ETF Focus List – March 2015
Download the full report here Bank of Canada shocks markets by cutting rates… No material change to investment outlook When we did our last review of the ETF Recommended List in December, the thing that had everybody’s attention was the precipitous drop in oil prices and the effect it was expected to have on the Canadian economy. At that time, oil was trading in the $66 range, and has...
Read MoreIA Clarington Global Equity Fund
Fund Company IA Clarington Investments Fund Type Global Equity Rating C Style Large Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Joe Jugovic since July 2014 MER 2.72% Fund Code CCM 3071 - Front End Units CCM 3072 - DSC Units Minimum Investment $500 Analysis: Last July, Joe Jugovic of Calgary based QV Investors took over the management duties of this...
Read MoreGuardian Global Dividend Growth Fund
Fund Company Guardian Capital LP Fund Type Global Equity Rating C Style Blend Risk Level Medium Load Status Front End Load RRSP/RRIF Suitability Excellent Manager Sri Iyer since May 2011 Fiona Wilson since May 2011 MER 2.32% Fund Code GCG 570 - Front End Units Minimum Investment $5,000 Analysis: This go anywhere, global dividend fund is managed by Sri Iyer and his team at Guardian Capital,...
Read MoreSentry Conservative Balanced Income Fund
Fund Company Sentry Investments Fund Type Canadian Neutral Balanced Rating A Style Large Cap Blend Risk Level Low - Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Michael Simpson since January 2012 James Dutkiewicz since May 2012 MER 2.23% Fund Code NCE 734 - Front End Units NCE 334 - DSC Units Minimum Investment $500 Analysis: This conservatively managed balanced fund has...
Read MorePIMCO Monthly Income Fund
Fund Company PIMCO Canada Fund Type Global Fixed Income Rating A Style Income Focus Risk Level Low - Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Alfred Murata since January 2011 Dan Ivascyn since September 2014 MER 1.38% Fund Code PMO 005 - Front End Units PMO 105 - Low Load Units Minimum Investment $1,000 Analysis: After coming out of the gate very strongly in 2011 and...
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