2013 Mutual Fund and ETFs Update Publication Dates
January 9 February 6 March 6 April 3 May 8 June 5 July 10 August 7 September 4 October 2 November 6 December 4
Read MoreMutual Funds & ETFs Update – January 2013
Volume 19 Number 1 January 2013 Single Issue $15.00 PDF Version of this Issue WHAT’S NEW New Mutual Fund and ETF Database available – Our new comprehensive database, powered by Fundata Canada, allows investors to screen the entire universe of mutual funds and ETFs using a variety of criteria to drill down and find the funds that are right for them. Once they identify funds of interest,...
Read MoreManulife Value Fund
Roger Hamilton took over the management duties of this fund back in October 2009 and things appear to be on the right track. For the three years ended December 31, the fund gained 4.8%, putting it in the upper half of the category. Longer term performance numbers are not quite as rosy. The five year annualized return is an average loss of 5.6% compared with the S&P 500’s gain of 1.6% during the same period.
Read MoreBissett Microcap Fund
Like the name suggests, this fund invests in those very small companies which have a market capitalization of less than $350 million. In reviewing potential investments for the portfolio, the management team uses a bottom up, growth at a reasonable price process that looks for companies that have strong balance sheets, low valuation risk, and a profitability profile that is better than the index.
Read MoreBrandes Global Small Cap Equity Fund
Managed by the Brandes Investment Committee using a bottom up, Graham and Dodd, value focused approach, this global focused small / mid cap fund is looking to build a diversified portfolio of businesses that are trading below their estimate of true value. As of September 30, the fund held 73 names with the top ten making up just under 30% of the fund.
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