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.
Recommended List of Funds – June 2013
Please download the full report here. During the quarter, I made a number of changes to the list. They are: PH&N Short Term Bond & Mortgage Fund – With increased volatility in the fixed income markets likely from here on in, many investors may be looking to shorten the duration of their bond holdings. This is one of the best ways to do that. It invests in short term bonds with less than a five year term to maturity. The duration of the fund is 2.3 years, much shorter than the 6.8 years for the DEX Bond Universe. This means less...
read moreRecommended List of Funds – March 2013
Please download the full report here. During the quarter, we made a number of changes to our list. They are: Dynamic Advantage Bond Fund – During the quarter we removed the Dynamic Canadian Bond and replaced it with the Dynamic Advantage Bond Fund. In reviewing the two funds, it is our opinion that the Dynamic Advantage Bond Fund is better positioned for the current environment. First, it has significantly higher exposure to corporate bonds, and some exposure to high yield bonds will increase the yield. This will allow for better...
read moreRecommended List – December 2012
Please download the full report here. During the quarter, there were no additions and one deletion to our Recommended List. Notes: Trimark Fund – Effective immediately, we are removing the UNDER REVIEW rating from the Trimark Fund. The management team has been running the fund since April 2011. Since that time, the risk reward profile of the fund has improved, and we have developed a level of comfort with the managers. Based on this, we feel it is appropriate to reinstate the fund back on to our Recommended List. Sprott Canadian Equity...
read moreRecommended List – September 2012
Please download the full report here. During the quarter there were no additions or deletions to our Recommended List.
read moreRecommended List – June 2012
Please download the full report here During the quarter, there were a number of changes to the Recommended List. The changes are: Additions RBC Global Corporate Bond – We like this fund for a number of reasons. First, it is expected that corporate bonds will outperform governments when rates move higher. This fund invests exclusively in corporate bonds. Second, the duration is shorter than the benchmark which will help mitigate the impact of rising interest rates. Third, all currency exposure is hedge and fourth, the historic risk...
read moreRecommended List – March 2012
Please download the full report here. During the first quarter, there were a number of changes to the Recommended List. The changes which occurred are: AGF Canadian Small Cap Fund – We removed the AGF Canadian Small Cap Fund from our Recommend List during the quarter. We added the fund to our Recommended List in December 2009 and we were rewarded with strong performance in 2010. The fund held up relatively well against the index in 2011, however, we have been very concerned regarding the risk adjusted performance of the fund for the...
read moreRecommended List – December 2011
During the fourth quarter, we made a number of changes to the Recommended List. Two funds were added to our list, one fund was removed, three funds were placed UNDER REVIEW, and one fund which had previously been placed UNDER REVIEW was fully reinstated to the list.
read moreRecommended List – September 2011
During the third quarter, we made a number of changes to our Recommended List of Funds. Five funds were removed from our list, while three new funds were added.
read moreRecommended List – June 2011
During the second quarter, there were no additions or deletions to any of the funds on our Recommended List. All Funds which were UNDER REVIEW at the end of the first quarter remain UNDER REVIEW.
read moreRecommended List – March 2011
During the quarter, there were no additions or deletions to our Recommended List of Funds. We placed two funds UNDER REVIEW as a result of portfolio manager departures.
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