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Standard Life Canadian Dividend Growth Fund
Fund Company Standard Life Mutual Funds Fund Type Canadian Dividend & Income Equity Rating D Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Neil Matheson since November 2010 MER 2.10% Code SLM 255 – Front End Units SLM 055 – DSC Units Minimum Investment $1,000 Analysis: Many years ago, this dividend focused equity fund was a favourite among many advisors and analysts. Sadly, a number of managerial missteps over the years have brought us to where we are today. Recent...
read moreTrimark Canadian Endeavour
According to the fund profile listed on Invesco’s website, this fund is a “core Canadian equity fund” that invests in “a concentrated portfolio of high quality, blue chip companies.” When I think of blue chip companies, I think of the banks, Suncor, Enbridge, and BCE – basically the biggest, most stable companies in the country. Yet when I look at the holdings of this fund, I see names like Newalta, International Rectifier and Grafton Group. I’m sure they are all good companies, just not what I would consider to be blue chip.
read moreTD International Index
As the name suggests, this fund is designed to replicate, after fees, the performance of the MSCI EAFE Index. It has no exposure to Canadian or U.S. based companies.
read moreMawer Balanced Fund
If you are looking for a great, one stop solution that gives you exposure to a wide range of asset classes, then this is a fund that is definitely worthy of consideration. It is a portfolio that invests in mutual funds that are managed by Calgary based Mawer Investments.
read moreEthical Global Equity
Fund Company NEI Investments Fund Type Global Equity Rating C Style Growth Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Manning Napier Advisors since April 2009 MER 2.71% Code NWT 069 – Front End Units NWT 169 – DSC Units Minimum Investment $500 Analysis: For some, investing is more than just making money. They want to know that they can make a difference by investing only in companies that are helping make the world a better place. Ethical Funds were one of the first companies offering to...
read moreDynamic Blue Chip Equity Fund
Formerly known as the Dynamic Focus+ Equity Fund, this go anywhere equity fund is managed with the underlying philosophy that they are not simply investing in a stock, but are instead buying into a company. The manager looks for strong, well managed businesses with a demonstrated history of generating attractive returns on invested capital. They seek out high quality businesses that have pricing power and attractive growth opportunities. Valuation is also a key consideration as the they do not want to overpay.
read moreRBC Monthly Income
Fund Company RBC Global Asset Management Inc. Fund Type Canadian Neutral Balanced Rating B Style Blend Risk Level Medium Load Status No Load / Optional RRSP/RRIF Suitability N/A TFSA Suitability N/A Manager Jennifer McClelland since April 2007 Suzanne Gaynor since March 2008 MER 1.20% Code RBF 448 – No Load Units RBF 763 – Front End Units Minimum Investment $500 Analysis: At just under $9 billion in assets, the RBC Monthly Income Fund ranks as one of the largest funds in the country. Fortunately for investors, it is also one of the...
read moreBMO Global Dividend Class
Fund Company BMO Investments Inc. Fund Type Global Equity Rating D Style Blend Risk Level Medium Load Status No Load RRSP/RRIF Suitability Good TFSA Suitability Good Manager Sri Iyer since September 2012 Sam Baldwin since September 2012 Fiona Wilson since September 2012 MER 2.64% Code GGF 70211 Minimum Investment $500 Analysis: In September 2012, a new management team headed up by Sri Iyer of Guardian Capital took over the reins of the fund. The dividend focused process that Sri and his team use is referred to as “GPS”, which stands...
read moreTrimark Income Growth Fund
In the past several months, this Canadian focused balanced fund has experienced some meaningful manager turnover. A year ago, it was announced that equity manager Don Simpson had been replaced by Clayton Zacharias. More recently, longtime bond manager Rex Chong left the firm for personal reasons. Looking at the net impact of these moves, we view it to be a modest positive.
read moreTD U.S. Small Cap Fund
Fund Company TD Mutual Funds Fund Type U.S. Small / Mid Cap Equity Rating A Style Growth Risk Level Medium High Load Status No Load / Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Gregory McCrickard since November 1997 John Wagner since January 2006 MER 2.56% Code TDB 653 – No Load Units TDB 827 – Front End Units TDB 837 – DSC Units Minimum Investment $500 Analysis: Supported by one of the largest research teams in the industry, managers Gregory McCrickard and John Wagner of T. Rowe Price scour the U.S. looking...
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