Socially Responsible Investing Report – November 2017
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 November 2017...
Read MoreWRAP Funds Report – November 2017
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 – November 2017
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 November 2017 Investment Fund Ranking Report here.
Read MoreTop Funds Report – November 2017
ctober was a strong month for Canadian investors, as the S&P/TSX Composite Index rose 2.7% month over month from September supported by strength in both the energy and financial sectors.
The broader market benefitted from a surge in oil prices, which hit their highest level in more than two years. A barrel of West Texas Intermediate crude oil closed the month at $54.38, a gain of more than 5% in the month. Energy stocks, which make up nearly 20% of the S&P/TSX index, rose by 1.8%. With interest rates moving lower recently, financials, particularly banks, have benefitted from higher margins. The financials index accordingly advanced nearly 4.6% in October.
Read MoreOctober 2017 Portfolio Review
October was a strong month for Canadian investors as both stock and bond markets rallied higher around the globe. This translated into positive returns for the portfolios, each finishing in positive territory. The Conservative Portfolio rose by 1.4%, the Balanced Portfolio gained 2.6%, and the all-equity Growth Portfolio was higher by 4.5%.
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