How’s your fund manager performing this year?

Look for funds with low costs and proven track records

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From the December 2015 issue of the magazine.

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In periods of market stress, an active fund manager is supposed to outperform the indexes by taking defensive measures. That wasn’t the case in the 12 months to June 30 of 2015, when just 40% of Canadian equity funds beat the S&P/TSX Composite. That underperformance is even worse over a five-year period. If you’re an active investor, this should remind you to look for funds with low costs and a proven track record. That gives you a better chance of outperforming over the long term.

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Source: SPIVA Canada Scorecard


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