AGF U.S. Small-Mid Cap Fund
With a gain of 24.6%, this fund captured the bronze for year to date performance from a Canadian mutual fund. Managed by Tony Genua using a bottom up, earnings growth momentum driven approach, this concentrated portfolio’s performance seemed to turn a corner in May 2014, when began outpacing not only its peers, but also the Russell 2000. Much of this outperformance can be attributed to the...
Read MoreTD Health Sciences Fund
Apart from a couple of blips along the way, healthcare has been on a tear since August 2010. This fund is no exception, gaining an annualized 34% in the past five years. Much of this growth has been fueled by excitement over advances such as the mapping of the human genome, great strides in cancer research, and potential merger and acquisition activity. There have also been regulatory changes...
Read MoreFidelity China Fund
With an impressive 29.0% gain, the Fidelity China Fund took the crown as the top performing fund for the first half of the year. It handily outpaced its peers, and kept up to the MSCI All China, Hong Kong, and Taiwan Index in Canadian dollar terms. However, the tide seems to have turned in China, and the index is off more than 18% from its June 12th peak. Much of this year’s earlier gains were...
Read MoreJune 2015 Portfolio Review
You can download our standard monthly portfolio report here. For those looking for even more detail, I am also providing additional reports generated from Morningstar which show even more detail regarding the portfolios. A summary report can be downloaded here, while the more detailed report can be downloaded here. Despite finishing in the red, each of the portfolios managed to outpace their...
Read MoreSocially Responsible Investing Report – June 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 June 2015...
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