Recommended List of Mutual Funds – January 2018
Franklin Bissett Core Plus Bond Fund (TML 200 – Front End Units, TML 515 – Low Load Units) – Over the past few years, Franklin Bissett has quietly grown out its fixed-income team and the results are now starting to show. This was one of the strongest-performing bond funds in 2016, gaining 3.3%, placing it in the first quartile for performance and outpacing its peers. In 2017, the fund gained 2.9%, while the broader Canadian market was rose by 2.5%.
The fund’s goal is to provide strong risk-adjusted returns and a steady income stream over a full market cycle. To do this, the management team, headed by Tom O’Gorman, uses a process of top-down macro analysis and bottom-up sector and security analysis.
Read MoreSocially Responsible Investing Report – January 2018
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 2018...
Read MoreWRAP Funds Report – January 2018
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 2018
Each month, we analyze nearly 2500 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 2018 Investment Fund Ranking Report here.
Read MoreDecember 2017 – Portfolio Review
2017 turned out to be a much better year for investors than many, including myself had predicted. Last year, I commented that the biggest threat to the markets was valuation, with the S&P 500 trading at 21.3 times earnings, and 17.6 times forward earnings, noting the ten-year average was more in the 14 range. I even went so far as to say “…lofty equity returns appear unlikely at current levels, meaning more subdued returns can be expected on a go forward basis.”
Read MoreSocially Responsible Investing Report – December 2017
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 December 2017...
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