Mackenzie Ivy Foreign Equity Fund
With market volatility expected to remain high for the next few quarters, risk adverse investors may want to consider adding some of the Ivy Foreign Equity Fund into their portfolios as a core global equity holding. Capital preservation is hallmark with this fund as it looks to provide long-term growth through investing in a concentrated portfolio of high quality companies.
Read MoreInvestment Funds Ranking Report – May 2012
Each month, we analyze more than 1200 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 31, 2012 Investment Fund Ranking Report here.
Read MoreOMEGA Consensus International Equity Fund
The Omega Consensus International Equity Fund is an interesting fund that looks to identify the top 50 stocks that are ranked on a number of factors that are used by some of the most successful investors of all time including Warren Buffett, Peter Lynch, Ben Graham, and Martin Zweig. Each of the managers uses a different style and approach and bases their investment decisions on different criteria.
Read MoreMay 2012 Market Recap
Whoever said that April was the cruelest month likely didn’t have any money invested in the global equity markets in May. Equity markets were hit particularly hard, with the MSCI EAFE Index dropping by more than 7% during the month. The S&P 500 fell by 6% in U.S. dollar terms, while closer to home, the S&P/TSX Composite Index dropped by 6.1%. Europe was again hit very hard, with the MSCI Europe Index sinking by 12.1% as concerns over the debt crisis continue to mount. This time around, investors focused their attention on Spain, particularly the country’s banks which are in serious trouble since the country’s property bubble burst in 2008. Many banks are on the verge of failure and without a bailout plan will go under, dragging the country with them. In Greece, despite their best efforts, a coalition government could not be formed, forcing the country back to the polls. These events, coupled with the recession that is crippling the region, spurred the selloff.
Read MoreMarket Commentary May 2012
Whoever said that April was the cruelest month likely didn’t have any money invested in the global equity markets in May. Equity markets were hit particularly hard, with the MSCI EAFE Index dropping by more than 7% during the month. The S&P 500 fell by 6% in U.S. dollar terms, while closer to home, the S&P/TSX Composite Index dropped by 6.1%.
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