The program includes the release of five target-risk portfolios that will access third-party funds and leverages Morningstar’s research arm
Investors in the terminating funds will receive securities of the appropriate continuing funds on a series-for-series and dollar-for-dollar basis
Morningstar Strategic Canadian Equity Fund is a strategic beta fund that combines elements of passive and active investing using a disciplined rules-based process
$20,000 Bridgehouse Scholarship Program winners announced
The new arrangement will result in a suite of new investment products that will draw on Morningstar’s “extensive, proprietary investment research”
The firm is reducing fees on six funds and eliminating Series AN and Series FN of four funds
The firm provides scholarships to students who can demonstrate knowledge of their investing personality and risk tolerance
New Lazard, Greystone, Sionna and Brandes funds join lineup
10 winning submissions highlight growing investor knowledge among young Canadians
Sionna Opportunities Fund and Bridgehouse Private Client mean more options and flexibility for advisors