Canadian large-cap equity managers did not capture gains in gold and energy stocks, as they were underweight in the sectors
New names for six Trimark fixed-income funds
This year’s guidelines come at a time at which the CSA is currently working on a standardized methodology for measuring and reporting risk to investors
Easier access to preferred fee level; portfolio management changes for two equity pools
Objectives and strategies remain the same
Consortium of European companies creates “openfunds” project to improve transparency
Two of the new funds invest in Mackenzie’s recently launched Maximum Diversification Index ETFs
Investors in Sun Life MFS Balanced Value Fund and Sun Life MFS Balanced Growth Fund will receive units of Sun Life Granite Balanced Portfolio
Fund companies must consider fewer changes to their products as the constant changes cause confusion, said advisors at the 2016 Canadian Funds Summit in Toronto
TSX NAVex will create efficiencies for investment dealers and their advisors when it launches in June