Fund Changes - 2006 Report on Mutual
Funds | Current
| 2007
| 2006 | 2004-5 |
2003 | 2002 |
2001
New funds, name changes, and manager changes
Wednesday December 27, 2006: New BMO Funds
Effective December 27, 2006, BMO Nesbitt Burns Inc. - Linked Notes has
launched the following funds:
- BMO FTI bestLINK Bissett Bd ROC S3B
- BMO FTI bestLINK Bissett Bd ROC S3F
- BMO FTI bestLINK Notes Bal Gwt S1
- BMO Faircourt Total Return Series1
- Sun CI Protection Plus Class S2
- BMO FTI bestLINK Notes Callable 10
- BMO FTI bestLINK Bissett Bd ROC S3A
View the Fund
Report for BMO Nesbitt Burns Inc. - Linked Notes.
Wednesday December 27, 2006: New Mackenzie Funds
Effective December 27, 2006, Mackenzie Funds has launched the following
funds:
- Mackenzie Ivy Canadian (Hedged) – A
- Mackenzie Ivy Canadian (Hedged) – F
- Mackenzie Ivy Canadian (Hedged) – I
- Mackenzie Ivy Canadian (Hedged) – O
- Mackenzie Founders
- Mackenzie Founders – A
- Mackenzie Founders – F
- Mackenzie Founders – I
- Mackenzie Founders – O
- Mackenzie Founders – T
- Mackenzie Univ US Gro Leaders (US$)
View the Fund
Report for Mackenzie Financial Corporation.
Wednesday December 27, 2006: Impax Fund Changes
Effective December 08, 2006, Impax Funds Management Inc. has announced the
following fund changes:
New Funds
- Horizon Advantaged Equity Sr-I
- Horizon Advantaged Equity Sr-II
- Horizon Advantaged Equity Sr-III
Fund Mergers
| Terminated Fund |
Merged Into |
| Impax Venture Fund Inc-I |
Horizon Advantaged Equity Sr-I |
| Impax Venture Fund Inc-II |
Horizon Advantaged Equity Sr-II |
| Impax Venture Fund Inc-III |
Horizon Advantaged Equity Sr-III |
| Impax Venture Income Fund Inc. |
Horizon Advantaged Equity Sr-I |
View the Fund
Report for Impax Funds Management Inc.
Thursday December 21, 2006: New BMO Funds
Effective December 20, 2006, BMO Nesbitt Burns Inc.-Linked Notes has launched
the following new funds:
- BMO Sentry Select Total Return S1
- BMO Sentry Select Cdn Income ROC S6
- BMO Sentry Select Cdn Income S6
View the Fund
Report for BMO Nesbitt Burns Inc.-Linked Notes.
Thursday December 21, 2006: New Open Sky Funds
Effective November 30, 2006, Open Sky Capital has launched the following
funds:
- OPS Progressive Income Nts S5 (SG)
- OPS Top 15 Pharma S1
View the Fund
Report for Open Sky Capital.
Wednesday December 20, 2006: Vengrowth Fund Changes
Effective December 08, 2006, Vengrowth Asset Management has renamed the
following funds:
| Previous Name |
New Name |
| VenGrowth I Investment Fund Inc. |
VenGrowth Invst Fund Inc. Cl A SrE |
| VenGrowth III Investment Fund Inc. |
VenGrowth III Invst Fd Inc.Cl-A SrA |
| VenGrowth Traditional Industries |
VVenGrowth Traditional Inds Cl-A SrA |
| VenGrowth Advanced Life Sciences |
VenGrowth Adv Life Sciences ClA SrA |
Effective December 08, 2006, Vengrowth Asset Management has launched the
following funds:
- VenGrowth Adv Life Sciences ClA SrB
- VenGrowth Adv Life Sciences ClA SrC
- VenGrowth Adv Life Sciences ClA SrF
- VenGrowth III Invst Fd Inc.Cl-A SrB
- VenGrowth III Invst Fd Inc.Cl-A SrC
- VenGrowth III Invst Fd Inc.Cl-A SrF
- VenGrowth Invst Fund Inc. Cl A SrA
- VenGrowth Invst Fund Inc. Cl A SrB
- VenGrowth Invst Fund Inc. Cl A SrC
- VenGrowth Invst Fund Inc. Cl-A Sr-F
- VenGrowth Traditional Inds Cl-A SrB
- VenGrowth Traditional Inds Cl-A SrC
- VenGrowth Traditional Inds Cl-A SrF
View the Fund
Report for Vengrowth Asset Management.
Monday December 18, 2006: HSBC Fund Terminated
Effective December 15, 2006, HSBC LifeMap Portfolios has terminated the
following funds:
- HSBC LifeMap MM Conservative
View the Fund
Report for HSBC LifeMap Portfolios.
Monday December 18, 2006: AIC Fund Mergers
Effective December 15, 2006, AIC Limited has announced the following mergers:
| Terminated Fund |
Merged Into |
| AIC American Balanced |
AIC Global Balanced |
| AIC American Balanced (US$) |
AIC Global Balanced (US$) |
| AIC American Balanced Corp Cl (US$) |
AIC Value Corporate Class (US$) |
| AIC American Balanced Corp Class |
AIC Value Corporate Class |
| AIC American Balanced Seg (100%) |
AIC Value Seg (100%) |
| AIC American Balanced Seg (75%) |
AIC Value Seg (75%) |
| AIC PPC Income Pool Cls T Units |
AIC PPC Bond Pool |
| AIC PPC Income Pool Units |
AIC PPC Bond Pool |
| AIC American Focused Plus |
AIC American Focused |
| AIC American Focused Plus (US$) |
AIC American Focused (US$) |
View the Fund
Report for AIC Limited.
Monday December 18, 2006: New Franklin Templeton Funds
Effective December 18, 2006, Franklin Templeton Investments has launched the
following new funds:
- Bissett Canadian Balanced CC – A
- Bissett Canadian Balanced CC – F
- Frk Tmp Managed Corp Yield Cls – A
- Bissett Corporate Bond – A
- Bissett Corporate Bond – F
View the Fund
Report for Franklin Templeton Investments.
Monday December 18, 2006: TD Name Changes
Effective December 15, 2006, TD Asset Management Inc. has renamed the
following funds:
| Previous Name |
New Name |
| TD U.S. RSP Index |
TD U.S. Index Currency Neutral-I |
| TD U.S. RSP Index – e |
TD U.S. Index Currency Neutral-e |
| TD International RSP Index |
TD International Index Curr Neut-I |
| TD International RSP Index – e |
TD International Index Curr Neut-e |
| TD AmeriGrowth RSP |
TD U.S. Quantitative Equity-I |
| TD Balanced |
TD Monthly High Income-I |
| TD Global Asset Allocation |
TD Global Equity Advantage Port-I |
| TD Global RSP Bond |
TD Global Bond-I |
| TD Global RSP Bond-A |
TD Global Bond-AI |
| TD U.S. Equity |
TD North American Dividend-I |
| TD U.S. Equity (US$) |
TD North American Dividend-I (US$) |
| TD Nasdaq RSP Index |
TD NASDAQ Index-I |
| TD Nasdaq RSP Index – e |
TD NASDAQ Index-e |
View the Fund
Report for TD Asset Management Inc.
Monday December 18, 2006: Desjardins Fund Mergers
Effective December 08, 2006, Desjardins Financial Security has merged the
following funds:
| Terminated Fund |
Merged Into |
| Desjardins Ultimate Port Equity 4 |
Desjardins Ultimate Port Equity 3 |
| Millenia III Northwest Port Sr 4 |
Millenia III Northwest Port Sr 3 |
| Millennia III American Equity 2 |
Millennia III American Equity 1 |
| Millennia III American Equity 4 |
Millennia III American Equity 3 |
| Millennia III B Bond 4 |
Millennia III B Bond 3 |
| Millennia III B Canadian Balanced 4 |
Millennia III B Canadian Balanced 3 |
| Millennia III B Canadian Equity 4 |
Millennia III B Canadian Equity 3 |
| Millennia III B Dividend Income 4 |
Millennia III B Dividend Income 3 |
| Millennia III B Small Cap 4 |
Millennia III B Small Cap 3 |
| Millennia III Cdn. Balanced 2 |
Millennia III Cdn. Balanced 1 |
| Millennia III Cdn. Balanced 4 |
Millennia III Cdn. Balanced 3 |
| Millennia III Cdn. Dividend 2 |
Millennia III Cdn. Dividend 1 |
| Millennia III Cdn. Dividend 4 |
Millennia III Cdn. Dividend 3 |
| Millennia III Cdn. Equity 2 |
Millennia III Cdn. Equity 1 |
| Millennia III Cdn. Equity 4 |
Millennia III Cdn. Equity 3 |
| Millennia III European Equity 4 |
Millennia III European Equity 3 |
| Millennia III Fidelity Intl Port 4 |
Millennia III Fidelity Intl Port 3 |
| Millennia III Global Balanced 4 |
Millennia III Global Balanced 3 |
| Millennia III Income 2 |
Millennia III Income 1 |
| Millennia III Income 4 |
Millennia III Income 3 |
| Millennia III Int'l Equity 2 |
Millennia III Int'l Equity 1 |
| Millennia III JF Canadian Equity 4 |
Millennia III JF Canadian Equity 3 |
| Millennia III JF Global Balanced 4 |
Millennia III JF Global Balanced 3 |
| Millennia III MB American Equ Gwt 4 |
Millennia III MB American Equ Gwt 3 |
| Millennia III MB Balanced Growth 4 |
Millennia III MB Balanced Growth 3 |
| Millennia III MB Can Equity Gwth 4 |
Millennia III MB Can Equity Gwth 3 |
| Millennia III MB Can Equity Value 4 |
Millennia III MB Can Equity Value 3 |
| Millennia III MB Fixed Income 4 |
Millennia III MB Fixed Income 3 |
| Millennia III Money Market 2 |
Millennia III Money Market 1 |
| Millennia III Money Market 4 |
Millennia III Money Market 3 |
| Millennia III N.A. Small Co. 2 |
Millennia III N.A. Small Co. 1 |
| Millennia III N.A. Small Co. 4 |
Millennia III N.A. Small Co. 3 |
| Millennia III Northwest Quebec Gr 4 |
Millennia III Northwest Quebec Gr 3 |
| Millennia III Talvest Balanced Po 4 |
Millennia III FT/Quotential Bal Inc |
| Millennia III Talvest Conser Port 4 |
Millennia III FT/Quotential Div Inc |
| Millennia III Talvest Growth Port 4 |
Millennia III FT/Quotential Growth |
| Millennia III Trimark Canadian 4 |
Millennia III Trimark Canadian 3 |
View the Fund
Report for Desjardins Financial Security.
Friday December 15, 2006: Desjardins Funds Renamed
Effective December 11, 2006, Desjardins Financial Security has renamed the
following funds:
| Previous Name |
New Name |
| Millennia III Talvest Balanced Po 3 |
Millennia III FT/Quotential Bal Inc |
| Millennia III Talvest Conser Port 3 |
Millennia III FT/Quotential Div Inc |
| Millennia III Talvest Growth Port 3 |
Millennia III FT/Quotential Growth |
View the Fund
Report for Desjardins Financial Security.
Friday December 15, 2006: Desjardins Funds Terminated
Effective December 11, 2006, Desjardins Financial Security has terminated the
following funds:
- Millennia III Tal Glo Asst All 3
- Millennia III Tal Glo Asst All 4
- Millennia III Talvest Global Equ 3
- Millennia III Talvest Global Equ 4
- Millennia III MB Int'l Equ Growth 3
- Millennia III American Equity Val 3
- Millennia III American Equity Val 4
- Millennia III Mortgage 3
- Millennia III B Multinat Growth 3
- Millennia III B Multinat Growth 4
- Millennia III Talvest Gl Bond 3
- Millennia III Talvest Gl Bond 4
View the Fund
Report for Desjardins Financial Security.
Friday December 15, 2006: Equitible Life Funds Terminated
Effective December 11, 2006, Equitable Life Insurance Co. of Canada has
terminated the following funds:
- Equitable Life Asian-Pacific
- Equitable Life European Equity
- Equitable Life International
- Equitable Life US Equity
View the Fund
Report for Equitable Life Insurance Co. of Canada.
Thursday December 14, 2006: Industrial Alliance Fund Mergers
Effective December 13, 2006, Industrial Alliance Insurance and Fin'l Services
has announced the following mergers:
| Terminated Fund |
Merged Into |
| IA Group Balanced (Seamark) |
IA Group Diversified |
| IA Group Canadian Equity (Seamark) |
IA Group 100 Canadian Equity Value |
| IA Group Canadian Equity (AGF) |
IA Group Cdn Equity (McLean Budden) |
| IA Group Global Equity (Seamark) |
IA Group Global Eq ( McLean Budden) |
| IA Group Int'l Equity (Seamark) |
IA Group Int'l Equity (Jarislowsky) |
| IA Group U.S. Equity (Seamark) |
IA Group U.S. Equity(McLean Budden) |
View the Fund
Report for Industrial Alliance Insurance and Fin'l Services.
Thursday December 14, 2006: New BMO Funds
Effective December 13, 2006, BMO Nesbitt Burns Inc. - Linked Notes has
launched the following new funds:
- BMO MSP ArMADA S3 (ROC Yield Class)
- BMO MSP ArMADA S3 (Growth Class)
View the Fund
Report for BMO Nesbitt Burns Inc. - Linked Notes.
Wednesday December 13, 2006: Batirente Fund Changes
Effective December 11, 2006, Batirente has made the following fund changes:
Fund Name Change
| Previous Name |
New Name |
| Batirente - Canadian Equity |
Batirente Canadian Equity – MULTI |
Manager Change
| Fund Name |
Previous Manager |
New Manager |
| Batirente Canadian Equity – MULTI |
Pierre Trottier |
Peter Harrison, Vital Provix and André Chabot |
View the Fund
Report for Batirente.
Wednesday December 13, 2006: New Desjardins Funds
Effective December 11, 2006, Desjardins Financial Security has launched the
following funds:
- Millennia III Northwest SpecialtyEq
- Millennia III Northwest Gth and Inc
- Millennia III FT/Quotential Growth
- Millennia III FT/Quotential Bal Gr
- Millennia III FT/Quotential Div Inc
- Millennia III FT/Quotential Bal Inc
View the Fund
Report for Desjardins Financial Security.
Wednesday December 13, 2006: Fairway Capital Fund Changes
Effective December 01, 2006, Fairway Capital. has made the following changes:
New Funds
- Cdn Medical Discoveries Cl A Sr I
- Cdn Medical Discoveries Cl A Sr II
Fund Mergers
| Terminated Fund |
Merged Into |
| Canadian Medical Discoveries |
Cdn Medical Discoveries Cl A Sr I |
| Canadian Medical Discoveries II |
Cdn Medical Discoveries Cl A Sr I |
View the Fund
Report for Fairway Capital.
Tuesday December 12, 2006: London Life Fund Name Changes
Effective December 11, 2006, London Life Insurance Co. has announced the
following Name changes:
| Previous Name |
New Name |
| London Life Balanced Growth (LLIM) |
London Life Balanced Growth (LC) |
| London Life Bond (LLIM) |
London Life Bond (LC) |
| London Life Canadian Equity (LLIM) |
London Life Canadian Equity (LC) |
| London Life Diversified (LLIM) |
London Life Diversified (LC) |
| London Life Dividend (LLIM) |
London Life Dividend (LC) |
| London Life Global Equity (LLIM) |
London Life Global Equity (LC) |
| London Life Growth Equity (LLIM) |
London Life Growth Equity (LC) |
| London Life Income (LLIM) |
London Life Income (LC) |
| London Life Money Market (LLIM) |
London Life Money Market (LC) |
| London Life Mortgage (LLIM) |
London Life Mortgage (LC) |
| London Life North American Balanced (LLIM) |
London Life Nth Amer Balanced (LC) |
| London Life North American Equity (BG) |
London Life Canadian Equity (BG) |
| London Life Cdn Sci & Tech (GWLIM) |
London Life Science & Tech (G) |
| London Life U.S. Equity (LLIM) |
London Life U.S. Equity (LC) |
| London Life U.S. Growth Sectors (LLIM) |
London Life US Growth Sectors (LC) |
View the Fund
Report for London Life Insurance Co.
Tuesday December 12, 2006: Genus Fund Terminated
Effective November 30, 2006, Genus Capital Management Inc. has terminated the
following fund:
- Genus Tactical Asset Allocation
View the Fund
Report for Genus Capital Management Inc.
Tuesday December 12, 2006: New London Life Funds
Effective December 11, 2006, London Life Insurance Co. has launched the
following new funds:
- London Life Income Profile
- London Life Equity Profile
- London Life 2050 Profile
- London Life 2045 Profile
- London Life 2040 Profile
- London Life 2035 Profile
- London Life 2030 Profile
- London Life 2025 Profile
- London Life 2020 Profile
- London Life 2015 Profile
- London Life 2010 Profile
View the Fund
Report for London Life Insurance Co.
Tuesday December 12, 2006: Mackenzie Fund Changes
Effective December 08, 2006, Mackenzie Financial Corporation has announced
the following changes:
New Fund
Fund Mergers
| Terminated Fund |
Merged Into |
| Symmetry Canadian Stock Class |
Symmetry Equity Class |
| Symmetry Canadian Stock Class W |
Symmetry Equity Class |
| Symmetry US Stock Class |
Symmetry Equity Class |
| Symmetry US Stock Class W |
Symmetry Equity Class |
| Symmetry EAFE Stock Class |
Symmetry Equity Class |
| Symmetry EAFE Stock Class W |
Symmetry Equity Class |
| Symmetry Specialty Stock Class |
Symmetry Equity Class |
| Symmetry Specialty Stock Class W |
Symmetry Equity Class |
View the Fund
Report for Mackenzie Financial Corporation.
Tuesday December 12, 2006: CIBC Fund Name Changes
Effective December 08, 2006, CIBC Asset Management has announced the
following name changes:
| Previous Name |
New Name |
| Renaissance Canadian Income Trust |
Renaissance Canadian Monthly Income |
| Renaissance Canadian Income Trust II |
Renaissance Diversified Income |
View the Fund
Report for CIBC Asset Management.
Tuesday December 12, 2006: New CIBC Fund
Effective December 11, 2006, CIBC Securities Inc. has launched the following
new fund:
- CIBC Global Monthly Income
View the Fund
Report for CIBC Securities Inc.
Friday December 8, 2006: New Open Sky Fund
Effective November 30, 2006, Open Sky Capital has launched the following
fund:
- OPS Index Optimizer S20 (Citibank)
View the Fund
Report for Open Sky Capital.
Wednesday December 6, 2006: New Transamerica Funds
Effective December 4, 2006, Transamerica Life Canada has launched the
following funds:
- imaxx Canadian Balanced GIF 100/100
- imaxx Canadian Dividend GIF 75/100
- imaxx Canadian Dividend GIF 75/75
- imaxx TOP Cdn Balanced GIP 100/100
- imaxx TOP Cdn Balanced GIP 75/100
- imaxx TOP Cdn Balanced GIP 75/75
- imaxx TOP Income GIP 75/100
- imaxx TOP Income GIP 75/75
View the Fund
Report for Transamerica Life Canada.
Tuesday December 5, 2006: New AGF Funds
Effective December 04, 2006, AGF Management Inc. has launched the following
new funds:
- AGF Elements Balanced Portfolio-T
- AGF Monthly High Income-T
- AGF Diversified Dividend Income-T
- AGF Cdn Real Value Balanced-T
- AGF Canadian Balanced-T
View the Fund
Report for AGF Management Inc.
Monday December 4, 2006: RBC Fund Name Change
Effective December 04, 2006, RBC Asset Managaement Inc. has renamed the
following fund:
| Previous Name |
New Name |
| RBC DS Aggressive Growth Global Prt |
RBC DS Aggressive All Eq Global Prt |
View the Fund
Report for RBC Asset Managaement Inc.
Monday December 4, 2006: DeltaOne Management Change
Effective October 23, 2006, DeltaOne Capital Partners Corp. have transferred
Management of the following fund to Northern Rivers Capital Management Inc:
| Fund Name |
New Name |
| DeltaOne Northern Rivers RSP |
Northern Rivers Innovation RSP |
View the Fund
Report for Northern Rivers Capital Management Inc.
Monday December 4, 2006: New Open Sky Funds
Effective November 30, 2006, Open Sky Capital has launched the following
funds:
- OPS Index Optimizer S18 (Citibank)
- OPS Equity Performance S1
- OPS Index Optimizer S19 (Citibank)
- OPS Inflation Plus S1
- OPS Inflation Plus S2
- OPS Progressive Income Nts S3 (SG)
- OPS Progressive Income Nts S4 (SG)
- OPS S&P All Star S1
- OPS Annual Pay Nts S1 (SG)
- OPS Asset Allocation Notes S10 (SG)
- OPS Commodity Index Nts S10 (SG)
- OPS Commodity Index Nts S11 (SG)
View the Fund
Report for Open Sky Capital.
Monday December 4, 2006: New ROI Funds
Effective November 28, 2006, ROI Management has launched the following funds:
- ROI Global Pension Series 5
- ROI Global Pension Series 7
- ROI Global Pension Series A
- ROI Global Pension Series F
- ROI Global Pension Series F-5
- ROI Global Pension Series F-7
- ROI Global Pension Series O
- ROI Sceptre Canadian Pension F-5
- ROI Sceptre Canadian Pension F-7
View the Fund
Report for ROI Management.
Monday December 4, 2006: New Copernican Fund
Effective November 30, 2006, Copernican Capital Corp has launched the
following funds:
- Copernican World Banks Split Inc.
Thursday November 30, 2006: Industrial Alliance Name Changes
Effective November 20, 2006, Industrial Alliance Insurance and Fin'l Services
and Industrial Alliance Pacific Life Insurance has renamed the following funds:
| Previous Name |
New Name |
| IA Ecflx Global Equity (New Star) |
IA Ecflx Global Equity(Oppenheimer) |
| IAP Ecflx Global Equity (New Star) |
IAP Ecflx Global Equity (Oppenheim) |
View the Fund
Report for Industrial Alliance Insurance and Fin'l Services and Industrial
Alliance Pacific Life Insurance.
Wednesday November 29, 2006: New CIBC Funds
Effective November 20, 2006, CIBC World Markets Inc. has launched the
following new funds:
- CIBC Glbl Asst-Lkd PEaRL Dep Nt S17
- CIBC Biofuel Growth Series 1
View the Fund
Report for CIBC World Markets Inc.
Wednesday November 29, 2006: Mackenzie Fund Merger
Effective November 24, 2006, Mackenzie Financial Corporation has announced
the following fund merger:
| Terminated Fund |
Merged Into |
| Mackenzie Sen Short Term Bond-M |
Mackenzie Sentinel Short-Term Income |
View the Fund
Report for Mackenzie Financial Corporation.
