Monday, September 25th, 2017

Fund co. links


What managers do, both absolute and relative to each other, pales in importance next to what the investor – guided by his/her advisor – does.
– Nick Murray

Money manager reports

Money manager reports

This section  features Dave’s annual analysis of and reporting about money managers.  As a part of keeping up to date on how your assets are being managed we do some or all of the following: 

  • attend professional development days and conferences
  • attend presentations by fund managers for financial advisors 
  • participate in conference calls 
  •  meet with representatives from fund companies 
  •  read books about investing and planning do statistical analysis of funds 
  • take continuing education courses 

 

 

Mutual Funds Disclaimer    Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that a fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Past performance may not be repeated.  The indicated rate(s) of return is (are) the historical annual compounded total return(s) including changes in (share or units) value and reinvestment of all (dividends or distributions) and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Labour Sponsored Funds have tax credits that are subject to certain conditions and are generally subject to recapture if shares are redeemed within eight years.