B % B E F % F O % B B % E % F % F
|
|
|
- Warren Hines
- 5 years ago
- Views:
Transcription
1 Update Russell Investments Corporate Inc. has declared ordinary dividends to shareholders in the following Russell LifePoints Portfolios and Russell Sovereign Investment es. The dividends are payable on Wednesday, June 29, 2016 to shareholders of record at the close of business day Tuesday, June 28, For the distribution series (B, B-3, B-5, B-6, B-7, E-5, E-6, E-7, F-3, F-5, F-6, F-7, O, O-5, US Dollar Hedged Series B and Series F) of the applicable es, the dividends will be in addition to the regular monthly distributions. All dividends are eligible dividends i. FUND SERIES $/SHARE (CAD) Russell LifePoints Balanced Portfolio % OF NAV ii B % B % JUNE 2016 For more information, please contact us at or by at canada@ russellinvestments.com. E % F % F % O % Russell LifePoints Balanced Growth Portfolio B % B % E % F % F % F % O % Russell LifePoints Long-Term Growth Portfolio B % E % F % O % Russell Investments // Russell Investments Update / p 1
2 Russell Multi-Asset Growth Strategy B % E % F % O % Russell Canadian Equity B % E % F % O % Russell US Equity B % E % F % O % Russell Overseas Equity B % E % F % O % Russell Global Equity B % E % F % O % Russell Emerging Markets Equity B % E % F % O % Russell Diversified Monthly Income Portfolio B % B % B % E % E % Russell Investments // Russell Investments Update / p 2
3 E % F % F % F % O % O % Series B Series F % 0.18% Russell Income Essentials Portfolio B % B % B % B % E % E % E % E % F % F % F % F % O % O % Series B Series F % 0.30% Russell Canadian Dividend B % E % F % O % Russell Investments // Russell Investments Update / p 3
4 Series B % Russell Multi-Asset Growth & Income B % B % B % B % E % E % E % E % F % F % F % F % O % O % Russell Focused US Equity B % E % F % O % Hedged Series B Hedged Series E Hedged Series F Hedged Series O Russell Multi-Asset Fixed Income B % B % E % F % Russell Investments // Russell Investments Update / p 4
5 F % Russell Global Infrastructure B % E % F % O % Russell LifePoints Conservative Income Portfolio B % B % E % E % F % F % O % Russell Focused Global Equity B % E % F % O % Russell LifePoints Balanced Income Portfolio B % B % E % F % F % O % Russell Focused Canadian Equity B % E % F % O % Russell Investments // Russell Investments Update / p 5
6 i All monthly distributions of the Russell Canadian Dividend are eligible dividends. ii Based on May 31, 2016 Net Asset Value. Important information Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Nothing in this publication is intended to constitute legal, tax securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. This is a publication of Russell Investments Canada Limited and has been prepared solely for information purposes. It is made available on an as is basis. Russell Investments Canada Limited does not make any warranty or representation regarding the information. Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited. Russell Investments ownership is composed of a majority stake held by TA Associates with minority stakes held by Reverence Capital Partners and Russell Investments management. Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the FTSE RUSSELL brand. Copyright Russell Investments Canada Limited All rights reserved. First used: June 2016 RETAIL (EXP ) Russell Investments // Russell Investments Update / p 6
Russell Investments Global Unconstrained Bond Class B % E % F % O %
UPDATE Russell Investments Corporate Class Inc. has declared ordinary dividends to shareholders in the following Russell Investments Class Portfolios, Russell Investments Multi-Asset Class Solutions and
Russell Investments Income Essentials
ESSENTIALS Russell Investments Income Essentials Combines the stability of bonds, the growth potential of equities and exposure to real assets, with moderate portfolio volatility. russellinvestments.com/ca
