NEI Ethical Special Equity Fund
Managed by Joe Jugovic and Ian Cooke of Calgary based QV Investors, this small cap fund is virtually identical to the IA Clarington Canadian Small Cap Fund. The biggest difference between the two is the management team submits investment ideas to Ethical Funds who put the prospective company through their rigorous environmental, social and governance screens. Assuming it passes, it is allowed...
Read MoreiShares Jantzi Social Index ETF
This is one of only three SRI ETFs available in Canada and it is designed to track the Jantzi Social Index, which looks to invest in the large Canadian companies that have passed various screens for environmental, social, and governance factors. The index excludes any companies that are involved in nuclear power, military weapons, and tobacco. Despite the low level of assets, currently at a...
Read MoreCanadian markets shine on rebound in gold
With political tensions heightened after Russia’s annexation of the Crimean peninsula, gold and other safe haven assets experienced a decent rise in the first quarter of the year. This certainly helped the Canadian equity markets, which saw the S&P/TSX Composite Index rise by more than 6%. Small and mid-caps were even stronger, gaining nearly 8%. Global markets were also largely higher,...
Read MoreModel Portfolio Review – March 2014
The Portfolios were mixed in March, with the more conservative portfolios outperforming the growth focused portfolios. You can download our Monthly Portfolio Report here. It was a poor month for the TD U.S. Blue Chip Equity Fund, which lost nearly 5% in March. It was this fund that dragged the returns for the more growth focused portfolios. I remain confident in the fund and its management, but...
Read MoreManulife Global Equity Class
Fund Company Manulife Mutual Funds Fund Type Global Equity Rating A Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Paul Moroz since November 2009 James Hall since November 2009 MER 2.75% Code MMF 4506 – Front End Units MMF 4406 – DSC Units Minimum Investment $500 Analysis: This Manulife offering is a virtual copy of the...
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