加拿大互惠基金

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Mutual Funds Investment in Canada
互惠基金（MUTUAL FUND）也称共同基金或投资基金。简单地说，互惠基金就是将大家的基金集中在一起，由专业的基金管理人员去投资于股票市场，从而避免个人少量资金和只是购买少数几个股票存在的更大风险。
互惠基金是北美的一种非常著名的投资工具。每年投资在互惠基金上的资金额增长速度十分迅速。仅加拿大就有二百多家基金管理公司，共经 营着四千多个单项基金。约一半以上的北美家庭持有互惠基金。互惠基金产生的背景是资本市场的活跃，投资者希望在相对安全的情况下获得较高的收益。投资者将 资金交给投资专家－－基金经理来管理，基金经理将聚集起来的资金按照该基金的基本投资方向和比例、以及有关管理原则进行代客投资。并根据投资市场的变化， 对投资对象及比例进行适时地调整。在分散投资、降低风险的前提下，使顾客的资金获得尽量高的回报。
基金单位称“UNIT”，每个基金单位的价值是依据该基金所投资资产的市场价格之合计，减去负债及相关费用计算出来的。通常基金单位每天计算一次价格，投资者按当天的价格购买基金。已投资的人也是由此了解其投资的回报情况。投资互惠基金有如下几个优点：

• 基金由具有丰富投资管理经验的专家进行管理。他们通常能挖掘出潜在的投资价值，作长线投 资并获得可观的收益。投资者无需随时关注市场的变化，且不必自己掌握复杂的投资知识和技巧。
• 基金公司使零散资金化零为整，投资者不需动用大笔资金既可投资在高价股票和大型公司 上面。特别适合中小投资者的需要。
• 每个基金的资金都会选择一定的投资方向，按比例投资在不同的公司中，通常的投资对象在 几十到上百个不等。单项投资所占的比例一般不得超过其基金总资产的10％。以此来达到分散投资、 降低风险的目的。
• 较大的基金公司具有多种不同类型的基金可供投资者选择。顾客可根据自己情况决定投资在某个 或某几个基金上面，并能随时进行调整和转换。
  

互惠基金按投资方向和风险程度的不同可分为十几个大类。如地区类基金、全球类基金、货币市场类基金、债券类基金、股票类基金、平衡类 基金、行业类基金及综合类基金等等。不同类型的基金其跟随市场波动的程度也有很大差别。以下网站综合列有加拿大绝大多数互惠基金的资讯。进一步咨询可填写互惠基金投资在线咨询发送给这个公司。若您已经是我们互惠基金客户有任何服务方面的需要，可填写发送互惠基金投资客户服务表。

• Canadian Mutual Funds Investment Management Companies 加拿大主要互惠基金管理公司
• Fundata's Best & Worst - Fundata supplies mutual fund data to many Canadian newspapers.
• Globefund - by The Globe and Mail. The fund filter is one of the most powerful fund analysis tool on the Net.
• GlobeAdvisor - by The Globe and Mail. Information for Financial Professionals.
• Fundlibrary.com － Canada's Mutual Fund Resource Centre
• Morningstar.com － Canada Mutual Funds by Morningstar
• CanadaMutualFunds.com - provide financial Info in many fields.
• Investcom.com － Canadian Mutual Funds
• ETF - Exchange-Traded Funds － by Yahoo Finance
• Fundcounsel.com - by Levi Folk & Richard Webb (aka The Fund Counsel)
  

http://canhome.org/wealth/14438-jianadahuhuijijinzixun.html

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Mutual Funds and Investment
在加拿大，即使不希望参与股票买卖的人，因为养老储蓄等的需要仍可能会涉及到互惠基金账号和投资之中。因此，仍需要对投资市场有些基本知识。本目录主要收集了加拿大股市与互惠基金市场的一些基本资讯。
股市指数：

• Major U.S. Indices 主要美国市场综合指数与分类指数.
• Major U.S. Indices 主要美国市场综合指数与分类指数.
• Canada TSX Composite and Sector Indices 加拿大TSX综合指数及分类指数.
• World Major Indices 世界各地主要综合指数.
  