Retirement Lifestyle Solution
INVESTING IN RETIREMENT Retirement Lifestyle Solution INVESTED. TOGETHER. russell investments / investing in retirement Ready to plan your retirement lifestyle? Let s do it. Congratulations! If you re
Income dividend distributions and distribution yields
Income dividend distributions and distribution yields Why do they vary from period to period and fund to fund? JULY 2015 Investors often rely on income dividend distributions from mutual funds to satisfy
Russell Investments Global Infrastructure Pool
THREE REASONS TO CONSIDER Russell Investments Global Infrastructure Pool 1 Portfolio diversification 2 3 Access to a global growth opportunity Enhanced yield potential To help generate long-term wealth,
Q data reveal toughest active manager climate since report s inception:
JULY Russell Investments Canada Active Manager Report data reveal toughest active manager climate since report s inception: Only 17% of Canadian large-cap equity managers beat the benchmark Early look
Russell Investments Income Essentials
RUSSELL INVESTMENTS CANADA LIMITED Income Essentials Combines the stability of bonds, the growth potential of equities and exposure to real assets, with moderate portfolio volatility. The new market reality
Trends: Voluntary Clearing: Buy Side, CDX and CDS
Trends: Voluntary Clearing: Buy Side, CDX and CDS Canadian Annual Derivatives Conference Lisa A. Cavallari, CAIA, FRM Director, Fixed Income Derivatives and Commodities DECEMBER Important information and
Reason #1: Advisors can help you avoid common mistakes caused by human behavior.
Your advisor... worth nearly 3%? A RELATIONSHIP WITH YOUR ADVISOR, THAT PROVIDES YOU WITH IN-DEPTH UNDERSTANDING OF YOUR FINANCIAL AND PERSONAL SITUATION AND ONGOING GUIDANCE AND ADVICE FOR LIFE S MAJOR
Currency Perspectives Expect greater uncertainty. Shay Kshatriya, CFA Director, Canadian Strategies
Currency Perspectives Expect greater uncertainty Shay Kshatriya, CFA Director, Canadian Strategies JUNE 2015 Important Information Commissions, trailing commissions, management fees and expenses all may
Investing in real assets
MULTI-ASSET SOLUTIONS Investing in real assets Income, diversification and inflation protection INVESTED. TOGETHER. What are real assets? A real asset is a tangible asset you can touch like a bridge, or
Retirement Lifestyle Solution
ADVISOR SALES GUIDE AND TOOLKIT Retirement Lifestyle Solution INVESTED. TOGETHER. How do we address the retirement income challenge? 61% of Baby Boomers say they re more afraid of running out of money
STRATEGIC. Sophisticated investments. Simple to use. Target Date Strategy Funds. russellinvestments.com
STRATEGIC Sophisticated investments. Simple to use. Target Date Strategy Funds russellinvestments.com Finding the right target date fund options is key. If your target date funds are projected to be the
CIBC Asset Management Inc. (CAM) announces changes to its investment product line-up
PRODUCT ENHANCEMENTS CIBC Asset Management Inc. (CAM) announces changes to its investment product line-up Management Fee Reductions Minimum Investment Changes or Classes July 21, 2017 CAM is implementing
Reorganization of the U.S. Large Cap Equity Fund into the Multifactor U.S. Equity Fund
Reorganization of the U.S. Large Cap Equity Fund into the Multifactor U.S. Equity Fund DECEMBER 6, 2017 Highlights The December 6, 2017 Russell Investment Company Funds prospectus update announced plans
(each a Fund and collectively, the Funds )
Amendment No. 3 dated February 23, 2017 to the Annual Information Form dated June 29, 2016, as amended by Amendment No. 1 dated December 2, 2016 Amendment No. 2 dated February 17, 2017 of LifePoints Balanced
Life in a Low-Return World: To Hedge or Not to Hedge?
