Fund performance | Investment Executive https://www.investmentexecutive.com/tag/fund-performance/ Canada's news source for financial professionals Mon, 20 Oct 2025 20:32:15 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Fund performance | Investment Executive https://www.investmentexecutive.com/tag/fund-performance/ 32 32 Product roundup: BlackRock, iCapital expand access to private credit strategy https://www.investmentexecutive.com/news/product-roundup-blackrock-icapital-expand-access-to-private-credit-strategy/ Mon, 20 Oct 2025 10:00:05 +0000 https://www.investmentexecutive.com/?p=522930 Plus, new offerings from Ninepoint, Manulife, Fidelity and BMO; PFSL updates fund performance reports

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Ontario approves TCR rule for seg funds https://www.investmentexecutive.com/news/from-the-regulators/ontario-approves-tcr-rule-for-seg-funds/ Mon, 09 Jun 2025 15:54:23 +0000 https://www.investmentexecutive.com/?p=512097 Enhanced fund reporting expected to take effect in 2026

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Weak markets drag down mutual fund, ETF assets in March: SIMA https://www.investmentexecutive.com/news/products/weak-markets-drag-down-mutual-fund-etf-assets-in-march-sima/ Tue, 22 Apr 2025 20:31:35 +0000 https://www.investmentexecutive.com/?p=507789 ETFs, however, fared better than mutual funds thanks to strong net inflows

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FCA sets out to redesign U.K. retail investment disclosure https://www.investmentexecutive.com/news/from-the-regulators/fca-sets-out-to-redesign-uk-retail-investment-disclosure/ Thu, 19 Dec 2024 19:23:36 +0000 https://www.investmentexecutive.com/?p=498942 Regulators seek more useful, flexible product disclosures

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Evergreen funds are gaining in popularity. Here’s why https://www.investmentexecutive.com/newspaper_/focus-on-products/evergreen-funds-are-gaining-in-popularity-heres-why/ Mon, 11 Nov 2024 05:10:00 +0000 https://www.investmentexecutive.com/?p=495954 The funds accounted for at least US$350 billion in global net asset value in 2023

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Fidelity wins top group honours at Lipper Awards https://www.investmentexecutive.com/news/products/fidelity-wins-top-group-honours-at-lipper-awards/ Thu, 07 Nov 2024 16:45:01 +0000 https://www.investmentexecutive.com/?p=496234 SEI takes award for best overall mutual fund group

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One fund drags sustainable category to record outflows in Q2 https://www.investmentexecutive.com/news/products/one-fund-drags-sustainable-category-to-record-outflows-in-q2/ Thu, 15 Aug 2024 20:44:51 +0000 https://www.investmentexecutive.com/?p=491248 Despite the quarterly result, sustainable fund assets grew to $60 billion

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Crypto ETFs continue losing ground to U.S. competitors https://www.investmentexecutive.com/news/products/crypto-etfs-continue-losing-ground-to-u-s-competitors/ Fri, 03 May 2024 17:26:50 +0000 https://www.investmentexecutive.com/?p=485176 Total inflows for Canadian ETFs has hit $19 billion for the year to date

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Fund costs fell after CRM2 https://www.investmentexecutive.com/news/from-the-regulators/fund-costs-fell-after-crm2/ Thu, 25 Apr 2024 15:05:56 +0000 https://www.investmentexecutive.com/?p=484748 CSA research details the evolution of fund costs in the face of transparency reforms

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AIMCo’s balanced fund falls short of benchmark in 2023 https://www.investmentexecutive.com/news/industry-news/aimcos-balanced-fund-falls-short-of-benchmark-in-2023/ Mon, 22 Apr 2024 19:05:48 +0000 https://www.investmentexecutive.com/?p=484538 Returns affected by high inflation and interest rates, geopolitics, chief executive says

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