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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: What is your opinion of these 2 mutual funds. I have held for years but wondering if there is a better ETF to move the funds into or just keep theses two funds. They are held in a RRSP. Thanks
Read Answer Asked by Greg on January 15, 2026
Q: Mawer Global Fund has just experienced a down year and I assume they are experiencing significant redemptions. December 2024 they paid a dividend of 20 cents per share. December 2025 they paid a dividend of $2.30 per share.

Is the large dividend simply an enticement to keep people invested? Why would they paid such a large dividend when they just experienced a year of less than stellar results?

Thank you

Paul
Read Answer Asked by paul on January 08, 2026
Q: Greetings 5i Team:

I'm looking to make upgrades to some RBC Funds in my wife's accounts. Deduct as many credits as needed.

Can you suggest:

1. A general tech ETF of the same ilk as RBF 620 Global Technology Fund,

2. For that matter, can you suggest a (preferably Cdn dollar) cyber security ETF.

3. A substitute for RBF 615 US Equity Fund.

4. A substitute for RBF 617 US Midcap Fund (with the idea that small caps might actually catch a bid this year).

5. A healthcare ETF, preferably in Cdn dollars.

Thank you, you're much appreciated!
Pete in Calgary.
Read Answer Asked by Peter on January 06, 2026
Q: Our portfolio manager is recommending the PIMCO Monthly Income Fund Series F (PMO205) mutual fund, as part of our fixed income investments. Is this mutual fund worth the high MER of 0.86? Morningstar gives it a 4-star rating and returns appear to be considerably higher than other comparable funds. In the event of a deep world-wide recession, is this fund vulnerable to losses? As a senior, capital preservation is my highest priority.
Thanks!
Read Answer Asked by Grant on December 01, 2025
Q: Hi, can you give me a top level summary of the differences between Mutual Funds and ETF's? And which would you prefer when choosing funds to allocate dollars to the Global Market?

Thank-you!
Read Answer Asked by Kimberely on November 27, 2025
Q: Please give your opinion on the following "F" series funds. Any comparatives would also be appreciated Deduct as many credits as necessary.

rgCF
LYZ801F5.cf
RCDB-NE
GIDY-T
PMIF-T
QTIP-NE
DXP-T
GOC703.CF

Thank you

Paul
Read Answer Asked by paul on November 26, 2025
Q: Are Canadian investors allowed to buy US Mutual Funds / ETF's?
Read Answer Asked by Reg on November 18, 2025
Q: Hi,

Brookfield Private Equity Fund (Canada) is not open for Individual investors and is only offered via registered financial advisor. I got below response against my query from company, FYI

"Individual investors cannot participate in this offering through their self directed brokerage account. Please reach out to your registered financial advisor or dealing representative to learn more about the offering"
Read Answer Asked by S on October 31, 2025
Q: I am trying to reduce risk in my TFSA. I am 76 years old. What do you think of AGF GLOBAL SELECT FD CL F(808) as an option? Do you have other suuggestions for this strategy? What would be an appropriate percentage of bond exposure in a TFSA for someone of my age with a moderate tolerance for risk?
Read Answer Asked by Ron on October 30, 2025
Q: Last week there was an article in the G&M discussing a new private equity fund that was being introduced by a Brookfield subsidiary. Would you endorse this product for an appropriate investor?

Thanks again for all of the great work that your team does!

https://www.brookfieldoaktree.com/fund/bpe-canada

Read Answer Asked by philip on October 29, 2025
Q: Hello,

Can I please get your opinion of this fund which I believe was launched in 2021. Thank you.

Dave
Read Answer Asked by David on October 29, 2025
Q: is there a place on the net where you can find out what mutual /asset management companies are invested in [stocks] in canada
Read Answer Asked by hans on October 29, 2025
Q: In general, what is your opinion on investing in Mutual Funds? I just want to follow a dozen stocks and the rest in ETF, Index, or Mutual funds. But I hear Mutual Funds have a high MER.
Read Answer Asked by Louis on October 24, 2025
Q: Hi,

You have probably answered this before so apologies if you have.

In general, can you please briefly compare and contrast the following fixed income alternatives?

GICs
Directly held bonds (corporate or government)
Bond ETFs
Bond mutual funds

Thank you so much. Michael
Read Answer Asked by Michael on October 23, 2025
Q: Peter, I’m also tiring of underperformance of MAW funds. Could you suggest alts for these two please? Thanks,
Rod
Read Answer Asked by Rodney on October 21, 2025
Q: I have held the Mawer Small Cap Global fund for several years. performance hasn't been too good in my mind. I am just about flat since original investment. How does this compare to other similar funds? Can you suggest other choices that may be a better choice?
Read Answer Asked by Mike on October 17, 2025
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