Dave

Determining Truly Active Management

If you want to beat the index, you can’t look like the index For many do if yourself investors actively managed mutual funds are considered to be a sucker’s bet. They believe that active funds offer nothing more than poor investment returns and high fees. Their rationale is that you can simply go out and buy a low cost ETF that will provide the same investment exposure at a much lower cost....

Read More

Investing in Europe

Risk of a catastrophe in the region reduced considerably When the European Central Bank announced that they would be buying an unlimited number of bonds to help inject liquidity into the Eurozone’s fragile economy, the likelihood of a big blow-up in the region was lessened considerably. While the risks may be lessened, the debt crisis is still far from being solved and until it is, there is...

Read More

Mutual Fund and ETFs Update – November 2012

Volume 18, Number 11 November 2012 Single Issue $15.00 In this issue: What’s New Mutual Fund Recommended List Review The Changing Role of Fixed Income Determining Truly Active Management Investing in Europe PDF version of this issue     WHAT’S NEW Mutual fund sales up year over year – According to data released by the Investment Funds Institute of Canada, mutual fund sales in...

Read More

Bissett Focus Balanced Fund

What makes this fund unique is that it is a quantitatively managed balanced fund that uses a computerized security selection process based on Bissett’s proprietary model. It looks primarily for North American stocks that exhibit fundamental factors that indicate the likelihood of stock price appreciation.

Read More

HSBC Mortgage Fund

Like most mortgage funds, this one is pretty simple. It invests in residential first mortgages on property that is located in Canada. Mortgage funds can be a great alternative to money market or short term bond funds, as they provide a regular yield and are typically very stable. This fund is no exception.

Read More