Asset allocation is not dead
A properly diversified portfolio includes cash, fixed-income, equity and real assets By Fiona Collie | December 03, 2012 11:00 Advisors feeling discouraged by investment returns of the past few years shouldn’t be so quick to give up on asset allocation as an investment strategy, according to Dave Paterson, director of research, investment funds, at D.A. Paterson and Associates...
Read MoreBMG Bullion Fund
The BMG Bullion Fund is the granddaddy of all the bullion funds in Canada, having been launched more than four years earlier than any of its competitors. It was the first fund that allowed for small retail investors to invest directly in the physical gold and precious metals rather than in the stocks of companies involved in the precious metals production.
Read MoreSentry Precious Metals Growth Fund
Before you invest in the Sentry Precious Metals Growth Fund, you should be required to take a physical to test your body’s reaction to stress, because this is easily one of the most volatile funds in the country. It has a monthly standard deviation that is more than twice the volatility of the broader equity markets and is the highest in the precious metals category.
Read MoreDynamic Strategic Yield Fund
This go anywhere balanced fund, managed by the team of Oscar Belaiche and Michael McHugh, invests in a mix of stocks and bonds with the objective of generating a total return that is a mix of yield and long term capital growth. It has no restrictions on market capitalization, industry sector or geographic mix.
Read MoreDynamic Small Business Fund
Industry magazine the Investment Executive recently named Oscar Belaiche the 2012 Fund Manager of the Year, based on his performance with the Dynamic Small Business Fund. The fund invests in small cap equity securities including business trusts, royalty trusts and REITs. The focus is on companies with a market cap of less than $3.5 billion.
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