Chou Bond Fund
Fund Company Chou Associates Management Inc. Fund Type Global Fixed Income Balanced Rating C Style Credit Analysis Risk Level High Load Status Front End RRSP/RRIF Suitability Poor TFSA Suitability Poor Manager Francis Chou since inception MER 1.45% Code CHO 400 Minimum Investment $5,000 Analysis: The Chou Bond Fund, like the other funds offered by Chou, is a bit hard to classify. This is nothing...
Read MoreMackenzie Ivy Foreign Equity Fund
The main reason that we like this fund is that it holds up well in volatile markets. Management has definitely been earning their keep of late, with the fund gaining 15.1% in the first half of 2013. With volatility expected to remain high for the next little while, this fund will continue to be at the top of our list for global equity picks.
Read MorePH&N Overseas Equity
It invests in a diversified portfolio of companies located outside of North America. The manager follows a value focused approach that looks to find companies that offer good value at their current prices. A typical company in the portfolio will what they believe to be industry leaders with strong management teams that have delivered high levels of profitability and earnings growth.
Read MoreFidelity Monthly Income Fund
Fund Company Fidelity Investments Canada Fund Type Canadian Neutral Balanced Rating A Style Value Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Geoff Stein since April 2011 Derek Young since September 2011 MER 2.09% Code FID 269 – Front End Units FID 569 – DSC Units Minimum Investment $500 Analysis: This high quality balanced fund has...
Read MoreCI Can-Am Small Cap Corporate Class
The team follows a relatively simple philosophy – find quality businesses trading at attractive valuations. To do this, they look for high quality companies with a demonstrated history of generating high returns on equity, and that have lower debt to equity and debt to cash flow ratios than the broader markets. They also like companies that pay a dividend to investors. The end result is a relatively concentrated portfolio holding 31 names. As of June 30, the top 10 stocks made up just under 45% of the portfolio.
Read MorePH&N Canadian Equity
Like other PH&N equity offerings, it follows the PH&N philosophy of “quality growth”. The managers look for companies that offer an attractive yield combined with strong management, high levels of profitability, a sound financial position, strong earnings and dividend growth. Valuation is also a key component to the process, since they don’t want to overpay.
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