TORONTO, Dec. 1, 2011 /CNW/ - Morningstar Canada, a subsidiary of
Morningstar, Inc. , a leading provider of independent investment
research, is pleased to announce the winners of the 2011
Morningstar(®) Canadian Investment Awards(TM). This year's awards
gala, held last night in Toronto, marked the 17(th) edition of
Canada's premier annual awards event for the investment industry.
The evening honoured companies and individuals that Morningstar
believes have made a difference in the lives of investors through
superior investment products, service, marketing, and education.
Improv comedian Colin Mochrie served as master of ceremonies for
the more than 500 guests in attendance. The awards encompass a wide
range of investment products, including mutual funds, pooled funds,
and hedge funds. Additional awards recognize outstanding individual
managers, career achievement, discount brokerage, and marketing.
The awards program represents the year-long evaluation efforts of
dozens of firms, analysts, and expert jury members. The Morningstar
Canadian Investment Awards winners are: Morningstar Domestic Equity
Fund Manager of the Year Winner: Martin Ferguson, director and
portfolio manager, Mawer Investment Management Ltd. "In the long
term, Martin Ferguson has done a fantastic job," said David
O'Leary, director of fund analysis for Morningstar Canada. "His
main mandate is Mawer New Canada, a Canadian small/mid cap fund. It
is a relatively large fund by standards of a Canadian small cap
fund, managing about $1.2 billion in assets, and that comes into
play because some of the stocks in that space are fairly illiquid.
Martin's been with Mawer since December 1996, running the same fund
for a decade, so we have a long track record to evaluate and it's
been outstanding relative performance." Morningstar Foreign Equity
Fund Manager of the Year Winner: Paul Musson, Mackenzie Financial
Corp. "Paul Musson leads the Ivy team at Mackenzie and took over
the full reins when Jerry Javasky retired in 2008," O'Leary said.
"Under Musson's leadership, the Ivy group really operates as a
team, essentially looking for quality companies with clean balance
sheets. Investors who stuck with Mackenzie Ivy Foreign Equity were
rewarded during the market downturn. Year to date, the fund is only
up about 2.5%, but it's been a really rocky period, especially for
foreign equities, so it really is an outstanding performance for
that period." Morningstar Fixed Income Fund Manager of the Year TD
Asset Management Fixed Income Team, TD Asset Management Inc. "The
huge team includes a risk management team alone of 26 people so
that's why we didn't just pick one individual team member for the
award," O'Leary said. "The strong, long-term performance reflects
the rigorous, extensive research process of this deep and
experienced team." Analysts' Choice Investment Fund Company of the
Year Winner: Dynamic Funds Silver: CI Investments
Inc. Bronze: Mawer Investment Management Ltd. This award is
chosen by the Investment Fund Analyst Committee, which includes
Morningstar analysts as well as other analysts from across the
industry. The criteria include performance, risk management,
breadth of offerings, investor and advisor education, fund
governance, and investor communication. Advisors' Choice Investment
Fund Company of the Year Winner: Fidelity Investments Canada
Silver: Dynamic Funds Bronze: CI Investments Inc. This award
is voted on by a committee of jurors that spans Canadian advisors,
mutual fund, hedge fund, and other investment fund companies.
Advisors consider quality and range of products, performance, fees,
service, education, community investment, and management criteria.
Investment Funds Institute of Canada (IFIC) Investor Education
Award Winner: My Retirement Café, Sun Life Financial
Silver: Solut!ons, Manulife Investments Sun Life was
recognized for its user-friendly and interactive website
www.myretirementcafe.ca, which is aimed at Canadians over 55 who
are about to retire or have just retired and are interested in
learning how to be better prepared both emotionally and
financially. Career Achievement Award Winner: Jim Hunter Hunter is
a creator of tax-efficient fund products, a former Mackenzie
Financial president and CEO, and founder of the fund company NexGen
Financial. He has served on the board of the Investment Funds
Institute of Canada, the Richard Ivey School of Business, the
Trillium Foundation and Basketball Canada, and has been active in
supporting charitable organizations. Best Asian Equity Fund Winner:
Fidelity Far East, Fidelity Investments Canada Silver:
Dynamic Far East Value, Dynamic Funds Bronze: BMO Guardian Asian
Growth & Income, BMO Investments Inc. Best Canadian Balanced
Fund Winner: Fidelity Canadian Balanced, Fidelity Investments
Canada Silver: Fidelity Monthly Income, Fidelity Investments
Canada Bronze: Steadyhand Income, Steadyhand Investment Funds Inc.
