Core Insights - Domestic mutual funds experienced significant losses in FY26, with 486 out of 556 funds reporting negative returns, while most international funds performed positively [1][18] - The top-performing fund was Nippon India Taiwan Equity Fund, which delivered a remarkable 164% return on SIP investments in FY26 [12][19] - Experts recommend a diversified approach for SIP investments, focusing on broader international funds while using specific themes as satellite exposures [9][11][19] Domestic Fund Performance - Domestic equity mutual funds lost up to 48% on SIP investments in FY26, with notable losses from tech and small-cap funds [18] - Tata Small Cap Fund was down 32.56%, while other tech funds like HDFC Technology Fund and Tata Digital India Fund lost 31.79% and 30.13% respectively [2][18] - Invesco India Technology Fund and Invesco India Multicap Fund reported declines of 23.47% and 23.39% respectively [5][19] International Fund Performance - International funds generally outperformed domestic funds, with Mirae Asset Hang Seng TECH ETF FoF losing only 18.43% on SIP investments [6][19] - The analysis highlighted that many international markets are trading at elevated valuations, but they still provide geographical diversification benefits [16][19] Investment Strategies - Experts suggest staggering SIP investments gradually and avoiding return-chasing to mitigate risks associated with market volatility [10][19] - A recommended allocation strategy includes 10-20% of the portfolio in international exposure, primarily focused on US markets [15][19] - The recent performance of international funds is attributed to AI and tech-driven rallies, emphasizing the importance of a long-term investment view [15][19]

Group 1: BMO's New CLO ETF - BMO Asset Management Inc. has launched a new ETF focused on credit-loan obligations (CLOs), with trading starting on Cboe Canada [1] - The fund aims to provide income while preserving capital by investing primarily in a diversified portfolio of BBB-rated CLOs from issuers outside Canada [2] - The fund includes Canadian units, hedged units, and U.S.-dollar units, with the hedged units utilizing derivative instruments to mitigate currency risk [1][2] Group 2: Canada Life's New Equity Mutual Funds - Canada Life Investment Management Ltd. has introduced three new equity mutual funds targeting Canadian, U.S., and international equity markets [3] - The funds may employ an actively managed covered call strategy to enhance cash flow and provide long-term capital growth while reducing portfolio volatility [4] - Canada Life plans to launch three new segregated funds that will invest in these mutual funds, offering policyholders access to similar strategies through an insurance-based solution [5][6] Group 3: CIBC's CDR Name Change - CIBC has renamed its CDR for General Electric Co. to GE Aerospace Canadian Depositary Receipts, while maintaining the same ticker on Cboe Canada [7]