TD Canadian Small Cap Equity Fund
Fund Company TD Asset Management Fund Type Canadian Small / Mid Cap Equity Rating A Style Growth Risk Level Medium High Load Status No Load / Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Gord MacDougall since October 2005 Gary Baker since October 2005 MER 2.54% Code TDB 628 – No Load Units TDB 825 – Front End Units TDB 835 – DSC Units Minimum Investment $500 Analysis: Small...
Read MoreAGF Canadian Asset Allocation Fund
Fund Company AGF Investments Fund Type Canadian Neutral Balanced Rating F Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Michael White since January 2010 Brian Madden since November 2013 MER 2.70% Code AGF 280 – Front End Units AGF 980 – DSC Units Minimum Investment $500 Analysis: With roots dating back to 1931, this is one of Canada’s...
Read MoreInvesco International Growth Class
Fund Company Invesco Canada Ltd. Fund Type International Equity Rating B Style Large Cap Growth Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Clas Olsson since July 2000 Jason Holzer since July 2000 MER 2.94% Code AIM 633 – Front End Units AIM 631 – DSC Units Minimum Investment $500 Analysis: This non-north American equity fund is managed by Clas...
Read MoreModel Portfolio Review – April 2014
It was another mixed month for the portfolios, with all but the Growth Portfolios posting gains. The portfolios all lagged their respective benchmarks. You can download our Monthly Portfolio Report here. The main reason for the underperformance was the TD U.S. Blue Chip Equity Fund, which lost another 2.9% in April, after dropping nearly 5% in March. Many of the fund’s Consumer Cyclical, Tech...
Read MoreEnergy & Gold push Canadian equities higher
After a solid first quarter, April turned out to be a mixed bag for markets with fixed income and Canadian equities largely higher, while global equities were mixed. Mixed economic data combined with modest inflation pressures helped to push bond yields lower in April. The yield on the benchmark Government of Canada ten year bond ended the month at 1.67%, down from 1.71% at the end of March. The...
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