Canso Investment Counsel: Credit and Deep Value, Balanced and Global Equity, since 2009; Crusader Asset Management:
Canadian Equity Income, since 2012; 18 Asset Management: Canadian Equity, since 2012; Seamark Asset Management: Balanced and Global Equity, since 2015; Slater Asset Management: Preferred Shares, since 2015; Triasima Portfolio Management: Balanced and World Equity, since 2016; Roundtable Capital Partners: Low Volatility Equity, since 2016; Fulcra Asset Management: Balanced, since 2017
In the Canadian equity category, RBC
Canadian Equity Income remains in the lead, after reporting another year of superior performance.
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.
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.
I sold the following two funds: RBC
Canadian Equity Income Class A RBC Global Dividend Growth Class A
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.
Are
Canadian investors in for another lean year in domestic
equity and fixed
income markets?
While focused on securities that trade on North American markets, our suite of investment solutions includes
Canadian and US
equity and fixed
income segregated strategies as well as our proprietary pooled funds.
For the following F - series funds, these dates were: Corporate Advantage Fund (September 11, 2015), High Yield Bond Fund (hedged and unhedged)(September 11, 2015),
Canadian Dividend Fund (September 11, 2015), US
Equity Fund (May 25, 2016), US Dividend Fund (September 26, 2016), US Small / Mid-Cap
Equity Fund (October 31, 2016), International
Equity Plus Fund (May 25, 2016),
Income Advantage Fund (September 11, 2015), and Balanced Fund (August 25, 2015).
Strong
equity markets would only elevate the incentive to buy
Canadian fixed -
income securities because of a recent connection between the S&P 500 and the loonie.
Adroit Investment Management provides discretionary wealth management for individuals, corporations and institutions with core investments in
Canadian equities, non-
Canadian equities and fixed
income products.
TMX Group, a
Canadian financial services company that operates
equities, fixed
income, derivatives, and energy markets exchanges, has posted a series of short online...
Fund Size: $ 316.7 B Asset Mix: 55.4 %
Equity; 21.5 % Fixed
Income; 23.1 % Real Assets
Canadian Equity: 3.3 % US / EAFE
Equity: 27.9 % Emerging
Equity: 5.7 % Private
Equity: 18.5 % Fixed / Plus / Global Bonds / Mortgages / Credit: 21.5 % Real Estate: 12.6 % Looks good to me!!
In 2005, Mr. Hodgson was tasked with rebuilding Goldman Sachs Canada after the firm had curtailed its
Canadian investment banking, fixed
income, and
equity research operations in 2003.
Funds in the
Canadian Dividend &
Income Equity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in C
Income Equity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in C
Equity category must have a stated mandate to invest primarily in
income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in C
income - generating securities and must invest at least 70 % of their
equity holdings in securities domiciled in C
equity holdings in securities domiciled in Canada.
In addition, these funds must invest at least 50 % of their non-cash assets in
income - generating securities such that the 3 - year weighted average yield on the
equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity
equity component of the fund's portfolio is at least 1.5 times the average yield of the
Canadian Equity Fund benchmark, defined as the S&P / TSX Equity
Equity Fund benchmark, defined as the S&P / TSX
Equity Equity Index.
Canadian dividend /
income equity funds held sixth place in terms of 15 - year performance.
The strategy provides exposure to Sionna's large cap
equity mandate and a concentrated portfolio of
Canadian fixed -
income securities issued by federal, provincial and municipal governments.
We asked them to pick the top
Canadian equity, U.S.
equity, international
equity and fixed
income ETFs listed on the Toronto Stock Exchange, based on a few broad criteria.
Speed matters because
Canadians haven't been accumulating
income at the same rate, and much of their wealth is contingent on the value of assets such as houses and
equities staying high.
For instance, a
Canadian equity ETF would be best in a non-registered account, and a fixed -
income ETF would be best in your RRSP.
Most of his holdings are in registered and non-registered accounts — mainly cash and fixed
income, with 30 % made up of high - fee
Canadian equity mutual funds with management expense ratios (MERs) of up to 2.4 %.
An example: the TD Comfort Balanced Portfolio places 55 % in a fixed -
income fund and divides the other 45 % among four
Canadian and global
equity funds, all for a combined fee of less than 2 %.
Are
Canadian investors in for another lean year in domestic
equity and fixed
income markets?
The Horizons Enhanced
Income Equity ETF (HEX), for example, currently sports a yield of over 10 %, yet its total return over the 12 months ending in June was — 11.8 %, worse than the overall
Canadian market.
