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The last quarter of 2017 showed a nicely positive return for the CFE category for the month of October. The next two months were also positive, giving the CFE Category a nice positive return for the Quarter.
The second quarter of 2017 showed a nicely positive return of 1.5% for the Canadian Focused Equity (CFE) category for the month of April. Sadly, the next two months were both negative, wiping out the April return and more. The CFE Category returned -0.40% for the Quarter. The TSX returned 0.83% and the S&P 500 returned 2.57% for the quarter. The healthcare sector was the best performer over the quarter, putting up a 5.1% return, followed closely by the Industrials sector at 4.39% for the quarter.
The first quarter of 2017 showed positive market returns in each of the three months, continuing the global momentum from Q4 and the “Trump-Bump”. The TSX returned 2.41% for Q1 and the S&P 500 returned 6.07% for the quarter. The information technology sector was the best performer over the quarter, putting up double digit returns, as spending by consumers and corporations increased nicely since the end of the year.
The third quarter of 2017 started where the month of June ended with a negative return of 0.71% for the CFE category for the month of July. Luckily, the next two months were both positive, allowing the CFE Category to return +2.06% for the Quarter.