Fixed Income Quarterly—Monthly Money Trail
Page 3
Chart 2: Cumulative Net Sales (January 2011 – February 2014)
Cumulative Net Sales(1)
120.0 100.0 80.0 60.0 40.0 20.0 0.0 -20.0 -40.0
All Funds
Bond Funds
Equity Funds
Balanced Funds
(1) Net Sales Exclude Reinvested Distributions
Source: Data is compiled from IFIC and other sources to comprehensively reflect the size and activity of the Canadian Retail Mutual Fund Industry. Aggregate totals provided by Investor Economics. BMO Capital Markets
Chart 3: Monthly Fixed Income Net Sales
10.0 8.0 6.0 4.0 2.0
$7.1
Net Sales: Fixed Income vs. All Funds (1)
$7.6
$5.9
$5.4
$9.3
$5.6
$3.4
$3.7 $3.8
$4.0
$2.6 $1.9 $0.5 $0.7
$2.1 $2.3 $2.1 $2.6 $1.9 $1.7
$2.2 $2.2
$2.9
$1.6 $1.0
$0.4 $0.3 $0.5 $0.6 $0.4 $0.6 $0.6 $0.5
$0.9 $1.5 $1.7
$1.9
$2.2 $0.7
$1.1 $0.4 $0.8 $0.9 $1.3 $1.1 $0.7 $0.9 $1.0 $0.6 $1.3 $1.1 $1.1 $0.9 $0.8 $0.0 $0.1
$0.0 $0.1
0.0      $0.3             -$0.5 -$0.2 -$0.5      $0.3 $0.3
-2.0 -4.0
$0.8 $0.6 $0.0 -$0.8 -$0.2 -$1.3 -$1.3 -$1.4 -$1.6 -$1.2 -$1.0 -$1.4 -$0.9
-$0.1
Global and High Yield Fixed Income All Funds
Domestic Fixed Income
(1) Net Sales Exclude Reinvested Distributions
Source: Data is compiled from IFIC and other sources to comprehensively reflect the size and activity of the Canadian Retail Mutual Fund Industry. Aggregate totals provided by Investor Economics. BMO Capital Markets
C$ Billions
C$ Billions
Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12
Jan-11 Feb-11 Mar-11 Apr-11 May-11 Jun-11
Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13
Jul-11 Aug-11 Sep-11 Oct-11 Nov-11 Dec-11 Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12
Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Jan-14 Feb-14
Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13
Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Jan-14 Feb-14