Below are a few of our recent fund updates. Log in or subscribe to see all of them.
AGF Traditional Income Fund
With interest rates still pretty low by historic standards, many investors continue to look for ways to generate a decent cash flow, while still being able to earn a decent total return and not take on too much risk. This fund may be a good candidate to do just that. It invests in a mix of stocks and bonds and has the objective of paying a regular cash flow to investors, which is currently targeting 4% per year. It is paying a variable distribution that is currently averaging around 4.4 cents per month, which works out to an annualized yield of just under 5%
read moreTD U.S. Blue Chip Equity Fund
Fund Company TD Asset Management Fund Type U.S. Equity Rating B Style Large Cap Growth Risk Level Medium Load Status No Load / Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Larry Puglia since October 1996 MER 2.55% Code TDB 977 – No Load Units TDB 310 – Front End Units TDB 340 – DSC Units Minimum Investment $500 Analysis: As the name would suggest, the TD U.S. Blue Chip Equity Fund looks to provide long term growth by investing in medium and large sized “blue chip” companies that are located in the U.S. Managed by...
read morePH&N U.S. Dividend Income Fund
This fund invests in a relatively concentrated portfolio of U.S. based companies that have a growing dividend stream and attractive valuations. Most of the holdings are big, well know, blue chip companies like Johnson & Johnson, Chevron, Exxon Mobil and GE.
read moreTD Short Term Bond Fund
When yields jumped higher in the summer, this fund did exactly what it was supposed to do, hold its value better than bond funds that have a higher exposure to interest rates. While some were surprised when it dropped by slightly more than 1% in May and June, it more than held its own compared to the nearly 3.5% drop in the broader DEX Bond Universe Index.
read moreFidelity Canadian Large Cap Fund
This has long been one of my favourite Canadian equity funds, and manager Daniel Dupont has done a stellar job since taking the reins. Between March 2011 and September 2013, the fund has gained nearly 40%, while the S&P/TSX Composite Index has lost nearly 2.3%.
read moreTD Entertainment and Communications Fund
Fund Company TD Mutual Funds Fund Type Global Equity Rating A Style Growth Risk Level High Load Status No Load / Optional Manager Daniel Martino since October 2009 MER 2.82% Code TDB 652 – No Load Units TDB 324 – Front End Units TDB 354 – DSC Units Minimum Investment $500 Analysis: Finally, a fund after my own heart – entertainment and communications! The TD Entertainment and Communications Fund invests in companies that are involved in the entertainment, media, and communications industries such as Amazon, Google, and Facebook. Given the...
read moreDynamic American Value
One of my core beliefs about investing is that if you can minimize the risk, the return will take care of itself. This David Fingold managed fund is one of the best out there at managing the downside risk of the markets. When I look at its downside capture ratio, which measures how the fund has performed compared with its benchmark in falling markets, it has consistently been one of the best funds in down markets. The unfortunate drawback is that of late, this defensive positioning has also dragged the upside performance, resulting in chronic underperformance.
read moreEdgePoint Canadian Growth & Income Portfolio
Their investment philosophy is conceptually very simple – they are long term investors looking to buy an ownership stake in a small number of high quality businesses at prices that are below their estimate of its true value. For the equity sleeve of the fund, they employ a fundamentally driven, bottom up investment process that is based on the old Trimark approach.
read moreRBC Global Precious Metals
Fund Company RBC Global Asset Management Fund Type Precious Metals Equity Rating C Style Mid Cap Growth Risk Level Very High Load Status No Load / Optional Manager Chris Beer since March 2003 Brahm Spilfogel since April 2007 MER 2.14%$ Code RBF 468 – No Load Units RBF 774 – Front End Units RBF 865 – DSC Units Minimum Investment $500 Analysis: If you are an investor with a strong appetite for risk looking for a precious metals fund to add to your portfolio, then this is definitely one to consider. It is managed by the team of Chris Beer and...
read moreHSBC Monthly Income Fund
As the name suggest, this fund looks to deliver a consistent monthly income, while preserving capital over the long term. It pays a monthly distribution of $0.02 per unit, which works out to an annualized yield of 2.5%, which is pretty low by income fund standards.
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