Five Canadian equity large-cap funds likely to outperform

These gold-rated mutual funds have surpassed the S&P/TSX Composite over 15 years.

Ruth Saldanha 3 October, 2018 | 5:00PM

Most of us love to hear about get-rich-quick schemes that will double our investment overnight. The allure of these propositions increases when the underlying idea is new, or complicated, or sounds like a sure bet, backed by technology or endorsed by several of our peers. Some of these ideas that have become popular recently include cryptocurrencies, marijuana and gold.

However, for consistent long-term financial health, sticking to the ideas that have worked over several investment cycles and have proven track records is usually the best bet.

One of these ideas is Canadian large cap equity. As of Sept. 28, the S&P/TSX Composite Index has returned 3.9% from a year earlier, and just under 1% for the year to date. Over a longer timeframe, however, the S&P/TSX Composite Index has produced a total annualized return of 8% over the past 15 years.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Bank of Nova Scotia57.24 CAD-1.26
Brookfield Asset Management Inc Class A43.87 CAD-1.06
Canadian National Railway Co119.34 CAD0.62
Canadian Natural Resources Ltd24.75 CAD-2.64
Canadian Pacific Railway Ltd347.93 CAD-0.19
Etsy Inc78.94 USD3.54
Fairfax Financial Holdings Ltd Shs Subord.Vtg380.00 CAD1.37
Imperial Brands PLC18.23 USD-0.92
Rogers Communications Inc Class B57.75 CAD0.43
Royal Bank of Canada91.98 CAD-0.29
Suncor Energy Inc24.18 CAD-0.41
The Toronto-Dominion Bank61.23 CAD-2.34
Thomson Reuters Corp92.58 CAD1.99
Twitter Inc32.11 USD-2.92

About Author

Ruth Saldanha  Ruth Saldanha is Senior Editor at Morningstar.ca

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