You also need a few ingredients to make a well - diversified investment portfolio — some
Canadian equity, some U.S. and international
equity and a dollop (even a large dollop) of fixed
income, perhaps in the form of bonds or a bond fund.
Active
Canadian equity ETFs make up only one or two per cent of the $ 85 - billion domestic ETF market, although industry executives say it's closer to the four - to - six - per - cent range when you include actively managed fixed -
income products.
These new passive ETFs include fixed
income and
equity solutions designed to help investors capture the performance of broad - based
Canadian fixed
income and
Canadian, U.S. and international markets.
iShares Dow Jones Canada Select Dividend Index ETF (TSX: XDV): 52,719 Claymore S&P / TSX
Canadian Dividend ETF (TSX: CDZ): 56,752 iShares S&P / TSX
Equity Income Index ETF (TSX: XEI): 8,234 BMO
Canadian Dividend ETF (TSX: ZDV): 1,200 PowerShares
Canadian Dividend Index ETF (TSX: PDC): 6,100
My «advisor» at MDM is OK with our 127K divided almost equally between fixed
income (MD bond and mortgage fund, mer 1.4) and
Canadian equity (MD dividend fund, also 1.4 MER)
Canadian consumer debt to personal disposable
income has soared to 167 per cent — an all - time high, made more problematic by the fact that home
equity lines of credit (HELOC) comprised much of the increase.
His Multinational Growth fund (where he put all his money) and his Micro-Cap fund both made me huge gains above the market, and the
Canadian Equity and
Income Trusts funds also out - performed.
For this exercise two efficient frontiers were constructed from traditional asset classes (money market, fixed
income, global
equity and
Canadian equity).
In addition, these funds must invest at least 50 % of their non-cash assets in
income - generating securities such that the 3 - year weighted average yield on the
equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity
equity component of the fund's portfolio is at least 1.5 times the average yield of the
Canadian Equity Fund benchmark, defined as the S&P / TSX Equity
Equity Fund benchmark, defined as the S&P / TSX
Equity Equity Index.
Pursue long - term capital growth by investing primarily in
Canadian equity mutual funds for higher growth potential, with some exposure to
Canadian fixed
income securities for diversification
Funds in the
Canadian Dividend &
Income Equity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in C
Income Equity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in C
Equity category must have a stated mandate to invest primarily in
income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in C
income - generating securities and must invest at least 70 % of their
equity holdings in securities domiciled in C
equity holdings in securities domiciled in Canada.
Guardian offers balanced fund mandates, specialty
Canadian equity, fixed
income expertise and investment management for U.S, international and global mandates.
They are also diversifying the business by product as well, having
Canadian equity, global
equity, hedge funds, fixed
income and sector funds.
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.
(5) Distributions for the Horizons Enhanced
Income US
Equity (USD) ETF are declared and paid in U.S. dollars, including those listed under the
Canadian dollar - traded ticker HEA.
By the time their mortgages reset, borrowers may also have higher
incomes and more
equity in their homes to help soften the effect of rising rates, said Benjamin Reitzes, a
Canadian rates and macro strategist at BMO Capital Markets.
Perhaps the second foot will fall next year but in the meantime, our panel views our long - standing picks as more tax efficient in non-registered portfolios: particularly in
Canadian equities: Horizons» HXT and in fixed
income, First Asset's BXF, and BMO's ZPR.
Just as many
Canadians are underweight global
equities and US technology, arguably many are also underweight international fixed
income.
You could make the case for building a portfolio of just four ETFs, providing you with a healthy mix of
Canadian, U.S. and international
equities as well as your fixed -
income needs.
All iShares funds in the
Canadian Equity,
Canadian Fixed
Income, International
Equity and Portfolio Builder categories that are not listed below are affected by this change:
Check out the fund's allocation to US,
Canadian, International
equities and to fixed -
income.
This already high
equity weighting of most
Canadian pension plans make it difficult to cut back their
Canadian fixed
income exposure.
This makes for a «normal» policy asset mix of 40 %
Canadian equities, 30 % foreign
equities and 30 % in fixed
income.
Canadians on average expect approximately 10 % of their retirement
income to come from home
equity, with another 30 % to come from government plans, 27 % from personal savings, 23 % from employer pension plans, 5 % from an inheritance and 6 % from other sources.
They know of no
Canadian insurance company that offers a true deferred
income annuity (DIA or ALDA), not do they offer a variable
income annuity or
equity - indexed annuities with living benefits: all available in the US.