Investor Economics Insight July 2017

The investment fund industry asset base is restructuring before our eyes. A-series are rapidly losing ground, mainly in favour of share classes with unbundled distributor compensation and those targeting the high end of the marketplace. The current issue of Insight documents the extent to which the shift to F-, HNW- and other series with special pricing is reshaping the industry, and how the book of business of fund companies is changing in light of these trends. The Trendlines article looks at recent developments in sales of Canadian equity funds and who will potentially benefit if sales for the category continue to accelerate.