Discord at trailer fee roundtable
The fund industry and consumer advocates hold sharply different views on mutual fund trailer fees
- By: Jade Hemeon
- June 7, 2013 June 7, 2013
- 16:15
Increases will range from 10 to 20 basis points
One proposal would see funds move to floating net asset values from fixed
New fund managed by Sandy Liang
First Asset DEX 1-5 Year Laddered Government Strip Bond Index ETF will launch in June
Health care has been one of the best-performing sectors in the United States this year
Five firms join existing advisor team
Equitable Trust CFO believes GICs are perfect for investors at any life stage
The fund will be co-managed by affiliates of Sprott and China’s CITICPE HK
Securityholder meetings moved to June 12
Changes to investment objectives also approved
Opens underlying trusts to all accounts
Mackenzie Sentinel Canadian Short-Term Yield Class to reopen for switches only
Adjustable premiums tied to long-term interest rates
Standard Life Investments joins existing manager Lincluden
Remind clients of the benefits of contributing to RESPs
Six funds to close on July 26
The changes include new portfolio managers, investment strategies and investment objectives
ClearBridge Investments is now the advisor for TD Global Value Fund
Real Assets Portfolio allows retail investors to access infrastructure, real estate and commodities
Boston-based managers bring fixed income expertise
The changes are the result of enhancements to the Altitude Investment Programme
Suzann Pennington promoted; Stephen Carlin joins as senior portfolio manager
Portfolio will be actively managed by Chile-based Moneda International
Brazil-based BTG Pactual will act as the fund’s sub-advisor