Socially Responsible Investing Report – May 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 May 2014...
Read MoreWRAP Funds Report – May 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 – May 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 May 2014 Investment Fund Ranking Report here.
Read MoreTop Funds Report – May 2014
Download the PDF Version of this report Canadian Equities Lead the Way Second quarter starts much like the first ended – bonds higher, global equities mixed. After a solid first quarter, April offered a bit of everything for investors. Fixed income and Canadian equities provided modest gains, while global equities were mixed. Directionless economic data combined with modest...
Read MoreSentry REIT Fund
For the longest time, this was the go-to real estate fund in Canada. It was consistently one of the best performers in the space, handily outpacing its peer group between 2009 and 2011. However, since 2012, performance has lagged substantially, as investors piled into the fund chasing its former glory. The fund essentially became a victim of its own success. Now at $1.2 billion in assets, the...
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