ETF Focus List – March 2017
There were no ETFs added or deleted during this period. Funds of note include PowerShares Senior Loan Index ETF (TSX: BKL.F), PowerShares Tactical Bond ETF (TSX: PTB), PowerShares FTSE RAFI Canadian Fundamental Index ETF (TSX: PXC), iShares U.S. Fundamental Index ETF (NEO: CLU), and iShares International Fundamental Index ETF (NEO: CIE)
Read MoreRecommended List of Mutual Funds – January 2017
The fourth quarter was a challenging one for bond investors, with yields spiking sharply. In Canada, the yield on the benchmark Government of Canada five-year bond rose by 49 basis points, ending the quarter at 1.11%. It was a similar story for the Canada ten-year which rose by 72 basis points, ending the quarter at 1.72%.
Read MoreJanuary 2017 Portfolio Review
The year started off rather mixed, with Canadian equities higher, while bonds, and foreign equities finished in the red, in Canadian dollar terms. In this environment, it was another tough month for the portfolios with each finishing in negative territory and each lagging their respective benchmarks.
Read MoreSocially Responsible Investing Report – January 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 January 2017...
Read MoreWRAP Funds Report – January 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 – January 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 January 2017 Investment Fund Ranking Report here.
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