Tuesday November 28, 2006: Dynamic Fund Changes
Effective November 27, 2006, Dynamic Mutual Funds has launched the following
funds:
- Marquis Enhanced Canadian Equ Pl-A
- Marquis Enhanced Canadian Equ Pl-V
- Marquis Global Equity Pool-A
- Marquis Global Equity Pool-V
- Marquis MultiPartners Equity Port-V
- Marquis MultiPartners Growth Port-V
- Marquis MultiPartners High Gro Pt-V
- Marquis Diversified All Equity Pt-V
- Marquis Diversified All Income Pt-V
- Marquis Diversified Balanced Port-V
- Marquis Divers Conservative Port-V
- Marquis Diversified Defensive Pt-V
- Marquis Diversified Growth Port-V
- Marquis Diversified High Gro Port-V
Effective November 24, 2006, Dynamic Mutual Funds has announced the following
changes:
Name Changes
| Previous Name |
New Name |
| Marquis Enhanced Canadian Equ Pool |
Marquis Enhanced Canadian Equ Pl-C |
| Marquis Global Equity Pool |
Marquis Global Equity Pool-C |
| Viscount Canadian Bond Pool – A |
Marquis Canadian Bond Pool - A |
| Viscount Canadian Bond Pool – V |
Marquis Canadian Bond Pool – V |
| Viscount Canadian Equity Pool – A |
Marquis Canadian Equity Pool – A |
| Viscount Canadian Equity Pool – V |
Marquis Canadian Equity Pool - V |
| Viscount High Yld US Bond Pool – A |
Marquis High Yld US Bond Pool - A |
| Viscount High Yld US Bond Pool – V |
Marquis High Yld US Bond Pool - V |
| Viscount International Equ Pool – A |
Marquis International Equ Pool - A |
| Viscount International Equ Pool – V |
Marquis International Equ Pool - V |
| Viscount U.S. Equity Pool – A |
Marquis U.S. Equity Pool - A |
| Viscount U.S. Equity Pool – V |
Marquis U.S. Equity Pool - V |
Fund Mergers
| Terminated Fund |
Merged Into |
| Viscount Diversified Defensive Port |
Marquis Diversified Defensive Port |
| Viscount Diversified Conservative |
Marquis Divers Conservative Port |
| Viscount Diversified Balanced Port |
Marquis Diversified Balanced Port |
| Viscount Diversified Growth Port |
Marquis Diversified Growth Port |
| Viscount Diversified High Growth |
Marquis Diversified High Growth Pt |
| Viscount Diversified All Equity |
Marquis Diversified All Equity Port |
| Viscount Diversified All Income |
Marquis Diversified All Income Port |
Fund Termination
View the Fund
Report for Dynamic Mutual Funds.
Tuesday November 28, 2006: Mackenzie Fund Changes
Effective November 24, 2006, Mackenzie Financial Corporation has announced
the following changes:
Name Changes
| Previous Name |
New Name |
| Mackenzie Sentinel Mortgage |
Mackenzie Sentinel Short-Term Income |
Fund Mergers
| Terminated Fund |
Merged Into |
| Mackenzie Sentinel High Income |
Mackenzie Sentinel Divers Income |
| Mackenzie Sentinel Short Term Bond |
Mackenzie Sentinel Short-Term Income |
| Mackenzie Focus Far East Class-B |
Mackenzie Focus Far East Class |
View the Fund
Report for Mackenzie Financial Corporation.
Wednesday November 22, 2006: New BMO Funds
Effective November 21, 2006, BMO Nesbitt Burns Inc.-Linked Notes has launched
the following funds:
- BMO AIM Legacy Notes Total Rtrn S2
- BMO AIM Legacy Bal. Growth Yield S2
- BMO AIM Legacy Bal. Growth ROC S2
View the Fund
Report for BMO Nesbitt Burns Inc.-Linked Notes.
Tuesday November 21, 2006: Sprott Manager Changes
Effective November 20, 2006, Sprott Asset Management Inc. has announced the
following manager change:
| Fund Name |
Previous Manager |
New Manager |
| Sprott Energy |
Eric Sprott and Jason E. Whitley |
Eric Sprott |
View the Fund
Report for Sprott Asset Management Inc.
Tuesday November 21, 2006: CI Investments Manager Changes
Effective November 20, 2006, CI Investments Inc. has announced the following
portfolio manager changes:
| Fund Name |
Previous Manager |
New Manager |
| CI Canadian Small/Mid Cap |
Kim Shannon & Teresa Lee |
James Lawson & David Picton |
| Clarica SF CI Cdn Small/Mid Cap |
Kim Shannon & Teresa Lee |
James Lawson & David Picton |
| Clarica SF CI Cdn Sml/Md Cap – DSC |
Kim Shannon & Teresa Lee |
James Lawson & David Picton |
| CI Canadian Asset Allocation |
Kim Shannon |
Eric Bushell & James Dutkiewicz |
| SunWise II CI Canadian AA 75/100 |
Kim Shannon |
Eric Bushell & James Dutkiewicz |
| SunWise II CI Canadian AA 100/100 |
Kim Shannon |
Eric Bushell & James Dutkiewicz |
| SunWise Elite CI Cdn AA 100/100 |
Kim Shannon |
Eric Bushell & James Dutkiewicz |
| SunWise Elite CI Canadian AA 75/100 |
Kim Shannon |
Eric Bushell & James Dutkiewicz |
| SunWise Elite CI Canadian AA 75/75 |
Kim Shannon |
Eric Bushell & James Dutkiewicz |
| SunWise II CI Canadian AA 75/75 |
Kim Shannon |
Eric Bushell & James Dutkiewicz |
View the Fund
Report for CI Investments Inc.
Tuesday November 21, 2006: Industrial Alliance Pacific Fund Mergers
Effective November 10, 2006, Industrial Alliance Pacific Life Insurance has
announced the following fund mergers:
| Terminated Fund |
Continuing Fund |
| IA Ecflx Boomernomics |
IA Ecflx Global Equity (Templeton) |
| IA Ecflx European Eqty (Rothschild) |
IA Ecflx Fidelity European Equity |
| IA Ecflx Global Fin Services (CI) |
IA Ecflx Global Equity (Templeton) |
| IA Ecflx Global Technol (ABN AMRO) |
IA Ecflx U.S. DAQ Index |
| IAP Boomernomics |
IAP Global Equity (Templeton) |
| IAP Ecflx European Eq (Rothschild) |
IAP Fidelity European Growth |
| IAP Global Fin Services (CI) |
IAP Global Equity (Templeton) |
| IAP Global Technol (ABN AMRO) |
IAP U.S. DAQ Index |
View the Fund
Report for Industrial Alliance Pacific Life Insurance.
Tuesday November 21, 2006: IA Clarington Fund Terminated
Effective November 17, 2006, IA Clarington has terminated the following fund:
- Clarington U.S. Dividend - I
View the Fund
Report for IA Clarington.
Monday November 20, 2006: New CIBC Funds
Effective November 06, 2006, CIBC World Markets Inc. has launched the
following funds:
- CIBC CI MAX Deposit Notes Series 6
Effective November 02, 2006, CIBC World Markets Inc. has launched the
following funds:
- CIBC International Yield Dep Note 2
Effective October 16, 2006, CIBC World Markets Inc. has launched the
following funds:
- CIBC Total Premium Yield S8
- CIBC International Yield Dep Note 1
- CIBC CI MAX Deposit Notes Series 5
View the Fund
Report for CIBC World Markets Inc.
Monday November 20, 2006: IA Clarington Fund Changes
Effective November 17, 2006, IA Clarington has announced the following
changes:
Fund Mergers
| Terminated Fund |
Continuing Fund |
| Clarington Money Market |
IA Money Market |
| Clarington Canadian Bond-A |
IA Bond |
| Clarington Canadian Bond-B |
IA Bond |
| R High Yield Bond |
IA Bond |
| IA Clarington Dividend Income |
R Dividend Income |
| IA Clarington Cdn Conserv Equity |
IA Canadian Conservative Equity |
| R Global Growth |
Clarington Global Equity |
| R European |
Clarington Global Equity |
| R Asian |
Clarington Global Equity |
| R Life & Health |
Clarington Global Equity |
Terminated Funds
- Clarington Canadian Resources Class
- IA Crystal Enhanced Index America
Fund Name Change
| Previous Name |
New Name |
| R Money Market |
IA Money Market |
| R Money Market-B |
IA Money Market-B |
| R Money Market-X |
IA Money Market-X |
| R Bond |
IA Bond |
| R Bond - F |
IA Bond – F |
| R Bond – X |
IA Bond – X |
Fund Manager Changes
| Fund Name |
Previous Manager |
New Manager |
| Clarington Diversified Income |
Geoffrey Hollands, Doug MacDonald and Patrick Kim |
Industrial Alliance Investment Mgmt Team |
| Clarington Income Trust |
Doug MacDonald and Patrick Kim |
Industrial Alliance Investment Mgmt Team |
View the Fund
Report for IA Clarington.
Friday November 17, 2006: Talvest Manager Change
Effective November 16, 2006, Talvest Fund Management has announced the
following portfolio manager changes:
| Fund Name |
Previous Manager |
New Manager |
| Talvest Global Bond |
Jean Charbonneau |
Brandywine Global Asset Mgmt-Mgmt Team |
View the Fund
Report for Talvest Fund Management.
Friday November 17, 2006: CIBC Manager Change
Effective November 16, 2006, CIBC Securities Inc. has announced the following
portfolio manager changes:
| Fund Name |
Previous Manager |
New Manager |
| CIBC Global Bond |
Jean Charbonneau |
Brandywine Global Asset Mgmt-Mgmt Team |
View the Fund
Report for CIBC Securities Inc.
Thursday November 16, 2006: New Mackenzie Fund
Effective November 15, 2006, Mackenzie Financial Corporation has launched the
following new fund:
View the Fund
Report for Mackenzie Financial Corporation.
Wednesday November 15, 2006: New Fidelity Fund
Effective November 06, 2006, Fidelity Investments Canada Ltd. has launched
the following new fund:
- Fidelity Amer HgYld Curr Neutral-B
View the Fund
Report for Fidelity Investments Canada Ltd.
Tuesday November 14, 2006: ROI Fund Name Changes
Effective November 10, 2006, ROI Management has announced the following name
changes:
| Previous Name |
New Name |
| ROI Sceptre Monthly Income A |
ROI Sceptre Canadian Pension A |
| ROI Sceptre Monthly Income F |
ROI Sceptre Canadian Pension F |
| ROI Sceptre Monthly Income O |
ROI Sceptre Canadian Pension O |
| ROI Sceptre Monthly Income 5 |
ROI Sceptre Canadian Pension 5 |
| ROI Sceptre Monthly Income 7 |
ROI Sceptre Canadian Pension 7 |
View the Fund
Report for ROI Management.
Tuesday November 14, 2006: Mackenzie Fund Merger
Effective November 10, 2006, Mackenzie Financial has announced the following
fund merger:
| Terminated Fund |
Merged Into |
| Mackenzie Univ Future |
Mackenzie Univ NA Growth Class |
View the Fund
Report for Mackenzie Financial Corporation .
Wednesday November 8, 2006: New BMO Funds
Effective November 8, 2006, BMO Nesbitt Burns Inc.-Linked Notes has launched
the following funds:
- BMO GGOF CORE R.O.C. S1
- BMO GGOF CORE Total Rtn. S1
- BMO GGOF CORE Yield S1
View the Fund
Report for BMO Nesbitt Burns Inc.-Linked Notes .
Wednesday November 8, 2006: Fonds de Professionels Changes
Effective November 1, 2006, Fonds des Professionels du Quebec has terminated
the following funds:
- Quebec Professionals Gl Diversified
View the Fund
Report for Fonds des Professionels du Quebec .
Tuesday November 7, 2006: Mackenzie Fund Name Changes
Effective November 6, 2006, Mackenzie Financial Corporation has renamed the
following funds:
| Previous Name |
New Name |
| Mackenzie Univ Future Capital |
Mackenzie Univ NA Growth Class |
| Mackenzie Sel Mgr Far East Cap |
Mackenzie Focus Far East Class |
| Mackenzie Sel Mgr FarEast Cp-B |
Mackenzie Focus Far East Class-B |
| Mackenzie Sel Mgr FarEast Cp-M |
Mackenzie Focus Far East Class-M |
| Mackenzie Sel Mgr FarEastC(US$)-B |
Mackenzie Focus FarEastC(US$)-B |
| Mackenzie Sel Mgr Intl Cap Cl |
Mackenzie Focus International Class |
| Mackenzie Sel Mgr Japan Cap Cl |
Mackenzie Focus Japan Class |
| Mackenzie Sel Mgrs Cap Class |
Mackenzie Focus Class |
| Mackenzie Sel Mgrs Cda Capital |
Mackenzie Focus Canada Class |
| Mackenzie Sel Mgrs USA Capital |
Mackenzie Focus America Class |
| Mackenzie Select Manager Seg |
Mackenzie Focus Seg |
| Mackenzie Select Managers |
Mackenzie Focus |
| Mackenzie Select Managers (US$) |
Mackenzie Focus (US$) |
| Mackenzie Select Managers Cd-B |
Mackenzie Focus Canada –B |
| Mackenzie Select Managers Cda |
Mackenzie Focus Canada |
| Mackenzie Select Mgrs Cda Seg |
Mackenzie Focus Canada Seg |
| Mackenzie Select Mgrs Cda-C |
Mackenzie Focus Canada-C |
| Mackenzie Select Mgrs Cda-M |
Mackenzie Focus Canada-M |
| KEYSTONE Dynamic Power Small-Cap CC |
KEYSTONE Dynamic Power Small-Cap Cl |
| KEYSTONE Temp Int'l Stock Cap Cl |
KEYSTONE Temp Int'l Stock Cl |
| Mackenzie Cundill American Cap Cl |
Mackenzie Cundill American Cl |
| Mackenzie Cundill Cdn Sec Cap |
Mackenzie Cundill Cdn Sec Cl |
| Mackenzie Cundill Value Capital Cl |
Mackenzie Cundill Value Class |
| Mackenzie Ivy Canadian Capital Cl |
Mackenzie Ivy Canadian Class |
| Mackenzie Ivy Enterprise Capital Cl |
Mackenzie Ivy Enterprise Class |
| Mackenzie Ivy Euro Capital Class |
Mackenzie Ivy European Class |
| Mackenzie Ivy European Capital Cl-M |
Mackenzie Ivy European Class-M |
| Mackenzie Ivy Foreign Equ CapC(US$) |
Mackenzie Ivy Foreign Equ Cl (US$) |
| Mackenzie Ivy Foreign Equity Cap Cl |
Mackenzie Ivy Foreign Equity Class |
| Mackenzie Max Glo Expl Cap Cl(US$) |
Mackenzie Max Glo Expl Cl (US$) |
| Mackenzie Max Glo Explorer Cap Cl |
Mackenzie Max Glo Explorer Class |
| Mackenzie Maxxum Cdn Eq Gwth Cap |
Mackenzie Maxxum Cdn Eq Gwth Cl |
| Mackenzie Maxxum Cdn Val Cap Class |
Mackenzie Maxxum Cdn Val Class |
| Mackenzie Maxxum Dividend Cap |
Mackenzie Maxxum Dividend Class |
| Mackenzie Sen Cdn Mgd Yield Cap Cl |
Mackenzie Sen Cdn Mgd Yield Class |
| Mackenzie Sen Mgd Return Capital Cl |
Mackenzie Sen Mgd Return Class |
| Mackenzie Sen US Mgd Yld Cap(US$) |
Mackenzie Sen US Mgd Yld Cl (US$) |
| Mackenzie Univ Am Gwt (Unhgd) CpCl |
Mackenzie Univ Am Gwt (Unhgd) Cl |
| Mackenzie Univ Am Gwt(Unhgd)CpCl-M |
Mackenzie Univ Am Gwt(Unhgd)Cl-M |
| Mackenzie Univ Amer Gwt (Hgd)CpCl A |
Mackenzie Univ Amer Gwt (Hgd) Cl A |
| Mackenzie Univ Cdn Growth Cap Class |
Mackenzie Univ Cdn Growth Class |
| Mackenzie Univ Emerg Markets Cap Cl |
Mackenzie Univ Emerg Markets Class |
| Mackenzie Univ Emerging Mkts Cap-M |
Mackenzie Univ Emerg Markets Cl-M |
| Mackenzie Univ Emerging Tech Cap Cl |
Mackenzie Univ Emerging Tech Class |
| Mackenzie Univ Emrg Mkts Cap(US$)-A |
Mackenzie Univ Emrg Mkts Cl (US$)-A |
| Mackenzie Univ Euro Ops Cap Cl |
Mackenzie Univ Euro Ops Class |
| Mackenzie Univ Global Future Cap Cl |
Mackenzie Univ Global Future Class |
| Mackenzie Univ Growth Trends Cap Cl |
Mackenzie Univ Growth Trends Class |
| Mackenzie Univ Growth Trends Cap-M |
Mackenzie Univ Growth Trends Cl-M |
| Mackenzie Univ Health Sci Cap Cl |
Mackenzie Univ Health Sci Class |
| Mackenzie Univ Hth Sci CapCp(US$)-A |
Mackenzie Univ Hth Sci Class(US$)-A |
| Mackenzie Univ Intl Stock Cap Class |
Mackenzie Univ Intl Stock Class |
| Mackenzie Univ Sustainable Opp Cap |
Mackenzie Univ Sustainable Opp Cl |
| Mackenzie Univ US Blue Chip Capital |
Mackenzie Univ US Blue Chip Class |
| Mackenzie Univ US BlueChip Cap(US$) |
Mackenzie Univ US Blue Chip Cl(US$) |
| Mackenzie Univ US Emerg Growth Cap |
Mackenzie Univ US Emerg Growth Cl |
| Mackenzie Univ US Emerg Gw Cap(US$) |
Mackenzie Univ US Emerg Gw Cl (US$) |
| Mackenzie Univ US Gwt Ldrs(Hgd)Cp-A |
Mackenzie Univ US Gwt Ldrs(Hgd)Cl-A |
| Mackenzie Univ US Gwt Ldrs(Unhgd)Cp |
Mackenzie Univ US Gwt Ldrs(Unhgd)Cl |
| Mackenzie Univ Wld Prec Metal Cap |
Mackenzie Univ Wld Prec Metal Class |
| Mackenzie Univ Wld Real Est Cap Cl |
Mackenzie Univ Wld Real Est Class |
| Mackenzie Univ Wld Resource Cap Cl |
Mackenzie Univ Wld Resource Class |
| Mackenzie Univ Wld Sci & Tec Cap Cl |
Mackenzie Univ Wld Sci & Tec Class |
| Mackenzie Univ Wld Sci&Tec Cap(US$) |
Mackenzie Univ Wld Sci&Tec Cl (US$) |
| Symmetry Managed Return Capital Cl |
Symmetry Managed Return Class |
| Symmetry Managed Return Cap Cl W |
Symmetry Managed Return Class W |
View the Fund
Report for Mackenzie Financial Corporation .
Tuesday November 7, 2006: New Scotia Capital Funds
Effective October 25, 2006, Scotia Capital Inc. has launched the following
funds:
- BNS Dundee Adv-Plus FI&G DN (TR) S1
- BNS Dundee Ad-Plus FI & G DN (Y) S1
View the Fund
Report for Scotia Capital Inc.
Monday November 6, 2006: New Standard Life Funds
Effective November 6, 2006, Standard Life Assurance Company of Canada has
launched the following funds:
- StandardLife Ideal-RST Agg Port
- StandardLife Ideal-RST Balanced
- StandardLife Ideal-RST Canadian Bd
- StandardLife Ideal-RST Cdn Div Gwth
- StandardLife Ideal-RST Cdn Equity
- StandardLife Ideal-RST Cdn Smal Cap
- StandardLife Ideal-RST Conser Port
- StandardLife Ideal-RST Corp HY Bond
- StandardLife Ideal-RST Glb Div Gwth
- StandardLife Ideal-RST Global Equty
- StandardLife Ideal-RST Growth Port
- StandardLife Ideal-RST Inc Balanced
- StandardLife Ideal-RST Int'l Bond
- StandardLife Ideal-RST Int'l Equity
- StandardLife Ideal-RST Moderat Port
- StandardLife Ideal-RST Money Market
- StandardLife Ideal-RST Monthly Inc
- StandardLife Ideal-RST U.S. Equity
View the Fund
Report for Standard Life Assurance Company of Canada.
Monday November 6, 2006: New Fidelity Funds
Effective November 6, 2006, Fidelity Investments Canada Ltd. has launched the
following funds:
- Fidelity Amer Disciplined Equity-S5
- Fidelity Amer Disciplined Equity-T5
- Fidelity Canadian Asset Alloc.-S5
- Fidelity Canadian Asset Alloc.-T5
- Fidelity Canadian Balanced-S5
- Fidelity Canadian Balanced-T5
- Fidelity Cdn Disciplined Equity-S5
- Fidelity Cdn Disciplined Equity-T5
- Fidelity ClearPath 2005 Port - S5
- Fidelity ClearPath 2005 Port - T5
- Fidelity ClearPath 2010 Port - S5
- Fidelity ClearPath 2010 Port - T5
- Fidelity ClearPath Income Port-S5
- Fidelity ClearPath Income Port-T5
- Fidelity Dividend-S5
- Fidelity Dividend-T5
- Fidelity Global - S5
- Fidelity Global - T5
- Fidelity Global Asset Allocation-S5
- Fidelity Global Asset Allocation-T5
- Fidelity Global Disciplined Equ-S5
- Fidelity Global Disciplined Equ-T5
- Fidelity Global Real Estate S5
- Fidelity Global Real Estate T5
- Fidelity Growth America-S5
- Fidelity Growth America-T5
- Fidelity International Disc Equ S5
- Fidelity International Disc Equ T5
- Fidelity Monthly High Income-S5
- Fidelity Monthly High Income-T5
- Fidelity Monthly Income-S5
- Fidelity Monthly Income-T5
- Fidelity NorthStar-S5
- Fidelity NorthStar-T5
- Fidelity True North-S5
- Fidelity True North-T5
View the Fund
Report for Fidelity Investments Canada Inc.
Monday November 6, 2006: New Fidelity Fund
Effective November 6, 2006, Fidelity Investments Canada Inc. has launched the
following fund:
- Fidelity AHY Curr Neutral Fund
View the Fund
Report for Fidelity Investments Canada Inc.
Monday November 6, 2006: AIM Trimark Fund Renamed
Effective November 3, 2006, AIM Trimark Funds has renamed the following fund:
| Previous Name |
New Name |
| Trimark Government Income |
Trimark Government Plus Income |
View the Fund
Report for AIM Trimark Funds.
Monday November 6, 2006: Friedberg Funds Terminated
Effective October 31, 2006, Friedberg Commodity Management Inc. has
terminated the following funds:
- Friedberg Global-Macro Hedge (US$)
- Friedberg Diversified (US$)
- Friedberg Futures (US$)
- Friedberg Equity-Hedge (US$)
View the Fund
Report for Friedberg Commodity Management Inc.
Wednesday November 1, 2006: New IA Clarington Funds
Effective November 1, 2006, IA Clarington Investments Inc. has launched the
following funds:
- Clarington Global Dividend
- Clarington Global Dividend (US$)
View the Fund
Report for IA Clarington.
Wednesday November 1, 2006: GGOF Fund Changes
Effective October 31, 2006, GGOF Guardian Group of Funds has closed the
following funds to new investors:
- GGOF Monthly Dividend Fund Classic
- GGOF Monthly Dividend Fund Mutual
View the Fund
Report for GGOF Guardian Group of Funds.
