Scotia Canadian Tactical Asset Allocation Fund
Fund Company Scotia Asset Management Fund Type Tactical Balanced Rating C Style Blend Risk Level Medium Load Status No Load / Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Larry Lunn since January 2004 MER 2.07% Investor Series, 2.61% Advisor Series Code BNS 371 – No Load Units BNS 771 – Front End Units BNS 971 – DSC Units Minimum Investment $1,000 Analysis: Using an...
Read MorePH&N Balanced Fund
Fund Company Phillips, Hager & North Investment Management Fund Type Canadian Neutral Balanced Rating D Style Blend Risk Level Medium Load Status No Load / Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager PH&N Management Team MER 0.90% – Series D 2.03% – Advisor Series Code PHN 350 – No Load Units PHN 6350 – Front End Units PHN 4350 – Low Load Units Minimum...
Read MoreModel Portfolio Review – February 2013
It was another positive month for the portfolios, as all were modestly higher over the month. With the exception of the Growth Portfolio, they all outpaced their benchmarks. Contributing to the strong performance on both a relative and absolute basis was the Manulife Strategic Income Fund, the Renaissance Global Healthcare Fund and the Mackenzie Ivy Foreign Equity Fund. The CI American Value and...
Read MoreSocially Responsible Investing Report – February 2013
With environmental and human rights concerns becoming more important to people, interest in the Socially Responsible Investing segment has never been stronger. In an effort to help keep investors and advisors informed on the SRI funds available, we have created our monthly Socially Responsible Investing Fund Report, which will be published on a monthly basis. You can download the February 2013...
Read MoreWRAP Funds Report – February 2013
Fund of Fund or WRAP funds have consistently led the mutual funds sales stats in the past few years. Investor and advisor interest in the products are at an all time high, given the unprecedented levels of market volatility and uncertainty that is prevalent in the markets today. To help you zero in on the best WRAP funds available, we have created our new Monthly WRAP Funds Report that will be...
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