CIBC Global Asset Management
After 10 years of outperforming stocks, bonds aren’t a sleepy and boring asset class. You only need to look at what happened to bonds during the credit crisis. Patrick O’Toole, portfolio manager for CIBC Global Asset Management, writes.more…
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Fund Company: CI Investments Fund Type: : Canadian Focused Equity Rating: Pape $$$$; FundGrade® “A” Style: Large-cap Blend Risk Level: Medium Load Status: Optional front- or back-end load RRSP/RRIF Suitability: Excellent TFSA Suitability: Excellent Code: CIG677 (A units, front-end) Manager: Eric Bushell, since inception (May 1998) MER:2.34%
Fund Company: IA Clarington Fund Type: Canadian Tactical Balanced Rating: Pape $$$ Style: GARP Risk Level: Medium Load Status: : Optional front- or back-end load RRSP/RRIF Suitability: Good TFSA Suitability: Good Code: (A units, front-end), CCM551 (A units DSC) Manager: Ben Cheng (Aston Hill), since inception (July 2009) MER:2.53% (A units)
Fund Company:Franklin Templeton Funds Fund Type: Canadian Dividend and Income Equity Rating: Pape $$$$; FundGrade® “A” Style: Neutral Risk Level: Medium Load Status: Optional front- or back-end load RRSP/RRIF Suitability: Excellent TFSA Suitability: Excellent Codes: TML1017 (Front-end A units), TML1018 (DSC A units) Manager: Juliette John, since inception (December 2003) MER: 2.36% (A units)
Fund Company: National Bank Mutual Funds Fund Type: Canadian Dividend and Income Equity Rating: Pape $$$; FundGrade® A Style: Large-cap Blend Risk Level: Low Load Status: Front-end load RRSP/RRIF Suitability: Good but tax advantage lost TFSA Suitability: Fair – again, loss of tax advantage Code: NBC480 Manager: David Tremblay (Intact Investment), since inception (November 2007) MER:1.48%
Fund Company: AGF Group of Funds Fund Type: Emerging Markets Equity Rating: Pape $$$$; FundGrade® “A” Style: : Bottom-up Blend Risk Level: High Load Status: Optional front- or back-end load RRSP/RRIF Suitability: Fair for RRSPs, poor for RRIFs TFSA Suitability: Good for aggressive accounts Codes: AGF791 (front-end), AGF691 (DSC) Manager: Patricia Perez-Coutts, since June 2002 MER:2.95%
Fund Company: Phillips, Hager & North Investment Management Fund Type: Canadian High Yield Fixed Income Rating: Pape $$$$; FundGrade® “A” Style: Credit analysis Risk Level: Medium Load Status: Front-end and no-load options RRSP/RRIF Suitability: Good TFSA Suitability: Good Code: PHN280 (D units) Manager: Fixed Income Research Team, since inception (July 2000) MER:0.87% (D units)
Fund Company: Scotia Securities Fund Type: Tactical Balanced Rating: Pape $$$; FundGrade® “C” Style: Blend Risk Level: Medium Load Status: Front-end, back-end, and no-load options RRSP/RRIF Suitability: Good TFSA Suitability: Good for balanced accounts Code: BNS371 (no-load A units) Manager: Larry Lunn (Connor Clark & Lunn), since January 2004 MER:2.04%
Fund Company: Franklin Templeton Funds Fund Type: Global Equity Rating: Pape: $$$; FundGrade®: “B” Style: Deep Value Risk Level: Low Load Status: Optional front- or back-end load RRSP/RRIF Suitability: Good for RRSPs, fair for RRIFs TFSA Suitability: Good Codes: TML180 (front-end), TML182 (DSC) Manager: Philippe Brugere-Trelat and Peter Langerman, since December 2009 MER:2.62% (A units)
Fund Company: TD Asset Management Fund Type: Global Equity Rating: Pape $$$$; FundGrade® “A” Style: Growth Risk Level: High Load Status: Front-end, back-end, and no-load options RRSP/RRIF Suitability: Poor TFSA Suitability: Good for aggressive accounts Fund Code: TDB652 (I units) Manager: Daniel Martino (T. Rowe Price), since January 2010 MER:2.68%
