ETF Focus List – September 2015
Download a PDF Version of this report Markets start to get choppy on China worries… The three months ending July 31 was disappointing for most of the ETFs on the Recommended List, with just more than half finishing in negative territory. The worst performers in the period were the PowerShares FTSE RAFI Canadian Fundamental Index ETF (TSX: PXC), which lost 8.6%, and the iShares S&P/TSX...
Read MoreTop Funds Report – August 2015
. Download a PDF copy of this report . Lower Dollar Boosts Global Equity Gains Dollar continues its slide on lower rates and cloudy outlook on oil… Unless you held Chinese equities or Canadian small caps, July turned out better than many had expected. Most major indices finished in positive territory, with European shares leading the way. The MSCI Europe Index gained 7.9% in...
Read MoreRecommended List of Funds – July 2015
Download a PDF Version of the Recommended List of Funds List Changes Additions PIMCO Monthly Income Fund (PMO 005 – Front End Units, PMO 105 – Low Load Units) – This global bond fund came out of the gate at full speed, gaining nearly 18% in 2011 and 24% in 2012. Obviously these returns weren’t sustainable, and have since settled down to a more reasonable level, posting a 6.4% rise...
Read MoreSocially Responsible Investing Report – July 2015
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 July 2015...
Read MoreWRAP Funds Report – July 2015
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 More