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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 : 0.5% (30 April 2017 - 30 April 2018)
Currency Total Return Standard Deviation Max Drawdown
1 of 36

Dynamic Alt Managed Risk Priv Pool Class Series F

CAD

7.5%

6.4

-5.3%

2 of 36

Dynamic Asset Allocation Private Pool - Series F

CAD

4.5%

4.3

-1.5%

3 of 36

Renaissance Optimal Inflation Oppty Port Cl A

CAD

3.2%

3.0

-1.1%

4 of 36

Steadyhand Founders Series A

CAD

3.1%

3.9

-3.2%

5 of 36

Scotia Balanced Opportunities Series A

CAD

2.9%

5.0

-3.0%

6 of 36

NEI Select Balanced Portfolio Series A

CAD

2.6%

4.3

-2.5%

7 of 36

Norrep Tactical Opportunities Class Series A

CAD

2.5%

5.6

-4.0%

8 of 36

BMO Tactical Balanced ETF Series A

CAD

2.5%

3.2

-1.2%

9 of 36

Fidelity Global Asset Allocation Fund Series B

CAD

2.3%

6.8

-4.7%

10 of 36

Counsel Balanced Growth Portfolio Series A

CAD

2.2%

3.4

-2.1%

11 of 36

Canoe Canadian Asset Allocation Class Series A

CAD

2.1%

5.1

-3.1%

11 of 36

PPI Tactical Balanced Series F

CAD

2.1%

4.4

-2.7%

13 of 36

Dynamic Global Yield Private Pool - Series F

CAD

2.1%

4.4

-2.4%

13 of 36

Trimark Global Balanced Class Series A

CAD

2.1%

6.3

-4.1%

15 of 36

Harbour Global Growth & Income Corp Cl A

CAD

2.0%

6.7

-4.9%

16 of 36

Dynamic Global Yield Private Pool Class - Series F

CAD

2.0%

4.5

-2.6%

17 of 36

Middlefield Global Infrastructure Series A

CAD

1.1%

7.6

-6.3%

18 of 36

TD Tactical Monthly Income Class Investor Series

CAD

0.8%

4.1

-2.4%

19 of 36

TD Tactical Monthly Income Investor Series

CAD

0.7%

4.1

-2.4%

20 of 36

Sun Life NWQ Flexible Income Series A

CAD

0.7%

2.3

-2.5%

21 of 36

Yorkville Global Opportunities Class Series A

CAD

0.5%

4.8

-3.3%

22 of 36

CC&L Core Income and Growth Fd Srs A

CAD

0.2%

4.8

-4.0%

23 of 36

Trimark Diversified Yield Class Series PF6

CAD

0.2%

6.2

-4.7%

24 of 36

NEI Northwest Tactical Yield Corporate Cl Series A

Currency exposure is hedged

Currency exposure is hedged

CAD

0.0%

4.5

-4.1%

25 of 36

NEI Northwest Tactical Yield Series A

CAD

0.0%

4.5

-4.1%

26 of 36

Desjardins Global Inflation Linked Bond Fd Class A

Currency exposure is hedged

Currency exposure is hedged

CAD

-0.7%

1.2

-1.1%

27 of 36

Counsel High Income Portfolio Series A

CAD

-0.7%

3.2

-2.9%

28 of 36

CI G520i 2035 Q2 Class A

CAD

-0.7%

3.4

-2.4%

29 of 36

BMO Global Low Volatility ETF Class Series Advisor

CAD

-0.8%

6.0

-5.0%

30 of 36

Tmpltn Glob Balanced Fund-T

CAD

-0.8%

6.4

-6.1%

31 of 36

Dynamic Alternative Yield Fund - Series A

CAD

-1.2%

3.8

-3.0%

32 of 36

Cambridge Global High Income Class A

CAD

-1.7%

4.3

-3.8%

33 of 36

Harbour Growth & Income Corp Cl A

CAD

-2.1%

5.4

-4.0%

34 of 36

TD Global Conservative Opportunities Investor Srs

CAD

-2.1%

2.8

-2.6%

35 of 36

Cambridge Asset Allocation Corp CIass A

CAD

-2.5%

3.8

-3.7%

36 of 36

TD Global Balanced Opportunities Investor Series

CAD

-2.7%

3.8

-3.9%

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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.