Dynamic Power American Growth Fund
Fund Company Dynamic Funds Fund Type U.S. Equity Rating B Style Large Cap Growth Risk Level High Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Noah Blackstein since July 1998 MER 2.46% Code DYN 004 – Front End Units DYN 704 – DSC Units Minimum Investment $500 Analysis: Like most of the other funds under the Power banner, this is not for the faint of heart. Manager...
Read MoreSentry Canadian Income Fund
Fund Company Sentry Investments Fund Type Canadian Dividend & Income Equity Rating A Style Large Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Michael Simpson since February 2002 Aubrey Hearn since January 2012 MER 2.67% Code NCE 717 – Front End Units NCE 317 – DSC Units Minimum Investment $500 Analysis: Managed by the...
Read MoreMawer International Equity Fund
Fund Company Mawer Investment Management Fund Type International Equity Rating B Style Large Cap Blend Risk Level Medium Load Status No Load RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager David Ragan since November 2007 Jim Hall since March 2010 MER 1.49% Code TDB 645 – No Load Units Minimum Investment $5,000 Analysis: This has been one of the “go to” international equity...
Read MoreMawer Balanced Fund
In January, I had named this the one fund to own for 2014, and I’m adding it to the list of those funds I believe will be strong performers in the second half of the year. So far this year, it’s done well, gaining 6.5%. But where this fund really shines is over the long term with performance numbers that leave its peers in the dust. To achieve this, the fund invests in other funds that are...
Read MoreMackenzie Ivy Foreign Equity Fund
This is another one of my favourite global equity funds, particularly for periods of higher than normal volatility. When volatility returns, and mark my words, it will, this is the global equity fund you will want to be holding. In a down market, it holds up significantly better than other global equity offerings. For example, in 2008 when the average fund was down 30%, it was down only 6.7%,...
Read MoreMackenzie Ivy Canadian Fund
Like all Ivy branded funds, the Canadian equity offering is well regarded for its ability to withstand market selloffs better than most. It used to be the biggest knock on this fund was that you would be left way behind when equity markets were rallying. That still holdstosomeextent, but it is much better than it used to be. If I look at its upside capture ratio, which measures how well a fund...
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