WRAP Funds Report – January 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 MoreSocially Responsible Investing Report – January 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 January 2013...
Read MoreModel Portfolio Review – January 2013
In addition to posting strong positive gains, all portfolios managed to outpace their respective benchmarks. The Manulife Strategic Income Fund, CI Harbour Fund and Renaissance Global Health Care Fund added to the outperformance, while the Mackenzie Ivy Foreign Equity Fund was the biggest detractor. The risk reward profiles of all of the portfolios remain with expected ranges. You can download...
Read MoreTop Funds Report – February 2013
Download the PDF Version of this Report 2013 Starts out Strong for Equity Markets S&P 500 shows best monthly gain since October 2011. All equity markets in the black. Bonds post losses. 2013 started out very well with all major equity markets in positive territory. The S&P/TSX Composite Index gained 2.25% during the month, but lagged its global brethren. The S&P 500 gained...
Read MoreManulife Yield Opportunities Fund
As the name suggests, this tactically managed fund invests in a wide range of yield producing securities including fixed income, high yield bonds, dividend paying equities, and REITs. It has a go anywhere mandate, and currently nearly half the fund is invested in the U.S., a third in Canada and the balance spread among a wide range of countries.
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