Manulife Growth Opportunities
Fund Company Manulife Mutual Funds Fund Type Canadian Focused Small / Mid Cap Equity Rating B Style Growth Risk Level Medium – High Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Ted Whitehead since November 1998 MER 2.71% Code MMF 388 – Front End Units MMF 488 – DSC Units Minimum Investments $500 Analysis:Managed by Ted Whitehead, it invests primarily in...
Read MoreDynamic Strategic Yield Fund
Fund Company Dynamic Funds Fund Type Global Neutral Balanced Rating A Style Blend Risk Level Low – Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Oscar Belaiche since March 2009 Michael McHugh since March 2009 MER 2.30% Code DYN 1560 – Front End Units DYN 1562 – DSC Units Minimum Investment $500 Analysis: This is a relatively new balanced...
Read MoreFidelity Canadian Asset Allocation Fund
Fund Company Fidelity Investments Fund Type Canadian Equity Balanced Rating F Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Derek Young since March 2009 Geoff Stein since April 2011 MER 2.26% Code FID 281 – Front End Units FID 581 – DSC Units Minimum Investment $500 Analysis: This is a fund that I really want to like, but it just...
Read MoreDynamic Blue Chip Balanced Fund
Fund Company Dynamic Funds Fund Type Canadian Neutral Balanced Rating B Style Growth Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Adam Donsky since November 2009 Domenic Bellissimo since September 2012 MER 2.43% Code DYN 202 – Front End Units DYN 312 – DSC Units Minimum Investment $500 Analysis: This Dynamic offering is a pretty standard...
Read MoreCI Harbour Fund
Fund Company CI Investments Inc. Fund Type Canadian Focused Equity Rating D Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Stephen Jenkins since June 1997 MER 2.44% Code CIG 690 – Front End Units CIG 890 – DSC Units Minimum Investment $500 Analysis: Until December 2012, this fund had been managed by respected veteran, Gerry Coleman,...
Read MoreDynamic Canadian Dividend Fund
Fund Company Dynamic Funds Fund Type Canadian Dividend & Income Equity Rating F Style Value Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager David Fingold since October 2011 Don Simpson since December 2012 MER 2.42% Code DYN 1040 – Front End Units DYN 1250 – DSC Units Minimum Investment $500 Analysis: This is a fund that has undergone some...
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