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Investment Fund Ranking Report – December 2011

You can download our Monthly Investment Fund Ranking Report for December 2011 here. December 2011 Investment Fund Ranking Report

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Mutual Funds and ETFs Update – January 2012

, Gordon Pape provides investors with his top picks for the coming year, which many expect to be a volatile year filled with uncertainty. We also take a look back at the year that was, and how that has set the stage for the year to come. We show investors how to position their portfolios for the volatile year. We also discuss the various options that are available to investors in the precious metals sector, including our top fund and ETF picks. Finally, we examine the recent trend of active ETFs. Labelled by some as mutual fund killers, we examine how they stack up.

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PH&N Total Return Bond Fund

When interest rates move higher, as they are expected to do in the latter half of 2012, fixed income investments will fall in value. Not all fixed income funds are created equally as those funds which have a higher exposure to corporate bonds are expected to hold their value better since in most cases, corporate bonds are not impacted as much as Government of Canada bonds in rising interest rate environments. Also, those funds which have a shorter term to maturity are also expected to hold their value better when rates move higher.

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Mackenzie Ivy Foreign Equity

In periods of very high market volatility, the Ivy Foreign Equity is one fund you’ll be happy you have in your portfolio. The investment objective of the fund is to pursue “long term capital growth consistent with the protection of capital.” And if there is one thing that the Ivy funds do better than many of their competitor’s, it is protecting capital. During the 2008 credit crisis when the MSCI EAFE Index dropped by 36% between June 2008 and February 2009, the Ivy Foreign Equity was only down 12.8%. The long term performance numbers are strong, outpacing the benchmark and the majority of the global equity peer group.

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BMO Guardian Asian Growth & Income

Clearly one of the hottest investing stories in the past decade has been the emergence of Asia, and particularly China as a global economic powerhouse. While the story has its appeal, the investing climate can be a very daunting and intimidating place, fraught with risk, volatility and uncertainty.

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