Fidelity Global Disciplined Equity
Fund Company Fidelity Investments Canada Fund Type Global Equity Rating F Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Poor TFSA Suitability Poor Manager Chandler Willett since October 2013 MER 2.43% Code FID 200 – Front End Units FID 500 – DSC Units Minimum Investment $500 Analysis: The most interesting aspect of this fund is that it is managed using a sector neutral...
Read MoreSteadyhand Equity Fund
Despite dropping nearly 2.5% in September, and another 5% in the first half of October, the Steadyhand Equity Fund is still up 6.7% on a year to date basis (as at October 15). This is well ahead of the pack. There are a number of reasons it has been able to hold up better than many of its peers. The first is the managers, CGOV, focus only on high quality companies that have sustainable business...
Read MoreTD Health Sciences
Fund Company TD Asset Management Inc. Fund Type Healthcare Equity Rating A Style Growth Risk Level Medium High Load Status No Load / Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Kris Jenner since January 2000 MER 2.83% Code TDB 976 – No Load Units TDB 320 – Front End Units TDB 350 – DSC Units Minimum Investment $500 Analysis: Since mid 2010 healthcare stocks have been on a...
Read MoreBissett Microcap Fund
Fund Company Franklin Templeton Investments Fund Type Canadian Small / Mid Cap Equity Rating A Style Small Cap Value Risk Level High Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Ralph Lindenblatt since September 2010 Richard Fortin since September 2010 MER 3.78% Code TML 207 – Front End Units TML 306 – DSC Units Minimum Investment $500 Analysis: This...
Read MoreNorrep Short Term Income Fund
Fund Company Norrep Funds Fund Type Miscellaneous – Income & Real Property Rating A Style High Yield Risk Level Low to Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Bill Holy since September 2011 MER 1.71% Code NRP 1101 Minimum Investment $5,000 Analysis: This is not your father’s short term income fund. While a more traditional short term bond fund...
Read MoreDynamic Dividend Advantage Fund
Looking at the underlying holdings of the dividend fund reinforces what a unique offering it is. Unlike most traditional dividend funds that are heavily weighted towards banks and energy, this Cecilia Mo managed fund has only 12% invested in financials, 5% in REITs, and 18% in energy. These are well below not only the benchmark, but the category average. While Ms. Mo has managed this fund since...
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