Last updated: Jun-15-2018

6/18/2018 7:32:41 AM

Opinions expressed in articles published on this site are solely those of the contributing authors and do not necessarily represent the views or opinions of The Fund Library, its staff or affiliates.


By Dave Paterson | Wednesday, May 16, 2018

I have followed fund company Beutel Goodman closely for a few years now, and I remain a fan. Last year, I had the opportunity to sit down with members of their portfolio management team to learn about their process in more depth. Those meetings only reinforced my view on the firm and its funds. One fund we spoke at length about was the Beutel Goodman Canadian Equity Fund, a perennial top-quartile performer, consistently achieving a monthly FundGrade A Grade rating and winning the FundGrade A+® Award in 2015.

By Olev Edur | Tuesday, May 01, 2018

Real estate certainly has been in the news a lot these days, at least the residential component. As a result of various restrictive initiatives by federal, provincial, and municipal authorities over the past year to curb what was seen as a runaway “housing bubble,” home prices have subsided over the past year, although the condo market seems to be less affected. Nevertheless, other real estate sectors continue to be strong, largely as a result of our booming economy, and the multiple FundGrade A+® Award-winning First Asset REIT Income Fund has long been a prime beneficiary.

By Olev Edur | Tuesday, April 03, 2018

Tough times for Canadian equities, especially compared with our southern neighbors – for the six months through February 2018, Canadian equity funds delivered an average return of 2.68% compared with 11.6% for U.S. equities. Over the 5-year period through February, Canadian equities delivered an average annual compounded rate of return of 6.7%, compared with 15.9% for U.S. equities. Clearly Canada hasn’t been the best place to park your savings these past few years, although there are nevertheless some bright spots in the Canadian equity performance statistics, including the FundGrade A grade Caldwell Canadian Value Momentum Fund.

By Olev Edur | Tuesday, March 13, 2018

We haven’t heard much about the Chinese economic miracle these days, perhaps mainly because here in Canada, NAFTA – and U.S. president Donald Trump’s tweets and tariffs – have been hogging the economic headlines of late. Nevertheless, the Chinese market continues to soar, and in fact, Greater China equity funds continued to top the category performance rankings for all time frames out to three years. The one-year average return through the end of January 2018 from seven funds in the category was a stunning 42.3%! So, what is happening behind the Great Wall to inspire such success?

By Olev Edur | Thursday, February 01, 2018

While the investment world has been enthralled of late with U.S. President Trump’s deregulation, corporate tax cuts, and the ensuing boom in U.S. markets, and while around the world the economic buzzword has become “synchronous global growth,” gold (along with other metals) has surreptitiously been mounting a fairly dramatic comeback of its own lately. And the FundGrade A+® Award-winning Dynamic Precious Metals Fund has definitely been riding the wave.

By Olev Edur | Tuesday, January 16, 2018

Lance James, Managing Director and Senior Portfolio Manager at RBC Global Asset Management (U.S.), believes the RBC U.S. Small-Cap Value Equity Fund is well positioned to benefit from the changing U.S. investment environment resulting from reduced corporate taxes, ongoing deregulation, and rising interest rates.

By Olev Edur | Thursday, December 07, 2017

The Mawer Tax Effective Balanced Fund offers broad global diversification along with tax-efficient returns. In addition to Canadian bonds and equities, the fund holds various categories of U.S. and global bonds and equities. It has racked up a solid 5-year average annual compounded rate of return of 11.5% through Oct. 31, 2017. And it has achieved the FundGrade A+® Award every year since 2012.

By Olev Edur | Wednesday, September 06, 2017

Natural resource funds have fared poorly over the past decade, as the global economy continues to recover from the monetary crisis and consequent recession. The Natural Resources Equity category as a whole has turned in an average annualized negative rate of return over the period. Some funds, of course, with able management, consistently buck the trend. One such is the FundGrade A+ Award-winning Fidelity Global Natural Resources Fund, which has managed to pull off category-beating positive returns over the same period.

By Olev Edur | Tuesday, August 15, 2017

Preferred share fixed-income funds are on a roll these days, after a calamitous 2015. The average return for the 13-fund category for the one-year period ended July 31, 2017, was a healthy 16.1%, compared with -11.93% for calendar year 2015. Of course, 2015 was bad for equities as well (the overall Canadian Equity category averaged -6.8% for that year, but is up 5.8% for the year through the end of July 2017). But the reasons for the two turnarounds were largely unrelated, according to Jeff Herold, co-manager (with Dax Letham and Ian Clare) of Toronto-based J. Zechner Associates, which sub-advises NGAM Canada’s Natixis Canadian Preferred Share Fund (NGAM is an affiliate of Natixis Global Asset Management SA in Paris, France).

