WRAP Funds Report – February 2021
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 – February 2021
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 February 2021 Investment Fund Ranking Report here.
Read MoreSocially Responsible Investing Report – January 2019
With environmental, sustainability, and governance factors 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...
Read MoreTrimark U.S. Small Companies Class
With an average 23% cash weighting, the fund was able to outpace both its benchmark and peers in the first quarter. With U.S. small cap names selling off, the high cash balance helped to provide a buffer to this downside.
Read MoreThe Beginning of the End?
Market volatility returns. Is this a repeat of 2008? No matter how you slice it, the autumn months have been the most punishing for investors. As the table below shows, August and September are the months where you are most likely to experience a loss greater than 5%, and October is the month you are most likely to experience the biggest drops. The table below highlights the best, worst and...
Read MoreInvestors rewarded in August with modest gains
August was another strong month for investors, as most market indices ended the month in positive territory. The notable exception was the MSCI EAFE Index, which was lower by 0.4% in Canadian dollar terms as Asian Pacific markets, specifically Japan were lower. Bond markets were also largely higher as the combination of accommodative central banks and increasing geopolitical uncertainty pushed...
Read More