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18th Annual 2012 Morningstar® Canadian Investment Awards Gala

Morningstar Research Inc. held its 18th annual 2012 Morningstar® Canadian Investment Awards Gala, on Nov. 28, 2012 at the Royal York Hotel in Toronto.  There was a fine reception before the awards with Bill King providing the entertainment.  Chief correspondent of CBC News, Peter Mansbridge hosted the Awards which had more than 500 guests in attendance.  During the fine dinner, awards were presented on a wide range of investment products, including mutual funds, pooled funds, and hedge funds.

The 2012 Morningstar Canadian Investment Awards winners are:

Morningstar Domestic Equity Fund Manager of the Year: Oscar Belaiche, GCIC Ltd.

Morningstar Foreign Equity Fund Manager of the Year: David Ragan, Mawer Investment Management Ltd.

Morningstar Fixed-Income Fund Manager of the Year : PH&N Fixed Income Team, RBC Global Asset Management Inc.

Morningstar Analysts’ Choice Fund Company of the Year:  RBC Global Asset Management Inc.

Morningstar ETF Provider of the Year: iShares, BlackRock Canada

Advisors’ Choice Investment Fund Company of the Year: Fidelity Investments Canada ULC

Investment Funds Institute of Canada (IFIC) Investor Education Award: Brandes Scholarship Program, Brandes Investment Partners & Co.

The Brandes Scholarship Program was recognized as an original and innovative program designed to address the important issue of financial literacy among the younger generation.

Career Achievement Award: Arthur Labatt

Arthur Labatt, a co-founder of Trimark Financial, was also recognized for his outstanding contribution to numerous charitable organizations.

Best Canadian Balanced Fund: Steadyhand Income, Steadyhand Investment Funds Inc.

Best Global Balanced Fund: CI Signature High Income, CI Investments Inc.

Best Canadian Equity Fund: Mawer Canadian Equity, Mawer Investment Management Ltd.

Best Canadian Fixed-Income Fund: TD Canadian Core Plus, TD Asset Management Inc.

Best Canadian Dividend & Income Equity Fund : Sentry Canadian Income, Sentry Investments

Best US Equity Fund:  Trimark US Companies, Invesco Canada Ltd.

Best Global Equity Fund: Capital International Global Equity, Capital International Asset Management

Best Global Fixed-Income Fund: RBC Global Corporate Bond, RBC Global Asset Management Inc.

Best Equity ETF: iShares S&P/TSX Capped Composite Index, iShares, BlackRock Canada

Best Fixed-Income ETF: iShares DEX Universe Bond Index, iShares, BlackRock Canada

Best Canadian Small-/Mid-Cap Equity Fund: Mawer New Canada, Mawer Investment Management Ltd.

Best International Equity Fund: Mawer International Equity, Mawer Investment Management Ltd.

Best Emerging Markets Equity Fund: Mackenzie Universal Emerging Markets, Mackenzie Investments

Best US Small-/Mid-Cap Equity Fund: Trimark US Small Companies, Invesco Canada Ltd.

Best Global Small-/Mid-Cap Equity Fund: Mawer Global Small Cap, Mawer Investment Management Ltd.

Best High Yield Fixed-Income Fund: RBC Global High Yield Bond, RBC Global Asset Management Inc.

Best Specialty Equity Fund: TD Health Sciences, TD Asset Management Inc.

Best Discount Brokerage: Qtrade Investor

Best Fund of Funds: CI Portfolio Series, CI Investments Inc.

Best Canadian Equity Pooled Fund: Burgundy Canadian Equity, Burgundy Asset Management Ltd.

Best Canadian Income Pooled Fund: Fiera Capital Tactical Fixed Income, Fiera Capital Corp.

Best Global Equity Pooled Fund: Burgundy Partners Global, Burgundy Asset Management Ltd.

Best Canadian Balanced Pooled Fund: Burgundy Balanced Pension, Burgundy Asset Management Ltd.

Best Canadian Small-/Mid-Cap Equity Pooled Fund: Burgundy Canadian Small Cap, Burgundy Asset Management Ltd.

Best Global Balanced Pooled Fund: Burgundy Partners Balanced, Burgundy Asset Management Ltd.

Best International Equity Pooled Fund: Burgundy EAFE, Burgundy Asset Management Ltd.

Best US Equity Pooled Fund: Burgundy Smaller Companies, Burgundy Asset Management Ltd.

Canadian Investment Marketing Award: Volatunity, Dynamic Funds

Best Multi-Strategy or Fund of Hedge Funds: PH&N Absolute Return Strategy, RBC Global Asset Management Inc.

Best Relative Value Hedge Fund: Amethyst Arbitrage, Crystalline Management Inc.

Best Opportunistic Hedge Fund: JM Catalyst, JM Fund Management Inc.

Best ETF Initiative: iShares, BlackRock Canada, Investor Outreach

Best Use of Technology Award: adviceDirect, BMO InvestorLine

The Morningstar® Canadian Investment Awards was a great evening for those in the investment industry as well as others that have an interest in this field.  Check back here for next year’s event.

© 2012 Article by C. Smith, Photograph by G.C.Eyre All Rights Reserved

Category: Business Events
Start Date: 2012-11-28
End Date: 2012-11-28
Venue: Royal York Hotel Toronto Ontario

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