Bridgehouse makes changes to several Brandes funds
The firm is reducing fees on six funds and eliminating Series AN and Series FN of four funds
- By: Tessie Sanci
- July 25, 2016 October 15, 2019
- 15:00
The firm is reducing fees on six funds and eliminating Series AN and Series FN of four funds
Assets under management edge down from May
The Choose Alberta GIC offers a guaranteed return of 1.65% and a one-time bonus connected to the provincial unemployment rate
The company will also take over portfolio management duties for NEI Ethical American Multi-Strategy Fund and NEI Ethical Global Dividend Fund
Horizons Global Risk Parity ETF is an actively managed ETF that strives to keep risk levels across asset classes similar to one another
Radlo remains with the firm as senior portfolio manager and principal of Cambridge while Brandon Snow will remain in the role of CIO
Invesco’s Jim Young shifts to more economically sensitive stocks
Horizons Global Currency Opportunities ETF gives access to a market that has traditionally been institutional only and untapped by retail clients investors
But the two groups have differing views on how the rules for seg funds and mutual funds should be harmonized
Index aims to track the performance of 49 companies
The new ETFs provide exposure to dividend-paying equities from the U.S., Europe and other international markets, and two funds are available in a dynamically hedged…
Management fees will be reduced on certain funds on July 15
Subsidiary of U.S. firm will use a variety of hedging strategies in eight new funds
Industry associations representing exchange-traded fund (ETF) providers and mutual fund dealers are applauding the Mutual Fund Dealers Association of Canada’s (MFDA) proposed new proficiency standard…
Simpler, cheaper alternative to comprehensive plans covers four major conditions
Portfolio Solutions Group will take over as subadvisor for several funds
Musson, Moody and Sunderji named lead portfolio managers
European equity funds take the biggest hit, while precious metals funds continue their impressive run
Private pools and income funds focus on financial needs pre- and post-retirement
Objectives and strategies remain the same
Two of the new funds invest in Mackenzie’s recently launched Maximum Diversification Index ETFs
The firm also announced a change in portfolio subadvisor and changes to its risk rating for five funds
With CRM2 coming into effect, usage of ETFs may increase as advisors move toward a fee-based compensation model and clients become more sensitive to investment…
Canoe Canadian Corporate Bond Fund will be managed by Marc Goldfried, Canoe’s chief investment officer
The four new ETFs, which have a management fee of 0.35%, will be managed by Vanguard’s Quantitative Equity Group