Skip navigation

Globefund 5-Star Funds
as of August 16, 2018
Funds 51 to 100 from 1644 found

Sort by: Asset Class (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
Fidelity Asiastar Class Series P3 5 stars 19.60 15.76     Chart    
Fidelity Far East Class F 5 stars 14.55 16.39 10.22 10.22 Chart    
Fidelity Far East Class Srs F5 5 stars 14.55 16.39 9.91 9.91 Chart    
Fidelity Far East Class Srs F8 5 stars 14.65 16.46 9.85 9.85 Chart    
Fidelity Far East Fund Series F 5 stars 14.58 16.39 10.24 10.24 Chart    
Fidelity Far East Fund Series F5 5 stars 14.64 16.44 9.92 9.92 Chart    
Fidelity Gl Nat Resources Fd Sr F 5 stars 20.94 9.89 6.74 6.74 Chart    
Fidelity Gl Nat Resources Fd Sr P1 5 stars 21.03 9.97     Chart    
Fidelity Gl Nat Resources Fd Sr P2 5 stars 21.17 10.12     Chart    
Fidelity Gl Nat Resources Fd Sr P3 5 stars 21.18 10.22     Chart    
Fidelity Gl Nat Resources Fd Sr P4 5 stars 21.38 10.32     Chart    
Fidelity Gl Nat Resources Fd Sr P5 5 stars 21.28 10.19     Chart    
Fidelity Glo Nat Resources Cl P1 5 stars 20.98 9.96     Chart    
Fidelity Glo Nat Resources Cl P2 5 stars 21.15 10.10     Chart    
Fidelity Glo Natural Res Cl Sr P3 5 stars 21.25 10.13     Chart    
Fidelity Global Natural Res Cl-F 5 stars 20.94 9.88 6.73 6.73 Chart    
First Asset Canadian REIT ETF 5 stars 12.49 8.72 13.28 13.28 Chart    
First Asset REIT Income Cl F 5 stars 12.06 7.56 12.10 12.10 Chart    
First Asset REIT Income Class A 5 stars 10.85 6.39 10.84 10.84 Chart    
First T Alp DX US Fin Sec Index ETF 5 stars 15.15 16.42 10.52 10.52 Chart    
GBC American Growth Fund 5 stars 26.46 16.90 5.47 5.47 Chart    
GBC American Growth Fund USD 5 stars 21.29 17.66 5.64 5.64 Chart    
Glbevest Cap Tact Cov OpFd Sr F 5 stars 9.46 7.90     Chart    
Golden Opportunities Innov Cl I 5 stars 25.98 15.75 11.10 11.10 Chart    
Golden Opportunities Innov Cl IF 5 stars 33.91 22.48     Chart    
Goodwood Milford LP Class S 5 stars 0.93 3.82 3.09 3.09 Chart    
Hillsdale Gl Perf EqFd Cl A U$ 5 stars 11.10 15.80     Chart    
Horizons Seasonal Rotation ETF 5 stars 9.42 7.26 7.23 7.23 Chart    
IAC Cdn Small Cap -P 5 stars 12.11 10.12 9.68 9.68 Chart    
IAC Cdn Small Cap Cl-P 5 stars 12.03 9.98 9.78 9.78 Chart    
Invesco FTSE RAFI Gl Sm-Mid ETF 5 stars 17.41 16.03 10.96 10.96 Chart    
Invesco FTSE RAFI Gl Sm-Mid ETF USD 5 stars 12.78 16.13 10.93 10.93 Chart    
Invesco S&P Em Mrkts LV Idx ETF 5 stars 10.86 8.30 4.54 4.54 Chart    
Investors Greater China Class-J DSC 5 stars 17.57 21.87 8.74 8.74 Chart    
Investors Greater China Class-J NL 5 stars 17.58 21.88 8.71 8.71 Chart    
Investors Greater China Class-U 5 stars 19.04 23.36 10.02 10.02 Chart    
JC Clark Canadian Value B 5 stars 18.91 10.86 4.87 4.87 Chart    
Kensington Private Equity Class E 5 stars 14.24 12.39 10.69 10.69 Chart    
Kensington Private Equity Class G 5 stars 14.77 13.81 12.06 12.06 Chart    
LDIC N Amer Sm Busns Corp Cl Srs F1 5 stars 14.93 16.39     Chart    
LDIC North Amer SmBusinessCrpClSrsA 5 stars 14.49 15.86 14.92 14.92 Chart    
Lysander Crusader Eqty Inc Sr A 5 stars 9.10 11.65 9.65 9.65 Chart    
Lysander Crusader Eqty Inc Sr F 5 stars 10.33 12.92 10.88 10.88 Chart    
Mackenzie US Md Cp Gwt CN Cl D 5 stars 16.81 16.26 11.61 11.61 Chart    
Mackenzie US Md Cp Gwt CN Cl FB 5 stars 17.08 16.52     Chart    
Mackenzie US Md Cp Gwt CN Cl PWX 5 stars 18.70 18.14 13.41 13.41 Chart    
Mackenzie US Md Cp Gwt CN Cl PWX8 5 stars 18.70 18.14 13.42 13.42 Chart    
Mackenzie US Mid Cp Gwt Cl B 5 stars 20.76 15.24 10.85 10.85 Chart    
Mackenzie US Mid Cp Gwt Cl D 5 stars 21.60 16.04 11.60 11.60 Chart    
Mackenzie US Mid Cp Gwt Cl F USD 5 stars 16.88 16.58 12.11 12.11 Chart    
Previous Next
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.

Back to top