CI Harbour Fund
Fund Company CI Investments Inc. Fund Type Canadian Focused Equity Rating D Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Stephen Jenkins since June 1997 MER 2.44% Code CIG 690 – Front End Units CIG 890 – DSC Units Minimum Investment $500 Analysis: Until December 2012, this fund had been managed by respected veteran, Gerry Coleman,...
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Fund Company Dynamic Funds Fund Type Canadian Dividend & Income Equity Rating F Style Value Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager David Fingold since October 2011 Don Simpson since December 2012 MER 2.42% Code DYN 1040 – Front End Units DYN 1250 – DSC Units Minimum Investment $500 Analysis: This is a fund that has undergone some...
Read MoreAGF Emerging Markets
Fund Company AGF Investments Fund Type Emerging Markets Equity Rating B Style Blend Risk Level Medium High Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Stephen Way since May 2012 Alpha Ba since May 2012 MER 3.11% Code AGF 791 – Front End Units AGF 691 – DSC Units Minimum Investment $500 Analysis: Until the May 2012 departure of manager Patricia Perez-Coutts, this...
Read MoreBeutel Goodman American Equity Fund
Fund Company Beutel Goodman & Company Ltd. Fund Type U.S. Equity Rating D Style Blend Risk Level Medium Load Status No Load RRSP/RRIF Suitability Good TFSA Suitability Good Manager Gavin Ivory since February 2006Glenn Fortin since June 1997 MER 1.47% Code BTG 774 – No Load Units Minimum Investment $5,000 Analysis:The Beutel Goodman American Equity Fund is managed using a highly disciplined,...
Read MoreMawer Balanced Fund
Fund Company Mawer Investment Management Fund Type Global Neutral Balanced Rating A Style Blend Risk Level Low – Medium Load Status No Load RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Greg Peterson since June 2006 MER 0.95% Code MAW 104 – Front End Units Minimum Investment $5,000 Analysis: In a recent article, I picked the Mawer Balanced Fund (MAW 104) as the fund I...
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