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| Global Mutual Fund Investor FAQ's
What Will I Receive?
Is GMFI Recommending Only Offshore Mutual Funds?
Does GMFI Include U.S. Based Mutual Funds?
What Portion of GMFI products are not Directly Available to U.S. Investors?
How Can I Hold these Products if they are Not Directly Available to U.S. Invsestors?
When and How Will GMFI Be Delivered?
Possible Contacts?
What Will I Receive?
Each month you’ll receive a detailed update packed with current market conditions, forecasts, reports, strategies, and investment recommendations. You’ll learn the best funds to buy now, discover the tools you’ll need to launch your global portfolio, and learn about the offshore fund market in two regular features:
1)Each month your issue will contain a detailed review of current market conditions, highlighting the most up-to-date investment opportunities. You'll be alerted to market sectors that are undervalued as a result of temporary market weakness or unrecognized potential...which bull-market funds to sell or avoid just before they top out...which funds are set to profit from the market chaos that plagues ordinary investors...and the best bets for incredible value in emerging economies.
2) Each issue also features specific recommendations for maximum returns, complete with an up-to-date report on funds in the GMFI portfolio. In addition to the global equity and hedge funds that dominate GMFI's global asset allocation, you'll also find select currency strategies (including gold bullion), managed futures, and equity recommendations...all with clear explanations of the value they hold for long-term investing. Canadian equity recommendations...all packed with performance details, who to contact to make a purchase and where to find pricing daily on the Internet.
3)You'll also receive an extra-large issue every January featuring the best picks for global investing in the coming year, including complete contact information, key performance data, and tax-advantaged strategies for U.S. investors. This issue is where I lay down my track record for the previous year, hi-liting all my recommendations and bringing together our annual GMFI Scorecard.
Is GMFI Recommending Only Offshore Mutual Funds?
Absolutely not! About half of our recommendations are U.S. and Canadian securities, including many of the top-performing U.S.-based fund managers. We also survey some of England’s top managers, called Investment Trusts. For every offshore mutual fund recommendation, GMFI always plugs a U.S. clone or top-rated equivalent for domestic investors. This way, you’re never stripped of a great investment opportunity, regardless where you reside.
Does GMFI Include U.S. Based Mutual Funds?
Yes, For every top-performing offshore fund Eric recommends, you’ll also receive a recommendation for the best clone fund available to U.S. domestic investors. What many investors fail to appreciate is the small but lucrative universe of top-rated American-based mutual fund products. Many of these terrific managers aren’t even ranked or reported by the popular press, yet alone most investment advisories. Does GMFI ever recommend Exchange-traded-Funds or Index Funds Offshore?
Indeed, we do! After the United States, Germany is the world’s fastest-growing center for exchange-traded-funds, or ETFs. GMFI regularly surveys and recommends the best ETFs traded in euro, in Frankfurt. Assuming I want to invest offshore in several top-rated mutual funds, how much money do I need to get invested? Depending on your tax status, a non-U.S. investor can start with just $25,000 at Jyske Bank Private Banking in Denmark. From Copenhagen, all of the funds tracked and ranked in GMFI are sold at Jyske Bank. For U.S. investors, an offshore variable annuity ($50,000 minimum) or a self-directed IRA through a European private bank ($25,000) are the only alternatives because of potentially onerous tax implications for offshore funds held outside of a tax-deferred vehicle.
What Portion of GMFI products are not Directly Available to U.S. Investors?
Approximately half of the products recommended in GMFI are not available directly to U.S. investors.How Can I Hold these Products if they are Not Directly Available to U.S. Invsestors?
The Offshore Mutual Funds recommended in GMFI that are not available directly to U.S. investors can be purchased through an offshore variable annuity or in an IRA. In 1997, the IRS changed the way offshore funds are taxed, effectively taxing undistributed gains annually. This implies investors must pay taxes from undistributed gains from a separate source of income. Since the majority of offshore funds do NOT make year-end per share distributions, holding these products outside of a tax-deferred plan is not recommended.
For Canadians, Revenue Canada has not implemented a similarly onerous tax regime, but it is expected that they will. Unlike Americans, Canadians cannot tax defer offshore funds in an RRSP or an offshore variable annuity. When and How Will GMFI Be Delivered?
GMFI is delivered via email only. Issues will be mailed to subscribers on the 3rd week of each month. Remember, archived issues are always available on our website, by clicking on the archive button. Possible Contacts?
For offshore variable annuities, one possible contact is Mr. Marc Sola at NMG International Financial Services in Zurich. Tel. 011-41-1-266-2145. Email: marcsola@nmg-ifs.com For IRAs and how to move your tax-deferred plan to Europe, possible contacts are Jyske Bank Private Banking or Anglo-Irish Bank Austria. For Jyske Bank, you could try Mr. Thomas Fischer at 011-45-33-7878-12 or email at fischer@jyskebank.dk. For AIB Austria, you could contact Mr. Patrick Doherty at 011-43-1-406-6161-186 or email at patrickdo@angloirishbank.at . For non-U.S. investors, both Jyske Bank Private Banking in Denmark, and Anglo-Irish Bank Austria can purchase a wide variety of offshore mutual funds, including those products recommended and surveyed in GMFI. Of course, U.S. and Canadian investors can open a foreign bank account and purchase a wide variety of other securities, including global stocks, bonds and a wide spectrum of foreign currencies | 
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| | | August 20, 2008
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