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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: I want some information on Liquid Alternative funds. I believe they would add diversification to my portfolio of stocks and bonds. I would consider 10% weighing as they are more risky. What mutual funds or ETFs would be suitable to invest in this category for a DIY investor (through a discount broker ) ? I would be looking for consistent performance and good track record.
Read Answer Asked by ZIM on August 28, 2020
Q: July 10 2019 you gave the following opinion on EDG100
"We are generally not huge fans of mutual funds for their higher fees, but EDG100 is an exception that has consistently justified the higher fees through its performance. We would be fine keeping it."
1) Just wondering what your thoughts are on this mutual fund today and are the high fee still justified by it performance?
2) What alternative that operate in the same space would you suggest looking into?
Read Answer Asked by Paul on August 17, 2020
Q: Hi 5i - I recently sold the last of my mutual funds, Capital Group Global Balanced. Can you suggest alternative investments that provide similar total returns and provide international (non-US) exposure? Thanks.
Read Answer Asked by Martha on August 11, 2020
Q: Can you recommend a well regarded Precious Metals mutual fund that has a US$ version? Thank you
Read Answer Asked by Martin on July 30, 2020
Q: Could you please suggest a replacement for these mutual funds. I have been told these funds have a high MER and I should investigate other options. A switch to ETF's may be an option too.
Read Answer Asked by Terry on July 29, 2020
Q: For international/global investments, Mawer appears to have performed well.
Would you consider either of these mutual funds adequate exposure or would there be also ETFs that would cover similar holdings, which I would prefer.
Thank you!
Read Answer Asked by Sigrid on July 24, 2020
Q: Are you aware of any funds comparable to this US fund available to US investors only but not Canadian investors. Its very focused with the top 10 positions accounting for 60% of the fund with CSU being one of the positions and the results are very impressive with a very low turnover. Mawer seems somewhat similar but not as focused.
Read Answer Asked by blake on July 09, 2020
Q: Appreciate your comments on the ETF ZAG and the Mutual Fund AIM2143 Emerging Market Class. If you have a better alternative please recommend it.
Thanks.
Clayton
Read Answer Asked by Clayton on July 08, 2020
Q: What is your opinion of RBC Emerging Markets Bond Fund Series D (RBF1097.CF) ?
I bought it last October as part of my fixed income portfolio but it seems more volatile / riskier than I was expecting.
Read Answer Asked by Wendy on June 25, 2020
Q: Would like your opinion om this fund for my US account, its performance is excellent five star morningstar rating. MER at 2% is high. Is there a similar ETF with similar performance? Or should I just be contented paying this fee considering its return? Do you see this sector continuing to outperform?
Thanks
Read Answer Asked by Saad on June 25, 2020
Q: Hi, My nephew was given some money (quantity unknown but probably less than 10k) and he wants to invest in stocks. I don't believe that he wants to start a trading account. So, I imagine that something at his Bank or Credit Union would be the most appropriate. Does this restrict him to mutual funds and if so please provide me with 3 or 4 that will get him on the road to investing.
Many Thanks Gord
Read Answer Asked by gord on June 24, 2020
Q: Hello,
I have Mawer Balanced Fund fund and Mawer Global Small Cap funds in my RRIF and RLIF to provide some diversification to the individual stocks that I also have. I am happy enough with these 2 funds, and woud like to add Mower Global Balanced Fund, to provide some further foreign diversification , but I do not wish to sell any thing right now to free up the cash, so I am considering
replacing the Balanced fund with the Global Balanced Fund. This might help my foreign diversification problem, but I am wondering if there is a disadvantage to making this swap that I cannot see. the resrt of my portolio is canadian and us stock and fixed income. Please let me know if you think that this is worth doing at this time.
Thank you
Read Answer Asked by Leonard on June 24, 2020
Q: Hello 5i, I’ve invested a portion of my grandmother’s TFSA in CDZ looking for a decent diversified relatively low risk dividend (to be reinvested) payer, which I’ve seen recommended on here a few times. I was on morning star and I came across those two funds which seems to have outperformed despite their similarities and higher MER. Could you please explain the fundamental differences between the three and rank them from best to worst for a 5 year horizon according to your opinion? I wasn’t able to access the complete funds’ holding details. Thank you!!
Read Answer Asked by Michael on June 24, 2020
Q: Hi Peter, Dennis Mitchell is always very impressive when he speaks. What do you think abour his (Starlights) real estate and infrastructure funds ? The MERs seem high, are they ? Any interest ? Thanks, Paul
Read Answer Asked by Paul on June 22, 2020
Q: My sons company is using rbc as their rrsp provider for their employees. Would you be able to recommend one canadian, one us and one international ETFs or mutual funds that rbc provides? These will be long term holds. Thanks.
Read Answer Asked by steven on June 12, 2020
Q: I am looking for safety with essentially no downside but a return greater than a 6 month GIC (hoping for better in 2021). A Dynamic Alpha Performance II Fund Series A - FE has been recommended (not sure which series actually). I am skeptical given the high MER. I would very much appreciate your thoughts. Thanks.
Read Answer Asked by Danny-boy on June 02, 2020
Q: On yahoo finance charts, When I compare Mawer global equity fund vs enzl/ewl it shows that it outperforms those etfs.

But If you consider the currency conversion is it fair to say enzl and ewl have outperformed the Mawer Global fund?
Read Answer Asked by Thomas on May 22, 2020
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