Top Funds Report – December 2012
PDF Version of this Issue Special Offer & Monthly Commentary Since taking over the Mutual Fund and ETFs Database a little more than a year ago, I have talked to a number of members like you, and one theme that was repeated quite often was that they wanted more current and timely information. We listened. In response, we have completely overhauled the database and I believe it is now...
Read MoreMackenzie Cundill Value Fund
For as long as I can remember, the Cundill Value Fund had been one of my favourites in the global equity space. It offered decent returns with relatively low levels of volatility. That all started to change in the past year or so when we saw the volatility of the fund increase substantially, to the point where we removed it from our Recommended List of Funds.
Read MoreDesjardins Environment Fund
For a number of people, socially responsible investing is a great way to help make the world a better place. This particular SRI offering invests in Canadian companies that have implemented “comprehensive environmental management programs” and that have a good environmental compliance record.
Read MoreWestwood Emerging Markets Fund
In August 2012, Patricia Perez-Coutts and her team took over the management duties of this fund. At the same time, its name was changed from the Omega Emerging Markets Fund to the Westwood Emerging Markets Fund. This is the majority of the team that was responsible for the success with the AGF Emerging Markets Fund. They will be using the same process on this fund
Read MoreSteadyhand Equity Fund
It has often been said that if you want to beat the index, you can’t look like the index. That is a philosophy that is shared by all the management teams who manage funds for Steadyhand, including Toronto based CGOV, managers of the Steadyhand Equity Fund. CGOV focuses on buying high quality companies run by great management teams that are trading at a significant discount to its intrinsic value.
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