Investment Fund Ranking Report – June 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 June 2013 Investment Fund Ranking Report here.
Read MoreMutual Funds/ETFs Update – July 2013
PDF Copy of this Edition What’s New Canadian ETF industry continues to grow – Investors continue to love their ETFs, as industry assets passed the $60 billion mark in May according to a report published by National Bank Financial. BlackRock’s iShares continues to be the dominant player in terms of assets, but it is BMO that is leading the charge in sales. The report estimates that BMO saw net...
Read MoreChou Bond Fund
Fund Company Chou Associates Management Inc. Fund Type Global Fixed Income Balanced Rating C Style Credit Analysis Risk Level High Load Status Front End RRSP/RRIF Suitability Poor TFSA Suitability Poor Manager Francis Chou since inception MER 1.45% Code CHO 400 Minimum Investment $5,000 Analysis: The Chou Bond Fund, like the other funds offered by Chou, is a bit hard to classify. This is nothing...
Read MoreMackenzie Ivy Foreign Equity Fund
The main reason that we like this fund is that it holds up well in volatile markets. Management has definitely been earning their keep of late, with the fund gaining 15.1% in the first half of 2013. With volatility expected to remain high for the next little while, this fund will continue to be at the top of our list for global equity picks.
Read MorePH&N Overseas Equity
It invests in a diversified portfolio of companies located outside of North America. The manager follows a value focused approach that looks to find companies that offer good value at their current prices. A typical company in the portfolio will what they believe to be industry leaders with strong management teams that have delivered high levels of profitability and earnings growth.
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