IA Clarington Real Return Bond Fund
One of the biggest threats to the fixed income component of one’s portfolio is the impact of inflation can have on its value. One product type which can help to address this erosion of value is a real return bond fund. Real return bond funds invest in real return bonds, which are bonds that adjust both the coupon payment and the principal value based on the level of inflation in the economy.
Read MoreBMG Bullion Fund
Bullion Management Group was the first company to bring the concept of individual investors holding precious metals directly when they launched their BMG Bullion Fund back in March 2002. The concept was simple – the fund would hold equally weighted portions of fully allocated, unencumbered gold, silver and platinum bullion on behalf of investors. BMG was really the only game in town when it came to investing in bullion until. 2009, when Sprott launched their Sprott Gold Bullion Fund.
Read MorePH&N Bond Fund
In the fixed income world, it really doesn’t get a whole lot better than this. You get a well diversified portfolio that is managed by an experienced team that has a demonstrated track record dating back decades, and all for one of the lowest MERs in the category.
Read MoreRBC O’Shaughnessy U.S. Growth Fund
Like other funds managed by Jim O’Shaughnessy, this U.S. Small / Mid Cap Fund is managed using the same quantitatively driven strategy which looks for certain characteristics which have been shown to drive excess returns over time. These characteristics include such things as trading volume, low price to sales ratios and increasing earnings and share prices. The manager rates and ranks the investment universe based on these criteria and then picks the top 50 ranked stocks and which are then added into the portfolio. This process is run a number of times per year.
Read MoreInvestment Fund Ranking Report – October 2011
You can download our Monthly Investment Fund Ranking Report for October 2011 here. October 2011 Investment Fund Ranking Report
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