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...
Read MoreCanoe 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...
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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