Small-cap funds outperforming index
Income trust funds hit with redemptions
Natural resource, income trust indices are the month’s worst performers
For the second consecutive quarter, active Canadian equity investment managers faced a challenging environment, due in large part to their underweight in the soaring energy sector. The median large cap manager posted a return of 11.0% in the third quarter of 2005, according to the Russell Canadian Active Manager Report.This was behind the S&P/TSX composite […]
Investment funds focused on gold and precious metals outperformed by a large margin during September, according to preliminary performance data released today by Morningstar Canada.Equity funds that invest in natural resources, emerging markets and Japan also had strong one-month gains, as 22 of 31 Morningstar Canada Fund Indices were in positive territory during the month.The […]
Fears performance data may be inaccurate
Latest SPIVA report for Canada also shows small cap funds beating index
Sector is the runaway year-to-date leader
Value managers outperform for fifth straight quarter
Surging oil prices, as well as strength in commodities and the Canadian dollar, rewarded investors in natural resources investment funds in June. The Morningstar Canada natural resources fund index rose 7.3% during the month, followed by the precious metals fund index at 7.2%.These factors helped buoy most Canadian-asset funds, and all five Canadian equity fund […]