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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: Can you please comment on this fund.. Performance over the past 12-15 months has slipped from its long term averages, and ,according to Morningstar, has been in the bottom quartile of comparable funds.over this period. Based on its holdings and asset mix and performance would you continue to hold this fund? What would be your rationale for your recommendation. If you think that the fund should be sold what would be a good replacement. I currently have a position in the Mawer Global balanced fund so would be looking for another name, Thanks.



Read Answer Asked by John on February 11, 2020
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
Q: Hi 5i Team;
I having been following Pender Funds and am wondering what you think of them? I was thinking of their Pender Value Fund class F for some long term growth in my TFSA, as well as their Pender Corporate Fund Class F, for some stability in the same account or my partners TFSA. I’m interested to hear your thoughts in general on these funds, if the mer is worth it, and if they would be appropriate for a TFSA? Would corporate bonds be an okay investment right now?Thanks so much!
Read Answer Asked by Pat on February 08, 2020
Q: I know you are not a fan of mutual funds, and neither am I, but I wondered if you could suggest one for a TFSA that I could buy and forget about for a few years. One that could work well in a TFSA that has a low mer, but a decent return. Thank you.
Read Answer Asked by Shirley on January 28, 2020
Q: Hello,
We inherited this F type fund after parting with our advisor. The BMO has so far kept it as such in our joint cash account. We own this fund since November 2017 and so far received $1236.30 in dividends and are $2500.00 down from our 30K. investment. I have a very basic idea of their long-short approach and I would like to ask your opinion if their modus operandi might be worth keeping and provide value during possible down markets.
Thank you and have a super day,
Kurt Baertsch
Read Answer Asked by Kurt on January 15, 2020
Q: The Vision Strategic Opportunity Fund and the Vision Opportunity Fund Class A units are 2 funds that interest me.
I would appreciate your thoughts on how risky they may be and what the pros & cons would be as well.
Thank you,
Nick



Read Answer Asked by Nick on January 15, 2020
Q: I am looking at this mutual fund as a way to play the potential bounce in canadian mid cap oils. I am impressed with Eric Nuttal's knowledge base and this seems like a more diversified way of playing this space. I bought 1000 units on RBC Direct just to see how the fund works and the result was puzzling. The transaction seems to be at the NAV and only happens at the end of the day and although the units show in my account, my "check orders" page shows it still pending until the following day. Before I buy more, can you tell me if I am buying on the market or from NPP ... all of which is OK. A second question is when I want to sell, is there a market or am I at the mercy of NPP deciding what to pay me.
many thanks for the great service.
Read Answer Asked by Don on January 08, 2020
Q: For mutual funds etc.. which publish year-end statements showing holdings, what date is the last day they have for trades to be included? Is it the settlement date or the date of purchase?
Read Answer Asked by Robert on January 06, 2020
Q: When I compare MFT (that I own) and FRL.UN with ZFH and PGI.UN I don't understand why the former don't perform as well as the latter. What can explain that and what would be the best bond ETF (low volatility and reasonable yield) to own within a registered and non registered account. Also, do you know a bond ETF giving mostly capital gain for a non registered account to reduce the income in interest.
Read Answer Asked by Michel on December 16, 2019
Q: My daughter holds RBF1018 (series D units) in her RRSP. I plan to sell all of it and buy XIT to improve her overall asset allocation. Are there any issues with pending year end dividends for either securities? Should I wait until Jan 01/20 or go ahead now?
Thanks...Steve
Read Answer Asked by Stephen on December 13, 2019
Q: Greetings

I have a US dollar account with 10% in US cash at the present time. In Canada, I have MAW 104 and like its set up.

Is there a similar US fund company to MAW 104 available or would you suggest just going with a product like VBAL? If VBAL, what is the US designation name for the product?

Thanks

Peter
Read Answer Asked by Peter on December 13, 2019
Q: Hi Peter and Wonder Team,
I am just wondering what you would suggest as to ETF replacements for the following SEI Growth Fund 80/20, I would like to replicate with ETF's as the fees are too high.
SEI U.S. Large Company Equity Fund Class O 24.14%
- SEI Canadian Equity Fund Class O 20.71%
- SEI International Equity Fund Class O 19.37%
- SEI Canadian Fixed Income Fund Class O 9.62%
- SEI U.S. High Yield Bond Fund Class O(H) 6.84%
- SEI Emerging Markets Equity Fund Class O 5.95%
- SEI U.S. Small Company Equity Fund Class O 3.91%
- SEI Global Managed Volatility Fund Class O 2.95%
- SEI Real Return Bond Fund Class O 2.89%
- SEI Canadian Small Company Equity Fund Class O 2.86%

Thanks for all you do, such a valuable service! Happy Holidays!
Read Answer Asked by Wes on December 10, 2019
Q: Hi Team! What are the top 2 actively managed mutual funds in the Canadian, US and Global sectors and why? Thank you
Read Answer Asked by Ian on December 02, 2019
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