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FUND PERFORMANCE REPORTS
12/12/2017 9:26:35 AM
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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.

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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.

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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 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.

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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.

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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.

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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.

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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?

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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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