Brandes Global Small Cap Fund
Fund Company Bridgehouse Asset Managers Fund Type Global Small / Mid Cap Equity Rating B Style Small Cap Value Risk Level High Load Status Optional RRSP/RRIF Suitability Good Manager Brandes Management Team MER 2.71% Fund Code BIP 152 – Front End Units BIP 252 – DSC Units Minimum Investment $500 Analysis: This deep value small cap offering from Brandes continues to be one of my...
Read MoreManulife World Investment Class
Fund Company Manulife Mutual Funds Fund Type International Equity Rating B Style Large Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager David Ragan since Nov 2007 Jim Hall since March 2010 MER 2.61% Fund Code MMF 8521 – Front End Units MMF 8421 – DSC Units Minimum Investment $500 Analysis: The Mawer International Equity Fund has been one of the best...
Read MoreTD Monthly Income Fund
Fund Company TD Asset Management Fund Type Canadian Equity Balanced Rating C Style Large Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Doug Warwick since June 1998 Michael Lough since July 2005 MER 1.47% Fund Code TDB 622 – No Load Units TDB 821 – Front End Units Minimum Investment $500 Analysis: There are definitely more than a few things to like about...
Read MoreBMO Monthly High Income II
Fund Company BMO Investments Fund Type Cdn Dividend & Income Equity Rating A Style Large Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Kevin Hall since October 2002 Michelle Robitaille since Jun 03 MER 2.37% Fund Code GGF 619 – Front End Units GGF 260 – DSC Units Minimum Investment $500 Analysis: This, along with the Sentry Canadian Income Fund have...
Read MoreSentry Canadian Income Fund
It’s pretty tough not to be impressed by a fund that has outpaced the broader equity markets by delivering an annualized five year return of more than 17%, and doing so with two thirds the volatility of the index. Managers Michael Simpson and Aubrey Hearn look for well-managed, high yielding equity names that have the ability to deliver strong and growing cash flows. The portfolio will typically...
Read More