April 2017 – Top Funds Report
Download a PDF Copy of this report March sees strong gains for investors Another solid month pushes valuations even higher. Looking for strong earnings to justify current levels… March was a solid month for investors with gains across the board. The FTSE/TMX Canadian Universe Bond Index gained 0.41%, as yield remained largely unchanged in the month. Corporate and long term bonds...
Read MoreMarch 2017 Portfolio Review
It was another month where each of the portfolios posted positive returns, but lagged their respective benchmarks. The current market environment continues to reward more richly valued, expensive, higher beta names at the expense of more fairly valued, quality securities, which continues to create a headwind for the portfolios.
Read MoreSocially Responsible Investing Report – March 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 March 2017...
Read MoreWRAP Funds Report – March 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 – March 2017
Each month, we analyze nearly 2000 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 March 2017 Investment Fund Ranking Report here.
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