Life in a Low-Return World: To Hedge or Not to Hedge? October 19, 2017 by Van Luu of Russell Investments At Russell Investments, we believe we will see low returns over the next seven to ten years. Pension
1BALANCE ACCESS TO EXPERTISE ADAPTABILITY. THREE REASONS TO CONSIDER Multi-Strategy Income Fund
THREE REASONS TO CONSIDER Multi-Strategy Income Fund Class A share ticker: RMYAX Class C share ticker: RMYCX Class E share ticker: RMYEX Class S share ticker: RMYSX 1BALANCE Choose a diversified approach
Benefit from a new fiduciary approach
RUSSELL INVESTMENTS DEFINED CONTRIBUTION FIDUCIARY OUTSOURCING SERVICES Benefit from a new fiduciary approach INVESTED. TOGETHER. New challenges require new solutions In a world where many employees will
Bank of England Rate Hike: One and Done
Bank of England Rate Hike: One and Done November 2, 2017 by Wouter Sturkenboom of Russell Investments The Bank of England (BoE) has bitten the bullet and hiked the base interest rate from 0.25% to 0.5%,
Real solutions designed to improve participant outcomes.
DEFINED CONTRIBUTION SOLUTIONS Real solutions designed to improve participant outcomes. INVESTED. TOGETHER. Is your DC plan keeping pace with today s DC challenges? DC PLANS ARE CHANGING. Today, many workers
Fund Updates. The value of active management. Effective March 14, 2018, changes will be implemented for two Russell Investment Company Funds.
Fund Updates Effective March 14, 2018, changes will be implemented for two Russell Investment Company Funds. The value of active management We are committed to providing highest conviction investing through
Does equity hedge spreads? If so, is it useful for LDI?
By: John Osborn, CFA, Director, Consulting JULY 2012 Does equity hedge spreads? If so, is it useful for LDI? Issue: Many defined benefit pension plans are seeking to implement liability -driven investing
Southeastern Council of Foundations 49th Annual Meeting
Southeastern Council of Foundations 49th Annual Meeting Southeastern Council of Foundations 49th Annual Meeting Here be Dragons Wednesday, November 7th, 8-9:3 AM FEATURING: Paul Eitelman, Senior Investment
Hedge Fund Overview. Concordia University, Nebraska
Hedge Fund Overview Concordia University, Nebraska AUGUST 2016 Important Information Please remember that all investments carry some level of risk, including the potential loss of principal invested. They
Multi-factor investing, demystified: Part 2
Multi-factor investing, demystified: Part 2 November 20, 2018 by Sophie Gilbert of Russell Investments In the world of investing, there s always a buffet of options to choose from, but there s no such
EQUITY INCOME FUND¹. Money Manager and Russell Investments Overview September Russell Investments approach
EQUITY INCOME FUND¹ Money Manager and Russell Investments Overview September 2018 Russell Investments approach Russell Investments uses a multi-asset approach to investing, combining asset allocation,
RESPONSIBLE INVESTING ACTIVELY DESIGNING SOLUTIONS FOR THE FUTURE
RESPONSIBLE INVESTING ACTIVELY DESIGNING SOLUTIONS FOR THE FUTURE THIS BROCHURE IS PRINTED ON SUSTAINABLY RESOURCED AND RECYCLED PAPER STOCK OUR APPROACH NOT ALL RESPONSIBLE INVESTING SOLUTIONS ARE CREATED
MATERIALITY MATTERS. Targeting the ESG issues that can impact performance the material ESG score. Emily Steinbarth, Quantitative Analyst.
MATERIALITY MATTERS Targeting the ESG issues that can impact performance the material ESG score Emily Steinbarth, Quantitative Analyst March 2018 ABSTRACT Russell Investments has developed a new way to
Sophisticated investments. Simple to use.
TARGET DATE STRATEGY FUNDS Sophisticated investments. Simple to use. INVESTED. TOGETHER. Now your default option can be your best option. If your target date funds are projected to be the majority of your
Outsourcing options for your investment program
Fiduciary solutions for HOSPITALS AND HEALTHCARE SYSTEMS Outsourcing options for your investment program INVESTED. TOGETHER. Managing complexity Hospitals and healthcare systems face some of the most complex
What s included in your fees and how are they calculated and presented?
