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TD International Index Fund
This is a fund that is meant for mutual fund investors who are seeking a low cost way to gain exposure to the international equity markets. It is designed to track the Morgan Stanley Capital International Europe, Australasia and Far East Index less management fees. Because of this, the fund will have no exposure to U.S. or Canadian based companies.
read moreTD U.S. Index Fund
This is a fund that is meant for mutual fund investors who are seeking a low cost way to gain exposure to the U.S. equity market. It is designed to track the S&P 500 Index less management fees.
read moreTD Canadian Index Fund
For mutual fund investors who are seeking a low cost way to gain exposure to Canadian equities, this fund is a great choice. It is designed to track the S&P/TSX Composite Index less management fees.
read morePH&N Total Return Bond Fund
When interest rates move higher, as they are expected to do in the latter half of 2012, fixed income investments will fall in value. Not all fixed income funds are created equally as those funds which have a higher exposure to corporate bonds are expected to hold their value better since in most cases, corporate bonds are not impacted as much as Government of Canada bonds in rising interest rate environments. Also, those funds which have a shorter term to maturity are also expected to hold their value better when rates move higher.
read moreMackenzie Ivy Foreign Equity
In periods of very high market volatility, the Ivy Foreign Equity is one fund you’ll be happy you have in your portfolio. The investment objective of the fund is to pursue “long term capital growth consistent with the protection of capital.” And if there is one thing that the Ivy funds do better than many of their competitor’s, it is protecting capital. During the 2008 credit crisis when the MSCI EAFE Index dropped by 36% between June 2008 and February 2009, the Ivy Foreign Equity was only down 12.8%. The long term performance numbers are strong, outpacing the benchmark and the majority of the global equity peer group.
read moreBMO Guardian Asian Growth & Income
Clearly one of the hottest investing stories in the past decade has been the emergence of Asia, and particularly China as a global economic powerhouse. While the story has its appeal, the investing climate can be a very daunting and intimidating place, fraught with risk, volatility and uncertainty.
read moreTD Health Sciences Fund
While not without its troubles, the health care industry is one of significant growth and opportunity, yet is also a wonderful defensive play in volatile markets. In addition to the growth opportunities created from the rapid development of the emerging markets and the research and development on life saving drugs, there has also been unprecedented dollars spent on life enhancing drugs, as the baby boomers spend countless dollars to try to reclaim their youth. Further, as health care coverage is expanded to include more people, access to drugs and treatments will inevitably increase. The combination of these factors provides solid growth prospects, and good downside protection in volatile markets.
read moreTD Income Advantage Portfolio
The TD Income Advantage Fund is essentially a balanced fund that invests in income focused mutual funds offered by TD. It provides exposure to a wide range of income producing funds including the TD Canadian Bond Fund, TD Dividend Income Fund, TD Short Term Bond Fund, TD Mortgage Fund and TD High Yield Bond Fund.
read moreDynamic American Value
Manager David Fingold takes a fundamentally driven, bottom up value focused approach to securities selection, buying stocks trading at a significant discount to their intrinsic value and selling when they become fully priced. The portfolio is quite concentrated, typically holding about 30 names and he places large bets on stocks he likes. The top 10 holdings make up more than 42% of the total portfolio.
read moreCIBC Monthly Income Fund
Like the name suggests, this Canadian Balanced Fund pays investors a monthly distribution of $0.06 per unit per month. Based on the December 19 price of $12.55 per unit, this works out to an annual distribution yield of approximately 5.8%. While this yield certainly looks attractive, one has to wonder how sustainable it is going forward, given the low interest rate environment and the dividend yield on stocks within the portfolio.
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