Top Funds Report – February 2014
Download the PDF Version of This Report Equities Mixed as Bonds Rally Higher Uncertainty around emerging markets and strength of economy weighs on sentiment. January was a bumpy ride for investors with global equity markets mixed. In Canada, a strong rebound from the gold sector helped the S&P/TSX Composite Index gain 0.82% for the month. Global markets didn’t fare quite as well, as the...
Read MoreModel Portfolio Review – January 2014
The portfolios started the year off with gains, with the Conservative Portfolio leading the way, gaining 2.3% in the month. The strong performance was largely the result of the fixed income holdings, particularly the Manulife Strategic Income Fund and the TD Real Return Bond Fund, both of which posted strong gains, but also outpaced the broader bond market. Except for the Renaissance...
Read MoreSocially Responsible Investing Report – January 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 January 2014...
Read MoreWRAP Funds Report – January 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 – January 2014
Each month, we analyze nearly 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 January 2014 Investment Fund Ranking Report here.
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