Sentry Canadian Income Fund
Since the end of income trusts, this fund has morphed into a high yielding dividend income fund. Managed by Michael Simpson and Aubrey Hearn, the fund invests in a mix of large and mid cap income producing securities like common equity, fixed income and REITs.
Read MoreTD U.S. Mid Cap Growth Fund
Managed by the team of Brian Berghuis and John Wakeman, the TD U.S. Mid Cap Growth Fund seeks out well managed, medium sized companies operating in traditional growth industries. The focus is on those companies that have market caps of between $1 billion and $12 billion which have annual earnings growth rates of more than 12%. Companies must also be underpriced, relative to their growth prospects, before they are added to the portfolio. suitability.
Read MoreCI Signature Canadian Balanced Fund
The CI Signature Canadian Balanced fund has been managed by Eric Bushell and the Signature Global Advisor team since July 2002. The fund is managed using a top down approach which is used to set the overall asset mix and sector exposure of the fund, combined with a fundamentally driven, bottom up security selection process.
Read MoreBMO Monthly Income Fund
The BMO Monthly Income Fund is designed to provide investors with a monthly distribution while preserving the investor’s capital. The fund pays out a monthly distribution of $0.06 per unit, which works out to an annualized distribution yield of 9.4% at current prices. While the yield may be attractive, we do have questions as to its sustainability over the long term. The managers will have to earn a total return of more than 9.4% in order for there not to be an erosion of capital over the long term for those investors who are taking the distributions in cash.
Read MoreTD Dividend Growth Fund
Like other dividend funds, the TD Dividend Growth Fund seeks to provide a high level of after tax income and steady growth. To achieve this investment, the management team of Doug Warwick and Michael Lough screen the universe of dividend paying stocks and rank them based on a number of fundamental criteria which includes market cap, earnings growth, and dividend yield. Once the least desirable stocks have been weeded out, the team conducts a more detailed fundamental analysis on the remaining names.
Read MoreStandard Life International Equity Fund
This international equity fund focuses on large and midsized companies that are not listed on any North American stock exchanges. It is run by Standard Life’s internal portfolio management team and uses a number of proprietary research techniques including management interviews, industry conferences, site visits and a detailed fundamental analysis. The team researches and updates more than 2,000 companies which are then rated and ranked in terms of their opinion of quality as well performance outlook.
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