Mackenzie Canadian Growth Fund
Fund Company Mackenzie Investments Fund Type Canadian Focused Equity Rating A Style Large Cap Growth Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Dennis Starritt since August 1995Dina DeGeer since August 1995David Arpin since January 2013 MER 2.51% Code MFC 650 – Front End UnitsMFC 640 – DSC Units Minimum Investment $500 Analysis: Year to date,...
Read MoreMackenzie Canadian Growth Balanced Fd
Fund Company Mackenzie Investments Fund Type Canadian Neutral Balanced Rating B Style Growth Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Dennis Starritt since November 1996 Dina DeGeer since November 1996 Steve Locke since January 2010 MER 2.51% Code MFC 724 – Front End Units MFC 824 – DSC Units Minimum Investment $500 Analysis: This balanced...
Read MoreAGF Inflation Focus Fund
In May 2012, AGF launched this very interesting balanced fund that is designed to mitigate the impact of inflation. It invests in an actively managed basket of AGF funds with underlying exposure to inflation adjusted fixed income, resource and commodity stocks. The target asset mix is set at 60% AGF Inflation Plus Bond Fund, 20% AGF Global Resources Class, and 20% AGF Precious Metals Fund. At...
Read MoreBeutel Goodman International Equity Fund
Beutel Goodman follows a very disciplined bottom up, value focused approach, that is heavy on risk management. The managers are given a lot of flexibility, which results in a concentrated portfolio that often looks much different from the benchmark. In addition to having sector weights that are different, the funds will also typically have exposure to more small and mid-cap names than a number...
Read MoreRBC QUBE Low Volatility Global Equity Fund
Low volatility funds are one of those investing concepts that seems too good to be true. Not only are you likely to earn as good, or even better return, but you can do it with a lower level of risk. Naturally, I was a little skeptical. That is why I am somewhat impressed with the performance of the majority of the low volatility funds this year. With all the volatility experienced, they did...
Read MoreRBC O’Shaughnessy U.S. Value Fund
You know a category is having a good year when the worst performing fund posts a gain of 10.5%. That is the case here. The fund is managed using a quantitatively driven approach that rates and ranks stocks on a number of quality, valuation and yield factors. While over the long term, the model tends to deliver strong returns, but, there can be periods where it underperforms, sometimes...
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