AGF Emerging Markets
Fund Company AGF Investments Fund Type Emerging Markets Equity Rating B Style Blend Risk Level Medium High Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Stephen Way since May 2012 Alpha Ba since May 2012 MER 3.11% Code AGF 791 – Front End Units AGF 691 – DSC Units Minimum Investment $500 Analysis: Until the May 2012 departure of manager Patricia Perez-Coutts, this...
Read MoreBeutel Goodman American Equity Fund
Fund Company Beutel Goodman & Company Ltd. Fund Type U.S. Equity Rating D Style Blend Risk Level Medium Load Status No Load RRSP/RRIF Suitability Good TFSA Suitability Good Manager Gavin Ivory since February 2006Glenn Fortin since June 1997 MER 1.47% Code BTG 774 – No Load Units Minimum Investment $5,000 Analysis:The Beutel Goodman American Equity Fund is managed using a highly disciplined,...
Read MoreMawer Balanced Fund
Fund Company Mawer Investment Management Fund Type Global Neutral Balanced Rating A Style Blend Risk Level Low – Medium Load Status No Load RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Greg Peterson since June 2006 MER 0.95% Code MAW 104 – Front End Units Minimum Investment $5,000 Analysis: In a recent article, I picked the Mawer Balanced Fund (MAW 104) as the fund I...
Read MoreMawer Tax Effective Balanced Fund
This fund used to be known as the Mawer Canadian Diversified Investment Fund, until its name change midway through 2012. Under the new name, it has the objective of achieving a long term, value added total return on both a pre-tax and after tax basis. It invests in a mix of large and small cap stocks, bonds and cash.
Read MoreAGF Inflation Focus Fund
In May of last year, AGF launched this very interesting balanced fund that is designed to mitigate the impact of inflation. To do this, it invests in an actively managed basket of AGF funds with underlying exposure to inflation adjusted fixed income and resource and commodity stocks. The target asset mix is set at 60% AGF Inflation Plus Bond Fund, 20% AGF Global Resources Class, and 20% AGF Precious Metals Fund. At November 30, it was underweight both bonds and precious metals, with an overweight to resources.
Read MoreMackenzie Canadian Large Cap Dividend Fund
Fund Company Mackenzie Financial Corporation Fund Type Canadian Dividend and Income Equity Rating C Style Value Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Hovig Moushian since December 2013 Darren McKiernan since December 2013 MER 2.50% Code MFC 1531 – Front End Units MFC 1630 – DSC Units Minimum Investment $500 Analysis: A few...
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