OCIO provider fees What s included in your fees and how are they calculated and presented? What s included in your fees? The fiduciaries we talk to are continually telling us that one of the most confusing
Fund Updates. The value of active management. Effective June 7, 2018, changes will be implemented for five Russell Investment Company Funds.
Fund Updates Effective June 7, 2018, changes will be implemented for five Russell Investment Company Funds. The value of active management We are committed to providing highest conviction investing through
Investment outsourcing options for your pension plan
Fiduciary solutions for CORPORATE PENSION PLANS Investment outsourcing options for your pension plan INVESTED. TOGETHER. Managing complexity Managing a pension plan is not getting any easier. Rapid-fire
U.S. DYNAMIC EQUITY FUND
U.S. DYNAMIC EQUITY FUND Money Manager and Russell Investments Overview March 2019 Russell Investments approach Russell Investments uses a multi-asset approach to investing, combining asset allocation,
MOST RECENT 3-MO. trend TYPICAL range EXTREME range. Typical Typical. Typical Typical
CURRENT AS OF JUNE 29, 2018 Economic indicators dashboard MOST RECENT 3-MO. trend TYPICAL range EXTREME range Market Volatility (CBOE VIX) SEE HISTORICAL DETAILS 4 10 Yr. U.S. Treasury Yield SEE HISTORICAL
MERCER MULTI-MANAGER FUNDS QUARTERLY REPORT THREE MONTHS TO 31 DECEMBER 2016
MERCER MULTI-MANAGER FUNDS QUARTERLY REPORT THREE MONTHS TO 31 DECEMBER 2016 MERCER MULTI-MANAGER FUNDS QUARTERLY REPORT CONTENTS ECONOMY & MARKETS 1 FINANCIAL MARKET RETURNS TO 31 DECEMBER 2016 QUARTER
Hibernation versus termination
PRACTICE NOTE Hibernation versus termination Evaluating the choice for a frozen pension plan James Gannon, EA, FSA, CFA, Director, Asset Allocation and Risk Management ISSUE: As a frozen corporate defined
RESPONSIBLE INVESTING ACTIVELY DESIGNING SOLUTIONS FOR THE FUTURE
RESPONSIBLE INVESTING ACTIVELY DESIGNING SOLUTIONS FOR THE FUTURE OUR APPROACH NOT ALL RESPONSIBLE INVESTMENT SOLUTIONS ARE CREATED EQUAL Different organizations define responsible investing in different
Investment solutions to help fund your organization s goals
Outsourced CIO Solutions NON-PROFIT Investment solutions to help fund your organization s goals INVESTED. TOGETHER. Managing your investments isn t your full-time job Every non-profit organization has
FUND UPDATES. The value of active management
FUND UPDATES The value of active management We are committed to providing highest conviction investing through an increasingly discriminating list of managers to help investors reach their desired investment
Fidelity Investments Canada ULC
Fidelity American Balanced Currency Neutral Fund T8 0.1333 P1 P3 E1 E2 Fidelity American Balanced Fund T8 0.1439 S8 0.1439 T5 0.0828 S5 0.0827 F5 0.0813 F8 0.1426 P1T5 0.0742 P2T5 0.0741 P3T5 0.0823 E1T5
Balanced Opportunities. CI Investment Solutions
Balanced Opportunities CI Investment Solutions Portfolio Management Expertise Balanced Opportunities Given the volatility of recent years, many of your clients may be hesitant about investing in equity
Responsible Ownership: 2016 Proxy and Engagement Report
June 2017 Responsible Ownership: 2016 Proxy and Engagement Report INTRODUCTION We at Russell Investments believe active ownership is not just an obligation it is part of the value creation process. Enhancing
Fund Updates. The value of active management. Effective March 15, 2017, changes will be implemented for six Russell Investment Company Funds.
