Cameron Passmore CIM, FMA, FCSI

Portfolio Manager

Benjamin Felix MBA, CFA, CFP

Associate Portfolio Manager
  • T613.237.5544 x 313
  • 1.800.230.5544
  • F613.237.5949
  • 265 Carling Avenue,
    8th Floor,
  • Ottawa, Ontario K1S 2E1

Why Did Canada Get C+ For ‘Mutual Fund Investor Experience’?

April 8, 2011 - 0 comments

Each year, Morningstar releases a report on the Global Fund Investor Experience, which looks at the mutual fund industry in 22 different countries.

Canada’s rating has slipped over the past couple of years, but that rating masks some very good qualities about our mutual fund industry.  Canada received top ratings for how the media reports on the industry, with a focus on fees and alternatives.

However, the rating also masks one area that we did particularly poorly on: fees, expenses, and taxation.

Listen to this week’s Science of Investing of investing as Cameron discusses with Leah Walker what the Morningstar research found.

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