They allow you to invest in a wide variety of stocks and bonds so you can diversify your investments.
Best performing mutual funds canada 2015 professional#
What are mutual funds and ETFs?īoth are pools of investments managed by professional fund managers. 2 Footnote 2īut how do you decide which best fits your investment needs? Let’s compare them.
In fact, ETFs are gaining assets at an annual rate of 28% at the end of 2017, compared to just 10.3% for mutual funds. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or incomes taxes payable by any securityholder that would have reduced returns.You may have heard about exchange-traded funds (ETFs) as an alternative to investing in mutual funds.ĮTFs are becoming more popular investments with Canadians. Mutual funds are not guaranteed or insured by the Canada Deposit Insurance Corporation or any other government deposit insurer, their values change frequently and past performance may not be repeated. Please read the prospectus before investing. Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. is wholly owned by The Bank of Nova Scotia and is a member of the Mutual Fund Dealers Association of Canada. ScotiaFunds are available through Scotia Securities Inc. ScotiaFunds ® are managed by 1832 Asset Management L.P., a limited partnership the general partner of which is wholly owned by The Bank of Nova Scotia. Performance for Scotia Resource Fund (Series A) for the period ended Decemis as follows: -11.95% (1 year), 12.46% Performance for Scotia Nasdaq Index Fund (Series A) for the period ended Decemis as follows: 6.38% (1 year), 9.95% Performance for Scotia Global Growth Fund (Series A) for the period ended Decemis as follows: -3.54% (1 year),Ħ.14% (3 years), 9.73% (5 years), 11.81% (10 years), and 6.45% since inception (January 1965). Performance for Scotia Canadian Dividend Fund (Series A) for the period ended Decemis as follows: -4.00% (1 year),Ħ.68% (3 years), 6.77% (5 years), 8.91% (10 years), and 9.26% since inception (December 1992). Performance for Scotia Aria Conservative Build Portfolio (Premium Series) for the period ended Decemis as follows:
For more information, see Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata. FundGrade ratings are subject to change every month. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+ ® Award. A fund’s average score for the year determines its GPA. The FundGrade A+ ® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The top 10% of funds earn an A Grade the next 20% of funds earn a B Grade the next 40% of funds earn a C Grade the next 20% of funds receive a D Grade and the lowest 10% of funds receive an E Grade. The scores are then weighted equally in calculating a monthly FundGrade.
The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The FundGrade A+ ® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. to recognize the “best of the best” among Canadian investment funds. The annual FundGrade A+ ® Awards are presented by Fundata Canada Inc. FundGrade A+ ® is used with permission from Fundata Canada Inc., all rights reserved.
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