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Bissett Canadian Dividend Class A
The Bissett Canadian Dividend Fund takes a very concentrated approach, holding just 34 stocks. The team of Juliette John and Ryan Crowther look for high quality businesses which have a history of low earnings volatility and solid dividend records. More than 60% of the fund is currently invested in financials and energy. It pays investors a steady monthly distribution, currently set at $0.025 per unit, which works out to be an annualized yield of approximately 2.2%.
read moreFidelity Dividend Fund
Managed by the team of Geoffrey Stein and Derek Young, this fund looks to provide investors with a mix of growth and income over the long term by investing in a portfolio of dividend paying equities. The fund is very focused on large cap stocks and is currently defensively positioned. Not surprising, it is significantly overweight in financial and utility stocks and is underrepresented in the volatile energy category.
read moreS&P/TSX Canadian Dividend Aristocrats Index
This ETF is designed to replicate the performance of the S&P/TSX Canadian Dividend Aristocrats Index. The index is designed to capture sustainable dividend income and capital appreciation potential, screening for companies that have followed a policy of consistently increasing dividends for a number of years.
read moreBMO Canadian Dividend ETF
This is a relatively new addition to the ETF world, launched in October 2011. Unlike more traditional ETFs, this one employs a quantitative screening process that looks for not only high yielding dividend stocks, but also for those companies that are most likely able to continue to pay their dividends. The end result is a portfolio of the top 50 names that have passed both the dividend growth rate screen and the sustainability screen.
read moreBissett Canadian High Dividend Fund
Formerly known as the Bissett Income Fund, the Bissett Canadian High Dividend Fund focuses on wide range of high yielding Canadian securities including common stock, income trusts, and preferred shares.
The fund is managed using Bissett’s disciplined team approach that is based on a bottom up, growth at a reasonable price philosophy. The team of Leslie Lundquist and Lee Stelmach look for a portfolio of companies that have a history of sustainable growth, and the ability to be able to repeat that growth in the future.
read moreBMO Guardian Monthly Dividend Fund
Fund Company BMO Investments Fund Type Canadian Dividend & Income Equity Rating $$$ Style Income Risk Level Medium Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Kevin Hall since August 2002 John Priestman since June 1990 MER 1.45% for Classic Units 2.11% for Mutual Units Code GGF 411 – Front End Units GGF 188 – DSC Units GGF 909 – Low Load Units Minimum Investment $500 Analysis: Over the past several months we have been emphasizing the importance of dividends and their impact on the total return that an...
read moreCI Global Health Sciences Corporate Class
Fund Company CI Investments Fund Type Health Care Equity Rating $$$ Style Top Down Blend Risk Level High Load Status Optional RRSP/RRIF Suitability Poor TFSA Suitability Poor Manager Andrew Waight since June 2000 MER 2.44% Code CIG 201 – Front End Units CIG 701 – DSC Units CIG 1701 – Low Load Units Minimum Investment $500 Analysis: Investors often overlook healthcare when building their portfolios. It is one of those sectors that has the potential to deliver strong long term returns, while providing good downside protection in volatile...
read moreDynamic Focus+ Resource
Fund Company Dynamic Funds Fund Type Natural Resources Equity Rating $$$$ Style Bottom up blend Risk Level High Load Status Optional RRSP/RRIF Suitability Good TFSA Suitability Good Manager Ned Goodman since August 2002 MER 4.78% Code DYN 090 – Front End Units DYN 790 – DSC Units DYN 690 – Low Load Units Minimum Investment $500 Analysis: With industry heavyweight Ned Goodman at the helm, investors can rest assured that they have a quality manager behind their fund. Mr. Goodman uses what is called a “patient and common sense approach” to...
read moreDynamic Power Global Growth Class
With a beta of 1.23 and a monthly standard deviation that is more than 1.8 times the MSCI World Index, investors in the Dynamic Power Global Growth Class may want to consult a physician before investing, just to make sure their hearts can take the excitement.
Managed by Noah Blackstein using a bottom up growth approach, the portfolio is very concentrated, typically holding between 20 and 30 names. As of February 29, the fund held 25 companies, with the top 10 representing nearly half of the fund. The portfolio is also very concentrated among market sectors, with 40% of the fund in Consumer names, 35% invested in technology, and 23% invested in healthcare.
read moreClaymore S&P/TSX Canadian Preferred Share ETF
This ETF is designed to match the returns of the S&P/TSX Preferred Share Index after fees. The index invests more than 150 individual preferred share issues. The quality of the portfolio is high, with more than 54% invested in the highest quality preferred shares.
The top 10 names in the portfolio are made up of very well known Canadian blue chips such as TransCanada Corp, Enbridge, Manulife, Bank of Nova Scotia, BMO and TD.
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