Trimark U.S. Companies Class
Manager Jim Young has built a concentrated portfolio of U.S. based businesses that have strong management, distinct proprietary advantages, and a history of generating long term cash flows. But where this fund appears to differ from other Trimark funds is the manager pays particular attention to companies that have a proven ability to profit from technological advances, and who have invested significantly to obtain their competitive advantages.
Read MorePH&N Dividend Income Fund
Since Warner Sulz took over the management duties of this fund in 2010, it has become a fairly competitive offering in the Canadian dividend category. As the name suggests, it invests primarily in big, dividend paying Canadian companies.
Read MorePH&N Total Return Bond Fund
What I like about this fund is that it is managed by the PH&N Fixed Income Team, which is one of the best on the street and have continued to put up strong risk adjusted numbers year after year. It is managed in a very similar fashion to the PH&N Bond Fund, but can use a number of nontraditional strategies including high yield bonds, mortgages and derivatives to help protect downside and add incremental return.
Read MorePH&N Short Term Bond & Mortgage Fund
Fund Company Phillips, Hager & North Investment Management Fund Type Canadian Short Term Fixed Income Rating Not Rated Style Duration Management Risk Level Low Load Status No Load / Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager PH&N Fixed Income Team MER 0.61% – series D units, 1.15% – Advisor sold units Code PHN 250 – No Load Units PHN 6250 –...
Read MorePH&N Bond Fund
Fund Company Phillips, Hager & North Investment Management Fund Type Canadian Fixed Income Rating Not Rated Style Multiple Risk Level Low – Medium Load Status No Load / Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager PH&N Fixed Income Team MER 0.61% Series D units, 1.16% Advisor sold units Code PHN 110 – No load units PHN 6110 – Front End Units Minimum...
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