Fidelity Monthly Income Fund
Fund Company Fidelity Investments Canada Fund Type Canadian Neutral Balanced Rating A Style Value Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Geoff Stein since April 2011 Derek Young since September 2011 MER 2.09% Code FID 269 – Front End Units FID 569 – DSC Units Minimum Investment $500 Analysis: This high quality balanced fund has...
Read MoreCI Can-Am Small Cap Corporate Class
The team follows a relatively simple philosophy – find quality businesses trading at attractive valuations. To do this, they look for high quality companies with a demonstrated history of generating high returns on equity, and that have lower debt to equity and debt to cash flow ratios than the broader markets. They also like companies that pay a dividend to investors. The end result is a relatively concentrated portfolio holding 31 names. As of June 30, the top 10 stocks made up just under 45% of the portfolio.
Read MorePH&N Canadian Equity
Like other PH&N equity offerings, it follows the PH&N philosophy of “quality growth”. The managers look for companies that offer an attractive yield combined with strong management, high levels of profitability, a sound financial position, strong earnings and dividend growth. Valuation is also a key component to the process, since they don’t want to overpay.
Read MoreChou Associates Fund
This all cap, go anywhere, global equity fund is managed using his high conviction, deep value approach. The process is fundamentally driven, that focuses on balance sheet strength, cash flows, management and future growth potential. Valuation is critical; Mr. Chou won’t even consider adding a position unless it is trading at a discount of at least 40% to his estimate of its intrinsic value.
Read MoreLeith Wheeler Canadian Equity
When it comes to Canadian equity funds, it doesn’t get a whole lot better than this. It is a simple, no nonsense, consistent fund that does what you expect it to do – deliver above average returns more often than not.
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