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ARTICLE ARCHIVE
2/23/2017 6:37:47 AM
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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.

 

Fund Library News
By Fund Library News Wire | Monday, February 20, 2017

KNOWLEDGE BASE



This backgrounder has been prepared to provide accurate information about two new personalized annual reports that investors are beginning to receive this month under CRM2 – new reporting requirements set in place by the Canadian Securities Administrators that are summarized at the end of this article. The primary purpose of the backgrounder is to address frequent factual errors observed in media coverage about the content of the new reports.

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Fund Library News
By Fund Library News Wire | Friday, February 17, 2017

By Mike Keerma

Against a backdrop of climbing inflation and more hawkish signals from the Federal Reserve Board, U.S. stock markets closed at record highs on Friday, extending a streak of record high closes through February. The S&P 500 Composite Index advanced 1.5% on the week, and is now ahead 5.0% year to date, while the Nasdaq Composite Index advanced 1.8% on the week for an 8.5% gain year to date. In Canada, declining copper, gold, and crude oil prices weighed on Toronto’s benchmark S&P/TSX Composite Index on Friday, but the index still gained 0.7% on the week, and is now ahead 3.6% year to date.

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Fund Library News
By Fund Library News Wire | Thursday, February 16, 2017

By Mike Keerma

* Mackenzie Quadrus fund reclassified.
* New BMO income ETFs begin trading.
* Top 10 fund categories – January 2017.


* Mackenzie Quadrus fund reclassified. Mackenzie Financial Corp. announced on Feb. 14 that it is reclassifying its Quadrus Diversified Fixed Income Folio Fund to Canadian Fixed Income from Global Fixed Income under the Canadian Investment Funds Standards Committee fund classification system. The fund has also imposed a foreign content limit of 30% and changed the risk rating for the fund to Low from Low-to-Medium.

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DUE DILIGENCE
By Dave Paterson | Wednesday, February 15, 2017



The problem I see with many of the low-volatility mandates in the investment fund universe is that investors have bid up the valuation levels of many of the stocks held in these products to very high levels. But not all ETFs suffer from this phenomenon. For example, consider the FundGrade A+ Award-winning PowerShares S&P/TSX Composite Low Volatility ETF (TSX: TLV), which manages to keep its price-earnings ratio in line with the broader market.

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Fund Library News
By Fund Library News Wire | Tuesday, February 14, 2017

 

By Keith McLean, President and CIO, Sphere Investments

The current and forecasted interest rate environment will continue to make it difficult for investors to find sufficient yield in fixed income markets in 2017. This will force investors to look elsewhere and increase the demand for equity investment strategies that seek high yields. These high-yield strategies can expose investors to extreme-yielding equities that may be at risk of cutting their dividend.

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Fund Library News
By Fund Library News Wire | Friday, February 10, 2017

By Mike Keerma

The major North American stock indices posted strong advances on the week, closing at record highs on Friday, following Thursday’s announcement from U.S. President Donald Trump about forthcoming tax reforms, which may give a boost to corporate earnings. Subsequent gains in the financial sector gave a boost to the main indices, which closed the week at record highs. The S&P 500 Composite Index advanced 0.8% on the week, while the Nasdaq Composite Index gained 1.2%, as markets maintained the momentum spurred by better-than-expected quarterly earnings reports. Toronto’s S&P/TSX Composite Index also closed at a record high, against a backdrop of firm crude oil prices and a strong jobs report from Statistics Canada, showing 48,000 additional positions created in January.

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Fund Library News
By Fund Library News Wire | Thursday, February 09, 2017

By Mike Keerma

* New Vanguard ETFs listed on TSX.
* Excel to merge funds.
* Hamilton Capital launches dividend ETF.
* BlackRock moves five ETFs to NEO Exchange.


* New Vanguard ETFs listed on TSX. Vanguard Investments Canada Inc. added to its roster of nine fixed-income exchange-traded funds (ETFs), with four new Canadian funds listed on the TSX this week. The new funds bring to 33 the number of ETFs offered by Vanguard Canada.

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DUE DILIGENCE
By Dave Paterson | Wednesday, February 08, 2017

Even with a high cash weighting, the Trimark U.S. Small Companies Class was able to generate an impressive 10.2% gain in the final quarter of 2016, outpacing its peers, but slightly lagging the U.S. small-cap market. That’s a mark of the managers’ tough valuation standards and rigorously disciplined buy strategy.

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Financial Education
By Knowledge Bureau | Tuesday, February 07, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

It’s time to take note of the tax filing requirements and investment opportunities that arise through February and March. These involve RRSPs as well as tax instalment payments.

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THE ETF INVESTOR
By Tyler Mordy | Monday, February 06, 2017



Donald Trump has now been inaugurated as the forty-fifth U.S. president. While this may have been seen as another “unthinkable,” no one should be surprised. Rising populist sentiment has been a defining feature of the post-crisis world. While a confluence of factors is driving discontent, a central theme is the perception that gains since 2008 have accrued to a wealthy few. Trump successfully tapped into those views and won. Clearly, America has sent a message to the political elite: “You’re fired!”

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Fund Library News
By Fund Library News Wire | Sunday, February 05, 2017

By Mike Keerma

The major North American stock indices ended the week relatively flat, while gaining overall in January and advancing for the year to to date. Both the S&P 500 Composite Index and the Nasdaq Composite Index gained just 0.1% on the week, as a relatively strong U.S. jobs report showed a gain of 227,000 payrolls in January helped the U.S. indices stay in the black. Toronto’s benchmark S&P/TSX Composite advanced 0.5% during Friday’s session, buoyed by strength in the financial sector, but the index still lost -0.6% from the previous Friday’s close. Gold gained 2.5% on the week, while the price of crude oil hovered just above breakeven.

