Recommended List of Funds – October 2015
Download the PDF Version of the report here List Changes Additions There were no funds added to the list at this update. Deletions Manulife Monthly High Income Fund (MMF 583 – Front End Units, MMF 483 – DSC Units) – 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...
Read MoreLow-volatility funds not yet ready for prime time
http://www.theglobeandmail.com/globe-investor/low-volatility-funds-not-yet-ready-for-prime-time/article26803584/ By Shirley Won Low volatility funds are the newer kids on the block, garnering attention as investors grow weary of wild market swings. In the past five years, the Canadian investment industry has launched mutual funds and exchanged-traded funds [ETFs] designed to help investors sleep...
Read MoreSeptember 2015 Portfolio Review
September was another tough month for the portfolios, with each finishing in the red. 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 show even more detail regarding the portfolios. A summary report can be downloaded here, while the more detailed report can be downloaded...
Read MoreSocially Responsible Investing Report – September 2015
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 August 2015...
Read MoreWRAP Funds Report – September 2015
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...
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