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FUND PERFORMANCE REPORTS
1/22/2017 12:46:59 AM
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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.

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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.

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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.

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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?

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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.

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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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By Olev Edur | Thursday, June 30, 2016

   

“It’s a very simple process,” says Brian Berghuis , portfolio manager at T. Rowe Price in Baltimore, Maryland, and lead manager of the TD U.S. Mid-Cap Growth Fund, in speaking about the stock selection process that has seen the fund maintain top-tier performance since its inception in 1993: Most recently, 3-, 5-, and 10-year average annual compound returns through the end of May of 21.0%, 16.8%, and 10.3% respectively. And that performance yielded a monthly FundGrade™ A-grade and the annual FundGrade A+™ Award for 2015.

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By Olev Edur | Tuesday, May 10, 2016

The energy sector has certainly had a rough time ever since the November 2014 OPEC meeting when Saudi Arabia refused to cut oil production in order to stabilize falling prices. Some energy company shares lost as much as 50% of their value as prices dropped throughout 2015 and into 2016; the average return from the energy equity fund category for the year ended March 31, 2016, was a dismal -22.8%. Are things about to turn around?

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By Olev Edur | Thursday, April 07, 2016

What can you say, without using superlatives, when two of the three top-performing funds in the Canadian small/mid-cap category over the past 10 years, and three of the top five performers in the category over the past five years, are all managed by the same individual? Hard to believe, but Jeff Mo, portfolio manager at Mawer Investment Management, has done just that. And racked up a long list of FundGrade A+ Awards™ to boot.

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By Olev Edur | Thursday, March 03, 2016

Bond funds are supposed to be dull. Slow, steady returns. Something you turn to when you need a “safe haven.” So how has the Signature Global Bond Fund managed to generate annualized returns of 7.0%, 8.1% and 6.5% over 1-, 3- and 5-year time frames respectively through January 2016, and do it primarily with low-coupon government bonds? And what about that 2.8% return for the month of January alone?

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By Olev Edur | Thursday, January 14, 2016



At a time when stock markets are tumbling and interest rates spell a loss in real terms, there aren’t many safe places left to stash your cash. Despite having a foot in both troubled camps, however, the FundGrade A-rated Fidelity Income Allocation Fund is still managing to turn healthy returns for its unitholders – a clear case of the whole being more than the sum of its parts.

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By Olev Edur | Tuesday, December 01, 2015



What tales the numbers tell sometimes. Fundata performance statistics for most time frames through October 2015, from one month to ten years, show that U.S. equity funds ranked near the top among all 52 fund categories. Index funds, like the CIBC NASDAQ Index Fund and the Scotia NASDAQ Index Fund, both with the Fundata FundGrade® A Rating, reaped the benefits with top-performance in the sector. While that’s partly a currency story for Canadians, the numbers also seem to be a testament to the strength and resiliency of our southern neighbor’s business sector.

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By Olev Edur | Tuesday, November 03, 2015



China’s economy, the powerhouse of Asia (and purveyor to much of the world), continues slowing in the wake of a big stock market crash this past June. Europe is now embroiled in a growing refugee crisis, in the wake of a drawn-out Greek/European Union economic and fiscal standoff. Little wonder that equity markets almost everywhere have taken a hit lately. And equity funds have largely reflected this volatility. But there are some exceptions, notably the multi-year FundGrade A+ Award-winner (2011-2014) Investors International Small Cap Fund.

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By Olev Edur | Tuesday, October 13, 2015



Well, it looks like the long bull run for commodity-driven Canadian stocks is over for now, supplanted by a U.S. market that’s been roaring upward for the past couple of years. Investors are now looking south of the border for growth, and those who want to diversify beyond equities but still earn decent returns might want to take a look at high-yield fixed-income funds (which invest primarily in corporate bonds), because they’ve been lifted by the rising Yankee tide as well. In particular, the Fidelity American High-Yield Fund has been generating returns lately that put many Canadian as well as American equity investments to shame, and has been doing so for many years.

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By Olev Edur | Tuesday, September 01, 2015

 

No question that it’s been rough-and-tumble times for equity investors everywhere lately, but it comes as no surprise for Chip McKinley, a portfolio manager of the global real estate portfolio at Cohen & Steers, Inc. in New York City, NY, sub-manager of CIBC Asset Management Inc.’s Renaissance Global Real Estate Fund. As a result, he was prepared for the worst of the recent market carnage.

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By Olev Edur | Tuesday, August 11, 2015

   

The National Bank Quebec Growth Fund is a consistent winner, with top quartile performance over 1-, 3-, 5- and 10-year time frames through June 30, 2015 and the second-best 10-year annualized return (12.5%) in the Canadian small/mid-cap category. It’s also unlike most other Canadian equity funds, making it an attractive uncorrelated component for investors seeking diversification without the economic, political, or currency risks of a foreign market.

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By Olev Edur | Tuesday, July 07, 2015

 

Now that Greek citizens have voted overwhelmingly against further eurozone financial controls, the Greek debt fiasco has entered unknown territory. Dire predictions abound. But Matt Peden, Toronto-based vice-president and portfolio manager at Invesco, and lead manager of the multi-year Fundata FundGrade A+  award-winning Trimark Europlus Fund, is relatively sanguine. Having delivered an average annual compound return of 17.2% for the five-year period ended May 31, 2015 (one of the best in the European equity fund category), he’s been taking profits and is well positioned to acquire any bargains that might arise, whatever may happen.

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By Olev Edur | Thursday, June 04, 2015

To say the past several years have not been kind to natural resource funds would be a bit of an understatement – the five-year average annual compound return from the category was a less-than-impressive -6.8% through April 2015, and the one-year return through April was a dismal -18.9%. Nevertheless, Chris Beer, manager of the category-beating RBC Global Resources Fund, sees room for optimism.

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By Olev Edur | Tuesday, May 05, 2015

 

With the economic recovery underway (albeit shakily) south of the border, Canadian investors have been seeing some impressive returns from their U.S. equity fund holdings lately, and particularly from small/medium-cap equities. Part of that is a result of U.S. dollar strength. But for the Fundata FundGrade® A-rated Fidelity Small Cap America Fund, now in its 21st year, it comes down to impressive research bench strength that has delivered consistent first-quartile performance.

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By Olev Edur | Tuesday, March 03, 2015



It may be a topsy-turvy investment world these days, but for Lisa Myers, executive vice-president of Nassau, Bahamas-based Templeton Global Advisors Ltd., that’s neither here nor there. Equity specialist Myers, who co-manages the Templeton Global Balanced Fund with lead fixed-income manager Michael Hasenstab, says the managers take no macroeconomic views. Instead, they look rigorously at the merits of individual companies. This is the classic Templeton approach, and in 2014 it paid off as the fund achieved the Fundata FundGrade® 2014 A+ Rating™.

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