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Top Funds Report for November 2011

Download our full Top Funds Report for November 2011, where our Top Funds are the Dynamic Power American Growth Fund, BMO Guardian Monthly High Income II, the Trimark Fund and the Beutel Goodman Small Cap Fund. We also discuss a a number of funds that were requested by our readers including the TD Canadian Bond Fund, Mackenzie Saxon Small Cap and the RBC Global Precious Metals Fund. You can...

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Trimark Fund

To say that Trimark has gone through some tough times in the past few years is like saying there are some concerns aboutGreece’s outstanding debt. The company has struggled with retaining managers and has been experiencing significant net outflows for years. The Trimark Fund is not that different, having been through a number of managers in the past few years. Current lead manager, Dana Love has been working on the fund since 2004. In August of this year, after the departure of Heather Pierce, the team of Jeff Feng, Michael Hatcher and Darren McKiernan joined Mr. Love on the fund.

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Beutel Goodman Small Cap Fund

This has long been one of our favourite small cap funds available to investors today. The fund has consistency of management, having been managed by Stephen Arpin since 1995. Today, with the addition of William Otton, there is a solid management team in place.

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Recommended List – September 2011

During the third quarter, we made a number of changes to our Recommended List of Funds. Five funds were removed from our list, while three new funds were added.

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BMO Guardian Monthly High Income II

This Canadian Dividend and Equity Income fund used to be an Income Trust focused fund. Many income trusts were forced to convert back to corporations which resulted in the focus of this fund also shifting. The fund now invests predominantly in high yielding equities and real estate investment trusts (REITs).

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