O’Leary Canadian Dividend Fund
Fund Company O’Leary Funds Management Fund Type Canadian Dividend & Income Equity Rating C Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Connor O’Brien since December 2009 MER 1.73% Code OLF 301 – Front End Units OLF 331 – Low Load Units Minimum Investment $1,000 Analysis: Managed by Connor O’Brien and Steve DiGregorio of Stanton...
Read MoreBeutel Goodman Balanced Fund
Fund Company Beutel, Goodman & Company Ltd. Fund Type Canadian Equity Balanced Rating F Style Value Risk Level Low – Medium Load Status Front End RRSP/RRIF Suitability Good TFSA Suitability Good Manager Mark Thomson since September 2009 Bruce Corneil since May 1994 Gavin Ivory since February 2006 MER 1.21% Code BTG 772 – Front End Units Minimum Investment $5,000 Analysis:This equity...
Read MoreSentry Conservative Balanced Income Fund
Fund Company Sentry Investments Fund Type Canadian Neutral Balanced Rating A Style Mid Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Michael Simpson since January 2012 James Dutkiewicz since May 2012 MER 2.25% Code NCE 734 – Front End Units NCE 334 – DSC Units Minimum Investment $500 Analysis: It’s been just over two years...
Read MoreMawer Global Small Cap Fund
Fund Company Mawer Investment Management Fund Type Global Small / Mid Cap Equity Rating A Style Blend Risk Level Medium Load Status No Load RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Paul Moroz since October 2007 MER 1.78% Code MAW 150 – No Load Units Minimum Investment $5,000 Analysis: Despite being one of the new kids on the block at Mawer, this global small cap fund...
Read MoreManulife Strategic Income Fund
Fund Company Manulife Mutual Funds Fund Type Global Fixed Income Rating B Style Tactical Risk Level Low – Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Dan Janis since August 2010 Tom Goggins since August 2010 MER 2.06% Code MMF 559 – Front End Units MMF 459 – DSC Units Minimum Investment $500 Analysis: Because of the very active way that this fund is...
Read MoreInvesco Select Canadian Equity
Fund Company Invesco Canada Ltd. Fund Type Canadian Focused Equity Rating D Style Value Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Ian Hardacre since December 2013 Rachel Volynsky since August 2010 MER 2.61% Code AIM 1583 – Front End Units AIM 1581 – DSC Units Minimum Investment $500 Analysis: This Canadian focused equity fund follows the same...
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