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PH&N Community Values Bond
This quality focused fund is managed in a very similar manner to the highly regarded PH&N Bond Fund. The portfolio is roughly split between government and corporate bonds. It is all investment grade, making it highly sensitive to movements in interest rates. While this is the best SRI bond fund available, I believe that most investors would be better off with a fund that is more focused on corporate and high yield issues, which are expected to hold up better should rates start moving higher.
read moreIA Clarington Global Opportunities Fund
Fund Company IA Clarington Investments Fund Type Global Small / Mid Cap Equity Rating D Style Value Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Brad Radin since November 2011 MER 2.59% Code CCM 340 – Front End UnitsCCM 341 – DSC Units Minimum Investment $500 Analysis: Veteran manager Brad Radin took over the management duties of this concentrated, all-cap global equity fund back in late 2011. It struggled in 2012, trailing its peer group, but started to turn things around in 2013 with a...
read moreDynamic Power Balanced Fund
Fund Company Dynamic Funds Fund Type Canadian Neutral Balanced Rating C Style Growth Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Alex Lane since May 2013 Michael McHugh since July 1998 MER 2.13% Code DYN 001 – Front End Units DYN 701 – DSC Units Minimum Investment $500 Analysis: Alex Lane took over the management of the equity portion of this fund last May, after longtime manager Rohit Sehgal stepped down to focus on managing hedge funds. The fund has a target asset mix of 50% equity and 50%...
read moreAston Hill Growth & Income Fund
Fund Company Aston Hill Financial Fund Type Global Neutral Balanced Rating A Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Andrew Hamlin since September 2010 Vivian Lo since November 2011 MER 2.54% Code AHF 400 – Front End Units AHF 420 – Low Load Units Minimum Investment $500 Analysis: Managed by the team of Andrew Hamlin and Vivian Lo, this is a global balanced fund that has an income focused, go anywhere mandate. It pays investors a monthly distribution of $0.03 per unit, which...
read moreTempleton Global Balanced Fund
Fund Company Franklin Templeton Investments Fund Type Global Neutral Balanced Rating B Style Value Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Lisa Myers since December 2005 Michael Hasenstab since August 2006 MER 2.48% Code TML 3240 – Front End Units TML 3242 – DSC Units Minimum Investment $500 Analysis: This fund really struggled in the first few years after it was launched in Canada, trailing most other global balanced funds between 2009 and 2011. However, in mid-2012,...
read moreManulife Global Equity Class
Fund Company Manulife Mutual Funds Fund Type Global Equity Rating A Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Paul Moroz since November 2009 James Hall since November 2009 MER 2.75% Code MMF 4506 – Front End Units MMF 4406 – DSC Units Minimum Investment $500 Analysis: This Manulife offering is a virtual copy of the highly regarded Mawer Global Equity Fund. The main differences would be that it has a $500 minimum, compared with $5,000 for the Mawer offering, and it...
read moreManulife Monthly High Income Fund
Fund Company Manulife Mutual Funds Fund Type Canadian Neutral Balanced Rating D Style Blend Risk Level Low – Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Alan Wicks since September 1997 Tom Popper since September 1997 MER 2.12% Code MMF 383 – Front End Units MMF 583 – DSC Units Minimum Investment $500 Analysis: Managed by the team of Alan Wicks and Jonathan Popper, this fund invests in a mix of Canadian fixed-income and large-cap Canadian equity securities. It has duel investment objectives; to...
read moreFidelity Northstar Fund
Fund Company Fidelity Investments Fund Type Global Small / Mid Cap Equity Rating F Style Value Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Daniel Dupont since October 2011 Joel Tillinghast since January 2012 MER 2.38% Code FID 253 – Front End Units FID 553 – DSC Units Minimum Investment $500 Analysis:After struggling to find their footing with the fund since taking it over in 2011, Joel Tillinghast and Daniel Dupont have really turned things around. They scour the globe looking for companies...
read moreSprott Enhanced Equity Class
Fund Company Sprott Asset Management Fund Type Canadian Focused Equity Rating Not Rated Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager John Wilson since April 2012 MER 2.44% Code SPR 430 – Front End Units SPR 433 – DSC Units Minimum Investment $1,000 Analysis: The Fund is managed using the basic premise that investors can win over the long term simply by not losing. It takes on an absolute return focus where veteran manager John Wilson uses a well-defined process that involves both...
read moreMawer Global Equity
Fund Company Mawer Investment Management Fund Type Global Equity Rating B Style Blend Risk Level Medium Load Status No Load RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Paul Moroz since October 2009 James Hall since October 2009 MER 1.45% Code MAW 120 – No Load Units Minimum Investment $5,000 Analysis: Managed by the team of Jim Hall and Paul Moroz, this go anywhere equity fund invests in companies of any size that meet the Mawer investment criteria. In very simple terms, they are looking for wealth-creating businesses...
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