WRAP Funds Report – December 2017
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 – December 2017
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 December 2017 Investment Fund Ranking Report here.
Read MoreETF Focus List – December 2017
First Asset Canadian REIT ETF (TSX: RIT) – In the REIT space, this is the only actively managed ETF available. It is managed by the team of Lee Goldman and Kate MacDonald, using a bottom up, fundamental investment process that looks for growth oriented REITs with high quality assets, low payout ratios, and reasonable leverage. In addition to asset quality, the team looks for REITs or REOCs in higher growth markets that can add value through development or intensification. They like companies that are fully financed and are less dependent on the capital markets to allow them to effectively execute their strategy.
Read MoreNovember 2017 Portfolio Review
It was another positive month for investors as both equity and bond markets rallied higher. This resulted in the fourth month in a row of gains for our Model Portfolios. Our Conservative Portfolio gained 0.25%, our Balanced Portfolio rose by 0.50%, and the all-equity Growth Portfolio was higher by 1%. In Canada, the S&P/TSX Composite gained a very modest 0.5% while foreign markets fared better. The S&P 500 Index rose by 3.1%, and the MSCI EAFE Index returned 1.1%.
Read MoreSocially Responsible Investing Report – November 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 November 2017...
Read MoreWRAP Funds Report – November 2017
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...
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