Winners of the Morningstar Awards are…

Morningstar Research has announced the winners of the 2014 Morningstar Awards.

The awards encompass a wide range of investment products, including mutual funds, pooled funds, and hedge funds. Additional awards recognize outstanding individual managers, online brokerages, and investor education and marketing campaigns. The awards program represents an extensive, year-long evaluation of dozens of firms and industry individuals by analysts and experienced jury members.

The winners are:

Fund Manager of the Year Awards:

Morningstar Domestic Equity Fund Manager of the Year Winner: Martin Ferguson and Jeff Mo, Mawer New Canada, Mawer Investment Management Ltd. Finalists: Stephen Arpin and William Otton, Beutel Goodman Small Cap, Beutel, Goodman & Company Ltd. Michael Simpson and Aubrey Hearn, Sentry Canadian Income, Sentry Investments

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Morningstar Foreign Equity Fund Manager of the Year Winner: Tye Bousada and Geoff MacDonald, EdgePoint Global Portfolio, EdgePoint Wealth Management Inc. Finalists: Francis Chou, Chou Associates, Chou Associates Management Inc. Paul Moroz, Mawer Global Small Cap, Mawer Investment Management Ltd.

Morningstar Fixed-Income Fund Manager of the Year Winner: PH&N Fixed Income Team, PH&N Bond and PH&N Total Return Bond, RBC Global Asset Management Inc. Finalist: John Braive and Patrick O’Toole, CIBC Canadian Bond, CIBC Asset Management Inc.

Morningstar Analysts’ Choice Fund Company of the Year Award:

Winner: Mawer Investment Management Ltd.

Morningstar ETF Provider of the Year Award:

Winner: Vanguard Investments Canada Inc.

Career Achievement:

Winner: Dr. G. Raymond Chang, O.C., CI Financial Corp.

Advisors’ Choice Fund Company of the Year Award:

Winner: Fidelity Investments Canada ULC Finalists: CI Investments Inc. Sentry Investments

Mutual Fund Awards:

Best Canadian Balanced Fund Winner: Manulife Monthly High Income, Manulife Asset Management Ltd. Finalists: Fidelity Monthly Income, Fidelity Investments Canada ULC TD Dividend Income, TD Asset Management Inc.

Best Canadian Dividend & Income Equity Fund Winner: RBC Canadian Equity Income, RBC Global Asset Management Inc. Finalists: Leith Wheeler Canadian Dividend, Leith Wheeler Investment Counsel Beutel Goodman Canadian Dividend, Beutel, Goodman & Company Ltd.

Best Canadian Equity Fund Winner: Mawer Canadian Equity, Mawer Investment Management Ltd. Finalists: CI Cambridge Canadian Equity, CI Investments Inc. PH&N Vintage, RBC Global Asset Management Inc.

Best Canadian Small-/Mid-Cap Equity Fund Winner: Mawer New Canada, Mawer Investment Management Ltd. Finalists: CI Cambridge Pure Canadian Equity, CI Investments Inc. NEI Ethical Special Equity, NEI Investments

Best Emerging Markets Equity Fund Winner: Brandes Emerging Markets Equity, Bridgehouse Asset Managers Finalists: RBC Emerging Markets Equity, RBC Global Asset Management Inc. Templeton Frontier Markets, Franklin Templeton Investments Corp.

Best Fund of Fund Winner: Fidelity Managed Portfolios, Fidelity Investments Canada ULC Finalists: CI Portfolio Select Series, CI Investments Inc. Meritage, National Bank Trust Inc.

Best Global Balanced Fund Winner: Mawer Balanced, Mawer Investment Management Ltd. Finalists: CI Signature High Income, CI Investments Inc. CI Signature Income & Growth, CI Investments Inc.

Best Global Equity Fund Winner: Capital Group Global Equity, Capital International Asset Management Finalists: EdgePoint Global Portfolio, EdgePoint Wealth Management Inc. Mawer Global Equity, Mawer Investment Management Ltd.

Best Global Small-/Mid-Cap Equity Fund Winner: Mawer Global Small Cap, Mawer Investment Management Ltd. Finalists: Brandes Global Small Cap Equity, Bridgehouse Asset Managers Fidelity NorthStar, Fidelity Investments Canada ULC

Best International Equity Fund Winner: Mawer International Equity, Mawer Investment Management Ltd. Finalists: Invesco International Growth, Invesco Canada Ltd. CI Black Creek International Equity, CI Investments Inc.

Best Specialty Equity Fund Winner: CI Global Health Sciences, CI Investments Inc. Finalists: Manulife Global Infrastructure, Manulife Asset Management Ltd. Front Street Special Opportunities, Front Street Capital

Best U.S. Equity Fund Winner: Trimark U.S. Companies, Invesco Canada Ltd. Finalists: Beutel Goodman American Equity, Beutel, Goodman & Company Ltd. North Growth U.S. Equity, North Growth Management Ltd.

Best U.S. Small-/Mid-Cap Equity Fund Winner: Fidelity Small Cap America, Fidelity Investments Canada ULC Finalists: TD U.S. Mid-Cap Growth, TD Asset Management Inc. Trimark U.S. Small Companies, Invesco Canada Ltd.

Best Global Fixed-Income Fund Winner: PIMCO Monthly Income, PIMCO Canada Corp. Finalists: RBC Global Corporate Bond, RBC Global Asset Management Inc. Templeton Global Bond, Franklin Templeton Investments Corp.

Best Canadian Fixed-Income Fund Winner: PH&N Total Return Bond, RBC Global Asset Management Inc. Finalists: Fidelity Corporate Bond, Fidelity Investments Canada ULC TD Canadian Core Plus Bond, TD Asset Management Inc.

