TD Canadian Small Cap Equity Fund
Fund Company TD Asset Management Fund Type Canadian Small / Mid Cap Equity Rating A Style Growth Risk Level Medium High Load Status No Load / Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Gord MacDougall since October 2005 Gary Baker since October 2005 MER 2.54% Code TDB 628 – No Load Units TDB 825 – Front End Units TDB 835 – DSC Units Minimum Investment $500 Analysis: Small...
Read MoreAGF Canadian Asset Allocation Fund
Fund Company AGF Investments Fund Type Canadian Neutral Balanced Rating F Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Michael White since January 2010 Brian Madden since November 2013 MER 2.70% Code AGF 280 – Front End Units AGF 980 – DSC Units Minimum Investment $500 Analysis: With roots dating back to 1931, this is one of Canada’s...
Read MoreInvesco International Growth Class
Fund Company Invesco Canada Ltd. Fund Type International Equity Rating B Style Large Cap Growth Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Clas Olsson since July 2000 Jason Holzer since July 2000 MER 2.94% Code AIM 633 – Front End Units AIM 631 – DSC Units Minimum Investment $500 Analysis: This non-north American equity fund is managed by Clas...
Read MoreNEI Ethical Global Dividend
This go anywhere fund managed by KC Parker of Beutel Goodman looks for high quality, profitable companies that generate high levels of free cash flow that is either reinvested back into the business, or returned to shareholders through share buybacks or a dividends. Ethical is a very active shareholder and encourages companies to improve their environmental, social and governance practices...
Read MoreNEI Ethical Special Equity Fund
Managed by Joe Jugovic and Ian Cooke of Calgary based QV Investors, this small cap fund is virtually identical to the IA Clarington Canadian Small Cap Fund. The biggest difference between the two is the management team submits investment ideas to Ethical Funds who put the prospective company through their rigorous environmental, social and governance screens. Assuming it passes, it is allowed...
Read MoreNEI Ethical Canadian Equity Fund
Being one of the largest equity focused SRI funds in Canada, it is also one of the more attractive offerings. It is managed by Calgary based QV Investors who invest in companies with above average returns on equity capital, but whose shares trade below market valuations. Performance has been strong, with a three year gain of 8.4%, handily outpacing both the index and its competition. Volatility...
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