Dave

Jarislowsky Fraser Select Income Fund

Fund Company Jarislowsky Fraser Ltd. Fund Type Cdn Fixed Income Balanced Rating A Style Large Cap Blend Risk Level Low ? Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Chris Kresic since Oct. 2010 Charles Nadim since Nov. 2012 MER 1.70% Fund Code NBC 3400 ? Front End Units NBC 3600 ? Low Load Units Minimum Investment $500 Analysis: With bond yields in Canada expected to...

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TD Retirement Portfolios

With market volatility on the upswing, many are looking at new ways to help reduce the risk they take in their portfolios. One such product that has gained a lot of attention has been the TD Retirement Portfolios, which are the TD Retirement Conservative Portfolio, and the TD Retirement Balanced Portfolio. Combined, these funds have attracted nearly $2.5 billion in assets, and have consistently...

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Capital International Global Equity Fund

This global equity fund is managed using a unique, multi-manager approach with different managers responsible for portions of the fund, independent of each other. Running the show are Carl Kawaja, Dina Perry, and Galen Hoskin. Also contributing is a team of 30 analysts who are responsible for about a quarter of the 200 or so names in the fund. Each manager has a unique, yet complimentary...

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DynamicEdge Growth Portfolio

This is part of a portfolio program offered by Dynamic Funds. It offers investors six strategic portfolios, covering the spectrum of investors, ranging from Conservative to Aggressive Growth. Each will invest in a well-diversified mix of mutual funds offered by Dynamic. This is the growth offering, with a target asset mix of 80% equities and 20% fixed income. The equity sleeve has about a third...

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Canoe Energy Class

To be honest, I’m not sure I’m ready to be putting any money in an energy fund at the moment. I’d like to see a bit more firming around the oil price before I dive in. However, if you’re ready to make that move and are looking for a good option in the space, the Canoe Energy Fund would likely be my pick. Manager, Ravi Tahmazian uses a macro analysis to find the subsectors in the energy space...

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