Q: I have a small amount in this fund: PGF510:CA and with my reinvested drip my funds have gone up 6-7% a year on average. I'm thinking of adding a more substantial amount. Could you look at this fund for me and tell me what you think re: MER (is paying the higher fees worth it?), performance, what the stocks fair value price is, risk vs reward, forward looking etc. With the thought interest rates could soften, but then possibly go back up in the longer term, what is a good entry point? And how much risk does an investor take on going with smaller investment firms? Thanks so much.
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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.
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BMO Aggregate Bond Index ETF (ZAG $13.68)
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iShares Convertible Bond Index ETF (CVD $17.88)
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iShares Core Canadian Long Term Bond Index ETF (XLB $18.40)
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Pender Corporate Bond Fund Class F (PGF510 $13.13)
Q: I have these bond funds: PGF510, CVC, ZAG, XLB, along with mostly GIC's in my fixed income side of portfolio. Do these Bond funds pay interest the same as the GIC's or do they pay Dividends so I would get the Dividend Tax credit? All are in my margin account. Would any of these be worth adding to now that they have gone up somewhat? Thanks so much!
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!
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!