Tuesday October 31, 2006: New IA Clarington Fund
Effective October 31, 2006, IA Clarington has launched the following fund:
- Clarington U.S. Dividend – I
View the Fund
Report for IA Clarington.
Tuesday October 31, 2006: Barclays Fund Changes
Effective October 27, 2006, Barclays Global Investors have transferred
Trusteeship and Management of the following closed-end funds to Brompton Funds
Management Ltd:
- BG Advantaged Corporate Bond
- BG Advantaged Equal Weighted Income
- BG Advantaged S&P/TSX Income Tr Idx
- BG Inc & Growth Split Trust Pfd
- BG Income & Growth Split Trust
- BG Top 100 Equal Weighted Income
Thursday October 26, 2006: New Dynamic Funds
Effective September 25, 2006, Dynamic Mutual Funds has launched the following
funds:
- Dundee Investment Savings Account-A
- Dundee Investment Savings Account-F
View the Fund
Report for Dynamic Mutual Funds.
Thursday October 26, 2006: New Mackenzie Fund
Effective October 23, 2006, Mackenzie Financial Corporation. has launched the
following fund:
- Mackenzie Sentinel Divers Income
View the Fund
Report for Mackenzie Financial Corporation.
Thursday October 26, 2006: CTI Fund Terminated
Effective October 23, 2006, CTI Mutual Funds. has terminated the following
fund:
Tuesday October 24, 2006: Horizons Fund Name Change
Effective October 23, 2006, Horizons Funds has renamed the following fund:
| Previous Name |
New Name |
| Horizons Mondiale Hedge |
Horizon Mondiale |
View the Fund
Report for Horizons Funds.
Thursday October 19, 2006: New CIBC Funds
Effective October 01, 2006, CIBC World Markets Inc. has launched the
following fund:
- CIBC Index PEARL Gtd Return S1
Effective October 02, 2006, CIBC World Markets Inc. has launched the
following funds:
- CIBC Callable Canadian Equity S4
- CIBC Water Growth Dep Nt S1
- CIBC Premium Inc. Gen. Dep. Note S4
Effective October 09, 2006, CIBC World Markets Inc. has launched the
following fund:
View the Fund
Report for CIBC World Markets Inc.
Thursday October 19, 2006: New Acuity Funds
Effective October 18, 2006, Acuity Funds Ltd. has launched the following
funds:
- Acuity Global Dividend
- Acuity Global High Income
- Acuity Natural Resource
View the Fund
Report for Acuity Funds Ltd.
Wednesday October 18, 2006: Fidelity Funds Renamed
Effective October 18, 2006, Fidelity Investments Canada Ltd. has renamed the
following funds:
| Previous Name |
New Name |
| Fidelity Canadian Asset Alloc.-S |
Fidelity Canadian Asset Alloc.-S8 |
| Fidelity Canadian Asset Alloc.-T |
Fidelity Canadian Asset Alloc.-T8 |
| Fidelity Canadian Balanced-S |
Fidelity Canadian Balanced-S8 |
| Fidelity Canadian Balanced-T |
Fidelity Canadian Balanced-T8 |
| Fidelity Cdn Disciplined Equity-S |
Fidelity Cdn Disciplined Equity-S8 |
| Fidelity Cdn Disciplined Equity-T |
Fidelity Cdn Disciplined Equity-T8 |
| Fidelity ClearPath 2005 Portfolio-S |
Fidelity ClearPath 2005 Port - S8 |
| Fidelity ClearPath 2005 Portfolio-T |
Fidelity ClearPath 2005 Port - T8 |
| Fidelity ClearPath 2010 Portfolio-S |
Fidelity ClearPath 2010 Port - S8 |
| Fidelity ClearPath 2010 Portfolio-T |
Fidelity ClearPath 2010 Port - T8 |
| Fidelity ClearPath Income Port-S |
Fidelity ClearPath Income Port-S8 |
| Fidelity ClearPath Income Port-T |
Fidelity ClearPath Income Port-T8 |
| Fidelity Dividend-S |
Fidelity Dividend-S8 |
| Fidelity Dividend-T |
Fidelity Dividend-T8 |
| Fidelity Global – S |
Fidelity Global - S8 |
| Fidelity Global – T |
Fidelity Global - T8 |
| Fidelity Global Asset Allocation-S |
Fidelity Global Asset Allocation-S8 |
| Fidelity Global Asset Allocation-T |
Fidelity Global Asset Allocation-T8 |
| Fidelity Global Disciplined Equ-S |
Fidelity Global Disciplined Equ-S8 |
| Fidelity Global Disciplined Equ-T |
Fidelity Global Disciplined Equ-T8 |
| Fidelity Growth America-S |
Fidelity Growth America-S8 |
| Fidelity Growth America-T |
Fidelity Growth America-T8 |
| Fidelity International Disc Equ T |
Fidelity International Disc Equ T8 |
| Fidelity Intl Disc Equity S |
Fidelity Intl Disc Equity S8 |
| Fidelity Monthly Income-S |
Fidelity Monthly Income-S8 |
| Fidelity Monthly Income-T |
Fidelity Monthly Income-T8 |
| Fidelity NorthStar-S |
Fidelity NorthStar-S8 |
| Fidelity NorthStar-T |
Fidelity NorthStar-T8 |
| Fidelity True North-S |
Fidelity True North-S8 |
| Fidelity True North-T |
Fidelity True North-T8 |
| Fidelity Amer Disciplined Equity-S |
Fidelity Amer Disciplined Equity-S8 |
| Fidelity Amer Disciplined Equity-T |
Fidelity Amer Disciplined Equity-T8 |
View the Fund
Report for Fidelity Investments Canada Ltd.
Wednesday October 18, 2006: Manulife Funds Terminated
Effective October 16, 2006, Manulife Mix Funds. has terminated the following
funds:
- MIX U.S. Large Cap Core Class
- MIX F.I. Growth America Class
- MIX F.I. International Portfolio Cl
- MIX International Growth Class
View the Fund
Report for Manulife Mix Funds.
Friday October 13, 2006: Redwood Fund Changes
Effective October 16, 2006, Redwood Asset Management Inc. has announced the
following fund changes:
Fund Name Changes
| Previous Name |
New Name |
| Redwood Long/Short Canadian Growth |
Redwood Long/Short |
Manager Change
| Fund Name |
Previous Manager |
New Manager |
| Redwood Long/Short |
Gene M Vollendorf, CFA |
Waterfall Investments Inc - Mgmt Team |
View the Fund
Report for Redwood Asset Management Inc.
Friday October 13, 2006: CI Manager Changes
Effective October 11, 2006, CI Investments Inc. has announced the following
portfolio manager changes:
| Fund Name |
Previous Manager |
New Manager |
| CI Canadian Investment |
Kim Shannon |
Daniel Bubis |
| CI Canadian Investment Corp Class |
Kim Shannon |
Daniel Bubis |
| CI Cdn Investment Corp Cl (US$) |
Kim Shannon |
Daniel Bubis |
| Clarica SF CI Canadian Investment |
Kim Shannon |
Daniel Bubis |
| Clarica SF CI Cdn Investment – DSC |
Kim Shannon |
Daniel Bubis |
| SunWise Elite CI Cdn Inv 100/100 |
Kim Shannon |
Daniel Bubis |
| SunWise Elite CI Cdn Inv 75/100 |
Kim Shannon |
Daniel Bubis |
| SunWise Elite CI Cdn Inv 75/75 |
Kim Shannon |
Daniel Bubis |
| SunWise I CI Canadian Equity (100%) |
Kim Shannon |
Daniel Bubis |
| SunWise I CI Canadian Equity (75%) |
Kim Shannon |
Daniel Bubis |
| SunWise I CI Cdn Investment (100%) |
Kim Shannon |
Daniel Bubis |
| SunWise I CI Cdn Investment (75%) |
Kim Shannon |
Daniel Bubis |
| SunWise II CI Canadian Equity 75/75 |
Kim Shannon |
Daniel Bubis |
| SunWise II CI Cdn Equity 100/100 |
Kim Shannon |
Daniel Bubis |
| SunWise II CI Cdn Equity 75/100 |
Kim Shannon |
Daniel Bubis |
| SunWise II CI Cdn Inv 100/100 |
Kim Shannon |
Daniel Bubis |
| SunWise II CI Cdn Investment 75/100 |
Kim Shannon |
Daniel Bubis |
| SunWise II CI Cdn Investment 75/75 |
Kim Shannon |
Daniel Bubis |
View the Fund
Report for CI Investments Inc.
Friday October 13, 2006: IA Clarington Funds Renamed
Effective October 5, 2006, IA Clarington has renamed the following funds:
| Previous Name |
New Name |
| R Balanced Distinction Portfolio |
Distinction Balanced Portfolio |
| R Bold Distinction Portfolio |
Distinction Bold Portfolio |
| R Conservative Distinction Port |
Distinction Conservative Port |
| R Dynamic Distinction Portfolio |
Distinction Dynamic Portfolio |
| R Prudent Distinction Portfolio |
Distinction Prudent Portfolio |
View the Fund
Report for IA Clarington.
Wednesday October 11, 2006: Manulife Funds Terminated
Effective September 15, 2006, Manulife Financial - Pension Funds has
terminated the following funds:
- MLAC NQuest Balncd Growth & Income
- MLAC NQuest Consv Growth & Inc
- MLAC NQuest EurAsia
- MLAC NQuest Long-Term Growth
- MLAC NQuest Maximum Growth
Monday October 10, 2006: SciVest Funds Terminated
Effective July 31, 2006, SciVest Alternative Strategies Inc. has terminated
the following funds:
- SciVest Global Multi-Strategy Sr2
- SciVest Global Multi-Strategy Sr2-F
View the Fund
Report for SciVest Alternative Strategies Inc.
Friday October 6, 2006: Astra Fund Terminated
Effective October 2, 2006, Astra Funds has terminated the following funds:
- Astra OAM Canadian Equity
View the Fund
Report for Astra Funds.
Friday October 6, 2006: IA Funds Terminated
Effective October 5, 2006, IA Clarington has terminated the following funds:
- IA Canadian Conservative Equity-I
- IA Dividend Growth-I
- R American-I
- R Asian-I
- R Balanced-I
- R Bond-I
- R Canadian Leaders-I
- R Canadian Smaller Companies-I
- R Dividend Income-I
- R European-I
- R Global Growth-I
- R Global Value-I
- R High Yield Bond-I
- R Life & Health-I
- R Money Market-I
View the Fund
Report for IA Clarington.
Friday October 6, 2006: Industrial Alliance Fund Manager Change
Effective September 11, 2006, Industrial Alliance Life Ins. & Fin Serv
has announced the following portfolio manager changes:
| Fund Name |
Previous Manager |
New Manager |
| NL R-M US Equity Index |
Barclays Global Investors - Mgmt Team |
State Street Global Advisors-Mgmt Team |
View the Fund
Report for Industrial Alliance Life Ins. & Fin Serv.
Wednesday October 4, 2006: Cdn Dental Fund Renamed
Effective October 02, 2006, Cdn Dental Service Plans Inc. has renamed the
following fund:
| Previous Name |
New Name |
| CDA Global Stock (Templeton) |
CDA Global Growth (Capital) |
View the Fund
Report for Cdn Dental Service Plans Inc.
Tuesday October 3, 2006: New IA Clarington Funds
Effective October 2, 2006, IA Clarington has launched the following funds:
- R Bond – F
- R Bond – X
- R Dividend Income-B
- R Money Market - X
View the Fund
Report for IA Clarington.
Tuesday October 3, 2006: New Investors Group Funds
Effective October 02, 2006, Investors Group. has launched the following
funds:
- IG/GWL Allegro Mod A CanF Port Seg
- IG/GWL Allegro Agg Port Seg
- IG/GWL Allegro Agg Can F Port Seg
- IG/GWL Allegro Cons Port Seg
- IG/GWL Allegro Mod Cons Port Seg
- IG/GWL Allegro Mod Port Seg
- IG/GWL Allegro Mod Agg Port Seg
- IG/GWL Alto Cons Port Seg
- IG/GWL Alto Mod Cons Port Seg
- IG/GWL Alto Mod Port Seg
- IG/GWL Alto Mod Agg Port Seg
- IG/GWL Alto Mod Agg Can F Port Seg
- IG/GWL Alto Agg Port Seg
- IG/GWL Alto Agg Can F Port Seg
View the Fund
Report for Investors Group.
Tuesday October 3, 2006: FairLane Name Change
Effective October 02, 2006, FairLane Asset Management. has renamed the
following fund:
| Previous Name |
New Name |
| The Fairlane Income Fund |
The Fairlane Short Term Bond Fund |
View the Fund
Report for FairLane Asset Management.
Tuesday October 3, 2006: Talvest Manager Changes
Effective October 2, 2006, Talvest Fund Management has announced the
following portfolio manager changes:
| Fund Name |
Previous Manager |
New Manager |
| Talvest Global Markets |
Luc de la Durantaye, CFA, BA |
David Winters |
View the Fund
Report for Talvest Fund Management.
Thursday September 28, 2006: New CIBC Funds
Effective September 26, 2006, CIBC World Markets Inc. has launched the
following funds:
- CIBC Manulife Dividend Growth S2
- Glbl Asset-Linked PEaRL Plus S1
View the Fund
Report for CIBC World Markets Inc.
Thursday September 28, 2006: Legg Mason Funds Terminated
Effective September 25, 2006, Legg Mason Funds has terminated the following
funds:
- Legg Mason T-Plus
- Legg Mason Canadian Index Plus Bond
- Legg Mason Canadian Active Bond
- Legg Mason Accufund
- Legg Mason Diversifund
- Legg Mason Canadian Core Equity
- Legg Mason North American Equity
- Legg Mason Canadian Small Cap
- Legg Mason Brandywine F.V US Equity
- Legg Mason Batterymarch U.S. Equity
- Legg Mason U.S. Value
- Legg Mason Brandywine Int'l Equity
Wednesday September 27, 2006: SciVest Funds Terminated
Effective August 18, 2006, SciVest Alternative Strategies Inc. has terminated
the following funds:
- SciVest Asia Pacific Long-Short Equ
- SciVest Asia Pacific L-S Equ (US$)
View the Fund
Report for SciVest Alternative Strategies Inc.
Monday September 25, 2006: PH&N Fund Terminated
Effective September 20, 2006, Phillips, Hager & North Ltd. has terminated
the following fund:
View the Fund
Report for Phillips, Hager & North Ltd.
Monday September 25, 2006: New BMO Funds
Effective September 20, 2006, BMO Nesbitt Burns Inc.-Linked Notes has
launched the following funds:
- BMO Sentry Select Cdn Income S4
- BMO Sentry Select Cdn Income ROC S4
View the Fund
Report for BMO Nesbitt Burns Inc.
Wednesday September 20, 2006: Claymore Name Change
Effective August 09, 2006, Claymore Investments Inc. has renamed the
following fund:
| Previous Name |
New Name |
| ClaymorETFs FTSE RAFI Cdn. Index |
Claymore Cdn Fundamental Index ETF |
View the Fund
Report for Claymore Investments Inc.
Monday September 18, 2006: New Axiom Funds
Effective September 18, 2006, Axiom Portfolios has launched the following
funds:
- Axiom Balanced Inc Port-Select Cls
- Axiom Balanced Inc Port-Elite Cls
- Axiom Divers Mthly Inc Port-Sel Cls
- Axiom Divers Mthly Inc Pt-Elite Cls
- Axiom Balanced Gro Port-Select Cls
- Axiom Balanced Gro Port-Elite Cls
- Axiom Long-Term Growth Port-Select
- Axiom Long-Term Growth Port-Elite
- Axiom Canadian Growth Port-Select
- Axiom Canadian Growth Port-Elite
- Axiom Global Growth Port-Select Cls
- Axiom Global Growth Port-Elite Cls
- Axiom Foreign Growth Port-Select Cl
Monday September 18, 2006: New Picton Funds
Effective September 18, 2006, Picton Mahoney Asset Mgmt has launched the
following funds:
- Picton Mahoney Long Short Equity F
- Picton Mahoney Market Neutral Cl F
View the Fund
Report for Picton Mahoney Asset Mgmt.
Friday September 15, 2006: Integra Fund Merger
Effective September 14, 2006, Integra Mutual Funds has merged the following
funds:
| Terminated Fund |
Merged Into |
| Integra U.S. Small Cap Equity |
Integra U.S. Value Growth |
View the Fund
Report for Integra Mutual Funds.
Friday September 15, 2006: New Equitable Life Funds
Effective September 15, 2006, Equitable Life Insurance Co. of Canada has
launched the following funds:
- Equitable Life AIM Cdn Premier-B
- Equitable Life Acuity Cdn Bal
- Equitable Life Acuity Cdn Bal B
- Equitable Life Acuity Pure Cdn
- Equitable Life Acuity Pure Cdn B
- Equitable Life American Growth-B
- Equitable Life Bissett Div Income-B
- Equitable Life Canadian Bond-B
- Equitable Life Dynamic Far East
- Equitable Life Dynamic Far East B
- Equitable Life Dynamic Pw Glo Gwt
- Equitable Life Dynamic Pw Glo Gwt B
- Equitable Life Frnk Tmp MaxGro Pt-B
- Equitable Life Frnk Tmpl Bal InPt-B
- Equitable Life Frnk Tmpl BalGr Pt-B
- Equitable Life Frnk Tmpl Glo GrPt-B
- Equitable Life Frnk Tmpl Grwth Pt-B
- Equitable Life FrnkTmp Diver InPt-B
- Equitable Life MB Cdn Equ Value-B
- Equitable Life Mack Univ US Em Gr-B
- Equitable Life Templeton Growth-B
- Equitable Life Trimark Europlus-B
- Equitable Life Trimark Global Bal-B
- Equitable Life Trimark Intl Comp
- Equitable Life Trimark Intl Comp B
View the Fund
Report for Equitable Life Insurance Co. of Canada.
Thursday September 14, 2006: AGF Manager Changes
Effective September 6, 2006, AGF Funds Inc. has announced the following
portfolio manager changes:
| Fund Name |
Previous Manager |
New Manager |
| AGF International Value |
David Herro |
John Arnold |
| AGF International Value (US$) |
Edward Loeb |
Rory Flynn, BA, MBS, CFA |
| AGF International Value Class |
Edward Loeb |
Yvonne Brett, CFA |
| AGF International Value Class (US$) |
Edward Loeb |
Richard McGrath, CFA |
| AGF International Value D |
Edward Loeb |
Richard McGrath, CFA |
| AGF U.S. Value Class |
Rory Flynn, BA, MBS, CFA |
Rory Flynn, BA, MBS, CFA |
| AGF U.S. Value Class (US$) |
Rory Flynn, BA, MBS, CFA |
Yvonne Brett, CFA |
| AGF Global Perspective Class |
John Arnold |
John Arnold |
| AGF Global Perspective Class (US$) |
Rory Flynn, BA, MBS, CFA |
Rory Flynn, BA, MBS, CFA and Richard McGrath, CFA |
| AGF World Opportunities |
Steve Way, CFA |
Steve Way, CFA |
| AGF World Opportunities (US$) |
Steve Way, CFA |
Irina Chistyakova, MBA |
View the Fund
Report for AGF Funds Inc.
Wednesday September 13, 2006: New Franklin Templeton Funds
Effective September 11, 2006, Franklin Templeton Investments has launched the
following funds:
- Frk Tmp Managed Yield C
- Frk Tmp Short Term Yield Class
View the Fund
Report for Franklin Templeton Investments.
Thursday September 7, 2006: Elliott & Page Manager Changes
Effective August 24, 2006, Elliott & Page Ltd. has announced the
following portfolio manager changes:
| Fund Name |
Previous Manager |
New Manager |
| Elliott & Page Generation Wave |
Danny Tomka, B.Sc., P.Eng, CFA |
Shauna Sexsmith, BA, CFA |
View the Fund
Report for Elliott & Page Ltd.
Thursday September 7, 2006: Manulife Manager Changes
Effective August 24, 2006, Manulife Financial (Manulife MIX Funds) has
announced the following portfolio manager change:
| Fund Name |
Previous Manager |
New Manager |
| MIX Canadian Large Cap Core Class |
Fred E. Pynn, B. Comm., CA, CFA and Garey J. Aitken, MBA, CFA |
Pat McHugh, CFA |
View the Fund
Report for Manulife Financial (Manulife MIX Funds).
Wednesday September 6, 2006: Keystone Fund Name Change
Effective September 1, 2006, Keystone Portfolios. has renamed the following
funds:
| Previous Name |
New Name |
| KEYSTONE AIM Trimark US Companies |
KEYSTONE Dreman U.S. Value |
View the Fund
Report for Mackenzie Financial Corporation.
Wednesday September 6, 2006: Hillsdale Fund Name Changes
Effective September 1, 2006, Hillsdale Investment Management Inc. has renamed
the following funds:
| Previous Name |
New Name |
| Hillsdale Cdn Aggressive Hedged A |
Hillsdale Canadian Long/Short A |
| Hillsdale Cdn Aggressive Hedged I |
Hillsdale Canadian Long/Short I |
| Hillsdale US Aggr Hedged Eq A (US$) |
Hillsdale US Long/Short A (US$) |
View the Fund
Report for Hillsdale Investment Management Inc.
Wednesday September 6, 2006: Laketon Fund Teminated
Effective September 5, 2006, Laketon Investment Management Ltd. has
terminated the following fund:
Wednesday September 6, 2006: RBC Fund Name Change
Effective July 4, 2006, RBC Asset Management Inc. has renamed the following
fund:
| Previous Name |
New Name |
| RBC Global Consumer and Financials |
RBC Global Cons and Financials Sect |
View the Fund
Report for RBC Asset Management Inc.
Wednesday September 6, 2006: CIBC Fund Name Changes
Effective August 31, 2006, CIBC Securities Inc. has renamed the following
funds:
| Previous Name |
New Name |
| CIBC Core Canadian Equity |
CIBC Canadian Equity |
| CIBC Canadian Imperial Equity |
CIBC Canadian Equity Value |
View the Fund
Report for CIBC Securities Inc.
Wednesday September 6, 2006: CIBC Fund Name Changes
Effective August 31, 2006, CIBC Securities Inc. has renamed the following
funds:
| Previous Name |
New Name |
| SEI Balanced 40/60-I |
SEI Income 40/60-I |
| SEI Balanced 40/60-O |
SEI Income 40/60-O |
| SEI Balanced 40/60-P |
SEI Income 40/60-P |
View the Fund
Report for CIBC Securities Inc.
Wednesday September 6, 2006: Integra Fund Name Change
Effective July 1, 2006, Integra Pooled Funds has renamed the following funds:
| Previous Name |
New Name |
| Integra Canadian Market Neutral |
Integra Global Market Neutral |
View the Fund
Report for Integra Pooled Funds.
