Middlefield rolls funds into Yieldplus IncomeToronto-based Middlefield Group has announced the merger of five funds. Yieldplus Income Fund, Maxin Income Fund, Core IncomePlus Fund, Pathfinder…
Industry must create products that serve needs of aging population
Plain-language document would give investors basic information
Comparing Brandes U.S. Equity and Dynamic Power American Growth pits value against growth styles
Fund managers are seeing strong signs of life in the long-ignored tech sector, and some even expect impressive profits
While some fund companies demand style purity in their Canadian funds, others push foreign content toward 50%
Proposed document has delivery requirements tailored to client preferences
The more a manager relies on this data, the poorer his returns
Manulife renames fundsToronto-based Manulife Investments has renamed the Elliott & Page and MIX families of mutual funds as part of its new branding strategy, the…
But money managers differ on where the best opportunities lie
Fidelity Canadian Asset Allocation Series A comes out ahead of Templeton Canadian Asset Allocation
For clients with lengthy time horizons and some tolerance for risk, leveraging can build a portfolio faster
Don’t ditch the existing system; adjust the rules we now have
Youthfulness of India’s population bodes well for the future, says fund manager Jayesh Gandhi
The new derivative products, first developed in Britain, may appeal to clients who like to game with low margin requirements
Enforcement is a gaping hole in this version of the passport system
Both AGF Canadian Balanced and Trimark Growth & Income get three-star risk-adjusted rankings from Morningstar Canada
Fund managers are confident that the sector’s five-year winning streak is far from over
The bulk of Cardinal’s assets are in Western Canada, with smaller amounts in Ontario and the Maritimes
Franklin Templeton launches energy fundFranklin Templeton Investments Corp. has launched Bissett Energy Corporate Class for clients who want direct exposure to Canada’s energy sector. The…
With the recent in-troduction of a new line of guaranteed invest-ment funds, IA Claring-ton Investments Inc. of Toronto is combining the investment expertise of its…
Deal may preclude or restrict public ownership of a major Canadian firm
A tight control on costs and a $150-million limit on each fund’s assets are aimed at getting the most for clients, says president
But only renters who are highly disciplined, savvy investors can match the wealth that homeowners can accumulate
CSA and others diligently develop proposals aimed at harmonization