PIMCO Monthly Income Fund
Since its launch in January 2011, this global bond fund has consistently been one of the top performers, both on an absolute and risk adjusted basis. For the three years ending June 30, it has gained an annualized 13.5%, whichis nearly three times the category average. It has outperformed the index nearly 70% of the time, and has been up when the broader bond market is falling. It is managed...
Read MoreFirst Half Review – Investors Rewarded with Strong Gains
The first half of the year was profitable, with most investors seeing modest gains. Canadian equities led the way with the S&P/TSX Composite Index gaining nearly 13%, handily outpacing most other developed markets. This was in large part to an impressive rebound in the energy and materials sectors. With Russia reclaiming the Crimean Peninsula from the Ukraine and renewed tensions in Iraq,...
Read MoreTrimark Europlus Fund
Managed by the team of Michael Hatcher and Matt Pedan, this fund is managed in a near identical fashion to other Trimark branded offerings. The managers have built a concentrated portfolio of what they believe to be best in class companies that are based in Europe. Companies they look for are typically leaders in their respective fields, with high defendable barriers to entry, sustainable...
Read MoreNational Bank Canadian All Cap Equity
Fund Company National Bank Securities Fund Type Canadian Focused Equity Rating A Style Mid Cap Growth Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Brandon Snow since April 2011 Alan Radlo since June 2009 MER 2.51% Code NBC 485 – Front End Units NBC 585 – DSC Units Minimum Investment $500 Analysis:At first glance, this looks very similar to the...
Read MoreModel Portfolio Review – May 2014
It was a positive month for the portfolios, with all finishing in positive territory, except for the Tactical Balanced Portfolio, which was down by 0.1%. You can download our Monthly Portfolio Report here. The Strategic Models handily outperformed the Tactical Models, which have been more conservatively positioned. This positioning comes from the expectation that there will be an increase in...
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