Mawer Balanced Fund
Fund Company Mawer Investment Management Fund Type Global Neutral Balanced Rating B Style Blend Risk Level Medium Load Status No Load RRSP/RRIF Suitability Excellent Manager Greg Peterson since June 2006 MER 0.96% Fund Code MAW 104 – No Load Units Minimum Investment $5,000 FID 569 – DSC Units Minimum Investment $500 Analysis: This has been one of the strongest balanced funds around for many...
Read MoreFidelity Monthly Income Fund
Fund Company Fidelity Investments Canada Fund Type Canadian Neutral Balanced Rating A Style Large Cap Value Risk Level Low - Medium Load Status Optional RRSP/RRIF Suitability Good Manager Geoff Stein since April 2011 David Wolf since March 2014 MER 2.10% Fund Code FID 269 – Front End Units FID 569 – DSC Units Minimum Investment $500 Analysis: I have been a fan of this fund since just after Geoff...
Read MoreManulife Monthly High Income Fund
Fund Company Manulife Mutual Funds Fund Type Canadian Neutral Balanced Rating A Style Large Cap Blend Risk Level Low – Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Alan Wicks since Sept 1997 Jonathan Popper since Sept 1997 MER 2.11% Fund Code MMF 583 – Front End Units MMF 483 – DSC Units Minimum Investment $500 Analysis: This is a fund that has been on my radar for a few...
Read MoreTempleton Global Smaller Companies Fund
On January 15, it was announced that Harlan Hodes would be replacing Martin Cobb as the lead portfolio manager on the fund. Mr. Cobb will remain with the firm, but as an analyst with responsibility for the chemical and materials sectors. I see this as a positive. To be blunt, the fund struggled under Mr. Cobb’s leadership, who took over in early 2011 after the departure of long time manager Brad...
Read MoreBrandes Emerging Markets Equity Fund
With a one year loss of 1.15%, 2014 proved to be a tough year for this fund, lagging both the index and most of its peers. In comparison, the MSCI Emerging Market Index lost 1.8% in U.S. dollar terms, but gained more than 7% in Canadian dollar terms, thanks to a falling loonie. The fund is managed by Brandes’ investment committee using a bottom up, value driven process that looks for companies...
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