美国及全球市场资讯：

• ETF by Yahoo.
• Google财经.
• NASDAQ.COM - 美国NASDAQ.COM.
• DJ.COM - 美国Dowjones网站.
• AMEX.COM - American Stock Exchange.
• Stockcharts.com
• 北美财经
  

加拿大市场资讯：

• Canada TSX.COM 加拿大TSX.COM
• Google加拿大财经.
• Baystreet.ca － financial resources for the individual investor, including weekly  stock picks, news and commentary, stock portfolio, message boards, and  economic calendar.
• The GlobeInvestor.com
• Canada Mutual Funds - provide financial Info in many fields.
• Stockhouse.ca - A good place to find Canadian stock companies news.
• Statistics Canada － 加拿大统计局。可查阅消费指数、失业率、最新经济数据等。
• Bank of Canada 加拿大中央银行 － 可查阅许多最新经济数据等。
• Canadian Industry Statistics － provides analysis of the Canadian stock market industry and overviews  of the manufacturing industries of Canada and the United States.
• Canadian International Trade Tribunal 加拿大国际贸易总局(CITT)
• Department of Finance 加拿大财政部
• Canada Customs and Revenue Agency 加拿大税务总局
• Canada Border Service Agency 加拿大海关 - offers general, business, and individuals information.
• Globe Investor - The Globe and Mail.
• Financial Post Money News
• Financial Magazines, News Media, BBS 各类财经杂志、新闻、论坛等。
  

中华市场:

• Google中国财经.
• 上海证券交易所
• 深圳证券交易所
• 台湾证券交易所
• 香港交易所
  

其他:

• 加拿大家庭理财论坛.
• 加拿大互惠基金资讯.
• 加拿大保本基金资讯.
• 加拿大主要互惠基金投资管理公司.
• 互惠基金投资的政府监管资讯.
• 北美财经.
• MoneySense - Canadian personal finance magazine featuring stories, tools, discussion forums, link guides, and more.
• Invest Avenue - features opinion, insight, and news on financial markets.
• Investment Executive - Canadian newspaper for financial advisors, bankers, and stock brokers.
• StockHouse Canada - offers news, alerts, market quotes, and more.
• Canada NewsWire - provides electronic delivery of news and information on behalf of Canadian companies and organizations.
• Globe Investor - The Globe and Mail.
• Q1234.com - broadcasts quarterly conference calls and important announcements from publicly traded companies.
• TalkStox.com Discusssion Forums - covers the major US and Canadian stock markets. Tool allows forums to be translated into several languages.
  

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Mutual Fund Companies in Canada
加拿大约有200余家互惠基金投资管理公司，4000余种互惠基金。这里只是列出了部分常见主要公司。

• Acuity Investment Management-  Offers investment opportunities through Acuity Pooled Funds, Acuity  Mutual Funds, Acuity Clean Environment Mutual Funds, and Acuity Social  Values Mutual Funds.
• AGF Group of Funds
• AIM Trimark- Offering a broad array of investment products and services to individuals and institutional investors.
• Altamira Investment Services - Independent provider of mutual funds.
• Bissett & Associates Investment Management Ltd.
• BMO Mutual Funds
• C.I. Mutual Funds - Manages and distributes Canadian and international mutual funds.
• Dynamic Mutual Funds
• Ethical Funds Inc. - Family of mutual funds providing Canadian investors with superior  performance within the guidelines of socially responsible investing.
• Fidelity Investments Canada
• GBC Asset Management, Inc.
• Mackenzie Financial Corporation - Manager of mutual funds available in Canada in the industrial, ivy  and universal fund families. Also offers the STAR Strategic Asset  Allocation program.
• Maxxum - Domestic and international mutual funds managed by London Fund  Management Limited, the mutual fund subsidiary of London Life Insurance  Company.
• McLean Budden Limited - Offers no-load mutual funds and pooled funds as well as discretionary  investment management for pension funds, private clients, and family  trusts.
• Millennia III Funds - Offers a range of segregated funds.
• Phillips, Hager & North Investment Management Ltd.
• Robertson Index - Offers ranking and rating system for choosing Canadian Mutual Funds to members.
• Royal Mutual Funds - Includes a section designed for the new investor, interactive calculators, glossary, and resources.
• Saxon Funds
• Sceptre Investment Counsel Limited - Provides financial management for institutions and individuals, and  offers no load mutual funds, non-prospectus pooled funds and segregated  account management for high net worth individuals.
• Scotia Mutual Funds - Offers a variety of mutual funds to help meet investment objectives.
• Spectrum Equity - Offers a wide range of mutual funds.
• Synergy Mutual Funds - Manages a range of Canadian and global funds using the style diversification philosophy.
• Talvest
• TD Asset Management Inc.
• TD Managed Assets Program - Investment and portfolio management program.
• Templeton Management Ltd - Offers twelve mutual funds to help meet investment objectives.
• Tradex Management Inc. - Offers at-cost, no-load mutual funds open to past and present public sector employees.