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Fund Changes - 2002

Fund Manager Changes | Report on Mutual Funds | Current | 2001


Friday, December 27th, 2002: New Hillsdale Manager

Effective December 13, 2002, Tony Batek replaced Pierre Raymond, who has acted as part of the management team for the Hillsdale Cdn Aggressive Hedged A since last December 1999.

View the Fund Report for Hillsdale Investment Mgmt Inc.


Friday, December 20th, 2002: New Desjardins Funds

Effective December 20, 2002, Fiducie Desjardins has launched 3 new funds:

  • Desjardins Canadian Equity Value
  • Desjardins Dividend Class T
  • Desjardins Quebec Class T

View the Fund Report for Fiducie Desjardins.


Thursday, December 19th, 2002: Dynamic Name Changes

Effective December 19, 2002, Dynamic Mutual Funds Ltd. has announced the following name changes:

Discontinued Fund Merged Into
Dynamic Global Partners Dynamic Focus Plus Global
Dynamic Small Cap Dynamic Focus Plus Small Business
Dynamic Canadian Real Estate Dynamic Focus Plus Real Estate
Dynamic Canadian Resource Dynamic Focus Plus Resource

View the Fund Report for Dynamic Mutual Funds Ltd.


Thursday, December 19th, 2002: New Industrial Alliance Funds

Effective December 19, 2002, Industrial Alliance Life Ins. Co has launched 12 new funds:

  • IA Group Emerald Canadian Bond Index (TD)
  • IA Group Balanced (Seamark)
  • IA Group Balanced (Trimark)
  • IA Group 100% Canadian Equity Value
  • IA Group Canadian Equity (Jarislowsky)
  • IA Group Canadian Equity (Trimark)
  • IA Group Canadian Equity (Seamark)
  • IA Group Global Equity (Trimark)
  • IA Group Global Equity (Seamark)
  • IA Group International Equity (Jarislowsky)
  • IA Group International Equity (Seamark)
  • IA Group U.S. Equity (Seamark)

View the Fund Report for Industrial Alliance Life Ins. Co.


Wednesday, December 18th, 2002: New Lutheran Funds

Effective December 16, 2002, Lutheran Life Ins. Soc of Can. has launched 11 new segregated funds:

  • Lutheran Life Bal (Scheer Rowlett)
  • Lutheran Life Balanced (TDQC)
  • Lutheran Life Balanced(Jarislowsky)
  • Lutheran Life Cdn Bond (Indexed)
  • Lutheran Life Cdn Equity (Core 2)
  • Lutheran Life Cdn Equity (Growth 2)
  • Lutheran Life Cdn Equity (Index)
  • Lutheran Life Global Equity 2
  • Lutheran Life Int Equity (Index)
  • Lutheran Life MMF 2
  • Lutheran Life US Equity (Index)

View the Fund Report for Lutheran Life Ins. Soc of Can.


Tuesday, December 17th, 2002: New R Fund

Effective December 16, 2002, R Funds (BLC-Rothschild) has launched the following fund:

  • R Corporate Treasury A

View the Fund Report for R Funds (BLC-Rothschild).


Tuesday, December 17th, 2002: AIC Fund Changes

Effective December 16, 2002, AIC Ltd. has announced the following fund mergers:

Discontinued Fund Merged Into
AIC Global Advantage AIC World Advantage
AIC Global Advantage (US$) AIC World Advantage (US$)
AIC RSP Global Advantage AIC RSP World Advantage
AIC Global Advantage Corporate Cl AIC World Advantage Corporate Class
AIC Global Advantage Corp Cl (US$) AIC World Advantage Corp Cl (US$)
AIC Global Developing Technologies AIC Global Technology
AIC Global Developing Tech (US$) AIC Global Technology (US$)

AIC RSP Global Developing Tech AIC RSP Global Technology
AIC Global Developing Tech Corp Cl AIC Global Technology Corp Class
AIC Global Dev Tech Corp Cl (US$) AIC Global Technology Corp Cl (US$)
AIC Global Science & Technology AIC Global Technology
AIC Global Science & Tech (US$) AIC Global Technology (US$)
AIC RSP Global Sci & Technology AIC RSP Global Technology
AIC Global Science & Tech Corp Cl AIC Global Technology Corp Class
AIC Global Sci & Tech Corp Cl (US$) AIC Global Technology Corp Cl (US$)
AIC Global Telecommunications AIC Global Technology
AIC Global Telecommunications (US$) AIC Global Technology (US$)
AIC RSP Global Telecommunications AIC RSP Global Technology
AIC Global Medical Science AIC Global Technology
AIC Global Medical Science (US$) AIC Global Technology (US$)
AIC RSP Global Medical Science AIC RSP Global Technology
AIC Global Medical Science Corp Cl AIC Global Technology Corp Class
AIC Global Medical Science Corp Cl (US$) AIC Global Technology Corp Cl (US$)
AIC World Advantage Seg (100%) AIC Global Advantage Seg (100%)
AIC World Advantage Seg (75%) AIC Global Advantage Seg (75%)
Fund Name Changes:
Previous Name New Name
AIC Global Technology AIC Diversified Science & Technology
AIC Global Technology (US$) AIC Diversified Science & Technology (US$)
AIC RSP Global Technology AIC RSP Diversified Science & Tech
AIC RSP World Advantage Fund AIC RSP Global Advantage Fund
AIC Global Tech Corp Class AIC Diversified Sci & Tech Corp Class
AIC Global Technology Corp Cl (US$) AIC Diversified Sci & Tech Corp Cls (US$)
AIC World Advantage Fund AIC Global Advantage Fund
AIC World Advantage Corporate Class AIC Global Advantage Corporate Class
Manager Changes:

