 |
By Gordon Pape | Tuesday, March 16, 2010
Fund Company: Ethical Funds
Fund Type: Canadian Small/Mid Cap Equity
Rating: $$$
Style: Value/Growth
Risk Level: Medium
Load Status: Optional front or back-end load
RRSP Suitability: Fair
TFSA Suitability: Good
Code: EFI067 (front-end load)
Manager: Leigh Pullen (QV Investors Inc.), since inception (January 1995)
MER: 2.76%
more...
|
|
By Gordon Pape | Monday, March 08, 2010
Fund Company: Dynamic Mutual Funds
Fund Type: Asia Pacific Equity
Rating: $$$
Style: Value
Risk Level: High
Load Status: Optional front or back-end load
RRSP Suitability: Poor
TFSA Suitability: Good for aggressive investors
Code: DYN079 (front-end)
Manager: Chuk Wong, since February 1996
MER: 2.61%
more...
|
|
By Gordon Pape | Tuesday, March 02, 2010
Fund Company: Dynamic Mutual Funds
Fund Type: Canadian Focused Equity
Rating: $$$$
Style: Value
Risk Level: Medium
Load Status: Optional front or back-end load
RRSP Suitability: Good
TFSA Suitability: Excellent
Code: DYN040 (front-end)
Manager: David Taylor, since January 2003
MER: 2.41%
more...
|
|
By Gordon Pape | Thursday, February 25, 2010
Fund Company: Mackenzie Financial Corporation
Fund Type: Canadian Equity
Rating: $$$
Style: Bottom-up/Value
Risk Level: Medium
Load Status: Optional front or back-end load
RRSP Suitability: Good
TFSA Suitability: Good
Code: MFC02031 (I units)
Manager: Suzann Pennington, since April 2005
MER: 2.00% (I units)
more...
|
|
By Gordon Pape | Thursday, February 18, 2010
Fund Company: Fidelity Investments Canada
Fund Type: CE (Canadian Equity)
Rating: $$$$
Style: Sector Neutral Value/Growth
Risk Level: Medium
Load Status: Optional front or back-end load
RRSP Suitability: Excellent
TFSA Suitability: Excellent
Code: FID224 (front-end B units)
Manager: Andrew Marchese, since March 2009
MER: 2.27% (B units)
more...
|
|
By Gordon Pape | Tuesday, February 09, 2010
Fund Company: Desjardins Funds
Fund Type: Canadian Equity
Rating: $$$$
Style: Social responsibility
Risk Level: Medium
Load Status: No load
RRSP Suitability: Excellent
TFSA Suitability: Excellent
Code: DJT9
Manager: Fiera YMG Capital Management Team, since January 2004
MER: 2.35%
more...
|
|
By Gordon Pape | Tuesday, February 02, 2010
Fund Company: Phillips, Hager & North Investment Management
Fund Type: Canadian Fixed Income
Rating: $$$
Style: Socially responsible
Risk Level: Low
Load Status: No-load (D units), Front-end (B units)
RRSP Suitability: Excellent
TFSA Suitability: Excellent
Code: PHN610
Manager: Team, since inception (October 2002)
MER: 0.75%
more...
|
|
By Gordon Pape | Thursday, January 28, 2010
Fund Company: Mackenzie Financial Corporation
Fund Type: Global Small/Mid Cap Equity
Rating: $$$$
Style: Deep value
Risk Level: High
Load Status: Optional front or back-end load
RRSP Suitability: Poor
TFSA Suitability: Good for aggressive accounts
Code: MFC742 (front-end)
Manager: James Morton, since inception (Sept. 1998)
MER: 2.48% (C units)
more...
|
|
By Gordon Pape | Monday, January 18, 2010
Fund Company: Invesco Trimark Investments
Fund Type: International Equity
Rating: $$$$
Style: Growth
Risk Level: Medium
Load Status: Optional front or back-end load
RRSP Suitability: Good
Code: AIM633 (front-end)
Manager: B. Sides, C. Olsson, J. Holzer, S. Cao, M. Dennis, since 2000 and 2003
MER: 2.58%
more...
|
|
By Gordon Pape | Monday, January 11, 2010
Fund Company: Franklin Templeton Funds
Fund Type: Emerging Markets Equity
Rating: $$$
Style: Value
Risk Level: High
Load Status: Optional front or back-end load
RRSP Suitability: Poor
Code: TML1076 (font-end)
Manager: J. Mark Mobius, since inception (June 2004)
MER: 2.94% (A units)
more...
|
|
By Gordon Pape | Tuesday, January 05, 2010
Fund Company: Mavrix Funds
Fund Type: Natural Resources Equity
Rating: $$$
Style: Top-down/Bottom-up
Risk Level: High
Load Status: Optional front or back-end load
RRSP Suitability: Poor
Code: MAV112
Manager: Paul MacDonald, since April 2007
MER: 3.15% (A units)
more...
|
|
By Gordon Pape | Monday, January 04, 2010
Fund Company: FirstAsset Management
Fund Type: Natural Resource Equity
Rating: $$$
Style: Growth
Risk Level: High
Load Status: Front-end load (maximum 5%)
RRSP Suitability: Poor
Code: TDK100
Manager: Wayne Deans (Deans Knight Capital Management), since January 2001
MER: 3.89% Style: Growth
more...
|
|
By Gordon Pape | Tuesday, December 22, 2009
Fund Company: RBC Asset Management
Fund Type: Canadian Income Trusts Equity
Rating: $$$
Style: Value/Growth Blend
Risk Level: Medium
Load Status: Front-end, back-end, and no-load options
RRSP Suitability: Good
Fund Code: RBF591 (no-load A units)
Manager: Jennifer McClelland, since inception (July 2006)
MER: 2.04% (A units)
more...
