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Investment Q&A

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PH&N Global Equity Fund Series F (RBF5370)
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Q: Hi, I previously asked about PH&N Global Equity Segregated Fund to which you used the F Series as a proxy, and felt it was a good fund. How would you compare this to the Black Rock US Eq Index Segregated Fund (Reg)? Both are offered through Sunlife and have a similar 5 yr return of 12.5% - 13.0%. If it helps, it says the 'underlying fund' is BlackRock CDN US Equity Index Non-Taxable, Class D. The 'underlying fund' for the PH&N fund is Phillips, Hager & North Global Equity Fund, Series O.
Thanks

Read Answer Asked by Ian on February 11, 2020

PH&N Global Equity Fund Series F (RBF5370)
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Q: Hi, What's your thoughts on PH&N Global Equity Segregated Fund offered through Sunlife? They're showing an annualized 5 year return of 14.5%. They're also only showing 1 down year in the past 10 (2011 down 8.58%), and 4 of the past 10 years between 25% & 33% (2013, 2015, 2017, 2019)

Thanks,
Ian

Read Answer Asked by Ian on January 17, 2020

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