TD Monthly Income Fund
Fund Company TD Asset Management Fund Type Canadian Equity Balanced Rating C Style Large Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Doug Warwick since June 1998 Michael Lough since July 2005 MER 1.47% Fund Code TDB 622 – No Load Units TDB 821 – Front End Units Minimum Investment $500 Analysis: There are definitely more than a few things to like about...
Read MoreBMO Monthly High Income II
Fund Company BMO Investments Fund Type Cdn Dividend & Income Equity Rating A Style Large Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Kevin Hall since October 2002 Michelle Robitaille since Jun 03 MER 2.37% Fund Code GGF 619 – Front End Units GGF 260 – DSC Units Minimum Investment $500 Analysis: This, along with the Sentry Canadian Income Fund have...
Read MoreSentry Canadian Income Fund
It’s pretty tough not to be impressed by a fund that has outpaced the broader equity markets by delivering an annualized five year return of more than 17%, and doing so with two thirds the volatility of the index. Managers Michael Simpson and Aubrey Hearn look for well-managed, high yielding equity names that have the ability to deliver strong and growing cash flows. The portfolio will typically...
Read MoreManulife Strategic Income Fund
I really hate that this is categorized as a high yield bond fund, because it really understates the quality of the fund, its management, and its risk reward profile. In reality, it is more of an opportunistic go anywhere bond fund that invests across multiple fixed income sectors such as global government bonds, investment grade bonds, high yield, and emerging market debt. In addition, the...
Read MoreCI Signature Canadian Balanced Fund
It’s not that this is a bad fund. Far from it. It has a great management team at the helm. It is also managed using a disciplined, repeatable process that incorporates a top down analysis to deter-mine the overall asset mix, with fundamentally driven, bottom up security selection. At the end of June, more than 70% was invested equities, making it one of the more aggressively positioned balanced...
Read MoreCI Signature High Income
When I think of best in class balanced funds this one is usually at the top of my list. Managed by the Signature team at CI, it has consistently been one of the strongest performers in the category, yet at the same time has tended to be one of the least volatile. For the three years ending June 30, it gained an annualized 9.3%, handily outpacing its benchmark and peer group. The portfolio is a...
Read More