Investment Fund Ranking Report – February 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 February 2018 Investment Fund Ranking Report here.
Read MoreTop Funds Report – February 2018
Download a PDF Copy of this report Volatility Returns to Markets Normal-course market correction brings valuation levels back down to earth Markets came bursting out of the gate in early January, making it look a lot like “2017, the sequel.” U.S. and global markets rallied higher, with the S&P 500 gaining 5.7% in U.S. dollar terms, and the MSCI EAFE Index rising 5.0%. Emerging...
Read MoreJanuary 2018 – Portfolio Review
2018 started much like 2017 ended, with U.S. and global markets rallying higher. The S&P 500 gained 5.7% in U.S. dollar terms, and the MSCI EAFE Index gained 5.0%. Emerging markets, driven by a 12.5% surge in China were also very strong, as the MSCI Emerging Markets Index gained 8.3%. Closer to home, the S&P/TSX Composite bucked the global trend, and sold off modestly, falling 1.4% on weaker energy. The Energy sector lost 5.4% even as the price of oil rallied higher by more than 7%.
Read MoreRecommended List of Mutual Funds – January 2018
Franklin Bissett Core Plus Bond Fund (TML 200 – Front End Units, TML 515 – Low Load Units) – Over the past few years, Franklin Bissett has quietly grown out its fixed-income team and the results are now starting to show. This was one of the strongest-performing bond funds in 2016, gaining 3.3%, placing it in the first quartile for performance and outpacing its peers. In 2017, the fund gained 2.9%, while the broader Canadian market was rose by 2.5%.
The fund’s goal is to provide strong risk-adjusted returns and a steady income stream over a full market cycle. To do this, the management team, headed by Tom O’Gorman, uses a process of top-down macro analysis and bottom-up sector and security analysis.
Read MoreSocially Responsible Investing Report – January 2018
With environmental and human rights concerns 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 January 2018...
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