WRAP Funds Report – March 2014
Fund of Fund or WRAP funds have consistently led the mutual funds sales stats in the past few years. Investor and advisor interest in the products are at an all time high, given the unprecedented levels of market volatility and uncertainty that is prevalent in the markets today. To help you zero in on the best WRAP funds available, we have created our new Monthly WRAP Funds Report that will be...
Read MoreInvestment Fund Ranking Report – March 2014
Each month, we analyze nearly 1500 mutual funds, pooled funds, and hedge funds putting them through our proprietary quantitative valuation model. We then prepare our Monthly Fund Ranking Report which rates and ranks each of the funds in our universe. You can download our March 2014 Investment Fund Ranking Report here.
Read MoreManulife Global Equity Class
Fund Company Manulife Mutual Funds Fund Type Global Equity Rating A Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Paul Moroz since November 2009 James Hall since November 2009 MER 2.75% Code MMF 4506 – Front End Units MMF 4406 – DSC Units Minimum Investment $500 Analysis: This Manulife offering is a virtual copy of the...
Read MoreManulife Monthly High Income Fund
Fund Company Manulife Mutual Funds Fund Type Canadian Neutral Balanced Rating D Style Blend Risk Level Low – Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Alan Wicks since September 1997 Tom Popper since September 1997 MER 2.12% Code MMF 383 – Front End Units MMF 583 – DSC Units Minimum Investment $500 Analysis: Managed by the team of Alan Wicks and...
Read MoreFidelity Northstar Fund
Fund Company Fidelity Investments Fund Type Global Small / Mid Cap Equity Rating F Style Value Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Daniel Dupont since October 2011 Joel Tillinghast since January 2012 MER 2.38% Code FID 253 – Front End Units FID 553 – DSC Units Minimum Investment $500 Analysis:After struggling to find their footing with...
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