WRAP Funds Report – June 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 MoreInvestment Fund Ranking Report – June 2015
Each month, we analyze more than 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. You can download our June 2015 Investment Fund Ranking Report here.
Read MoreFirst Asset Morningstar Cdn Momentum
While not technically actively managed, this ETF uses a proprietary rules based approach designed by Morningstar to invest in a focused portfolio of Canadian stocks that exhibit favourable momentum characteristics. The stocks that trade on the Toronto Stock Exchange are rated and ranked on six fundamental factors. These factors are return on equity, earnings revisions, earnings surprises, and...
Read MoreHorizons Active Canadian Dividend ETF
This actively managed dividend ETF is managed by Sri Iyer and his team at Guardian Capital, using a proprietary, multi factor quantitative model that screens the Canadian equity universe looking for positive rates of change in the fundamentals of companies. The model looks at 31 key factors including growth, payout ratios, efficiency, valuation and investor sentiment. Each of the factors is...
Read MoreBeutel Goodman Canadian Dividend Fund
Dividend funds have been a favourite with investors, and with offerings like this, it’s not hard to see why. Managed by a team lead by Stephen Arpin and Mark Thomson, it invests in a concentrated portfolio of dividend paying, blue-chip stocks that are trading below their estimate of its true worth. To find these stocks, the team uses a disciplined, bottom up, value focused process that looks for...
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