RBC Monthly Income
Fund Company RBC Global Asset Management Inc. Fund Type Canadian Neutral Balanced Rating B Style Blend Risk Level Medium Load Status No Load / Optional RRSP/RRIF Suitability N/A TFSA Suitability N/A Manager Jennifer McClelland since April 2007 Suzanne Gaynor since March 2008 MER 1.20% Code RBF 448 – No Load Units RBF 763 – Front End Units Minimum Investment $500 Analysis: At just under $9...
Read MoreBMO Global Dividend Class
Fund Company BMO Investments Inc. Fund Type Global Equity Rating D Style Blend Risk Level Medium Load Status No Load RRSP/RRIF Suitability Good TFSA Suitability Good Manager Sri Iyer since September 2012 Sam Baldwin since September 2012 Fiona Wilson since September 2012 MER 2.64% Code GGF 70211 Minimum Investment $500 Analysis: In September 2012, a new management team headed up by Sri...
Read MoreTrimark Income Growth Fund
In the past several months, this Canadian focused balanced fund has experienced some meaningful manager turnover. A year ago, it was announced that equity manager Don Simpson had been replaced by Clayton Zacharias. More recently, longtime bond manager Rex Chong left the firm for personal reasons. Looking at the net impact of these moves, we view it to be a modest positive.
Read MoreTD U.S. Small Cap Fund
Fund Company TD Mutual Funds Fund Type U.S. Small / Mid Cap Equity Rating A Style Growth Risk Level Medium High Load Status No Load / Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Gregory McCrickard since November 1997 John Wagner since January 2006 MER 2.56% Code TDB 653 – No Load Units TDB 827 – Front End Units TDB 837 – DSC Units Minimum Investment $500 Analysis:...
Read MoreCundill Recovery Fund
Q – What is your opinion of the Cundill Recovery Fund? A – The timing of this question couldn’t be better, given that elsewhere in this edition we highlighted the new IA Clarington Sarbit Activist Opportunities Class. This fund is in a similar space in that it has the mandate to invest in companies that are undergoing some sort of recovery situation such as reorganization,...
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