May 2018 Portfolio Review
In this environment, the portfolios each finished higher. The Conservative Portfolio rose by 0.3%, the Balanced Portfolio gained 0.9%, and the all equity Growth Portfolio was higher by 1.5%. The portfolios again trailed their benchmarks, with the defensively positioned Fidelity Canadian Large Cap Fund and the Mackenzie Ivy Foreign Equity Fund weighing on relative performance. These funds continue to position for a more volatile market environment.
Read MoreWRAP Funds Report – May 2018
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 MoreSocially Responsible Investing Report – May 2018
With environmental, sustainability, and governance factors 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...
Read MoreInvestment Fund Ranking Report – May 2018
Each month, we analyze nearly 2500 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 based on a number of key risk / reward metrics. You can download our May 2018 Investment Fund Ranking Report here.
Read MoreTop Funds Report – May 2018
Download a PDF Copy of this report Stocks positive but yield concerns loom Rising inflation rates and geopolitical tensions could create headwinds… The stock market volatility that characterized trading in February and March continued through most of April. Geopolitical headlines dominated the news, with the growing prospect of a trade war between the U.S. and China, as well...
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