Socially Responsible Investing Report – June 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 June 2015...
Read MoreHorizons Active Canadian Dividend ETF
This actively managed dividend ETF is managed by Sri Iyer and his team at Guardian Capital, using a proprietary, multi factor quantitative model that screens the Canadian equity universe looking for positive rates of change in the fundamentals of companies. The model looks at 31 key factors including growth, payout ratios, efficiency, valuation and investor sentiment. Each of the factors is...
Read MoreBeutel Goodman Balanced Fund
This is essentially a fund of Beutel Goodman managed funds including Beutel Goodman Canadian Equity and Beutel Goodman Income. It invests in the American and International Equity Funds to gain its foreign equity exposure. Mark Thomson, who also runs the Canadian Equity fund is responsible for the asset mix. It has a target mix of 40% bonds and 60% equities. It is not expected to stray too far...
Read MoreBMO MSCI EAFE Index (C$ Hedged) ETF (TSX: ZDM)
Earlier in the year, the valuation levels of EAFE equities looked quite compelling. That’s not the case so much anymore, after an impressive 8.7% gain in the past three months helped close that valuation gap. Most of these gains were driven by the European Central Bank’s stimulus program was launched in March, and recent economic data that shows growth is returning to many European economies. At...
Read MoreiShares 1-5 Year Laddered Corporate Bond
Investing in a laddered portfolio of credits with maturities between one and five years, it offers both a higher yield and shorter duration to the iShares Canadian Short Term Bond Index ETF. Barring a complete collapse in the credit markets, I would expect that higher yielding corporate bond names will outperform government issues, even in the shorter part of the curve. That makes this my top...
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