Socially Responsible Investing Report – January 2016
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 2016...
Read MoreWRAP Funds Report – January 2016
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 – January 2016
Each month, we analyze nearly 1500 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 January 2016 Investment Fund Ranking Report here.
Read MoreTD Science & Technology Fund
Fund Card One of the more interesting sectors to watch has always been the technology sector. There are constantly new ideas being developed and innovative products being brought to market. While this is all “cool”, there can be a higher degree of risk, making it an ideal candidate for a mutual fund or ETF. One of my favourite funds in the sector has been this T. Rowe Price managed offering. It...
Read MoreTrimark Canadian Small Companies Fund
Fund Card This high conviction, Canadian small and mid-cap fund had been a staple on my Recommended List of Funds until a year ago, when I removed it because it was closed to new investors. From a timing standpoint, this makes me look pretty good, given the fund struggled in 2015, posting a 24.5% loss, and was one of the weakest performing funds in the category. I spoke with Jason Whiting in...
Read More