Sentences with phrase «canadian equity»

If you're a DIY investor looking for historical returns on specialized Canadian equity indexes, you'll need to know your way around a spreadsheet.

If you're paying 2 % or more for a Canadian equity fund that just holds the big banks and energy producers that dominate index funds, your chance of beating the market is virtually zero.

Right now, the couple has almost 75 % invested in Canadian equity and they are paying close to 2 % a year in fees.

I have about $ 170,000 and my initial thought was to use the Couch Potato method: 40 % bonds, 25 % Canadian equity, 20 % U.S. equity and 15 % international equity.

FGP invested these donations in its flagship fund, the FGP Canadian Equity Fund, on behalf of the Holland Bloorview Investor Challenge.

They are also diversifying the business by product as well, having Canadian equity, global equity, hedge funds, fixed income and sector funds.

Guardian offers balanced fund mandates, specialty Canadian equity, fixed income expertise and investment management for U.S, international and global mandates.

These returns rank us among the top performing Canadian equity managers in the country, and were achieved with lower risk ** than the market.

At least in part, however, flows into Canadian equity ETFs can be attributed to a growing sense of optimism towards Canada's economy and its financial markets.

That's why Canadian equity funds are best used as part of a long - term investment strategy.

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

Some Canadian equity funds invest in companies based on, among other things, market capitalization (the market value of all outstanding company shares).

Canadian equity funds buy shares in a wide range of Canadian companies.

Generally, small - cap Canadian equity funds invest mostly in small or very specialized companies, while large - cap Canadian equity funds hold mostly large corporations.

But inflation has explained only 2 % of US equity returns, and only 3 % of Canadian equity returns.

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 Index.

Although there was a reasonable split between equity and bond, the Canadian Equity asset class was over-weighted and US and International Equity were underweighted.

Lester Asset Management's Canadian Equity Composite * has generated significant «value added» (excess) returns versus the TSX Composite as per the tables below.

The portfolio manager of the Lester Canadian Equity Fund, approximately one - third of which is in large - cap dividend payers, and the remainder focusing on smaller growth - oriented companies, highlighted protectionist policies such as tariffs and import taxes.

I currently hold, let's say roughly, a 7 000 $ into a TFSA invested in the Sprott Canadian Equity Fund.

Now I've simplified the bulk of my portfolio down to a bond fund, Canadian equity ETF (XIU), US equity ETF (VTI) and a Global equity ETF VEU.

As for now, my Sprott Canadian Equity Fund investment is already in my Canadian non registered account!

Investors wanting to avoid f / x risk have two unappetizing options: dial up their Canadian equity exposure and miss some important sectors (such as health care & technology) or currency - hedge their investments.

Which mean that tomorrow morning, I will be calling again TD Waterhouse and proceed with the transfer of the Sprott Canadian Equity Fund into RRSP.

Anyhow, no matter how good is TD Waterhouse, I was thinking about transferring the 7 000 $ I hold in my TFSA under the Sprott Canadian Equity Fund into RRSP before the end of 2010.

But the Canadian Equity Eseries is has only returned 5.4 % versus 8.5 % for the normal index fund.

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.

Also, for my 2011 TFSA contribution, I will have a new 5 000 $ to invest + the amount of the withdraw of the Sprott Canadian Equity Fund.

Deals like that helped the Lester Canadian Equity Fund generate a return of 24.7 per cent in 2016, which was achieved with very little oil and gas exposure, no mining or gold stocks, and no banks.

After reading Dan's post on the new Vanguard FTSE All - World ex Canada ETF I'm seriously considering a two - fund solution to my portfolio (that one combined with Vanguard's Canadian equity fund).

To demonstrate, the performance of the Burgundy Canadian Equity Fund * is shown below, which, by the end of 2013, had turned $ 1.00 into $ 5.14.

Not surprisingly we found that the frontier that uses the equally weighted dividend paying stock basket in lieu of the S&P / TSX Composite Index as representation of the Canadian equity component of the diversified basket, provided the superior compliment to the global portfolio yielding a superior risk / return trade - off set.

RBC Canadian Equity Index ETF seeks to replicate, to the extent possible and before fees and expenses, the performance of a broad Canadian equity index.

Fred Pynn continued to do well with Canadian Equity, but then they were bought out by Franklin Templeton.

One final risk / return approach is to consider the impact of the addition of Canadian equity to a portfolio of diversified assets.

For this exercise two efficient frontiers were constructed from traditional asset classes (money market, fixed income, global equity and Canadian equity).

Say you own three ETFs — one Canadian equity, one international equity, and one bond fund, all with a 33 % weighting.

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.

RBC Quant Canadian Equity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality Canadian equity securities that have the potential for long - term capital growth.

Geographical diversification can help alleviate the Canadian equity market's industry sector mismatch.

Either ETF would be a fine choice for the Canadian equity portion but, in my opinion, the XIC is a slightly better choice as it tracks a broader index and the weight of a single stock is capped at 10 %.

Sprott Canadian Equity Fund was supposed to be my mine of gold.

But the question that remain is if Sprott Canadian Equity Fund still represent a good investment and to this question well, I do not have the answer.

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)

The Agreement will ensure that market participants will continue to have access to a comprehensive suite of investable indices for the Canadian equity markets, as well as North American and global markets.

However, if you are interested in investing in Canada as whole, EWC seeks to track the MSCI Canada Index, a measurement of the Canadian equity market.

For me (a while ago lol), Sprott Canadian Equity Fund was the «investment» or was supposed to be the one.

This explains how it is that the Canadian equity market has managed to outperform the S&P 500 this year by a cool 2,000 basis points (in this sense, Canada is basically a low - beta way to play the emerging markets via commodity exposure).

For many institutional investors, one of the most convenient and often inexpensive ways to gain exposure to the Canadian equity market is via S&P / TSX 60 futures contracts.

Beyond this, you must also consider their sector representation (some of the Canadian equity ETFs, for instance, have large financial sector exposure) as well as whether a CAD currency hedge (aimed at removing their foreign currency risk) is something for you or not.