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O’Leary Canadian Dividend Fund
Fund Company O’Leary Funds Management Fund Type Canadian Dividend & Income Equity Rating C Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Connor O’Brien since December 2009 MER 1.73% Code OLF 301 – Front End Units OLF 331 – Low Load Units Minimum Investment $1,000 Analysis: Managed by Connor O’Brien and Steve DiGregorio of Stanton Asset Management, this Canadian dividend fund uses a mix of top down macro analysis and bottom up security selection. The top down macro analysis is...
read moreBeutel Goodman Balanced Fund
Fund Company Beutel, Goodman & Company Ltd. Fund Type Canadian Equity Balanced Rating F Style Value Risk Level Low – Medium Load Status Front End RRSP/RRIF Suitability Good TFSA Suitability Good Manager Mark Thomson since September 2009 Bruce Corneil since May 1994 Gavin Ivory since February 2006 MER 1.21% Code BTG 772 – Front End Units Minimum Investment $5,000 Analysis:This equity focused balanced fund really struggled in 2009 and 2010, but has been very strong since then. For the year ending January 31, it gained 14.1%, leading...
read moreSentry Conservative Balanced Income Fund
Fund Company Sentry Investments Fund Type Canadian Neutral Balanced Rating A Style Mid Cap Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Michael Simpson since January 2012 James Dutkiewicz since May 2012 MER 2.25% Code NCE 734 – Front End Units NCE 334 – DSC Units Minimum Investment $500 Analysis: It’s been just over two years since Michael Simpson took the reins of this conservatively managed balanced fund, and performance has been very strong. For the two years ending January...
read moreMawer Global Small Cap Fund
Fund Company Mawer Investment Management Fund Type Global Small / Mid Cap Equity Rating A Style Blend Risk Level Medium Load Status No Load RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Paul Moroz since October 2007 MER 1.78% Code MAW 150 – No Load Units Minimum Investment $5,000 Analysis: Despite being one of the new kids on the block at Mawer, this global small cap fund has more than held its own, both when compared to the MSCI World Small Cap Index and its peer group. For the five years ending January 31, it has earned...
read moreManulife Strategic Income Fund
Fund Company Manulife Mutual Funds Fund Type Global Fixed Income Rating B Style Tactical Risk Level Low – Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Dan Janis since August 2010 Tom Goggins since August 2010 MER 2.06% Code MMF 559 – Front End Units MMF 459 – DSC Units Minimum Investment $500 Analysis: Because of the very active way that this fund is managed, it is a tough one to classify. Most consider it to be a high yield bond fund, but in my view, it is more of a tactically managed global bond...
read moreInvesco Select Canadian Equity
Fund Company Invesco Canada Ltd. Fund Type Canadian Focused Equity Rating D Style Value Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Ian Hardacre since December 2013 Rachel Volynsky since August 2010 MER 2.61% Code AIM 1583 – Front End Units AIM 1581 – DSC Units Minimum Investment $500 Analysis: This Canadian focused equity fund follows the same investment process that is used on all the Trimark branded funds: business people buying businesses. The fund itself invests in a concentrated...
read moreManulife Growth Opportunities
Fund Company Manulife Mutual Funds Fund Type Canadian Focused Small / Mid Cap Equity Rating B Style Growth Risk Level Medium – High Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Ted Whitehead since November 1998 MER 2.71% Code MMF 388 – Front End Units MMF 488 – DSC Units Minimum Investments $500 Analysis:Managed by Ted Whitehead, it invests primarily in small and mid-cap companies located in Canada. At December 31, it had 73% invested in Canada, 16% in the U.S. and the balance in Europe. Stocks are...
read moreDynamic Strategic Yield Fund
Fund Company Dynamic Funds Fund Type Global Neutral Balanced Rating A Style Blend Risk Level Low – Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Oscar Belaiche since March 2009 Michael McHugh since March 2009 MER 2.30% Code DYN 1560 – Front End Units DYN 1562 – DSC Units Minimum Investment $500 Analysis: This is a relatively new balanced fund that is managed by the team of Oscar Belaiche and Michael McHugh. It invests in a mix of stocks and bonds with the objective of generating a total...
read moreFidelity Canadian Asset Allocation Fund
Fund Company Fidelity Investments Fund Type Canadian Equity Balanced Rating F Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Derek Young since March 2009 Geoff Stein since April 2011 MER 2.26% Code FID 281 – Front End Units FID 581 – DSC Units Minimum Investment $500 Analysis: This is a fund that I really want to like, but it just hasn’t been able to come back to what it once was. Despite some small glimmers here and there, it just hasn’t been the same since Alan Radlo left Fidelity...
read moreDynamic Blue Chip Balanced Fund
Fund Company Dynamic Funds Fund Type Canadian Neutral Balanced Rating B Style Growth Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Adam Donsky since November 2009 Domenic Bellissimo since September 2012 MER 2.43% Code DYN 202 – Front End Units DYN 312 – DSC Units Minimum Investment $500 Analysis: This Dynamic offering is a pretty standard balanced fund that invests in a mix of stocks and bonds. Adam Donsky is responsible for the equity sleeve, while Domenic Bellissimo looks after the bond...
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