Fund Company: Claymore Investments Fund Type: Short-Term Fixed Income Rating: Pape $$$ Style: Index Risk Level: Low Cost: Brokerage fees apply RRSP/RRIF Suitability: Excellent TFSA Suitability: Good for low-risk accounts Trading Symbol: TSX: CLF Manager: Chuck R. Craig, since inception (January 2008) MER: 0.15%
Fund Company: Franklin Templeton Funds Fund Type: Canadian Small/Mid Cap Equity Rating: Pape $$$$; FundGrade® “C” Style: Bottom-up Growth Risk Level: High Load Status: Optional front- or back-end load RRSP/RRIF Suitability: Poor TFSA Suitability: Excellent for aggressive investors> Code: TML306 (A units), TML239 (F units) Manager: Ralph Lindenblatt, since Noverber 2000 MER:3.68% (A units), 2.33% (F units)
Fund Company: Redwood Asset Management Fund Type: Global Small/Mid Cap Equity Rating: Pape $$$ Style: Value Risk Level: High Load Status: Front-end load RRSP/RRIF Suitability: Fair TFSA Suitability: Good Codes: RAM203 (A units), RAM233 (F units) Manager: Michael Decter, since inception (June 2008) MER:18.11% (A units), 17.98% (F units)
Fund Company: First Trust Portfolios Fund Type: Canadian Small/Mid Cap Equity Rating: Pape $$$; FundGrade® A Style: Growth Risk Level: Medium Load Status: Front-end load RRSP/RRIF Suitability: Fair TFSA Suitability: Good Code: FTC551 (A units), FTC555 (F units) Manager: First Trust Management Team, since inception (March 2008) MER:2.68% (A units), 1.91% (F units)
Fund Company: Mackenzie Financial Corporation Fund Type: Canadian Equity Rating: Pape $$$; FundGrade® B Style: Deep value Risk Level: Medium Load Status: Optional front or back-end load RRSP/RRIF Suitability: Good TFSA Suitability: Good Fund Code: MFC738 (C units, front-end load) Manager: Lawrence Chin (since June 2008), David Slater (since May 2009) MER:2.38% (C units)
Fund Company: National Bank Mutual Funds Fund Type: Global Small/Mid Cap Equity Rating: Pape $$$$; FundGrade®“B” Style: Blend Risk Level: Medium Load Status: No load RRSP/RRIF Suitability: Fair TFSA Suitability: Good Fund Code: NBC889 Manager: Christian Cyr, Éric Dupont, and Serge Dépatie (Natcan) MER:2.40%
Fund Company: Dynamic Mutual Funds Fund Type: U.S. Equity Rating: Pape $$$$; FundGrade “A” Style: Value Risk Level: Medium Load Status: Optional front- or back-end load RRSP/RRIF Suitability: Good TFSA Suitability: Excellent Fund Code: DYN041 (front-end A units) Manager: Fingold, since September 2005 MER:2.44%
Fund Company: National Bank Mutual Funds Fund Type: Natural Resources Equity Rating: Pape: $$$; FundGrade “B” Style: Growth Risk Level: High Load Status: No load RRSP/RRIF Suitability: Fair/Poor TFSA Suitability: Good for aggressive investors Fund Code: NBC844 Manager: Mark Jackson (Natcan Investment Management) MER:2.30%
Fund Company: Phillips, Hager & North Investment Management Fund Type: Canadian Fixed Income Rating: Pape: $$$$; FundGrade “A” Style: Multiple Risk Level: Low Load Status: No load (D and F units), Front-end load (B units) RRSP/RRIF Suitability: Excellent TFSA Suitability: Excellent Manager: Fixed Income Research Team, since December 1970 MER: 0.59% (D and F units)
Fund Company: Mackenzie Financial Corporation Fund Type: Global Equity Rating: Pape: $$$$; Fundgrade “B” Style: Value Risk Level: Medium Load Status: Optional front or back-end load RRSP Suitability: Good TFSA Suitability: Good Code: MFC736 (C units, front-end) Manager: Jim Thompson and Andrew Massie, since May 2009 and April 2004 respectively MER: 2.43% (C units)
Fund Company: Dynamic Mutual Funds Fund Type: Asia Pacific Equity Rating: $$$ 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%
