Robertson Index

Objective ratings and rankings of Canadian mutual funds and ETFs since 1985. Founded by Randal Kenneth (Ken) Robertson (1927-2009), a trailblazer of Canadian mutual fund investing research. Purchased from Ken Robertson by partners led by Pierre Blum in 2007. Not in operation at the present time; currently re-organizing. The Robertson Index is based on performance. Using quantitative analysis methods based on proprietary algorithms, our rankings show the top ranked mutual funds and ETFs available to Canadians, in every category – including the #1 fund at the current time. Members used our knowledge successfully for over 20 years to improve their investing IQ and their decision-making process for buying and selling funds and ETFs. “We have the answer to the most-asked question about mutual funds: ‘What is the best mutual fund for me?’ The answer is provided … by the Robertson Index…. This means investors can easily compare a mutual fund against all others, and against others of the same type.” - The Financial Post "The Robertson Index has kept my clients and myself from holding laggard performing Mutual Funds. I would recommend it to anyone as an easy-to-read, quick guide if you want to be in front in the investment field."- Retired Vice-President of a major brokerage firm, after 42 years in the business