Renaissance Global Health Care Fund
In October of this year, it was announced that long serving manager, Ed Owens was retiring at the end of 2012. When Mr. Owens finally steps aside after 38 years in the investment business, he will be handing the reins of the fund over to Jean Hynes, who has co-managed the fund for a number of years. She will continue to be supported by Wellington’s team of health care investment professionals that includes four global industry analysts, most of whom have been working on the fund for the past 12 years.
Read MoreFidelity Canadian Disciplined Equity
This fund follows a very interesting idea where it is designed to replicate the sector weightings of the S&P/TSX Composite Index, yet at the same time allowing the managers to use active stock selection to add additional return for investors. Despite its resemblance to the index from a sector point of view, it is much different at the security level.
Read MoreAGF Global Dividend Fund
Managed by the team of Stephen Way and Thierry Jannini, the AGF Global Dividend Fund incorporates a top down country allocation framework and a bottom up fundamental security selection process to find high quality, dividend paying stocks around the world. Like many of the AGF managed funds, this one uses the Economic Value Added (EVA) growth approach that looks for companies that have a demonstrated history of generating an excess return on their invested capital.
Read MoreBrandes Sionna Canadian Equity Fund
This large cap focused offering is managed by Sionna Investment Managers, a firm that was founded by veteran manager Kim Shannon back in 2002. Sionna operates under the philosophy that over time, human nature will result in investors overestimating and underestimating the true value of stocks. They believe that this mispricing will create strong investment opportunities because stock prices will eventually revert to their intrinsic values over time.
Read MoreCI Canadian Dividend Growth Fund
Until recently, this Canadian dividend fund was known as the Castlerock Canadian Dividend Growth Fund. Managed by the team at Regina based Greystone Managed Investments, the fund invests in a concentrated portfolio of dividend paying stocks. While the focus is on Canada, it has the flexibility to look beyond our borders for interesting investment opportunities. As of October 31, the fund was 100% invested in Canada.
Read MorePH&N Community Values Balanced Fund
For a number of people, socially responsible investing is a great way to help make the world a better place. There are a number of fund options that help investors do this. One such fund is the PH&N Community Values Balanced Fund. It invests in three other PH&N Community Values branded fund. As of October 31, it held 35% in the PH&N Community Values Canadian Equity Fund, 34% in the PH&N Community Values Bond Fund and 27% in the PH&N Community Values Global Equity Fund.
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