The four multifactor equity ETFs will include Canadian Large Cap, Developed
International, U.S. Large Cap, and U.S. Mid Cap strategies.
“Dimensional has applied advanced financial science to investment solutions
for more than 35 years and our approach is rooted in decades of research
into the factors that drive higher expected returns,” said Eduardo Repetto,
Co-CEO and Co-CIO of Dimensional.
* AGF debuts seven QuantShares ETFs under new platform.
AGF Investments Inc. launched AGFiQ Asset Management,
a quantitative investment platform combining investment professionals
across AGF and its affiliates from Highstreet Asset Management Inc. and
The new ETF offerings include four enhanced core options and three
multi-asset portfolio solutions, all of which are actively managed by AGFiQ
using quantitative research with the aim of delivering a disciplined and
QuantShares Enhanced Core Canadian Equity ETF (TSX: QCD)
QuantShares Enhanced Core US Equity ETF(TSX: QUS)
QuantShares Enhanced Core International Equity ETF (TSX: QIE)
QuantShares Enhanced Core Emerging Markets Equity ETF (TSX: QEM)
QuantShares Global Equity Rotation ETF (TSX: QGL)
QuantShares MultiAsset Allocation ETF (TSX: QMA)
QuantShares MultiAsset Income Allocation ETF (TSX: QMY)
* Dynamic Funds and BlackRock launch active-management ETFs.
BlackRock Asset Management Canada Ltd.
debuted a new suite of five Dynamic iShares Active ETFs.
In a release, Jordy Chilcott, President & CEO of Dynamic Funds, said,
“Each ETF takes our portfolio manager’s investment philosophy and tailors
it specifically for the ETF structure.”
The Dynamic iShares Active ETFs include the following:
Dynamic iShares Active Preferred Shares ETF (TSX: DXP)
holds primarily Canadian preferred shares, and follows the
active-management strategies of Dynamic’s
Dynamic iShares Active Crossover Bond ETF (TSX: DXO)
focuses on near-high-yield North American fixed-income corporate securities
and also tracks the active-management strategies of Dynamic’s Marc-André
Dynamic iShares Active Global Dividend ETF (TSX: DXG)
aims for long-term capital growth through a diversified portfolio
dividend-paying global stocks using the active investment strategy of
and Peter Rozenberg.
Dynamic iShares Active U.S. Dividend ETF (TSX: DXU)
invests in U.S. dividend-paying stocks, and tracks the active investment
strategy managed by David Fingold and Peter Rozenberg.
Dynamic iShares Active Canadian Dividend ETF (TSX: DXC)
holds Canadian dividend payers, and provides exposure to an active
investment strategy managed by Dynamic’s
* Fidelity launches “best of breed” fund managed by stock picker Will
Fidelity Investments Canada
Fidelity Insights Class, which is managed by U.S.-based Fidelity manager Will Danoff. Danoff is a
long-time Fidelity manager, and currently manages Fidelity Contrafund, the
largest solely actively managed equity mutual fund in the U.S.
Fidelity Insights Class has a go-anywhere mandate, investing primarily in
shares of companies of any size market capitalization. The fund may invest
anywhere in the world, but emphasizes U.S. stocks.
According to a release, the fund will invest in “best of breed” companies
that Danoff believes will offer sustained, above-average earnings growth.
The fund is also available as Fidelity Insights Currency Neutral Class.
* Mawer introduces Emerging Markets fund.
Mawer Investment Management Ltd.
Mawer Emerging Markets Equity Fund, managed by Mawer’s Peter Lampert, who also co-manages the
FundGrade A+ 2016
Mawer International Equity Fund.
According to a Mawer release, higher economic growth rates in emerging
markets like India, Brazil, and China have led these countries to become
larger contributors to the global economy, which has resulted in a greater
number of investment opportunities.
As for strategy, Mr. Lampert said, “We focus on large and small cap
companies with strong business models, excellent management teams, and
attractive stock valuations.”
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