Brandes Global Opportunities
Launched in June 2012, this go anywhere global equity fund is managed identically to the way that other Brandes funds are. The focus is on companies that are trading at a significant discount to what Brandes believes it is really worth. Additionally, there must be the potential to close that valuation gap and realize price gains within a reasonable period. It has a true go anywhere mandate and...
Read MoreFranklin U.S. Core Equity Fund
With an 11.2% gain, this concentrated U.S. offering handily outpaced the S&P 500 and the U.S. equity category average in the first half of the year. Managers Brent Loder and Chris Anderson look for financially strong companies with favourable growth potential and sustainable competitive advantages. Their process is a mix of both quantitative and qualitative analysis, with a focus on larger...
Read MoreDynamic Aurion Canadian Equity Fund
This is a very actively managed Canadian focused equity fund, run by the team of Craig MacAdam, Robert Decker and Greg Taylor. The investment process is based on the belief that earnings drive long term gains, that markets are cyclical over the medium term, and that short term pricing anomalies exist. The team actively buy and sell companies inaneffort to benefit from their core beliefs....
Read MoreDynamic Diversified Real Asset Fund
With its focus on real assets such as infrastructure, real estate and precious metals, it is not surprising to see that this was the best performing balanced fund in the first half of the year. It is set up like a fund of funds and invests in a mix of Dynamic’s offerings. It is actively managed, and at the end of March had more than three quarters invested in equities. Until recently it has...
Read MoreSentry Bond Plus
Launched in August 2012, this offering is managed by the highly respected James Dutkiewicz, who before joining Sentry was a key member of CI’s Signature Global Advisors team. The fund is focused on corporate bonds, and at the end of May held 70% in corporates, 13% in cash and the rest in government bonds. Credit quality is high, with 82% in investment grade bonds. The duration is lower than the...
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