Dave

Fidelity Far East Fund

Henry Chan recently took over the management duties of this fund from Joseph Tse, who had been at the helm since July 2003. Under Mr. Chan’s management, there aren’t expected to be wholesale changes as both managers follow a similar process.

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TD Health Sciences Fund

One of our favourite funds in the sector is the TD Health Sciences Fund. It invests in companies that are involved in the research, development, production, or distribution of products or services related to health care, medicine, or the life sciences. To qualify for selection, companies must derive at least 50% of their assets, revenues, or operating profits from those activities. The manager tends to focus in the U.S. where nearly 81% of the fund is invested.

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BMO Guardian Asian Growth & Income Fund

The BMO Guardian Asian Growth & Income Fund is a great way for investors to access this growth story without taking on excessive volatility risk. While technically classified as an Asia Pacific Equity Fund, it is more of a balanced fund. As of July 31, it held 85% stocks, 13% bonds and 2% in cash.

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PH&N Total Return Bond Fund

The PH&N Total Return Bond Fund has significant exposure to corporate bonds, holding nearly 49% of the fund in corporate bonds and 6% in Government of Canada bonds. The fund also has a healthy 32% exposure to provincial bonds, which offer high yields than Canada’s and should outperform in a rising rate environment. It has a shorter average term to maturity than the benchmark DEX Bond Universe, and nearly half the fund is in bonds with maturities of less than 5 years. It is a very high quality portfolio, with nearly 85% rated “A” or better.

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TD Short Term Bond Fund

With the current low interest rate environment, short term bond funds have become a great alternative to money market funds and GICs. Investing in diversified portfolio of bonds that mature in less than five years, these funds offer modest returns with very low risk. One of our favourites in the category is the TD Short Term Bond Fund.

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