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CI Signature Dividend Fund

Fund Company CI Investments Inc. Fund Type Canadian Dividend and Income Equity Rating B Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Eric Bushell since October 1999 John Hadwen since October 1999 John Shaw since October 1999 MER 1.88% Code CIG 610 – Front End Units CIG 810 – DSC Units Minimum Investment $500   Analysis: With its...

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CI Signature Canadian Resource Fund

Fund Company CI Investments Inc. Fund Type Natural Resources Equity Rating D Style Growth Risk Level High Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Scott Vali since January 2006 MER 2.41% Code CIG 611 – Front End Units CIG 811 – DSC Units Minimum Investment $500   Analysis: With uncertainty over China and continued economic woes in Europe weighing on...

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BMO Diversified Income Portfolio

This Canadian balanced fund is designed to provide investors with a fixed monthly distribution and invests in a diversified portfolio of Canadian and international bonds and equities. Currently, it is tilted towards equities, holding 26% in bonds and 5% in cash, with the balance invested in equities. Canadian equities are 31% of the fund, with the balance invested abroad.

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Beutel Goodman Canadian Dividend Fund

Fund Company Beutel Goodman Company Ltd. Fund Type Canadian Dividend & Income Equity Rating B Style Blend Risk Level Medium Load Status Front End RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Stephen Arpin since November 2005 Mark Thomson since May 2007 MER 1.50% Code BTG 875 – Front End Units Minimum Investment $5,000   Analysis: For investors looking for a well...

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BonaVista Global Balanced Fund

Fund Company Phillips, Hager & North   Investment Management Fund Type Canadian Equity Balanced Rating C Style Blend Risk Level Medium Load Status No Load / Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Terry Bacinello since June 2006 MER 1.33% Code PHN 800 – No Load Units PHN 6800 – Front End Units PHN 4800 – Low Load Units Minimum Investment $5,000   Analysis: With...

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