Sentry Small / Mid Cap Income Fund
Fund Company Sentry Investments Fund Type Canadian Small / Mid Cap Equity Rating A Style Mid-Cap Blend Risk Level Medium High Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Aubrey Hearn since July 2005 Michael Simpson since July 2005 MER 2.72% Code NCE 721 – Front End Units NCE 321 – DSC Units Minimum Investment $500 Analysis: This...
Read MoreFirst Asset REIT Income Fund
Fund Company First Asset Funds Fund Type Real Estate Equity Rating A Style Value Risk Level Medium to High Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Lee Goldman since June 2010 MER 2.50% Code FAF 5803 – Front End Units FAF 5800 – DSC Units Minimum Investment $500 Analysis: As an asset class, REITs were hit pretty hard during the “taper tantrum” in May of 2013,...
Read MorePowerShares Canadian Dividend Index
Fund Company Invesco Canada Fund Type Canadian Dividend & Income Equity Rating A Style Value Risk Level Medium Load Status Front End RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager PowerShares Management Team MER 1.82% Code AIM 44203 – Front End Units Minimum Investment $2,000 Analysis: Launched just over five years ago today, the PowerShares Canadian Dividend Index Fund...
Read MoreRenaissance Optimal Growth & Income Portfolio
Like the highly regarded Renaissance Optimal Income Portfolio, this invests in a number of other funds offered by CIBC’s Renaissance brand. It is like a traditional 60/40 balanced portfolio. Within the fixed income sleeve, it provides exposure to not only traditional bonds, but also high yield, floating rate notes, and global bonds. The equity component is income focused, with the Renaissance...
Read MoreMackenzie Ivy Foreign Equity
When the global equity markets get rocky, this is the fund you’ll want to own. When markets are falling, this concentrated global offering has historically held up better than most. For example, in 2008 when the average fund was down 30%, it was down only 6.7%, and in 2011, the average fund was down 6.7%, yet this fund was higher by 3.2%. The tradeoff, of course, is that you will lag behind in a...
Read MoreFranklin U.S. Rising Dividends Fund
Of the U.S. equity funds available, there are none better at protecting capital in down markets than this one. While most other U.S. equity funds tend to fall more than the S&P 500, this gem has only fallen between 60% and 70% of the broader market. Even in 2008 when the S&P was off by nearly 30%, this fund was only down 11%. A drawback is that it will lag when markets are rising. But if...
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