Recommended List – June 2012
Please download the full report here During the quarter, there were a number of changes to the Recommended List. The changes are: Additions RBC Global Corporate Bond – We like this fund for a number of reasons. First, it is expected that corporate bonds will outperform governments when rates move higher. This fund invests exclusively in corporate bonds. Second, the duration is shorter than...
Read MoreRecommended List – March 2012
Please download the full report here. During the first quarter, there were a number of changes to the Recommended List. The changes which occurred are: AGF Canadian Small Cap Fund – We removed the AGF Canadian Small Cap Fund from our Recommend List during the quarter. We added the fund to our Recommended List in December 2009 and we were rewarded with strong performance in 2010. The fund...
Read MoreRecommended List – December 2011
During the fourth quarter, we made a number of changes to the Recommended List. Two funds were added to our list, one fund was removed, three funds were placed UNDER REVIEW, and one fund which had previously been placed UNDER REVIEW was fully reinstated to the list.
Read MoreRecommended List – September 2011
During the third quarter, we made a number of changes to our Recommended List of Funds. Five funds were removed from our list, while three new funds were added.
Read MoreRecommended List – June 2011
During the second quarter, there were no additions or deletions to any of the funds on our Recommended List. All Funds which were UNDER REVIEW at the end of the first quarter remain UNDER REVIEW.
Read MoreRecommended List – March 2011
During the quarter, there were no additions or deletions to our Recommended List of Funds. We placed two funds UNDER REVIEW as a result of portfolio manager departures.
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