Latest Insights Webinar Industry Voices Reports and. She does this with empathy and understanding and in a way that is accessible to the client.Īlex’s background in languages and working internationally (US Vogue in Paris and British Council in Kazakhstan) provide her with the versatility and agility with which she approaches her work at Russell-Cooke. Culture Employment Law Human Capital Organisational Design Reward and Remuneration. The broad spectrum of her practice allows Alex to provide clients with tailored options to achieve their goals. Performance for the fund for the period ended Decemis as follows: -11.2% (1 year), -1.3% (3 years), 0.8% (5 years), and 1.3% (since inception- April 2016).Alex qualified in 2010 and joined Russell-Cooke in 2014.Īlex advises individuals and families on wills and estate planning, the administration of estates (probate), creating and administering trusts & creating and administering powers of attorney.Īlex has particular experience of tax planning relating to gifting, separating and varying estates after death as well as guiding both UK and overseas executors through the complexities of the UK probate and tax system.ĭealing with complex estates after death has allowed Alex to provide clients with an essential understanding of how their decisions will affect those around them when putting together their own wills and plans. Mackenzie Core Plus Canadian Fixed Income ETF (MKB) was recognized for outstanding fund performance at the 2022 Fundata FundGrade A+ Awards in the Canadian Fixed Income category out of a total of 311 funds. For more information, see Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+ ® Award. A fund’s average score for the year determines its GPA. The FundGrade A+ ® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. ![]() To be eligible, a fund must have received a FundGrade rating every month in the previous year. The top 10% of funds earn an A Grade the next 20% of funds earn a B Grade the next 40% of funds earn a C Grade the next 20% of funds receive a D Grade and the lowest 10% of funds receive an E Grade. The scores are then weighted equally in calculating a monthly FundGrade. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The FundGrade A+ ® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. to recognize the “best of the best” among Canadian investment funds. The annual FundGrade A+ ® Awards are presented by Fundata Canada Inc. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.įundGrade A+ ® is used with permission from Fundata Canada Inc., all rights reserved. A trusted partner for over 50 years, our team has over 2,000 experts across more than 30 global locations who cover the entire supply chain. ![]() The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. ![]() Please read the prospectus before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |