Ethical Global Equity
Fund Company NEI Investments Fund Type Global Equity Rating C Style Growth Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Manning Napier Advisors since April 2009 MER 2.71% Code NWT 069 – Front End Units NWT 169 – DSC Units Minimum Investment $500 Analysis: For some, investing is more than just making money. They want to know that they can make a...
Read MoreDynamic Blue Chip Equity Fund
Formerly known as the Dynamic Focus+ Equity Fund, this go anywhere equity fund is managed with the underlying philosophy that they are not simply investing in a stock, but are instead buying into a company. The manager looks for strong, well managed businesses with a demonstrated history of generating attractive returns on invested capital. They seek out high quality businesses that have pricing power and attractive growth opportunities. Valuation is also a key consideration as the they do not want to overpay.
Read MoreRBC Monthly Income
Fund Company RBC Global Asset Management Inc. Fund Type Canadian Neutral Balanced Rating B Style Blend Risk Level Medium Load Status No Load / Optional RRSP/RRIF Suitability N/A TFSA Suitability N/A Manager Jennifer McClelland since April 2007 Suzanne Gaynor since March 2008 MER 1.20% Code RBF 448 – No Load Units RBF 763 – Front End Units Minimum Investment $500 Analysis: At just under $9...
Read MoreBMO Global Dividend Class
Fund Company BMO Investments Inc. Fund Type Global Equity Rating D Style Blend Risk Level Medium Load Status No Load RRSP/RRIF Suitability Good TFSA Suitability Good Manager Sri Iyer since September 2012 Sam Baldwin since September 2012 Fiona Wilson since September 2012 MER 2.64% Code GGF 70211 Minimum Investment $500 Analysis: In September 2012, a new management team headed up by Sri...
Read MoreTrimark Income Growth Fund
In the past several months, this Canadian focused balanced fund has experienced some meaningful manager turnover. A year ago, it was announced that equity manager Don Simpson had been replaced by Clayton Zacharias. More recently, longtime bond manager Rex Chong left the firm for personal reasons. Looking at the net impact of these moves, we view it to be a modest positive.
Read MoreTD U.S. Small Cap Fund
Fund Company TD Mutual Funds Fund Type U.S. Small / Mid Cap Equity Rating A Style Growth Risk Level Medium High Load Status No Load / Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Gregory McCrickard since November 1997 John Wagner since January 2006 MER 2.56% Code TDB 653 – No Load Units TDB 827 – Front End Units TDB 837 – DSC Units Minimum Investment $500 Analysis:...
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