Dave

RBC Global Dividend Growth

Investing industry leading companies located anywhere around the world, the managers like companies with consistent and predictable profit growth, and the ability to pay and grow dividends. Performance, particularly recently, has been strong. It has been one of the better global equity funds around since 2011. For the three years ending July 31, it’s gained an annualized 16.4%, handily outpacing...

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RBC O’Shaughnessy Global Equity

This is managed using a quantitative strategy designed by Jim O’Shaughnessy. He screens the global equity universe looking for characteristics such as strong sales growth, cash flow, and dividend yield. He also considers trading liquidity. This could serve as a core global equity fund, with its diversified portfolio and go anywhere mandate. The portfolio is made up of the top 200 rated stocks...

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Top Funds Report – September 2014

Download the PDF Version of this report   Markets Higher in August Except for Japan and Asia, all equity markets higher. Bonds rally on accommodative central banks and geopolitical uncertainty August was another strong month for investors, as most markets ended in positive territory. The exception was the MSCI EAFE Index, which was lower by 0.4% in Canadian dollar terms as Asian Pacific...

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Trimark Income Growth Fund

Fund Company Invesco Canada Ltd. Fund Type Canadian Equity Balanced Rating   Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Jennifer Hartviksen since September 2013 Alan Mannik since June 2012 Clayton Zacharias since June 2012 MER 1.82% Front End, 2.63% DSC Code AIM 1543 – Front End Units AIM 1541 – DSC Units Minimum Investment...

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RBC Canadian Dividend Fund

Fund Company RBC Global Asset Management Fund Type Canadian Dividend and Income Equity Rating B Style Large Cap Blend Risk Level Medium Load Status No Load / Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Stu Kedwell since April 2007 Doug Raymond since April 2007 MER 1.79% Code RBF 266 – No Load Units RBF 759 – Front End Units Minimum Investment $500 Analysis: In my...

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