November 2015 Portfolio Review
Global equity markets were mixed, with the S&P 500 gaining a modest 0.3% in U.S. dollar terms. However, thanks to a further rise in the U.S. dollar, the return was 2.4% in Canadian dollar terms. The MSCI EAFE Index was in the red in local currency terms, but managed to eke out a 0.4% rise in Canadian dollar terms. With China continuing to struggle, the MSCI Emerging Markets Index lost nearly...
Read MoreManulife Strategic Income Fund
Fund Card Managed by a team headed by Dan Janis, this tactically managed global bond fund focuses on four key risks for investors; interest rate risk, credit risk, currency risk, and liquidity risk. For the quarter, it gained 1.75%, outpacing its peers. In a recent commentary, Charles Tomes, a trader, and member of the management team of this fund said they expect the recent high levels of...
Read MoreManulife Monthly High Income Fund
Fund Card I added this high quality Canadian balanced fund to the Recommended List in December 2015. It is managed by the team of Alan Wicks and Jonathan Popper, with an equity approach that is rooted in a value philosophy that looks for businesses that generate high and sustainable profits that are trading at attractive valuations. The fixed income sleeve is managed using a combination top down...
Read MoreOctober 2015 Portfolio Review
Equity markets bounced back nicely in October, and so too did the model portfolios. The Conservative Portfolio gained a modest 0.9%, while the Growth Portfolio gained a respectable 4.2%. The Balanced Portfolio was up by 2.2%. You can download our standard monthly portfolio report here. For those looking for even more detail, I am also providing additional reports generated from Morningstar which...
Read MoreInvestment Fund Ranking Report – October 2015
Each month, we analyze more than 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 2015 Investment Fund Ranking Report here.
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