Chinese equity mutual funds continued to lead in July: Morningstar
Despite a rebound in the resources sectors, Canadian equity funds posted modest losses during the month
- By: IE Staff
- August 2, 2017 October 17, 2019
- 09:55
Despite a rebound in the resources sectors, Canadian equity funds posted modest losses during the month
WisdomTree Canada acquires Questrade’s ETF lineup and becomes “premier provider” of ETFs on Questrade’s self-directed platform
Overall mutual industry net sales through the first half of 2017 were almost double what they were a year ago, according to IFIC data
Phillips, Hager & North Short Term Bond & Mortgage Fund had been capped to new investors in July 2016 to manage inflows
The firm has announced a change in portfolio managers as well as the merger of some of its funds
Invesco Emerging Markets Debt Fund will merge with Invesco Global Bond Fund
Adam Kramer, Ford O’Neil, Geoff Stein and David Wolf will take on some new mandates following Joanna Bewick’s and Chris Sharpe’s departures
The firm is launching new portfolios and making other changes to provide better value to investors
The new ETFs will invest in emerging trends and focus on gender diversity, cybersecurity, automobile innovation and global health care
The proposed policy sets the minimum educational, training and experience necessary for reps to sell ETFs
Bonds have shown to be the best non-correlated assets and offer better potential offset to stock market losses than other asset classes
Sales of green bonds thus far in 2017 are approaching US$50 billion
The fund will no longer receive additional investments, including purchases via regular investment savings plans
Invesco Balanced-Risk Allocation Pool, Series F aims to deliver a positive total return with a low to moderate correlation to traditional financial market indices
The pool invests in securities that tend to be less sensitive to changes in interest rates compared with other fixed-income securities
The new mutual fund can invest up to 49% of its assets in foreign securities, with a focus on U.S. equities
Applications for term life insurance up to $1 million without blood, urine and other biometric data is now available for those up to age 45
The program includes five risk-targeted Morningstar portfolios consisting of mutual funds, pooled funds and ETFs
The emerging-markets veteran is aiming to pick up stocks that may not be included in broad market indices and may have been overlooked — as…
The firm will also alter a selection of embedded-fee purchase options for certain other classes of mutual funds
The firm is also changing the distribution frequency of four ETFs to quarterly instead of monthly
Gopaul becomes the association’s third chairman, following in the footsteps of Atul Tiwari and Howard Atkinson