Scotia Global Asset Management wins 15 awards at 2025 FundGrade A+® Awards
MWN-AI** Summary
Scotia Global Asset Management achieved remarkable recognition at the 2025 FundGrade A+® Awards, securing a total of 15 prestigious awards. These accolades, presented by Fundata Canada Inc., honor investment funds and managers that have shown exceptional risk-adjusted performance over the past year. Neal Kerr, Head of Scotia Global Asset Management, emphasized that these awards reflect the dedication and expertise of their investment teams in providing superior results across various asset classes and investment vehicles.
Among the honored funds, several stood out in distinct categories. In fixed income, the Dynamic Active Ultra Short Term Bond ETF and the Dynamic Active Credit Strategies Private Pool were distinguished, along with the Scotia Wealth High Yield Income Pool. Notably, the Dynamic Active Preferred Shares ETF also received accolades, showcasing Scotia's strength in managing income-focused strategies.
In the equity category, the Scotia Canadian Growth Fund and the Dynamic Active Enhanced Yield Covered Options ETF were recognized for their exemplary performance. Additionally, the Scotia Nasdaq Index Fund and Scotia U.S. Equity Fund, both in the U.S. equity category, demonstrated consistent returns, further solidifying Scotia's effective investment approach.
The balanced category featured the Dynamic Power Balanced Fund and the Scotia Diversified Balanced Fund, highlighting Scotia's competency in offering well-rounded investment solutions. The Dynamic Short Term Credit PLUS Fund was acknowledged in the alternatives category, showcasing innovation in credit-focused investment strategies.
The FundGrade A+® Awards are awarded based on a rigorous evaluation process, measuring a fund's performance through metrics like the Sharpe Ratio and Sortino Ratio. This recognition marks a significant achievement for Scotia Global Asset Management, reinforcing its commitment to delivering quality investment solutions for clients.
MWN-AI** Analysis
Scotia Global Asset Management's impressive haul of 15 awards at the 2025 FundGrade A+® Awards signals a robust investment strategy. This recognition reflects not only the firm’s commitment to high performance across diverse asset classes but also positions it favorably in the highly competitive asset management landscape. Investors looking for reliable options might consider these award-winning mutual funds and ETFs for their portfolios.
The awards highlight impressive funds such as the Dynamic Active Ultra Short Term Bond ETF and the Scotia Canadian Growth Fund, which have shown strong risk-adjusted performances. For investors leaning towards fixed income, the diversification within Scotia's offerings—spanning short-term bonds to high-yield income pools—provides a solid mix of security and income generation.
Equity investors may find value in Scotia’s focus on growth through funds like the Scotia Nasdaq Index Fund, while the Dynamic Active Enhanced Yield Covered Options ETF offers exposure to North American equities with a compelling yield strategy. The balanced funds, notably the Dynamic Power Balanced Fund, present a strategic blend of equity and fixed income, catering to those with moderate risk appetites.
Given the volatility often seen in current markets, these awards can serve as a helpful benchmark for assessing potential investments. The FundGrade A+® ratings are based on rigorous performance metrics, including Sharpe and Sortino ratios, which underline the funds' ability to deliver returns without taking on excessive risk.
In conclusion, as Scotia Global Asset Management continues to garner accolades for its strategic investment approach, investors would be wise to evaluate these funds in light of their individual risk tolerance and long-term financial goals. Consider incorporating these award-winning options to bolster portfolio resilience and performance.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
Canada NewsWire
TORONTO, Feb. 6, 2026 /CNW/ - Scotia Global Asset Management's investment teams were recognized with 15 awards at the annual FundGrade A+® Awards, presented by Fundata Canada Inc. The awards celebrate investment funds and managers that have demonstrated outstanding, risk-adjusted performance over the past year.
"This recognition is a meaningful acknowledgement of the discipline and commitment our investment teams bring to delivering outstanding results for our clients across asset classes, investment vehicles and brands," said Neal Kerr, Head, Scotia Global Asset Management.
