Last updated: Sep-20-2018

    
 
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Latest articles in the Fund Library


By Robyn K. Thompson | Friday, September 21, 2018



Q – I’m recently divorced, and I’m wondering what my next steps financially should be. My ex-husband and I shared a financial advisor and had both joint and separate accounts. That’s been sorted out, and the settlement has been finalized. But now what? Should I keep the same advisor or look for a new one? And what are the next steps in planning? – Monica G., Vaughan, Ontario


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By Knowledge Bureau | Thursday, September 20, 2018

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

The Canada Caregiver Credit (CCC), new in 2017, is still poorly understood and a complicated tax break to explain. For these reasons, many Canadians have missed claiming it. But it’s important to get up to speed on this. The credit can help families under medical stress and can make a big financial difference when added to their year-end review or to adjust 2017 tax returns for missed claims. Here’s how it works.


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By Dave Paterson | Wednesday, September 19, 2018



The CI Cambridge Canadian Dividend Fund is a multi-year FundGrade A+® Award winner, and currently carries a FundGrade A Grade for August. A clue to the fund’s outperformance is its tilt towards smaller-cap companies. Manager Stephen Groff looks at total return instead of just dividends, searching for quality companies that pay a fair dividend and offer compounding returns.


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By Olev Edur | Tuesday, September 18, 2018



The European equity fund category has been a middling performer for the past several years, with a five-year average annual compounded rate of return of 7.8% through July 2018, placing it 16th among 55 fund categories for that period. But Benjamin Zhan, portfolio manager of the Dynamic European Equity Fund, has far surpassed that average and topped the category with a five-year return of 12.8% through the end of July. And that’s earned the fund its current FundGrade A Grade rating.


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By John Krisko | Monday, September 17, 2018

A SPECIAL REPORT FROM



When investors think of ETFs, it is typically as passive index funds where low cost and broad diversification are main selling points. This is due in part to the large number of passive products available and why the “ETF vs. mutual fund” debate is often framed as a question of active versus passive management. Actively managed ETFs become lost in the conversation. But this can be a serious oversight for investors seeking some additional performance kick from their ETF allocations, as the combination of low cost structure and successful active management can result in some of the best-performing fund products in the market today.


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More recent articles

By Gordon Pape | Friday, September 14, 2018
By Fund Library News Wire | Friday, September 14, 2018
By Knowledge Bureau | Thursday, September 13, 2018
By Dave Paterson | Wednesday, September 12, 2018
By Fund Library News Wire | Tuesday, September 11, 2018
By Gordon Pape | Monday, September 10, 2018
By Fund Library News Wire | Friday, September 07, 2018
By Robyn K. Thompson | Friday, September 07, 2018
By Samantha Prasad | Thursday, September 06, 2018
By Dave Paterson | Wednesday, September 05, 2018
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