Wednesday September 6, 2006: New TD Funds
Effective September 06, 2006, TD Asset Management Inc. has launched the
following funds:
- TD Asian Growth-A
- TD Corporate Bond Capital Yield-A
- TD Corporate Bond Capital Yield-I
- TD Dividend Income-H
- TD Dividend Income-T
- TD Energy-A
- TD Global Dividend-A
- TD Global Dividend-I
- TD Global Multi-Cap-A
- TD Global Multi-Cap-I
- TD Global Value-A
- TD Global Value-I
- TD International Equity Growth-A
- TD International Equity Growth-I
- TD Japanese Growth-A
- TD Latin American Growth-A
- TD Precious Metals-A
- TD U.S. Blue Chip Equ Curr Neutr-A
- TD U.S. Blue Chip Equ Curr Neutr-I
- TD US Equity Advantg Curr Neutral-A
- TD US Equity Advantg Curr Neutral-I
- TD US Large-Cap Value Curr Neutr-A
- TD US Large-Cap Value Curr Neutr-I
- TD US Mid-Cap Growth Curr Neutral-A
- TD US Mid-Cap Growth Curr Neutral-I
- TD US Small-Cap Equity Curr Neutr-A
- TD US Small-Cap Equity Curr Neutr-I
View the Fund
Report for TD Asset Management Inc.
Wednesday September 6, 2006: New Empire Funds
Effective September 05, 2006, Empire Life Insurance Co. has launched the
following funds:
- Equity Fund - Class A
- Small Cap Equity Fund – Class A
- Elite Equity Fund - Class A
- Bond Fund - Class A
- Income Fund - Class A
- Dividend Growth Fund - Class A
- Money Market Fund - Class A
- Balanced Fund - Class A
- Asset Allocation Fund - Class A
- Global Smaller Companies Fund - Class A
- Global Equity Fund - Class A
- Global Balanced Fund - Class A
- International Equity Fund - Class A
- US Equity Index Fund - Class A
- American Value Fund - Class A
- Conservative Portfolio Fund - Class A
- Balanced Portfolio Fund - Class A
- Moderate Growth Portfolio Fund - Class A
- Growth Portfolio Fund - Class A
- Aggressive Growth Portfolio Fund - Class A
- Canadian Equity Fund - Class B
- Small Cap Equity Fund - Class B
- Elite Equity Fund - Class B
- Bond Fund - Class B
- Income Fund - Class B
- Dividend Growth Fund - Class B
- Money Market Fund - Class B
- Balanced Fund - Class B
- Asset Allocation Fund - Class B
- Global Smaller Companies Fund - Class B
- Global Equity Fund - Class B
- Global Balanced Fund - Class B
- International Equity Fund - Class B
- US Equity Index Fund - Class B
- American Value Fund - Class B
- Conservative Portfolio Fund - Class B
- Balanced Portfolio Fund - Class B
- Moderate Growth Portfolio Fund - Class B
- Growth Portfolio Fund - Class B
- Aggressive Growth Portfolio Fund - Class B
- Canadian Equity Fund - Class C
- Small Cap Equity Fund - Class C
- Elite Equity Fund - Class C
- Bond Fund - Class C
- Income Fund - Class C
- Dividend Growth Fund - Class C
- Money Market Fund - Class C
- Balanced Fund - Class C
- Asset Allocation Fund - Class C
- Global Smaller Companies Fund - Class C
- Global Equity Fund - Class C
- Global Balanced Fund - Class C
- International Equity Fund - Class C
- US Equity Index Fund - Class C
- American Value Fund - Class C
- Conservative Portfolio Fund - Class C
- Balanced Portfolio Fund - Class C
- Moderate Growth Portfolio Fund - Class C
- Growth Portfolio Fund - Class C
- Aggressive Growth Portfolio Fund - Class C
- Canadian Equity Fund - Class D
- Small Cap Equity Fund - Class D
- Elite Equity Fund - Class D
- Bond Fund - Class D
- Income Fund - Class D
- Dividend Growth Fund - Class D
- Money Market Fund - Class D
- Balanced Fund - Class D
- Asset Allocation Fund - Class D
- Global Smaller Companies Fund - Class D
- Global Equity Fund - Class D
- Global Balanced Fund - Class D
- International Equity Fund - Class D
- US Equity Index Fund - Class D
- American Value Fund - Class D
- Conservative Portfolio Fund - Class D
- Balanced Portfolio Fund - Class D
- Moderate Growth Portfolio Fund - Class D
- Growth Portfolio Fund - Class D
- Aggressive Growth Portfolio Fund - Class D
- Canadian Equity Fund - Class E
- Small Cap Equity Fund - Class E
- Elite Equity Fund - Class E
- Bond Fund - Class E
- Income Fund - Class E
- Dividend Growth Fund - Class E
- Money Market Fund - Class E
- Balanced Fund - Class E
- Asset Allocation Fund - Class E
- Global Smaller Companies Fund - Class E
- Global Equity Fund - Class E
- Global Balanced Fund - Class E
- International Equity Fund - Class E
- US Equity Index Fund - Class E
- American Value Fund - Class E
- Conservative Portfolio Fund - Class E
- Balanced Portfolio Fund - Class E
- Moderate Growth Portfolio Fund - Class E
- Growth Portfolio Fund - Class E
- Aggressive Growth Portfolio Fund - Class E
View the Fund
Report for Empire Life Insurance Co.
Wednesday September 6, 2006: Primerica Fund Changes
Effective August 25, 2006, Primerica Investments Canada Ltd. has announced
the following changes:
Fund Mergers
| Terminated Fund |
Merged Into |
| Primerica Aggressive Gwth-Int'l |
Primerica Aggressive Gwth-Cdn |
| Primerica Agg Growth – Global |
Primerica Aggressive Gwth-Cdn |
| Primerica High Growth - Int'l |
Primerica High Growth – Cdn |
| Primerica Growth – International |
Primerica Growth – Canadian |
| Primerica Conservative-Canadian |
Primerica Balanced – Canadian |
Name Changes
| Previous Name |
New Name |
| Primerica Aggressive Growth-Cdn |
Primerica Aggressive Growth |
| Primerica High Growth – Cdn |
Primerica Growth |
| Primerica Growth – Canadian |
Primerica Moderate Growth |
| Primerica Balanced – Canadian |
Primerica Conservative Growth |
View the Fund
Report for Primerica Investments Canada Ltd.
Wednesday September 6, 2006: Dynamic Fund Name Change
Effective August 28, 2006, Dynamic Mutual Funds has announced the following
name change:
| Previous Name |
New Name |
| Dynamic Protected International Value |
Dynamic Protected Global Value |
View the Fund
Report for PDynamic Mutual Funds.
Tuesday August 29, 2006: Asset Class Changes
Effective July 31st, the Canadian Investment Fund Standard Committee (CIFSC)
introduced four new asset class categories and renamed some existing categories.
These changes are intended to improve the accuracy of fund categorization and
reflect the evolving Canadian fund industry.
Effective August 29, 2006, The Globe and Mail has integrated these new
category changes into all respective mutual fund products and websites.
New Asset Class Categories
- Canadian Balanced - Equity Focus
- Canadian Balanced - Fixed Income Focus
- Canadian Focus Equity
- Global Balanced - Equity Focus
Asset Class Name Changes
| Previous Name |
New Name |
| Asia ex-Japan |
Asia ex-Japan Equity |
| Asian and Pacific Rim |
Asian or Pacific Rim Equity |
| Canadian Dividend |
Canadian Dividend and Equity Income |
| Canadian Small Capitalization |
Canadian Small Cap Equity |
| Global Balanced and Asset Allocation |
Global Balanced |
For more information please visit http://www.cifsc.org/en/news/CIFSCnewclassifications.php
Thursday August 10, 2006: TD Fund Changes
Effective August 04, 2006, TD Asset Management Inc. has announced the
following changes:
Fund Mergers
| Terminated Fund |
Continuing Fund |
| TD Mgd Income Port-I |
TD Mgd Income RSP Port-I |
| TD Managed Income Portfolio – P |
TD Managed Income RSP Portfolio – P |
| TD Mgd Inc&Mod Growth Port-I |
TD Managed Income RSP Portfolio – P |
| TD Mgd Inc & Mod Growth Port – P |
TD Mgd Inc & Mod Growth RSP – P |
| TD Mgd Bal Growth Port-I |
TD Mgd Bal Growth RSP Port-I |
| TD Mgd Balanced Growth – P |
TD Mgd Balanced Growth RSP – P |
| TD Mgd Aggressive Growth Port-I |
TD Mgd Aggr Growt RSP Port-I |
| TD Mgd Aggressive Growth – P |
TD Mgd Aggressive Growth RSP – P |
| TD Mgd Aggressive Growth Port-A |
TD Mgd Aggr Growt RSP Port-A |
| TD Mgd Max Eq Growth Port-I |
TD Mgd MaxEq RSP Port-I |
| TD Mgd Maximum Equity Growth – P |
TD Mgd Max Equity Growth RSP-P |
| TD Mgd Max Eq Growth Port-A |
TD Mgd MaxEq RSP Port-A |
| TD FundSmart Mgd Income Port-I |
TD FundSmart Mgd Inc RSP Port-I |
| TD FundSmart Managed Income – P |
TD FundSmart Mgd Income RSP Port –P |
| TD FundSmart Mgd Inc&Md Gw Port-I |
TD FundSmart Mgd Inc&MdG RSP Port-I |
| TD FundSmart Mgd Inc&Mod Growth – P |
TD FundSmart Mgd Inc&Mod Grow RSP-P |
| TD FundSmart Mgd Bal Gro Port-I |
TD FundSmart Mgd Bal Gro RSP Port-I |
| TD FundSmart Mgd Bal Growth – P |
TD FundSmart Mgd Bal Growth RSP – P |
| TD FundSmart Mgd Agg Gro Port-I |
TD FundSmart Mgd Agg RSP Port-I |
| TD FundSmart Mgd Agg Growth – P |
TD FundSmart Mgd Agg Growth RSP – P |
| TD FundSmart Mgd Agg Gro Port-A |
TD FundSmart Mgd Agg RSP Port-AI |
| TD FundSmart Mgd MaxEq Gro Port-I |
TD FundSmart Mgd MaxEq RSP Port-I |
| TD FundSmart Mgd Max Eq Growth – P |
TD FundSmart Mgd Max Eq Grw RSP – P |
| TD FundSmart Mgd MaxEq Gro Port-A |
TD FundSmart Mgd MaxEq RSP Port-A |
Name Changes
| Existing Name |
New Name |
| TD Mgd Income RSP Portfolio-I |
TD Mgd Income Portfolio-I |
| TD Mgd Income RSP Portfolio – P |
TD Mgd Income Portfolio – P |
| TD Mgd Income RSP Portfolio – A |
TD Mgd Income Portfolio – A |
| TD Mgd Inc&Mod Growth RSP Portfolio-I |
TD Mgd Inc&Mod Growth Portfolio-I |
| TD Mgd Income & Mod Growth RSP Port – P |
TD Mgd Income & Mod Growth Port – P |
| TD Mgd Inc&Mod Growth RSP Portfolio-A |
TD Mgd Inc&Mod Growth Portfolio-A |
| TD Mgd Bal Growth RSP Port-I |
TD Mgd Bal Growth Port-I |
| TD Mgd Balanced Growth RSP Port – P |
TD Mgd Balanced Growth Port – P |
| TD Mgd Bal Growth RSP Portfolio-A |
TD Mgd Bal Growth Portfolio-A |
| TD Mgd Aggress Growth RSP Port-I |
TD Mgd Aggress Growth Port-I |
| TD Mgd Aggressive Growth RSP Port – P |
TD Mgd Aggressive Growth Port – P |
| TD Mgd Aggress Growth RSP Port-A |
TD Mgd Aggress Growth Port-A |
| TD Mgd Max Equity RSP Portfolio-I |
TD Mgd Max Equity Portfolio-I |
| TD Mgd Max Equity Growth RSP Port-P |
TD Mgd Max Equity Growth Port-P |
| TD Mgd Max Equity RSP Port-A |
TD Mgd Max Equity Port-A |
| TD FundSmart Mgd Income RSP Portfolio-I |
TD FundSmart Mgd Income Portfolio-I |
| TD FundSmart Mgd Income RSP Port –P |
TD FundSmart Mgd Income Port –P |
| TD FundSmart Income RSP Port – A |
TD FundSmart Income Port – A |
| TD FundSmart Mgd Inc&Mod Gro RSP Port-I |
TD FundSmart Mgd Inc&Mod Gro Port-I |
| TD FundSmart Mgd Inc&Mod Growth RSP –P |
TD FundSmart Mgd Inc&Mod Growth –P |
| TD FundSmart Mgd Inc&Mod Gro RSP Port-A |
TD FundSmart Mgd Inc&Mod Gro Port-A |
| TD FundSmart Mgd Bal Growth RSP Port-I |
TD FundSmart Mgd Bal Growth Port-I |
| TD FundSmart Mgd Bal Growth RSP Prt – P |
TD FundSmart Mgd Bal Growth Prt – P |
| TD FundSmart Mgd Bal Growth RSP Port-A |
TD FundSmart Mgd Bal Growth Port-A |
| TD FundSmart Mgd Aggress Gro RSP Port-I |
TD FundSmart Mgd Aggress Gro Port-I |
| TD FundSmart Mgd Agg Growth RSP Prt – P |
TD FundSmart Mgd Agg Growth Prt – P |
| TD FundSmart Mgd Agg Growth RSP Port-A |
TD FundSmart Mgd Agg Growth Port-A |
| TD FundSmart Mgd MaxEquGro RSP Port-I |
TD FundSmart Mgd MaxEquGro Port-I |
| TD FundSmart Mgd Max Equ Growth RSP- P |
TD FundSmart Mgd Max Equ Growth – P |
| TD FundSmart Mgd Max Equ Gro RSP Port-A |
TD FundSmart Mgd Max Equ Gro Port-A |
View the Fund
Report for TD Asset Management Inc.
Thursday August 10, 2006: Triax Fund Name Changes
Effective June 1, 2006, Triax Capital Corporation has renamed the following
funds:
| Previous Name |
New Name |
| Triax Resource Limited Partnership |
First Asset Energy & Resource |
| Triax Resource Ltd Partnership II |
First Asset Energy & Res Inc&Gwth |
View the Fund
Report for Triax Capital Corporation.
Wednesday August 2, 2006: CI Fund Changes
Effective July 28. 2006, CI Funds has announced the following changes:
Fund Mergers
| Terminated Fund |
Continuing Fund |
| CI Explorer |
CI American Small Companies |
| CI Explorer Corporate Class |
CI American Small Companies Corp Cl |
| CI Explorer Corporate Class (US$) |
CI American Small Companies Corp Cl |
| CI Canadian Growth Port. |
Portfolio Series Balanced Gwth |
| CI Cdn Max Growth Portfolio Portfolio |
Series Maximum Growth |
Fund Name Change
| Previous Name |
New Name |
| CI Explorer Segregated I |
CI American Small Companies Seg I |
| CI Explorer Seg II |
CI American Small Companies Seg II |
New Funds
- CI Harbour Gwth and Inc Corp Cl – A
- CI Harbour Gth and In Corp Cl-A(U$)
View the Fund
Report for CI Funds.
Wednesday August 2, 2006: United Fund Changes
Effective July 28. 2006, United Financial Corporation has announced the
following changes:
Fund Name Change
| Previous Name |
New Name |
| United Inst'l Mgd Income Pool – A |
United Inst'l Mgd Income Pool – Z |
Effective July 31. 2006, United Financial Corporation has launched the
following fund:
- United Inst'l Mgd Income Pool - A
View the Fund
Report for United Financial Corporation.
Wednesday August 2, 2006: VentureLink Fund Changes
Effective July 28. 2006, VentureLink Group of Funds has announced the
following changes:
New Funds
- VentureLink Brighter Future I
- VentureLink Brighter Future II
- VentureLink Brighter Future III
- VentureLink Brighter Future IV
- VentureLink Brighter Future V
- VentureLink Balanced
Fund Mergers
| Terminating Fund |
Continuing Fund |
| VentureLink Brighter Future Equ I |
VentureLink Brighter Future I |
| VentureLink Brighter Future Equ II |
VentureLink Brighter Future II |
| VentureLink Brighter Future Equ III |
VentureLink Brighter Future III |
| VentureLink Brighter Future Equ IV |
VentureLink Brighter Future IV |
| VentureLink Fund Series I |
VentureLink Brighter Future I |
| VentureLink Fund Series II |
VentureLink Brighter Future V |
| VentureLink Fund Series III |
VentureLink Brighter Future III |
| VentureLink Fund Series IV |
VentureLink Brighter Future IV |
| VentureLink Brighter Future Bal |
VentureLink Balanced |
| VentureLink Diversified Balanced |
VentureLink Balanced |
View the Fund
Report for VentureLink Group of Funds.
Monday July 31, 2006: Dynamic Fund Changes
Effective July 28, 2006 Dynamic Mutual Funds Ltd. has announced the following
changes:
Name Changes
| Existing Name |
New Name |
| Dynamic FocusPlus Guarant American |
Dynamic Power Guarantd Amer Growth |
| Dynamic FocusPlus Guarant Canadian |
Dynamic FocusPlus Guarant Equity |
Fund Mergers
| Terminated Fund |
Merged Into |
| Dynamic FocusPlus American |
Dynamic Power American Growth |
View the Fund
Report for Dynamic Mutual Funds Ltd.
Friday July 28, 2006: New BMO Funds
Effective July 19, 2006, BMO Nesbitt Burns Inc. has launched the following
funds:
- BMO Sentry Select Cdn Income S3
- BMO Sentry Select Cdn Income ROC S3
- BMO FTI bestLINK Gwt & Inc S2
- BMO FTI bestLINK ROC Gwt & Inc S2
- BMO FTI bestLINK Cdn & Glb S2
- BMO Sun CI Protection Plus Cl S1
View the Fund
Report for BMO Nesbitt Burns Inc.
Friday July 28, 2006: New CDSPI Fund
Effective July 10, 2006, Cdn. Dental Ser Plans Inc(CDSPI). has launched the
following fund:
- CDA US Large Cap (Capital)
View the Fund
Report for Cdn. Dental Ser Plans Inc(CDSPI).
Tuesday July 25, 2006: Legg Mason Name Changes
Effective July 24, 2006 Legg Mason Funds has announced the following name
changes
| Previous Name |
New Name |
| Legg Mason International Equity |
Legg Mason Brandywine Int'l Equity |
View the Fund
Report for GrowthWorks Canadian Fund Ltd.
Tuesday July 25, 2006: First Ontario Fund Changes
Effective July 17. 2006, First Ontario Labour Sponsored Investment Fund Ltd.
has merged with GrowthWorks Canadian Fund Ltd.
Effective July 17. 2006, GrowthWorks Canadian Fund Ltd. launched the
following funds:
- GrowthWorks Cdn Fund Ltd. (FOF Gro)
- GrowthWorks Cdn Fund Ltd. (FOF Tra)
View the Fund
Report for GrowthWorks Canadian Fund Ltd.
Tuesday July 25, 2006: Citadel Fund Changes
Effective July 20. 2006, Citadel Group of Funds launched the following fund:
Effective July 20. 2006, Citadel Group of Funds merged the following funds:
| Terminated Fund |
Merged Into |
| MYDAS Fund |
Citadel Premium Income |
| Citadel Multi-Sector Income Fund |
Citadel Premium Income |
| Citadel Income & Growth |
Citadel Premium Income |
View the Fund
Report for Citadel Group of Funds.
Friday July 21, 2006: Caldwell Fund Name Change
Effective July 4, 2006, Caldwell Securities Ltd. has renamed the following
fund:
| Previous Name |
New Name |
| Caldwell America |
Caldwell Exchange |
View the Fund
Report for Caldwell Securities Ltd.
Friday July 21, 2006: New Guardian Funds
Effective July 19, 2006, Guardian Mutual Funds has launched the following
funds:
- GGOF AggressiveGrowth Solution – A
- GGOF Balanced Solution – A
- GGOF Conservative Solution – A
- GGOF Growth Solution – A
- GGOF Income Solution – A
View the Fund
Report for Guardian Mutual Funds.
Friday July 21, 2006: Dynamic Fund Name Change
Effective July 19, 2006, Dynamic Mutual Funds has renamed the following fund:
| Previous Name |
New Name |
| Dynamic Wrld Convertible Debentures |
Dynamic Advantage Bond |
View the Fund
Report for Dynamic Mutual Funds.
Tuesday July 18, 2006: Twenty-First Century Fund Terminated
Effective May 31, 2006, Twenty-First Century Funds Inc. has terminated the
following fund:
- Twenty-First Century American Equ
View the Fund
Report for Twenty-First Century Funds Inc.
Monday July 17, 2006: Dynamic Fund Mergers
Effective July 14, 2006, Dynamic Mutual Funds has merged the following funds:
| Terminated Fund |
Continuing Fund |
| Dynamic QSSP |
Dynamic Power Small Cap |
| Dynamic Corporate Bond |
Dynamic Wrld Convertible Debentures |
| Dynamic Technology |
Dynamic Power American Growth |
| Dynamic Strategic All Equity Port |
Dynamic FocusPlus Equity |
| Dynamic Strategic Balanced Port |
Dynamic FocusPlus Balanced |
| Dynamic Strategic Conservative Port |
Dynamic FocusPlus Balanced |
| Dynamic Strategic Defensive Port |
Dynamic FocusPlus Balanced |
| Dynamic Strategic High Growth Port |
Dynamic FocusPlus Balanced |
View the Fund
Report for Dynamic Mutual Funds.
Monday July 17, 2006: Investors Group Fund Name Changes
Effective July 17, 2006, Investors Group has renamed the following funds:
| Previous Name |
New Name |
| Alto Aggressive Reg Portfolio-A |
Alto Aggressive Canada Focus Pt-A |
| Alto Aggressive Reg Portfolio-B |
Alto Aggressive Canada Focus Pt-B |
| Alto Aggressive Reg Portfolio-C |
Alto Aggressive Canada Focus Pt-C |
| Alto Moderate Aggressive Port-A |
Alto Moderate Aggr Can Focus Pt-A |
| Alto Moderate Aggressive Port-B |
Alto Moderate Aggr Can Focus Pt-B |
| Alto Moderate Aggressive Port-C |
Alto Moderate Aggr Can Focus Pt-C |
| Allegro Aggressive Reg Portfolio-A |
Allegro Aggr Canada Focus Pt-A |
| Allegro Aggressive Reg Portfolio-B |
Allegro Aggr Canada Focus Pt-B |
| Allegro Aggressive Reg Portfolio-C |
Allegro Aggr Canada Focus Pt-C |
| Allegro Mod Aggressive Registered-A |
Allegro Mod Aggr Canada Focus Pt-A |
| Allegro Mod Aggressive Registered-B |
Allegro Mod Aggr Canada Focus Pt-B |
| Allegro Mod Aggressive Registered-C |
Allegro Mod Aggr Canada Focus Pt-C |
View the Fund
Report for Investors Group.
