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15-Year Mutual Fund Review - November 11, 2004 edition

Alternative Strategies

Funds employ alternative strategies such as short selling or other forms of leverage. Funds may use speculative strategies as well as hedging strategies. A fund is classified as Alternative Strategies if 1) short selling exceeds 2% in any one security or if total short positions exceed 10% of the total fund value; and/or 2) the fund's investment mandate specifically includes use of alternative strategies.


Fund Name 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 MER
@rgentum Canadian L/S Equity Port(R)-8.5-19.40.739.5-----------3.00
@rgentum Pooled Mkt Neut. Port(R)-18.0-35.7-10.21.0-10.0-7.0---------2.98
Abria Diversified Arbitrage Tru(R)2.65.08.19.3-----------1.95m
Adaly Opportunity-A(C)24.735.524.011.4-----------1.50m
Adaly Opportunity-B(C)23.2--------------2.00m
AGF Managed Futures Notes Series 1-16.2--------------3.00m
AIC American Focused Plus(R)-2.018.1-10.2------------2.66
Altrinsic Opportunities(R)6.720.4-------------2.92
Arrow ClockTower Global(R)10.4--------------2.25m
Arrow Elkhorn U.S. Long/Short(R)13.01.7-------------2.50m
Arrow Enso Global(R)11.8--------------2.25m
Arrow Epic Capital(R)30.839.3-------------2.25m
Arrow Goodwood(R)3.113.7-13.8------------2.25m
Arrow High Yield(R)3.19.7-------------2.25m
Arrow Multi-Strategy(R)5.86.5-------------2.50m
Arrow Multi-Strategy Notes S11.8--------------
Arrow RSP Multi-Strategy(R)5.3--------------2.50m
Arrow WF Asia(R)16.222.813.1------------2.25m
Asset Logics Managed Futures Hedge-17.3-13.124.445.6-29.2----------10.42
BancNote Trust - Series II(C)10.3--------------2.25m
BancNote Trust - Series III(C)10.7--------------2.25m
BDC Managed Futures Series N-2(C)-6.5-3.814.4------------4.50m
BDC Managed Futures Series N-3-6.0-3.113.8------------4.50m
BDC Managed Futures Series N-4(C)-6.6-3.1-------------4.50m
BDC Managed Futures Series N-5-6.1-2.5-------------4.50m
BDC Managed Futures Series N-6(C)-5.6-2.0-------------4.50m
BDC Managed Futures Series N-7(C)-7.1--------------4.50m
BDC Managed Futures Series N-7A(C)-7.6--------------4.50m
BluMont Canadian Opportunities(R)13.44.410.8------------2.53
BluMont Hirsch Long/Short(R)10.913.2-------------3.15
BluMont MAN-IP 220 Ser 1 Notes(C)-5.4--------------
BluMont MAN-IP 220 Ser 2 Notes(C)-6.0--------------
BluMont Market Neutral(R)-7.80.2-------------3.16
BPI American Opportunities(R)-6.717.7-14.6-19.7-----------2.79
BPI American Opportunities RSP(R)-7.117.3-------------3.13
BPI Global Opportunities(R)-8.517.2-18.7-16.437.773.930.470.713.5------2.73
BPI Global Opportunities III(R)-9.217.0-18.5-16.0-----------2.83
BPI Global Opportunities III RSP(R)-9.516.8-------------2.97
CI Landmark Glo Opportunities RSP(R)-25.12.8-------------2.99
CI Landmark Global Opportunities(R)-12.03.115.9------------2.86
CI Multi-Manager Opportunities(R)-1.99.5-------------2.97
DeltaOne Northern Rivers L.P(R)13.1--------------2.00m
Dynamic Alpha Performance(R)10.51.4-------------5.73
Dynamic Equity Hedge(R)2.619.2-22.8------------3.97
Dynamic Power Hedge Fund - F(R)48.256.1-------------2.10
Epic Limited Partnership(R)34.045.317.0------------2.00m
Friedberg Currency(C)14.57.6-62.229.2-28.8-4.447.7-13.126.2------1.30
Friedberg Diversified (US$)(C)-7.6-33.5-1.290.8-52.4-11.0-0.18.8-------0.92
Friedberg Equity-Hedge (US$)(C)21.7-13.71.430.168.6-8.5---------2.50
Friedberg Futures (US$)(C)-3.6-7.6-29.359.9-41.4-2.7---------1.36
The Report on Business survey of mutual funds measures the performance of various types of funds for the period from Oct. 1 to Sep. 30 of each year.
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