Mawer Global Equity
Fund Company Mawer Investment Management Fund Type Global Equity Rating B Style Blend Risk Level Medium Load Status No Load RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Paul Moroz since October 2009 James Hall since October 2009 MER 1.45% Code MAW 120 – No Load Units Minimum Investment $5,000 Analysis: Managed by the team of Jim Hall and Paul Moroz, this go anywhere equity...
Read MoreSocially Responsible Investing Report – February 2014
With environmental and human rights concerns becoming more important to people, interest in the Socially Responsible Investing segment has never been stronger. In an effort to help keep investors and advisors informed on the SRI funds available, we have created our monthly Socially Responsible Investing Fund Report, which will be published on a monthly basis. You can download the February 2014...
Read MoreFidelity Income Allocation Fund
Fund Company Fidelity Investments Canada Fund Type Canadian Fixed Income Balanced Rating A Style Tactical Asset Allocation Risk Level Low – Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Geoff Stein since May 2011 Derek Young since May2011 MER 1.77% Code FID 294 – Front End Units FID 594 – DSC Units Minimum Investment $500 Analysis:Today, this is a...
Read MoreGBC Canadian Bond
Fund Company Pembroke Private Wealth Management Fund Type Canadian Fixed Income Rating A Style Bottom up Credit Analysis Risk Level Low Load Status No Load RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Canso Investment Management MER 1.00% Code GBC 896 – No Load Units Minimum Investment $10,000 Analysis: With a modest MER and an experience management team at the helm, the GBC Canadian...
Read MoreWRAP Funds Report – January 2014
Fund of Fund or WRAP funds have consistently led the mutual funds sales stats in the past few years. Investor and advisor interest in the products are at an all time high, given the unprecedented levels of market volatility and uncertainty that is prevalent in the markets today. To help you zero in on the best WRAP funds available, we have created our new Monthly WRAP Funds Report that will be...
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