Pro-Financial Asset Management’s lineup of FTSE RAFI(R) Fundamental Index mutual funds outperformed their ETF competitors in 2009 by between 4.16% to 11.38%.

The 2009 F-class unit performance for each of the mutual funds offered by Pro-Financial Asset Management is compared to the predominant market capitalization weighted ETF for each geographic area.

    Canada

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    PRO FTSE RAFI Canadian Index Fund Class F           +42.86%
    iShares S&P/TSX Capped Composite Index ETF (XIC)    +31.97%

    Outperformance                                      +10.89%

    United States
    -------------
    PRO FTSE RAFI US Index Fund Class F                 +15.53%
    iShares S&P 500 ETF (IVV) C$                         +6.54%

    Outperformance                                       +8.99%

    International Developed Markets excluding US
    --------------------------------------------
    PRO FTSE RAFI Global Index Fund Class F             +16.70%
    iShares MSCI EAFE Index ETF (EFA) C$                 +5.32%

    Outperformance                                      +11.38%

    Emerging Markets
    ----------------
    PRO FTSE RAFI Emerging Markets Index Fund Class F   +48.38%
    iShares MSCI Emerging Markets Index ETF (EEM) C$    +42.04%

    Outperformance                                       +6.34%

    Hong Kong China
    ---------------
    PRO FTSE RAFI Hong Kong China Index Fund Class F    +33.22%
    iShares MSCI Hong Kong Index ETF (EWH) C$           +29.06%

    Outperformance                                       +4.16%

 

“Pro-Financial has been a leader in the distribution of Fundamental Index mutual funds in Canada for nearly three years.” says Stuart McKinnon, President and CEO of Pro-Financial Asset Management. “A Fundamental Index has traditionally outperformed when stock prices revert towards fairer values after periods of irrationality. I think it’s fair to say there was some irrational pricing of stocks in 2008 and 2009. While no one knows what the absolute fair prices are, we are probably closer to fair values now than since the depths of the credit crisis.”

Preet Banerjee, Senior Vice President adds, “We feel that the specific type of index we track, the Fundamental Index, is more investor friendly than capitalization weighted indices. The Fundamental Index avoids the return drag of a cap-weighted index which will assign the most weight to the highest priced stocks – best exemplified by what is commonly referred to as the ‘Nortel Effect’ in the Canadian indexing world. The Fundamental Index methodology selects and weight securities based on four fundamental factors of company size: Sales, Dividends, Cash Flow and Book Value. Unlike a cap-weighted index, you won’t find companies dominating a Fundamental Index based on hype and pure speculation.”

For more information, please visit www.pro-financial.ca.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

For further information: Preet Banerjee, Senior Vice President, Tel: (647) 224-0623, preetb@pro-financial.ca

 

 

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