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ADVISOR FOCUS - a newsletter from
08 August 2003

Current Issue | Subscribe to Advisor Focus | Back Issues

SPOTLIGHT: Stepping Back Into Funds

What Mutual Fund Pundits are Recommending

The market rally that's perking up your clients' portfolio statements could also make this summer the ideal time to get back into mutual funds. Intrepid Globe and Mail reporter Carolyn Leitch asks four fund analysts - optimistic and bearish - for their recommendations. Read the full Globe and Mail report.
View a Fund Report containing eight analyst recommendations


  • Mutual Funds Rebound in July
    New mutual fund sales totaled about $300-million in July, a dramatic turnaround from June and only the second positive month of net sales in the past 15. Read Allan Robinson's Report.

Templeton Growth, and Chasing Performance

  • Manager Profile: Trimark Fund Manager Keeps it Simple
    Geoff MacDonald, manager of the Trimark Canadian Endeavour Fund, normally holds a stock for between five and 10 years. There are only a handful of important components of a good stock, he argues: strong management, business potential, price and gut instinct. Read Investment Reporter Richard Bloom's fund manager profile.

    AIM Trimark Merges Funds
    Changes made to reorganize low performers, eliminate overlap in product line.
  • Chasing Performance Costly for Investors
    Boston-based Dalbar Inc.'s 2003 study of investor performance has found that most investors in stock mutual funds aren't very good at timing the market. They tend to chase performance and because of that, the returns on their investments haven't even kept up with inflation or market indexes over time. Read Angela Barnes' full report.
  • Templeton Graph Fails to Illustrate the Full Picture
    Templeton Growth Fund has lost 17.5 per cent over one year, 7.8 per cent over three years and 2.7 per cent over five years. It has paid the price in redemptions. At the beginning of 2000, the fund had a whopping $11.8-billion in assets; it now has $6.1-billion. Despite all this, writes columnist Douglas Goold, "Templeton does offer something of value."
  • Asset Shift into Stocks Won't Hold Up in the Long Run
    Jeffrey Rubin, no slouch as the chief economist and chief strategist at CIBC World Markets, remarks that the current asset shift from stocks to bonds will soon meet its demise. "When the U.S. tax stimulus dissipates later this year, that asset shift won't stand, just as it didn't after the first stimulus package ran out of gas." Read Jeffrey Rubin's well-reasoned report.

PERSONAL FINANCE: Gold Cards, Landscaping,
Smart Lending

  • Renting Cars Can be Golden if You Charge it
    "Surely you've wondered whether the level of coverage your card offers is comparable to the atrociously expensive but all- encompassing insurance sold by car rental agencies," writes columnist Rob Carrick. He did, and after talking to a few experts, his conclusion is that gold card insurance isn't as good, but it's good enough.
  • Proper Landscaping Design Could Save You Tax
    Canadian tax law restricts the amount of land that qualifies as part of your principal residence to half a hectare (about 1.25 acres). The good news? There's an exception to this rule where you can demonstrate that the land in excess of half a hectare is necessary for the use and enjoyment of the property as a residence. Read Tim Cestnick's report.
  • If you must a lender be, be a smart lender
    Many parents get into trouble when they lend money to newly married children to purchase a home without any record of the loan. The house becomes a shared asset, with both spouses entitled to half if the marriage dissolves. Here's some advice that will increase your clients' lending IQ.