Less than 20% of large cap Canadian equity investment managers beat the benchmark in the first quarter of 2008, according to new data from Russell Investments Canada.That was down from 41% in the fourth quarter of 2007 and was the lowest level since 1999, when Russell began to closely monitor such data. As a result, […]
Emerging markets index up 6%
BMO U.S. Equity Fund gets the nod over Ethical American Multi-Strategy Fund because of decreased risk, reasonable MER
McLean Budden American Equity Fund and Dynamic American Value Fund favour large-cap stocks
Additional categories provide more comparisons for investors
Fund's assets shrink by 1.6%
Fixed income funds post modest gains
Mutual fund families that feature growth funds, index funds or funds that hedge exposure to the Canadian dollar performed best in 2007. On the other hand, value-style funds and those with heavy exposure to financial services stocks languished.According to data from Morningstar Canada, fund families with top-drawer performance in 2007 were those of RBC Asset […]
Canadian dividend funds enjoyed another steady year in 2007, thanks to strong demand for dividend-yielding stocks and a general sense that the global growth story would continue. However, with bank stocks experiencing their worst decline in roughly 10 years, dividend-seekers are nervous. Where should they turn? One recent laggard in the category is the $3-billion […]
Investment managers could benefit from increased market volatility in 2008