Sentences with phrase «canadian equity funds»

And indeed, over half of Canadian equity funds managed to out - perform the index that year, a massive increase over the typical numbers.

The funds» returns are compared against the S&P / TSX Composite Index, the traditional benchmark for Canadian equity funds.

For example, Canadian Equity Funds may perform well when Global Equity Funds perform poorly, or Fixed Income Funds may perform well when equity funds are not.

Almost all of the typical Canadian Equity funds count the Big 5 banks and large insurance companies among the top 10 holdings.

PH&N and Saxon have very good Canadian equity funds.

Remember that many of these Canadian Equity funds actually have a mandate to invest 10 - 20 of the fund in US or other foreign investments.

I agree with MCF's point that Canadian equity funds should be compared with TSX Composite Index instead of a blended index.

So if the blended index is denominated in Canadian dollars and contains a chunk of US equities, that chunk will have suffered a currency drop that Canadian Equity funds did not.

Yet the adviser six - pack often includes two or more Canadian equity funds that are highly correlated and could easily be replaced by a single holding.

In the second half of 2008, for example, a majority of actively managed Canadian equity funds beat the index.

An astonishing 93 % of Canadian equity funds failed to keep up with the S&P / TSX composite index.

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.

While typical management expense ratios on Canadian equity funds are 2.54 %, RBCâ $ ™ s D - series fees charge only 1.15 %.

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.

To find funds that truly are value investors, I conducted a similarity analysis of historical returns and measured the statistical correlation between the monthly returns from various Canadian equity funds and the monthly returns from value and growth indexes.

Amazingly, the TD rep failed to mention that the TD Canadian Bond and TD Canadian Equity funds failed to outperformed their e-Series equivalents over the last five years.

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.

We understand that most Canadian equity funds may be rated as «moderate» risk under the CSA proposal.

Interestingly, the compounded five - year return of RI Canadian equity funds was 9.72 % compared to regular equity funds» 8.72 %.

I have made monthly investment in the National Bank Dividend mutual funds and the Sprott Canadian Equity funds.

Over a 5 year time horizon, 77 % of active Canadian equity funds underperformed their benchmark.

If you're holding bond funds in non-registered accounts and Canadian equity funds in your RRSP, for example, you're paying too much tax.

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

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.

Similarly, if you hold four Canadian equity funds, chances are that they hold many of the same companies.

My FAQ page points out triumphantly that 92.6 % of actively managed Canadian equity funds have trailed the S&P / TSX Composite over the last five years, according to Standard & Poor's, which issues a quarterly report on active funds versus the indexes.

According to the most recent data from Standard & Poor's, a mere 2.5 % of actively managed Canadian equity funds outperformed the market during the five years ending in 2010.

While few large - cap Canadian equity funds outperformed the market in the Morningstar study cited earlier, the vast majority of active Canadian small - cap funds — some 93 % — outperformed their benchmarks.

When we owned mutual funds we had a few different Canadian equity funds as well as US, International and emerging market funds.

Last year, Morningstar named Viswanathan's Mawer Canadian Equity Fund the country's best in its class.

I'm now invested in three Sun Life Global Investment (SLGI) funds: the SLGI MFS Global Growth Fund, SLGI MFS Global Value Fund and SLFI Blackrock Canadian Equity Fund.

RBC Global Asset Management Inc. (RBC GAM Inc.) today announced the expansion of its mutual fund lineup with the launch of RBC Trend Canadian Equity Fund...

2016.11.28 RBC Global Asset Management Inc. launches RBC Trend Canadian Equity Fund RBC Global Asset Management Inc. (RBC GAM Inc.) today announced the expansion of its mutual fund lineup with the launch of RBC Trend Canadian Equity Fund...

I replaced the global fund with XAW (All World EX Canada) & I liked the Canadian Equity fund so much that I just moved it to a Series D fund with lower MER.

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.

Morningstar: More than just rating fundsBridgehouse Asset Managers, in collaboration with Morningstar Associates, has launched an actively managed Canadian equity fund.

Notes: Source: Morningstar Manager Research Paper, «Have Active Canadian Equity Fund Managers Earned Their Keep?»

You can invest in a particular fund (e.g. a Canadian equity fund) that underperforms its benchmark (e.g. the S&P / TSX Composite Index) for the period that you've invested in it.

The boldest move was to slash the fee to just 0.05 % on its broad - market Canadian equity fund, the iShares S&P / TSX Capped Composite (XIC).

That makes the $ 1.37 billion (AUM) Canadian equity fund arguably the lowest - fee ETF or mutual fund in the country: the previous claim for lowest MER was the Horizons S&P / TSX Index ETF (HXT / TSX).

For example, our Canadian equity fund's benchmark would be the S&P / TSX Composite Index.

For example, if you have a Canadian equity fund that focuses on small companies, you may want to compare it to the S&P / TSX Small Cap Index.

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.

Last year we found that our All - Stars bested every single Canadian equity fund over the prior five years.

Although Stephen Takacsy has amassed a strong base of dividend - paying stocks in the Lester Canadian Equity Fund, the portfolio manager is finding torque in technology names.

Lester Canadian Equity Fund: For clients who have less than $ 500,000 in investments and who want exposure to Canadian equities, this fund was created to provide greater diversification than can be achieved in a smaller segregated account.

For example, instead of tracking the S&P / TSX Composite, the Canadian equity fund will now simply hold shares in the BMO Dow Jones Canada Titans 60 Index ETF.

Case in point: the Investors Canadian Equity fund, with its 2.7 % MER (plus deferred sales charge) and its bottom - decile performance, has $ 2.34 billion in assets.