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Dynamic European Value

If you have the stomach to handle fairly high levels of volatility, then this is one European equity fund you will want to take a look at. Managed by the team of Chuk Wong and Benjamin Zhan, this is a great fund to own when markets are rising. Coming out of the 2009 low, this was the top performer, a feat it repeated after the 2011 selloff in 2012, 2013, and so far this year. But be warned: when...

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National Bank Canadian All Cap Equity

Fund Company National Bank Securities Fund Type Canadian Focused Equity Rating A Style Mid Cap Growth Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Brandon Snow since April 2011 Alan Radlo since June 2009 MER 2.51% Code NBC 485 – Front End Units NBC 585 – DSC Units Minimum Investment $500 Analysis:At first glance, this looks very similar to the...

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TD Science & Technology Fund

Fund Company TD Asset Management Fund Type Miscellaneous – Sector Equity Rating A Style Growth Risk Level Medium – High Load Status No Load / Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager T. Rowe Price Associates since October 2008 MER 2.83% Code TDB 645 – No Load Units TDB 322 – Front End Units TDB 352 – DSC Units Minimum Investment $500 Analysis:Science and tech funds...

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Capital International Global Equity Fund

Fund Company Capital International Asset Management Fund Type Global Equity Rating B Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Galen Hoskin since August 2012 Carl Kawaja since November 2002 Dina Perry since November 2002 MER 2.11% Code CIF 843 – Front End Units CIF 863 – Low Load Units Minimum Investment $500 Analysis:...

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Steadyhand Equity Fund

Fund Company Steadyhand Investment Funds Fund Type Canadian Focused Equity Rating A Style Growth at a Reasonable Price Risk Level Medium Load Status No Load RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager CGOV Asset Management since February 2007 MER 1.42% Code SIF 130 – No Load Units Minimum Investment $10,000 Analysis: With a focus on high quality companies run by great...

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