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Globefund 5-Star Funds
as of April 25, 2017
Funds 51 to 100 from 1225 found

Sort Fund Names by letter (Click on a column heading to sort up or down)
Fund Name Globefund 5-Star Rating 1 Yr Return 2 Yr Return 3 Yr Return Asset Class Chart/Info
BP S&P 500 VIX ST Fut2xDly Bull ETF 5 stars -96.64 -70.33 -51.55 -51.55 Chart    
BP S&P 500 VIX Short-Term Futrs ETF 5 stars -77.34 25.40 -1.28 -1.28 Chart    
Barometer Tactical Balanced Pool 5 stars 12.55 6.66 9.08 9.08 Chart    
Batirente NA Small Cap Equity 5 stars 28.81 14.01 15.44 15.44 Chart    
Beutel Goodman American Equity B 5 stars 27.26 11.97 16.71 16.71 Chart    
Beutel Goodman American Equity D 5 stars 28.12 12.73 17.50 17.50 Chart    
Beutel Goodman American Equity F 5 stars 28.61 13.18 17.95 17.95 Chart    
Beutel Goodman Canadian Dividend B 5 stars 18.47 8.65 8.61 8.61 Chart    
Beutel Goodman Canadian Dividend D 5 stars 19.24 9.35 9.31 9.31 Chart    
Beutel Goodman Canadian Dividend F 5 stars 19.67 9.74 9.69 9.69 Chart    
Beutel Goodman Global Dividend B 5 stars 18.58 8.08 7.05 7.05 Chart    
Beutel Goodman Global Dividend F 5 stars 19.68 9.11 8.08 8.08 Chart    
Beutel Goodman Global Dividend I 5 stars 18.91 9.40 8.69 8.69 Chart    
Beutel Goodman Global Equity B 5 stars 20.78 6.88 8.01 8.01 Chart    
Beutel Goodman Global Equity D 5 stars 21.57 7.56 8.69 8.69 Chart    
Beutel Goodman Global Equity F 5 stars 21.87 7.83 8.98 8.98 Chart    
Beutel Goodman Nth Amer Foc Eq Sr B 5 stars 25.54 11.79 9.83 9.83 Chart    
Beutel Goodman Nth Amer Foc Eq Sr D 5 stars 26.45 12.59 10.62 10.62 Chart    
Beutel Goodman Nth Amer Foc Eq Sr F 5 stars 26.88 12.98 10.99 10.99 Chart    
Beutel Goodman Small Cap B 5 stars 26.99 8.97 8.37 8.37 Chart    
Beutel Goodman Small Cap D 5 stars 28.00 9.86 9.22 9.22 Chart    
Beutel Goodman Small Cap F 5 stars 28.38 10.18 9.53 9.53 Chart    
Beutel Goodman Total World Equity B 5 stars 18.73 6.44 6.66 6.66 Chart    
Beutel Goodman Total World Equity D 5 stars 19.47 7.09 7.31 7.31 Chart    
Beutel Goodman Total World Equity F 5 stars 19.94 7.52 7.74 7.74 Chart    
Beutel Goodman World Focus Equity B 5 stars 22.78 8.99 10.13 10.13 Chart    
Beutel Goodman World Focus Equity D 5 stars 23.74 9.83 10.99 10.99 Chart    
Beutel Goodman World Focus Equity F 5 stars 24.10 10.16 11.32 11.32 Chart    
Beutel Goodman World Focus Equity I 5 stars 25.40 11.32 12.49 12.49 Chart    
Black Creek Global Balanced Class A 5 stars 13.80 6.87 7.02 7.02 Chart    
Black Creek Global Balanced Cp Cl F 5 stars 14.75 7.91 8.07 8.07 Chart    
Black Creek Global Balanced CpCl A 5 stars 13.49 6.73 6.85 6.85 Chart    
Black Creek Global Balanced CpClAT5 5 stars 13.57 5.51 6.05 6.05 Chart    
Black Creek Global Balanced CpClFT5 5 stars 14.77 6.64 7.20 7.20 Chart    
Black Creek Global Balanced CpClFT8 5 stars 14.75 5.85 6.68 6.68 Chart    
Black Creek Global Balanced F 5 stars 15.17 8.09 8.21 8.21 Chart    
Black Creek Global Leaders A 5 stars 15.27 10.58 10.96 10.96 Chart    
Black Creek Global Leaders Cp Cl A 5 stars 14.96 10.44 10.84 10.84 Chart    
Black Creek Global Leaders Cp Cl F 5 stars 16.22 11.66 12.05 12.05 Chart    
Black Creek Global Leaders CpCl AT5 5 stars 15.00 9.15 9.98 9.98 Chart    
Black Creek Global Leaders CpCl AT8 5 stars 15.02 8.42 9.51 9.51 Chart    
Black Creek Global Leaders CpCl FT5 5 stars 16.30 10.36 11.18 11.18 Chart    
Black Creek Global Leaders CpCl FT8 5 stars 16.26 9.58 10.66 10.66 Chart    
Black Creek Global Leaders F 5 stars 16.55 11.83 12.21 12.21 Chart    
Black Creek Int'l Equity Corp Cl A 5 stars 18.06 9.33 6.99 6.99 Chart    
Black Creek Int'l Equity Corp Cl F 5 stars 19.31 10.49 8.17 8.17 Chart    
Black Creek Int'l Equity Crp Cl AT5 5 stars 18.07 8.08 6.16 6.16 Chart    
Black Creek Int'l Equity Crp Cl AT8 5 stars 18.10 7.31 5.65 5.65 Chart    
Black Creek Int'l Equity Crp Cl FT5 5 stars 19.41 9.26 7.34 7.34 Chart    
Black Creek Int'l Equity Crp Cl FT8 5 stars 19.40 8.49 6.83 6.83 Chart    
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Methodology provided by Algorithmics Inc.

