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Socially Responsible Investing Report – December 2013

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 December 2013...

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WRAP Funds Report – December 2013

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...

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Investment Fund Ranking Report – December 2013

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 December 2013 Investment Fund Ranking Report here.

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Manulife Strategic Income Fund

Fund Company Manulife Mutual Funds Fund Type Global Fixed Income Rating B Style Tactical Risk Level Low – Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Dan Janis since August 2010 Tom Goggins since August 2010 MER 2.06% Code MMF 559 – Front End Units MMF 459 – DSC Units Minimum Investment $500 Analysis: Because of the very active way that this fund is...

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Invesco Select Canadian Equity

Fund Company Invesco Canada Ltd. Fund Type Canadian Focused Equity Rating D Style Value Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Ian Hardacre since December 2013 Rachel Volynsky since August 2010 MER 2.61% Code AIM 1583 – Front End Units AIM 1581 – DSC Units Minimum Investment $500 Analysis: This Canadian focused equity fund follows the same...

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