Tag Archives: Performance

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robcarrick December 24, 2012 - Masters of Money

6 Costs to Consider When Investing

People invest all the time without considering the cost, but let’s cut them some slack. When investing, there can be as many as six different price tags to consider on the same account. Let’s go through them one by one. ► MORE
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Posted by Rob Carrick / Leave a comment

Alison-Griffiths October 18, 2012 - Masters of Money

Figure Out Your Funds – Best in Class or Back of the Class?

In my last post I wrote about comparing your mutual fund returns to a benchmark index. That is a very important piece of information to have when evaluating funds you hold or are considering buying. A second criteria is equally important and, happily, very easy to discover. Performance (or returns) should also be compared with a fund’s category. ► MORE
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Posted by Alison Griffiths / Leave a comment

Alison-Griffiths September 26, 2012 - Masters of Money

Returns vs. the Benchmark

“Where’s the beef?” That line originated in a 1980s commercial for Wendy’s. It quickly became the catchphrase for all those seeking quality, value for money and good service. These days, mutual fund investors are asking the same question when they survey investment returns which, despite the strong market performance of early 2012, are often in the low single digits or even negative over three and five years. ► MORE
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Posted by Alison Griffiths / 1 Comment

investnow June 26, 2012 - Money 2.0

Have your say on better disclosure of investment fees and performance

Last year, we told you about a proposal by the Canadian Securities Administrators (CSA) that would require dealers and advisers to report more information about the fees you pay and how your investments perform. Now, an amended proposal with new requirements is out for public comment. ► MORE
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