David Taylor, portfolio manager of the IA Clarington Focused
Canadian Equity Class, which outperformed its peers in Morningstar's Canadian Focused Equity and Canadian Equity categories with a return of 35.5 per cent, made a gutsy call in the first couple months of 2016.
Not exact matches
Lauzon's Middlefield Income Plus
Class Series A fund won a Lipper Award last year for the best - performing
Canadian equity balanced fund over a 10 - year period.
Last year, Morningstar named Viswanathan's Mawer
Canadian Equity Fund the country's best in its
class.
Fehr then conducted an analysis to assess which of seven asset
classes — international
equities, U.S.
equities,
Canadian equities, bonds, currencies, commodities or cash — are receiving the most positive cash flows on a global basis.
I sold the following two funds: RBC
Canadian Equity Income
Class A RBC Global Dividend Growth
Class A
We replaced the balanced fund with individual asset
class securities (index funds): a
Canadian equity index fund, a U.S.
equity index fund, an international
equity index fund, a bond index fund, etc..
Although there was a reasonable split between
equity and bond, the Canadian Equity asset class was over-weighted and US and International Equity were underwei
equity and bond, the
Canadian Equity asset class was over-weighted and US and International Equity were underwei
Equity asset
class was over-weighted and US and International
Equity were underwei
Equity were underweighted.
Corporate
Class Dividends paid on February 22, 2017Bridgehouse Corporate
Class Inc. paid eligible dividends for the Greystone
Canadian Equity Income & Growth
Class and Sionna
Canadian Equity Private Pool to shareholders of record at the close of business on Tuesday February 21, 2017.
Corporate
Class Dividend Estimates as of February 21, 2017Bridgehouse Corporate
Class Inc. has declared ordinary dividends to shareholders in the Greystone
Canadian Equity Income & Growth
Class and Sionna
Canadian Equity Private Pool payable on February 22, 2017 to shareholders of record at the close of business on February 21, 2017.
If the return on this asset
class was overestimated by just 0.5 %, the optimizer increased the allocation to
Canadian equities to 45 %.
Not only has it undercut its major ETF rivals in the key asset
class of
Canadian equities but it's widened the already egregious gap between the Management Expense Ratios (MERs) of ETFs vis - à - vis
Canadian mutual funds.
Back when the
Canadian dollar was trading roughly at par with the U.S. dollar (and briefly above it), it was a great opportunity for
Canadian investors to diversify outside of the
Canadian equity market to buy world -
class U.S. stocks in sectors underrepresented in Canada: technology, health care, pharmaceuticals, consumer staples and the like.
For this exercise two efficient frontiers were constructed from traditional asset
classes (money market, fixed income, global
equity and
Canadian equity).
Although there was a reasonable split between
equity and bond, the Canadian Equity asset class was over-weighted and US and International Equity were underwei
equity and bond, the
Canadian Equity asset class was over-weighted and US and International Equity were underwei
Equity asset
class was over-weighted and US and International
Equity were underwei
Equity were underweighted.
The CPP Fund is invested in a three main asset
classes — 50 percent in
Canadian and Global public and private
equity markets, 33 percent in fixed income and the rest in real assets like real estate and infrastructure.
The cost disparity between
Canadian actively managed mutual funds and
Canadian actively managed ETFs can be dramatic: The average management fee of an actively managed
Canadian actively managed
equity ETFs in Canada is approximately 0.59 % versus a full 1.00 % for
Canadian actively managed F -
class mutual funds.
Yes,
Canadian can almost solely invest with Vanguard ETFs, but two important asset
classes that are missing with Vanguard ETFs are
Canadian bonds and
Canadian equity.
The ETFs will cover
Canadian bonds,
Canadian equities and International
equities asset
classes.
In allocating HMA's portfolio, Landry selects the top ranked global asset
classes, out of a current universe of 16; which include in part,
Canadian and U.S.
equities, emerging market
equities, U.S. and
Canadian bonds, real estate investment trusts, and gold.
This Fund seeks to provide capital appreciation and some income by investing in both
equity and fixed income securities based on a prescribed allocation among four distinct asset
classes:
Canadian bonds,
Canadian equity, U.S.
equity and international
equity.
September 30: Switched the DFA
Canadian Vector
Equity Fund
Class F (DFA600) to the DFA
Canadian Core
Equity Fund
Class F (DFA256).
This Fund seeks to provide a balance of income and capital appreciation by investing in both fixed income and
equity securities based on a prescribed allocation among four distinct asset
classes:
Canadian bonds,
Canadian equities, U.S.
equities and international
equities.
This Fund seeks to provide capital appreciation by investing in
equity securities based on a prescribed allocation among three distinct asset
classes:
Canadian equity, U.S.
equity and international
equity.
Home country bias or no,
Canadian equities remain the core asset
class for domestic investors, in both registered plans and taxable ones.
Bank of Montreal Covered Call
Canadian High Dividend Callable
Equity Income Principal At Risk Notes, Series 607 (CAD)(F -
Class)
Notable mandates: Acted for Soltoro Ltd. in connection with its successful disposition by plan of arrangement to Agnico Eagle Mines Ltd.; co-counsel for Trillium Motor World Ltd. in
class action against General Motors of Canada Ltd. and Cassels Brock & Blackwell LLP; acted for
Canadian Solar Inc. in connection with raising an aggregate of US$ 50 million in
equity and US$ 100 million in debt financing for acquisition financing and working capital purposes; external counsel to the Regional Municipality of York, providing a wide range of municipal, real estate, expropriation, litigation, and commercial law advice and services; counsel to minority shareholder of a Nevis LLC worth more than US$ 500 million with respect to a claim for relief from unfair prejudice in litigation in Nevis and the Commercial Division of the Eastern Caribbean Supreme Court in British Virgin Islands, and in contemporaneous related actions in Belize and the United States.