Dynamic Power Balanced Fund
Fund Company Dynamic Funds Fund Type Canadian Neutral Balanced Rating C Style Growth Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Alex Lane since May 2013 Michael McHugh since July 1998 MER 2.13% Code DYN 001 – Front End Units DYN 701 – DSC Units Minimum Investment $500 Analysis: Alex Lane took over the management of the equity portion of this...
Read MoreAston Hill Growth & Income Fund
Fund Company Aston Hill Financial Fund Type Global Neutral Balanced Rating A Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Andrew Hamlin since September 2010 Vivian Lo since November 2011 MER 2.54% Code AHF 400 – Front End Units AHF 420 – Low Load Units Minimum Investment $500 Analysis: Managed by the team of Andrew Hamlin and Vivian...
Read MoreTempleton Global Balanced Fund
Fund Company Franklin Templeton Investments Fund Type Global Neutral Balanced Rating B Style Value Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Lisa Myers since December 2005 Michael Hasenstab since August 2006 MER 2.48% Code TML 3240 – Front End Units TML 3242 – DSC Units Minimum Investment $500 Analysis: This fund really struggled in...
Read MoreModel Portfolio Review – March 2014
The Portfolios were mixed in March, with the more conservative portfolios outperforming the growth focused portfolios. You can download our Monthly Portfolio Report here. It was a poor month for the TD U.S. Blue Chip Equity Fund, which lost nearly 5% in March. It was this fund that dragged the returns for the more growth focused portfolios. I remain confident in the fund and its management, but...
Read MoreSocially Responsible Investing Report – March 2014
With environmental and human rights concerns becoming more important to people, interest in the Socially Responsible Investing segment has never been stronger. In an effort to help keep investors and advisors informed on the SRI funds available, we have created our monthly Socially Responsible Investing Fund Report, which will be published on a monthly basis. You can download the March 2014...
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