Jarislowsky Fraser Select Canadian Equity
Fund Company Jarislowsky Fraser Ltd. Fund Type Canadian Focused Equity Rating B Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Margot Ritchie since October 2010 Helen Beck since November 2012 Charles Nadim since November 2012 MER 2.16% Code NBC 3402 – Front End Units NBC 3602 – Low Load Units Minimum Investment $500 Analysis: With...
Read MoreSteadyhand Small Cap Equity Fund
Fund Company Steadyhand Investment Funds Inc. Fund Type Canadian Focused Small Mid Cap Equity Rating A Style Blend Risk Level Medium Load Status No Load RRSP/RRIF Suitability Excellent TFSA Suitability Good Manager Wil Wutherich since February 2007 MER 1.78% Code SIF 150 – No Load Units Minimum Investment $10,000 Analysis: This small cap offering from Steadyhand is definitely worth taking a...
Read MoreFranklin Bissett Dividend Income
Fund Company Franklin Templeton Investments Fund Type Canadian Equity Balanced Rating A Style Growth at a Reasonable Price Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Ryan Crowther since June 2011 Les Stelmach since December 2012 MER 2.39% Code TML 203 – Front End Units TML 303 – DSC Units Minimum Investment $500 Analysis: Managed...
Read MoreIA Clarington Canadian Small Cap Fund
Fund Company IA Clarington Investments Inc. Fund Type Canadian Small / Mid Cap Equity Rating A Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Joe Jugovic since March 2007 Ian Cooke since November 2008 MER 2.94% Code CCM 520 – Front End Units CCM 521 – DSC Units Minimum Investment $500 Analysis: I have to admit that I have...
Read MoreBrandes Global Small Cap Fund
Fund Company Bridgehouse Asset Managers Fund Type Global Small / Mid Cap Equity Rating B Style Small Cap Value Risk Level High Load Status Optional RRSP/RRIF Suitability Good Manager Brandes Management Team MER 2.71% Fund Code BIP 152 – Front End Units BIP 252 – DSC Units Minimum Investment $500 Analysis: This deep value small cap offering from Brandes continues to be one of my...
Read MoreManulife World Investment Class
Fund Company Manulife Mutual Funds Fund Type International Equity Rating B Style Large Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager David Ragan since Nov 2007 Jim Hall since March 2010 MER 2.61% Fund Code MMF 8521 – Front End Units MMF 8421 – DSC Units Minimum Investment $500 Analysis: The Mawer International Equity Fund has been one of the best...
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