Dynamic Power Balanced Fund
Fund Company Dynamic Funds Fund Type Canadian Neutral Balanced Rating C Style Growth Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Alex Lane since May 2013 Michael McHugh since July 1998 MER 2.13% Code DYN 001 – Front End Units DYN 701 – DSC Units Minimum Investment $500 Analysis: Alex Lane took over the management of the equity portion of this...
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Fund Company Aston Hill Financial Fund Type Global Neutral Balanced Rating A Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Andrew Hamlin since September 2010 Vivian Lo since November 2011 MER 2.54% Code AHF 400 – Front End Units AHF 420 – Low Load Units Minimum Investment $500 Analysis: Managed by the team of Andrew Hamlin and Vivian...
Read MoreTempleton Global Balanced Fund
Fund Company Franklin Templeton Investments Fund Type Global Neutral Balanced Rating B Style Value Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Lisa Myers since December 2005 Michael Hasenstab since August 2006 MER 2.48% Code TML 3240 – Front End Units TML 3242 – DSC Units Minimum Investment $500 Analysis: This fund really struggled in...
Read MoreManulife Global Equity Class
Fund Company Manulife Mutual Funds Fund Type Global Equity Rating A Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Paul Moroz since November 2009 James Hall since November 2009 MER 2.75% Code MMF 4506 – Front End Units MMF 4406 – DSC Units Minimum Investment $500 Analysis: This Manulife offering is a virtual copy of the...
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Fund Company Manulife Mutual Funds Fund Type Canadian Neutral Balanced Rating D Style Blend Risk Level Low – Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Alan Wicks since September 1997 Tom Popper since September 1997 MER 2.12% Code MMF 383 – Front End Units MMF 583 – DSC Units Minimum Investment $500 Analysis: Managed by the team of Alan Wicks and...
Read MoreFidelity Northstar Fund
Fund Company Fidelity Investments Fund Type Global Small / Mid Cap Equity Rating F Style Value Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Daniel Dupont since October 2011 Joel Tillinghast since January 2012 MER 2.38% Code FID 253 – Front End Units FID 553 – DSC Units Minimum Investment $500 Analysis:After struggling to find their footing with...
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