Monday July 17, 2006: CI Fund Name Changes
Effective June 30, 2006, Synergy Mutual Fund-CI and CI Investments Inc. has
renamed the following funds:
| Previous Name |
New Name |
| Synergy Extreme Canadian Equity |
Synergy Focus Canadian Equity |
| Synergy Extreme Global Equity |
Synergy Focus Global Equity |
| Synergy Extreme Global Equity (US$) |
Synergy Focus Global Equity (US$) |
| CI Global Boomernomics Corp (US$) |
CI Global Balanced Corp Class (US$) |
| CI Global Boomernomics Corp Class |
CI Global Balanced Corp Class |
| CI Global Boomernomics GIF-A |
CI Global Balanced GIF-A |
| CI Global Boomernomics GIF-B |
CI Global Balanced GIF-B |
| Sun Wise CI Glo Boomer Corp 100/100 |
Sun Wise CI Glo Bal Corp 100/100 |
| Sun Wise CI Glo Boomer Corp 75/100 |
Sun Wise CI Glo Bal Corp 75/100 |
| Sun Wise CI Glo Boomer 75/75y |
Sun Wise CI Glo Bal Corp 75/75 |
Effective July 12, 2006, CI Investments Inc. has renamed the following funds
| Previous Name |
New Name |
| CI Canadian Balanced Port. |
Portfolio Series Balanced |
| CI Canadian Conservative Port |
Portfolio Series Conservative |
| CI Global Conservative Portfolio |
Portfolio Series Conservative Bal |
| CI Global Conservative Port (US$) |
Portfolio Series Consv Bal (US$) |
| CI Canadian Income Portfolio |
Portfolio Series Income |
| CI Global Maximum Growth Port (US$) |
Portfolio Series Maximum Gwth (US$) |
| CI Global Maximum Growth Portfolio |
Portfolio Series Maximum Growth |
| Clarica SF CI Canadian Income Port |
Clarica SF Port Ser Conservative |
| Clarica SF CI Cdn Balanced Port |
Clarica SF Port Series Balanced |
| Clarica SF CI Cdn Conservative Port |
Clarica SF Port Series Consvative |
| Clarica SF CI Glbl Consrvatve Port |
Clarica SF Port Series Conserv Bal |
| Clarica SF CI Glbl Max Grwth Port |
Clarica SF Port Ser Maximum Growth |
| Clarica SF CI Global Balanced Port |
Clarica SF Port Series Bal Growth |
| Clarica SF CI Global Growth Port |
Clarica SF Portfolio Series Growth |
| Sun Wise CI Cdn Bal Port (100%) |
Sun Wise Pt Series Balanced (100%) |
| Sun Wise CI Cdn Bal Port (75%) |
Sun Wise Pt Series Balanced (75%) |
| Sun Wise Pt Ser Balanced 100/100 |
Sun Wise Pt Ser Balanced 100/100 |
| Sun Wise CI Cdn Bal Port 75/100 |
Sun Wise Pt Ser Balanced 75/100 |
| Sun Wise CI Cdn Bal Port 75/75 |
Sun Wise Pt Ser Balanced 75/75 |
| Sun Wise CI Cdn Conser Port (100%) |
Sun Wise Pt Series Conser (100%) |
| Sun Wise CI Cdn Conserv Port (75%) |
Sun Wise Pt Ser Conserv (75%) |
| Sun Wise CI Cdn Conserv Po 100/100 |
Sun Wise Pt Ser Conserv 100/100 |
| Sun Wise CI Cdn Conserv Port 75/100 |
Sun Wise Pt Ser Conserv 75/100 |
| Sun Wise CI Cdn Conserv Port 75/75 |
Sun Wise Pt Ser Conserv 75/75 |
| Sun Wise CI Cdn Growth Port (100%) |
Sun Wise Pt Ser Bal Gwth (100%) |
| Sun Wise CI Cdn Growth Port (75%) |
Sun Wise Pt Ser Bal Growth (75%) |
| Sun Wise CI Cdn Growth Port 100/100 |
Sun Wise Pt Ser Bal Growth 100/100 |
| Sun Wise CI Cdn Growth Port 75/100 |
Sun Wise Pt Ser Bal Growth 75/100 |
| Sun Wise CI Cdn Growth Port 75/75 |
Sun Wise Pt Ser Bal Growth 75/75 |
| Sun Wise CI Cdn Income Port (100%) |
Sun Wise Pt Ser Income (100%) |
| Sun Wise CI Cdn Income Port (75%) |
Sun Wise Pt Ser Income (75%) |
| Sun Wise CI Cdn Income Port 100/100 |
Sun Wise Pt Ser Income 100/100 |
| Sun Wise CI Cdn Income Port 75/100 |
Sun Wise Pt Ser Income 75/100 |
| Sun Wise CI Cdn Income Port 75/75 |
Sun Wise Pt Ser Income 75/75 |
| Sun Wise CI Cdn Max Gwth Po (100%) |
Sun Wise Pt Maximum Growth (100%) |
| Sun Wise CI Cdn Max Gwth Po 100/100 |
Sun Wise Pt Maximum Growth 100/100 |
| Sun Wise CI Cdn Max Gwth Po 75/100 |
Sun Wise Pt Maximum Growth 75/100 |
| Sun Wise CI Cdn Max Gwth Port (75%) |
Sun Wise Pt Maximum Growth (75%) |
| Sun Wise CI Cdn Max Gwth Port 75/75 |
Sun Wise Pt Maximum Growth 75/75 |
| Sun Wise CI Glo Balanced Pt 100/100 |
Sun Wise Pt Ser Bal Gwth 100/100 |
| Sun Wise CI Glo Balanced Pt 75/100 |
Sun Wise Pt Ser Bal Gwth 75/100 |
| Sun Wise CI Glo Balanced Pt 75/75 |
Sun Wise Pt Ser Bal Gwth 75/75 |
| Sun Wise CI Glo Cons Port 100/100 |
Sun Wise Pt Ser Cons Bal 100/100 |
| Sun Wise CI Glo Cons Port 75/100 |
Sun Wise Pt Ser Cons Bal 75/100 |
| Sun Wise CI Glo Cons Port 75/75 |
Sun Wise Pt Ser Cons Bal 75/75 |
| Sun Wise CI Glo Max Gwt Por 100/100 |
Sun Wise Pt Ser Max Gwth 100/100 |
| Sun Wise CI Glo Max Gwt Por 75/100 |
Sun Wise Pt Ser Max Gwth 75/100 |
| Sun Wise CI Glo Max Gwt Por 75/75 |
Sun Wise Pt Ser Max Gwth 75/75 |
| Sun Wise CI Global Gw Port 100/100 |
Sun Wise Pt Ser Growth 100/100 |
| Sun Wise CI Global Gwth Port (100%) |
Sun Wise Pt Series Growth (100%) |
| Sun Wise CI Global Gwth Port (75%) |
Sun Wise Pt Series Growth (75%) |
| Sun Wise CI Global Gwth Port 75/100 |
Sun Wise Pt Ser Growth 75/100 |
| Sun Wise CI Global Gwth Port 75/75 |
Sun Wise Pt Ser Growth 75/75 |
| Sun Wise Elite CI Cdn Bal Port 1010 |
Sun Wise Elite Pt Ser Balanced 1010 |
| Sun Wise Elite CI Cdn Bal Port 7510 |
Sun Wise Elite Pt Ser Balanced 7510 |
| Sun Wise Elite CI Cdn Bal Port 7575 |
Sun Wise Elite Pt Ser Balanced 7575 |
| Sun Wise Elite CI Cdn Consr Po 1010 |
Sun Wise Elite Pt Ser Conserv 1010 |
| Sun Wise Elite CI Cdn Consr Po 7510 |
Sun Wise Elite Pt Ser Conserv 7510 |
| Sun Wise Elite CI Cdn Consr Po 7575 |
Sun Wise Elite Pt Ser Conserv 7575 |
| Sun Wise Elite CI Cdn Inc Port 1010 |
Sun Wise Elite Pt Ser Income 1010 |
| Sun Wise Elite CI Cdn Inc Port 7510 |
Sun Wise Elite Pt Ser Income 7510 |
| Sun Wise Elite CI Cdn Inc Port 7575 |
Sun Wise Elite Pt Ser Income 7575 |
| Sun Wise Elite CI Gl Max Gw Pt 1010 |
Sun Wise Elite Pt Ser Max Gwth 1010 |
| Sun Wise Elite CI Gl Max Gw Pt 7510 |
Sun Wise Elite Pt Ser Max Gwth 7510 |
| Sun Wise Elite CI Gl Max Gw Pt 7575 |
Sun Wise Elite Pt Ser Max Gwth 7575 |
| Sun Wise Elite CI Glbl Gw Prt 1010 |
Sun Wise Elite Pt Ser Growth 1010 |
| Sun Wise Elite CI Glbl Gw Prt 7510 |
Sun Wise Elite Pt Ser Growth 7510 |
| Sun Wise Elite CI Glbl Gw Prt 7575 |
Sun Wise Elite Pt Ser Growth 7575 |
| Sun Wise Elite CI Glo Bal Port 1010 |
Sun Wise Elite Pt Bal Growth 1010 |
| Sun Wise Elite CI Glo Bal Port 7510 |
Sun Wise Elite Pt Bal Growth 7510 |
| Sun Wise Elite CI Glo Bal Port 7575 |
Sun Wise Elite Pt Bal Growth 7575 |
| Sun Wise Elite CI Glo Cons Prt 1010 |
Sun Wise Elite Pt Ser Cons Bal 1010 |
| Sun Wise Elite CI Glo Cons Prt 7510 |
Sun Wise Elite Pt Ser Cons Bal 7510 |
| Sun Wise Elite CI Glo Cons Prt 7575 |
Sun Wise Elite Pt Ser Cons Bal 7575 |
View the Fund
Report for CI Investments Inc.
Monday July 17, 2006: New FrontierAlt Funds
Effective July 11, 2006, FrontierAlt Group of Funds has launched the
following funds:
- FrontierAlt All Terrain Bond A
- FrontierAlt All Terrain Bond F
- FrontierAlt All Terrain Bond I
View the Fund
Report for FrontierAlt Group of Funds.
Monday July 17, 2006: CI Fund Terminated
Effective May 25, 2006, CI Investments Inc. has terminated the following
fund:
View the Fund
Report for CI Investments Inc.
Friday July 14, 2006: New Investors Group Funds
Effective July 14, 2006, Investors Group has launched the following funds:
- IG Canadian Growth-A
- IG Canadian Growth-B
- IG Canadian Growth-C
- IG Canadian Growth Class-A
- IG Canadian Growth Class-B
- IG Mac Max Canadian Equity Growth-A
- IG Mac Max Canadian Equity Growth-B
- IG Mac Max Canadian Equity Growth-C
View the Fund
Report for Investors Group.
Friday July 14, 2006: BMO Manager Change
Effective July 1, 2006, BMO Investments Inc. has announced the following
portfolio manager change:
| Fund Name |
Previous Manager |
New Manager |
| BMO Greater China Class |
Chris Ruffle |
James Chong |
View the Fund
Report for BMO Investments Inc.
Wednesday July 12, 2006: Quadrus Funds Merged
Effective July 7, 2006, Quadrus Group of Funds has merged the following
funds:
| Terminated Fund |
Continuing Fund |
| Quadrus Fixed Income Folio |
Quadrus LLIM Canadian Bond |
| Quadrus Canadian Equity Folio |
Quadrus Cdn Equity Corp Class |
| Quadrus Global Equity Folio |
Quadrus US and Intl Equity Corp Cl |
| Quadrus GWLIM Ethics |
Quadrus GWLIM Canadian Growth |
View the Fund
Report for Quadrus Group of Funds.
Monday July 10, 2006: Impax Fund Name Change
Effective July 7, 2006, Impax Funds Management Inc has renamed the following
fund:
| Previous Name |
New Name |
| DGC Entertainment Ventures Corp. |
Impax Venture Income Fund Inc. |
View the Fund
Report for Impax Funds Management Inc.
Monday July 10, 2006: Investors Group Fund Changes
Effective July 7, 2006, Investors Group has announced the following fund
changes:
New Funds
- IG Bissett Canadian Equity C
- Alto Moderate Aggressive Reg Port-C
- Alto Aggressive Reg Portfolio-C
Fund Name Change
| Previous Name |
New Name |
| Investors Mortgage |
Investors Mortgage & Short Term Inc |
View the Fund
Report for Investors Group.
Monday July 10, 2006: MIX Funds closed
Effective July 10, 2006, the following MIX funds are closed to new investors:
- MIX International Growth Class
- MIX F.I. International Portfolio
- MIX U.S. Large Cap Core Class
- MIX F.I. Growth America Class
View the Fund
Report for Manulife MIX Funds.
Friday July 7, 2006: Lawrence & Co. Fund Merger
Effective June 29, 2006, Lawrence & Company Inc. has merged the following
funds:
| Terminated Fund |
Continuing Fund |
| York Labour Fund Inc |
Lawrence Enterprise I |
View the Fund
Report for Lawrence & Company Inc.
Friday July 7, 2006: SciVest Funds Merged
Effective June 30, 2006, SciVest Alternative Strategies Inc. has merged the
following funds:
| Terminated Fund |
Continuing Fund |
| SciVest Enhan Mkt Neut Equ (US$)-A2 |
SciVest Market Neutral Eqty(US$)-A2 |
| SciVest Enhan Mkt Neutral Eq(US$)-F |
SciVest Market Neutral Equ-F (US$) |
| SciVest Enhan Mkt Neutral Equ (US$) |
SciVest Market Neutral Equity (US$) |
| SciVest Enhan Mkt NeutralEq(US$)-F2 |
SciVest Market Neutral Equ-(US$)F2 |
| SciVest Enhan Mkt NeutralEq(US$)-P2 |
SciVest Market Neutral Eqty(US$)-P2 |
| SciVest Enhanced Market Neutral Equ |
SciVest Market Neutral Equity |
| SciVest Enhanced Mkt Neutral Eq F2 |
SciVest Market Neutral Equity F2 |
| SciVest Enhanced Mkt Neutral Eq P2 |
SSciVest Market Neutral Equity P2 |
| SciVest Enhanced Mkt Neutral Eq-A2 |
SciVest Market Neutral Equity A2 |
| SciVest Enhanced Mkt Neutral Equ-F |
SciVest Market Neutral Equity-F |
View the Fund
Report for SciVest Alternative Strategies Inc.
Friday July 7, 2006: SciVest Funds Terminated
Effective June 2, 2006, SciVest Alternative Strategies Inc. has terminated
the following funds:
- SciVest Income Portfolio Plus – A
- SciVest Income Port Plus - A(US$)
View the Fund
Report for SciVest Alternative Strategies Inc.
Friday July 7, 2006: New Standard Life Funds
Effective July 06, 2006, Standard Life Mutual Funds has launched the
following funds:
- Standard Life Cdn Small Cap-F
- Standard Life Corp HighYield Bond-F
- Standard Life Global Div Growth-F
- Standard Life Global Eqty Focus-A
- Standard Life Global Eqty Focus-E
- Standard Life Global Eqty Focus-L
- Standard Life Aggressive Port-E
- Standard Life Aggressive Port-L
- Standard Life Conservative Port-E
- Standard Life Conservative Port-L
- Standard Life Growth Port-E
- Standard Life Growth Port-L
- Standard Life Moderate Port-E
- Standard Life Moderate Port-L
View the Fund
Report for Standard Life Mutual Funds.
Friday July 7, 2006: Tricycle Fund Terminated
Effective June 30, 2006, Tricycle Asset Management Corp. has terminated
the following fund:
- BDC Managed Futures Series N-2
View the Fund
Report for Tricycle Asset Management Corp.
Thursday July 6, 2006: Guardian Fund Changes
Effective July 5, 2006, Guardian Mutual Funds has launched the following
funds:
- GGOF Cdn Balanced Mutual-F
- GGOF Emerging Markets Mutual (US$)
- GGOF Emerging Markets Mutual-F
- GGOF European Equity Fund Mut (US$)
- GGOF European Equity Mutual-F
- GGOF Fltg Rate Income-Mutual (US$)
- GGOF Global Equity Mutual (US$)
- GGOF Global Small Cap Mutual (US$)
- GGOF Global Small Cap Mutual-F
- GGOF Global Technology Mutual (US$)
- GGOF Japanese Equity (US$)
Effective July 5, 2006, Guardian Mutual Funds has renamed the following funds
| Terminated Fund |
Continuing Fund |
| GGOF American Value Fund Ltd Class |
GGOF American Equity Fund Ltd Class |
| GGOF American Value Fund Ltd M(US$) |
GGOF American Equity Fd Ltd M(US$) |
| GGOF American Value Fund Ltd Mutual |
GGOF American Equity Fund Ltd Mut |
| GGOF Canadian Growth Fund Ltd. |
GGOF Canadian Equity Fund Ltd. Mut |
| GGOF Cdn High Yield Bond Mutual |
GGOF High Yield Bond Fund Mutual |
| GGOF Canadian Large Cap Val Mutual |
GGOF Canadian Lrg Cap Equ Fund Mut |
| GGOF European Growth Mutual |
GGOF European Equity Fund Mutual |
| GGOF European Growth Mutual (US$) |
GGOF European Equity Fund Mut (US$) |
| GGOF Global Value |
GGOF Global Equity Fund Mutual |
| GGOF Japanese Value |
GGOF Japanese Equity Fund Mutual |
| GGOF RSP Global Bond Classic |
GGOF Global Bond Fund Classic |
| GGOF RSP Global Bond Mutual |
GGOF Global Bond Fund Mutual |
| GGOF RSP US MMF (US$) Classic |
GGOF US Money Market Fund Cl (US$) |
| GGOF RSP US MMF (US$) Mutual |
GGOF US Money Market Fund Mut (US$) |
View the Fund
Report for Guardian Mutual Funds.
Thursday July 6, 2006: Fond Diamant Changes
Effective June 30, 2006, Fonds Diamant Inc. has announced the following fund
merger:
| Terminated Fund |
Continuing Fund |
| World Value Diamond |
Contr. Invest. Strat. Diamond |
Effective July 04, 2006, Fonds Diamant Inc. has announced the following name
change:
| Previous Name |
New Name |
| Contr. Invest. Strat. Diamond |
Diamond North American Value |
View the Fund
Report for Fonds Diamant Inc.
Thursday July 6, 2006: RBC Fund Changes
Effective July 4, 2006, RBC Asset Management Inc. has announced the following
changes:
New Fund
- RBC North American Dividend - A
Terminated Funds
- RBC Global Industrials Sector
- RBC Global Industrials Sector-Adv
- RBC Global Commun. & Media Sector
- RBC Global Commun. & Media Sec-Adv
- RBC Global Consumer Trends Sector
- RBC Global Consumer Trends Sec-Adv
Fund Mergers
| Terminated Fund |
Continuing Fund |
| RBC Global Education |
RBC Target 2015 Education Fund |
| RBC Global Balanced |
RBC Balanced Growth |
Closed to New Investors
- RBC O'Shaughnessy U.S. Growth
Name/Objective Changes
| Previous Name |
New Name |
| RBC Balanced Growth |
|
| RBC Blue Chip Canadian Equity |
RBC North American Dividend |
| RBC Canadian Value |
RBC North American Value |
| RBC Canadian Growth |
RBC North American Growth |
| RBC Energy |
RBC Global Energy |
| RBC Precious Metals |
RBC Global Precious Metals |
| RBC Global Resources Sector |
RBC Global Resources |
| RBC Global Technology Sector |
RBC Global Technology |
| RBC Global Financial Serv. Sector |
RBC Global Consumer and Financials |
Name Changes
| Previous Name |
New Name |
| RBC Dividend |
RBC Canadian Dividend |
| RBC U.S. RSP Index |
RBC U.S. Index Currency Neutral |
| RBC International RSP Index |
RBC Intl Index Currency Neutral |
| RBC Global Health Sciences Sector |
RBC Global Health Sciences |
View the Fund
Report for RBC Asset Management Inc.
Thursday July 6, 2006: Transamerica Fund Name Changes
Effective June 30, 2006, Transamerica Life Canada has announced the following
name changes:
| Previous Name |
New Name |
| Trans CI Gbl Boomernomics 75/75 |
Trans CI Global Balanced 75/75 |
| Trans CI Gbl Boomernomics 75/100 |
Trans CI Global Balanced 75/100 |
View the Fund
Report for Transamerica Life Canada.
Thursday June 29, 2006: New Front Street Funds
Effective June 19, 2006, Front Street Capital Inc. has launched the following
funds:
- Front Street Canadian Equity - A
- Front Street Canadian Equity - B
- Front Street Diversified Income - A
- Front Street Diversified Income - B
- Front Street Resource - A
- Front Street Resource - B
View the Fund
Report for Front Street Capital Inc.
Thursday June 29, 2006: SEI Fund Terminated
Effective June 22, 2006, SEI Investments Canada Company has terminated the
following fund:
- SEI Canadian Large Cap Index-O
View the Fund
Report for SEI Investments Canada Company.
Wednesday June 28, 2006: Franklin Templeton Manager Changes
Effective June 1, 2006, Franklin Templeton Investments has announced the
following portfolio manager changes:
| Fund Name |
Previous Manager |
New Manager |
| Tmpltn Global Balanced |
Alexander C. Calvo |
Michael Hasenstab, Ph.D. |
| Tmpltn Global Balanced (US$) |
Alexander C. Calvo |
Michael Hasenstab, Ph.D. |
| Tmpltn Global Bond |
Alexander C. Calvo |
Michael Hasenstab, Ph.D. |
| Tmpltn Global Bond (US$) |
Alexander C. Calvo |
Michael Hasenstab, Ph.D. |
| Tmpltn Global Income |
Alexander C. Calvo |
Michael Hasenstab, Ph.D. |
| Tmpltn Global Income (US$) |
Alexander C. Calvo |
Michael Hasenstab, Ph.D. |
View the Fund
Report for Franklin Templeton Investments.
Wednesday June 28, 2006: New Integra Fund
Effective June 28, 2006, Integra Capital Ltd. has launched the following
fund:
View the Fund
Report for Integra Capital Ltd.
Tuesday June 27, 2006: GGOF Fund Mergers
Effective June 23, 2006, GGOF Guardian Group of Funds has announced the
following fund mergers:
| Terminated Fund |
Continuing Fund |
| GGOF American Growth |
GGOF American Value Fund Ltd Mutual |
| GGOF American Growth (US$) |
GGOF American Value Fund Ltd (US$) |
| GGOF Global Growth Mutual |
GGOF Global Value |
| GGOF Global Health Sciences |
GGOF Global Technology Mutual |
| GGOF RSP International Bal Classic |
GGOF Global Diversified |
View the Fund
Report for GGOF Guardian Group of Funds.
Monday June 26, 2006: Mackenzie Fund Mergers
Effective June 23, 2006, Mackenzie Capital Class Funds has merged the
following funds:
| Terminated Fund |
Continuing Fund |
| Mackenzie Univ Health Sci Cap Cl-B |
Mackenzie Univ Health Sci Cap Cl |
| Mackenzie Sel Mgr Japan CpCl-B |
Mackenzie Sel Mgr Japan Cap Cl |
| Mackenzie Sel Mgrs USA Cap-B |
Mackenzie Sel Mgrs USA Capital |
View the Fund
Report for Mackenzie Capital Class Funds.
Monday June 26, 2006: Investors Group Fund Changes
Effective June 23, 2006, Investors Group has announced the following changes:
Fund Mergers
| Terminated Fund |
Continuing Fund |
| IG AGF International Bond |
Investors Global Bond |
| IG Templeton World Bond |
Investors Global Bond |
Fund Name Change
| Previous Name |
New Name |
| Investors Mortgage |
Investors Mortgage & Short Term Inc |
View the Fund
Report for Investors Group.
