Cambridge 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 MoreRedwood Emerging Markets Dividend Fund
When you think about the emerging markets, you generally think high risk, volatile investments. Typically, that’s the case, but the Redwood Emerging Markets Dividend Fund is a fund that may get you to rethink that. What makes this fund so different is the fact that it focuses on dividend paying companies in the emerging markets that have the potential to not only maintain, but also grow their...
Read MoreRenaissance Optimal Income Portfolio
Despite being made up of a mix of largely middle of the road funds, the fund of fund continues to offer investors strong risk adjusted returns and cash flow, all at a reasonable price. TheportfolioisafairlystaticmixofRenaissance offered funds. Thetargetassetmixis 60% fixed income and 40% high yielding equities. This stays consistent, with turnover averaging less than 2% a year for the past five...
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