There IS a substitute for direct Real Estate investment
Actively managed portfolios of global REITs can be an effective proxy
- January 16, 2017 November 10, 2019
- 11:45
Actively managed portfolios of global REITs can be an effective proxy
The real income withdrawal for 2017 for the funds, which includes Sentry Real Income Managed Portfolios and Sentry Real Income Custom Solution, will rise by…
The investment returns from this ETF generally correspond to the performance of Hang Seng high dividend yield index before fees and expenses
The asset-management firm, a Purpose Investments subsidiary, will list four ETFs on Aequitas NEO Exchange
Life insurers will only request genetic testing information from applicants seeking life insurance coverage of more than $250,000 starting early next year
Unitholders will receive $9.88 a unit on or before Jan. 23, which includes an allocation of approximately $1.80 of taxable capital gains from the fund
Investors who have consolidated assets of $100,000 in particular series of Quadrus Group of Funds will be eligible for a management fee rebate applied to…
The move to will include management fee reductions and would protect investors against an increase in future management expense ratios, the firm states in its…
A new simplified pricing model will see a reduction in fees for 51 mutual funds as well as Scotia Selected Portfolios, Scotia Partners Portfolios and…
AlphaDelta Canadian Focused Equity Class, previously AlphaDelta Canadian Prosperity Class, has a new investment objective and risk rating in addition to its new name
Fund to wind-up on Jan. 31
Currency effects detracted from performance for most foreign-equity fund categories
The move, which will affect less than 1% of the firm’s AUM, comes as a result of a greater number of advisors adopting fee-based compensation…
New investment objectives announced for two exchange-traded funds
Net redemptions of equity funds shrink
Operating expense structures and investment objectives are affected
The merger of Counsel International Value Class with Counsel International Value Fund takes effect Jan. 13
Management fees and trailing commissions to fall
Five corporate class funds will be merged into corresponding trust funds
Hedge funds aren’t immune to the effects of the CRM2 reforms pushing increased transparency on the Canadian investment business
The move is being made to adopt the “.F” ticker extension that has become a standard indicator for currency-hedged series in the Canadian ETF market
Validea’s John Reese cites valuation gap
Jaime Ramos Martin, who has 17 years of experience, replaces Stephen Weeple and joins the five-person global equity team
The firm has named a new subadvisor for NEI Northwest Canadian Dividend Fund and reduced fees for its Canadian equity funds
Equity level of 2050 target-date fund rises, levels off, then declines