Best High Yield Fixed-Income Fund Winner: Fidelity American High Yield, Fidelity Investments Canada ULC Finalists: PH&N High Yield Bond, RBC Global Asset Management Inc. RBC Emerging Markets Bond, RBC Global Asset Management Inc.

ETF Awards:

Best Equity ETF Winner: Horizons Active Global Dividend ETF, Horizons ETFs Management (Canada) Inc. Finalists: Horizons Active Canadian Dividend ETF, Horizons ETFs Management (Canada) Inc. BMO U.S. Dividend ETF, BMO Global Asset Management Inc.

Best Fixed-Income ETF Winner: Horizons Active Preferred Share ETF, Horizons ETFs Management (Canada) Inc. Finalists: Horizons Active High Yield Bond ETF, Horizons ETFs Management (Canada) Inc. iShares Core High Quality Canadian Bond, BlackRock Asset Management Canada Ltd. BMO Emerging Market Bond Hedged to CAD ETF, BMO Global Asset Management Inc.

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Best Specialty ETF Winner: BMO Global Infrastructure ETF, BMO Global Asset Management Inc. Finalists: BMO Covered Call Canadian Banks ETF, BMO Global Asset Management Inc. PowerShares S&P 500 High Beta (CAD Hedged) ETF, Invesco Canada Ltd.

Pooled Fund Awards:

Best Canadian Balanced Pooled Fund Winner: Leith Wheeler Diversified, Leith Wheeler Investment Counsel Finalists: Burgundy Balanced Pension, Burgundy Asset Management Ltd. CGOV Balance, CGOV Asset Management

Best Canadian Equity Pooled Fund Winner: Mawer Canadian Equity, Mawer Investment Management Ltd. Finalists: Burgundy Canadian Equity, Burgundy Asset Management Ltd. Guardian Equity Income, Guardian Capital Group Ltd.

Best Canadian Income Pooled Fund Winner: PH&N Enhanced Total Return Bond, RBC Global Asset Management Inc. Finalists: Canso Corporate Bond, Canso Investment Counsel Ltd. TD Emerald Canadian Core Plus, TD Asset Management Inc.

Best Canadian Small-/Mid-Cap Equity Pooled Fund Winner: Mawer New Canada, Mawer Investment Management Ltd. Finalists: Burgundy Canadian Small Cap, Burgundy Asset Management Ltd. QV Canadian Small Cap, QV Investors Inc.

Best Global Balanced Pooled Fund Winner: Mawer Balanced, Mawer Investment Management Ltd. Finalists: Burgundy Partners Balanced RSP, Burgundy Asset Management Ltd. CI Signature Income & Growth, CI Investments Inc. Desjardins Financial Letko Brosseau Balanced, Desjardins Global Asset Management

Best Global Equity Pooled Fund Winner: Mawer Global Small Cap, Mawer Investment Management Ltd. Finalists: Burgundy Partners Global, Burgundy Asset Management Ltd. QV Global Equity, QV Investors Inc.

Best International Equity Pooled Fund Winner: Mawer International Equity, Mawer Investment Management Ltd. Finalists: Burgundy EAFE, Burgundy Asset Management Ltd. CI Black Creek International, CI Investments Inc. Trimark International Companies, Invesco Canada Ltd.

Best U.S. Equity Pooled Fund Winner: Beutel Goodman American Equity, Beutel, Goodman & Company Ltd.* Winner: Brandywine Classic Value U.S. Equity, Brandywine Global Asset Management* Finalists: Fiera Capital U.S. Equity, Fiera Capital Corp. Burgundy U.S. Smaller Companies, Burgundy Asset Management Ltd. RBC O’Shaughnessy U.S. Value, RBC Global Asset Management Inc.

*Note: There was a tie in this category.

Hedge Fund Awards:

Best Multi-Strategy or Fund of Hedge Funds Winner: PH&N Absolute Return, RBC Global Asset Management Inc. Finalist: North Pole, Polar Securities Inc.

Best Opportunistic Hedge Fund Winner: DKAM Capital Ideas, Donville Kent Asset Management Inc. Finalists: Venator Founders, Venator Capital Management Ltd. Waratah Performance, Waratah Capital Advisors Ltd.

Best Relative Value Hedge Fund Winner: Curvature Fund LP, CHS Asset Management Inc. Finalists: Waratah One, Waratah Capital Advisors Ltd. SG U.S. Market Neutral, Arrow Capital Management Inc.

Submission-Based Awards

Best Online Brokerage Winner: BMO InvestorLine Finalists: Qtrade Investor Scotia iTrade

IFIC Investor Education Award Winner: money UP!, Sun Life Financial Finalists: The Five Essential Elements to Being a Better Investor, Steadyhand Investment Funds Inc. The Value Dialogue, Bridgehouse Asset Managers Rethink Risk, AGF Investments Inc.

Canadian Investment Marketing Award Winner: Rethink Risk, AGF Investments Inc. Finalists: Go Global, Sun Life Global Investments The Dynamic Code, Dynamic Funds

Best Use of Technology Award Winner: Model Portfolio Service, Canadian ShareOwner Investments Inc. Finalists: Russell Retirement Lifestyle Planner, Russell Investments Dynamic Funds Launchpad, Dynamic Funds

Best ETF Initiative Award Winner: iShares Core Series of ETFs, BlackRock Asset Management Canada Ltd. Finalists: What’s Your Risk Number?, Horizons ETFs Management (Canada) Inc. Portfolio Management Techniques Utilizing ETFs, BMO Exchange-Traded Funds

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