Mutual Fund Updates

Sprott Enhanced Equity Class

Fund Company Sprott Asset Management Fund Type Canadian Focused Equity Rating Not Rated Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager John Wilson since April 2012 MER 2.44% Code SPR 430 – Front End Units SPR 433 – DSC Units Minimum Investment $1,000 Analysis: The Fund is managed using the basic premise that investors can win over the...

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Mawer Global Equity

Fund Company Mawer Investment Management Fund Type Global Equity Rating B Style Blend Risk Level Medium Load Status No Load RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Paul Moroz since October 2009 James Hall since October 2009 MER 1.45% Code MAW 120 – No Load Units Minimum Investment $5,000 Analysis: Managed by the team of Jim Hall and Paul Moroz, this go anywhere equity...

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CI Signature Global Income & Growth

Fund Company CI Investments Fund Type Global Neutral Balanced Rating B Style Blend Risk Level Low – Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Eric Bushell since February 2007 Geof Marshall since February 2007 John Shaw since February 2007 Scott Vali since February 2007 MER 2.47% Code CIG 2111 – Front End Units CIG 3111 – DSC Units Minimum...

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Cambridge Global Equity Corporate Class

Fund Company CI Investments Fund Type Global Equity Rating D Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Alan Radlo since December 2007 Brandon Snow since June 2011 Bob Swanson since January 2012 MER 2.46% Code CIG 2323 – Front End Units CIG 3323 – DSC Units Minimum Investment $500 Analysis: Managed by industry heavyweight Alan...

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Franklin Bissett Energy Fund

Fund Company Franklin Templeton Investments Corp. Fund Type Natural Resources Equity Rating A Style Blend Risk Level High Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Poor Manager Gary Aitken since June 2007 Les Stelmach since January 2011 MER 2.55% Code TML 3021 – Front End Units TML 3023 – DSC Units Minimum Investment $500 Analysis: Focusing on the energy sector, managers...

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TD Science & Technology Fund

Fund Company TD Asset Management Fund Type Miscellaneous – Sector Equity Rating A Style Growth Risk Level Medium – High Load Status No Load / Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager T. Rowe Price Associates since October 2008 MER 2.83% Code TDB 645 – No Load Units TDB 322 – Front End Units TDB 352 – DSC Units Minimum Investment $500 Analysis: One of the best...

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