New investment approaches for risk-adverse Canadians : compa

New investment approaches for risk-adverse Canadians


New investment approaches for risk-averse Canadians
By 
Jason Heath  on April 28, 2021
Old-school investors may find the capital preservation techniques they have relied on in the past won't work the same in the future.
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Bonds have long been the solution for investors seeking capital preservation and reducing portfolio volatility. But falling interest rates have made it tough to earn a fixed income return while preserving capital. 
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The current weighted average yield to maturity for the FTSE Canada Universe Bond Index is about 1.72%. According to Morningstar’s 2019 Global Investor Experience Study, the asset-weighted median expense ratio for Canadian fixed income mutual funds was about 1.49% for investors receiving commission-based advice. For investors in fee-based accounts, it was 0.85%, plus management fees (often another 1%). 

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