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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: Is there any point of keeping these.
Margita
Read Answer Asked by Margita Elisabet on May 31, 2018
Q: Gents,
I am interested in the Beutel Goodman Canadian Dividend Fund BTG875. It has had a bit of a rough go over the last 6 months perhaps due to interest rate increases. As more rate increases are anticipated do you think that this fund will continue to suffer? Are there other funds in this space that will fair better?
Thanks Chris
Read Answer Asked by Chris on May 23, 2018
Q: Manulife Monthly High Income Fund Series F
As far as mutual funds go, how would you rate the Manulife Monthly High Income Fund Series F? The MER seems reasonable at 1.07. I'm trying to identify a good income fund for my mother. Any others you would recommend over this one?
Thank You
Read Answer Asked by Curtis on May 08, 2018
Q: I am looking at picking up RBC's Quant US Div Leader and they have 2 versions Hedged and Unhedged. With the CDN dollar at close to 80 cents which one would you recommend to purchase for the next year. Some advisors are saying the CDN dollar will be weaker in a year from now. Should you have a balance of Hedged and Unhedged of the same fund?
Read Answer Asked by Brian on April 19, 2018
Q: Good Evening Folks,

I'm looking for a good US/International mutual fund to balance out a portfolio of mine. I'm looking at Edgepoint Global and PH&N Global. what are your thoughts on these funds? Could you suggest any others that I should consider? Are there any ETF's that are comparable?

And one more question. I've held two Canadian mutual funds with blue chip holdings for years - Mawer Canadian Equity and TD Dividend Growth. Performance has been OK but not great. Can you suggest better replacement funds or ETF's?

As always, thanks for your advice.

Dennis
Read Answer Asked by Dennis on April 18, 2018
Q: Just an admin question on your answer to Brad today, re the Manulife Strategic Income Fund. You mentioned that the MER is .97, but I'm seeing that that is for the 'F' series, which as I understand it, if you have an advisor where you're paying a fee, you get to buy the 'F' version (which is the trailer removed version). But if you're doing your own, I understood that the MER would be about 1 point higher than the 'F' series. So in this case, 1.97% Mer. Is this correct?
Thanks very much...
Read Answer Asked by Warren on April 12, 2018
Q: Which ETF best mirrors the Tangerine Equity Growth Portfolio, Fund Code: INI240? I'm happy with the performance but thought I may be able to reduce the MER with the same product in an ETF.
Thanks
Read Answer Asked by Curtis on April 02, 2018
Q: Would you sell or hold any or all of Sprott Energy, Sprott Gold, Sprott Cdn. Equity funds at this point Thanx Robbie
Read Answer Asked by Robert on March 22, 2018
Q: Hi Peter & Team,
Would this be a good portfolio of Mawer Funds for a time frame of at least 15 years, or is there something I am missing or could be improved upon.
Thanks for your input
Ivan
Read Answer Asked by Ivan on March 14, 2018
Q: Hello,

I currently have $3,500 dollars invested in CIB486 (Unfortunately half of my portfolio) in my TFSA. I also hold positions in PHO, COV, and GUD. I am in my early 20's, looking at a long-term hold, with a high-risk tolerance. I am thinking it is probably best to sell? If so where do you suggest going?

Thanks for the advice!
Read Answer Asked by eric on March 06, 2018
Q: I would appreciate your opinion on the Spartan group of funds. In particular the MM fund SPA520. I noticed one of the principles of this fund was also involved in managing the Salida multi strategy fund and you know how this fund ended up with disaster performance.

Thanks
Read Answer Asked by Saad on March 05, 2018
Q: Hi 5i staff, I Think this would be a good income investment , however I am really confused regarding the Mer.
Redwood shows 1.50 Mer on their site, You show 1.76 , Morningstar shows 1.76, TD direct shows Mer @ 1.76, but also shows Actual management fee @2.25.
Is there an answer as to why all the discrepancy.
Another Question, Why would anyone pay the high Mer for the mutual fund version when the sam product is available as an ETF with a .75 Mer
Best Regards
Read Answer Asked by l on March 05, 2018
Q: I have a long held but small position in Sprott Canadian Equity, Energy and Precious Metals . What would you recommend as replacements for these three ? I am looking for growth . Thanx Robbie
Read Answer Asked by Robert on March 02, 2018
Q: I am managing my 83 year-old mom’s TFSA ($64,000.00) and Investment Account ($25,000.00). She contributes $6000 yearly ($500.00 monthly) to the Investment account and $5,500.00 to the TFSA.

I am thinking of purchasing the Mawer Tax Effective Balanced Fund (MAW 105) which comprises 30% Canadian Fixed Income; 2.5% Global Fixed income, 7% Cash, and 60% Equities (Canadian, US, and Global) and a ETF Bond Fund such as Ishares CBO. What percent of each would you suggest I purchase of each or should I just purchase MAW 105. She doesn’t need the money for spending. Any other suggestions are greatly appreciated. Thanks. Susan

Read Answer Asked by Susan on February 20, 2018
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