Mutual Funds and ETFs Update – October 2012
Volume 18, Number 10 October, 2012 Single Issue $15.00 In this issue: What’s New Positioning your portfolio for a market bounce ETFs 2.0 – Fundamental Indexing Steadyhand Income Fund is one of a kind Death and Taxes and Corporate Class Mutual Funds Information overload – Staying informed about your funds PDF version of this issue What’s New ♦ More Manager Turnover at Cundill –...
Read MoreSteadyhand Income Fund is one of a kind
A reader looks for an alternative to this “bond beater” fund Recently a reader asked: “My discount broker does not allow me to purchase the Steadyhand Income Fund. Is there another fund with a similar allocation that you can recommend for my RSP portfolio?” My first reaction was that this shouldn’t be too difficult of a task. After all, with thousands of mutual funds available for sale in...
Read MoreDeath and Taxes and Corporate Class Mutual Funds
Taking a more detailed look at corporate class funds and highlighting our top picks and the favourite fund families. In our September edition of the Mutual Fund and ETFs Update, we touched on the benefits of using corporate class funds in all types of non registered accounts. The main reason that many people like these funds is the potential for lower taxes. With corporate class funds, the tax...
Read MoreScotia U.S. Index Fund
This index fund is designed to replicate the performance of the S&P 500 on an after fee basis. It invests in the stocks that make up the S&P 500 Index. Currency exposure is not hedged.
Read MoreScotia Pacific Rim Fund
Shortly after Scotia acquired Dundee, they replaced the managers on this fund with Chuk Wong, who manages the Dynamic Far East Value Fund, which is one of our top picks in the Asia Pacific Equity category. An encouraging note is that since Mr. Wong took over the management duties of this fund, it has actually outpaced his Dynamic offering. Perhaps the biggest reason for this is that this fund is more focused on large cap stocks, while the Dynamic version will go a bit more into the mid cap space.
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