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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

Desjardins Global Inflation Linked Bond Fd Class A

Currency exposure is hedged

Currency exposure is hedged

CAD

-0.8%

1.2

-1.1%

2 of 35

Renaissance Optimal Inflation Oppty Port Cl A

CAD

1.7%

3.2

-1.2%

3 of 35

BMO Tactical Balanced ETF Series A

CAD

4.1%

3.6

-1.2%

4 of 35

Dynamic Asset Allocation Private Pool - Series F

CAD

6.1%

4.7

-1.5%

5 of 35

Counsel Balanced Growth Portfolio Series A

CAD

3.4%

3.5

-1.9%

6 of 35

TD Tactical Monthly Income Class Investor Series

CAD

2.9%

4.3

-2.3%

7 of 35

TD Tactical Monthly Income Investor Series

CAD

3.0%

4.4

-2.4%

8 of 35

Dynamic Global Yield Private Pool - Series F

CAD

3.0%

4.6

-2.4%

8 of 35

CI G520i 2035 Q2 Class A

CAD

-0.5%

3.5

-2.4%

10 of 35

NEI Select Balanced Portfolio Series A

CAD

3.0%

4.4

-2.5%

11 of 35

Sun Life NWQ Flexible Income Series A

CAD

0.3%

2.1

-2.5%

12 of 35

TD Global Conservative Opportunities Investor Srs

CAD

-2.1%

2.8

-2.6%

13 of 35

Dynamic Global Yield Private Pool Class - Series F

CAD

2.9%

4.7

-2.6%

14 of 35

Dynamic Alternative Yield Fund - Series A

CAD

0.8%

4.1

-2.7%

15 of 35

PPI Tactical Balanced Series F

CAD

3.7%

4.6

-2.7%

16 of 35

Counsel High Income Portfolio Series A

CAD

-0.6%

3.2

-2.7%

17 of 35

Scotia Balanced Opportunities Series A

CAD

4.7%

5.2

-3.0%

18 of 35

Canoe Canadian Asset Allocation Class Series A

CAD

3.6%

5.2

-3.1%

19 of 35

Yorkville Global Opportunities Class Series A

CAD

3.0%

5.3

-3.1%

20 of 35

Steadyhand Founders Series A

CAD

3.0%

3.9

-3.2%

21 of 35

Cambridge Asset Allocation Corp CIass A

CAD

-2.2%

3.8

-3.5%

22 of 35

Cambridge Global High Income Class A

CAD

-2.1%

4.2

-3.8%

23 of 35

TD Global Balanced Opportunities Investor Series

CAD

-2.4%

3.9

-3.9%

24 of 35

Norrep Tactical Opportunities Class Series A

CAD

3.5%

5.7

-4.0%

25 of 35

Harbour Growth & Income Corp Cl A

CAD

-0.7%

5.3

-4.0%

26 of 35

CC&L Core Income and Growth Fd Srs A

CAD

3.2%

5.1

-4.0%

27 of 35

NEI Northwest Tactical Yield Series A

CAD

1.1%

4.5

-4.1%

28 of 35

Trimark Global Balanced Class Series A

CAD

-1.0%

6.8

-4.1%

29 of 35

Trimark Diversified Yield Class Series PF6

CAD

3.6%

6.5

-4.7%

29 of 35

Fidelity Global Asset Allocation Fund Series B

CAD

2.5%

6.9

-4.7%

31 of 35

Harbour Global Growth & Income Corp Cl A

CAD

2.4%

6.7

-4.9%

32 of 35

BMO Global Low Volatility ETF Class Series Advisor

CAD

-1.4%

5.8

-5.0%

33 of 35

Dynamic Alt Managed Risk Priv Pool Class Series F

CAD

8.3%

6.5

-5.3%

34 of 35

Tmpltn Glob Balanced Fund-T

CAD

-1.6%

6.5

-6.0%

35 of 35

Middlefield Global Infrastructure Series A

CAD

1.3%

7.6

-6.3%


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.