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ADVISOR FOCUS - a newsletter from globeadvisor.com
27 June 2003

Current Issue | Subscribe to Advisor Focus | Back Issues


 MUTUAL FUNDS: Escaping the DSC
  • There Are Escapes From Deferred Sales Charges
    Many financial advisors still count DSC funds as critical to their business. What's the best way to make this fee structure work for clients? Here, Rob Carrick discusses the "use-it- or-lose-it" free 10-per-cent redemption, and explores some alternative fee strategies.
     
  • Frugal Fixed Income Funds
    Bond funds generally underperform their benchmark, which makes costs key. Read this article, originally publised in Canadian MoneySaver, for insight on how to find high-quality, low-cost bond funds for your clients, plus an analysis of what makes a winner.
     
  • Manager Sure On Small-Cap Selections
    For the first six months of this year, Mavrix Strategic Small Cap Fund is the top performer in the small-cap category. Fund manager Roger Dent explains that the sudden surge came with a "change in mandate".
     
    PLUS:
    Investors Dump Funds In June
     
  • AGF to Impose Trading Penalty
    Goodbye, market-timer money: Most fund companies have always claimed the prerogative to punish investors who switch out of a fund less than 90 days after buying it. Now AGF declares it will rigourously enforce that penalty.

BAY STREET WEEK: Heat Lets Up On Analysts


CANADIAN DOLLAR: Strategy for a Stronger Loonie