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TD Dividend Growth Fund
Like other dividend funds, the TD Dividend Growth Fund seeks to provide a high level of after tax income and steady growth. To achieve this investment, the management team of Doug Warwick and Michael Lough screen the universe of dividend paying stocks and rank them based on a number of fundamental criteria which includes market cap, earnings growth, and dividend yield. Once the least desirable stocks have been weeded out, the team conducts a more detailed fundamental analysis on the remaining names.
read moreStandard Life International Equity Fund
This international equity fund focuses on large and midsized companies that are not listed on any North American stock exchanges. It is run by Standard Life’s internal portfolio management team and uses a number of proprietary research techniques including management interviews, industry conferences, site visits and a detailed fundamental analysis. The team researches and updates more than 2,000 companies which are then rated and ranked in terms of their opinion of quality as well performance outlook.
read moreCI Signature Canadian Resources Fund
Over the past couple of years, higher levels of volatility have become the norm. This has also been true in the natural resources sector, which has seen levels of volatility that have been significantly higher than the broader market indices. The Signature Canadian Resource Fund is one fund that has done a good job managing this volatility, with the lowest standard deviation of all of the resource funds in our coverage universe.
read moreDynamic Power Canadian Growth Fund
2011 was not exactly kind to Rohit Sehgal and the Dynamic Power Canadian Growth Fund, which dropped by more than 26% during the year. According to the manager, this underperformance was the result of their overweight exposure in Canada’s growth oriented sectors, an underweight position in defensive names and an underweight in the U.S. market.
read moreDynamic Power Balanced Fund
Like other funds that carry Dynamic’s Power label, this Canadian neutral balanced fund is not for the faint of heart. It carries a target asset mix of 50% equities and 50% bonds, although the managers have some flexibility around that. As of January 31, the fund was nearly 60% stocks, 38% bonds and 2% in cash.
read moreCI Global Small Companies Fund
Managed by the same firm as the CI American Value Fund, it’s not surprising the process is very similar. They are looking for well managed companies with a demonstrated history of increasing shareholder yield through dividends, share buybacks or debt repayments.
read moreTD Canadian Bond Index
For cost conscious investors seeking exposure to the Canadian bond market, this mutual fund is a good choice. The fund is designed to track the DEX Universe Bond Index, after fees.
read moreTempleton Global Smaller Companies Fund
In March 2011, Brad Radin, long time manager of the Templeton Global Smaller Companies Fund left the company. He was replaced by Martin Cobb, who has been with Templeton since 2003 and has been in the industry for the past 18 years.
read moreMutual Discovery Fund
Since taking over the reins of this go anywhere global equity fund two years ago, Philippe Brugere-Trelat and Peter Langerman have continued to deliver strong relative results for investors. The team uses a bottom up, value focused security selection process which looks to identify companies that are trading at a discount of between 25% and 30% below their estimate of the company’s true worth. Not only must the companies be trading at a discount, there must also be a near term catalyst which will help to close the valuation gap, bringing gains to investors.
read moreCI American Value Fund
Managed by the team of Bill Priest and David Pearl, this large cap focused U.S. fund has struggled to keep up with the S&P 500 in the past couple of years. However, long term numbers are very strong, outpacing not only the benchmark but most of the funds peers.
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