Morningstar: Mind The Gap 2017
By Russel Kinnel | 30 May 2017
Morningstar has expanded its Mind the Gap study from the United States and Europe to its first ever global look at investor returns across markets and asset classes. Although the five-year investor returns gap ranged widely from negative 1.40% to 0.53% for the year ended 2016, some common themes emerged. Investment vehicles that required systematic investment produced better investor returns. Lower-cost funds also proved to produce better returns and a smaller investor returns gap.
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Quantifying the cost of bad behaviour
By Christopher Davis | 30/05/17
Canadian fund investors typically don't reap all the rewards of fund performance, and it's costing them dearly.