Scotia Canadian Tactical Asset Allocation Fund
Fund Company Scotia Asset Management Fund Type Tactical Balanced Rating C Style Blend Risk Level Medium Load Status No Load / Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Larry Lunn since January 2004 MER 2.07% Investor Series, 2.61% Advisor Series Code BNS 371 – No Load Units BNS 771 – Front End Units BNS 971 – DSC Units Minimum Investment $1,000 Analysis: Using an...
Read MorePH&N Balanced Fund
Fund Company Phillips, Hager & North Investment Management Fund Type Canadian Neutral Balanced Rating D Style Blend Risk Level Medium Load Status No Load / Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager PH&N Management Team MER 0.90% – Series D 2.03% – Advisor Series Code PHN 350 – No Load Units PHN 6350 – Front End Units PHN 4350 – Low Load Units Minimum...
Read MoreTempleton Global Smaller Companies
Martin Cobb took over the management duties of this fund in March 2011 after longtime manager Brad Radin left the firm. In managing the fund, they follow a multi step, bottom up, value focused process that looks to identify undervalued companies that have a market cap of less than $2.5 billion.
Read MoreAston Hill Growth & Income Fund
The Aston Hill Growth & Income Fund is listed as an alternative strategies fund, but is actually a traditional mutual fund. In reality, it’s more a global neutral balanced fund that can engage in a bit of shorting and derivatives, which gives it that alternative strategies flavour.
Read MoreEthical Special Equity Fund
This Canadian small / mid cap equity fund has been managed by the team of Ian Cooke and Joe Jugovic at QV Investors since 2005. The QV in the name stands for quality and value, which is how they evaluate stocks.
Read MoreDynamic Global Infrastructure Fund
It invests in publicly traded companies that hold infrastructure assets directly or are involved in the building or maintenance of these assets. The fund has a go anywhere mandate and can invest in companies of any size. Canadian equities are the biggest component, making up 37% of the fund, followed by U.S. equities at 27% and Global at 23%. It holds 14% cash. Not surprisingly, utilities and energy infrastructure sectors are the biggest components, making up more than 60%. The portfolio is fairly concentrated, holding about 35 names with the top ten making up just under 40% of the fund.
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