By Olev Edur | Tuesday, July 18, 2017

The sector equity category is a bit of an oddball, but a high-performance oddball. Consisting primarily of science/technology and health-related funds, this 19-member group has generated the best 3-, 5- and 10-year average annual compounded returns through the end of May (17.2%, 20.0%, and 9.4% respectively) of any fund category. And of course, some sector funds fared much better. The Fidelity Global Technology Fund is a case in point.

By Olev Edur | Thursday, June 01, 2017

One might be forgiven for believing that in light of all its recent problems, Europe would be a dangerous place to invest these days. After all, there have been serious and seemingly unresolved economic problems in Greece, Italy, and to a lesser extent Portugal and Ireland. There’s been Brexit, with concomitant concerns about the continuing viability of the rest of the eurozone. Now a war of words has erupted between the U.S. and German leaders.

By Olev Edur | Tuesday, May 09, 2017

What with all the government noise about infrastructure in Canada and the U.S. (as well as points abroad), it’s no surprise that many eyes are focusing on a new fund category recently adopted by the Canadian Investment Funds Standards Committee (CIFSC), Global Infrastructure Equity Funds.

By Olev Edur | Monday, April 03, 2017

The Asia Pacific markets have seen their share of ups and downs in recent years, and that trend is likely to continue for the time being, according to William Lam, U.K.-based portfolio manager of the FundGrade A+ Award-winning Invesco Indo-Pacific Fund. Still, prices are attractive, and earnings are picking up, so there’s good potential for investors seeking diversification through broad Asian exposure.

By Olev Edur | Tuesday, January 31, 2017

Last year turned into a rough haul for most real estate equity funds, following several years of double-digit returns. While the category’s 3- and 5-year average annual compounded returns through December 2016 were 11.0% and 12.1% respectively, calendar 2016 returns averaged a paltry 1.0%, and the last six months of the year saw real estate equity funds lose -1.1%. So what happened and, more importantly from an investor’s perspective, what does this downturn bode for the future of real estate?

By Olev Edur | Thursday, January 05, 2017

Difficult times call for different solutions. Given the downside volatility of the resource sector over the past few years, Jason Mayer of Sprott Asset Management LP in Toronto, lead portfolio manager (with Paul Wong) of the Sprott Resource Fund, has adopted a two-pronged strategy that combines both top-down and bottom-up components, with some pretty remarkable results.

By Olev Edur | Thursday, December 01, 2016

It may seem a topsy-turvy investment world out there these days, but slow and steady can still win the race, as seen from the performance of the Black Creek Global Leaders Fund. While funds in the Global Equity category averaged a less-than-impressive 2.2% return for the 12 months through the end of October, and a 10-year average annual compounded return not much better, at 4.1%, the Black Creek fund returned 12.2% and 7.1% respectively for those same time frames. For some insight into Black Creek’s style, I spoke with Director of Global Equities, Heather Pierce.

By Olev Edur | Tuesday, November 01, 2016

It’s been a tough few years for energy- and resource-heavy Canadian equity markets, and while results have been more positive over the past six months or so, global demand still remains uncertain. Accordingly, Canadian equity investors seeking some diversification without incurring the risks of extensive foreign exposure, might want to consider Quebec-oriented Canadian equity funds such as the Investors Quebec Enterprise Fund as an alternative.

By Olev Edur | Tuesday, October 04, 2016

Amidst the spotty economic news emanating from most points of the globe these days, it’s always nice to find a bright spot: The improving performance of emerging markets funds. While the category lost money overall in 2015, average fund returns for the six-month period ended August 31, 2016, were a very encouraging 17.4%, bringing the average 1-year return through to the end of August to a respectable 9.6%. Does this upturn portend a more extended recovery globally?

By Olev Edur | Tuesday, September 06, 2016

When it comes to investing in precious metals funds, what a difference a year can make. For the 12-month period ended July 31, 2015, the category’s average one-year return was a dismal -31.8%. For the 12-month period through July of this year, the category’s one-year average was a stunning 114.7%. And precious metals funds have surged as a consequence, posting triple-digit gains over the past 12 months. The Sprott Silver Equities Class A, for example, gained 147.2% in the 12 months to July 31.

By Olev Edur | Thursday, August 04, 2016


What with all the crazy stuff going on globally these days, most investors want a secure haven for their core savings. But with real, inflation-adjusted interest rates at or below zero in many countries, investors are looking for more than traditional fixed-income assets in order to avoid losing money. Enter the CI Portfolio Series Income Fund – a fund comprising several other CI funds, including a touch of conservative equities to bolster overall returns. The mix is a consistent winner for the fund, with four consecutive annual FundGrade A+™ Awards to its credit.

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