|
|
By Gordon Pape | Tuesday, December 15, 2009
Fund Company: Phillips, Hager & North Investment Management
Fund Type: Canadian Equity Balanced
Rating: $$$
Style: Value
Risk Level: Medium
Load Status: Front-end (B units) and no-load (D units)
RRSP Suitability: Fair
Fund Code: PHN800 (D units)
Manager: Terry Bacinello, since inception (June 2006)
MER: 1.25%
more...
|
|
By Gordon Pape | Tuesday, December 08, 2009
Fund Company: Phillips, Hager & North Investment Management
Fund Type: Canadian Equity
Rating: $$$
Style: Value
Risk Level: Medium
Load Status: No load
RRSP Suitability: Good
Segregated Fund: PHN810
Manager: Terry Bacinello, since inception (June 2006)
MER: 1.25% (D units)
more...
|
|
By Gordon Pape | Monday, November 30, 2009
Fund Company: Manulife Mutual Funds
Fund Type: Canadian Small/Mid Cap Equity
Rating: $$$$
Style: Growth
Risk Level: Medium
Load Status: Optional front or back-end load
RRSP Suitability: Fair
Code: EPL588 (Front-end)
Manager: Ted Whitehead (MFC Global Investment Management), since inception (November 1998)
MER: 2.61%
more...
|
|
By Gordon Pape | Tuesday, November 24, 2009
Fund Company: Hartford Investments Canada
Fund Type: Global Equity
Rating: $$$
Style: Blend
Risk Level: Medium
Load Status: Optional front or back-end load
RRSP Suitability: Good
Fund Code: HIC615 (A units, front-end)
Manager: Bill Kanko and Richard Jenkins (Black Creek), since June 2006
MER: 2.35% (A units)
more...
|
|
By Gordon Pape | Tuesday, November 17, 2009
Fund Company: Invesco Trimark Investments
Fund Type: Global Equity
Rating: $$$
Style: Value
Risk Level: High
Load Status: Optional front or back-end load
RRSP Suitability: Fair
Segregated Fund: AIM1593 (Front-end units)
Manager: Jeff Hyrich and Erin Greenfield, since October 2001 and December 2008
MER: 2.49%
more...
|
|
By Gordon Pape | Thursday, November 12, 2009
Fund Company: Invesco Trimark Investments
Fund Type: Canadian Focused Small/Mid Cap Equity
Rating: $$$$
Style: Value
Risk Level: Medium
Load Status: Optional front or back-end load
RRSP Suitability: Fair
Segregated Fund: AIM1683 (front-end)
Manager: Ted Chishom and Robert Mikalachki, since February 2007 and December 2000 respectively
MER: 2.48%
more...
|
|
By Gordon Pape | Thursday, November 05, 2009
Fund Company: Claymore Investments
Fund Type: Emerging Markets Equity
Rating: $$$
Style: Index
Risk Level: High
Load Status: Brokerage commissions
RRSP Suitability: Poor
Segregated Fund: TSX: CBQ
Manager: Chuck R. Craig, since inception (September 2006)
MER: 0.6%
more...
|
|
By Gordon Pape | Thursday, October 29, 2009
Fund Company: Dynamic Mutual Funds
Fund Type: Canadian Focused Equity)
Rating: $$$$
Style: Growth
Risk Level: High
Load Status: Optional front or back-end load
RRSP Suitability: Fair
Segregated Fund: No
Manager: Rohit Sehgal, since January 1999
MER: 4.09%
more...
|
|
By Gordon Pape | Monday, October 19, 2009
Fund Company: Claymore Investments
Fund Type: Financial Services Equity
Rating: $$$
Style: Index
Risk Level: Medium
Load Status: Brokerage commissions payable
RRSP Suitability: Good
Segregated Fund: No
Manager: Claymore Management Team, since inception (February 2008)
MER: 0.55% Symbol: CEW
more...
|
|
By Gordon Pape | Thursday, October 15, 2009
Fund Company: Barclays Global Investors Canada Ltd.
Fund Type: Canadian Inflation Protected Fixed Income
Rating: $$$
Style: Index
Risk Level: High
Load Status: Brokerage commission
RRSP Suitability: Fair
Segregated Fund: No
Manager: Barclays Global Investors Team, since inception (December 2005)
MER: 0.35%
more...
|
|
By Gordon Pape | Monday, October 05, 2009
Fund Company: Claymore Investments
Fund Type: Canadian Equity
Rating: $$$
Style: Index, with active overlay
Risk Level: Medium
Load Status: Brokerage commissions apply
RRSP Suitability: Good
Segregated Fund: No
Manager: Claymore Management Team, since inception (February 2006)
MER: 0.65%
more...
|
|
By Gordon Pape | Tuesday, September 29, 2009
Fund Company: Barclays Global Investors Canada Ltd.
Fund Type: Financial Services Equity
Rating: $$$
Style: Index
Risk Level: Medium
Load Status: Brokerage commissions apply
RRSP Suitability: Good
Segregated Fund: No
Manager: Barclays Global Investors Team, since inception (June 2002)
MER: 0.55%
more...
|
|
By Gordon Pape | Thursday, September 24, 2009
Fund Company: Phillips, Hager & North Investment Management
Fund Type: Canadian Fixed Income
Rating: $$$$
Style: Multiple
Risk Level: Low
Load Status: No load
RRSP Suitability: Excellent
Segregated Fund: No
Manager: Fixed Income Research Team, since December 1970
MER: 0.59% (D and F units)
more...
|
