Sentences with phrase «canadian equity category»

Here are some highlights in the Canadian equity category:

In the Canadian equity category, RBC Canadian Equity Income remains in the lead, after reporting another year of superior performance.

In the Canadian Equity category, for example, we find that Canadian fund investors earned an aggregate return of — 10.42 % in 2011, compared with the index return of — 8.71 %.

Funds in the Canadian Equity category must invest at least 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be greater than the Canadian small / mid cap threshold.

For the broad Canadian Equity category, the comparison was between 59 funds and the iShares S&P / TSX Capped Composite ETF.

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

Common shares: Of the five categories of blue - chip Canadian equities that I continually monitor, only one, financials, had a negative total return this year at -6.5 %.

Edmonton, April 11, 2016 — Canadian Western Bank (CWB) is proud to have recently been recognized by Employment and Social Development Canada at the inaugural Employment Equity Achievement Awards in the category of Improved Representation.

Canadian Western Bank (CWB) is proud to have recently been recognized by Employment and Social Development Canada at the inaugural Employment Equity Achievement Awards in the category of Improved Representation.

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 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 Cequity holdings in securities domiciled in Canada.

When we did, we discovered that over the last five years, our All - Stars beat the best Canadian equity fund (in either the pure or focused categories) by nearly two percentage points a year — and the second best fund by more than three percentage points a year.

I worked with six categories of funds — Canadian Balanced, Canadian Bonds, Canadian Equity, Canadian Small Cap, Global Equity and U.S. Equity funds.

In describing their historical performance, private investment counsel firms will usually show composite returns earned by their clients in an investment category like Canadian equity compared to a relevant benchmark (in this case, the S&P / TSX Composite Index).

Funds in the Canadian Small / Mid Cap Equity category must invest at least 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be lower than the Canadian small / mid cap threEquity category must invest at least 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be lower than the Canadian small / mid cap threequity holdings in securities domiciled in Canada, and their average market capitalization must be lower than the Canadian small / mid cap threshold.

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 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 Cequity holdings in securities domiciled in Canada.

This stems from our data suppliers providing us with incorrect investment categories, namely both having been classified as Canadian Equity.

Funds in the Canadian Focused Equity category must invest at least 50 % and less than 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be greater than the Canadian small / mid cap threEquity category must invest at least 50 % and less than 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be greater than the Canadian small / mid cap threequity holdings in securities domiciled in Canada, and their average market capitalization must be greater than the Canadian small / mid cap threshold.

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:

When we did, we discovered that over the last five years, our All - Stars have beaten more than 95 % of Canadian equity funds, in either the pure or focused categories.

This year, I had to raise the minimum consistency requirement to 60 % (versus above 50 % for other categories) for Canadian equity funds in order to reduce the Honour Roll funds to a manageable number.

raise the minimum consistency requirement to 60 % (versus above 50 % for other categories) for Canadian equity funds in order to reduce the Honour Roll funds to a manageable number.

Each set portfolio usually includes core asset categories that include investment - grade bonds, stocks (Canadian, U.S. and global) and sometimes also other asset categories such as real estate investment trusts, emerging markets equities and high - yield bonds.

1The above ratings are all based out of 419 funds in the Canadian Equity Morningstar category as at 30/04/2018.

The Canadian Small / Mid Cap Equity category was the best - performing domestic equity fund index, inching up 1.9 % in Equity category was the best - performing domestic equity fund index, inching up 1.9 % in equity fund index, inching up 1.9 % in April.