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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: Could you explain when the funds are hedged and unhedged how they work with the movement of the dollar ?
Read Answer Asked by terrance on February 10, 2016
Q: I am up 25% in 1030, a long term holding but down on both of the 1033 and 1042. Would appreciate your advise as to sell or move into other Mfund. Many thanks, J.A.P, Burlington
Read Answer Asked by Joseph on February 09, 2016
Q: Is CRA form T1135 required for investments in this fund, since it invests in numerous countries in the world? And how on earth would an investor get accurate numbers for this? Or does the Mutual Fund company provide the necessary information?
Read Answer Asked by Ed on February 08, 2016
Q: What are your thoughts on couple of BMO Mutual fund.
BMO Tactical Dividend ETF = GGF31734
BMO Tactical Balanced ETF GGF31222
Read Answer Asked by Hector on January 27, 2016
Q: My question pertains to all of my mutual funds. It appears that there is at least a 1 day delay in the on-line values of my funds: on days when the market and the top 10 companies in a fund are down, the fund will show an increase and the opposite is also true. Do most funds rebalance daily?
Read Answer Asked by Arthur on January 27, 2016
Q: Good Day,
I'm wondering if this Mawer fund (MAW104) is a good one ticket solution to an older conservative investor looking for stability? I see the fund currently has about 1/3 of the fund in fixed income, some cash and the balance in equity diversified geographically around the world. Seems like a pretty good solution, would you agree with this?
Thank-you.
Read Answer Asked by Chris on January 25, 2016
Q: What is your opinion of this fund. I have held it for a number of years. But now with the market malaise am wondering if I should add to it; or sell it in order to put the funds to better use - in a well diversified (mostly 5i oriented 3 dimensional portfolio - BE, Income, and Growth). NCE appears to be up almost 1.8% YTD which seems like a "grand slam" compared to mostly everything else.

As usual, thanks in advance for your guidance on this one.
Read Answer Asked by Donald on January 22, 2016
Q: Happy New Year Peter and all at 5i.
Our diversification outside of Canada is through the 5i portfolio Canadian companies with such diversification (ATD, BNS, BOS, CSU, SJ, TCN etc). We don't have any US or Global domiciled stocks. Is this enough looking at 2016 or is it prudent to add some US or Global focus ? Also, we've always been impressed with Dennis Mitchell who now has 4 US/Global funds at Sprott. Though new funds, based upon Mr Mitchell's track record at Sentry, would you recommend any of these ? An alternative ? What percentage of a 5i based portfolio ? Sincere thanks for all your guidance in 2014 and 2015. All the Best in 2016 ! Paul
Read Answer Asked by Paul on January 04, 2016
Q: In TFSA I have 250 shares of XIC, I'm thinking trading XIC for MAW150 or MAW105. In RRSP I have MAW104 should I trade for MAW150 or have both. Would you consider fees to be too high. MAW150 fee in USF or Canadian?
Thank you
Read Answer Asked by Helen on December 29, 2015
Q: what would generally be your top 5 mutual fund families and why?
Read Answer Asked by steven on December 22, 2015
Q: I have held this fund for about 10 years and I am down 7%. The quarterly dividends are reinvested in the fund and are reflected in the book value. It has been a good fund over the years, but currently has hit a rough patch. The fund is the income portion of my RSP and TFSA.

Should I sell or stay the course? I am reading and watching on BNN that the high yield market is in for a rough ride.

Thank you and season's greetings to everyone at 5i.
Read Answer Asked by Richard on December 15, 2015
Q: Your thoughts as an all-in-one for registered plans
Read Answer Asked by Anthony on November 30, 2015
Q: H Peter,

I've owned 2 funds for near a decade and both are down approx 50%. One is Sprott Canadian Equity and the other is AGF PRECIOUS METALS FUND (333)
AGF333

I've been patient and because I know that you know more about these than I do, I am asking you what would you do if you held both of these funds. Would you hold or sell?

Please advise

Thank you
Read Answer Asked by Sheldon on November 30, 2015
Q: I am looking for some income products to diversify my portfolio. Royal Bank offers what they call Managed Payout Solution products, symbols RBF581, RBF582 and RBF578. While the yield is high for each, the MERs are very high. Also, it is not clear that there are no other hidden fees such as trailers, or front or rear end loading. I would appreciate your opinion of these products.
Read Answer Asked by Dennis on November 30, 2015
Q: Would you characterize holdings in RBC Emerging Markets Foreign Exchange Fund as part of the equity or fixed income portion of a portfolio? What correlation might this fund have with the movement of the Canadian or US stock exchanges? Is it beneficial for diversifying a portfolio?
Thanks
David
Read Answer Asked by David on November 30, 2015
Q: How can you tell if this fund is currency hedged or not?

Tnx for the great work.

Read Answer Asked by Jacques on November 25, 2015
Q: Hi
Is there a Canadian small cap fund your team likes?
I tried purchasing the Mawer New Canada Fund, but it's now closed and unavailable to the public.
Any favourites you can suggest?

Thanks
Read Answer Asked by Carlo on November 23, 2015
Q: Just my thoughts on the Cho 100 fund question. Post at your discretion:

Although I'm not a holder of this fund and do also strongly recommend Mawer, from a management perspective, I believe Chou is one of the best in the industry:

http://www.theglobeandmail.com/globe-investor/investment-ideas/strategy-lab/value-investing/a-fund-manager-who-refunds-fees-meet-francis-chou/article18405672/?service=mobile

Francis Chou has even refunded fees in the past for poor performing funds, and his value strategies usually take many years to pan out. A large cash balance is likely due to not finding many value stocks in current market conditions. This also provides the ability for the fund to 'pounce' when opportunities do come up.
Read Answer Asked by Arneh on November 14, 2015
Q: What is your opinion of the Cho 100 fund? I have held for a number of years and have capital gains to pay if I sell. However seems to be underperforming the last couple of years. What would you consider as a reasonable alternative for a world growth vehicle. I own predominantly stocks and etfs with a light sprinkling of mutual funds.

Many Thanks
Read Answer Asked by paul on November 13, 2015
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