WRAP Funds Report – October 2013
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 – October 2013
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 October 2013 Investment Fund Ranking Report here.
Read MoreEdgePoint Global Portfolio
The portfolio is very concentrated holding 37 stocks, with the top 10 holdings making up nearly 40% of the fund. Given the investment approach, they are benchmark agnostic. As a result, the fund looks nothing like its benchmark, holding significant overweight positions in technology and healthcare. It has very little exposure to energy and materials, which is not surprising given their emphasis on sustainable free cash flow.
Read MoreCIBC U.S. Small Companies Fund
Despite a rough start in 2011, the performance has definitely improved since the new management team at the Boston Company Asset Management took over the fund in August 2010. For the three years ending October 31, the fund gained 17.8%, finishing in the top quartile. Volatility has also been higher than both the benchmark and the average of other U.S. small cap funds.
Read MoreRenaissance Global Health Care
am a firm believer in including some healthcare exposure in a portfolio for its defensive characteristics and diversification benefits. This fund used to be my favourite in the sector until the high fees and middle of the road performance dampened my enthusiasm.
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