Sentences with phrase «foreign equities»

That helps explain the larger - than - expected tracking error on foreign equity ETFs.

He's asked about possibly raising our international allocation to match the representation of foreign equities in the global market, which is around 50 %.

Unfortunately, Canadian index funds and ETFs holding foreign equities often have large tracking errors.

In this example, the difference is small for Canadian stocks, but for foreign equities the high - dividend strategy results in a tax bill 18 % higher.

However, foreign equity markets performed well in 2013 and so did our Funds, despite some relative weakness in the fourth quarter versus the respective indices.

Unfortunately, the diversification provided by foreign equities tends to fail when it is needed most.

As we discussed above, Canadian institutional investors are likely to continue to use their established foreign investment managers for their increased foreign equity portfolios.

But if you're still working and earning a good income, a dividend strategy may come at a high cost, especially if your taxable portfolio includes foreign equity ETFs.

These valuation effects, however, also resulted in a decline in net foreign equity liabilities in the quarter.

Here's what I mean: for foreign exposure, most of us own foreign equity mutual funds and ETFs.

If your asset allocation is 100 % equities you are better off keeping foreign equities in an RRSP than everything in a taxable account.

So if your portfolio included foreign equities during last year's bull market, your stocks went up and these currencies appreciated relative to the Canadian dollar.

Which raises the question: Just how much of your portfolio should be in foreign equities anyway?

Changing exchange rates can have a large effect on returns of foreign equities.

When you buy an ETF that holds foreign equities, you're taking on two different risks.

For foreign equities, however, the currency impact of exchange rate fluctuations on the volatility of total returns is minimal.

Consider two foreign equity ETFs: one appreciates in price by 3 % and pays a 4 % dividend, while the other grows by 5 % but pays a 2 % dividend.

The fund combines a portfolio of domestic and foreign equity securities, including emerging markets securities, with the use of alternative investment strategies to provide growth with lower volatility.

This will require Canadian equity managers to sell Canadian stocks to fund the investment in foreign equities with the foreign managers.

This implies an explicit foreign equity exposure of 20 % of the total portfolio and about 28.6 % of its equity portion (20 % in a portfolio with 70 % of «assets that promise equity - like returns»).

EOD's NAV has risen just 6 % since the start of the year — far short of other foreign equity funds, including Lazard Global Total Return & Income Fund (LGI) or the Clough Global Equity Fund (GLQ).

IMHO, hedging foreign equity holdings back into CAD is expensive and detrimental.

In November, China said it will lift the ceiling on foreign equity ownership in joint - venture firms involved in the futures, securities and funds markets to 51 percent from 49 percent, adding that all ownership limits in many financial sectors will be dismantled after three years.

There is a vehicle to get the gains from foreign equity diversification that washes out currency fluctuations, at a reasonable cost in my view, in the form of iShares ETF funds XSP (S&P 500) and XIN (MSCI EAFE).

ARKW is an actively managed ETF that seeks long - term growth of capital by investing under normal circumstances primarily (at least 80 % of its assets) in domestic and U.S. exchange traded foreign equity securities of companies that are relevant to the Fund's investment theme of Web x. 0.

Just like the other foreign equity ETFs the management fee listed is inclusive of the management fee charged by VWO.

With the 2013 launch of excellent unhedged foreign equity ETFs from Vanguard and iShares, there's less incentive to use U.S. - listed ETFs than there used to be.

The Mackenzie Ivy Foreign Equity Fund data is for the «A» version of the fund, for investors who invest through advisers (Management Expense Ratio: 2.52 %).

The removal of the FPR will mean increased participation in foreign equity underwritings by Canadian dealers for their retail distribution networks, but they will likely take a less lucrative and subordinate role in the underwriting syndicate than in domestic Canadian deals.

Whether it's a quick account question or a deep dive into foreign equity investment theory, our licensed advisors and service specialists are ready to help you understand what's going on in your portfolio.

The 2013 survey also suggests that hedging ratios for foreign equity assets were lower than those of foreign debt assets, which is also consistent with the results of the 2013 National Australia Bank Superannuation FX Survey (NAB Survey; NAB 2013).

The gains over the last six years have been much more impressive in the U.S. and, as a result, valuations of many foreign equity markets remain more attractive than the stretched valuations in the U.S., in our opinion.

A month later, China said it will lift the ceiling on foreign equity ownership in joint - venture firms involved in the futures, securities and funds markets to 51 percent from 49 percent, though no timetable was set.

Foreign equities moved higher for a seventh successive quarter, advancing 5.3 per cent in Canadian dollar terms against 5.2 per cent for the MSCI World Index.

The new fund will allow Canadian investors to build their entire foreign equity exposure using Vanguard ETFs: VTI (entire US market with a MER of 0.07 %), the Europe Pacific ETF (international developed markets with a MER of 0.15 %) and VWO (emerging markets for a MER of 0.30 %).

After taking over the reins in 1987, David Swensen, the chief investment officer of Yale Endowment, moved aggressively into non-traditional and often illiquid asset classes like foreign equity, absolute return, real assets and private equity.

«With the U.S. dollar appreciating 9.0 per cent against the loonie, U.S. equities returned 22.9 per cent for the year and were the largest contributor of foreign equity gains for Canadian DB Plans,» said MacDonald.

«Investors have poured billions of dollars into currency hedged ETFs to gain exposure to foreign equities while being hedged against local currency risk,» said Michael L. Sapir, cofounder and CEO of ProShare Advisors LLC, the advisor to ProShares.

The reality, as I've pointed out in previous posts, is quite different: currency - hedging funds significantly lag the returns of foreign equity investors year after year.

This is because they're filled with high - coupon corporate bonds, real - estate investment trusts, and high - dividend foreign equities, all of which generate a lot of fully taxable income.

The Dodge & Cox International Stock Fund (DODFX) is a low - cost, actively managed fund that seeks to provide investors with foreign equity exposure.

@Aleks: Holding foreign equity US - listed ETFs in an RRSP account is generally more tax - efficient than holding Canadian - listed ETFs.

Although foreign equities can be part of a diversification strategy, keep in mind that nearly half of the earnings of large U.S. companies comes from overseas, so you may already have exposure to foreign markets.4

Could it be that, since the euro - zone crisis in 2011, U.S. stocks have crushed foreign equities?

US equities: Tracking foreign equities is always more difficult due to withholding taxes.

In December of 2013, Mr. Moroz won the prestigious Morningstar Foreign Equity Fund Manager of the Year award at the 19th annual Morningstar Awards.