Morningstar Awards: Complete list of 2013 winners

The awards honour companies and individuals that Morningstar believes have made a difference in the lives of investors through superior investment products, service, marketing, and education.

They encompass a wide range of investment products, including mutual funds, pooled funds, and hedge funds. Additional awards recognize outstanding individual managers, career achievement, discount brokerages, and marketing campaigns. The awards program represents the year-long evaluation efforts of dozens of firms, analysts, and experienced jury members.

The Morningstar Awards winners are:

Morningstar Domestic Equity Fund Manager of the Year
Winner: Beutel Goodman Canadian Equity Team: Mark Thomson, Pat Palozzi, James Black, Stephen Arpin, and William Otton, Beutel, Goodman & Company Ltd.

Morningstar Foreign Equity Fund Manager of the Year
Winner: Mawer Global Small Cap, Paul Moroz, Mawer Investment Management Ltd.

Morningstar Fixed-Income Fund Manager of the Year
Winner: Templeton Global Bond, Michael Hasenstab and Sonal Desai, Franklin Templeton Investments Corp.

Morningstar Analysts’ Choice Fund Company of the Year
Winner: Mawer Investment Management Ltd.

Morningstar ETF Provider of the Year
Winner: Vanguard Investments Canada Inc.

The following awards are determined by juries of experienced analysts from across the Canadian fund industry:

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

Career Achievement
Winner: Ian A. Soutar, vice-chairman, co-founder, partner, and portfolio manager, Pembroke Management Ltd.

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

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

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

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

Best Canadian Small-/Mid-Cap Equity Fund
Winner: Sentry Small/Mid Cap Income, Sentry Investments

Best Emerging Markets Equity Fund
Winner: Brandes Emerging Markets Equity, Bridgehouse Asset Managers

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

Best Global Balanced Fund
Winner: Mawer Balanced, Mawer Investment Management Ltd.

Best Global Equity Fund
Winner: EdgePoint Global Portfolio, EdgePoint Wealth Management Inc.

Best Global Fixed-Income Fund
Winner: Templeton Global Bond, Franklin Templeton Investments Corp.

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

Best High Yield Fixed-Income Fund
Winner: Fidelity American High Yield, Fidelity Investments Canada ULC

Best International Equity Fund
Winner: CI Black Creek International Equity, CI Investments Inc.

Best Specialty Equity Fund
Winner: CI Global Health Science, CI Investments Inc.

Best U.S. Equity Fund
Winner: Beutel Goodman American Equity, Beutel, Goodman & Company Ltd.

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

Best Equity ETF
Winner: Vanguard U.S. Total Market Index ETF CAD Hedged, Vanguard Investments Canada

Best Fixed-Income ETF
Winner: Horizons Active Floating Rate Bond ETF, Horizons ETFs Management (Canada) Inc.

Best Specialty ETF
Winner: iShares Fundamental Japan Index, BlackRock Canada

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

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

Best Canadian Income Pooled Fund
Winner: Canso Corporate Bond, Canso Investment Counsel Ltd.

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

Best Global Balanced Pooled Fund
Winner: Mawer Balanced, Mawer Investment Management Ltd.

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

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

Best U.S. Equity Pooled Fund
Winner: Beutel Goodman American Equity, Beutel, Goodman & Company Ltd.

Best Multi-Strategy or Fund of Hedge Funds
Winner: Phillips Hager & North Absolute Return, RBC Global Asset Management Inc.

Best Opportunistic Hedge Fund
Winner: DKAM Capital Ideas Fund LP, Donville Kent Asset Management

Best Relative Value Hedge Fund
Winner: RP Opportunities, RP Investment Advisors

Best Online Brokerage
Winner: BMO InvestorLine

IFIC Investor Education Award
Winner: Money and Youth—”Helping youth prepare for their financial future,” Investors Group

Canadian Investment Marketing Award
Winner: “Time to Take Stock”, Franklin Templeton Investments Corp.

Best Use of Technology Award
Winner: “The integration of new media technologies into group retirement solutions,” Desjardins Insurance

Best ETF Initiative Award
Winner: BMO ETF Educational Initiatives, BMO Exchange Traded Funds