Pioneered by boutique mutual fund companies such as Parnassus and Ariel, socially responsible investing is mostly done through specialized mutual funds. Before SRI funds invest in a company, they apply screens to de emphasize corporate ne'er do wells while.
Meanwhile, CI has announced that the risk ratings of both Harbour Global Growth & Income Corporate Class and Marret Strategic Yield ... Administrators to determine the risk level of mutual funds, and are not a result of any changes to the investment.
In addition, approval was required and received from securityholders of two continuing funds – CI International Value Corporate Class and Select 100e Managed Portfolio Corporate Class. Pursuant to the mergers, securityholders of each terminating fund.
The 2016 Federal Budget proposes changes to the Income Tax Act so that switching from one share class to another share class within the same mutual fund corporation will result in a deemed disposition for tax purposes. Corporate class Exchange Traded Funds.
In a 7-0 decision, the Supreme Court ruled on Thursday that a class-action suit can proceed against mutual fund firms AIC Ltd. and CI Mutual Funds Inc. Those two were among five companies that financial regulator the Ontario Securities Commission found to.
In addition, Jon Case has been named lead portfolio manager of Sentry Precious Metals Fund, Sentry Precious Metals Class ... for a number of smaller mutual funds and private pools that will be taken over by investment teams at CI Investments, effective.
YOU may be asking "what is a mutual fund and why should I invest in it ... the Signature Global Science and Technology Corporate Class had a 144 per cent return from 2009 to 2013. The CI American Value Corporate Class invests primarily in high value.
These tables rank the top-performing stock and bond mutual funds for ... (CL): Focuses on corporate and other investment-grade securities with an average effective maturity of more than 10 years. * Intermediate-term investment grade (CI): Focuses on.
CI Short-Term Corporate Class will be reopened to new investments. CI also notes that there continues to be confusion in the marketplace regarding the budget’s impact on mutual fund corporations or corporate class funds. CI emphasizes that the budget.