Beware of funds bearing “gifts”
Year end fund distributions can create tax headaches for some investors One question that I often get asked by investors is “when is a good time to invest?” Generally, the answer is to invest when you have the money and put it into a well diversified portfolio that is in line with your investment objectives, risk tolerance and time horizons. If you are looking to invest in a non registered...
Read MoreLooking for the best way to generate tax efficient income
Q. – We will be inheriting approximately $100,000 in the next few weeks. What is the best way to invest the money to receive approximately $5,000 per year in a tax efficient manner? Would T-Series mutual funds such as the CI Signature High Income Fund be a good option? A. – First, let me say that there is no universal “best” way to achieve what the reader is asking. Everybody’s situation...
Read MoreNavigating the Fund Code Jungle
Perhaps one of the most frequent questions that we receive from investors is how to go about finding the right mutual fund code for their investment. There is no doubt that this can be a big challenge for both investors and advisors alike. Along with there being literally thousands of mutual funds available in Canada, most have several different series or classes that are available that further...
Read MoreIA Clarington Canadian Small Cap Fund
This Canadian small / mid cap equity fund has been managed by the team of Ian Cooke and Joe Jugovic at QV Investors since 2008. The QV in the name stands for quality and value, which is how they evaluate stocks.
Read MoreBrandes U.S. Small Cap Fund
Managed by the Brandes Investment Committee using a bottom up, Graham and Dodd, value focused approach, this U.S. 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 56 names with the top ten making up just under 30% of the fund.
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