Sentences with phrase «canadian equity mutual funds»

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

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.

It so happens that Ted had also invested $ 10,000 each in the top 10 Canadian Equity Mutual Funds (by assets) of 2004.

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.

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.

FACT: Of the 24 Canadian equity mutual funds successful enough to stay in business over the past 20 years, the very best couldn't match The Investment Reporter.

Compare that with the 20 - year compound annualized return for all Canadian equity mutual funds: just 6.0 per cent.

No more high - fee Canadian equity mutual funds.

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

After all, more than 92 % of Canadian equity mutual funds have lagged the market over the past five years, largely because Canada has some of the highest fund fees in the world.

You read that correctly: a miserly five basis points, or roughly 48 times less than the average 2.42 % MER for Canadian equity mutual funds (2013 data from Morningstar Canada).

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 %.

I found most of the Canadian equity mutual funds hold the same companies and sectors.

Sometimes clients diversify across Canadian equity mutual fund offered by various managers.

Say you own a large cap Canadian equity mutual fund.

If you also hold a Canadian equity mutual fund filled with these same sectors, you may be paying a high fee to the fund company for little diversification benefit, since you already own most of the same stocks.

Even more impressively, when you look at our five - year performance history, you'll find that we have once again outperformed every single Canadian equity mutual fund.

Say your portfolio includes $ 10,000 in a Canadian equity mutual fund, $ 10,000 in a U.S. equity fund, and $ 20,000 in a Canadian bond fund.

In instances where we do not have data for funds, we utilize the Morningstar national average MER of 2.42 % for a Canadian equity mutual fund.

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

Over the past five years, we have outperformed every Canadian equity mutual fund.

Conversely, the «best performing» products cited in the survey are investment funds and Canadian stocks (presumably, a Canadian equity mutual fund or Canadian equity ETF qualifies on both counts and should therefore be «super performing.»)

Not exact matches

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

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 Funfund lineup with the launch of RBC Trend Canadian Equity FundFund...

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 FunFund 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 Funfund lineup with the launch of RBC Trend Canadian Equity FundFund...

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

Cash, eligible Canadian and U.S. equities, mutual funds, bonds, money market instruments, foreign investments and some options can all be held in your self - directed RSP / RIF portfolio.

Does anyone know if Canadian based mutual funds (invested in US equities) are subject to the US withholding tax?

You can invest in many types of securities in your HSBC InvestDirect account, including Canadian and U.S. equities and options, mutual funds, bonds, money market instruments and foreign equities.

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 %.

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 that reason, you should avoid paying more than 2.5 % for an equity mutual fund or 1.5 % for a Canadian bond fund, since there are many good options at that fee level or lower.

Not only has it undercut its major ETF rivals in the key asset class of Canadian equities but it's widened the already egregious gap between the Management Expense Ratios (MERs) of ETFs vis - à - vis Canadian mutual funds.

You can also underperform by timing the market poorly (e.g. you bulk up in Canadian equities at the wrong time), which you can do just as much by investing in ETFs as mutual funds.

The examples of Mackenize Ivy Canadian, Investors Dividend Fund are more intriguing as these funds are indeed categorized as Canadian Equity as per the CIFSC but appear to be going well beyond the allowable limits of what can be classified as Canadian Equity as per the CIFSC, again which is the authoritative body on mutual fund classificatFund are more intriguing as these funds are indeed categorized as Canadian Equity as per the CIFSC but appear to be going well beyond the allowable limits of what can be classified as Canadian Equity as per the CIFSC, again which is the authoritative body on mutual fund classificatfund classification.

Like market volatility, fluctuations in the value of the Canadian dollar can have an impact on the returns of mutual funds holding foreign securities, such as U.S. equities.

A prominent Canadian mutual fund company - IA Clarington - recently announced that their Enhance Global Equity Fund (subadvised by Vancity credit union) has removed all exposure to fossil fuel companfund company - IA Clarington - recently announced that their Enhance Global Equity Fund (subadvised by Vancity credit union) has removed all exposure to fossil fuel companFund (subadvised by Vancity credit union) has removed all exposure to fossil fuel companies.

The cost disparity between Canadian actively managed mutual funds and Canadian actively managed ETFs can be dramatic: The average management fee of an actively managed Canadian actively managed equity ETFs in Canada is approximately 0.59 % versus a full 1.00 % for Canadian actively managed F - class mutual funds.

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

For instance, the Social Housing Canadian Equity Fund A has an MER of 1.17 %, which is not the cheapest, but is actually a lot more affordable than many of the bank mutual funds you'll encounter.

I argued a simple portfolio of two actively managed mutual funds — one a Canadian balanced fund, the other a global equity fund to maximize what was then the 30 per cent foreign content limit in RRSPs — was all average investors needed to create a hefty RRSP nest egg.

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.

My last post explained that Canadian investors are exposed to currency risk any time they hold US equities, even if their holding is an ETF or mutual fund that trades in Canadian dollars.

Emerging market equities represent less than 1 % of the money held in Canadian mutual funds.

First consider Canadian funds that hold foreign securities directly, which includes mutual funds such as the TD e-Series and some (but surprisingly few) US and international equity ETFs on the Toronto Stock Exchange.

I first began investing at the early age of fifteen starting with Canadian Savings Bonds followed by GIC's and mutual funds with an eventual move to individual equities.

I currently contribute weekly into a good, low MER, low turnover Canadian balanced mutual fund holding blue - chip Canadian equities and high - quality Canadian bonds.

Mr. Luukko's argument is meaningless because he doesn't quantify how many of the 90 mutual funds that S&P counts as Canadian Equity he looked at (how many is «many»?).

The mutual fund I hold is Leith Wheeler Canadian Equity Fund and I have some very good reasons for breaking the cardinal rule of avoiding mutual fufund I hold is Leith Wheeler Canadian Equity Fund and I have some very good reasons for breaking the cardinal rule of avoiding mutual fuFund and I have some very good reasons for breaking the cardinal rule of avoiding mutual funds:

I think mutual funds holding Canadian equities are one of the biggest scams out there.