Monday June 26, 2006: Dynamic Fund Name Changes
Effective June 23, 2006 Dynamic Mutual Funds has announced the following name
changes:
| Existing Name |
New Name |
| Dynamic Canadian Dividend Fund Ltd |
Dynamic Canadian Dividend Fund |
| Dynamic Income |
Dynamic Canadian Bond Fund |
| Dynamic International Value |
Dynamic Global Value Fund |
| Dynamic International Value (US$) |
Dynamic Global Value Fund (US$) |
| Dynamic International Value – T |
Dynamic Global Value Fund-T |
| Dynamic Canadian High Yield Bond |
Dynamic High Yield Bond Fund |
View the Fund
Report for Dynamic Mutual Funds.
Thursday June 22, 2006: New PH&N Funds
Effective June 22, 2006, Phillips, Hager & North Ltd. has launched the
following funds:
- BonaVista Canadian Equity Value-A
- BonaVista Canadian Equity Value-O
- BonaVista Global Balanced-A
- BonaVista Global Balanced-O
- PH&N Currency-Hedged Oversea Equ-A
- PH&N Currency-Hedged Oversea Equ-O
- PH&N Currency Hedged U.S. Equity-A
- PH&N Currency Hedged U.S. Equity-O
View the Fund
Report for Phillips, Hager & North Ltd.
Monday June 19, 2006: DeltaOne Capital Fund Name Change
Effective June 16, 2006 DeltaOne Capital Partners Corp. has announced the
following name changes:
| Existing Name |
New Name |
| DeltaOne Energy RSP |
DeltaOne Strategic Energy |
View the Fund
Report for DeltaOne Capital Partners Corp.
Monday June 19, 2006: New AIM Trimark Funds
Effective June 19, 2006, AIM Trimark Investments has launched the following
funds:
- AIM Canadian Equity Gwth Private Pl
- AIM EAFE Equity Growth Private Pool
- Trimark Canadian Equity Private Pl
- Trimark EAFE Equity Private Pool
- Trimark Glo Mid-Cap Equ Private Pl
- Trimark Glob Equ Priv Pl-Curr Ntrl
- Trimark Global Equity Private Pool
- Trimark Monthly Income Private Pool
- Trimark US Equity Priv Pl-Curr Ntrl
- Trimark US Equity Private Pool
- Trimark World Bal Priv Pl-Curr Ntrl
- Trimark World Balanced Private Pool
View the Fund
Report for AIM Trimark Investments.
Tuesday June 13, 2006: Great-West Fund Mergers
Effective June 12, 2006, Great-West Life Assurance Co. has merged the
following funds:
| Terminated Fund |
Continuing Fund |
| GWL Larger Company (M) DSC |
GWL Dividend (M) DSC |
| GWL Larger Company (M) NL |
GWL Dividend (M) NL |
| GWL Global Income (A) DSC |
GWL Enhanced Bond (LK) DSC |
| GWL Global Income (A) NL |
GWL Enhanced Bond (LK) NL |
| GWL Bond (B) DSC |
GWL Canadian Bond (G) DSC |
| GWL Bond (B) NL |
GWL Canadian Bond (G) NL |
View the Fund
Report for Great-West Life Assurance Co.
Tuesday June 13, 2006: All Points Funds Terminated
Effective May 31, 2006, All Points Index Funds Limited has terminated the
following funds:
- All Points Index - US Bear Class
- All Points Index - US Geared Class
- All Points Index - US Index Class
Tuesday June 13, 2006: Resolute Fund Terminated
Effective June 2 2006, Resolute Funds Limited has terminated the following
fund:
View the Fund
Report for Resolute Funds Limited.
Tuesday June 13, 2006: New Hartford Funds
Effective June 12, 2006, Hartford Investment Canada Corp. has launched the
following funds:
- Hartford Canadian Stock F
- Hartford Canadian Stock I
- Hartford Growth & Income F
- Hartford Growth & Income I
- Hartford Cdn Equity Income F
- Hartford Cdn Equity Income I
- Hartford Canadian Value F
- Hartford Canadian Value I
- Hartford Advisors F
- Hartford Advisors I
- Hartford Bond F
- Hartford Bond I
- Hartford U.S. Cap Appreciation F
- Hartford U.S. Cap Appreciation I
- Hartford Global Leaders F
- Hartford Global Leaders I
- Hartford U.S. Stock F
- Hartford U.S. Stock I
View the Fund
Report for Hartford Investment Canada Corp.
Tuesday June 13, 2006: Great-West Fund Name Changes
Effective June 12, 2006 Great-West Life Assurance Co. has announced the
following name changes:
| Existing Name |
New Name |
| GWL Cdn Science & Tech (G) NL |
GWL Science & Technology (G) NL |
| GWL Cdn Science & Tech (G) DSC |
GWL Science & Technology (G) DSC |
| GWL N. A. Equity (B) DSC |
GWL Canadian Equity (B) DSC |
| GWL N. A. Equity (B) NL |
GWL Canadian Equity (B) NL |
View the Fund
Report for Great-West Life Assurance Co.
Friday June 9, 2006: Montrusco Funds Terminated
Effective June 7, 2006, Montrusco Funds has terminated the following funds:
- Montrusco Bolton Int'l Equity (US$)
- Montrusco Bolton Tax. US Equ (US$)
View the Fund
Report for Montrusco Funds.
Thursday June 8, 2006: Canada Life Fund Changes
Effective June 5, 2006, Canada Life Assurance Co. has launched the following
funds:
- Canada Life Adv Alloc Gens I
- Canada Life Agg Alloc Gens I
- Canada Life Am Disc Eq (F) Gens I
- Canada Life Amer Growth (A) Gens I
- Canada Life Balanced (AT) Gens I
- Canada Life Balanced (BT) Gens I
- Canada Life Balanced Alloc Gens I
- Canada Life Cdn Ast All (F) Gens I
- Canada Life Cdn Eq Grow (M) Gens I
- Canada Life Cdn Eq Val (LK) Gens I
- Canada Life Cdn Equity (A) Gens I
- Canada Life Cdn Equity (AT) Gens I
- Canada Life Cdn Equity (BT) Gens I
- Canada Life Cdn Equity (L) Gens I
- Canada Life Cdn Equity (LK) Gens I
- Canada Life Cdn Equity (T) Gens I
- Canada Life Cdn Gr & In (A) Gens I
- Canada Life Cdn Grow (AT) Gens I
- Canada Life Cdn Res (M) Gens I
- Canada Life Conserv Alloc Gens I
- Canada Life Dividend (L) Gens I
- Canada Life Enhanc Div (LK) Gens I
- Canada Life European Eq (S) Gens I
- Canada Life Far East Eq (M) Gens I
- Canada Life Fixed Inc (BT) Gens I
- Canada Life Fixed Inc (LK) Gens I
- Canada Life Global Eq (AT) Gens I
- Canada Life Global Eq (S) Gens I
- Canada Life Global Fut (M) Gens I
- Canada Life Gov Bond (G) Gens I
- Canada Life Harb Cdn (CI) Gens I
- Canada Life Harb G & I (CI) Gens I
- Canada Life Inc Focus Gens I
- Canada Life Inc Growth Gens I
- Canada Life Inc Growth Plus Gens I
- Canada Life Income Opp (L) Gens I
- Canada Life Ind Bal (TD) Gens I
- Canada Life Ind Cd Bd (TD) Gens I
- Canada Life Ind Cd Eq (TD) Gens I
- Canada Life Ind Int Eq (TD) Gens I
- Canada Life Ind US Eq (TD) Gens I
- Canada Life Intl Bnd (LK) Gens I
- Canada Life Intl Eq (T) Gens I
- Canada Life Intl Port (F) Gens I
- Canada Life Managed (LK) Gens I
- Canada Life Mid Cap Can (G) Gens I
- Canada Life Moderate Alloc Gens I
- Canada Life Money Mkt (LK) Gens I
- Canada Life NL Mon Mkt (LK) Gens I
- Canada Life NorthStar (F) Gens I
- Canada Life Real Est (GRA) Gens I
- Canada Life Sm Cap Eq (BT) Gens I
- Canada Life True North (F) Gens I
- Canada Life US Gro Ldrs (M) Gens I
- Canada Life US Value (L) Gens I
- Canada Life World Eq (AIC) Gens I
Effective June 5, 2006, Canada Life Assurance Co. has renamed the following
funds:
| Existing Name |
New Name |
| Canada Life Advanced Allocation |
Canada Life Adv Alloc Gens |
| Canada Life Aggressive Allocation |
Canada Life Agg Alloc Gens |
| Canada Life Am Disc Eq (F) |
Canada Life Am Disc Eq (F) Gens |
| Canada Life Balanced Allocation |
Canada Life Balanced Alloc Gens |
| Canada Life Cdn Eq Value (Laketon) |
Canada Life Cdn Eq Val (LK) Gens |
| Canada Life Cdn Resource(Mackenzie) |
Canada Life Cdn Res (M) Gens |
| Canada Life Conservative Allocation |
Canada Life Conserv Alloc Gens |
| Canada Life Gens Amer. Grth (AGF) |
Canada Life Amer Growth (A) Gens |
| Canada Life Gens Balanced (Bissett) |
Canada Life Balanced (BT) Gens |
| Canada Life Gens Balanced (Trimark) |
Canada Life Balanced (AT) Gens |
| Canada Life Gens Cdn Asset All (F) |
Canada Life Cdn Ast All (F) Gens |
| Canada Life Gens Cdn Equity (AGF) |
Canada Life Cdn Equity (A) Gens |
| Canada Life Gens Cdn Eq (Bissett) |
Canada Life Cdn Equity (BT) Gens |
| Canada Life Gens Cdn Equity (Lake) |
Canada Life Cdn Equity (LK) Gens |
| Canada Life Gens Canadian Equ(LLIM) |
Canada Life Cdn Equity (L) Gens |
| Canada Life Gens Cdn Eq (Templeton) |
Canada Life Cdn Equity (T) Gens |
| Canada Life Gens Cdn Eq (Trimark) |
Canada Life Cdn Equity (AT) Gens |
| Canada Life Gens Cdn Equity Gw (MF) |
Canada Life Cdn Eq Grow (M) Gens |
| Canada Life Gens Cdn Grth & In(AGF) |
Canada Life Cdn Gr & In (A) Gens |
| Canada Life Gens Cdn Growth (AIM) |
Canada Life Cdn Grow (AT) Gens |
| Canada Life Gens Dividend (LLIM) |
Canada Life Dividend (L) Gens |
| Canada Life Gens Enhanced Div(Lake) |
Canada Life Enhanc Div (LK) Gens |
| Canada Life Gens European Equ (ST) |
Canada Life European Eq (S) Gens |
| Canada Life Gens Far East Equ (MF) |
Canada Life Far East Eq (M) Gens |
| Canada Life Gens Fixed Inc(Bissett) |
Canada Life Fixed Inc (BT) Gens |
| Canada Life Gens Fixed Income(Lake) |
Canada Life Fixed Inc (LK) Gens |
| Canada Life Gens Glob. Eq (Setanta) |
Canada Life Global Eq (S) Gens |
| Canada Life Gens Global Eq(Trimark) |
Canada Life Global Eq (AT) Gens |
| Canada Life Gens Global Future (MF) |
Canada Life Global Fut (M) Gens |
| Canada Life Gens Government Bond(G) |
Canada Life Gov Bond (G) Gens |
| Canada Life Gens Harbour Cdn (CI) |
Canada Life Harb Cdn (CI) Gens |
| Canada Life Gens Harb Gwth&Inc(CI) |
Canada Life Harb G & I (CI) Gens) |
| Canada Life Gens Indexed Bal (TDQC) |
Canada Life Ind Bal (TD) Gens |
| Canada Life Gens Index Cdn Bond(TD) |
Canada Life Ind Cd Bd (TD) Gens |
| Canada Life Gens Index Cdn Eq(TDQC) |
Canada Life Ind Cd Eq (TD) Gens |
| Canada Life Gens Index Int'l Eq(TD) |
Canada Life Ind Int Eq (TD) Gens |
| Canada Life Gens Index US Eq (TDQC) |
Canada Life Ind US Eq (TD) Gens |
| Canada Life Gens Int'l Bond (Lake) |
Canada Life Intl Bnd (LK) Gens |
| Canada Life Gens Int'l Eq (Temp) |
Canada Life Intl Eq (T) Gens |
| Canada Life Gens Int'l Portf (Fid) |
Canada Life Intl Port (F) Gens |
| Canada Life Gens Managed (Laketon) |
Canada Life Managed (LK) Gens |
| Canada Life Gens Money Market(Lake) |
Canada Life Money Mkt (LK) Gens |
| Canada Life Gens M M (Laketon) – NL |
Canada Life NL Mon Mkt (LK) Gens |
| Canada Life Gens Small Cap Eq(Biss) |
Canada Life Sm Cap Eq (BT) Gens |
| Canada Life Gens True North (Fid) |
Canada Life True North (F) Gens |
| Canada Life Gens US Gwt Leaders(MF) |
Canada Life US Gro Ldrs (M) Gens |
| Canada Life Gens U.S. Value (LLIM) |
Canada Life US Value (L) Gens |
| Canada Life Gens World Equity (AIC) |
Canada Life World Eq (AIC) Gens |
| Canada Life Income Focus |
Canada Life Inc Focus Gens |
| Canada Life Income Gro Plus |
Canada Life Inc Growth Plus Gens |
| Canada Life Income Growth |
Canada Life Inc Growth Gens |
| Canada Life Income Opp (L) |
Canada Life Income Opp (L) Gens |
| Canada Life Mid Cap Canada (GWLIM) |
Canada Life Mid Cap Can (G) Gens |
| Canada Life Moderate Allocation |
Canada Life Moderate Alloc Gens |
| Canada Life NorthStar (F) |
Canada Life NorthStar (F) Gens |
| Canada Life R Estate (GR) |
Canada Life Real Est (GRA) Gens |
View the Fund
Report for Canada Life Assurance Co.
Tuesday June 6, 2006: AIM Trimark Manager Changes
Effective June 5, 2006, AIM Trimark Investments has announced the following
portfolio manager changes:
| Fund Name |
Previous Manager |
New Manager |
| Trimark Interest |
Rex Chong, CFA, MBA |
Marques Mercier |
| Trimark Interest - DSC |
Anthony Imbesi, CFA, BComm |
James Colquitt |
| Trimark Interest Segregated (AIG) |
Alfred Samson |
Lyman Missimer III, CFA, MBA and Michael E. Marek, CFA, CPA |
| Trimark US Money Market (US$) |
Rex Chong, CFA, MBA |
Marques Mercier |
| Trimark US Money Market (US$)-DSC |
Anthony Imbesi, CFA, BComm and Alfred Samson |
James Colquitt, Lyman Missimer III, CFA, MBA and Michael E. Marek,
CFA, CPA |
| AIM Canada Money Market |
Karen Dunn Kelley, BFinance, Marques Mercier and James Colquitt |
Marques Mercier, James Colquitt, Michael E. Marek, CFA, CPA and Lyman
Missimer III, CFA, MBA |
| AIM Short-Term Income 'A' |
Karen Dunn Kelley, BFinance |
Marques Mercier |
| AIM Short-Term Income 'A' (US$) |
Marques Mercier |
James Colquitt |
| AIM Short-Term Income 'B' |
James Colquitt |
Michael E. Marek, CFA, CPA |
| AIM Short-Term Income 'B' (US$) |
|
Lyman Missimer III, CFA, MBA |
View the Fund
Report for AIM Trimark Investments.
Tuesday June 6, 2006: Vengrowth Fund Name Change
Effective June 05, 2006 Vengrowth Asset Management has announced the
following name change:
| Existing Name |
New Name |
| Criterion Dow Jones-AIG |
Criterion Div Comm Curr Hedged - A |
This fund has also been converted from closed-end fund to an open end fund
effective June 05, 2006.
View the Fund
Report for Vengrowth Asset Management.
Thursday June 1, 2006: New AEGON Funds
Effective May 31, 2006, AEGON Fund Management Inc. has launched the following
new funds:
- imaxx Canadian Balanced
- imaxx Canadian Dividend
- imaxx Canadian Small Cap
- imaxx TOP Income Portfolio
View the Fund
Report for AEGON Fund Management Inc.
Thursday June 1, 2006: FrontierAlt Fund Manager Changes
Effective May 1, 2006, FrontierAlt Group of Funds has announced the following
portfolio manager changes:
| Fund Name |
Previous Manager |
New Manager |
| FrontierAlt All Terrain Canada |
Lorne Steinberg, MBA, CFA |
Paul A. M. Harris, CFA, Paul Gardner, CFA and Bill Harris,CFA |
| FrontierAlt All Terrain World |
David Marvin, CFA |
Paul A. M. Harris, CFA, Paul Gardner, CFA and Bill Harris,CFA |
View the Fund
Report for FrontierAlt Group of Funds.
Tuesday May 30, 2006: New Sarbit Funds
Effective May 23, 2006, Sarbit Asset Management has launched the following
funds:
- Sarbit Total Performance Trust
- Sarbit Total Performance Trst (US$)
View the Fund
Report for Sarbit Asset Management.
Monday May 29, 2006: New Criterion Funds
Effective May 29, 2006, Criterion Funds has launched the following funds:
- CRT Global Dividend CH Class A
- CRT Global Dividend CH Class B
- CRT Global Dividend CH Class C
- CRT Global Dividend CH Class F
- CRT International Equity CH A
- CRT International Equity CH B
- CRT International Equity CH C
- CRT International Equity CH F
View the Fund
Report for Criterion Funds.
Tuesday May 23, 2006: Sprott Manager Change
Effective May 09, 2006, Sprott Asset Management Inc. has announced the
following portfolio manager change:
| Fund Name |
Previous Manager |
New Manager |
| Sprott Growth |
Sprott Asset Mgmt. - Mgmt. Team |
Sprott Asset Mgmt. - Mgmt. Team and Peter J. Hodson, CFA |
View the Fund
Report for Sprott Asset Management Inc.
Friday May 19, 2006: Acker Name Changes
Effective May 18, 2006 Acker Finley Inc. has announced the following name
changes:
| Existing Name |
New Name |
| QSA Canada Focus |
Acker Finley Canada Focus |
| QSA Select Canada Focus |
Acker Finley Select Canada Focus |
| QSA Select US Value 50 |
Acker Finley Select US Value 50 |
View the Fund
Report for Acker Finley Inc.
Tuesday May 16, 2006: BMO Name Changes
Effective May 15, 2006 BMO Investments Inc. has announced the following name
changes:
| Existing Name |
New Name |
| BMO Global Bond |
BMO Global High Yield Bond |
| BMO NAFTA Advantage |
BMO North American Dividend |
View the Fund
Report for BMO Investments Inc.
Thursday May 11, 2006: New Fidelity Funds
Effective May 8, 2006, Fidelity Investments Canada Ltd. has launched the
following funds:
- Fidelity AsiaStar A
- Fidelity AsiaStar A (US$)
- Fidelity AsiaStar B
- Fidelity AsiaStar B (US$)
- Fidelity China A
- Fidelity China A (US$)
- Fidelity China B
- Fidelity China B (US$)
- Fidelity Global Real Estate A
- Fidelity Global Real Estate A (US$)
- Fidelity Global Real Estate B
- Fidelity Global Real Estate B (US$)
- Fidelity International Disc Equ A
- Fidelity International Disc Equ B
- Fidelity International Disc Equ T
- Fidelity International Val B (US$)
- Fidelity International Value A
- Fidelity International Value A(US$)
- Fidelity International Value B
- Fidelity Intl Disc Equity A(US$)
- Fidelity Intl Disc Equity B (US$)
- Fidelity Intl Disc Equity S
View the Fund
Report for Fidelity Investments Canada Ltd.
Thursday May 11, 2006: Fidelity Name Change
Effective May 8, 2006, 2006, Fidelity Investments Canada Ltd. has renamed the
following funds:
| Existing Name |
New Name |
| Fidelity International Port Cl-B |
Fidelity Global Cl - B |
| Fidelity International Port-A (US$) |
Fidelity Global - A (US$) |
| Fidelity International Port-B (US$) |
Fidelity Global - B (US$) |
| Fidelity International Portfolio –B |
Fidelity Global – B |
| Fidelity International Portfolio –S |
Fidelity Global – S |
| Fidelity International Portfolio –T |
Fidelity Global – T |
| Fidelity International Portfolio Cl |
Fidelity Global Class A |
| Fidelity International Portfolio-A |
Fidelity Global – A |
View the Fund
Report for Fidelity Investments Canada Ltd.
Thursday May 11, 2006: National Bank Name Change
Effective May 8, 2006 National Bank Mutual Funds has announced the following
name change:
| Existing Name |
New Name |
| National Bank/Fidelity Intl Port |
National Bank/Fidelity Global Port |
View the Fund
Report for National Bank Mutual Funds.
Thursday May 11, 2006: BMO Fund Merger
Effective May 5, 2006, BMO Investments Inc. has merged the following fund:
| Terminated Fund |
Continuing Fund |
| BMO U.S. Dollar Bond (US$) |
BMO U.S. Dollar Monthly Income |
View the Fund
Report for BMO Investments Inc.
Thursday May 11, 2006: Transamerica Life Name Changes
Effective May 8, 2006 Transamerica Life Canada has announced the following
name changes:
| Existing Name |
New Name |
| Trans Fidelity Intl Port 75/100 |
Trans Fidelity Global Port 75/100 |
| Trans Fidelity Intl Port 75/75 |
Trans Fidelity Global Port 75/75 |
View the Fund
Report for Transamerica Life Canada.
Thursday May 11, 2006: Lawrence & Company Name Changes
Effective May 5, 2006, 2006, Lawrence & Company Inc. has renamed the
following funds:
| Previous Name |
New Name |
| Centerfire Growth Fund Inc |
York Labour Fund Inc |
View the Fund
Report for Lawrence & Company Inc.
Thursday May 4, 2006: Industrial Fund Mergers
Effective April 25, 2006, Industrial Alliance Life Ins. & Fin Serv has
merged the following funds:
| Terminated Fund |
Continuing Fund |
| IA Ecflx U.S. Equity (AGF) |
IA Ecflx U.S. Equity (McLeanBudden) |
| IA Ecflx U.S. Equity (AGF) |
IA Ecflx U.S. Equity (McLeanBudden) |
| IA Ecflx U.S. Equity (AGF) |
IA Ecflx U.S. Equity (McLeanBudden) |
View the Fund
Report for Industrial Alliance Life Ins. & Fin Serv.
Thursday May 4, 2006: Empire Company Name Change
Effective May 1, 2006, Empire Financial Group has changed their company name
to Empire Life.
Thursday May 4, 2006: AIM Trimark Manager Changes
Effective May 1, 2006, AIM Trimark Funds has announced the following
portfolio manager changes:
| Fund Name |
Previous Manager |
New Manager |
| AIM Global Technology |
Bill R. Keithler |
Michelle Fenton, CFA |
| AIM Global Technology (US$) |
Bill R. Keithler |
Michelle Fenton, CFA |
| AIM Global Technology Class |
Bill R. Keithler |
Michelle Fenton, CFA |
| AIM Global Technology Class (US$) |
Bill R. Keithler |
Michelle Fenton, CFA |
View the Fund
Report for AIM Trimark Investments.
