NEI makes changes to distribution policy
“Monthly-fixed” policy will apply to five portfolios
- By: IE Staff
- November 30, 2018 October 17, 2019
- 11:00
“Monthly-fixed” policy will apply to five portfolios
The company is now offering a non-currency hedged series and a U.S. dollar series
The company also announced lower risk ratings for several ETFs
Long gone are the days when mutual funds and ETFs were two solitudes. Having both products has proven to be a winning strategy
The company is tweaking the investment objectives of SocieTerra Growth Portfolio and Desjardins Quebec Balanced Fund
The change is meant to illustrate the broadening of Purpose Global Bond Fund’s investment strategy
Mutual Fund Manager of the Year: Mackenzie portfolio manager Philip Taller focuses on out-of-favour stocks
Lead2action.ca offers an automated approach to promote insurance products
An ETF will give a sector-specific return in place of a stock
Long-term funds recorded net redemptions of $4 billion
The projections for mutual fund returns in the next several years are modest at best
The cumulative TFSA contribution limit in 2019 will be $63,500
The company is adding a currency management strategy to Franklin High Income Fund
The changes take effect Jan. 1, 2019
The new names will take effect on Nov. 20
The bank is the last of the Big Six to enter the ETFs business
The company is also rolling out more competitive pricing to reward client loyalty
IBrix funds to close in March 2019
Investment manager Allianz Global Investors is acting as subadvisor
New funds invest in preferred shares and corporate bonds
Preferred pricing program expands to cover more funds
The funds will be converted to open-end mutual funds
Mutual funds sales slump reflects investors’ risk-averse mentality
The asset-management firm will continue to run its hedge fund