WRAP Funds Report – March 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 – March 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 March 2013 Investment Fund Ranking Report here.
Read MoreTop Funds Report – April 2013
The first quarter of 2013 rewarded investors, as global equity markets surged higher. The U.S. led the way with the S&P 500 rising by nearly 13%, finishing at a record high. International equities were also strong, as the MSCI EAFE Index and MSCI World Index rose by 7.4% and 10.1% respectively. Were it not for the rise in the Canadian dollar, these gains would have been even higher.
Read MoreEthical Global Equity
Fund Company NEI Investments Fund Type Global Equity Rating C Style Growth Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Manning Napier Advisors since April 2009 MER 2.71% Code NWT 069 – Front End Units NWT 169 – DSC Units Minimum Investment $500 Analysis: For some, investing is more than just making money. They want to know that they can make a...
Read MoreDynamic Blue Chip Equity Fund
Formerly known as the Dynamic Focus+ Equity Fund, this go anywhere equity fund is managed with the underlying philosophy that they are not simply investing in a stock, but are instead buying into a company. The manager looks for strong, well managed businesses with a demonstrated history of generating attractive returns on invested capital. They seek out high quality businesses that have pricing power and attractive growth opportunities. Valuation is also a key consideration as the they do not want to overpay.
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