Sentences with phrase «canadian equity index fund»

Schlenker suggested Jennifer put half her daughters» RESP money in a Canadian bond index fund, 20 % in a Canadian equity index fund, 15 % in a U.S. equity index fund, and 15 % in an international stock index fund.

With a management fee of just 0.12 % (the MER will be a few basis points higher), VCN is now the cheapest broad - market Canadian equity index fund available.

Canadian equities: You should expect a Canadian equity index fund's tracking error to be about as large as its MER — perhaps a few basis points more.

If you buy a cap - weighted Canadian equity index fund, you're investing 30 % of your money in the financial sector and just 3 % in consumer staples.

We replaced the balanced fund with individual asset class securities (index funds): a Canadian equity index fund, a U.S. equity index fund, an international equity index fund, a bond index fund, etc..

For instance, how many Canadian equity index funds consistently outperformed, say, the Mawer New Canada fund over the last 20 years?

Not exact matches

I also hold additional equity assets via Canadian index ETFs and mutual funds.

Only 8 % of actively managed U.S. equity funds outperformed the S&P 500 in Canadian dollar terms, while less than 5 % of actively managed International equity funds outperformed their respective index return.

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

53.2 % of Canadian Equity active funds outperformed the S&P / TSX Composite Index.

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.

However, Canadians already have significant holdings in local markets through index funds, ETFs, mutual funds or direct stock holdings and need to calibrate their allocation to Canadian equities to account for the additional exposure through VEU, which at present is 5.5 %.

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.

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.

Canadian equity iShares Core S&P / TSX Capped Composite Index ETF [TSX: XIC] TD Canadian Index Fund [TDB900]

iShares uses cap - weighted indexes for almost all of its equity ETFs, including its Canadian Composite Index Fund (TSX: XIC) and the Canadian S&P 500 Index Fund (TSX: XSP).

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.

Let's say an investor allocates equal amounts to Canadian, US, and international equity index funds, and that she contributes $ 1,000 a month to her account.

The Canadian equity component of the Streetwise Balanced Fund is pegged to the S&P / TSX 60 Index, which includes large - cap stocks only.

The table below shows the tracking error of Canadian equity ETFs and index funds in -LSB-...]

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.

In fact, between 2008 and 2012, only 9.84 % of Canadian equity fund managers beat the S&P / TSX Composite Index.

Say, for example, a Canadian equity fund beats the S&P / TSX Composite Index over some period, and the manager takes credit for her superior stock - picking skills.

Canadian investors who want to passively track our equity markets through ETFs have two choices — the iShares CDN Large Cap 60 Index Fund (XIU) or the iShares CDN Capped Composite Index Fund (XIC).

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

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.

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.

Although U.S. stocks have risen in value in their native currency over that period, U.S. equity index funds saw negative returns when measured in Canadian dollars.

But as a long - term strategy, I believe Canadian investors should use unhedged index funds for their U.S. and international equities.

Apart from Canadian equities, which will be in direct holdings in a handful of stocks, all new money will be invested in ETFs or index funds.

The BMO US Equity ETF is significantly more expensive than the Vanguard Total Market ETF (VTI) but is likely to be a significant competitor to the iShares CDN S&P 500 Hedged to Canadian Dollars Index Fund (XSP).

Let's turn our attention to the «evidence» presented in a chart yesterday that shows 9 out of 10 largest Canadian equity mutual funds outperform the blended index.

One portion of the portfolio is not an index fund; it is a Canadian Equity mutual fund where the MER is 2.05.

Although TD does indeed have lower MER's with its E-Series funds, upon closer examination, RBC's index funds for Canadian Equity and Canadian Bond have both consistently demonstrated higher returns over YTD, 1 yr, 3 yr, 5 yr, and earlier.

Unfortunately, Canadian index funds and ETFs holding foreign equities often have large tracking errors.

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 %.

«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.

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.

If you side with the optimists, you can gain exposure to Canadian and global equity markets via a number of ETFs and index funds, such as:

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

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

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

The broader TSX index and almost all Canadian Equity Mutual Funds are dominated by the Big 5 Banks, Big 3 Insurance names, a couple of Utilities and a couple of Oil & Gas companies.

I think that a Canadian index is the only appropriate comparison for a Canadian equity fund.

9 of 10 Largest Canadian equity mutual funds have lower volatility than the index.

There were no ETFs that tracked the TSX Composite in July 2004 but the TD Canadian Equity Index e-Series fund was available back then.

Starting Oct. 1, 2015, it says the effective annual management fee on its leading Canadian equity fund, Horizons S&P / TSX 60 Index ETF (ticker HXT) will be just 0.03 % or three basis points (plus taxes, down from the previous 0.05 %.