Mawer Canadian Equity Fund
Below average volatility, strong returns and a low MER make the Mawer Canadian Equity Fund one of our favourites in the category. Managed by the team of Jim Hall and Vijay Viswanathan, it looks for well known businesses that are trading below their true worth. The fund’s modest asset level of $975 million allows it some flexibility to go off the beaten path and look for companies which can compound their capital at a high rate for a number of years.
Read MoreManulife Strategic Income Fund
Interest rates are hovering near historic lows and will eventually begin moving higher. Before this happens, investors should take steps to protect themselves against this inevitability by shortening duration, increasing yield and investing in actively managed funds where the manager can be tactical in navigating the fixed income markets. The Manulife Strategic Income is one fund that can help investors do just that.
Read MoreMackenzie Ivy Foreign Equity Fund
With market volatility expected to remain high for the next few quarters, risk adverse investors may want to consider adding some of the Ivy Foreign Equity Fund into their portfolios as a core global equity holding. Capital preservation is hallmark with this fund as it looks to provide long-term growth through investing in a concentrated portfolio of high quality companies.
Read MoreOMEGA Consensus International Equity Fund
The Omega Consensus International Equity Fund is an interesting fund that looks to identify the top 50 stocks that are ranked on a number of factors that are used by some of the most successful investors of all time including Warren Buffett, Peter Lynch, Ben Graham, and Martin Zweig. Each of the managers uses a different style and approach and bases their investment decisions on different criteria.
Read MoreEthical Global Dividend Fund
Fund Company NEI Investments Fund Type Global Equity Rating $$$ Style Value Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager KC Parker since November 2007 MER 2.10% Code NWT 084 – Front End Units NWT 184 – Low Load Units Minimum Investment $500 Analysis: For some investors, building a portfolio involves more than just earning a decent return on...
Read MoreEdgePoint Canadian Growth and Income Portfolio
EdgePoint Wealth Management, an upstart fund company that was founded by former Trimark managers Tye Bousada and Geoff MacDonald, has been met with strong success, garnering more than $2 billion in client assets since their 2008 launch. The EdgePoint Canadian Growth & Income Portfolio is the firm’s Canadian balanced offering has grown to nearly half a billion in assets.
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