想买Mutual Funds

[steven2001]

请推荐几个好的Mutual Funds, 多谢.

 

[dkwan]

depends on long term or short term.

RBC Monthly Income for non-registered investment.
RBC O'Sh International Equity
RBC US Equity Currency Netural (Cdn$)

 

[steven2001]

3-5 year or longer

Thanks for your response. I am looking for 3-5 years or longer.
I want to purchase through ING Bank.

Some funds are in mind, please advise,

AGF Divident Income fund,
AGF Canadian Resources Fund,
AGF World Company Fund,
CI Harbour,
Fidelity Focus Technology
Trimark Canadian Bond

Thanks

 

[dkwan]

AGF Dividend Income Fund, need fee to buy/sell the fund, inception date: 2003.

AGF Canadian Resources Fund, long term fund, 5-10 years. Resources fund at the best of its 10-year period. Facing correction this year. Not recommended to invest more than 10% in this fund. need fee to buy/sell the fund.


AGF World Companies, need to know if the fund is hedged.

CI Habour is 23% in Energy/Resources, not recommending funds too heavy in that sector. Correction year.

Fidelity Focus Technology, small fund, 1.41 million. might face buy/sell charge. Sector fund, not recommended to investment more than 10%.

Trimark Canadian Bond, go for investor needs regular monthly income. Will not experience much captial grow since type of investment. Will experince some short term captial lost due to increasing in Prime rate.

Hope that helps. QQH for more detail

 

[dkwan]

Moment would be more international hedged funds, reason:

1) Take advantage of strong CDN$.
2) Very focus in CDN from outside investor, Int'l MF are somehow undervalued.
3) Canada is only 2% of whole investment captial of the world.

 

[太极]

Long term 有些什么推荐?

Thanks.

 

[IPLAN4U]

Re: Long term 有些什么推荐?

最初由 太极 发布
Thanks.

equity funds

 

[dkwan]

lots of choices. Equity fund is one of them.

But equity fund has many categories as well. Also, have to consider whether investment is registered or non-registered? Also, its about risk tolerance.

But in general, long term, is 5+ years.

25% in Cdn Equity
25% in US Equity
25% in Int'l Equity
25% in Fixed Income

Not recommended to say particular fund in this stage.

 

[sure]

depending on your investment objective, your own financial status, and your risk tolrant level

 

[dkwan]

its so vague to say what fund to buy.

make sure you understand the fund before you buy. Don't just look at history

 

[elk]

Would you recommand to buy MF now, or wait to see?

最初由 dkwan 发布
its so vague to say what fund to buy.

make sure you understand the fund before you buy. Don't just look at history

 

[dkwan]

yes, I definitely would recommended to buy MF now, but which fund to buy is depends on your goal and risk

 

[wyandywja]

最初由 steven2001 发布
请推荐几个好的Mutual Funds, 多谢.

I am a financial consultant in Investor Group, the largest investment company in Canada. We have about 355 funds for you including short term to long term. Please call Andy 798-7700 ext 452 or send email wyandywja@hotmail.com.I can give you a free consultation face to face.
Andy