Last year investors pumped more money into bond
funds than any other category of the market.
Not exact matches
Performance was averaged for Morningstar
categories containing more
than one iShares
fund, and may be different for
other time periods.
Bond ETFs attracted more new money
than any
other asset class or
category of exchange traded
fund in Canada during the first half of the year.
Every actively managed
category, as reported by Morningstar saw outflows
other than alternatives, which had net inflows of $ 719 million to actively managed
funds and another $ 884 million to passively managed alternative mutual
funds and ETFs.
You will notice that the number of Honor Roll
funds is larger for certain
categories than others, but that's pure happenstance.
Remember, there is no better predictor of a
fund's performance (relative to
other funds in the same
category)
than T - Rex Scores!
The AMC,
Fund Manager, asset allocation,
Category (have to be equity diversified) also may be few
other factors
other than performance — which might do well in future.
Not only have a large number of these
funds managed to outperform the benchmark, but they have done so with a higher margin over the three - and five - year horizons
than any
other category, at 3.9 % and 2.5 %, respectively.
A well performing
fund might be taking more risky calls and once they paid off, the
fund gets better returns
than the
other funds of the
category.
Gross invests very differently
than other fund managers in his
category.
When looking at the
fund's returns from a 3 - year perspective, then other funds in the category show returns which are 1 percentage points poorer or better than Birla SL Balanced 95 Fund returns of 15.6
fund's returns from a 3 - year perspective, then
other funds in the
category show returns which are 1 percentage points poorer or better
than Birla SL Balanced 95
Fund returns of 15.6
Fund returns of 15.68 %.
It may work better for you to rely more on surpluses in all your
other categories than on a single dedicated emergency
fund.
However, when looking at the
fund's returns from a 3 - year perspective, then other funds in the category show returns which are similar or 1 percentage point better than Reliance Regular Savings Balanced Fund returns of 15.7
fund's returns from a 3 - year perspective, then
other funds in the
category show returns which are similar or 1 percentage point better
than Reliance Regular Savings Balanced
Fund returns of 15.7
Fund returns of 15.74 %.
When looking at the
fund's returns from a 3 - year perspective, then
other funds in the
category show returns which are also better
than SBI Magnum Tax gain returns of 11.04 % by 3 to 8 percentage points.
Bond ETFs attracted more new money
than any
other asset class or
category of exchange traded
fund in Canada during the first half of the year.
However, the
fund does have a much lower rate of interest
than others in the
category and its level of diversification is a little lacking compared to
other muni
funds; the product holds just under 160 securities in total but puts close to 30 % in the
fund's top ten holdings.