Fund Updates Effective March 15, 2017, changes will be implemented for six Russell Investment Company Funds. The value of active management As a result of our ongoing manager research and deep portfolio
Utilizing ETFs To Build Your Business
Utilizing ETFs To Build Your Business Capitalizing on the Popularity and Efficiencies of ETFs Chris McHaney, CFA Vice President & Portfolio Manager BMO ETFs & Global Structured Investments BMO Asset Management
Fund Codes - U.S. dollar mandates
Fund codes s - U.S. dollar mandates Money Market Class O Class E Class EF CI Short-Term US$ Corporate Class 19168 17168 - Money Market CI U.S. US$ Pool 19099 17099 15299 * Lawrence Park Strategic Fund
2019 Target Distribution Rates with Return of Capital. (0319) For Financial Planner Use Only
2019 Target Distribution Rates with Return of Capital (0319) For Financial Planner Use Only TD Mutual Funds Investor F H5 or H8 FT5 FT8 Premium K TD Income Advantage Portfolio TDB963 TDB451 TDB393 TDB394
June 2018 BRIDGEHOUSE FUNDS: QUICK REFERENCE
June 2018 BRIDGEHOUSE S: QUICK REFERENCE FundServ Management Company Code: BIP MINIMUMS SERIES A / AN / F / FN Minimum initial purchase per Fund $1,000* Minimum subsequent purchase per Fund $500 Minimum
Russell Investments Informed Dynamic Currency Hedging A smarter way to manage uncompensated currency risk
Russell Investments Informed Dynamic Currency Hedging A smarter way to manage uncompensated currency risk Joe Hoffman, CFA Director, Global Head of Currency Van Luu, PhD Head of Currency & Fixed Income
Maximize your clients income. CI Income Solutions
Maximize your clients income CI Income Solutions Maximize your clients income with CI Today s investors may be facing low interest rates and a lack of yield but they aren t facing lack of choice to maximize
Understanding foreign withholding tax
Understanding foreign withholding tax A REFERENCE GUIDE Exchange-traded funds make it easier than ever before to gain diversified, low-cost exposure to international markets, but for all the benefits that
Diversified Growth Funds IIES 2017
Diversified Growth Funds IIES 2017 Agenda Background Overview of Diversified Growth Funds (DGFs) DGF Example & Comparison Appendix 1 Background A Challenging Environment Has Led to New Investor Realities
Economic indicators dashboard
CURRENT AS OF JANUARY 12, 2018 Economic indicators dashboard MOST RECENT 3-MO. trend TYPICAL range EXTREME range Market Volatility (CBOE VIX) SEE HISTORICAL DETAILS p4 10 Yr. U.S. Treasury Yield SEE HISTORICAL
The Vanguard difference
The Vanguard difference Vanguard Investments Canada Inc. Vanguard s product constitution 1. Vanguard s product lineup will focus on the enduring needs of investors. 2. Vanguard will offer products that:
Vanguard ESG International Stock ETF Summary Prospectus
Vanguard ESG International Stock ETF Summary Prospectus September 18, 2018 Exchange-traded fund shares that are not individually redeemable and are listed on Cboe BZX Exchange, Inc. Vanguard ESG International
2018 Target Distribution Rates
2018 Target Distribution Rates (0118) For Financial Planner Use Only 2018 Target Distribution Rates TD Mutual Funds Investor H Premium K TD Income Advantage Portfolio TDB963 TDB393 TDB2005 TDB2629 Annual
GLOBAL INFRASTRUCTURE FUND
GLOBAL INFRASTRUCTURE FUND Money Manager and Russell Investments Overview March 2019 Russell Investments approach Russell Investments uses a multi-asset approach to investing, combining asset allocation,
Commodity Strategies Fund Money Manager and Russell Investments Overview December 2017
Money Manager and Russell Investments Overview December 2017 RUSSELL INVESTMENTS APPROACH Russell Investments uses a multi-asset approach to investing, combining asset allocation, manager selection and
U.S. Dynamic Equity Fund Money Manager and Russell Investments Overview April 2017
Money Manager and Russell Investments Overview April 2017 RUSSELL INVESTMENTS APPROACH Russell Investments uses a multi-asset approach to investing, combining asset allocation, manager selection and dynamic
Customer Investor Profile Increase your potential for higher returns.
