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Individually, students will select and follow an actively managed mutual fund from a Canadian Mutual Fund company (not an ETF) for the duration of the
Individually, students will select and follow an actively managed mutual fund from a Canadian Mutual Fund company (not an ETF) for the duration of the term (see more details below). On a weekly basis, using the MS Excel Sheet provided students, will be required to track the respective weekly price activity of the fund, gathering at least 1 related news story and providing a relevant and related commentary about its pricing behaviour over the course of the week. By the due date set on the course Learning Plan, students will provide a one page summary report of their fund's performance over the course of the holding period along with a copy of the fund's Fund Facts sheet. The summary must include: - An overview of the fund - Fund performance over the holding period - Discussion/explanation of the performance based on new articles collected and other supporting macroeconomic events over the course of the term
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