WRAP Funds Report – June 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 MoreInvestment Fund Ranking Report – June 2014
Each month, we analyze more than 1500 mutual funds, pooled funds, and hedge funds putting them through our proprietary quantitative valuation model. We then prepare our Monthly Fund Ranking Report which rates and ranks each of the funds in our universe. You can download our June 2014 Investment Fund Ranking Report here.
Read MoreTop Funds Report – June 2014
Download the PDF Version of this report Canadian Equities Modestly Lower Global equities and bonds rally higher on central bank actions. Both equities and bonds rallied higher in May, rewarding investors with positive returns. One notable exception were Canadian equities, which were weaker, dropping 0.3% in the month thanks to a selloff in the resource sector. With tensions between the Ukraine...
Read MoreTrimark Europlus Fund
Managed by the team of Michael Hatcher and Matt Pedan, this fund is managed in a near identical fashion to other Trimark branded offerings. The managers have built a concentrated portfolio of what they believe to be best in class companies that are based in Europe. Companies they look for are typically leaders in their respective fields, with high defendable barriers to entry, sustainable...
Read MoreMackenzie Ivy European Class
While the Dynamic offering above has a bit of juice to it, this Ivy offering is the opposite, providing exposure to a conservative, concentrated portfolio of high quality, European based companies. It is managed using the same fundamentally driven, bottom up process that is used with all Ivy branded funds. It looks to win over the long term by not losing as much. The outcome of the process is...
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