Q: I know you have been asked this before but I couldn't find the answer.I have Sentry Canadian Income Fund NCE 717.The MER is high but the return has been pretty good.My holding is around 30K.Option 1 is to keep it.Option 2 sell it and put 50% into XIU and 25% each into CDZ and XEI.Any thoughts.Thanks for the great service.
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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: Hi Peter I know that you are not big on mutual funds in general. However, I've been looking at investing in the health care sector and came across CI's Global Health Sciences Corp Cl.
It shows 20% return average over 5 years with the past 2 years at 44 and 59%. Management fees are high at 5%. When the company publishes these figures, have the management fees already been taken off, or should they be subtracted to get actual returns. Would you also please comment on whether this fund is worth considering investing in. Thank you. Your information is always very helpful.
It shows 20% return average over 5 years with the past 2 years at 44 and 59%. Management fees are high at 5%. When the company publishes these figures, have the management fees already been taken off, or should they be subtracted to get actual returns. Would you also please comment on whether this fund is worth considering investing in. Thank you. Your information is always very helpful.
Q: Some think that 2014 will be the year for the Cdn stk mkt to shine. If you agree, what sectors would be best and what mutual fund(s) would best cover these? (I have mainly stocks in my accounts that are similar to you model, but am trying to get back to a few good mfs as well.) Thanks for you help. Alan
Q: Hi Peter,
I know you are not a big advocate of funds at this point in your career becasue of fees etc..However, what would your favourite funds be for US large Cap & US small cap? or perhaps you could recommend US large cap & US Small cap ETF?
Thanks
I know you are not a big advocate of funds at this point in your career becasue of fees etc..However, what would your favourite funds be for US large Cap & US small cap? or perhaps you could recommend US large cap & US Small cap ETF?
Thanks
Q: I believe you mentioned Norrep Funds a few months ago, but
I can't find it in the archive. Would you please restate your
opinion of this family of funds? They seem to be very small,
and am concerned they can achieve the economies of scale to survive over the long term.
I can't find it in the archive. Would you please restate your
opinion of this family of funds? They seem to be very small,
and am concerned they can achieve the economies of scale to survive over the long term.
Q: could I have your opinion on dynamic alpha performance fund
FT(2198) wilf.
FT(2198) wilf.
Q: Hi Team
My adviser is suggesting purchasing Vertex Arbitrage fund as an alternative to a portion of fixed income type of investing. Do you know this fund and any feel what type of return may be achieved with this type of fund?
As always thank you for your advise.
My adviser is suggesting purchasing Vertex Arbitrage fund as an alternative to a portion of fixed income type of investing. Do you know this fund and any feel what type of return may be achieved with this type of fund?
As always thank you for your advise.
Q: I believe I have read that it is unwise to purchase mutual funds in december because they allocate certain amounts that accumulate over the year therefore you could be in for a capitol gain or other tax liability that you did note participate in. I have two funds left to liquidate as a result of moving all my accounts to a discount broker and reallocating resources to individual stocks and ETFs.
Is there any advantage to selling these two funds now to avoid this year end fund activity? I would be doing so early in the new year anyway.
Thank you so much for an educational and profitable year. All the best for the Season and 2014 to the 5i team and members.
Is there any advantage to selling these two funds now to avoid this year end fund activity? I would be doing so early in the new year anyway.
Thank you so much for an educational and profitable year. All the best for the Season and 2014 to the 5i team and members.
Q: Hi Peter & 5i: Just a comment regarding Andrew’s question (12/3/13) about switching between VUS and VUN and the possibility of not triggering a capital gain. I agree with you that his contemplated switch would crystallize a taxable gain, if executed, but I think he may have had something else in mind when mentioning what he had heard about. I think in some cases mutual fund companies are able to allow investor’s holdings to be switched between their various funds “in house,” without creating a taxable transaction for the investor. That may have been the idea. As you point out though, it doesn’t work with ETFs, even if the ETFs are both products of the same investment company.
Q: Seems to me that if you can identify a fund with a good manager at inception, before they are swamped with cash, then you can do very well. Over the last while we have seen a Raymond Jeffries fund top the charts and more recently CI Canadian Growth. Are you able to identify and recommend similar funds when they occur?
Q: Could you please recommend 3 or 4 solid mutual funds for my pension account Thanx Robbie
Q: Hi Guys,
I have a comment concerning Bryon. I would eliminate all answers concerning Mutual funds and ETF's. How can you possibly know what is in an ETF of mutual fund to give a proper answer.
Just my 2 cents.
Regards
John
I have a comment concerning Bryon. I would eliminate all answers concerning Mutual funds and ETF's. How can you possibly know what is in an ETF of mutual fund to give a proper answer.
Just my 2 cents.
Regards
John
Q: I am thinking of adding some mutual funds to my portfolio. Specifically I am looking at the Mawer funds with fairly low Mer and with no trailer fees. Maw 104, 106, 108, 120. These all have fairly good track records. Appreciate your thoughts.
G
G