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Apr 06 2014

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Manulife’s Funds Versus Index Funds


I’m continuing my Globe and Mail series, comparing Canada’s actively managed fund companies’ products versus inexpensive index funds.  

Based on personal emails, I’m popular among regular people.  

But Canada’s mutual fund companies see me as a mirage wrecker.  

I’m happy to be making friends where I should …

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About the author

andrew hallam

I'm a freelance finance writer, lucky enough to have been nominated as a finalist for two Canadian National Publishing Awards. I'm also the author of Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School, a book explaining how I became a millionaire on a teacher's salary, while still in my 30s. Working to empower people financially, I'm available to motivate and inspire people on basic retirement planning and index investing. I'm happy to comment on your questions, first, please read the Terms of Use.

Permanent link to this article: http://andrewhallam.com/2014/04/manulifes-funds-versus-index-funds/

1 comment

  1. avatar
    Barry

    Re: The below, it had me wondering how a Millionaire Teacher who rebalanced would have performed in comparison

    “Total return differences were dramatic. After all costs, Manulife’s surviving funds earned 36.2 per cent; TD’s e-Series indexes earned 71.9 per cent.

    Whether the indexes are truly better depends on your perspective. Actively managed Series F products come with financial planning. TD’s e-Series products don’t. The best possible solution may be for an adviser-seeking investor to hire a fee-based financial planner to build a portfolio of indexes.”

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