Fidelity Canadian Growth Company Fund
Fund Company Fidelity Investments Canada Fund Type Canadian Focused Equity Rating A Style Large Cap Growth Risk Level Medium High Load Status Optional RRSP/RRIF Suitability Good Manager Mark Schmehl since March ’11 MER 2.29% Fund Code FID 265 – Front End Units FID 565 – DSC Units Minimum Investment $500 Analysis: Since stepping into the manager’s chair in March 2011, Mark Schmehl has done an...
Read MoreCambridge Pure Canadian Equity Fund
Fund Company CI 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 Greg Dean since August 2012 Stephen Groff since Aug. 2012 MER 2.42% Fund Code CIG 11109 – Front End Units CIG 11159 – DSC Units Minimum Investment $500 Analysis: This offering is managed by the team of Stephen Groff and Greg Dean,...
Read MoreSentry Diversified Equity Fund
Fund Company Sentry Investments Fund Type Canadian Focused Equity Rating A Style All Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Michael Simpson since Jan. ‘13 MER 2.80% Fund Code NCE 722 – Front End Units NCE 322 – DSC Units Minimum Investment $500 Analysis: This is a fund that is tough to classify. I see it almost as a blend between the large cap...
Read MoreManulife Dividend Income Fund
Fund Company Manulife Mutual Funds Fund Type Cdn Dividend & Equity Income Rating A Style All Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Alan Wicks since March 2012 Conrad Dabiet since March ’12 MER 2.33% Fund Code MMF 4529 – Front End Units MMF 4429 – DSC Units Minimum Investment $500 Analysis: While the retail version of this fund is relatively new,...
Read MoreBMO Monthly Dividend Fund
Preferred shares, which make up more than 60% of this fund, are often thought of as having a high degree of interest rate sensitivity. Like bonds, the price of preferreds tend to move in the opposite direction of interest rates. So when the Bank of Canada Governor Stephen Poloz shocked the markets by cutting the Bank’s key overnight lending rate by 25 basis points, most people assumed that would...
Read More