RBC O’Shaughnessy Canadian Equity
Fund Company RBC Global Asset Management Fund Type Canadian Focused Equity Rating A Style Value Risk Level Medium Load Status No Load / Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager James O’Shaughnessy since November 1997 MER 1.55% Code RBF 550 – No Load Units RBF 775 – Front End Units RBF 128 – Low Load Units Minimum Investment $500 Analysis: Like the other...
Read MoreFidelity Income Allocation Fund
Fund Company Fidelity Investments Canada Fund Type Canadian Fixed Income Balanced Rating A Style Tactical Asset Allocation Risk Level Low – Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Geoff Stein since May 2011 Derek Young since May2011 MER 1.77% Code FID 294 – Front End Units FID 594 – DSC Units Minimum Investment $500 Analysis:Today, this is a...
Read MoreFront Street Special Opportunities Fund
Fund Company Front Street Capital Fund Type Natural Resources Equity Rating B Style Growth Risk Level Very High Load Status Optional RRSP/RRIF Suitability Poor TFSA Suitability Poor Manager Normand Lamarche since August 1999 MER 3.03% Code FSC 451 – Front End Units FSC 450 – Low Load Units Minimum Investment $500 Analysis: Managed by respected veteran manager Norm Lamanch, this fund currently...
Read MoreGBC Canadian Bond
Fund Company Pembroke Private Wealth Management Fund Type Canadian Fixed Income Rating A Style Bottom up Credit Analysis Risk Level Low Load Status No Load RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Canso Investment Management MER 1.00% Code GBC 896 – No Load Units Minimum Investment $10,000 Analysis: With a modest MER and an experience management team at the helm, the GBC Canadian...
Read MoreRBC North American Value Fund
Fund Company RBC Global Asset Management Fund Type Canadian Focused Equity Rating A Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Stuart Kedwell since May 2005 Doug Raymond since May 2005 MER 2.11% Code RBF 554 – No Load Units RBF 766 – Front End Units RBF 857 – DSC Units Minimum Investment $500 Analysis:The team of Stuart...
Read MoreAGF American Growth Class
Fund Company AGF Investments Inc. Fund Type U.S. Equity Rating B Style Growth Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Tony Genua since January 2005 MER 2.70% Code AGF 201 – Front End Units AGF 931 – DSC Units Minimum Investment $500 Analysis: This growth focused U.S. equity fund is managed by industry veteran Tony Genua. His process uses a...
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