The Canadian Conundrum - Performance Analysis of Active Canadian Equity Funds

Canadian equity managers struggled to beat the Morningstar index

The Canadian stock market is tough to beat. From June 2007 through September 2024, less than one in five active Canadian equity funds’ gross returns survived and beat the Morningstar Canada index.

Our latest research evaluates the performance of Canadian Equity and global equity funds domiciled in Canada. 20% of active equity funds managed to beat the index between June 2007 and September 2024. Further, after considering a 1% fee, the number of funds that beat the index drops to just over 10%.

Download this report to learn about active Canadian equity funds, from sector-by-sector performance to a global outlook.