Dave

CI Cambridge Canadian Asset Allocation Corporate Class

The CI Cambridge Canadian Asset Allocation Corporate Class Fund is managed by a very experienced and well respected team that is led by industry heavyweight Alan Radlo. Joining Mr. Radlo on the fund are former head of the Fidelity Asset Allocation Team, Bob Swanson and portfolio manager, Brandon Snow.

The Fund is a tactical balanced fund, which allows the team to be very active in their approach, moving in and out of stocks and bonds as opportunities arise. Portfolio turnover for this fund has been high on a historic basis, averaging more than 100% since the fund’s December 2007 launch.

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Top Funds Report – March 2012

Fixed income investments have long been known for their safe haven appeal. In periods of uncertainty, investors flock into government bonds, knowing that they are protected. That trend has held true inCanada. Market volatility has been on the upswing since July. Not surprisingly, from August 2011 until January 2012, bond funds received $9.3 billion in new money. During the same time frame, equity funds lost $9 billion in assets.

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Investment Fund Ranking Report – February 2012

You can download our Monthly Investment Fund Ranking Report for February 2012 here. February 2012 Investment Fund Ranking Report

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Trimark Fund

On March 8, it was announced that Dana Love, manager of the Trimark Fund, had resigned from the company. He will be replaced by Michael Hatcher, who has been co-manager on the fund for the past year or so. He will be supported by the current co-managers Darren McKiernan and Jeff Feng.

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Dynamic Diversified Real Asset Fund

The Dynamic Diversified Real Asset Fund is an interesting concept for an equity focused balanced fund. It is designed to protect investors against the threat of inflation by investing predominantly in a mix of securities that are exposed to real assets such as real estate, real return bonds, precious metals, energy and infrastructure.

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