Mackenzie Universal Emerging Markets Class
Austin Forey of JP Morgan has managed this fund since September 2005 using a growth focused, bottom up approach. He favours high quality companies with strong balance sheets, have the ability to create sustainable value, and are trading at a valuation level that is reasonable based on its growth prospects.
Read MoreCIBC Monthly Income Fund
On January 18, 2013, it was announced that long serving manager David Graham was stepping down from his portfolio manager duties because of illness. He was replaced by Colum McKinley who has been with the firm since May 2010 and has been managing money since 1999. Craig Jerusalim, who has worked closely with David Graham since 2007, remains on the fund.
Read MoreFidelity Canadian Large Cap Fund
Managed by Daniel Dupont since March 2011, this Canadian focused equity fund has been one of our favourites. It is managed using a bottom up, fundamentally driven, value focused stock selection process. Mr. Dupont is looking to buy strong, well managed companies that have unrealized growth potential that are trading at a significant discount. An ideal investment candidate has a sustainable business model and is expected to deliver high return on capital. The upside potential is carefully considered with the downside risk.
Read MoreFidelity American Disciplined Equity Fund
This is a U.S. equity fund that is managed using a “sector neutral approach”. The managers will keep the broader sector mix roughly in line with the S&P 500, but will use Pyramis U.S. research capability to find what they believe to be the best investment opportunities. The fund’s manager Young Chin oversees the Pyramis U.S. equity research team who contribute the ideas to the fund.
Read MoreSteadyhand Small Cap Equity Fund
As the name suggests, the Steadyhand Small Cap Equity Fund invests in a portfolio of small and mid cap companies. Manager Wil Wutherich uses a bottom up, growth tilted approach to build a concentrated portfolio that looks nothing like the fund’s index. When he invests, he doesn’t feel that he is simply buying a stock. Instead, he believes he is buying a company.
Read MoreSteadyhand Income Fund
Let’s just cut right to the chase. We like this fund – a lot! Looking under the hood, it is not hard to see why. It offers investors a good alternative to a traditional bond fund with its target asset mix of 75% bonds and 25% high yielding dividend paying stocks and REITs. As of December 31, it was 69% in bonds, 23% in equity and 8% in REITs.
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