Scotia Global Asset Management's award-winning mutual funds and ETFs for 2025 are:
Fund Name | CIFSC Category | Number of | FundGrade |
FIXED INCOME | |||
Dynamic Active Ultra Short Term Bond ETF (DXV) | Canadian Short Term Fixed Income | 82 | 2018-12-31 |
Dynamic Active Credit Strategies Private Pool | Multi-Sector Fixed Income | 58 | 2015-12-31 |
Scotia Wealth High Yield Income Pool | Multi-Sector Fixed Income | 58 | 2015-12-31 |
Dynamic Active Preferred Shares ETF (DXP) | Preferred Share Fixed Income | 29 | 2017-12-31 |
Dynamic Preferred Yield Class | Preferred Share Fixed Income | 29 | 2015-12-31 |
Scotia Wealth Canadian Corporate Bond Pool* | Canadian Corporate Fixed Income | 42 | 2016-12-31 |
EQUITY | |||
Scotia Canadian Growth Fund | Canadian Focused Equity | 71 | 2015-12-31 |
Dynamic Active Enhanced Yield Covered Options ETF (DXQ) | North American Equity | 34 | 2022-12-31 |
Scotia Nasdaq Index Fund** | U.S. Equity | 256 | 2015-12-31 |
Scotia U.S. Equity Fund | U.S. Equity | 256 | 2015-12-31 |
BALANCED | |||
Dynamic Power Balanced Fund | Canadian Equity Balanced | 56 | 2015-12-31 |
Dynamic U.S. Balanced Class | Global Equity Balanced | 190 | 2015-12-31 |
Dynamic Premium Balanced Private Pool Class | Tactical Balanced | 51 | 2015-12-31 |
Scotia Diversified Balanced Fund*** | Tactical Balanced | 51 | 2015-12-31 |
ALTERNATIVES | |||
Dynamic Short Term Credit PLUS Fund | Alternative Credit Focused | 29 | 2022-12-31 |
The FundGrade calculation date for the awards is December 31, 2025. |
* Scotia Wealth Canadian Corporate Bond Pool is sub-advised by Guardian Capital LP. |
** Scotia Nasdaq Index Fund is sub-advised by State Street Investment Management. |
*** Scotia Diversified Balanced Fund is sub-advised by Connor, Clark & Lunn Investment Management. |
For more information on these funds, please visit scotiagam.com
Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed their values change frequently, and past performance may not be repeated.
About Scotia Global Asset Management
Scotia Global Asset Management® is a business name used by 1832 Asset Management L.P., a limited partnership, the general partner of which is wholly owned by Scotiabank. Scotia Global Asset Management offers a range of wealth management solutions, including mutual funds, ETFs, liquid alternative mutual funds, private asset funds and customized investment solutions for institutions and managed asset programs. For more information, please visit www.scotiagam.com.
About Scotiabank
Scotiabank's vision is to be our clients' most trusted financial partner and deliver sustainable, profitable growth. Guided by our purpose: "for every future," we help our clients, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. With assets of approximately $1.5 trillion (as at October 31, 2025), Scotiabank is one of the largest banks in North America by assets, and trades on the Toronto Stock Exchange (TSX: BNS) and New York Stock Exchange (NYSE: BNS). For more information, please visit www.scotiabank.com and follow us on X @Scotiabank.
About the Fundata FundGrade A+® Awards
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the "best of the best" among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from "A" to "E" receives a score from 4 to 0, respectively. A fund's average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata. For standard performance data of the funds listed above, click here.
SOURCE Scotiabank
FAQ**
How does Scotia Global Asset Management's recognition with awards at the FundGrade A+® Awards reflect on the overall performance of funds like the Bank Nova Scotia Halifax Pfd 3 BNS?
What strategies did Scotia Global Asset Management employ to achieve the high risk-adjusted performance that led to winning multiple FundGrade A+® Awards, specifically in relation to the Bank Nova Scotia Halifax Pfd 3 BNS?
In what ways might the achievements of Scotia Global Asset Management impact investor confidence in funds like the Bank Nova Scotia Halifax Pfd 3 BNS moving forward?
Can you provide insights into how the FundGrade A+® Awards criteria apply to specific Scotia funds, particularly those performing alongside the Bank Nova Scotia Halifax Pfd 3 BNS?
**MWN-AI FAQ is based on asking OpenAI questions about Bank of Nova Scotia (The) (TSXC: BNS:CC).
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