Last updated: Dec-11-2017

    
 
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Latest articles in the Fund Library


By Knowledge Bureau | Tuesday, December 12, 2017

A SPECIAL REPORT FROM KNOWLEDGE BUREAU



By Evelyn Jacks

The tax take is much more significant than first thought. The Parliamentary Budget Officer (PBO) released a report on November 23, 2017, that suggests the revenue increase from proposed new taxes on passive income earned in a small business corporation will be as high as $6 billion dollars annually by the time the full effects of the changes are implemented. This is much more than the initial $250 million figure first suggested by the Department of Finance, and still only a best guess.


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By Gordon Pape | Monday, December 11, 2017

BUILDING WEALTH WITH GORDON PAPE
 

Six years ago, in September 2011, I set up this model Balanced Portfolio for readers of my Income Investor newsletter. The goal was to combine above-average cash flow with reasonable risk. The initial portfolio valuation was $25,027.75, and the target was to achieve a return that at least matched the best available 5-year GIC rate plus two percentage points. The best five-year rate available right now is 2.85%, so we are looking for an annual return on this portfolio in excess of 4.85%. Here’s a review and update on how this portfolio has performed.


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By Fund Library News Wire | Friday, December 08, 2017

By Mike Keerma

* Arrow debuts actively-managed bond ETF .
* First Asset closes covered call ETF.
* iA Financial launches a barrage of new funds and portfolios.
* Mackenzie’s new RI ETF begins trading.
* Desjardins launches adds to controlled volatility ETF lineup.
* Invesco switches exchanges for PGL.
* Mutual fund assets balloon to $1.47 trillion in October.

* Arrow debuts actively-managed bond ETF . Toronto-based portfolio manager Arrow Capital Management Inc. launched its first actively managed exchange-traded fund, the Exemplar Investment Grade Fund (TSX: CORP), which aims to remove interest rate exposure of corporate bonds, thereby protecting investors from capital losses due to rising rates. The fund, sub-advised by East Coast Fund Management Inc., uses a credit strategy aiming for attractive risk-adjusted returns with low volatility and capital preservation.


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By Fund Library News Wire | Friday, December 08, 2017

By Mike Keerma

The main North American stock market gauges turned higher on the week following the release of robust U.S. job-creation data. Markets also cheered progress between the U.K and the European Commission on Brexit talks. The broad U.S. blue-chip S&P 500 Composite Index advanced 0.4% on the week, closing at a record high on Friday, while the Nasdaq Composite Index ended the week flat. The Dow Jones Industrial Average also closed Friday at a record high of 24,329.16. Canada’s benchmark S&P/TSX Composite Index gained 0.4% on the week. Gold slid 2.6% on the week, while crude oil dropped 1.7% on rising U.S. production and increasing gasoline inventory.


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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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More recent articles

By Dave Paterson | Wednesday, December 06, 2017
By Reid Baker  | Monday, December 04, 2017
By Fund Library News Wire | Friday, December 01, 2017
By Robyn K. Thompson | Friday, December 01, 2017
By Samantha Prasad | Thursday, November 30, 2017
By Dave Paterson | Wednesday, November 29, 2017
By Fund Library News Wire | Tuesday, November 28, 2017
By Gordon Pape | Monday, November 27, 2017
By Fund Library News Wire | Friday, November 24, 2017
By Fund Library News Wire | Friday, November 24, 2017
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