Customer Increase your potential for higher returns. This easy-to-use questionnaire has been provided to help you and your Mutual Funds Representative1 create an accurate based on your investment needs,
RBC SELECT PORTFOLIOS. Precision-built with investors in mind. 30years. Celebrating
RBC SELECT PORTFOLIOS Precision-built with investors in mind. Celebrating 30years RBC SELECT PORTFOLIOS RBC Select Portfolios Being a successful investor takes knowledge, time and patience. With RBC Select
Independent. Diligent. Proactive. Summary Table. nbcadvisor.com/meritage
Independent. Diligent. Proactive. Summary Table nbcadvisor.com/meritage UTUAL FUNDS Diversified Fixed Income INCOE PORTFOLIOS oderate Dynamic FIXED INCOE (incl. REITs 1 ) id-cap growth Small/id-cap id-cap
Q Fixed Income Survey: Expectations for Rising Rates, Volatility and Emerging Markets
Q1 2018 Fixed Income Survey: Expectations for Rising Rates, Volatility and Emerging Markets April 4, 2018 by Adam Smears of Russell Investments The dichotomy between views from interest rate managers and
Vanguard International High Dividend Yield ETF Summary Prospectus
Vanguard International High Dividend Yield ETF Summary Prospectus February 22, 2018 Exchange-traded fund shares that are not individually redeemable and are listed on Nasdaq Vanguard International High
Tax-Exempt Bond Fund Money Manager and Russell Investments Overview September 2017
Money Manager and Russell Investments Overview September 2017 RUSSELL INVESTMENTS APPROACH Russell Investments uses a multi-asset approach to investing, combining asset allocation, manager selection and
Montreal ETF Forum. Ben Creary October 6, For Financial Advisor and Institutional Investor Use Only. Not For Public Distribution.
Montreal ETF Forum Ben Creary October 6, 2014 About Vanguard The Vanguard Group, Inc. Founded: 1975 Corporate headquarters: Valley Forge, Pennsylvania, United States Total assets: $3.12 trillion worldwide
Global Equity Fund Money Manager and Russell Investments Overview January 2018
Money Manager and Russell Investments Overview January 2018 RUSSELL INVESTMENTS APPROACH Russell Investments uses a multi-asset approach to investing, combining asset allocation, manager selection and
Ground Rules. FTSE TMX Canada Investment Grade 1-5 Year Laddered Corporate Bond Index v2.3
Ground Rules FTSE TMX Canada Investment Grade 1-5 Year Laddered Corporate Bond Index v2.3 ftserussell.com January 2018 Contents 1.0 Introduction... 3 2.0 Management Responsibilities... 5 3.0 FTSE Russell
Ground Rules. FTSE TMX Canada Universe Discount Bond Index v1.8
Ground Rules FTSE TMX Canada Universe Discount Bond Index v1.8 ftserussell.com October 2017 Contents 1.0 Introduction... 3 2.0 Management Responsibilities... 5 3.0 FTSE Russell Index Policies... 7 4.0
CANSO INVESTMENT COUNSEL LTD.
CANSO INVESTMENT COUNSEL LTD. PBY-5A Canso Canso Lysander Conference Call July 22, 2014 1 Investing from the ground up IMPORTANT DISCLOSURES This presentation is for use by investment advisors only and
Ground Rules. FTSE Private Investor Index Series v3.7
Ground Rules FTSE Private Investor Index Series v3.7 ftserussell.com January 2018 Contents 1.0 Introduction... 3 2.0 Index Structure... 4 3.0 Management Responsibilities... 6 4.0 FTSE Russell Index Policies...
