Below are a few of our recent fund updates. Log in or subscribe to see all of them.
Fidelity Europe Fund
Similar to the CIBC European Equity Fund, this offering can invest in companies of any size and looks for those that offer strong growth potential and high quality management teams. It tends to be fairly well diversified and will hold around 50 companies.
read moreCIBC European Equity Fund
While this fund can invest in both medium and large companies in Europe, it is current focused on the bigger names.
read moreMackenzie Ivy European Fund Class
This is by far our most conservative pick of the European equity group and like all funds that carry the Ivy banner, it avoids highly levered companies and banks with complicated structures. Instead, they look for stable companies with clean balance sheets, good management, healthy
read moreDynamic Dividend Advantage Fund
After longtime manager David Taylor left Dynamic in October 2011 the reins of this fund were handed over to Cecilia Mo. Along with the new manager, it also got a new name, when it was renamed the Dynamic Dividend Advantage Fund, losing its old moniker, the Dynamic Dividend Value Fund.
read moreBMG Gold Advantage Return Bullion Fund
Bullion Management Group, one of the pioneers in bringing investing in precious metals bullion to retail investors is at it again with the launch of their new BMG Gold Advantage Return Bullion Fund. The fund is designed to pay investors a monthly distribution of $0.07 per unit. At current prices that is an annualized yield of around 7%.
read moreManulife Floating Rate Income Fund
While the consensus is that interest rates are likely to remain low for the near term, there is little doubt that they will eventually be moving higher. One way to help reduce the risk associated with rising interest rates is to invest in a fund that invests in floating rate notes. This is one of those funds
read moreCI Canadian Investment
The CI Canadian Investment Fund follows a very simple investment approach where manager Daniel Bubus looks to buy out of favour companies that are trading at a discounted valuation, often due to a controversy.
read moreRBC Global High Yield Bond Fund
For those looking for a well managed fund that invests in high yielding corporate and government bonds around the world, then this is a great place to start. While the focus is on developed markets, it can also invest in emerging market debt. As of September 30, the fund had 38% exposure to emerging markets.
read moreO’Leary U.S. Strategic Yield Fund
While this is officially classified as a global balanced fund, it is in fact, one of the few U.S. focused balanced funds that are available to investors. Launched in June 2011, it invests in equity and debt securities of U.S. issuers. It is available in a version which hedges the currency exposure and a version which does not.
read moreAltamira High Yield Bond Fund
With interest rates hovering near historic lows, many investors are turning to high yield bonds as a way to generate additional return while rates remain stable, and provide better downside protection when interest rates begin to move higher.
This high yield offering from National Bank invests in high yield bonds of both Canadian and global issuers. As of September 30, it was heavily tilted towards U.S. issuers, which make up more than two thirds of the fund. Canadian issuers make up 17%.
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