Best Canadian Dividend & Income Equity Fund Winner: RBC
Canadian Equity Income, RBC Global Asset Management Inc. Silver:
Dynamic Equity Income, Dynamic Funds Bronze: Fidelity
Dividend Plus, Fidelity Investments Canada Best Canadian Equity
Fund Winner: Mawer Canadian Equity, Mawer Investment Management
Ltd. Silver: Bissett Canadian Equity, Franklin
Templeton Investments Corp. Bronze: Mackenzie Cundill
Canadian Security, Mackenzie Financial Corp. Best Canadian Fixed
Income Fund ward Winner: PH&N Bond, Phillips, Hager & North
Investment Management Ltd. Silver: TD Canadian Bond, TD
Asset Management Inc. Bronze: Beutel Goodman Income, Beutel Goodman
& Company Ltd. Best Canadian Small/Mid Cap, Equity Fund Winner:
Beutel Goodman Small Cap, Beutel Goodman & Company Ltd. Silver:
Mawer New Canada, Mawer Investment Management Ltd. Bronze:
Mackenzie Saxon Microcap, Mackenzie Financial Corp. Best Emerging
Markets Equity Fund Winner: AGF Emerging Markets, AGF Management
Ltd. Silver: Brandes Emerging Markets Equity, Brandes
Investment Partners & Co. Bronze: Desjardins Emerging Markets,
Federation des caisses Desjardins du Quebec Best European Equity
Fund Winner: Mackenzie Ivy European Class, Mackenzie Financial
Corporation Silver: Trimark Europlus, Invesco Canada Ltd.
Bronze: CIBC European Equity, CIBC Asset Management Inc. Best
Global Balanced Fund Winner: CI Signature High Income, CI
Investments Inc. Silver: Dynamic Global Asset Allocation, Dynamic
Funds Bronze: Mawer Canadian Diversified Investment, Mawer
Investment Management Ltd. Best Global Equity Fund Winner: Dynamic
Power Global Growth, Dynamic Funds Silver: Mackenzie
Ivy Foreign Equity, Mackenzie Financial Corp. Bronze: Castlerock
Global Leaders, Castlerock Investments, a division of CI
Investments Best Global Fixed Income Fund Winner: Templeton Global
Bond, Franklin Templeton Investments Corp. Silver: RBC
Global Corporate Bond, RBC Global Asset Management Inc. Bronze:
Manulife Canadian Bond Plus, Manulife Mutual Funds Best Global
Small/Mid Cap Equity Fund Winner: Mawer Global Small Cap, Mawer
Investment Management Ltd. Silver: Trimark Global Endeavour,
Invesco Canada Ltd. Bronze: CI Global Small Companies, CI
Investments Inc. Best Healthcare Equity Fund Winner: TD Health
Sciences, TD Asset Management Inc. Silver: CI Global
Health Sciences, CI Investments Inc. Bronze: Renaissance
Global Health Care, CIBC Asset Management Inc. Best High Yield
Fixed Income Fund Winner: PH&N High Yield Bond, Phillips, Hager
& North Investment Management Silver: Dynamic High
Yield Bond, Dynamic Funds Bronze: Manulife Strategic Income,
Manulife Mutual Funds Best International Equity Fund Winner: Mawer
World Investment, Mawer Investment Management Ltd. Silver:
Invesco International Growth, Invesco Canada Ltd. Bronze: CI
International Value, CI Investments Inc. Best Natural Resources
Equity Fund Winner: RBC Global Resources, RBC Global Asset
Management Inc. Silver: Bissett Energy, Franklin Templeton
Investments Corp. Bronze: Front Street Special Opportunities
Canadian, Front Street Capital Best Precious Metals Equity Fund
Winner: RBC Global Precious Metals, RBC Global Asset Management
Inc. Silver: Sentry Precious Metals Growth, Sentry
Investments Inc. Bronze: Mackenzie Universal World Precious Metals,
Mackenzie Financial Corp. Best US Equity Fund Winner: Dynamic Power
American Growth, Dynamic Funds Silver: Dynamic American
Value, Dynamic Funds Bronze: RBC O'Shaughnessy U.S. Value, RBC
Global Asset Management Inc. Best US Small/Mid Cap Equity Fund
Winner: Trimark U.S. Small Companies, Invesco Canada Ltd. Silver:
TD U.S. Small-Cap Equity, TD Asset Management Inc. Bronze:
Mackenzie Universal American Growth, Mackenzie Financial Corp. Best
Canadian Balanced Pooled Fund Winner: QV Canadian Balanced, QV
Investors Inc. Silver: Beutel Goodman Balanced, Beutel
Goodman & Company Ltd. Bronze: Bissett Dividend Income,
Franklin Templeton Investments Corp. Best Canadian Equity Pooled
Fund Winner: Mawer Canadian Equity Pooled, Mawer Investment
Management Ltd. Silver: Burgundy Focus Canadian Equity,
Burgundy Asset Management Ltd. Bronze/Tie: BlackRock Active
Canadian Equity, BlackRock Asset Management Canada Ltd. &
Hexavest Canadian Equity, Hexavest Asset Management Best Canadian