How It Works

Funds are ranked against their peers based on IFSC fund category. You can read more about a fund category by using the Fund Lookup Tool. Choose a Fund Category on the left and a description of each category will be shown with your results.

Mutual funds and segregated funds, which offer a guaranteed rate of return at maturity, are rated independently. As well, funds that focus on a unique strategy that is not comparable to other funds in a category are not rated. The IFSC calls these the miscellaneous fund category.

Funds often offer different series, corporate classes and foreign-currency versions. All of these variations share the same rating as the core fund. To qualify for a rating the core fund must be at least two-years old and there must be at least six core funds in the fund category for any of the funds in that category to receive a rating.

Funds compete with each other in terms of the best score and hence the best rating. A fund's score is a combination of return and regret and is determined as follows.

On a monthly basis, for each fund, we compute month-by-month returns and subtract from these the return of the 90-day Government of Canada Treasury bill to get what is known as the risk-free return for each month. If this result is positive for any one month, it contributes to the fund's return. If it is negative, it contributes to the fund's regret.

We then use an averaging method across each of these returns and regrets, with increasing weight on the most recent data, to derive a final measure for return and regret for each fund. The final score for a fund is then computed as the return score minus an adjusted regret score, where the adjustment factor for the regret component is unique for each fund category.

Using the final scores for each of the core funds in an asset class, we rank them and then allocate a star rating for each. The top 10 per cent of funds receive a five-star rating, the next 22.5 per cent a four-star rating, the middle 35 per cent a three-star rating, the next 22.5 per cent a two-star rating and the bottom 10 percent of funds a one-star rating.

The Fund Star-Rating service uses many of the elements of the Mark-to-Future methodology pioneered by Algorithmics Inc. They were founded in 1989 in response to the complex issues surrounding financial risk management for the enterprise. Today, as the leading provider with the largest and most experienced team in the industry, Algorithmics continues to focus its efforts on creating and implementing enterprise risk management software that meets the evolving needs of its customers. Continuing its tradition of leading the way in risk measurement and management tools and processes, Algorithmics recently introduced Mark-To-Future, an open and comprehensive framework for measuring risk and reward. Headquartered in Toronto, with 14 offices around the world, Algorithmics serves more than 90 global financial institutions with 140 installations worldwide.

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