Investment Fund Ranking Report – November 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 November 2017 Investment Fund Ranking Report here.
Read MoreOctober 2017 Portfolio Review
October was a strong month for Canadian investors as both stock and bond markets rallied higher around the globe. This translated into positive returns for the portfolios, each finishing in positive territory. The Conservative Portfolio rose by 1.4%, the Balanced Portfolio gained 2.6%, and the all-equity Growth Portfolio was higher by 4.5%.
Read MoreRecommended List of Mutual Funds – October 2017
Lysander-Canso Short Term and Floating Rate Income Fund (LYZ 805A – Front End Units) – In the bond space, there are few shops that are as well respected as Canso Investment Counsel, the managers of Lysander-Canso Short Term & Floating Rate Fund. Manager John Carswell aims for high current income and some long-term capital appreciation with a fundamentally-driven credit analysis process.
Carswell can invest not only in traditional short-term bonds, but also in floating-rate securities and convertible bonds. The fund has a go-anywhere mandate, but as of the end of July, more than 90% of the portfolio was invested in Canada.
Read MoreSocially Responsible Investing Report – October 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 October 2017...
Read MoreWRAP Funds Report – October 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 – October 2017
Each month, we analyze nearly 2000 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 October 2017 Investment Fund Ranking Report here.
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