Sentry Small / Mid Cap Income Fund
Fund Company Sentry Investments Fund Type Cdn Small / Mid Cap Equity Rating A Style Mid-Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good Manager Aubrey Hearn since May 2006 Michael Simpson since Mar. ‘08 MER 2.72% Fund Code NCE 721 – Front End Units NCE 321 – DSC Units Minimum Investment $500 Analysis: This fund just keeps delivering, posting an impressive 7% gain in...
Read MoreSentry Conservative Balanced Income Fund
Fund Company Sentry Investments Fund Type Canadian Neutral Balanced Rating A Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good Manager Michael Simpson since Jan ‘12 James Dutkiewicz since May 12 MER 2.23% Fund Code NCE 734 – Front End Units NCE 334 – DSC Units Minimum Investment $500 Analysis: This conservatively managed balanced fund is managed by the team of Michael...
Read MoreDynamic Advantage Bond Fund
Fund Company Dynamic Funds Fund Type Canadian Fixed Income Rating B Style Duration Management Risk Level Low - Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Michael McHugh since July 07 MER 1.58% Fund Code DYN 258 –Front End Units DYN 688 – DSC Units Minimum Investment $500 Analysis: In an environment where interest rates are moving higher, I believe this is a bond fund you...
Read MorePowerShares 1–5 Year Laddered Corporate Bond
Fund Company Invesco Canada Ltd. Fund Type Cdn Short Term Fixed Income Rating C Style Rules Based Risk Level Low Load Status Front End RRSP/RRIF Suitability Excellent Manager PowerShares Management Team MER 0.99% Fund Code AIM 53203 – Front End Units Minimum Investment $2,000 Analysis: In a recent speech, Bank of Canada Governor Stephen Poloz highlighted that the Canadian economy is once again...
Read MoreChou Associates Fund
Managed by veteran Francis Chou, this concentrated portfolio holds just 17 stocks, and nearly 30% in cash. The high cash weight is the byproduct of Mr. Chou’s disciplined, deep value approach. Philosophically, he would rather hold cash than pay what he believes to be too much for a stock. The portfolio looks much different than its index, with a very cyclical bent to it. Approximately a third is...
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