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Investor Economics

Insight February 2013 Monthly

In this lead article, Insight examines whether fund wraps have delivered on their promise of competitive returns at a prescribed level of risk, a subject we touched on briefly in the Summer 2012 edition of The Fee-based Report. We offer a retrospective view of the last five years in which the stamina of fund wraps was tested by a V shaped financial market environment coupled with ongoing volatility. The article also looks at the composition of the best-performing portfolios in terms of their asset allocation and the Morningstar Rating™ of the fund building blocks. We also examine the MER of fund wraps in different risk profiles compared to those of their underlying funds.

Report Information

  • Tags: Fund, fund wraps, investment funds, mutual funds

  • Date Posted: February 28, 2013