Montreal-based Desjardins Investments Inc., portfolio manager for Desjardins Funds, has announced a change in management for Desjardins Québec Balanced Fund’s portfolio. Desjardins Global Asset Management…
Toronto-based Excel Funds Management Inc. has changed the distribution policy for both the A-class units and the F-class units of Excel Blue Chip Fund. As…
Toronto-based ONE Financial Corp. has launched a new family of funds – the All-Weather Profit Family – that includes 10 mutual funds, six wrap portfolios…
Toronto-based BMO Investments Inc. (BMO) has announced it will no longer accept purchase orders for BMO Guardian European Fund Series T5 and BMO Guardian Global…
Fees are up while payouts are down for many traditional GMWBs
Toronto-based TD Asset Management Inc., portfolio manager for TD Mutual Funds, has made a portfolio advisor change for TD International Value Fund. As of March…
Fund portfolio managers are optimistic about returns, but security selection will be key
Seg fund families with astute stock-picking also performed well
The risks often are too great in borrowing to buy T-series funds
Toronto-based CI Investments Inc. has named Brandon Snow, principal and portfolio manager with Cambridge Advisors (the business brand name of CI Global Investments Inc.), as…
Success rate drops sharply if real returns decline
Performance slump is linked to sector concentration
Fund portfolio managers are cautious for 2013, saying it could be a year of transition
Toronto-based Invesco Canada Ltd. has announced that Rex Chong, who had been on a six-month sabbatical, will not return and has resigned from his position.…
Fund firm is showing healthy growth at a time when many of its competitors are struggling to expand
Toronto-based Dynamic Funds, managed by Toronto-based GCIC Ltd., has introduced Dynamic High Yield Credit Fund, which offers investors an active approach to investing in the…
Toronto-based Fidelity Investments Canada ULC has launched a new mutual fund for Canadian investors seeking U.S. investment exposure. Fidelity U.S. All-Cap Fund targets investment opportunities…
Are those with high IQs better investors?
The alternative may be a ban on sales commissions
Toronto-based Fidelity Investments Canada ULC has appointed Steve DuFour, U.S. equities portfolio manager with Fidelity, to assume portfolio-management responsibilities for Fidelity Growth America Fund. DuFour…
The days of double-digit returns are behind us, fund manager says
Toronto-based Matrix Asset Management Inc., the portfolio manager of Matrix mutual funds, has announced that it will become the portfolio advisor for three funds –…
Mawer Investment is the big winner in fund family performance
Toronto-based Sun Life Global Investments (Canada) Inc. has launched four new income funds and a new equity/value fund in introducing two new Sun Life Granite…
Toronto-based Horizons Exchange Traded Funds Inc., along with its affiliate, AlphaPro Management Inc., has introduced a new exchange-traded fund (ETF) to its lineup. Horizons Active…