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Educators Financial Group provides financial planning advice and services to active and retired educators – all at no cost.
Contact us
1-800-263-9541
or 416-752-6843
E: info@educators
financialgroup.ca
 

 
Second Quarter 2010 - June 30, 2010

Fund Managers' Corner


How will China’s economic slowdown affect the Canadian market? And how will that affect the Diversified Fund and the Balanced Fund?

While we see the current environment as a modest setback to the overall macro picture, we believe that longer term Canada continues to be well positioned to supply the emerging economies with the raw materials required to fulfill their growth requirements. Both the Diversified and Balanced Funds maintain exposure to these sectors.

Read more...

Stephen Carlin, CFA
AEGON Capital Management Inc.


How are you positioning the fund to take advantage of the global market volatility?

We are currently over exposed to non-Eurozone European countries and North America. We are maintaining our almost full exposure to equities expecting global equity markets to bounce back in the short term.

Read more...

Patrick Gautier
Portfolio Manager
HSBC Global Asset Management - Quantitative Strategies


How do interest rate changes affect the Educators Dividend and Growth Fund performance?

The Educators Growth Fund is currently under weight the S&P/TSX in financial sector stocks and more broadly diversified, so the affect of higher or lower interest rates should be less pronounced.

Read more...

Geoff Waters, CFA
Vice President
BMO Assest Management


Do you have a question for our Fund Managers?

Send us your questions and if it gets published in the next quarterly report, you'll get a $25 Chapters Indigo Gift Card.

Fund Report

Select the fund to view quarterly report.

Educators Diversified Fund
Educators Balanced Fund
Educators Money Market Fund

Educators Global Fund
Educators Mortgage and Income Fund

Educators Growth Fund
Educators Dividend Fund

Do you want to speak to a financial planner?

Investing your money is an important decision, so if you have any questions or would like to review your portfolio with a financial planner, feel free to call us at 1-800-263-9541 or 416-752-6843.