Bissett Microcap Fund
Fund Company Franklin Templeton Investments Fund Type Canadian Small / Mid Cap Equity Rating A Style Small Cap Value Risk Level High Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Ralph Lindenblatt since September 2010 Richard Fortin since September 2010 MER 3.78% Code TML 207 – Front End Units TML 306 – DSC Units Minimum Investment $500 Analysis: This...
Read MoreNorrep Short Term Income Fund
Fund Company Norrep Funds Fund Type Miscellaneous – Income & Real Property Rating A Style High Yield Risk Level Low to Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Bill Holy since September 2011 MER 1.71% Code NRP 1101 Minimum Investment $5,000 Analysis: This is not your father’s short term income fund. While a more traditional short term bond fund...
Read MoreSeptember 2014 Portfolio Review
Despite the high levels of volatility in the markets in September, our model portfolios held up relatively well. While none failed to stay in positive territory, they all were able to outpace their benchmarks in the month. You can download the full portfolio review here. The biggest contributors to the absolute performance was the TD U.S. Blue Chip Equity Fund, and the Mackenzie Ivy Foreign...
Read MoreThe Beginning of the End?
Market volatility returns. Is this a repeat of 2008? No matter how you slice it, the autumn months have been the most punishing for investors. As the table below shows, August and September are the months where you are most likely to experience a loss greater than 5%, and October is the month you are most likely to experience the biggest drops. The table below highlights the best, worst and...
Read MoreSocially Responsible Investing Report – September 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 September 2014...
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