Final rrsp contributions at age 71
Final rrsp contributions at age 71 TAX MANAGED STRATEGY 4 The clawback of government benefits can have a significant impact on your retirement income. Some careful RRSP planning as age 71 approaches, however,
Opportunities for pension income splitting
Opportunities for pension income splitting TAX MANAGED STRATEGY 15 Spouses 1 are allowed to split qualified retirement income with their spouse. This can result in a reduction of family taxes and can also
Fidelity Investments Canada ULC
Fidelity American Balanced Currency Neutral Fund T8 0.1333 P1 P3 E2 Fidelity American Balanced Fund T8 0.1439 S8 0.1439 T5 0.0919 S5 0.0925 F5 0.0949 F8 0.1426 P1T5 0.0867 P2T5 0.0869 P3T5 0.0894 E1T5
Mutual Fund Performance Fee Overview
Certain Dynamic mutual funds may pay a performance fee to the Investment Manager. This document is intended to serve as a resource that will assist a Financial Advisor in discussing performance fees to
INTERNATIONAL INVESTING CAPTURE THE OPPORTUNITIES. REDUCE THE RISK.
INTERNATIONAL INVESTING CAPTURE THE OPPORTUNITIES. REDUCE THE RISK. INTERNATIONAL INNOVATION Approximately 97% of the world s investment opportunities are outside Canada 1 and the majority of them are
Before You Invest Post Test (ES)
Before You Invest Post Test (ES) 1. Profit equals minus. a. revenue, expenses b. expenses, revenues c. revenue, investments. 2. Publicly held companies may issue stock to raise money to expand their business.
2018 Target Distribution Rates
2018 Target Distribution Rates (0118) For Advisor Use Only 2018 Target Distribution Rates TD Mutual Funds Advisor F T S Premium Premium F K TD Income Advantage Portfolio Annual Distribution Rate 1 1.89%
EMPIRE LIFE INVESTMENTS
EMPIRE LIFE INVESTMENTS EMPIRE LIFE INVESTMENTS At Empire Life Investments, we set out to make investing less complicated. Our investment solutions are forward-thinking, yet traditional in their simplicity,
Ground Rules. FTSE Private Investor Index Series v3.7
Ground Rules FTSE Private Investor Index Series v3.7 ftserussell.com August 2017 Contents 1.0 Introduction... 3 2.0 Index Structure... 4 3.0 Management Responsibilities... 6 4.0 FTSE Russell Index Policies...
FAQ. FTSE UK Index Series Index Review Reference Data cut-off dates for 2018
FAQ FTSE UK Index Series Index Review Reference Data cut-off dates for 2018 ftserussell.com May 2018 Contents FTSE UK Index Series Review Schedule 2018... 3 1.0 Index Rebalance Market Cap data Cut-Off...
Bah Humbug: U.S. Markets Tumble to Yearly Lows After Fed Guidance Projects More Rate Hikes for 2019
Bah Humbug: U.S. Markets Tumble to Yearly Lows After Fed Guidance Projects More Rate Hikes for 2019 December 19, 2018 by Paul Eitelman of Russell Investments Markets hit the rewind button this afternoon
HSBC World Selection Portfolio Quarterly Report Q4 2018
HSBC World Selection Portfolio Quarterly Report Q4 2018 Date: January 2019 This commentary provides a high-level overview of the recent economic environment and is for information purposes only. It is
Investing in a Low Yield Environment: Looking Beyond Interest Rate Anticipation
Investment Insights Investing in a Low Yield Environment: Looking Beyond Interest Rate Anticipation In the context of historically low interest rates, the future prospects for bond yields and the impact
WAM COLLINS INCOME POOL Q1 REPORT - SERIES A MARCH 31, 2018
WAM COLLINS INCOME POOL Q1 REPORT - SERIES A MARCH 31, 2018 COMMENTARY The bonds in the portfolio finally started to increase in price this quarter as the fear of rising interest rates has subsided. We
Ground Rules. FTSE TMX Canada Strip Bond Index v2.0
