Cundill Recovery Fund
Q – What is your opinion of the Cundill Recovery Fund? A – The timing of this question couldn’t be better, given that elsewhere in this edition we highlighted the new IA Clarington Sarbit Activist Opportunities Class. This fund is in a similar space in that it has the mandate to invest in companies that are undergoing some sort of recovery situation such as reorganization,...
Read MoreCI Signature Dividend Fund
Fund Company CI Investments Inc. Fund Type Canadian Dividend and Income Equity Rating B Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Eric Bushell since October 1999 John Hadwen since October 1999 John Shaw since October 1999 MER 1.88% Code CIG 610 – Front End Units CIG 810 – DSC Units Minimum Investment $500 Analysis: With its...
Read MoreCI Signature Canadian Resource Fund
Fund Company CI Investments Inc. Fund Type Natural Resources Equity Rating D Style Growth Risk Level High Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Scott Vali since January 2006 MER 2.41% Code CIG 611 – Front End Units CIG 811 – DSC Units Minimum Investment $500 Analysis: With uncertainty over China and continued economic woes in Europe weighing on...
Read MoreBMO Diversified Income Portfolio
This Canadian balanced fund is designed to provide investors with a fixed monthly distribution and invests in a diversified portfolio of Canadian and international bonds and equities. Currently, it is tilted towards equities, holding 26% in bonds and 5% in cash, with the balance invested in equities. Canadian equities are 31% of the fund, with the balance invested abroad.
Read MoreBeutel Goodman Canadian Dividend Fund
Fund Company Beutel Goodman Company Ltd. Fund Type Canadian Dividend & Income Equity Rating B Style Blend Risk Level Medium Load Status Front End RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Stephen Arpin since November 2005 Mark Thomson since May 2007 MER 1.50% Code BTG 875 – Front End Units Minimum Investment $5,000 Analysis: For investors looking for a well...
Read MoreBonaVista Global Balanced Fund
Fund Company Phillips, Hager & North Investment Management Fund Type Canadian Equity Balanced Rating C Style Blend Risk Level Medium Load Status No Load / Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Terry Bacinello since June 2006 MER 1.33% Code PHN 800 – No Load Units PHN 6800 – Front End Units PHN 4800 – Low Load Units Minimum Investment $5,000 Analysis: With...
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