Thursday May 4, 2006: Industrial Alliance Fund Mergers
Effective April 25, 2006, Industrial Alliance Pacific Life Ins. & Fin
Serv has merged the following funds:
| Terminated Fund |
Continuing Fund |
| IAP U.S. Equity (AGF) |
IAP Ecflx U.S. Equity(McLeanBudden) |
| IAP Global Equity (ABN AMRO) |
IAP Ecflx Global Equity (New Star) |
| IAP European Equity (ABN AMRO) |
IAP Ecflx European Eq (Rothschild) |
View the Fund
Report for Industrial Alliance Pacific Life Ins. & Fin Serv.
Thursday May 4, 2006: Mackenzie Manager Changes
Effective May 01, 2006, Mackenzie Financial Corporation. has announced the
following portfolio manager change:
| Fund Name |
Previous Manager |
New Manager |
| Mackenzie Univ Wld Sci & Tec Cap Cl |
Brian Ashford-Russell |
Brian Ashford-Russell and Ben Rogoff |
Effective April 01, 2006, Mackenzie Financial Corporation. has announced the
following portfolio manager changes:
| Fund Name |
Previous Manager |
New Manager |
| Mackenzie Univ European Opport |
Stephen Peak - Lead Manager |
Paul Casson - Lead Manager and Stephen Peak - Secondary Manager |
View the Fund
Report for Mackenzie Financial Corporation.
Thursday May 4, 2006: New Mackenzie Funds
Effective May 01, 2006, Mackenzie Financial Corporation has launched the
following funds:
- Mackenzie Cundill Value 'T'
- Mackenzie Cundill Value 'T' (US$)
- Mackenzie Maxxum Dividend 'T'
- Mackenzie Cundill Glo Bal 'T' (US$)
- Mackenzie Ivy Global Bal 'T' (US$)
View the Fund
Report for Mackenzie Financial Corporation.
Thursday May 4, 2006: Legg Mason Fund Name Change
Effective April 28, 2006 Legg Mason funds has announced the following name
change:
| Existing Name |
New Name |
| Legg Mason Canadian Growth Equity |
Legg Mason Canadian Small Cap |
View the Fund
Report for Legg Mason Canada Inc.
Friday April 28, 2006: Manulife Fund Changes
Effective April 28, 2006 Manulife Financial has announced the following
changes:
Fund Mergers
| Terminated Fund |
Merged Into |
| MLI AIC Advantage II GIF 1 |
MLI E&P Value Equity GIF 1 |
| MLI AIC Advantage II GIF 2 |
MLI E&P Value Equity GIF 2 |
| MLI AIC Advantage II GIFe 1 |
MLI E&P Value Equity GIFe 1 |
| MLI AIC Advantage II GIFe 2 |
MLI E&P Value Equity GIFe 2 |
| MLI AIC American Focused GIF 1 |
MLI Renaissance US Bas Val GIF 1 |
| MLI AIC American Focused GIF 2 |
MLI Renaissance US Bas Val GIF 2 |
| MLI AIC American Focused GIFe 1 |
MLI Renaissance US Bas Val GIFe 1 |
| MLI AIC American Focused GIFe 2 |
MLI Renaissance US Bas Val GIFe 2 |
| MLI BPI Global Equity GIF 1 |
MLI CI Global GIF 1 |
| MLI BPI Global Equity GIF 2 |
MLI CI Global GIF 2 |
| MLI BPI Global Equity GIFe 1 |
MLI CI Global GIFe 1 |
| MLI BPI Global Equity GIFe 2 |
MLI CI Global GIFe 2 |
| MLI Fidelity RSP Int'l Port GIF 1 |
MLI Fidelity Int'l Portfolio GIF 1 |
| MLI Fidelity RSP Int'l Port GIF 2 |
MLI Fidelity Int'l Portfolio GIF 2 |
| MLI Fidelity RSP Int'l Port GIFe 1 |
MLI Fidelity Int'l Portfolio GIFe 1 |
| MLI Fidelity RSP Int'l Port GIFe 2 |
MLI Fidelity Int'l Portfolio GIFe 2 |
| MLI U.S. Equity (SEAMARK) GIF 1 |
Maritime Life US Equity GIF 1 |
| MLI U.S. Equity (SEAMARK) GIF 2 |
Maritime Life US Equity GIF 2 |
| MLI U.S. Equity (SEAMARK) GIFe 1 |
Maritime Life US Equity GIFe 1 |
| MLI U.S. Equity (SEAMARK) GIFe 2 |
Maritime Life US Equity GIFe 2 |
The following funds are CLOSED to New Investments
- MLI E&P Gen Wave GIF 1
- MLI E&P Gen Wave GIF 2
- MLI E&P Gen Wave GIFe 1
- MLI E&P Gen Wave GIFe 2
- Synchrony Conserv RRSP Port A&C
- Synchrony Conserv RRSP Port B
- Synchrony Performan RRSP Port A&C
- Synchrony Performan RRSP Port B
- Maritime Life Intl Equity(Temp)-R
- Maritime Life Intl Equity(Temp)-RII
- Maritime Life MIX SEA Total Gl-R
- Maritime Life MIX SEA Total Gl-R II
Name Change
| Previous Name |
New Name |
| Maritime Life Aggressive Equity-A&C |
Maritime Life Aggres Equ-A&C (Clsd) |
| Maritime Life Aggressive Equity-B |
Maritime Life Aggres Equ-B (Closed) |
New Funds
- Manulife Simp Aggress Port R-100
- Manulife Simp Aggress Port R-75
- Manulife Simp Balanced Port R-100
- Manulife Simp Balanced Port R-75
- Manulife Simp Conserv Port R-100
- Manulife Simp Conserv Port R-75
- Manulife Simp Growth Port R-100
- Manulife Simp Growth Port R-75
- Manulife Simp Income Port R-100
- Manulife Simp Income Port R-75
- Manulife Simp Moderate Port R-100
- Manulife Simp Moderate Port R-75
- Maritime Life Aggress Equity GIF 1
- Maritime Life Aggress Equity GIF 2
- Maritime Life Aggress Equity GIFe 1
- Maritime Life Aggress Equity GIFe 2
- Maritime Life Aggressive Eq A&C-100
- Maritime Life Aggressive Equ B-100
- Maritime Life AIM Cd First Cl A-75
- Maritime Life AIM Cd First Cl B-100
- Maritime Life AIM Cd First Cl B-75
- Maritime Life AIM Cd Prm Cl A&C-100
- Maritime Life AIM CdFirstCl A&C-100
- Maritime Life AIM Cdn Bal A&C-100
- Maritime Life AIM Cdn Bal A-75
- Maritime Life AIM Cdn Bal B-100
- Maritime Life AIM Cdn Bal B-75
- Maritime Life AIM Cdn Bal R-100
- Maritime Life AIM Cdn Bal R-75
- Maritime Life AIM Cdn Prem Cl A-75
- Maritime Life AIM Cdn Prem Cl B-100
- Maritime Life AIM Cdn Prem Cl B-75
- Maritime Life Amer Gwth & Inc GIF 2
- Maritime Life Amer Gwth&Inc GIFe 2
- Maritime Life Balanced GIF 1
- Maritime Life Balanced GIF 2
- Maritime Life Balanced GIFe 1
- Maritime Life Balanced GIFe 2
- Maritime Life CI Har Gw & Inc B-100
- Maritime Life CI Har Gw & Inc R-100
- Maritime Life CI Har Gw & Inc R-75
- Maritime Life CI Har Gw&Inc A&C-100
- Maritime Life CI Harbour A&C-100
- Maritime Life CI Harbour B-100
- Maritime Life Dollar-Cost AvgAdB100
- Maritime Life Dollar-CostAvgAdAC100
- Maritime Life E&P Core CdEq A&C-100
- Maritime Life E&P Core Cdn Eq A-75
- Maritime Life E&P Core Cdn Eq B-100
- Maritime Life E&P Core Cdn Eq B-75
- Maritime Life E&P Mthly HighIncA-75
- Maritime Life E&P Mthly HighIncB-75
- Maritime Life E&P Strat Inc A&C-100
- Maritime Life E&P Strat Inc A-75
- Maritime Life E&P Strat Inc B-100
- Maritime Life E&P Strat Inc B-75
- Maritime Life E&P Tax-Mgd Gw A-75
- Maritime Life E&P Tax-Mgd Gw B-75
- Maritime Life Fid Cd Bond A&C100
- Maritime Life Fidelity Cd Bond B100
- Maritime Life Growth GIF 1
- Maritime Life Growth GIF 2
- Maritime Life Growth GIFe 1
- Maritime Life Growth GIFe 2
- Maritime Life MIX Gl Val Cl A&C-100
- Maritime Life MIX Glo Equ Cl A-75
- Maritime Life MIX Glo Equ Cl B-75
- Maritime Life MIX Glo Val Cl A-75
- Maritime Life MIX Glo Val Cl B-100
- Maritime Life MIX Glo Val Cl B-75
- Maritime Life MIX US LgCpVal Cl A75
- Maritime Life MIX US LgCpVal Cl B75
- Maritime Life Tri Adv Bond A&C100
- Maritime Life Tri Sel Cdn Gw A&C100
- Maritime Life Tri Sel Cdn Gwth B100
- Maritime Life Trimark Adv Bond B100
- Maritime Life US Equity GIF 1
- Maritime Life US Equity GIF 2
- Maritime Life US Equity GIFe 1
- Maritime Life US Equity GIFe 2
- MLI E&P Core Canadian Equity GIF 1
- MLI E&P Core Canadian Equity GIF 2
- MLI E&P Core Canadian Equity GIFe 1
- MLI E&P Core Canadian Equity GIFe 2
- MLI E&P Strategic Income GIF 1
- MLI E&P Strategic Income GIF 2
- MLI E&P Strategic Income GIFe 1
- MLI E&P Strategic Income GIFe 2
- MLI Trimark Europlus GIF 2
- MLI Trimark Europlus GIFe 2
View the Fund
Report for Manulife Financial.
Friday April 28, 2006: AGF Manager Changes
Effective April 28, 2006 Scott Colbourne from AGF Funds will no longer be
portfolio manager of the following funds:
- AGF Canadian Bond
- AGF Canadian Conservative Income
- AGF Canadian High Yield Bond
- AGF Glo Government Bond
- AGF Global High Yield Bond
- AGF RSP Glo Bond
- AGF Short Term Income Class
- AGF Canadian Money Market Account
- AGF U.S. $ Money Market (US$)
View the Fund
Report for AGF Funds.
Friday April 28, 2006: Mackenzie Manager Changes
Effective April 25, 2006, Mackenzie Capital Class Funds has announced the
following portfolio manager changes:
| Fund Name |
Previous Manager |
New Manager |
| Mackenzie Sel Mgr Japan Cap Cl |
Jon Dobson |
Noriko Juroki |
| Mackenzie Sel Mgr Japan CpCl-B |
Jon Dobson |
Noriko Juroki |
View the Fund
Report for Mackenzie Capital Class Funds.
Friday April 28, 2006: Barclays Name Changes
Effective April 25, 2006, 2006, Barclays Global Investors Canada Ltd. has
renamed the following funds:
| Previous Name |
New Name |
| iUnits 60 Canadian Equity Index |
iShares CDN LargeCap 60 Index |
| iUnits Canadian Bonds Index |
iShares CDN Bond Index |
| iUnits Composite Cdn Eq Capped Idx |
iShares CDN Composite Index |
| iUnits Dividend Index |
iShares CDN Dividend Index |
| iUnits Energy Sector Index |
iShares CDN Energy Sector Index |
| iUnits Financial Sector Index |
iShares CDN Financial Sector Index |
| iUnits Gold Sector Index |
iShares CDN Gold Sector Index |
| iUnits Income Trust Sector Index |
iShares CDN Income Trust Sector Index |
| iUnits International Equity C$ Idx |
iShares CDN MSCI EAFE Index |
| iUnits Materials Sector Index |
iShares CDN Materials Sector Index |
| iUnits MidCap Canadian Equity Index |
iShares CDN MidCap Index |
| iUnits REIT Index |
iShares CDN REIT Sector Index |
| iUnits Real Return Bond Index |
iShares CDN Real Return Bond Index |
| iUnits S&P 500 C$ Index |
iShares CDN S&P 500 Index |
| iUnits Short Bond Index |
iShares CDN Short Bond Index |
| iUnits Technology Sector Index |
iShares CDN Tech Sector Index |
View the Fund
Report for Barclays Global Investors Canada Ltd.
Thursday April 27, 2006: Middlefield Fund Merger
Effective April 27, 2006, Middlefield Group Ltd. has merged the following
fund:
| Terminated Fund |
Continuing Fund |
| Middlefield Vector Energy |
Middlefield Active Energy Inc Trust |
View the Fund
Report for Middlefield Group Ltd.
Wednesday April 26, 2006: New Accumulus Fund
Effective April 12, 2006, Accumulus Management Ltd. has launched the
following fund:
- BDC Canadian Fin Yield Nts Sr I
View the Fund
Report for Accumulus Management Ltd.
Tuesday April 25, 2006: Middlefield Fund Merger
Effective April 25, 2006, Middlefield Group Ltd. has merged the following
fund:
| Terminated Fund |
Continuing Fund |
| INDEXPLUS2 Income |
INDEXPLUS Income |
View the Fund
Report for Middlefield Group Ltd.
Monday April 24, 2006: Mackenzie Fund Changes
Effective April 21, 2006, 2006, Mackenzie Funds has merged the following
funds:
| Terminated Fund |
Continuing Fund |
| Mackenzie Sen Tact Glo Bond (US$) |
Mackenzie Sent RRSP Glo Bond (US$) |
| Mackenzie Sen Tact Global Bond |
Mackenzie Sentinel RRSP Global Bond |
Effective April 21, 2006, 2006, Mackenzie Funds has renamed the following
funds:
| Previous Name |
New Name |
| Mackenzie Sent RRSP Glo Bond (US$) |
Mackenzie Sentinel Global Bond(US$) |
| Mackenzie Sentinel RRSP Global Bond |
Mackenzie Sentinel Global Bond |
View the Fund
Report for Mackenzie Funds.
Monday April 24, 2006: Ethical Fund Terminated
Effective April 21, 2006, Ethical Funds Inc. has terminated the following
fund:
- Ethical Tax Managed American Equity
View the Fund
Report for Ethical Funds Inc.
Tuesday April 18, 2006: Ethical Funds Manager Change
Effective April 18, 2006, Ethical Funds Inc. has announced the following
portfolio manager changes:
| Fund Name |
Previous Manager |
New Manager |
| Ethical Global Equity |
Rockefeller & Co. - Mgmt. Team |
Manning & Napier Advs Inc.-Mgmt Team |
View the Fund
Report for Ethical Funds Inc.
Thursday April 13, 2006: Global Wealth Fund Name Change
Effective April 12, 2006, 2006, Global Wealth Builders Ltd. has renamed the
following fund:
| Previous Name |
New Name |
| GWB Canadian Wealth Builder |
GWB Global Wealth Builder |
View the Fund
Report for Global Wealth Builders Ltd.
Tuesday April 11, 2006: Mackenzie Fund Changes
Effective April 7, 2006, Mackenzie Financial has announced that the following
funds are now Closed to new purchases:
- Mackenzie Cundill Recovery 'C'
- Mackenzie Cundill Recovery 'C'(US$)
View the Fund
Report for Mackenzie Financial.
Tuesday April 11, 2006: Middlefield Fund Terminated
Effective April 5, 2006, Middlefield Group Limited. has terminated the
following fund.
View the Fund
Report for Middlefield Group Limited.
Tuesday April 11, 2006: New ONE Funds
Effective March 30, 2006, ONE Financial has launched the following funds.
- ONE PLI G7 Global Index Note 1
- ONE PLI Gold Note Series 1
- ONE PLIC Canadian Dividend Note 1
- ONE PLIC Global Dividend Note 1
- ONE PLIC Income Trust Note 1
View the Fund
Report for ONE Financial.
Tuesday April 11, 2006: AEGON Fund Mergers
Effective April 07, 2006, AEGON Fund Management Inc. has announced the
following fund mergers.
| Terminated Fund |
Continuing Fund/i> |
| imaxx TOP RSP Balanced Portfolio |
imaxx TOP Balanced Portfolio |
| imaxx TOP RSP Growth Portfolio |
imaxx TOP Growth Portfolio |
View the Fund
Report for AEGON Fund Management Inc.
Thursday April 6, 2006: Northwest Fund Changes
Effective April 1, 2006, Northwest Specialty Equity is now open to all
investors.
View the Fund
Report for Northwest Mutual Funds Inc.
Monday April 3, 2006: Pro-Hedge Manager Changes
Effective February 28, 2006, Pro-Hedge Funds Inc. has announced the following
portfolio manager changes:
| Fund Name |
Previous Manager |
New Manager |
| Pro-Hedge Multi Manager Elite-A |
Jim Goar, MBA, CFA and Dennis Heskel |
John Thiessen, CFA |
View the Fund
Report for Pro-Hedge Funds Inc.
Monday April 3, 2006: ClaringtonFunds Manager Changes
Effective April 1, 2006, ClaringtonFunds Inc. has announced the following
portfolio manager changes:
| Fund Name |
Previous Manager |
New Manager |
| Clarington Canadian Balanced |
SEAMARK Asset Mgmt.- Mgmt. Team |
Industrial All Invest Mgmt - Mgmt. Team and Howson Tattersall - Mgmt.
Team |
| Clarington Canadian Bond-A |
SEAMARK Asset Mgmt.- Mgmt. Team |
Industrial All Invest Mgmt - Mgmt. Team |
| Clarington Canadian Bond-B |
SEAMARK Asset Mgmt.- Mgmt. Team |
Industrial All Invest Mgmt - Mgmt. Team |
| Clarington Canadian Dividend |
SEAMARK Asset Mgmt.- Mgmt. Team |
Industrial All Invest Mgmt - Mgmt. Team |
| Clarington Canadian Equity |
SEAMARK Asset Mgmt.- Mgmt. Team |
Industrial All Invest Mgmt - Mgmt. Team |
| Clarington Canadian Equity Class |
SEAMARK Asset Mgmt.- Mgmt. Team |
Industrial All Invest Mgmt - Mgmt. Team |
| Clarington Canadian Income |
SEAMARK Asset Mgmt.- Mgmt. Team |
Industrial All Invest Mgmt - Mgmt. Team |
| Clarington Canadian Income II-A |
SEAMARK Asset Mgmt.- Mgmt. Team |
Industrial All Invest Mgmt - Mgmt. Team |
| Clarington Canadian Income II-B |
SEAMARK Asset Mgmt.- Mgmt. Team |
Industrial All Invest Mgmt - Mgmt. Team |
| Clarington Global Income |
SEAMARK Asset Mgmt.- Mgmt. Team |
Industrial All Invest Mgmt - Mgmt. Team and OppenheimerFunds Inc. -
Mgmt. Team |
| Clarington Global Income (US$) |
SEAMARK Asset Mgmt.- Mgmt. Team |
Industrial All Invest Mgmt - Mgmt. Team and OppenheimerFunds Inc. -
Mgmt. Team |
| Clarington Money Market |
SEAMARK Asset Mgmt.- Mgmt. Team |
Industrial All Invest Mgmt - Mgmt. Team |
| Clarington Short-Term Income Class |
SEAMARK Asset Mgmt.- Mgmt. Team |
Industrial All Invest Mgmt - Mgmt. Team |
View the Fund
Report for ClaringtonFunds Inc.
Monday April 3, 2006: Laketon Fund Terminated
Effective March 30, 2006, Laketon Investment Management Ltd. has terminated
the following fund:
View the Fund
Report for Laketon Investment Management Ltd.
Friday March 31, 2006: New Industrial Alliance Fund
Effective March 31, 2006, Industrial Alliance Life Ins. & Fin Serv has
launched the following fund:
View the Fund
Report for Industrial Alliance Life Ins. & Fin Serv.
Friday March 31, 2006: New Capital Funds
Effective March 31, 2006, Capital International Asset Mgmt. (Cda) has
launched the following funds:
- Capital Intl - Global Discov B(US$)
- Capital Intl - Global Discovery B
- Capital Intl - Global Equity B
- Capital Intl - Global Equity B(US$)
- Capital Intl - Global Sm Cap B(US$)
- Capital Intl - Global Small Cap B
- Capital Intl - Growth & Income A
- Capital Intl - Growth & Income B
- Capital Intl - Growth & Income D
- Capital Intl - Growth & Income F
- Capital Intl - Int'l Equity B
- Capital Intl - Int'l Equity B (US$)
- Capital Intl - US Equity B
- Capital Intl - US Equity B (US$)
View the Fund
Report for Capital International Asset Mgmt. (Cda).
Thursday March 30, 2006: CI Name Changes
Effective March 30, 2006 CI Investments has announced the following name
changes:
| Previous Name |
New Name |
| Clarica SF Trimark Canadian Equity |
Clarica SF CI Signature Canadian |
| Clarica SF Trimark Canadian Equity A |
Clarica SF CI Signature Canadian A |
| Clarica SF Trimark Balanced |
Clarica SF CI Sig Sel Canadian Bal |
| Clarica SF Trimark Balanced A |
Clarica SF CI Sig Sel Canadian Bal A |
| Clarica SF Trimark Global Equity |
Clarica SF CI Harbour Global Equity |
| Clarica SF Trimark Global Equity A |
Clarica SF CI Harbour Global Equity A |
| Clarica SF Trimark Discovery |
Clarica SF CI Global Science & Tech |
| Clarica SF Trimark Discovery A |
Clarica SF CI Global Science & Tech A |
View the Fund
Report for CI Investments.
Thursday March 30, 2006: New BMO Fund
Effective March 22, 2006, BMO Nesbitt Burns Inc. has launched the following
fund:
- BMO FTI bestLINK Global Div S1
View the Fund
Report for BMO Nesbitt Burns Inc.
Thursday March 30, 2006: New CIBC Fund
Effective March 28, 2006, CIBC World Markets Inc. has launched the following
fund:
- CIBC Commodity Index Grth Dep Nt S1
View the Fund
Report for CIBC World Markets Inc.
Tuesday March 28, 2006: New Sentry Funds
Effective March 27, 2006, Sentry Select Capital Corp. has launched the
following funds:
- Sentry Select Balanced Class
- Sentry Canadian Energy Growth Class
- Sentry Select Canadian Income Class
- Sentry Mining Opportunity Class
- Sentry Select Money Market Class
View the Fund
Report for Sentry Select Capital Corp.
Tuesday March 28, 2006: New CIBC Funds
Effective March 22, 2006, CIBC World Markets Inc. has launched the following
funds:
- CIBC CAD Blue-Chip Rainbow S1
- CIBC CI MAX Deposit Notes Series 3
- CIBC CI MAX Deposit Notes Series 3T
- CIBC Agriculture Index Growth S1
View the Fund
Report for CIBC World Markets Inc.
Monday March 27, 2006: New McLean Budden Fund
Effective March 24, 2006, McLean Budden Ltd has launched the following fund:
- McLean Budden High Income Equity
View the Fund
Report for McLean Budden Ltd.
Friday March 17, 2006: Dynamic Manager Changes
Effective March 01, 2006 Dynamic Mutual Funds has announced that Ned Goodman
will no longer manage the following funds:
- Dynamic FocusPls Diver Income Trust
- Dynamic FocusPlus Energy Inc Trust
- Dynamic FocusPlus Small Business
View the Fund
Report for Dynamic Mutual Funds.
