Mutual Funds/ETFs Update – May 2013
PDF Copy of this Edition WHAT’S NEW Fund closures as a result of the Federal Budget – In reaction to the most recent Federal Budget which essentially eliminated the effectiveness of “character conversion transactions” that were used to convert interest income to capital gains, a number of mutual funds have been closed to new investments. A partial list can be found at:...
Read MoreMutual Funds/ETFs Update – April 2013
Volume 19, Number 4 April, 2013 Single Issue $15.00 In this issue: What’s New 2013 Budget Impact Bank Funds Continue to gain in Popularity Understanding ETF Liquidity Protecting Against Rising Rates Sarbit Activist Opportunities Class Readers’ Questions PDF version of this issue What’s New ♦ Temporary change in Customer Service Hours – Please note that for the next few...
Read MoreMutual Funds & ETFs Update – February 2013
PDF Version of this Issue WHAT’S NEW RRSP Contribution Deadline looms – For those looking to make a last minute contribution to their RRSP, there is still time to do so. The deadline for contributions that can be claimed for the 2012 tax year is March 1, 2013. The maximum you can contribute for 2012 is $22,970, plus any unused contribution room you may have. Record Year for...
Read MoreMutual Funds & ETFs Update – January 2013
Volume 19 Number 1 January 2013 Single Issue $15.00 PDF Version of this Issue WHAT’S NEW New Mutual Fund and ETF Database available – Our new comprehensive database, powered by Fundata Canada, allows investors to screen the entire universe of mutual funds and ETFs using a variety of criteria to drill down and find the funds that are right for them. Once they identify funds of interest,...
Read MoreMutual Funds and ETFs Update – December 2012
Volume 18, Number 12 December 2012 Single Issue $15.00 PDF Version of this Issue WHAT’S NEW New Mutual Fund and ETF Database to launch soon!! – After months of development, we are pleased to announce that on December 10, 2012 we will be launching our new Mutual Fund and ETF database. This comprehensive database, powered by Fundata Canada, will allow investors to screen the entire universe of...
Read MoreMutual Fund and ETFs Update – November 2012
Volume 18, Number 11 November 2012 Single Issue $15.00 In this issue: What’s New Mutual Fund Recommended List Review The Changing Role of Fixed Income Determining Truly Active Management Investing in Europe PDF version of this issue WHAT’S NEW Mutual fund sales up year over year – According to data released by the Investment Funds Institute of Canada, mutual fund sales in...
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