Ground Rules FTSE TMX Canada Strip Bond Index v2.0 ftserussell.com January 2018 Contents 1.0 Introduction... 3 2.0 Management Responsibilities... 5 3.0 FTSE Russell Index Policies... 7 4.0 Eligibility
Portfolio Review xxx Quarter 20xx. Evolution 100i Model Portfolio Portfolio Review First Quarter 2018
Portfolio Review xxx Quarter 20xx Evolution 100i Model Portfolio Portfolio Review First Quarter 2018 Q1 Evolution 100i Model Portfolio Standard geographic asset allocation and blend of investment styles
U.S. Large Cap Equity Fund Money Manager and Russell Investments Overview June 2017
Money Manager and Russell Investments Overview June 2017 RUSSELL INVESTMENTS APPROACH Russell Investments uses a multi-asset approach to investing, combining asset allocation, manager selection and dynamic
Ground Rules. FTSE TMX Canada Investment Grade 1-10Year Laddered Corporate Bond Index v1.7
Ground Rules FTSE TMX Canada Investment Grade 1-10Year Laddered Corporate Bond Index v1.7 ftserussell.com May 2018 Contents 1.0 Introduction... 3 2.0 Management Responsibilities... 5 3.0 FTSE Russell Index
Ground Rules. FTSE TMX Canada Maturity Corporate Bond Index Series v2.5
Ground Rules FTSE TMX Canada Maturity Corporate Bond Index Series v2.5 ftserussell.com November 2017 Contents 1.0 Introduction... 3 2.0 Management Responsibilities... 6 3.0 FTSE Russell Index Policies...
Ground Rules. FTSE TMX Canada Treasury Bill Index v2.1
Ground Rules FTSE TMX Canada Treasury Bill Index v2.1 ftserussell.com June 2018 7 Contents 1.0 Introduction... 3 2.0 Management Responsibilities... 5 3.0 FTSE Russell Index Policies... 7 4.0 Index Methodology...
National Instrument Mutual Fund Sales Practices. Table of Contents
National Instrument 81-105 Mutual Fund Sales Practices Table of Contents PART PART 1 PART 2 PART 3 PART 4 PART 5 PART 6 PART 7 PART 8 TITLE DEFINITIONS, INTERPRETATION AND APPLICATION 1.1 Definitions 1.2
Building Better Portfolios Principles of Successful Investing
Building Better Portfolios Principles of Successful Investing The benefits of diversification MANAGE RISK AND SMOOTH OUT POTENTIAL RETURNS MARKETS WILL ALWAYS GO UP AND DOWN, BUT NO ONE LIKES TO SEE THEIR
SHORT DURATION BOND FUND
SHORT DURATION BOND FUND Money Manager and Russell Investments Overview January 2019 Russell Investments approach Russell Investments uses a multi-asset approach to investing, combining asset allocation,
CIBC Wood Gundy Recommended Funds
Investment Strategy Group Funds Research December 2015 Daniel Arsenault, CFA, FRM Director, Investment Funds CIBC Wood Gundy Recommended Mutual Funds Summary Recommended Funds - Equities ISG Funds Research
FAQ. FTSE UK Index Series Index Review Reference Data cut-off dates for 2016
FAQ FTSE UK Index Series Index Review Reference Data cut-off dates for 2016 ftserussell.com November 2016 Contents FTSE UK Index Series Review Schedule 2016... 3 1.0 Index Rebalance Market Cap data Cut-Off...
Customized Approaches to Multi-Asset Portfolios
Customized Approaches to Multi-Asset Portfolios The Investment Landscape Has Changed New Challenges Require New Solutions Institutional investors are facing increasingly challenging economic, regulatory
Franklin Bissett Canadian Equity Fund
Product Profile Product Details Fund Assets $3,329,185,070.09 Fund Inception Date 03/01/1983 Base Currency Morningstar Category Distribution Frequency Risk Classification 1 Low Low to Medium Medium Medium
CONSISTENCY. Russell Investments Model Portfolios. The consistency you need to plan ahead. russellinvestments.com
CONSISTENCY Russell Investments Model Portfolios The consistency you need to plan ahead russellinvestments.com The consistency you need to plan ahead. Life can be unpredictable, but to plan for the future,