Income Pooled Fund Winner: Beutel Goodman Income, Beutel Goodman
& Company Ltd. Silver: Baker Gilmore Bond, Connor,
Clark & Lunn Financial Group Bronze: SSgA Active Canadian
Universe Bond, State Street Global Advisors Best Canadian Small/Mid
Cap Equity Pooled Fund Winner: Mawer New Canada, Mawer Investment
Management Ltd. Silver: Beutel Goodman Small Cap,
Beutel Goodman & Company Ltd. Bronze: Burgundy Canadian Small
Cap, Burgundy Asset Management Ltd. Best Fund of Funds Winner:
Portfolio Series, CI Investment Inc. Silver: Managed
Portfolios, Fidelity Investments Canada Bronze: Meritage
Portfolios, National Bank Securities Inc. Best Global Balanced
Pooled Fund Winner: Mawer Canadian Balanced Pooled, Mawer
Investment Management Ltd. Silver: Burgundy Pension
Trust, Burgundy Asset Management Ltd. Bronze: Goodman Value
Balanced, Goodman & Company Investment Counsel Ltd. Best Global
Equity Pooled Fund Winner: Burgundy Partners Global, Burgundy
Asset Management Ltd. Silver: MFS Global Equity
(Canada), MFS Investment Management Bronze: Mawer Global Small Cap,
Mawer Investment Management Ltd. Best International Equity Pooled
Fund Winner: Mawer World Investment, Mawer Investment Management
Ltd. Silver: Burgundy EAFE, Burgundy Asset Management
Ltd. Bronze: Sprucegrove International Equity, Sprucegrove
Investment Management Ltd. Best US Equity Pooled Fund Winner:
Goodman U.S. Equity Growth, Goodman & Company Investment
Counsel Ltd. Silver: CI American Value, CI Investments
Inc. Bronze: Hexavest US, Hexavest Asset Management Best
Multi-Strategy or Fund of Hedge Funds Winner: Spartan
Multi-Strategy Fund, Spartan Fund Management Inc.
Silver: Amethyst Arbitrage Fund, Crystalline Management
Inc. Bronze: Garrison Hill Macro Opportunities Fund, Garrison Hill
Capital Management Inc. Best Opportunistic Hedge Fund Winner:
Friedberg Global Macro Hedge Fund Ltd., Friedberg Mercantile Group
Ltd. Silver: Auspice Diversified Trust, Auspice Capital
Advisors Ltd. Bronze: Vision Opportunity Fund LP, Vision Capital
Corp. Best Relative Value Hedge Fund Winner: Altairis Long/Short
Class, Polar Securities Inc. Silver: Picton Mahoney
Market Neutral Equity Fund, Picton Mahoney Asset Management Bronze:
CC&L Canadian Q Market Neutral Onshore, Connor, Clark &
Lunn Investment Management Ltd. Best Marketing Campaign Winner:
2011 Brand Advertising Campaign, Manulife Mutual Funds
Silver: The Sentry Difference, Sentry Investments Inc.
Bronze: Capitalizing on a Changing World, Franklin Templeton Best
Discount Brokerage Winner: Qtrade Investor Silver: Credential
Direct Bronze: TD Waterhouse Morningstar Best ETF Initiative
Winner: Commission-Free ETF Trading Program, Scotia iTRADE/Claymore
ETFs Silver: Call for regulatory reform and need for
more transparency, iShares ETFs, BlackRock Asset Management Canada
Bronze: Commission Free ETF Program, Qtrade Morningstar Best
Stewardship Initiative Winner: How is My Portfolio Doing … And What
Should I Do About It? A Framework for Assessing Investment
Performance, Steadyhand Investment Funds Inc. The Morningstar
Canadian Investment Awards charititable partner is MusiCounts, the
Canadian music-education charity associated with The Canadian
Academy of Recording Arts and Sciences, the organization behind the
nationally televised JUNO Awards. With the help of sponsors and
guests, a generous donation was made to MusiCounts to assist in its
mission to provide students with access to comprehensive music
programs in schools across Canada. About Morningstar 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 individuals,
financial advisors, and institutions. Morningstar provides data on
approximately 330,000 investment offerings, including stocks,
mutual funds, and similar vehicles, along with real-time global
market data on more than 5 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 registered investment advisor
subsidiaries and has more than $167 billion in assets under
advisement and management as of Sept. 30, 2011. The company has
operations in 26 countries. Morningstar Research Inc. CONTACT:
about the Morningstar Canadian Investment Awards, pleasevisit
www.investmentawards.com.
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