Tradex Global Equity Fund
This global equity fund is managed by Barry Olliff of the City of London Investment Plc. Mr. Olliff conducts a top down review of the various global markets to determine which have the best potential rate of return. Once this is established, he gains that investment exposure through a mix of closed end funds and exchange traded funds.
Read MoreCI Can-Am Small Cap Corporate Class Fund
This fund has been managed by Leigh Pullen and Joe Jugovic of Calgary based QV Investors since December 2005. Since taking the fund over, they have delivered an annual compound rate of return of 3.54% while the BMO Canadian Small Cap Index has returned 1.65%.
Read MoreFidelity Canadian Large Cap Fund
Since taking over the management duties of this fund, Daniel Dupont has not skipped a beat. If anything, the relative risk reward profile appears to have improved, with relative volatility dropping while relative return increased. Obviously seven months is too short a period on which to judge, but the signs are definitely encouraging.
Read MoreAGF Monthly High Income Fund
Peter Frost took over the lead manager duties in April of 2010. Mr. Frost is responsible for setting the tactical asset allocation mix of the fund and managing the equity portion of the fund. Tristan Sones and Tom Nakamura are responsible for the fixed income portion.
Read MoreBMO Guardian Enterprise Fund
This Canadian small/mid cap fund is virtually identical to the highly respected Mawer New Canada Fund, which has been capped to new investors for some time. While there may be some differences between the holdings, the overwhelming majority of the fund will be the same.
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