18 fund indices increased by more than 2%
Foreign equity funds benefit from positive markets, weaker Canadian dollar
The energy equity fund index was the worst performer
Stephen Arpin, William Otton, Hanif Mamdani and RBCGAM honoured
Currency effects detracted from performance for most foreign-equity fund categories
Financials, energy funds top the performance table as markets adjust expectations
Morningstar for Advisors App is a free companion to Morningstar Advisor Workstation that’s now available
Modest gains were the norm in a laid-back August.
The new arrangement will result in a suite of new investment products that will draw on Morningstar’s “extensive, proprietary investment research”
Decision follows a reminder from the OSC last year that firms are not allowed to promote mutual funds using a performance rating or ranking based partly on a subjective component