WRAP Funds Report – July 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 – July 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 July 2013 Investment Fund Ranking Report here.
Read MoreMutual Funds/ETFs Update – August 2013
PDF Copy of this Edition What’s New Vanguard surpasses $1 billion in Canada – In just over the year and a half since their arrival in Canada, Vanguard Investments surpassed the billion dollar mark in their family of 11 low cost ETFs. To celebrate, the firm filed a preliminary prospectus that includes seven new exchange traded funds. New offerings include the Vanguard FTSE Canadian All Cap...
Read MoreCundill Canadian Balanced Fund
Manager Lawrence Chin use the same deep value style that has become synonymous with the Cundill name. The approach is almost contrarian, buying stocks when they are most hated by the markets. Over the long term, this has provided strong returns for investors with modest levels of risk. However, during shorter periods of time, it has the potential to experience higher levels of volatility, which can lead to periods of underperformance.
Read MoreRenaissance Optimal Income Portfolio
The portfolio is a fairly static mix of a number of Renaissance offered funds. The target asset mix is set at 30% Renaissance Canadian Bond Fund, 25% Renaissance Canadian Dividend Fund, 15% Renaissance Global Infrastructure Fund, 15% Renaissance High Yield Bond Fund, 10% Renaissance Global Bond Fund, and 5% Renaissance Real Return Bond Fund. This mix stays pretty consistent over time, with portfolio turnover averaging about 3% a year for the past five years.
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