Top Funds Report – June 2015
. Download a PDF copy of this report – Investment Markets Mixed in May Canadian equities under pressure from weaker commodities May was a mixed month in the equity markets, with U.S. equities rising, while Canadian, European and Asian markets finished lower in U.S. dollar terms. However, with the Canadian dollar continuing its slide against the greenback, investors in unhedged investments...
Read MoreInvestment Fund Ranking Report – May 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 May 2015 Investment Fund Ranking Report here.
Read MorePowerShares 1–5 Year Laddered Corporate Bond
Fund Company Invesco Canada Ltd. Fund Type Cdn Short Term Fixed Income Rating C Style Rules Based Risk Level Low Load Status Front End RRSP/RRIF Suitability Excellent Manager PowerShares Management Team MER 0.99% Fund Code AIM 53203 – Front End Units Minimum Investment $2,000 Analysis: In a recent speech, Bank of Canada Governor Stephen Poloz highlighted that the Canadian economy is once again...
Read MoreFidelity Small Cap America Fund
Manager Steve MacMillan has done a stellar job with this small cap offering since taking it over in 2011. In the past three years, it has gained more than 33%, outpacing both the index and peer group by a wide margin. This outperformance continued in the first quarter, gaining an impressive 18.9%, thanks to a strong showing from its consumer and technology names, combined with a falling Canadian...
Read MoreIA Clarington Canadian Conservative Equity Fund
Low volatility and excellent downside protection have been why this has been one of my favourite Canadian equity funds for the past few years. However, a recent uptick volatility has me a bit concerned. According to the managers, the reason for the higher volatility has been the fund’s significant weighting in the energy sector. Because of this, it has been un-characteristically dragged lower in...
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