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First Asset REIT Income Fund

Fund Company First Asset Funds Fund Type Real Estate Equity Rating A Style Value Risk Level Medium to High Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Lee Goldman since June 2010 MER 2.50% Code FAF 5803 – Front End Units FAF 5800 – DSC Units Minimum Investment $500 Analysis: As an asset class, REITs were hit pretty hard during the “taper tantrum” in May of 2013,...

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PowerShares Canadian Dividend Index

Fund Company Invesco Canada Fund Type Canadian Dividend & Income Equity Rating A Style Value Risk Level Medium Load Status Front End RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager PowerShares Management Team MER 1.82% Code AIM 44203 – Front End Units Minimum Investment $2,000 Analysis: Launched just over five years ago today, the PowerShares Canadian Dividend Index Fund...

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Recommended List of Funds – October 2014

Download the PDF version of the report here.  Welcome to our most recent Recommended List of Funds. This report contains our best fund ideas, asset mix suggestions and brief commentaries on a number of funds. We hope that you find this report to be helpful. Additions PH&N High Yield Bond Fund (RBF 6280 –Front End Units, RBF 4280 – Low Load Units) – It is almost like Christmas came early,...

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Socially Responsible Investing Report – October 2014

With environmental and human rights concerns becoming more important to people, interest in the Socially Responsible Investing segment has never been stronger. In an effort to help keep investors and advisors informed on the SRI funds available, we have created our monthly Socially Responsible Investing Fund Report, which will be published on a monthly basis. You can download the October 2014...

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WRAP Funds Report – October 2014

Fund of Fund or WRAP funds have consistently led the mutual funds sales stats in the past few years. Investor and advisor interest in the products are at an all time high, given the unprecedented levels of market volatility and uncertainty that is prevalent in the markets today. To help you zero in on the best WRAP funds available, we have created our new Monthly WRAP Funds Report that will be...

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