Market Insights

Overview: My Funds

Important note:

Starting on December 4th, Globefund will be upgrading their Fundlist service which may require you to register for and convert to their new Watchlist. If you encounter any issues with this conversion, we urge you to contact them directly at globeinvestor@globeandmail.com.

Create/Edit your fund list

A quick and convenient way to set up and follow a list of funds that interest you personally. These can be funds that you own or just funds that you are interested in following. Your fund list can be used to generate reports and charts that are tailored specifically to your interests.

On a technical note, setting up a fund list requires that your Web browser be set up to accept a 'cookie' (browsers are normally set up this way). If your browser does not accept cookies, you will not be able to set up a fundlist.

Fund Profiles

The Fund Profiles show detailed information for one particular fund, including key facts, investment objectives, portfolio manager profiles and top holdings. Price and performance data are updated daily for most funds. Returns as of month-end with comparisons to a benchmark and the asset class average are also shown.

Fund Selector

To generate a report for a fund or a group of funds, use our Fund Selector. You can select the funds that make up a Fund Report in three different ways. A Fund Report allows you to compare mutual funds by current price and recent performance statistics.

Charting

You can easily generate a chart showing the movement of a fund's price over a specified period of time. You can also compare that fund's price movement with a relevant index such as the TSE300, S & P 500 Composite, or SCM Universe Bond to see if the fund is over or under performing against the average.