15-Year Mutual Fund Review
in for the Really Long Haul
Personal Finance Columnist Rob Carrick
takes an insightful look into the approach and
success secrets of the managers behind some of
Canada's oldest funds, and discovers that a long
life and decent returns often go hand in hand.
Log in and view a fund report containing some of
the oldest funds in Canada
Manager Wins by Sticking With Style
Value investing, ignoring fads, a small
number of holdings and a natural resources
focus put Wayne Deans' fund in the No. 2 spot
over 15 years. Strong performance, but
investors have had a wild ride.
Old Money Can Beat The Bear
"The rich are different from you
and me," F. Scott Fitzerald quipped, to
which Ernest Hemingway reportedly replied,
"Yes — they have more money."
How did high-end
money managers handle the bear market of the
past three years? One institutional shop has
generated returns of 14.7 per cent annually.
Read Andy Willis's
STRATEGY: Ethical, Balanced and Core Approaches
Funds: Interest Rises in Wake of Scandals
Socially screened funds in Canada last
year held $9.85-billion in assets, including
$4.32-billion in mutual funds and $5.53-billion
in labour-sponsored venture capital funds.
Not huge numbers.
But it turns out that clients who buy in to the
ethical fund concept may be more determined
than others to stay invested, even in the face
of market adversity. Read the full Globe and Mail
Funds: One-Decision Shopping and a Smoother
Reporter Carolyn Leitch explores the
pros and cons of the balanced fund option for
clients, including the reduced shock factor
when clients see steady balanced fund returns
on their statements versus double digit
declines in equity funds.
Click here to view balanced fund picks from the
Flee Mutual Funds
For the tenth month in a row, the fund
industry has seen net redemptions; Canadians
pulled $760- million from mutual funds in
January. The obvious question: Where to put all
Funds Anchor Portfolio
This article, originally published in
The Wall Street Journal, warns: Don't let every
"good-looking fund" catch your eye.
Pick one to three core funds and reap the
benefits in stability.
OF INTEREST: Bay Street Winks; Regulators