WRAP Funds Report – August 2019
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 MoreMutual Fund Focus List – June 2019
Heading into the second quarter, the consensus was that the next moves from global central banks was going to be a hike in interest rates. That changed about two-thirds of the way into the quarter as the friction caused by the trade wars started to have a real impact on the economic numbers, and with no end in sight, created real uncertainty about the future. This caused a complete 180 and the consensus shifted that the next move was going to be a cut by central banks, with the only real debate being how big of a cut. In this environment, we saw yields move lower. In Canada, the yield on the benchmark five year Government of Canada Bond fell from 1.52% to 1.39%, after peaking in mid-April at 1.66%.
Read MoreInvestment Fund Ranking Report – July 2019
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 July 2019 Investment Fund Ranking Report here.
Read MoreWRAP Funds Report – June 2019
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 MoreInvestment Fund Ranking Report – June 2019
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 June 2019 Investment Fund Ranking Report here.
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