Investor Economics Insight June 2019

Research on Mutual Fund Share Classes in Canada
Changing advisor practices in the full-service and, more recently, in the financial advisor channel are reshaping the asset base of investment funds in Canada. Sponsors are responding by adapting their shelves and pricing to meet the needs of advisors operating in fee-based accounts.

The current issue of Insight documents asset growth and sales trends for mutual funds by share class through the end of the first quarter of 2019. The Trendlines article looks at the growing allocation to ETFs by fund wrap programs.