Thursday March 16, 2006: New Copernican Fund
Effective March 16, 2006, Copernican Capital Corp has launched the following
closed end fund:
- Copernican World Banks Inc&Gr
Thursday March 16, 2006: Norrep Fund Changes
Effective March 1, 2006, Norrep Inc. has closed Norrep Opport Corp-Norrep II
Class Fund for new investors.
View the Fund
Report for Norrep Inc.
Wednesday March 15, 2006: New BMO Funds
Effective March 15, 2006, BMO Nesbitt Burns Inc. has launched the following
funds:
- BMO FTI bestLINK Diversified Inc S2
- BMO FTI bestLINK Div Inc ROC S2
- BMO Skylon Pro-Tracker Series 3
- BMO Skylon Pro-Tracker R.O.C. S3
- BMO Dyn PRINCIPALPLUS Yield Cl S2
- BMO Dyn PRIN.PLUS ROC Yield Cl S2
- BMO Dyn PRIN.PLUS Total Ret Cl S1
- BMO Sentry Select Y.E.I.L.D. S1
- BMO Sentry Select Cdn Income S1
- BMO Sentry Select Cdn Income ROC S1
View the Fund
Report for BMO Nesbitt Burns Inc.
Tuesday March 14, 2006: Orbit Fund Name Changes
Effective March 13, 2006, Orbit Mutual Funds has been renamed to FrontierAlt
Group of Funds, as a result the following fund names have changed:
| Previous Name |
New Name |
| Orbit Canadian Equity |
FrontierAlt All Terrain Canada |
| Orbit World |
FrontierAlt All Terrain World |
View the Fund
Report for FrontierAlt Group of Funds.
Tuesday March 7, 2006: Mackenzie Fund Name Changes
Effective March 6, 2006, Mackenzie Financial Corporation has renamed the
following funds:
| Previous Name |
New Name |
| Mackenzie Univ Amer Gwth Cap Class |
Mackenzie Univ Am Gwt (Unhgd) CpCl |
| Mackenzie Univ US Grwth Leaders Cap |
Mackenzie Univ US Gwt Ldrs(Unhgd)Cp |
View the Fund
Report for Mackenzie Financial Corporation.
Tuesday March 7, 2006: New Clarington Funds
Effective March 6, 2006, ClaringtonFunds Inc. has launched the following
funds:
- IA Clarington Cdn Conserv Equity
- IA Clarington Dividend Income
View the Fund
Report for ClaringtonFunds Inc.
Tuesday March 7, 2006: New Dynamic Funds
Effective March 6, 2006, Dynamic Mutual Funds has launched the following
funds:
- Dynamic Global Dividend
- Dynamic Global Dividend (US$)
- Dynamic Global Dividend-T
View the Fund
Report for Dynamic Mutual Funds.
Tuesday March 7, 2006: Assumption Funds Terminated
Effective February 23, 2006, Assumption Life has terminated the following
funds:
- Assumption/MB Taxable US Equity
- Assumption/MB Taxable US Equity-B
- Assumption/MB Taxable US Equity-C
View the Fund
Report for Assumption Life.
Tuesday March 7, 2006: New GGOF Funds
Effective March 02, 2006, GGOF Guardian Group of Funds. has launched the
following funds:
- GGOF Small Cap Growth and Income
- GGOF Global Diversified
View the Fund
Report for GGOF Guardian Group of Funds.
Tuesday March 7, 2006: BMO Nesbitt Burns Funds Renamed
Effective March 03, 2006, BMO Nesbitt Burns Inc. has renamed the following
funds:
| Previous Name |
New Name |
| BMO FTI Diversified Income S1 |
BMO FTI bestLINK Diversified Inc S1 |
| BMO FTI Diversified Inc ROC S1 |
BMO FTI bestLINK Div Inc ROC S1 |
View the Fund
Report for BMO Nesbitt Burns Inc.
Tuesday March 7, 2006: Mackenzie Manager Changes
Effective March 01, 2006 Dynamic Mutual Funds has announced David Fingold
will no longer manage the following funds:
- Dynamic Canadian Value Class
- Dynamic Value Fund of Canada
- Dynamic Canadian Dividend Ltd
- Dynamic Dividend Value
View the Fund
Report for Dynamic Mutual Funds.
Tuesday March 7, 2006: Mackenzie Manager Changes
Effective March 01, 2006 Mackenzie Financial Corporation. has announced the
following portfolio manager changes:
| Fund Name |
Previous Manager |
New Manager |
| Mackenzie Sel Mgr Japan Cap Cl |
on Dobson, William Garnett, Kunio Tomiyama, Koji Nakatsuka and Stephen
Tong |
Jon Dobson, William Garnett, Koji Nakatsuka and Mark Grammer |
View the Fund
Report for Mackenzie Financial Corporation.
Wednesday March 1, 2006: Front Street Fund Terminated
Effective February 28, 2006, Front Street Capital Inc. has terminated the
following fund:
- Front Street Alternative Asset
View the Fund
Report for Front Street Capital Inc.
Monday February 27, 2006: New AIC Funds
Effective February 27, 2006, AIC Limited has launched the following funds:
- AIC PPC Bal Gr Port Pool Class-T
- AIC PPC Bal Growth Portfolio Pool
- AIC PPC Bal Inc Port Pool Class-T
- AIC PPC Balanced Inc Portfolio Pool
- AIC PPC Core Growth Portfolio Pool
- AIC PPC Global Fixed Inc Pool (US$)
- AIC PPC Global Fixed Income Pool
- AIC PPC US Small to Mid Cap Pl
- AIC PPC US Small to Mid Cap Pl(US$)
View the Fund
Report for AIC Limited.
Monday February 27, 2006: Lutheran Fund Terminated
Effective January 1, 2006, Lutheran Life Insurance Society of Can. has
terminated the following fund:
View the Fund
Report for Lutheran Life Insurance Society of Can.
Friday February 24, 2006: AIM Trimark Fund Name Changes
Effective February 23, 2006, AIM Funds has renamed the following funds:
| Previous Name |
New Name |
| AIM Core American Equity Class |
AIM Trimark Core Amer Equ Cl |
| AIM Core American Equity Cl (US$) |
AIM Trimark Core Amer Equ Cl (US$) |
| AIM Core Canadian Balanced Class |
AIM Trimark Core Cdn Balanced Cl |
| AIM Core Canadian Equity Class |
AIM Trimark Core Canadian Equity Cl |
| AIM Core Global Equity Class (US$) |
AIM Trimark Core Global Equ Cl(US$) |
View the Fund
Report for AIM Trimark Funds.
Wednesday February 22, 2006: New Claymore Fund
Effective February 22, 2006, Claymore Investments Inc. has launched the
following fund:
- ClaymorETFs FTSE RAFI Cdn. Index
View the Fund
Report for Claymore Investments Inc.
Monday February 20, 2006: New Sextant Fund
Effective February 02, 2006, Sextant Capital Management Inc. has launched the
following fund:
- Sextant Strategic Opportunities
View the Fund
Report for Sextant Capital Management Inc.
Thursday February 16, 2006: Real Assets Name Change
Effective February 15, 2006, Real Assets Management Inc has announced the
following changes:
Real Assets Management Inc has announced a corporate name change to Inhance
Investment Management Inc.
Wednesday February 15, 2006: Excel Fund Name Changes
Effective February 15, 2006, Excel Funds Management has announced the
following name changes:
| Previous Name |
New Name |
| Excel India China RSP |
Excel India China |
| Excel India China RSP Series F |
Excel India China Series F |
View the Fund
Report for Excel Funds Management.
Tuesday February 14, 2006: Franklin Templeton Fund Name Changes
Effective February 13, 2006, Franklin Templeton Investments has announced the
following changes:
- All funds beginning with the name “Franklin“, now begin with the
abbreviation “Frk”
- All funds beginning with the name “Franklin Templeton“, now begin with
the abbreviation “Frk Tmp”
- All funds beginning with the name “Templeton“, now begin with the
abbreviation “Tmpltn”
View the Fund
Report for Franklin Templeton Investments.
Tuesday February 14, 2006: Talvest Fund Name Changes
Effective February 10, 2006, Talvest Fund Management has renamed the
following funds:
| Previous Name |
New Name |
| Clarica SF Premier Income Bond |
Clarica SF Premier CI Canadian Bond |
| Clarica SF Premier Income Bond A |
Clarica SF Premier CI Cdn Bond A |
| Clarica SF Summit Growth & Income A |
Clarica SF CI Harbour Gwth & Inc A |
| Clarica SF Summit Gwth & Income |
Clarica SF CI Harbour Gwth & Income |
| Clarica SF Canadian Equity A |
Clarica SF CI Cdn Investment A |
| Clarica SF Premier Bond |
Clarica SF CI Canadian Bond |
| Clarica SF Premier Bond A |
Clarica SF CI Canadian Bond A |
| Clarica SF Canadian Diversified A |
Clarica SF CI Sig Divers Cdn Bal A |
| Clarica SF Summit Canadian Equity A |
Clarica SF CI Harbour A |
| Clarica SF Summit Dividend Growth |
Clarica SF CI Sig Summit Select Cdn |
| Clarica SF Summit Foreign Equity |
Clarica SF CI Harbour Fgn Eq CC |
| Clarica SF Premier International |
Clarica SF CI International Value |
| Clarica SF Premier International A |
Clarica SF CI International Value A |
| Clarica SF US Small Cap |
Clarica SF CI American Small Cos |
| Clarica SF US Small Cap A |
Clarica SF CI American Small Cos A |
| Clarica SF Fidelity Asset Alloc A |
Clarica SF CI Synergy Tactical AA-A |
| Clarica SF Fidelity Asset Allocat |
Clarica SF CI Synergy Tactical AA |
| Clarica SF Fidelity Growth Amer A |
Clarica SF CI BPI American Equity A |
| Clarica SF Fidelity True North |
Clarica SF CI Synergy Cdn Class |
| Clarica SF Fidelity True North A |
Clarica SF CI Synergy Cdn Class A |
| Clarica SF Premier Mortgage |
Clarica SF CI Mortgage |
| Clarica SF Premier Mortgage A |
Clarica SF CI Mortgage A |
| Clarica SF Alpine Growth Equity |
Clarica SF CI Alpine Growth Equity |
| Clarica SF Alpine Growth Equity A |
Clarica SF CI Alpine Growth Equ A |
| Clarica SF Canadian Small/Mid Cap |
Clarica SF CI Cdn Small/Mid Cap |
| Clarica SF Cdn Small/Mid Cap A |
Clarica SF CI Cdn Small/Mid Cap A |
| Clarica SF Canadian Blue Chip A |
Clarica SF CI Sig Select Cdn A |
View the Fund
Report for Talvest Fund Management.
Thursday February 9, 2006: New Front Street Fund
Effective January 24, 2006, Front Street Capital Inc. has launched the
following fund:
- Front Street Rollover Fund Limited
View the Fund
Report for Front Street Capital Inc.
Thursday February 9, 2006: CIBC Fund Changes
Effective February 1, 2006, CIBC Asset Management has announced the following
changes:
Name Changes
| Previous Name |
New Name |
| Renaissance U.S. Basic Value |
Renaissance U.S. Equity Value |
| Talvest Renaissance US Basic Val |
Talvest Renaissance US Equity Val |
| Renaissance U.S. Fundamental Growth |
Renaissance U.S. Equity Growth |
Fund Manager Changes
| Fund Name |
Previous Manager |
New Manager |
| Renaissance U.S. Equity Value |
Kevin Redino |
UBS Glbl Asset Mgmt (Cda) Co.-Mgmt Team |
| Renaissance U.S. Equity Growth |
Lawrence Fuller |
Bob Doll |
| Renaissance Canadian Core Value |
Kevin Redino |
NWQ Investment Mgmt. – Mgmt. Team |
View the Fund
Report for CIBC Asset Management.
Thursday February 9, 2006: New CIBC Fund
Effective February 01, 2006, CIBC World Markets Inc. has launched the
following funds:
- CIBC Commodity Growth Dep Nt S1
View the Fund
Report for CIBC World Markets Inc.
Thursday February 9, 2006: Altamira Manager Chnanges
Effective January 30, 2006 Altamira Investment Services Inc. has announced
the following portfolio manager changes:
| Fund Name |
Previous Manager |
New Manager |
| Altamira Bond |
Bruno Bourgeois and Martin Delage |
Eric Girard and Marc-André Lewis |
| Altamira Income |
Bruno Bourgeois and Martin Delage |
Eric Girard and Marc-André Lewis |
| Altamira Short Term Global Inc |
Richard Levesque, MBA andBruno Bourgeois |
Eric Girard and Marc-André Lewis |
| Altamira Short Term Gov't Bond |
Bruno Bourgeois and Martin Delage |
Eric Girard and Marc-André Lewis |
| Altamira Global Diversified |
Natcan Investment Mgmt. - Mgmt. Team and Bruno Bourgeois |
Natcan Investment Mgmt. - Mgmt. Team, Eric Girard and Marc-André
Lewis |
| Altamira Global Bond |
Bruno Bourgeois |
Eric Girard and Marc-André Lewis |
| Altamira Inflation-Adjusted Bond |
Bruno Bourgeois |
Eric Girard and Marc-André Lewis |
| Altamira Inflation-Adjusted Bond-A |
Bruno Bourgeois |
Eric Girard and Marc-André Lewis |
| Altamira Growth & Income |
Virginia Wai-Ping and Bruno Bourgeois |
Virginia Wai-Ping, Eric Girard and Marc-André Lewis |
| Altamira Balanced |
Virginia Wai-Ping and Bruno Bourgeois |
Virginia Wai-Ping, Eric Girard and Marc-André Lewis |
View the Fund
Report for Altamira Investment Services Inc.
Thursday February 9, 2006: New CIBC Fund
Effective January 30, 2006, CIBC World Markets Inc. has launched the
following funds:
- CIBC Blue-Chip Rainbow Dep Note S2
View the Fund
Report for CIBC World Markets Inc.
Thursday February 9, 2006: New Franklin Templeton Funds
Effective January 30, 2006, Franklin Templeton Investments has launched the
following funds:
- Franklin Temp Bal Income Port-S
- Franklin Temp Bal Grwth Portfolio-S
View the Fund
Report for Franklin Templeton Investments.
Thursday February 2, 2006: New Connor, Clark & Lunn Funds
Effective January 25, 2006, Connor, Clark & Lunn Managed Portfolios Inc
has launched the following new funds:
- CC&L Aggressive Equity Portfolio A
- CC&L Balanced Growth Portfolio A
- CC&L Balanced Income Portfolio A
- CC&L Balanced Portfolio A
- CC&L Conservative Portfolio A
- CC&L Growth Portfolio A
View the Fund
Report for Connor, Clark & Lunn Managed Portfolios Inc.
Thursday February 2, 2006: New First Trust Funds
Effective February 01, 2006, First Trust Portfolios has launched the
following funds:
- First Trust TD Cdn Quant Rsrch Pt-A
- First Trust TD Cdn Quant Rsrch Pt-F
View the Fund
Report for First Trust Portfolios.
Monday January 30, 2006: SciVest Funds Name Changes
Effective January 24, 2006, SciVest Alternative Strategies Inc. has renamed
the following funds:
| Previous Name |
New Name |
| SciVest N.A. Long Short Equ-F |
SciVest Global Long Short Equ-F |
| SciVest N.A. Long Short Equ-F (US$) |
SciVest Glo Long Short Equ-F (US$) |
| SciVest N.A. Long Short Equity |
SciVest Global Long Short Equity |
| SciVest N.A. Long Short Equity(US$) |
SciVest Glo Long Short Equity(US$) |
View the Fund
Report for SciVest Alternative Strategies Inc.
Friday January 27, 2006: Sentry Fund Terminated
Effective January 26, 2006, Sentry Select Capital Corp. has terminated the
following fund:
- Sentry Focused Wealth Management
View the Fund
Report for Sentry Select Capital Corp.
Thursday January 26, 2006: Lawrence Fund Name Changes
Effective January 24 2006, Lawrence & Company Inc. has renamed the
following funds:
| Previous Name |
New Name |
| Lawrence Payout Ratio Trust II |
Lawrence Payout Ratio Trust |
View the Fund
Report for Lawrence & Company Inc.
Thursday January 26, 2006: New CIBC Funds
Effective January 23, 2006, CIBC World Markets Inc. has launched the
following funds:
- CIBC CI MAX Deposit Notes Series 2T
- CIBC CI MAX Deposit Notes Series 2
View the Fund
Report for CIBC World Markets Inc.
Thursday January 26, 2006: New Sentry Fund
Effective January 23, 2006, Sentry Select Capital Corp. has launched the
following fund:
View the Fund
Report for Sentry Select Capital Corp.
Thursday January 26, 2006: New RBC Funds
Effective January 23, 2006, RBC Asset Management Inc. has launched the
following funds:
- RBC U.S. Equity Currency Neutral
- RBC U.S Mid-Cap Eq Currency Neutral
View the Fund
Report for RBC Asset Management Inc.
Friday January 20, 2006: New CIBC Fund
Effective January 18, 2006, CIBC World Markets Inc. has launched the
following fund:
- CIBC Global Energy Growth Notes S1
View the Fund
Report for CIBC World Markets Inc.
Friday January 20, 2006: Orbit Fund Merger
Effective January 13, 2006 Orbit Mutual Funds has merged the following fund:
| Terminated Fund |
Merged Into |
| Orbit North American Equity |
Orbit Canadian Equity |
View the Fund
Report for Orbit Mutual Funds.
Friday January 20, 2006: Opus 2 Fund Terminated
Effective January 13, 2006, Opus 2 Financial Inc. has terminated the
following fund:
- Emissary Global Equity RSP
View the Fund
Report for Opus 2 Financial Inc.
Friday January 20, 2006: PH&N Fund Terminated
Effective January 18, 2006, Phillips, Hager & North Ltd. has terminated
the following fund:
- PH&N Glo Equity Pension Trust-A
View the Fund
Report for Phillips, Hager & North Ltd.
Thursday January 12, 2006: New Investors Group Funds
Effective January 12, 2006, Investors Group has launched the following funds:
- Investors Global Dividend-A
- Investors Global Dividend-B
- Investors Global Dividend-C
View the Fund
Report for Investors Group.
Thursday January 12, 2006: Lutheran Life Fund Terminated
Effective December 31, 2005, Lutheran Life Ins. Soc of Can. has terminated
the Lutheran Life North American fund.
View the Fund
Report for Lutheran Life Ins. Soc of Can.
Thursday January 12, 2006: Acutiy Fund Name Changes
Effective January 9, 2006, Acuity Funds has renamed the following funds:
| Previous Name |
New Name |
| Acuity Pooled Balanced |
Acuity Pooled Canadian Balanced |
| Acuity Pooled Core Cdn. Equity |
Acuity Pooled Pure Cdn. Equity |
View the Fund
Report for Acuity Funds.
Thursday January 12, 2006: Cote Fund Terminated
Effective December 30, 2005, Cote 100 Inc. has terminated the Cote 100 EXP
fund.
View the Fund
Report for Cote 100 Inc.
Thursday January 12, 2006: Redwood Fund Terminated
Effective December 30, 2005, Redwood Asset Management Inc. has terminated the
following fund:
- Redwood Long / Short Value
View the Fund
Report for Redwood Asset Management Inc.
Friday January 6, 2006: New GrowthWorks Funds
Effective January 6, 2006, GrowthWorks Managed Funds has launched the
following funds:
- GrowthWorks Atlantic Commerc 406
- Working Opp Commercialization 106
- Working Opp Commercialization 103
- Working Opportunity Diversified 191
- Working Opportunity Diversified 192
- Working Opportunity Financial 171
- Working Opportunity Financial 172
- Working Opportunity Income 161
- Working Opportunity Income 162
- Working Opportunity Resources 181
- Working Opportunity Resources 182
View the Fund
Report for GrowthWorks Managed Funds.
Friday January 6, 2006: Canada Life Funds Terminated
Effective January 3, 2006, Canada Life Assurance Co. has terminated the
following funds:
- Canada Life PC G Blue Chp 15 (Lake)
- Canada Life PC Prem Foreign Ex (CL)
- Canada Life PC Prem Lev Curr (CL)
View the Fund
Report for Canada Life Assurance Co.
Thursday January 5, 2006: Horizons Fund Terminated
Effective December 30, 2005, Horizons Funds has terminated the following
fund:
View the Fund
Report for Horizons Funds.
Wednesday January 4, 2006: CIBC Manager Change
Effective January 1, 2006, Gaelen Morphet, CFA, First Vice-President, will be
appointed portfolio manager for the CIBC Balanced fund, replacing a number of
TAL managers on this mandate.
View the Fund
Report for CIBC Securities Inc.
Wednesday January 4, 2006: Lawrence Fund Merger
Effective December 29, 2005, Lawrence & Company Inc. has announced the
following fund mergers:
| Terminated Fund |
Continuing Fund |
| Lawrence Cons Payout Ratio Trust |
Lawrence Payout Ratio Trust II |
| Lawrence Payout Ratio Trust |
Lawrence Payout Ratio Trust II |
View the Fund
Report for Lawrence & Company Inc.
Tuesday January 3, 2006: New Counsel Funds
Effective January 3, 2006, Counsel Wealth Management has launched the
following new funds:
- Counsel Fixed Income-D
- Counsel Select Small Cap-D
- Counsel Select Canada-D
- Counsel Select International-D
- Counsel Select America-D
- Counsel Conservative Portfolio-D
- Counsel Conservative Portfolio-E
- Counsel Altus Conservative Port-F
- Counsel Balanced Portfolio-D
- Counsel Balanced Portfolio-E
- Counsel Altus Balanced Port-F
- Counsel Regular Pay Portfolio-D
- Counsel Regular Pay Portfolio-E
- Counsel Altus Regular Pay Port-F
- Counsel Growth Portfolio-D
- Counsel Growth Portfolio-E
- Counsel Altus Growth Port-F
- Counsel All Equity Portfolio-D
- Counsel Altus All Equity Port-F
- Counsel Managed-D
- Counsel Managed-E
- Counsel Altus Managed-F
View the Fund
Report for Counsel Wealth Management.
Tuesday January 3, 2006: Sprott Re-Opens Fund
Effective January 3, 2006, Sprott Asset Management Inc. has reopened the
Sprott Canadian Equity Fund.
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Report for Sprott Asset Management Inc.
Tuesday January 3, 2006: New CI Funds
Effective January 3, 2006, CI Investments Inc. has launched the following new
Portfolio funds:
- Select Cdn Equity Managed Corp Cl
- Select Income Managed Corp Class
- Select Int'l Equity Managed Corp Cl
- Select Staging Fund
- Select US Equity Managed Corp Cl
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Report for CI Investments Inc.
Tuesday January 3, 2006: New Acuity Funds
Effective December 30, 2005, Acuity Funds has launched the following funds:
- Acuity Pooled US Equity
- Acuity Pooled Dividend
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Report for Acuity Funds.
Tuesday January 3, 2006: New BMO Funds
Effective December 30, 2005, BMO Nesbitt Burns Inc. has launched the
following funds:
- BMO FTI Diversified Inc ROC S1
- BMO FTI Diversified Income S1
- BMO FTI bestLINK Notes Callable S4
- BMO Skylon Pro-Tracker R.O.C. S2
- BMO Skylon Pro-Tracker Series 2
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Report for BMO Nesbitt Burns Inc.
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