Top Funds Report – May 2013
Download the PDF Version of this Report Global Markets Rally Sharply Higher Weakness in gold and materials continues to weigh on Canadian equities Global equities continued their impressive streak of gains while Canadian equities were lower thanks to continuing weakness in the materials and energy sectors. The S&P/TSX Composite Index shed 2.07%, while the S&P 500 gained 0.95% in...
Read MoreModel Portfolio Review – April 2013
Despite weakness in the broader Canadian equity markets, each of the portfolios was again positive for the month of April. This brings the streak of positive performance to eleven months in a row for the Conservative Portfolio. Our Moderate Balanced, Balanced and the Balanced Growth Portfolios have also been performing well, posting gains for the past nine months in a row. The biggest...
Read MoreTempleton International Stock Fund
Investing in companies located outside of North America, the Templeton International Stock Fund relies very heavily on the 26 member Templeton global equity team. Using a disciplined, bottom up value driven approach, they look for companies that have strong fundamentals, yet are trading below their true value.
Read MoreInvestment Fund Ranking Report – April 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 April 2013 Investment Fund Ranking Report here.
Read MoreSocially Responsible Investing Report – April 2013
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 April 2013...
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