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Manulife Dividend Income Fund
Fund Company Manulife Mutual Funds Fund Type Cdn Dividend & Equity Income Rating A Style All Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Alan Wicks since March 2012 Conrad Dabiet since March ’12 MER 2.33% Fund Code MMF 4529 – Front End Units MMF 4429 – DSC Units Minimum Investment $500 Analysis: While the retail version of this fund is relatively new, it has been operating as an institutional mandate since June 2004. The goal is to build a portfolio of businesses that are creating value at a pace...
read moreBMO Monthly Dividend Fund
Preferred shares, which make up more than 60% of this fund, are often thought of as having a high degree of interest rate sensitivity. Like bonds, the price of preferreds tend to move in the opposite direction of interest rates. So when the Bank of Canada Governor Stephen Poloz shocked the markets by cutting the Bank’s key overnight lending rate by 25 basis points, most people assumed that would be a good thing for this fund. Unfortunately they were wrong. The fund lost 2.67% in the quarter, largely for two reasons, first, its preferred...
read moreRedwood Emerging Markets Dividend Fund
When you think about the emerging markets, you generally think high risk, volatile investments. Typically, that’s the case, but the Redwood Emerging Markets Dividend Fund is a fund that may get you to rethink that. What makes this fund so different is the fact that it focuses on dividend paying companies in the emerging markets that have the potential to not only maintain, but also grow their dividends. With this focus, you get a portfolio of higher quality companies and a less volatile return stream than more traditional EM funds. To find...
read moreRenaissance Optimal Income Portfolio
Despite being made up of a mix of largely middle of the road funds, the fund of fund continues to offer investors strong risk adjusted returns and cash flow, all at a reasonable price. TheportfolioisafairlystaticmixofRenaissance offered funds. Thetargetassetmixis 60% fixed income and 40% high yielding equities. This stays consistent, with turnover averaging less than 2% a year for the past five years. Performance has been excellent, gaining an annualized 7.6% for the past five years, outpacing a blended benchmark (40% S&P/TSX, 60%...
read moreManulife Global Infrastructure Fund
Fund Company Manulife Mutual Funds Fund Type Global Equity Rating B Style Large Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Craig Noble since May 2008 MER 2.80% Fund Code MMF 8584 ? Front End Units MMF 8484 ? DSC Units Minimum Investment $500 Minimum Investment $500 Analysis: Over the past decade, many large pension funds have been making significant investments in infrastructure projects to help better diversify their portfolios, reduce the risk of capital losses and in many cases, hedge against...
read moreBissett U.S. Focus Corporate Class
Fund Company Franklin Templeton Investments Fund Type U.S. Equity Rating B Style Value Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Gary Aitken since March 2008 Jason Hornett since Nov. 2008 MER 2.73% Fund Code TML 3230 ? Front End Units Minimum Investment $500 Minimum Investment $500 Analysis: One of the most difficult things for any investor to do with any level of consistency is to outperform the S&P 500. Many try, and many fail. There are however a few funds that can come pretty close at times, and...
read moreDynamic Equity Income Fund
Fund Company Dynamic Funds Fund Type Cdn Dividend & Income Equity Rating A Style Large Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Oscar Belaiche since July 2001 Jason Gibbs since January 2015 MER 2.13% Fund Code DYN 029 ? Front End Units DYN 729 ? DSC Units Minimum Investment $500 Analysis: Managed by Oscar Belaiche and Jason Gibbs, this former income trust fund invests in a diversified portfolio of high yielding equity investments like dividend paying common equity and REITs. Using a process...
read moreJarislowsky Fraser Select Income Fund
Fund Company Jarislowsky Fraser Ltd. Fund Type Cdn Fixed Income Balanced Rating A Style Large Cap Blend Risk Level Low ? Medium Load Status Optional RRSP/RRIF Suitability Excellent Manager Chris Kresic since Oct. 2010 Charles Nadim since Nov. 2012 MER 1.70% Fund Code NBC 3400 ? Front End Units NBC 3600 ? Low Load Units Minimum Investment $500 Analysis: With bond yields in Canada expected to remain lower for longer than many had expected, investors need to take a more diversified approach to find reasonable levels of income. This...
read moreTD Retirement Portfolios
With market volatility on the upswing, many are looking at new ways to help reduce the risk they take in their portfolios. One such product that has gained a lot of attention has been the TD Retirement Portfolios, which are the TD Retirement Conservative Portfolio, and the TD Retirement Balanced Portfolio. Combined, these funds have attracted nearly $2.5 billion in assets, and have consistently been at or near the top of the list of TD’s top selling funds since their launch. At the core, they are conservatively managed balanced funds, with a...
read moreCapital International Global Equity Fund
This global equity fund is managed using a unique, multi-manager approach with different managers responsible for portions of the fund, independent of each other. Running the show are Carl Kawaja, Dina Perry, and Galen Hoskin. Also contributing is a team of 30 analysts who are responsible for about a quarter of the 200 or so names in the fund. Each manager has a unique, yet complimentary investment approach, including contrarian value, growth and a more tactical, opportunistic style. Regardless of the style, the research process is strictly...
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