Last updated: Apr-26-2017

    
 
Welcome to the Fund Library!
What's new at the Fund Library
A unique forum for articles, insight, and opinion from Canada’s leading money managers and investment professionals.
Recently added:The power of dividend growth
News, views and advice on markets, investments, and wealth management.
Recently added:Where has volatility gone?
Check here for the annual best of the best of Canadian funds.
Check here for current monthly
A-Grade funds.

Latest articles in the Fund Library


By Dave Paterson | Wednesday, April 26, 2017



TD Asset Management has long had one of the most respected fixed-income teams on the street and has consistently delivered returns that are in line with the FTSE/TMX Canadian Bond Universe, with comparable levels of volatility. A good example is the TD Canadian Core Plus Bond Fund, which is very similar to the highly-regarded TD Canadian Bond Fund. The main difference is that the Core Plus offering allows the managers the ability to invest up to 30% of the fund in “non-core” investments such as high-yield bond and investment-grade global bonds. Let’s have a look at how this strategy has worked.


more...

By Margaret O'Sullivan | Tuesday, April 25, 2017



With increasing globalization of people and their assets, a growing and often hidden threat is multiple taxation on death. Different countries tax in different ways on death, and when those laws collide, the same assets can be exposed to double and even triple tax or more.


more...

By Gordon Pape | Monday, April 24, 2017

BUILDING WEALTH WITH GORDON PAPE
 

In August 2012 we created a Growth Portfolio for readers of my Internet Wealth Builder newsletter. It is the riskiest of all my portfolios, with 100% exposure to the stock market. It also continues to be the most successful in terms of returns.


more...

By Gordon Pape | Friday, April 21, 2017

Q – Here is a question related to mutual fund MERs. Hypothetically, let’s say there are two mutual funds in a portfolio. Fund A has an MER of 2.5% and Fund B has an MER of 1.5%. Both funds report exactly the same return for every year after fees and expenses. My question: In this hypothetical example why should I care about mutual fund MERs if the net return is the same? Actually, why would I care about MER at all? Should I only focus on the return? – Minh T.


more...

By Fund Library News Wire | Friday, April 21, 2017

By Mike Keerma

U.S. stock markets closed Friday with slim losses on the day, but advanced on the week as President Trump announced he would be releasing a “massive tax cut” package next week. Markets have been generally leery of the Trump Administration’s policy announcements, particularly after the recent failure of the bill to replace Obamacare to make it to a vote in the House of Representatives. In addition, economists are expecting a softening of economic growth in the first quarter with next Friday’s release of quarterly GDP numbers. The S&P 500 Composite Index advanced 0.9% on the week, while the Nasdaq Composite Index gained 1.8%. Toronto’s benchmark S&P/TSX Composite Index meanwhile gained a modest 0.5% on the week, as crude oil prices softened in the wake of growing U.S. production and the lack of any evidence that purported Opec production cuts are having any impact on prices at all. The price of gold also softened on the week, as geopolitical concerns faded from the headlines


more...







More recent articles

By Samantha Prasad | Thursday, April 20, 2017
By Dave Paterson | Wednesday, April 19, 2017
By Tyler Mordy | Monday, April 17, 2017
By Fund Library News Wire | Thursday, April 13, 2017
By Robyn K. Thompson | Thursday, April 13, 2017
By Dave Paterson | Wednesday, April 12, 2017
By Fund Library News Wire | Tuesday, April 11, 2017
By Gordon Pape | Monday, April 10, 2017
By Fund Library News Wire | Friday, April 07, 2017
By Samantha Prasad | Friday, April 07, 2017
  • Article Archive
  •  
    :: STOCK SEARCH
    Find a Stock

    (Leave blank for all)
    Symbol   Name
    :: MEMBER SERVICES
    Username:
    Password:
    Forgot your password?
    Register now
    Tech Support
    :: USEFUL LINKS
    For general inquiries, please email the Librarian.
     
    Home |  Features |  Member Services |  Tools |  Funds |  About Us
    For any questions or problems with this site, please contact the Librarian.
    Page ID: 10:00:0000:00000000:9/19/2016:12:02:25 PM Duration of this visit: 0 sec.