

Performance for Dynamic Conservative Yield Private Pool Series F for the period ended December 31, 2020 is as follows: 8.97% (1 year), 6.33% (3 years), 5.41% (5 years), N/A (10 years), and 4.48% since inception (March 2015).

Performance for Dynamic Asia Pacific Equity Fund Series A for the period ended December 31, 2020 is as follows: 45.37% (1 year), 17.88% (3 years), 14.46% (5 years), 9.01% (10 years), and 6.68% since inception (March 1994).

Performance for Dynamic Global Dividend Fund Series A for the period ended December 31, 2020 is as follows: 11.89% (1 year), 13.30% (3 years), 12.09% (5 years), 11.84% (10 years), and 8.40% since inception (March 2006).

Performance for Dynamic Global Asset Allocation Fund Series A for the period ended December 31, 2020 is as follows: 8.81% (1 year), 9.64% (3 years), 7.40% (5 years), 8.87% (10 years), and 6.19% since inception (May 2007).

Performance for DynamicEdge Defensive Portfolio Series A for the period ended December 31, 2020 is as follows: 6.94% (1 year), 4.33% (3 years), 3.63% (5 years), N/A (10 years), and 3.74% since inception (February 2012).

Performance for DynamicEdge Conservative Class Portfolio Series A for the period ended December 31, 2020 is as follows: 8.25% (1 year), 5.41% (3 years), 4.82% (5 years), N/A (10 years), and 5.16% since inception (February 2012).

Performance for DynamicEdge Balanced Portfolio Series A for the period ended December 31, 2020 is as follows: 12.31% (1 year), 6.97% (3 years), 6.05% (5 years), 5.71% (10 years), and 5.41% since inception (February 2008).

Performance for DynamicEdge Growth Portfolio Series A for the period ended December 31, 2020 is as follows: 19.49% (1 year), 10.10% (3 years), 8.80% (5 years), 7.76% (10 years), and 6.73% since inception (February 2008).

Performance for DynamicEdge Balanced Growth Portfolio Series A for the period ended December 31, 2020 is as follows: 16.91% (1 year), 8.69% (3 years), 7.45% (5 years), 6.77% (10 years), and 6.10% since inception (February 2008).

Performance for Dynamic Power American Growth Fund Series A for the period ended December 31, 2020 is as follows: 62.31% (1 year), 38.40% (3 years), 24.31% (5 years), 20.79% (10 years), and 11.88% since inception (July 1998).

Performance for Dynamic Power Global Navigator Class Series A for the period ended December 31, 2020 is as follows: 95.02% (1 year), 31.44% (3 years), 19.30% (5 years), 13.88% (10 years), and 12.21% since inception (June 2008).

Performance for Dynamic Precious Metals Fund Series A for the period ended December 31, 2020 is as follows: 53.96% (1 year), 25.22% (3 years), 27.59% (5 years), 1.04% (10 years), and 7.88% since inception (January 1984).

Performance for Dynamic Global Infrastructure Fund Series A for the period ended December 31, 2020 is as follows: -1.26% (1 year), 5.76% (3 years), 7.64% (5 years), 9.43% (10 years), and 7.17% since inception (July 2007).

Performance for Dynamic Strategic Resource Class Series A for the period ended December 31, 2020 is as follows: 3.30% (1 year), 0.83% (3 years), 10.02% (5 years), N/A (10 years), and 3.03% since inception (November 2011).

Performance for Dynamic Global Discovery Fund Series A for the period ended December 31, 2020 is as follows: 16.00% (1 year), 13.07% (3 years), 10.75% (5 years), 9.95% (10 years), and 8.17% since inception (November 2000).

Performance for Marquis Institutional Growth Portfolio Series A for the period ended December 31, 2020 is as follows: 15.40% (1 year), 9.55% (3 years), 8.11% (5 years), 7.86% (10 years), and 5.71% since inception (August 2004).

Performance for Marquis Balanced Class Portfolio Series A for the period ended December 31, 2020 is as follows: 9.25% (1 year), 6.81% (3 years), 5.82% (5 years), N/A (10 years), and 6.07% since inception (March 2012).

Performance for Scotia Canadian Dividend Fund Series A for the period ended December 31, 2020 is as follows: -0.28% (1 year), 4.93% (3 years), 7.88% (5 years), 7.29% (10 years), and 9.30% since inception (December 1992).

Performance for Scotia Resource Fund Series A for the period ended December 31, 2020 is as follows: 7.03% (1 year), 3.78% (3 years), 12.54% (5 years), 0.41% (10 years), and 4.25% since inception (July 1993).

Performance for Scotia Nasdaq Index Fund Series A for the period ended December 31, 2020 is as follows: 49.93% (1 year), 26.10% (3 years), 20.17% (5 years), 21.42% (10 years), and 6.74% since inception (December 2000).

Performance for Scotia Global Growth Fund Series A for the period ended December 31, 2020 is as follows: 30.77% (1 year), 16.13% (3 years), 14.18% (5 years), 13.95% (10 years), and 7.14%  since inception (January 1965).

Performance for Scotia Diversified Balanced Fund Series A for the period ended December 31, 2020 is as follows: 11.12% (1 year), 6.83% (3 years), 7.13% (5 years), 6.53% (10 years), and 6.80% since inception (May 1989).

Performance for Dynamic Active Crossover Bond ETF (DXO) for the period ended December 31, 2020 is as follows: 9.73% (1 year), 6.83% (3 years), N/A (5 years), N/A (10 years), and 6.64% since inception (January 2017).

Performance for Dynamic Active Global Dividend ETF (DXG) for the period ended December 31, 2020 is as follows:  35.33% (1 year), 27.54% (3 years), N/A (5 years), N/A (10 years), and 25.22% since inception (January 2017).

Performance for Dynamic Active Global Financial Services ETF (DXF) for the period ended December 31, 2020 is as follows: 9.70% (1 year), 14.50% (3 years), N/A (5 years), N/A (10 years), and 15.92% since inception (September 2017).

Performance for Dynamic Active U.S. Dividend ETF (DXU) for the period ended December 31, 2020 is as follows: 24.22% (1 year), 22.64% (3 years), N/A (5 years), N/A (10 years), and 21.79% since inception (January 2017).

Performance for Dynamic Active Canadian Dividend ETF (DXC) for the period ended December 31, 2020 is as follows:  7.92% (1 year), 7.95% (3 years), N/A (5 years), N/A (10 years), and 9.29% 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® and Legitimately Active Management® are 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 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.