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Play Get out of low vol warns 'godfather' of smart beta Rob Arnott

Get out of low vol warns 'godfather' of smart beta Rob Arnott

Rising valuations are making the Research Affiliates founder nervous, so he's advising clients to rotate into value-orientated strategies.

Funds & Fund Managers

All calculations in CAD, unless stated
over :
 Average Total Return : 1.3% (31 May 2017 - 31 May 2018)
Currency Total Return Standard Deviation Max Drawdown
1 of 35

Dynamic Alt Managed Risk Priv Pool Class Series F

CAD

8.3%

6.5

-5.3%

2 of 35

Dynamic Asset Allocation Private Pool - Series F

CAD

6.1%

4.7

-1.5%

3 of 35

Scotia Balanced Opportunities Series A

CAD

4.7%

5.2

-3.0%

4 of 35

BMO Tactical Balanced ETF Series A

CAD

4.1%

3.6

-1.2%

5 of 35

PPI Tactical Balanced Series F

CAD

3.7%

4.6

-2.7%

6 of 35

Canoe Canadian Asset Allocation Class Series A

CAD

3.6%

5.2

-3.1%

7 of 35

Trimark Diversified Yield Class Series PF6

CAD

3.6%

6.5

-4.7%

8 of 35

Norrep Tactical Opportunities Class Series A

CAD

3.5%

5.7

-4.0%

9 of 35

Counsel Balanced Growth Portfolio Series A

CAD

3.4%

3.5

-1.9%

10 of 35

CC&L Core Income and Growth Fd Srs A

CAD

3.2%

5.1

-4.0%

11 of 35

Yorkville Global Opportunities Class Series A

CAD

3.0%

5.3

-3.1%

12 of 35

Steadyhand Founders Series A

CAD

3.0%

3.9

-3.2%

13 of 35

TD Tactical Monthly Income Investor Series

CAD

3.0%

4.4

-2.4%

13 of 35

Dynamic Global Yield Private Pool - Series F

CAD

3.0%

4.6

-2.4%

15 of 35

NEI Select Balanced Portfolio Series A

CAD

3.0%

4.4

-2.5%

16 of 35

Dynamic Global Yield Private Pool Class - Series F

CAD

2.9%

4.7

-2.6%

17 of 35

TD Tactical Monthly Income Class Investor Series

CAD

2.9%

4.3

-2.3%

18 of 35

Fidelity Global Asset Allocation Fund Series B

CAD

2.5%

6.9

-4.7%

19 of 35

Harbour Global Growth & Income Corp Cl A

CAD

2.4%

6.7

-4.9%

20 of 35

Renaissance Optimal Inflation Oppty Port Cl A

CAD

1.7%

3.2

-1.2%

21 of 35

Middlefield Global Infrastructure Series A

CAD

1.3%

7.6

-6.3%

22 of 35

NEI Northwest Tactical Yield Series A

CAD

1.1%

4.5

-4.1%

23 of 35

Dynamic Alternative Yield Fund - Series A

CAD

0.8%

4.1

-2.7%

24 of 35

Sun Life NWQ Flexible Income Series A

CAD

0.3%

2.1

-2.5%

25 of 35

CI G520i 2035 Q2 Class A

CAD

-0.5%

3.5

-2.4%

26 of 35

Counsel High Income Portfolio Series A

CAD

-0.6%

3.2

-2.7%

27 of 35

Harbour Growth & Income Corp Cl A

CAD

-0.7%

5.3

-4.0%

28 of 35

Desjardins Global Inflation Linked Bond Fd Class A

Currency exposure is hedged

Currency exposure is hedged

CAD

-0.8%

1.2

-1.1%

29 of 35

Trimark Global Balanced Class Series A

CAD

-1.0%

6.8

-4.1%

30 of 35

BMO Global Low Volatility ETF Class Series Advisor

CAD

-1.4%

5.8

-5.0%

31 of 35

Tmpltn Glob Balanced Fund-T

CAD

-1.6%

6.5

-6.0%

32 of 35

TD Global Conservative Opportunities Investor Srs

CAD

-2.1%

2.8

-2.6%

33 of 35

Cambridge Global High Income Class A

CAD

-2.1%

4.2

-3.8%

34 of 35

Cambridge Asset Allocation Corp CIass A

CAD

-2.2%

3.8

-3.5%

35 of 35

TD Global Balanced Opportunities Investor Series

CAD

-2.4%

3.9

-3.9%


Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated). Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.