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CI Cambridge Canadian Asset Allocation Corporate Class
The CI Cambridge Canadian Asset Allocation Corporate Class Fund is managed by a very experienced and well respected team that is led by industry heavyweight Alan Radlo. Joining Mr. Radlo on the fund are former head of the Fidelity Asset Allocation Team, Bob Swanson and portfolio manager, Brandon Snow.
The Fund is a tactical balanced fund, which allows the team to be very active in their approach, moving in and out of stocks and bonds as opportunities arise. Portfolio turnover for this fund has been high on a historic basis, averaging more than 100% since the fund’s December 2007 launch.
read moreTrimark Fund
On March 8, it was announced that Dana Love, manager of the Trimark Fund, had resigned from the company. He will be replaced by Michael Hatcher, who has been co-manager on the fund for the past year or so. He will be supported by the current co-managers Darren McKiernan and Jeff Feng.
read moreDynamic Diversified Real Asset Fund
The Dynamic Diversified Real Asset Fund is an interesting concept for an equity focused balanced fund. It is designed to protect investors against the threat of inflation by investing predominantly in a mix of securities that are exposed to real assets such as real estate, real return bonds, precious metals, energy and infrastructure.
read moreRBC Global Precious Metals Fund
This is one of our favourite precious metals fund available to investors today. It is managed by the team of Chris Beer and Brahm Spilfogel. It invests in companies that are involved in the exploration, mining and production of gold, silver and platinum, and may also invest in gold bullion and gold certificates up to a maximum of 20%.
read moreDynamic Equity Income Fund
Managed by the much respected Oscar Belaiche since the fund’s launch, the Dynamic Equity Income Fund aims to provide investors with tax advantaged monthly income from a diversified portfolio of cash flow generating businesses. The manager’s investment process is based on what he calls “Quality at a Reasonable Price”. He focuses on companies that offer investors sustainable cash flow distributions, hold a dominant position in their industry, and are managed by a high quality management team that holds a significant equity stake in the business.
read moreSentry Small / Mid Cap Income Fund
This small cap fund has the dual investment objectives of providing investors with consistent monthly income and capital growth. To meet these objectives, the fund invests in income producing securities of small and medium sized companies. The fund formerly invested predominantly in income trusts, but has since shifted its focus to invest in high yielding common shares, preferreds, and to a lesser extent bonds and other debt securities.
read moreSentry Canadian Income Fund
Since the end of income trusts, this fund has morphed into a high yielding dividend income fund. Managed by Michael Simpson and Aubrey Hearn, the fund invests in a mix of large and mid cap income producing securities like common equity, fixed income and REITs.
read moreTD U.S. Mid Cap Growth Fund
Managed by the team of Brian Berghuis and John Wakeman, the TD U.S. Mid Cap Growth Fund seeks out well managed, medium sized companies operating in traditional growth industries. The focus is on those companies that have market caps of between $1 billion and $12 billion which have annual earnings growth rates of more than 12%. Companies must also be underpriced, relative to their growth prospects, before they are added to the portfolio. suitability.
read moreCI Signature Canadian Balanced Fund
The CI Signature Canadian Balanced fund has been managed by Eric Bushell and the Signature Global Advisor team since July 2002. The fund is managed using a top down approach which is used to set the overall asset mix and sector exposure of the fund, combined with a fundamentally driven, bottom up security selection process.
read moreBMO Monthly Income Fund
The BMO Monthly Income Fund is designed to provide investors with a monthly distribution while preserving the investor’s capital. The fund pays out a monthly distribution of $0.06 per unit, which works out to an annualized distribution yield of 9.4% at current prices. While the yield may be attractive, we do have questions as to its sustainability over the long term. The managers will have to earn a total return of more than 9.4% in order for there not to be an erosion of capital over the long term for those investors who are taking the distributions in cash.
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