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Fund Library News
By Fund Library News Wire | Friday, February 03, 2017

By Mike Keerma

* Manulife plans multifactor ETFs.
* AGF debuts seven QuantShares ETFs under new platform.
* Dynamic Funds and BlackRock launch active-management ETFs.
* Fidelity launches “best of breed” fund managed by stock picker Will Danoff.
* Mawer introduces Emerging Markets fund.


* Manulife plans multifactor ETFs. Manulife Investments plans to launch a series of multifactor exchange traded funds (ETFs) in partnership with Dimensional Fund Advisors Canada ULC (DFAC) as sub-advisor. Scheduled for launch in April, the ETFs aim to track indexes designed by Dimensional that are based on the research of Nobel Laureate Eugene Fama and renowned researcher Kenneth French, both of whom serve on Dimensional’s board of directors.

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DUE DILIGENCE
By Dave Paterson | Wednesday, February 01, 2017



The Manulife Dividend Income Fund is one of 33 Manulife funds to win the FundGrade A+ Award for outstanding performance in 2016, its second consecutive A+ Award. Managed by the team of Conrad Dabiet, Chris Henson, and Jonathan Popper, led by Senior Managing Director Alan Wicks, the fund posted a 3-year average annual compounded rate of return of 10.89% as of Dec. 31, compared with 7.1% for the S&P/TSX Composite Total Return Index. Here’s a look inside this award-winning high-performance fund.

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A-GRADE FUND REVIEW
By Fundata Analytics Team | Monday, January 30, 2017

A SPECIAL REPORT FROM FUNDATA



By John Krisko and Reid Baker

The Fundata FundGrade A+™ Awards for 2016 were announced at a special gala presentation on Jan. 25 at Fundata’s annual “Evening of Excellence” held at the Art Gallery of Ontario. The FundGrade A+ Awards are designed to highlight the best of the best in the investment fund industry, and are a mark of rare and singular achievement. In addition, a separate award is presented annually to the best Responsible Investment (RI) funds in three broad categories: Equity, Balanced, and Fixed Income.

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Fund Library News
By Fund Library News Wire | Friday, January 27, 2017

By Mike Keerma

* Weekly wrap: Stocks preserve upward momentum.
* The 2016 FundGrade A+ best-of-the-best funds announced.

* Weekly wrap: Stocks preserve upward momentum. While the major North American stock indices faded marginally in Friday’s session owing to a weaker-than-expected 1.9% fourth-quarter reading on U.S. GDP growth, stock markets still managed to post gains on the week overall, maintaining the upside momentum that began after the election of President Donald Trump last November. Declining crude oil prices depressed the shares of some Canadian energy majors and contributed to a near-flat weekly performance for Toronto’s resource and financials-weighted S&P/TSX Composite Index. The more ebullient U.S. markets saw the Dow Jones Industrial Average crack the 20,000 level for the first time ever last week, and generally positive investor sentiment as the fourth-quarter earnings season gets underway helped boost the S&P 500 Composite to a 1% gain on the week. Meanwhile, the sprightly tech sector helped pull the Nasdaq Composite Index to a 1.9% advance on the week.

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Fund Library News
By Fund Library News Wire | Thursday, January 26, 2017



Fundata Canada Inc. announced the winners of the Fundata FundGrade A+ Award for 2016. This year, 57 companies representing a total of 263 Canadian investment funds received the A+ Award at Fundata’s annual “Evening of Excellence” held on Wednesday, January 25, 2017, at the Art Gallery of Ontario in Toronto.

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DUE DILIGENCE
By Dave Paterson | Tuesday, January 24, 2017

 

The Fidelity Northstar Fund is a go anywhere, all cap fund, managed by the Fidelity team of Joel Tillinghast and Daniel Dupont. Both managers use their unique individual bottom-up stock selection process. It’s a formula that churns out robust – at times exceptional – performance, with the fund delivering first-quartile gains in the long term, and snagging a FundGrade A+™ Award in 2015.

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TAX PLANNING
By Samantha Prasad | Monday, January 23, 2017



The deadline for 2016 contributions to your Registered Retirement Savings Plan (RRSP) is March 1, 2017, so you don’t have much time to make a decision. Those who wait to the last minute instead of contributing regularly through the year often skip the contribution because they can’t find the funds, but that need not be the case. Last time, I suggested looking at contributions in kind or retiring allowances as sources for funds. But there are also other options to consider, including borrowing the money and reducing source deductions.

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Fund Library News
By Fund Library News Wire | Friday, January 20, 2017

By Mike Keerma

*
Stocks mostly flat on the week.
* Horizons launches currency fund.
* IA Clarington debuts RI bond fund.

North American stock indices closed generally higher on Friday, following the inauguration of Donald Trump as the 45th U.S. president. However, U.S. markets eased back on the week overall, closing just slightly below breakeven, as investors digested an increase in December’s all-items consumer price index to an annual 2.1% rate, raising concerns about the possibility of rising rates and a stronger dollar, against a backdrop of the potential for protectionist trade policies reiterated by President Trump during his inaugural address. The S&P 500 Composite Index closed Friday with a marginal weekly loss of -0.2%, while the Nasdaq Composite Index lost -0.3% on the week. Toronto’s benchmark S&P/TSX Composite Index advanced 0.3% on the week, buoyed by the rising price of both crude oil and gold.

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ADVISOR’S PERSPECTIVE
By Bruce Loeppky  | Thursday, January 19, 2017

Last June, the federal government and provincial governments agreed in principal to an expansion of the Canada Pension Plan (CPP). Currently, the maximum payout you can get from the CCP at age 65 is $13,110 a year. The expansion of CPP could mean an annual income of $20,000, although it would take many years to reach that level. That might appeal to Millennials, but it’s not such great news for Baby Boomers.

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