With literally thousands of mutual funds available for sale in Canada, tyring to find a fund or mix of funds that will have the potential to deliver strong risk adjusted relative returns can be a very daunting task. Our Recommended List of Funds does a lot of that heavy lifting for you. We have analyzed more than 1500 funds and narrowed the investment universe down to our best ideas. This comprehensive report includes what we feel are the best funds in a wide range of asset classes, includes quick bullet points on the fund and the current environment, and provides ideas on how to put your own portfolios together. This tool is a great way to help reduce the time you spend selecting funds and building portfolios and gives you more time to build and maintain client relationships.
Below, you will find our Recommended List of Funds reports. Subscribers have access to the most current reports, which are updated quarterly. If you would like reports from 2009 or 2010, feel free to email us at info@paterson-associates.ca with your request.
ETF Focus List – December 2014
Download the full report here Despite volatility returning to the equity markets with a vengeance, most held up relatively well in September and October. A notable exception was the Canadian equity markets, which saw the iShares S&P/TSX Capped Composite Index (TSX: XIC) fall by 4% for the three months ending October 31. The main reason for the drop was the big selloff in the energy sector, which plummeted by more than 17% on the deadly combination of higher supply and weaker demand. Selling pressure has continued, and really picked...
read moreRecommended List of Funds – October 2014
Download the PDF version of the report here. Welcome to our most recent Recommended List of Funds. This report contains our best fund ideas, asset mix suggestions and brief commentaries on a number of funds. We hope that you find this report to be helpful. Additions PH&N High Yield Bond Fund (RBF 6280 –Front End Units, RBF 4280 – Low Load Units) – It is almost like Christmas came early, with the announcement that the PH&N High Yield Bond Fund was reopening. This has long been my favourite high yield offering, but it has been closed...
read moreETF Focus List – September 2014
Welcome to our inaugural edition of our ETF Focus List. The goal of this list, like our Recommended List of Funds, is to help you narrow your focus on what we believe to be the best ETFs available in a wide range of asset classes. You can download a PDF copy of this report here. List Changes Additions PowerShares Tactical Bond ETF (TSX: PTB) – With yields likely to start moving higher in the next couple of quarters, there is a good chance the traditional bond indices will be hit harder than high quality actively managed bond...
read moreRecommended List of Funds – July 2014
Download the PDF version of the report here. Welcome to our most recent Recommended List of Funds. This report contains our best fund ideas, asset mix suggestions and brief commentaries on a number of funds. We hope that you find this report to be helpful. Additions TD Monthly Income Fund (TDB 821 –Front End Units, TDB 831 – DSC Units) – There are definitely more than a few things to like about this equity focused balanced fund. The first thing that jumps out at me is the cost. It has one of the lowest MERs for a balanced fund, coming in at...
read moreETF Focus List – June 2014
Welcome to our inaugural edition of our ETF Focus List. The goal of this list, like our Recommended List of Funds, is to help you narrow your focus on what we believe to be the best ETFs available in a wide range of asset classes. This first edition is focused solely on Canadian traded ETFs, but over time will grow to include ETFs that also trade in the U.S. You can download your copy of this report here. A brief commentary and some highlighted ETFs follows: It was another solid quarter for the ETFs on our Recommended List, with all finishing...
read moreRecommended List of Funds – April 2014
Download the PDF Version of the report here. Welcome to our most recent Recommended List Report. This report contains our most recent Recommended List of Funds, which includes our best fund ideas, asset mix suggestions and brief commentaries. We hope that you find this report to be helpful. You may notice that we have changed the format of the report. The goal was to provide a great deal of pertinent information, commentary and opinion, but in a simpler format. I believe that this format accomplishes that. In light of this new format, I would...
read moreRecommended List of Funds – December 2013
Click here to download the full Recommended List of Funds During the quarter, I made a number of changes to the Recommended List of Funds. They include Additions PH&N Total Return Bond Fund – During the quarter, we removed the PH&N Bond Fund and replaced it with the PH&N Total Return Bond Fund. I believe that the PH&N Total Return Bond Fund is better positioned for the current environment. The majority of the fund is managed in the same way as the PH&N Bond Fund, however, the managers may also invest in high yield...
read moreRecommended List of Funds – September 2013
Please download the full report here. During the quarter, I made a number of changes to the list. They are: Additions: TD U.S. Blue Chip Equity – Managed by T.Rowe Price using a bottom up stock selection process that looks to find companies that have strong management teams with the ability to effectively grow and manage free cash flow. The focus is on large cap growth names that also have a sustainable competitive advantage. I expect that this fund will deliver above average returns with a level of volatility that is in line with the...
read moreFidelity Canadian Large Cap Fund
If you have held this fund for the past quarter, you no doubt saw a pretty nice jump as it handily outpaced both the index and its peer group. This outperformance came from a couple of sources including its significant global equity exposure, which is currently just under 50%. Another source of return came from its significant holdings in both Shoppers Drug Mart, and Loblaws. Both of those names rallied sharply thanks to the recent takeover news. While I have a lot of confidence in Daniel Dupont’s style, process and approach, I would strongly...
read moreTD Canadian Core Plus Bond Fund
During the quarter I replaced the TD Canadian Bond Fund with the TD Canadian Core Plus Bond Fund on my Recommended List of Funds. The reason that I made the move was that I believe that the Core Plus Bond is better positioned for the current and expected fixed income environment. About 70% of the Core Plus Bond is managed in a near identical fashion to the TD Canadian Bond Fund. This portion invests in investment grade bonds. Up to 30% of the fund can be invested in tactical investments including global bonds, high yield bonds, emerging...
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