Last updated: Aug-16-2017

    
 
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Latest articles in the Fund Library


By Knowledge Bureau | Thursday, August 17, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

In broad new tax proposals affecting private corporations, the federal government is on the hunt for new tax revenue from Canada’s small businesses, mainly because of an erosion of the personal tax base and a significant shift of taxable income to the corporate tax base instead.


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By Dave Paterson | Wednesday, August 16, 2017



It’s been a tough few years for the value style of investing, yet, the Brandes Canadian Equity Fund, offered by Toronto-based Bridgehouse Asset Managers, has been an exception, posting excellent return numbers over the long-term. For the three years ending July 31, it has delivered an annual compounded rate of return of 11.4%, blowing the 2.6% recorded by the S&P/TSX Composite Index in the same period out of the water. That level of performance earned it a FundGrade™ A Grade for July and annual FundGrade A+® Awards for 2104 and 2016.


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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).


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By Gordon Pape | Monday, August 14, 2017

BUILDING WEALTH WITH GORDON PAPE
 

If you’re an invest-it-and-forget-it person, this Buy-and-Hold Portfolio is for you. It was created in June 2012, so we are currently celebrating its fifth anniversary. The portfolio contains a bond ETF and a mix of Canadian and U.S. stocks, which will rarely change. Here’s an update on current performance.


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By Fund Library News Wire | Friday, August 11, 2017

By Mike Keerma

The major North American stock indices retreated through the week, as tensions escalated between North Korea and the U.S. The CBOE Volatility Index (VIX), often referred to as the “fear gauge,” climbed to 15.51, its highest level since last November. Soft U.S. inflation in July combined with geopolitical fears to produce a -1.4% loss for the S&P 500 Composite Index on the week, while the Nasdaq Composite Index fell -1.5%. Toronto’s benchmark S&P/TSX Composite Index fell 2% as energy stocks retreated on a -1.5% decline in the price of crude oil on the week. Living up to its safe-haven status, gold gained 2.4% on the week, boosting the gold mining sector. The Canadian dollar also lost ground, closing the week at US$0.7807 as investors sought shelter in traditional strong currencies like the U.S. dollar, Swiss franc, and Japanese yen.


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More recent articles

By Fund Library News Wire | Friday, August 11, 2017
By Fund Library News Wire | Thursday, August 10, 2017
By Dave Paterson | Wednesday, August 09, 2017
By Tyler Mordy | Tuesday, August 08, 2017
By Gordon Pape | Monday, August 07, 2017
By Fund Library News Wire | Friday, August 04, 2017
By Robyn K. Thompson | Friday, August 04, 2017
By Fund Library News Wire | Thursday, August 03, 2017
By Dave Paterson | Wednesday, August 02, 2017
By Knowledge Bureau | Tuesday, August 01, 2017
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