WRAP Funds Report – February 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 – February 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 February 2014 Investment Fund Ranking Report here.
Read MoreCI Signature Global Income & Growth
Fund Company CI Investments Fund Type Global Neutral Balanced Rating B Style Blend Risk Level Low – Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Eric Bushell since February 2007 Geof Marshall since February 2007 John Shaw since February 2007 Scott Vali since February 2007 MER 2.47% Code CIG 2111 – Front End Units CIG 3111 – DSC Units Minimum...
Read MoreCambridge Global Equity Corporate Class
Fund Company CI Investments Fund Type Global Equity Rating D Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Alan Radlo since December 2007 Brandon Snow since June 2011 Bob Swanson since January 2012 MER 2.46% Code CIG 2323 – Front End Units CIG 3323 – DSC Units Minimum Investment $500 Analysis: Managed by industry heavyweight Alan...
Read MoreFranklin Bissett Energy Fund
Fund Company Franklin Templeton Investments Corp. Fund Type Natural Resources Equity Rating A Style Blend Risk Level High Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Poor Manager Gary Aitken since June 2007 Les Stelmach since January 2011 MER 2.55% Code TML 3021 – Front End Units TML 3023 – DSC Units Minimum Investment $500 Analysis: Focusing on the energy sector, managers...
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