IA Clarington Global Equity Fund
Fund Company IA Clarington Investments Fund Type Global Equity Rating C Style Large Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Joe Jugovic since July 2014 MER 2.72% Fund Code CCM 3071 - Front End Units CCM 3072 - DSC Units Minimum Investment $500 Analysis: Last July, Joe Jugovic of Calgary based QV Investors took over the management duties of this...
Read MoreGuardian Global Dividend Growth Fund
Fund Company Guardian Capital LP Fund Type Global Equity Rating C Style Blend Risk Level Medium Load Status Front End Load RRSP/RRIF Suitability Excellent Manager Sri Iyer since May 2011 Fiona Wilson since May 2011 MER 2.32% Fund Code GCG 570 - Front End Units Minimum Investment $5,000 Analysis: This go anywhere, global dividend fund is managed by Sri Iyer and his team at Guardian Capital,...
Read MorePIMCO Monthly Income Fund
Fund Company PIMCO Canada Fund Type Global Fixed Income Rating A Style Income Focus Risk Level Low - Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Alfred Murata since January 2011 Dan Ivascyn since September 2014 MER 1.38% Fund Code PMO 005 - Front End Units PMO 105 - Low Load Units Minimum Investment $1,000 Analysis: After coming out of the gate very strongly in 2011 and...
Read MoreBrandes Emerging Markets
The fourth quarter was a tough one for the fund, amid a precipitous drop in the price of oil, major currency devaluations (especially the Russian Ruble), and political instability in Brazil, Argentina and other EM nations. With its overweight position in both Russia and Brazil, the fund was hit particularly hard, dropping 9.3% in Canadian dollar terms. It was even worse in U.S. dollar terms,...
Read MoreRBC O’Shaughnessy U.S. Value Fund
If you look at the quarterly performance of this fund compared to the other U.S. equity funds, you might be wondering what happened with it, posting a very modest 2.1% rise, while the others were all significantly higher. Well since you asked, I’ll tell you what happened -currency happened. Over the quarter, the Canadian dollar dropped by nearly 4%. The RBC O’Shaughnessy U.S. Value Fund hedges...
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