Mutual funds

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Market Insights

HSBC closing climate change fund

HSBC Global Asset Management (Canada) Limited has announced that it will close and wind up the HSBC Global Climate Change Fund on or around 19 August 2011. Effectively immediately, new investments into the fund will no longer be accepted. The decision to close the fund was based on the small fund size and relatively small […]

By Staff |June 6, 2011

1 min read

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Market Insights

Bond funds come out on top in May

It was another good month to be a bond investor in May, as fixed income mutual funds excelled against equity mandates, according to preliminary performance data from Morningstar Canada. Among the 44 fund indexes tracked by Morningstar Canada, 28 had positive returns in May. These were led by the small Health Care Equity index (+4.4%) […]

By Staff |June 2, 2011

2 min read

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Market Insights

Mackenzie boosts fixed-income expertise

Effective June 1, Mackenzie Investments adds Putnam Investments as sub-advisor to several Mackenzie high-yield corporate bond funds. Putnam will assume portfolio management responsibilities for Mackenzie Sentinel Corporate Bond Fund, Mackenzie Sentinel North American Corporate Bond Class and Mackenzie Sentinel Registered North American Corporate Bond Fund, as well as becoming one of the managers on the […]

By Staff |May 31, 2011

1 min read

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Bastasic joins IA Clarington

IA Clarington Investments has hired award-winning portfolio manager Dan Bastasic as senior vice-president and portfolio manager. Bastasic comes to IA Clarington from Mackenzie Financial, where he was vice-president, investments. “We are extremely pleased to add a talented money manager like Dan Bastasic to our team,” said David Scandiffio, president, IA Clarington. “Dan’s hiring gives us […]

By Staff |May 30, 2011

1 min read

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Market Insights

Invesco Trimark streamlines shelf

Invesco Trimark has announced it will streamline its fund lineup, resulting in 10 fund mergers, a handful of name changes and series re-designations, and the termination of Series T4, T6 and T8 of Invesco Canadian Equity Private Pool “We have proposed these improvements to our fund lineup with the best interests of investors in mind,” […]

By Staff |May 20, 2011

3 min read

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Risk is back on the menu

Canadian investors may be showing a little more appetite for risk, with a vast majority telling a recent survey they would invest in growth-oriented mutual funds over the next year. It should be noted that the definition of “growth-oriented” in this case is not that of the industry style-box, but refers to capital appreciation strategies. […]

By Staff |May 19, 2011

2 min read

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Planning and Advice

Expert to fund dealers: Get back in the race

As an industry, mutual fund dealers got distracted somewhere in the last few years, so it's time now to get back to basics starting with financial planning.

By Vikram Barhat |May 9, 2011

3 min read

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Aston Hill announces fund changes

Aston Hill Asset Management has announced it will replace Lazard Asset Management LLC and Lazard Asset Management (Canada), Inc. as the portfolio advisors to Lazard Strategic Global Convertible Bond Trust, Navina/Lazard U.S. High Yield Bond Fund and Navina/Lazard Strategic Trust, effective on or about June 3, 2011. The change is being made in anticipation of […]

By Staff |May 5, 2011

1 min read

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AGF appoints Boyle as SVP

AGF Investments Inc. today announced the appointment of Chris Boyle as senior vice-president of the firm’s growing institutional business. Boyle is an industry veteran with nearly two decades of experience. In his new capacity, he will continue to develop AGF’s institutional strategy and lead the institutional team focusing on expanding the business in the United […]

By Staff |May 4, 2011

1 min read

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Brandes appoints Jeff Powers as regional director

Brandes Investment Partners & Co. has announced that Jeff Powers has joined the firm as regional director for the Southern Ontario and Toronto area. Powers has over 15 years of industry experience, and was most recently a regional sales manager at one of Canada’s leading investment firms, with his last eight years spent covering Toronto. […]

By Staff |May 4, 2011

1 min read

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