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Fund Tracking

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Submitted By ramansand123
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FUND TRACKING ASSIGNMENT
• For this assignment you MUST WORK IN PAIRS.
• Pick your partner for this assignment BEFORE the start of WEEK 3
• In the Assignment module in SLATE Content is a link to the google drive spreadsheet where you and your partner must sign up for this assignment. Be sure to register in the correct class.
• In the meantime, visit www.globefund.com and familiarize yourself with the content on the website and different ways to select mutual funds.

SUBMISSION #1:
1. Due week 4 in SLATE Dropbox (see Dropbox for exact date and time).
2. One partner will invest $10,000 in each of 3 actively managed* mutual funds managed by Canadian mutual fund companies. See Appendix for a list of potential mutual fund companies and funds to choose from. One fund must be chosen from each of the following categories:
• Canadian Equity
• Emerging Markets Equity
• Canadian Fixed Income
*Remember, actively managed means it does NOT follow the related index but tries to outperform the index by selecting only what the portfolio managers believes will be the best performing securities. 3. One partner will invest $10,000 in each of 3 passively managed Exchange Traded Funds with one ETF coming from each of the following categories.

Canadian Equity STOCK SYMBOL Globefund Code BMO S&P/TSX Capped Composite Index ETF ZCN BMOCANEQ iShares Core S&P/TSX Capped Composite Index ETF XIC IUNSTCID Vanguard Canada - FTSE Canada Index ETF VCE VANMSCCA

Emerging Markets Equity BMO MSCI Emerging Markets Index ETF ZEM BMOEMEMA iShares Emerging Markets Fundamental Index ETF CWO CLYBEMET Vanguard Canada - FTSE Emerging Markets Index ETF VEE VANMSCEM

Canadian Fixed Income BMO Aggregate Bond Index ETF ZAG BMOAGGBO iShares Canadian Universe Bond Index ETF XBB IUNGTYRB Vanguard Canada - Canadian Aggregate Bond Index ETF VAB

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