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Globefund 5-Star Funds
as of January 22, 2018
Funds 51 to 100 from 1423 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
BMO U.S. Dividend - F 5 stars 16.46 15.98 14.17 14.17 Chart    
BMO U.S. Dollar Balanced - A 5 stars 13.60 10.03 5.75 5.75 Chart    
BMO U.S. Dollar Balanced - Adv 5 stars 13.61 10.04 5.77 5.77 Chart    
BMO U.S. Dollar Balanced - F 5 stars 14.91 11.22 6.85 6.85 Chart    
BMO U.S. Dollar Dividend - A 5 stars 19.56 16.36 8.76 8.76 Chart    
BMO U.S. Dollar Dividend - Adv 5 stars 19.59 16.39 8.79 8.79 Chart    
BMO U.S. Dollar Dividend - F 5 stars 20.87 17.59 9.88 9.88 Chart    
BMO U.S. Dollar Monthly Income - F 5 stars 11.66 10.81 6.51 6.51 Chart    
BMO US Equity Advisor Series USD 5 stars 22.07 14.84     Chart    
Barometer Global Macro Pool Class A 5 stars 14.27 19.61 16.02 16.02 Chart    
Barometer Tactical Balanced Pl Cl A 5 stars 8.04 9.87 8.25 8.25 Chart    
Barometer Tactical Income Pool Cl A 5 stars 12.81 8.78 3.61 3.61 Chart    
Beutel Goodman Global Dividend B 5 stars 21.68 14.70 13.83 13.83 Chart    
Beutel Goodman Global Dividend F 5 stars 17.86 13.41 13.34 13.34 Chart    
Beutel Goodman Nth Amer Foc Eq Sr B 5 stars 11.80 16.42 10.91 10.91 Chart    
Beutel Goodman Nth Amer Foc Eq Sr D 5 stars 12.58 17.25 11.69 11.69 Chart    
Beutel Goodman Nth Amer Foc Eq Sr F 5 stars 12.98 17.66 12.08 12.08 Chart    
Black Creek Glob Lead Cl A US$ 5 stars 27.90 19.00 12.79 12.79 Chart    
Black Creek Glob Lead Cl F US$ 5 stars 29.38 20.37 14.08 14.08 Chart    
Black Creek Int. Eqty Cp Cl I US$ 5 stars 28.27 15.38 10.15 10.15 Chart    
BlackRock Dvsfd Mth Inc Ptfl Srs A 5 stars 5.28 8.40 3.02 3.02 Chart    
BlackRock Dvsfd Mth Inc Ptfl Srs D 5 stars 5.85 9.04 3.60 3.60 Chart    
BlueBay Emerg Mkts Corp bd D $US 5 stars 10.65 10.19 5.80 5.80 Chart    
BlueBay Emerg Mkts Corp bd F $US 5 stars 10.81 10.35 5.95 5.95 Chart    
BlueBay Emerg Mkts Corp bd O $US 5 stars 11.87 11.42 7.00 7.00 Chart    
BonaVista Canadian Equity 5 stars 9.34 15.93 7.31 7.31 Chart    
BonaVista Private Balanced 5 stars 8.61 9.97 6.80 6.80 Chart    
Brandes Canadian Money Market Sr F 5 stars 1.29 0.64 0.43 0.43 Chart    
CC&L Q Emerging Markets Equity Fund 5 stars 34.07 21.08 16.27 16.27 Chart    
CDSPI Aggressive Idx Pt (BlackRock) 5 stars 9.50 8.45 7.60 7.60 Chart    
CDSPI Canadian Equity Corp Cl (CI) 5 stars 15.77 14.88 8.98 8.98 Chart    
CDSPI Global Growth (Capital) 5 stars 18.26 11.03 13.31 13.31 Chart    
CDSPI Income & Growth Corp Cl (CI) 5 stars 10.40 9.34 5.84 5.84 Chart    
CI Signature Canadian Bal GIF Cl A 5 stars 7.05 5.24 2.55 2.55 Chart    
CI Signature Canadian Bal GIF Cl B 5 stars 8.27 6.41 3.71 3.71 Chart    
CI Signature Canadian Bal Seg II 5 stars 6.98 5.17 2.46 2.46 Chart    
CI Signature Canadian Segregated II 5 stars 12.70 11.43 5.69 5.69 Chart    
CI Signature High Yd Bd II Cl F U$ 5 stars 13.05 15.01 3.27 3.27 Chart    
CI Signature Select Canadian Seg II 5 stars 12.75 11.67 5.83 5.83 Chart    
CI Signature Select Cdn GIF Cl A 5 stars 12.77 11.53 5.77 5.77 Chart    
CI Signature Select Cdn GIF Cl B 5 stars 14.13 12.86 7.04 7.04 Chart    
CIBC Balanced Index Class A 5 stars 6.12 7.01 5.09 5.09 Chart    
CIBC Balanced Index Premium Class 5 stars 6.98 7.88 5.95 5.95 Chart    
CIBC Global Technology Cl A USD 5 stars 40.65 18.29 15.28 15.28 Chart    
CIBC Global Technology Class A 5 stars 31.68 12.75 18.35 18.35 Chart    
CIBC Int'l Small Comp Cl A 5 stars 33.90 9.83 16.30 16.30 Chart    
CIBC Nasdaq Index Premium Cl USD 5 stars 32.16 18.83 15.51 15.51 Chart    
CIBC UlSl Broad Mk Idx USD Prem Cl 5 stars 20.29 16.28 10.28 10.28 Chart    
Caldwell Canadian Val Momentum Sr O 5 stars 13.81 16.54 13.53 13.53 Chart    
Cambridge Glob Div Cp Cl F U$ 5 stars 25.40 16.74 9.23 9.23 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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