BMO Global Energy Class
Fund Company BMO Investments Inc. Fund Type Energy Equity Rating A Style Small Cap Growth Risk Level High Load Status No Load / Optional RRSP/RRIF Suitability Poor TFSA Suitability Poor Manager Mark Serdan since May 2013 Kyle Hunter since May 2013 MER 2.66% Code GGF 70236 – No Load Units GGF 87236 – Front End Units GGF 85236 – DSC Units Minimum Investment $500 Analysis: A reader recently asked...
Read MoreFidelity Corporate Bond Fund
Fund Company Fidelity Investments Canada ULC Fund Type Canadian Fixed Income Rating A Style Credit Analysis Risk Level Low Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Brian Miron since September 2010 Catriona Martin since July 2012 MER 1.69% Code FID 1634 – Front End Units FID 1631 – DSC Units Minimum Investment $500 Analysis: Into today’s challenging fixed...
Read MoreIA Clarington Global Dividend Fund
Fund Company IA Clarington Investments Fund Type Global Equity Rating F Style Value Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager QV Investors MER 2.53% Code CCM 1850 – Front End Units CCM 1860 – DSC Units Minimum Investment $500 Analysis: On June 11, it was announced that Joe Jugovic and the QV Investor team would take over the management duties...
Read MoreModel Portfolio Review – May 2014
It was a positive month for the portfolios, with all finishing in positive territory, except for the Tactical Balanced Portfolio, which was down by 0.1%. You can download our Monthly Portfolio Report here. The Strategic Models handily outperformed the Tactical Models, which have been more conservatively positioned. This positioning comes from the expectation that there will be an increase in...
Read MoreETF Focus List – June 2014
Welcome to our inaugural edition of our ETF Focus List. The goal of this list, like our Recommended List of Funds, is to help you narrow your focus on what we believe to be the best ETFs available in a wide range of asset classes. This first edition is focused solely on Canadian traded ETFs, but over time will grow to include ETFs that also trade in the U.S. You can download your copy of this...
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