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Morningstar Canada 2016 Steward of the Year
We are honoured to be named Steward of the Year by Morningstar Canada, a testament to RBC Global Asset Management's history of strong investment performance, low fees and putting our clients’ interests ahead of our own.
“It’s an honour to be recognized for our stewardship, which is at the centre of everything we do,” said Dan Chornous, Chief Investment Officer of RBC GAM Inc.
To be eligible for the Steward of the Year award, a fund company must have a history of fundholder-friendly behavior. In Canada, Morningstar rates approximately two dozen fund companies and gives them a “Parent Rating”, a component of Morningstar's qualitative Fund Analyst Rating. Only those with a Positive Parent rating are considered.
Lipper Fund Awards Canada
- Recognized as Best Overall Funds Group for eight of the past 10 years:
- PH&N Funds in 2010-2013, 2016
- RBC Funds in 2007-2008, 2014
- Recognized as Best Bond Funds Group for nine of the past 10 years:
- PH&N Funds in 2007-2008, 2010-2013, 2016
- RBC GAM in 2015
- RBC Funds in 2009
- Recognized as Best Bond ETFs Group in 2015
Morningstar 4- and 5-Star rated funds
According to independent fund-ranking firm Morningstar Canada Inc., 65% of our mutual funds have a Morningstar 4- or 5-Star ranking (73 out of 113) as of July 31, 2016 (Series F). You can read complete details of the ranking method here, but here’s a quick summary: All mutual funds within a particular category are ranked according to their historical risk-adjusted performance over three-, five- and ten-year periods, as available. The top 10% of funds get a Morningstar 5-Star rating; the next 22.5% of funds get a 4-Star rating; the middle 35% of funds get a 3-Star rating; the next 22.5% get a 2-Star rating; and the bottom 10% get a one-Star rating.
Lipper Awards were based on best risk-adjusted performance for the periods ended July 31, 2016, 2015 and 2014; October 31, 2012, 2011 and 2010; November 30, 2009; and December 31, 2008, 2007 and 2006. From Thomson Reuters Lipper Awards, © 2016 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited. www.lipperfundawards.com
Series F Funds. Morningstar Star Ratings reflect performance as of a particular date and are subject to change monthly. The ratings are an objective, quantitative measure of a fund's historical risk-adjusted performance relative to other funds in its category. Only funds with at least a three-year track record are considered. Ratings are calculated based on a fund's three-, five- and ten-year performance returns, as available. The overall rating is a weighted combination of the three-, five- and ten-year ratings. A fund can only be rated if there are a sufficient number of funds in its peer group to allow comparison for at least three years. For each time period, the top 10% of the funds in a category get five stars.
Morningstar Awards 2016 © Morningstar, Inc. All Rights Reserved. Awarded to RBC Global Asset Management Inc. (RBC GAM) for 2016 Morningstar Canada Steward of the Year.