Socially Responsible Investing Report – January 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 January 2013...
Read MoreModel Portfolio Review – January 2013
In addition to posting strong positive gains, all portfolios managed to outpace their respective benchmarks. The Manulife Strategic Income Fund, CI Harbour Fund and Renaissance Global Health Care Fund added to the outperformance, while the Mackenzie Ivy Foreign Equity Fund was the biggest detractor. The risk reward profiles of all of the portfolios remain with expected ranges. You can download...
Read MoreRecommended List – December 2012
Please download the full report here. During the quarter, there were no additions and one deletion to our Recommended List. Notes: Trimark Fund – Effective immediately, we are removing the UNDER REVIEW rating from the Trimark Fund. The management team has been running the fund since April 2011. Since that time, the risk reward profile of the fund has improved, and we have developed a level...
Read MoreModel Portfolio Review – December 2012
The portfolios were again positive, but slightly underperforming their respective benchmarks. The fixed income funds were relative outperformers, while our equity funds, particularly the Renaissance Global Health Care Fund were laggards. Despite this recent underperformance, the risk reward metrics for the portfolios remain within expected ranges. You can download our detailed Portfolio Review...
Read MoreInvestment Fund Ranking Report – December 2012
Each month, we analyze more than 1200 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 December 31, 2012 Investment Fund Ranking Report here.
Read MoreSocially Responsible Investing Report – December 2012
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 2012...
Read More