Fidelity Canadian Large Cap Fund
If you have held this fund for the past quarter, you no doubt saw a pretty nice jump as it handily outpaced both the index and its peer group. This outperformance came from a couple of sources including its significant global equity exposure, which is currently just under 50%. Another source of return came from its significant holdings in both Shoppers Drug Mart, and Loblaws. Both of those names...
Read MoreTD Canadian Core Plus Bond Fund
During the quarter I replaced the TD Canadian Bond Fund with the TD Canadian Core Plus Bond Fund on my Recommended List of Funds. The reason that I made the move was that I believe that the Core Plus Bond is better positioned for the current and expected fixed income environment. About 70% of the Core Plus Bond is managed in a near identical fashion to the TD Canadian Bond Fund. This portion...
Read MoreRecommended List of Funds – June 2013
Please download the full report here. During the quarter, I made a number of changes to the list. They are: PH&N Short Term Bond & Mortgage Fund – With increased volatility in the fixed income markets likely from here on in, many investors may be looking to shorten the duration of their bond holdings. This is one of the best ways to do that. It invests in short term bonds with less...
Read MoreModel Portfolio Review – June 2013
With bond and equity markets ravaged by uncertainty, our portfolios’ streak of positive months ended in June, with all in the red for June. With bond yields skyrocketing, it was not surprising to see our fixed income heavy Conservative Portfolio sink by 1.6% in the month. While this is disappointing, thanks to a 1.2% gain in the Mackenzie Ivy Foreign Equity Fund, it managed to modestly outpace...
Read MoreSocially Responsible Investing Report – June 2013
With environmental and human rights concerns becoming more important to people, interest in the Socially Responsible Investing segment has never been stronger. In an effort to help keep investors and advisors informed on the SRI funds available, we have created our monthly Socially Responsible Investing Fund Report, which will be published on a monthly basis. You can download the June 2013...
Read MoreWRAP Funds Report – June 2013
Fund of Fund or WRAP funds have consistently led the mutual funds sales stats in the past few years. Investor and advisor interest in the products are at an all time high, given the unprecedented levels of market volatility and uncertainty that is prevalent in the markets today. To help you zero in on the best WRAP funds available, we have created our new Monthly WRAP Funds Report that will be...
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