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Weak but mostly positive performance for Canadian funds in August: Morningstar

The company is also expanding its Fidelity Private Investment Program with the addition of a global balanced portfolio pooled fund designed for risk-conscious investors

  • By: IE Staff
  • November 1, 2017 November 1, 2017
  • 12:15

The new funds are subadvised by Rockefeller & Co. and Pax Ellevate Mangement LLC

  • By: IE Staff
  • October 10, 2017 October 10, 2017
  • 11:40

Clients who invest in Multi-Strategy High Yield Fixed Income pay a nominal amount unless the fund outperforms its benchmark

  • By: Leah Golob
  • October 5, 2017 October 5, 2017
  • 12:00

TD U.S. Dividend Growth Fund and TD North American Small-Cap Equity Fund offer investors more diversification options

  • By: IE Staff
  • September 12, 2017 December 14, 2017
  • 12:00

RBC Vision Fossil Fuel Free Global Equity Fund will avoid investing in companies directly engaged with extracting, processing or transporting of coal, oil or natural gas

  • By: Leah Golob
  • August 28, 2017 December 14, 2017
  • 10:45
No unanimity in global regulatory reform, IFIC report finds

BMO International Equity Fund and BMO Japan Fund have different return drivers than Canadian markets

  • By: IE Staff
  • August 17, 2017 December 14, 2017
  • 09:20

The firm is launching new portfolios and making other changes to provide better value to investors

  • By: Leah Golob
  • July 21, 2017 December 14, 2017
  • 12:50
Manulife Investments makes changes to mutual fund suite

Invesco Balanced-Risk Allocation Pool, Series F aims to deliver a positive total return with a low to moderate correlation to traditional financial market indices

The pool invests in securities that tend to be less sensitive to changes in interest rates compared with other fixed-income securities

The new mutual fund can invest up to 49% of its assets in foreign securities, with a focus on U.S. equities