Fidelity Income Allocation Fund
Over the past several years, the balanced funds at Fidelity have improved dramatically. They are now run much like a fund of funds, investing in underlying pools run by some of Fidelity’s top managers. The fund’s asset mix is managed by Geoff Stein, who was recently joined by David Wolf, formerly of the Bank of Canada. They monitor the macro outlook, market fundamentals, and investor sentiment,...
Read MoreTop Funds Report – January 2015
Download a PDF version of this report Market Volatility Spooks Investors Many looking for best way to preserve capital while still earn modest returns Recently, I was having a conversation with an advisor friend, and the topic of the current market environment came up. He, like many investors and advisors is very focused on generating modest returns, in a very risk managed fashion. His...
Read MoreDecember 2014 Portfolio Review
You can download our monthly portfolio report here. For those looking for even more detail, I am also providing additional reports generated from Morningstar which show even more detail regarding the portfolios. A summary report can be downloaded here, while the more detailed report can be downloaded here. Despite Canadian and international equity markets finishing down in December, the...
Read MoreSocially Responsible Investing Report – December 2014
With environmental and human rights concerns becoming more important to people, interest in the Socially Responsible Investing segment has never been stronger. In an effort to help keep investors and advisors informed on the SRI funds available, we have created our monthly Socially Responsible Investing Fund Report, which will be published on a monthly basis. You can download the December 2014...
Read MoreWRAP Funds Report – December 2014
Fund of Fund or WRAP funds have consistently led the mutual funds sales stats in the past few years. Investor and advisor interest in the products are at an all time high, given the unprecedented levels of market volatility and uncertainty that is prevalent in the markets today. To help you zero in on the best WRAP funds available, we have created our new Monthly WRAP Funds Report that will be...
Read More