Investment Fund Ranking Report – June 2013
Each month, we analyze nearly 1500 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. You can download our June 2013 Investment Fund Ranking Report here.
Read MoreModel Portfolio Review – May 2013
The winning streak continues, with all portfolios posting gains in May. Surprisingly, even the fixed income heavy Conservative portfolio was up, rising a modest 0.14% in the month, the tenth positive month in a row. It also handily outpaced its benchmark as the PH&N Bond and Manulife Strategic Income funds held up better than the DEX Bond Universe. The equity funds were all positive...
Read MoreSocially Responsible Investing Report – May 2013
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 May 2013...
Read MoreWRAP Funds Report – May 2013
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 – May 2013
Each month, we analyze nearly 1500 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. You can download our May 2013 Investment Fund Ranking Report here.
Read MoreModel Portfolio Review – April 2013
Despite weakness in the broader Canadian equity markets, each of the portfolios was again positive for the month of April. This brings the streak of positive performance to eleven months in a row for the Conservative Portfolio. Our Moderate Balanced, Balanced and the Balanced Growth Portfolios have also been performing well, posting gains for the past nine months in a row. The biggest...
Read More