Below are a few of our recent fund updates. Log in or subscribe to see all of them.
CI Signature Global Income & Growth
Fund Company CI Investments Fund Type Global Neutral Balanced Rating B Style Blend Risk Level Low – Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Eric Bushell since February 2007 Geof Marshall since February 2007 John Shaw since February 2007 Scott Vali since February 2007 MER 2.47% Code CIG 2111 – Front End Units CIG 3111 – DSC Units Minimum Investment $500 Analysis: This is a tactically managed balanced fund run by Eric Bushell and his team at Signature Global Advisors. The fund’s asset mix is...
read moreCambridge Global Equity Corporate Class
Fund Company CI Investments Fund Type Global Equity Rating D Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Alan Radlo since December 2007 Brandon Snow since June 2011 Bob Swanson since January 2012 MER 2.46% Code CIG 2323 – Front End Units CIG 3323 – DSC Units Minimum Investment $500 Analysis: Managed by industry heavyweight Alan Radlo and the Cambridge team, this global equity offering serves as the flagship for Cambridge Advisors. CI describes Cambridge’s investment style as...
read moreFranklin Bissett Energy Fund
Fund Company Franklin Templeton Investments Corp. Fund Type Natural Resources Equity Rating A Style Blend Risk Level High Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Poor Manager Gary Aitken since June 2007 Les Stelmach since January 2011 MER 2.55% Code TML 3021 – Front End Units TML 3023 – DSC Units Minimum Investment $500 Analysis: Focusing on the energy sector, managers Gary Aitken and Les Stelmach use the Bissett approach of fundamentally driven, bottom up research that looks for companies with sustainable, repeatable...
read moreTD Science & Technology Fund
Fund Company TD Asset Management Fund Type Miscellaneous – Sector Equity Rating A Style Growth Risk Level Medium – High Load Status No Load / Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager T. Rowe Price Associates since October 2008 MER 2.83% Code TDB 645 – No Load Units TDB 322 – Front End Units TDB 352 – DSC Units Minimum Investment $500 Analysis: One of the best performing sectors in the past few years has been technology, and this has consistently been one of the strongest funds in the category. For the year...
read moreRBC O’Shaughnessy Canadian Equity
Fund Company RBC Global Asset Management Fund Type Canadian Focused Equity Rating A Style Value Risk Level Medium Load Status No Load / Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager James O’Shaughnessy since November 1997 MER 1.55% Code RBF 550 – No Load Units RBF 775 – Front End Units RBF 128 – Low Load Units Minimum Investment $500 Analysis: Like the other O’Shaughnessy Funds, the RBC O’Shaughnessy Canadian Equity Fund uses a quantitatively driven stock selection process that is highlighted in the manager’s...
read moreFidelity Income Allocation Fund
Fund Company Fidelity Investments Canada Fund Type Canadian Fixed Income Balanced Rating A Style Tactical Asset Allocation Risk Level Low – Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Geoff Stein since May 2011 Derek Young since May2011 MER 1.77% Code FID 294 – Front End Units FID 594 – DSC Units Minimum Investment $500 Analysis:Today, this is a tactically focused fund that invests in a mix of fixed income asset classes and income oriented equities. Before July 2010 it was a dramatically...
read moreFront Street Special Opportunities Fund
Fund Company Front Street Capital Fund Type Natural Resources Equity Rating B Style Growth Risk Level Very High Load Status Optional RRSP/RRIF Suitability Poor TFSA Suitability Poor Manager Normand Lamarche since August 1999 MER 3.03% Code FSC 451 – Front End Units FSC 450 – Low Load Units Minimum Investment $500 Analysis: Managed by respected veteran manager Norm Lamanch, this fund currently focuses on small and mid-sized resource companies, with a current concentration in small and microcap companies. Technically, the fund can invest in any...
read moreGBC Canadian Bond
Fund Company Pembroke Private Wealth Management Fund Type Canadian Fixed Income Rating A Style Bottom up Credit Analysis Risk Level Low Load Status No Load RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Canso Investment Management MER 1.00% Code GBC 896 – No Load Units Minimum Investment $10,000 Analysis: With a modest MER and an experience management team at the helm, the GBC Canadian Bond Fund has been one of the strongest performers over the past five years. For the five years ending February 28, it gained 7%, handily outpacing...
read moreRBC North American Value Fund
Fund Company RBC Global Asset Management Fund Type Canadian Focused Equity Rating A Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Stuart Kedwell since May 2005 Doug Raymond since May 2005 MER 2.11% Code RBF 554 – No Load Units RBF 766 – Front End Units RBF 857 – DSC Units Minimum Investment $500 Analysis:The team of Stuart Kedwell and Doug Raymond use a multi stage portfolio construction process that incorporates both quantitative screening and fundamental, bottom up...
read moreAGF American Growth Class
Fund Company AGF Investments Inc. Fund Type U.S. Equity Rating B Style Growth Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Tony Genua since January 2005 MER 2.70% Code AGF 201 – Front End Units AGF 931 – DSC Units Minimum Investment $500 Analysis: This growth focused U.S. equity fund is managed by industry veteran Tony Genua. His process uses a mix of quantitative and qualitative screens to identify potential investment candidates, and a more detailed bottom up, fundamental review on...
read more