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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Is there anytime that Segregated Funds make sense?
Heather
Read Answer Asked by Gregory on February 02, 2015
Q: Hi Peter and staff,

Please give me your opinion on this fund. BAROMETER DISCIPLINED LEADERSHIP HIGH INCM FD CL A.
MER+TER is 4.84%
the fund may also pay annual performance fee to the portfolio manager equal to 20%of the amount by which the value of the Fund exceeds the value of its benchmark.
Your opinion would be greatly appreciated.
Thanks Shirley

Read Answer Asked by SHIRLEY on February 02, 2015
Q: Good day, I have had this European ETF for just over a year and it hasn't done very much, but is now up 5%. I assume due to the stimulus packages. It is only 2.5% of my portfolio. Should I be looking at other International diversification somewhere else, or would you keep this as part of a balanced portfolio. I do also have TD International Index - eTDB911, which also has some European and Asian exposure.
Read Answer Asked by Colin on January 29, 2015
Q: I am interested in purchasing some corporate class T series mutual funds Or other similar products which give a ROC . Can u explain advantages and particularly disadvantages of these products in terms of erosion of capital . The goal is to defer income and capital gains to a future date as I don't need it now.
Also can u recommend which company and products are best in the corporate class series. Thank you
Read Answer Asked by Indra on January 28, 2015
Q: I believe I am past the minimum holding periods and am trying to salvage what I can from the venture fund disaster (originally was a Vengrowth fund). I can't see holding this but would appreciate your insights. Publish if you wish. Thanks.
Read Answer Asked by gordon on January 26, 2015
Q: My wife will be retiring later this year and will depend on her investments to generate her retirement income. While she owns many of the securities in your income portfolio she would like to add a couple of balanced funds to further diversify her investment portfolio. I reviewed all your previous responses to fund related questions and concluded that Mawer would likely be your top pick as a balanced fund manager. Based on your experience in the industry are there one or two other managers that you would recommend for our consideration. Thanks.
Read Answer Asked by John on January 26, 2015
Q: Can you tell me if, as a rule,Canadian Mutual funds which invest in US securities have a hedging mechanism in terms of currency. If so is this information disclosed?
Read Answer Asked by roland on January 22, 2015
Q: could you advise on the merits to use this alternative strategy fund to diversify a portfolio that is currently 80% phnbalanced fund 5% mawer global smallcap this leaves 15% that i would like to add more bang for my bucks. this 15% is in my rrsp that i cannot add to and plan on leaving for 8 years for manditory convertion to rrif. would you also consider cgl gold to be a part? hope this is not to vague. thank you kindly LARRY
Read Answer Asked by Larry on January 20, 2015
Q: What can you tell us about this fund which seems to have had a dramatic increase in the last few weeks (according to the globeinvestor ) Thanx Robbie
Read Answer Asked by Robert on January 20, 2015
Q: While I am not sure where oil prices will bottom whether that is $30,$20 or even lower, they will bottom at some point. I would like to follow a short list of 4-5 energy producers that are financially sound and have the most potential for a strong rebound when prices strengthen. An alternative is to buy an ETF like XEG or perhaps a fund like Sprott's energy fund. I would appreciate your views and a short list of companies that I could buy for potentially strong gains in the energy sector if and when that happens. Thanks.
Read Answer Asked by John on January 13, 2015
Q: can you tell me if this a good investment for the next 2 years

Thanks for your help
Read Answer Asked by DAN on January 04, 2015
Q: A year ago you responded to my question regarding Mawer Funds. You said they were among the best of the managers available. I purchased Maw 102, 104, 108 and 130. I am happy to say they have all done extremely well. I am thinking of buying more of maw 108. What will be the impact on the fund if the Canadian dollar appreciates in value. Could you explain how exactly the fund is Canadian dollar hedged. Thanks for your help.

Ray
Read Answer Asked by Ray on January 04, 2015
Q: I presently hold as much as 25%of my portfolio in th IA Clarington Strategic Fund CCM3550. I was looking at the steady dividend income when I purchased this fund. Can you tell me how rising interest rates will affect this fund (higher dividend or lower). This is for long term, is there a better place for my holdings? Your advice and insight would be greatly appreciated.
Read Answer Asked by Mark on December 17, 2014
Q: Good day
What are your thoughts on BMO tactical dividend fund? Could
it be a core holding for a RRIF account?
Read Answer Asked by Howard on November 30, 2014
Q: Hi Peter, I have these Mutual Funds in my portfolio and they have done extremely well in this market environment, I wish more people shared they good investments here. While I am at it, would like your opinion of TBE and RMM.un. many thanks, Joe.P Burlington
Read Answer Asked by Joseph on November 23, 2014
Q: Thank you for your information on Phillips North & Hager's High Yield Bond Fund. The MER is .087 and the RBF1280 Symbol is shown on their website and is what I used to purchased it on Royal Bank Direct Investing. I tried PHN 285 on their site and it showed no response. The fund closes again this Wednesday.
Thanks again.
Read Answer Asked by Steven on November 21, 2014
Q: Re: Steven's inquiry and 5i's response. TDDI shows RBF1280 as the ticker for this fund. The MER is indicated as 0.87%
PHN285 is an invalid ticker as per TDDI
Read Answer Asked by Scot on November 21, 2014
Q: Phillips, Hager and North have recently opened their high yield bond fund to investors for the first time in a while - would you buy this type of fund for a five year minimum hold?
Thank you.
Read Answer Asked by Steven on November 21, 2014
Q: Hello Peter and team,
A friend asked me my opinion about his LIRA account (which he won't be accessing for about 25 years). For a few reasons he is not interested in transferring to a self-directed account, wishing to keep this part of his portfolio with his financial adviser. She believes that Edgepoint Global Growth and Income (EDG180) is the best option for him. I have never heard of Edgepoint, so after a cursory glance at their website and Morningstar looks fine, I thought I would ask you. Do you have any feedback about Edgepoint as an investment company and EDG180 as a fund that I could share with my friend?
I appreciate the excellent service you provide.
Thanks in advance, Rory
Read Answer Asked by Rory on November 19, 2014
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