WRAP Funds Report – April 2015
Fund of Fund or WRAP funds have consistently led the mutual funds sales stats in the past few years. Investor and advisor interest in the products are at an all time high, given the unprecedented levels of market volatility and uncertainty that is prevalent in the markets today. To help you zero in on the best WRAP funds available, we have created our new Monthly WRAP Funds Report that will be...
Read MoreFidelity Canadian Growth Company Fund
Fund Company Fidelity Investments Canada Fund Type Canadian Focused Equity Rating A Style Large Cap Growth Risk Level Medium High Load Status Optional RRSP/RRIF Suitability Good Manager Mark Schmehl since March ’11 MER 2.29% Fund Code FID 265 – Front End Units FID 565 – DSC Units Minimum Investment $500 Analysis: Since stepping into the manager’s chair in March 2011, Mark Schmehl has done an...
Read MoreManulife Global Infrastructure Fund
Fund Company Manulife Mutual Funds Fund Type Global Equity Rating B Style Large Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Craig Noble since May 2008 MER 2.80% Fund Code MMF 8584 ? Front End Units MMF 8484 ? DSC Units Minimum Investment $500 Minimum Investment $500 Analysis: Over the past decade, many large pension funds have been making significant...
Read MoreTD Retirement Portfolios
With market volatility on the upswing, many are looking at new ways to help reduce the risk they take in their portfolios. One such product that has gained a lot of attention has been the TD Retirement Portfolios, which are the TD Retirement Conservative Portfolio, and the TD Retirement Balanced Portfolio. Combined, these funds have attracted nearly $2.5 billion in assets, and have consistently...
Read MoreCapital International Global Equity Fund
This global equity fund is managed using a unique, multi-manager approach with different managers responsible for portions of the fund, independent of each other. Running the show are Carl Kawaja, Dina Perry, and Galen Hoskin. Also contributing is a team of 30 analysts who are responsible for about a quarter of the 200 or so names in the fund. Each manager has a unique, yet complimentary...
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