Renaissance Global Markets Fund
Fund Company CIBC Asset Management Fund Type Global Equity Rating D Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager David Winters since October 2006 MER 2.62% Code ATL 1029 – Front End Units ATL 1873 – DSC Units Minimum Investment $500 Analysis: Despite dramatically underperforming the MSCI World Index in 2012 and 2013, I still believe...
Read MoreDynamic Power American Growth Fund
Fund Company Dynamic Funds Fund Type U.S. Equity Rating B Style Large Cap Growth Risk Level High Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Noah Blackstein since July 1998 MER 2.46% Code DYN 004 – Front End Units DYN 704 – DSC Units Minimum Investment $500 Analysis: Like most of the other funds under the Power banner, this is not for the faint of heart. Manager...
Read MoreSentry Canadian Income Fund
Fund Company Sentry Investments Fund Type Canadian Dividend & Income Equity Rating A Style Large Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Michael Simpson since February 2002 Aubrey Hearn since January 2012 MER 2.67% Code NCE 717 – Front End Units NCE 317 – DSC Units Minimum Investment $500 Analysis: Managed by the...
Read MoreMawer International Equity Fund
Fund Company Mawer Investment Management Fund Type International Equity Rating B Style Large Cap Blend Risk Level Medium Load Status No Load RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager David Ragan since November 2007 Jim Hall since March 2010 MER 1.49% Code TDB 645 – No Load Units Minimum Investment $5,000 Analysis: This has been one of the “go to” international equity...
Read MoreMawer Balanced Fund
In January, I had named this the one fund to own for 2014, and I’m adding it to the list of those funds I believe will be strong performers in the second half of the year. So far this year, it’s done well, gaining 6.5%. But where this fund really shines is over the long term with performance numbers that leave its peers in the dust. To achieve this, the fund invests in other funds that are...
Read More