Dynamic Power Global Growth Class
The overwhelming majority of the time, I focus on funds that do a great job at managing volatility and protecting capital. This fund is definitely an exception to that, with a standard deviation that is nearly double the MSCI World Index, a beta that is well north of 1, and upside and downside capture ratios that will leave you shaking your head. Managed by Noah Blackstein, this is a...
Read MorePowerShares Canadian Dividend Index
Fund Company Invesco Canada Fund Type Canadian Dividend & Income Equity Rating A Style Value Risk Level Medium Load Status Front End RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager PowerShares Management Team MER 1.82% Code AIM 44203 – Front End Units Minimum Investment $2,000 Analysis: Launched just over five years ago today, the PowerShares Canadian Dividend Index Fund...
Read MoreWRAP Funds Report – October 2014
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...
Read MoreTop Funds Report – October 2014
Download the PDF Version of this report The Beginning of the End? Volatility returns with a vengeance leaving many asking if this is a repeat of 2008 Historically, September and October have been the cruelest months for investors, and this year is no exception. Between September 1 and October 15, the S&P/TSX Composite dropped by 12%, the MSCI EAFE plunged by nearly 15%, and the...
Read MoreRenaissance Optimal Growth & Income Portfolio
Like the highly regarded Renaissance Optimal Income Portfolio, this invests in a number of other funds offered by CIBC’s Renaissance brand. It is like a traditional 60/40 balanced portfolio. Within the fixed income sleeve, it provides exposure to not only traditional bonds, but also high yield, floating rate notes, and global bonds. The equity component is income focused, with the Renaissance...
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