Franklin Templeton to reduce fees on four funds
The changes are expected to kick in April 3 and management fees will be reduced by 35%
- By: Beatrice Paez
- March 27, 2017 October 17, 2019
- 12:30
Latest news in Products
Investors Group cancels fund mergers
The decision came as a result of a new provision in this year’s federal budget relating to mutual fund mergers
- By: Beatrice Paez
- March 24, 2017 October 17, 2019
- 16:15
Invisor strikes partnerships with BlackRock and Vanguard
The robo-advisor firm’s clients will now have access to three ETF portfolios: one designed by Invisor itself, as well as one each from the two…
- By: Fiona Collie
- March 24, 2017 October 17, 2019
- 12:30
LOGiQ revises proposed fund mergers in response to federal budget
The firm will no longer go through with a planned merger and announced instead new mergers for each affected fund into its corresponding trust
- By: Beatrice Paez
- March 24, 2017 October 17, 2019
- 10:45
Manulife Investments makes changes to mutual fund suite
The firm is introducing four asset-allocation portfolios and plans to fold 12 of its existing funds into the new portfolios
- By: Beatrice Paez
- March 23, 2017 October 17, 2019
- 16:45
LOGiQ, Scotia announce plans to terminate funds
Macquarie Emerging Markets Infrastructure Income Fund will be cut from LOQiG’s offerings while Scotia plans to terminate the Moenda LatAm Fixed Income Fund
- By: Beatrice Paez
- March 23, 2017 October 17, 2019
- 16:20
TD Asset Management introduces TD managed ETF portfolios
The managed portfolios of TD index-tracking ETFs are designed to meet a range of investor risk profiles and are currently available for self-directed investors
- By: IE Staff
- March 21, 2017 October 17, 2019
- 09:00
Franklin Templeton makes portfolio management changes to three funds
The changes, which affect three emerging market funds, see key individuals assume leadership positions as Mark Mobius steps off from the portfolio management teams
- By: IE Staff
- March 21, 2017 October 17, 2019
- 08:50
Redwood launches its first ETFs on NEO Exchange
The Purpose Investment subsidiary is the fourth ETF issuer to list securities on the exchange
- By: Beatrice Paez
- March 17, 2017 October 17, 2019
- 09:50
Active investment strategies outperform passive ones in the long run: Dalbar
The difference is due to investors' behavioural patterns, particularly the timing of their purchases and redemptions
- By: Jade Hemeon
- March 16, 2017 October 17, 2019
- 15:50
Bridgehouse, Morningstar to introduce managed investments program
The program includes the release of five target-risk portfolios that will access third-party funds and leverages Morningstar’s research arm
- By: Beatrice Paez
- March 16, 2017 October 17, 2019
- 13:00
NBI to reduce fees for certain Meritage portfolios
Administration and management fees as well as trailing commissions are being reduced while five portfolios are being renamed
- By: Beatrice Paez
- March 15, 2017 October 17, 2019
- 13:30
Investors Group proposes changes to a variety of mutual funds
The firm will also be lowering fees between 0.25 bps and 8.6 bps on several funds, even if proposed mergers fail to gain approval
- By: James Langton
- March 15, 2017 October 17, 2019
- 11:55
RBC GAM ETF to reach maturity in November
Unitholders in RBC Target 2017 Corporate Bond Index ETF will receive the final net asset value as of Nov. 17
- By: Beatrice Paez
- March 15, 2017 October 17, 2019
- 11:30
NEO Connect to support OM funds
The exchange now makes it possible to purchase and redeem both prospectus and OM funds in the same way as buying and selling ETFs
- By: IE Staff
- March 15, 2017 October 17, 2019
- 11:10
CI introduces real estate fund for high net-worth clients
CI Global Private Real Estate Fund will invest indirectly in units of CBRE Global Investment Partners Global Alpha Fund
- By: IE Staff
- March 15, 2017 October 17, 2019
- 10:20
CI to introduce automatic preferred-pricing programs
Discounts under CI Preferred Pricing and CI Private Wealth are expected to take effect in May for investors with a minimum account threshold
- By: Beatrice Paez
- March 14, 2017 October 17, 2019
- 14:40
Institutional investors increasingly turning to ETFs
A new report from Greenwich Associates also finds that Canadian institutional investors intend to increase their ETF allocations this year
- By: James Langton
- March 9, 2017 October 17, 2019
- 12:25
Mackenzie to reduce fees, commissions for some fixed-income funds
The company is also shifting qualified investors into its private wealth series automatically so that they can take advantage of lower fees
- By: Beatrice Paez
- March 8, 2017 October 17, 2019
- 12:00
Fiera to terminate fund
Strategic Income Allocation Fund will be terminated sometime after March 20
- By: Beatrice Paez
- March 7, 2017 October 17, 2019
- 12:50
BMO Investments makes management changes to three funds
BMO Asset Management Inc. replaces Monegy as portfolio manager for the funds while BMO Asset Management Corp. and Taplin, Canida & Habacht take on subadvisor…
- By: Beatrice Paez
- March 7, 2017 October 17, 2019
- 11:35
Invesco launches two income-focused ETFs
The two new ETFs are focused on seeking out low-volatility and high-yield stocks
- By: Beatrice Paez
- March 7, 2017 October 17, 2019
- 10:05
Manulife, RBC to terminate various funds
Manulife plans to terminate several funds in two phases to simplify its platform while RBC will shut down two funds due to their small size…
- By: Beatrice Paez
- March 6, 2017 October 17, 2019
- 14:25
TSX NAVex approves NBCN, National Bank as dealers
400 independent firms gain access mutual fund trading platform
- By: James Langton
- March 3, 2017 October 17, 2019
- 15:00