Sentences with phrase «canadian equity income fund»

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.

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).

I sold the following two funds: RBC Canadian Equity Income Class A RBC Global Dividend Growth Class A

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!!

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 CIncome 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 CEquity 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 Cincome - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in Cequity 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 Infund'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 InFund benchmark, defined as the S&P / TSX Equity Equity Index.

Canadian dividend / income equity funds held sixth place in terms of 15 - year performance.

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 %.

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.

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)

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.

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 Infund'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 InFund 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 CIncome 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 CEquity 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 Cincome - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in Cequity 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.

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 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.

Two years later, Amin Mawani, Moshe Milevsky, and Kamphol Panyagometh published a paper in the Canadian Tax Journal called The Impact of Personal Income Taxes on Returns and Rankings of Canadian Equity Mutual Funds.

One solution may be to put 10 % into a Manulife fixed income mutual fund and split the other 90 % four ways with 22.5 % in a Canadian equity fund, 22.5 % in a Canadian growth fund, 22.5 % in a U.S. equity fund and 22.5 % in an international equity fund.

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.

The idea is simplicity itself: it can consist of holding as few as four funds, typically a fixed - income one and three equity funds holding equal parts Canadian, U.S. and international stocks.

«All of our investments are in low - fee ETFs or index funds in a couch potato portfolio split 20 % U.S. equities, 20 % international equities, 20 % Canadian equities, and 20 % fixed income.

The ETF may also invest in preferred shares of companies located in the United States, fixed income securities of Canadian and U.S. issuers, including other income generating securities, as well as Canadian equity securities and exchange traded funds that issue index participation units.

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As CIO, Marks overseas all Canadian equity and Canadian fixed income mandates, including the BMO Canadian Equity Fund, BMO Asset Allocation Fund and BMO Dividendequity and Canadian fixed income mandates, including the BMO Canadian Equity Fund, BMO Asset Allocation Fund and BMO DividendEquity Fund, BMO Asset Allocation Fund and BMO Dividend Fund.