Scotia Global Asset Management wins 15 awards at 2025 FundGrade A+® Awards
TORONTO, February 6, 2026 – 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 Funds in the Category | FundGrade Start Date |
| 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 |
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.
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.
Performance for Dynamic Active Credit Strategies Private Pool for the period ended December 31, 2025 is as follows: 5.95% (1 year), 7.92% (3 years), 3.45% (5 years), 4.26% (10 years), and 3.35% since inception (October 2018).
Performance for Dynamic Active Enhanced Yield Covered Options ETF (DXQ) for the period ended December 31, 2025 is as follows: 12.94% (1 year), 17.99% (3 years), N/A % (5 years), N/A (10 years), and 17.69 % since inception (Sept 2022).
Performance for Dynamic Active Preferred Shares ETF (DXP) for the period ended December 31, 2025 is as follows: 16.36 % (1 year), 16.54 % (3 years), 11.33% (5 years), N/A (10 years), and 7.68% since inception (January 2017).
Performance for Dynamic Active Ultra Short Term Bond ETF (DXV) for the period ended December 31, 2025 is as follows: 4.12% (1 year), 5.30% (3 years), 3.43% (5 years), N/A (10 years), and 3.14% since inception (March 2018).
Performance for Dynamic Power Balanced Fund for the period ended December 31, 2025 is as follows: 15.39 % (1 year), 19.67 % (3 years), 12.07% (5 years), 8.99% (10 years), and 8.62% since inception (March 2002).
Performance for Dynamic Preferred Yield Class for the period ended December 31, 2025 is as follows: 16.12% (1 year), 16.37% (3 years), 11.21% (5 years), 7.80% (10 years), and 5.97 % since inception (April 2013).
Performance for Dynamic Premium Balanced Private Pool Class for the period ended December 31, 2025 is as follows: 17.38 % (1 year), 18.01 % (3 years), 11.68% (5 years), 9.44% (10 years), and 8.02% since inception (June 2014).
Performance for Dynamic Short-Term Credit PLUS Fund for the period ended December 31, 2025 is as follows: 6.61% (1 year), 9.89% (3 years), N/A % (5 years), N/A (10 years), and 7.43% since inception (January 2022).
Performance for Dynamic U.S. Balanced Class for the period ended December 31, 2025 is as follows: 9.06 % (1 year), 20.83 % (3 years), 11.48 % (5 years), 10.75 %(10 years), and 10.45 % since inception (March 2011).
Performance for Scotia Canadian Growth Fund for the period ended December 31, 2025 is as follows: 16.31% (1 year), 25.64% (3 years), 17.15% (5 years), 10.96% (10 years), and 8.35 % since inception (June 2002).
Performance for Scotia Diversified Balanced Fund for the period ended December 31, 2025 is as follows: 14.96% (1 year), 15.51% (3 years), 9.99% (5 years), 9.03% (10 years), and 6.87% since inception (March 2001).
Performance for Scotia Nasdaq Index Fund for the period ended December 31, 2025 is as follows: 14.65% (1 year), 32.75% (3 years), 16.07% (5 years), 18.35% (10 years), and 20.17% since inception (December 2000).
Performance for Scotia U.S. Equity Fund for the period ended December 31, 2025 is as follows: 9.86% (1 year), 28.37% (3 years), 16.92% (5 years), 15.68% (10 years), and 16.10% since inception (January 2002).
Performance for Scotia Wealth Canadian Corporate Bond Pool for the period ended December 31, 2025 is as follows: 4.92% (1 year), 6.84% (3 years), 2.42 % (5 years), 3.35% (10 years), and 4.35% since inception (June 2008).
Performance for Scotia Wealth High Yield Income Pool for the period ended December 31, 2025 is as follows: 5.14% (1 year), 8.79% (3 years), 12.78% (5 years), 6.69% (10 years), and 7.66 % since inception (February 2009).
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments, including ETFs. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in units value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated.
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.