Top Funds Report – June 2012
Whoever said that April was the cruelest month likely didn’t have any money invested in the global equity markets in May. Markets were hit particularly hard, with the MSCI EAFE Index dropping by more than 7% during the month. The S&P 500 lost 6% in U.S. dollar terms, while closer to home, the S&P/TSX Composite Index dropped by 6.1%.
Read MoreEthical Global Dividend Fund
Fund Company NEI Investments Fund Type Global Equity Rating $$$ Style Value Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager KC Parker since November 2007 MER 2.10% Code NWT 084 – Front End Units NWT 184 – Low Load Units Minimum Investment $500 Analysis: For some investors, building a portfolio involves more than just earning a decent return on...
Read MoreEdgePoint Canadian Growth and Income Portfolio
EdgePoint Wealth Management, an upstart fund company that was founded by former Trimark managers Tye Bousada and Geoff MacDonald, has been met with strong success, garnering more than $2 billion in client assets since their 2008 launch. The EdgePoint Canadian Growth & Income Portfolio is the firm’s Canadian balanced offering has grown to nearly half a billion in assets.
Read MoreRBC Global Corporate Bond Fund
With interest rates hovering near historic lows, fixed income investments have never looked so risky. As interest rates rise, bond prices will be pushed lower, eroding the value of your investment. There are a couple things you can do to protect yourself. One way is to invest in shorter term bonds, which aren’t impacted as much by changes in interest rates. The other option is to invest in high quality corporate bonds which offer higher yields than traditional government bonds.
Read MoreDynamic Global Real Estate Fund
This fund, which until December 2009 was known as the Dynamic Focus+ Real Estate Fund is one of our favourite picks in the real estate sector. Managed by the team of Oscar Belaiche and Tom Dicker, it invests in REITs and other companies that are actively involved in the real estate. They look for “best in class” businesses that have strong balance sheets, are industry leaders, and have management teams that hold a significant ownership stake in the business. The investment philosophy tilts towards value using their “Quality at a Reasonable Price” process.
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