WRAP Funds Report – March 2015
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...
Read MoreInvestment Fund Ranking Report – March 2015
Each month, we analyze more than 1500 mutual funds, pooled funds, and hedge funds putting them through our proprietary quantitative valuation model. We then prepare our Monthly Fund Ranking Report which rates and ranks each of the funds in our universe. You can download our March 2015 Investment Fund Ranking Report here.
Read MoreManulife Global Infrastructure Fund
Fund Company Manulife Mutual Funds Fund Type Global Equity Rating B Style Large Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Craig Noble since May 2008 MER 2.80% Fund Code MMF 8584 ? Front End Units MMF 8484 ? DSC Units Minimum Investment $500 Minimum Investment $500 Analysis: Over the past decade, many large pension funds have been making significant...
Read MoreBissett U.S. Focus Corporate Class
Fund Company Franklin Templeton Investments Fund Type U.S. Equity Rating B Style Value Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Gary Aitken since March 2008 Jason Hornett since Nov. 2008 MER 2.73% Fund Code TML 3230 ? Front End Units Minimum Investment $500 Minimum Investment $500 Analysis: One of the most difficult things for any investor to do with any...
Read MoreDynamic Equity Income Fund
Fund Company Dynamic Funds Fund Type Cdn Dividend & Income Equity Rating A Style Large Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Oscar Belaiche since July 2001 Jason Gibbs since January 2015 MER 2.13% Fund Code DYN 029 ? Front End Units DYN 729 ? DSC Units Minimum Investment $500 Analysis: Managed by Oscar Belaiche and Jason Gibbs, this former...
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