WRAP Funds Report – November 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...
Read MoreInvestment Fund Ranking Report – November 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 November 2013 Investment Fund Ranking Report here.
Read MoreMawer Tax Effective Balanced Fund
This fund used to be known as the Mawer Canadian Diversified Investment Fund, until its name change midway through 2012. Under the new name, it has the objective of achieving a long term, value added total return on both a pre-tax and after tax basis. It invests in a mix of large and small cap stocks, bonds and cash.
Read MoreAGF Inflation Focus Fund
In May of last year, AGF launched this very interesting balanced fund that is designed to mitigate the impact of inflation. To do this, it invests in an actively managed basket of AGF funds with underlying exposure to inflation adjusted fixed income and resource and commodity stocks. The target asset mix is set at 60% AGF Inflation Plus Bond Fund, 20% AGF Global Resources Class, and 20% AGF Precious Metals Fund. At November 30, it was underweight both bonds and precious metals, with an overweight to resources.
Read MoreMackenzie Canadian Large Cap Dividend Fund
Fund Company Mackenzie Financial Corporation Fund Type Canadian Dividend and Income Equity Rating C Style Value Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Hovig Moushian since December 2013 Darren McKiernan since December 2013 MER 2.50% Code MFC 1531 – Front End Units MFC 1630 – DSC Units Minimum Investment $500 Analysis: A few...
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