Beutel Goodman Small Cap Fund
This has long been one of our favourite small cap funds available to investors today. The fund has consistency of management, having been managed by Stephen Arpin since 1995. Today, with the addition of William Otton, there is a solid management team in place.
Read MoreBMO Guardian Monthly High Income II
This Canadian Dividend and Equity Income fund used to be an Income Trust focused fund. Many income trusts were forced to convert back to corporations which resulted in the focus of this fund also shifting. The fund now invests predominantly in high yielding equities and real estate investment trusts (REITs).
Read MoreDynamic Power American Growth
Like most of the other funds launched under the Power banner, this is not a fund for the faint of heart. Manager Noah Blackstein uses a very concentrated, growth oriented approach in managing this fund. Because of this, the fund tends to be considerably more volatile than other U.S. equity funds, with a level of volatility more than 1.5 times the S&P 500 Index.
Read MoreAGF European Equity Class
Within the European equity category, one of the hardest hit funds has been the AGF European Equity Class Fund which has dropped more than 15.7% in each of the past three years. When you open the hood on this fund, it is not hard to see why. The fund is heavily invested in financial stocks, which have been severely punished by the markets since the onset of the global credit crisis in 2008. With continued volatility expected in the sector and continued loan write downs expected, more downside for this fund is likely.
Read MoreAston Hill Capital Growth Fund
If you are not familiar with this small fund it’s worth your time to find out about it. It was a closed-end fund until May 2011 but it is now a regular mutual fund with an initial investment requirement of only $500. The numbers it has been posting are eye-popping, to say the least. As of mid-October, the A units had gained an astonishing 25.5% for 2011, making the fund far and away the top performer in the North American Equity category. That came on top of profits of 18.3% in 2010 and 36.1% in 2009, all first quartile finishes.
Read MoreIA Clarington Canadian Conservative Equity Fund
If you are looking for a fund flash and sex appeal, then you had best keep looking. But if you are looking for a conservatively managed, high quality blue chip equity fund, this fund is definitely worth considering.
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