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Mac cundill canadian balanced fund series c

While researching my column for the June issue of MoneySense , however, I collected much more complete data. I called Morningstar and asked them to provide me with the year returns for all Canadian mutual funds in two categories: How many of these outperformed a portfolio of humble index funds? And could you have identified these winners in advance? Reader discretion is advised.

Canadian Equity Balanced

The average return of the funds in this category was just 1. In the Global Neutral Equity category, the news was slightly less dreadful. Among the 53 funds in the category, the average return was 2. Who was it that said that indexing only works in bull markets? Many investors in the outperforming funds would not have achieved these returns because of these additional costs. More stories below advertisement. News Adding insurance to your practice can be beneficial. More advisors embracing financial planning.

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