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AGF Global Dividend Fund
Managed by the team of Stephen Way and Thierry Jannini, the AGF Global Dividend Fund incorporates a top down country allocation framework and a bottom up fundamental security selection process to find high quality, dividend paying stocks around the world. Like many of the AGF managed funds, this one uses the Economic Value Added (EVA) growth approach that looks for companies that have a demonstrated history of generating an excess return on their invested capital.
read moreBrandes Sionna Canadian Equity Fund
This large cap focused offering is managed by Sionna Investment Managers, a firm that was founded by veteran manager Kim Shannon back in 2002. Sionna operates under the philosophy that over time, human nature will result in investors overestimating and underestimating the true value of stocks. They believe that this mispricing will create strong investment opportunities because stock prices will eventually revert to their intrinsic values over time.
read moreCI Canadian Dividend Growth Fund
Until recently, this Canadian dividend fund was known as the Castlerock Canadian Dividend Growth Fund. Managed by the team at Regina based Greystone Managed Investments, the fund invests in a concentrated portfolio of dividend paying stocks. While the focus is on Canada, it has the flexibility to look beyond our borders for interesting investment opportunities. As of October 31, the fund was 100% invested in Canada.
read morePH&N Community Values Balanced Fund
For a number of people, socially responsible investing is a great way to help make the world a better place. There are a number of fund options that help investors do this. One such fund is the PH&N Community Values Balanced Fund. It invests in three other PH&N Community Values branded fund. As of October 31, it held 35% in the PH&N Community Values Canadian Equity Fund, 34% in the PH&N Community Values Bond Fund and 27% in the PH&N Community Values Global Equity Fund.
read moreBissett Focus Balanced Fund
What makes this fund unique is that it is a quantitatively managed balanced fund that uses a computerized security selection process based on Bissett’s proprietary model. It looks primarily for North American stocks that exhibit fundamental factors that indicate the likelihood of stock price appreciation.
read moreHSBC Mortgage Fund
Like most mortgage funds, this one is pretty simple. It invests in residential first mortgages on property that is located in Canada. Mortgage funds can be a great alternative to money market or short term bond funds, as they provide a regular yield and are typically very stable. This fund is no exception.
read moreBeutel Goodman Canadian Equity
There are very few funds that rank near the top of a category month in and month out. The Beutel Goodman Canadian Equity Fund is a notable exception to that rule.
read moreMackenzie Universal Precious Metals Fund
Many believe that with all the liquidity that central banks have pumped into the economic system, the outlook for precious metals, and gold in particular remains quite strong. Precious metals funds are a good way for investors to access this sector.
read moreFidelity Small Cap America
Since taking over the fund in May 2011, Steve MacMillan has done a good job for investors, gaining 18.6% to September 30, outpacing not only the benchmark, but also most of his peer group. During his tenure, he has made a few changes, most notably reducing the number of holdings from nearly 200 to a more manageable 40.
read moreAGF Canadian Growth Equity Class
What makes this fund interesting is that it invests about two thirds of the fund into large and midsized companies with the remaining third invested in small caps. In selecting investments, the managers use a bottom up investment process that looks for companies with strong long term growth potential.
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