Jonathan Wellum is a new additional manager for the following funds:

  • AIC Diversified Science & Technology
  • AIC Diversified Science & Technology (US$)
  • AIC RSP Diversified Science & Tech
  • AIC Diversified Sci & Tech Corp Class
  • AIC Diversified Sci & Tech Corp Cls (US$)

View the Fund Report for AIC Limited.


Monday, December 16th, 2002: Maestral Renames Fund

Effective December 16, 2002, Maestral has renamed Maestral Growth Equity to Maestral Small Cap Cdn Equity.

View the Fund Report for Maestral.


Monday, December 16th, 2002: Mackenzie Fund Changes

Effective December 16, 2002, Mackenzie Financial has announced the following changes:

Fund Merger:
Discontinued Fund Merged Into
Mackenzie Univ Wld Balanced RRSP Mackenzie Ivy RSP Global Balanced
Fund Name Change:
Previous Name New Name
Mackenzie Univ Wld Bal RRSP Seg Mackenzie Ivy Global Balanced Seg

In addition, Mackenzie Univ Wld Bal RRSP (US$) has been terminated.

View the Fund Report for Mackenzie Financial Corporation.


Friday, December 13th, 2002: Elliott & Page Manager Change

Effective December 13, 2002, PCJ Investment Counsel will no longer act as sub-advisor for the Elliott & Page Equity Fund. Under the direction of Shauna Sexsmith as lead manager, MFC Global Investments Management (Canada) will provide all investment advisory services for the Fund. PCJ Investment Counsel will continue to act as sub-advisor for the Elliott & Page Sector Rotation Fund.

View the Fund Report for Elliott & Page Ltd.


Friday, December 13th, 2002: New ATB Funds

Effective December 11, 2002, ATB Investment Management has launched 6 new funds:

  • Compass Balanced Growth Portfolio
  • Compass Balanced Portfolio
  • Compass Conservative Balanced Port
  • Compass Conservative Portfolio
  • Compass Growth Portfolio
  • Compass Maximum Growth Portfolio

View the Fund Report for ATB Investment Management.


Monday, December 9th, 2002: CI Funds Terminated

Effective November 8, 2002, CI Mutual Funds has terminated the following funds:

  • CI Trilogy Global Opport (US$)
  • CI Trilogy Global Opportunites
  • CI Trilogy Global Opportunites RSP

View the Fund Report for CI Mutual Funds.


Monday, December 9th, 2002: New Scotia Funds

Effective December 9, 2002, Scotia Securities Inc. has launched 4 new funds:

  • Scotia Partners Aggressive Growth
  • Scotia Partners Balanced Inc & Gwth
  • Scotia Partners Conservative Growth
  • Scotia Partners Inc & Modest Gwth

View the Fund Report for Scotia Securities Inc.


Thursday, December 5th, 2002: Talvest Manager Change

Effective December 2, 2002, Domenic Monteferrante replaced Réal Trépanier, who has acted as interim manager of Talvest Dividend Fund since last September 6.

View the Fund Report for Talvest Fund Management Inc.


Wednesday, December 4th, 2002: New Talvest Fund

Effective December 4, 2002, Talvest Fund Management Inc. has launched Axis Investment Funds Inc. Ser. II Fund.

View the Fund Report for Talvest Fund Management Inc.


Wednesday, December 4th, 2002: First Horizon Name Change

Effective December 1, 2002, First Horizon Capital Corp. has renamed Horizons European Fund to Horizons Beta Neutral.

View the Fund Report for First Horizon Capital Corp.


Wednesday, December 4th, 2002: CIBC Manager Changes

Effective December 3, 2002, CIBC Securities Inc. has announced the following portfolio manager change:

Fund Name Previous Manager New Manager
CIBC Canadian Small Companies Jean Michaud David Graham & Stephen Caldwell
CIBC Capital Appreciation Jean Michaud David Graham & Stephen Caldwell

View the Fund Report for CIBC Securities Inc.


Wednesday, December 4th, 2002: New VentureLink Funds

Effective December 4, 2002, VentureLink Group of Funds has launched 3 new funds:

  • VentureLink Diversified Balanced
  • VentureLink Diversified Income I
  • VentureLink Diversified Income II

View the Fund Report for VentureLink Group of Funds.


Tuesday, December 3rd, 2002: Cdn. Dental Ser Plans Inc. Changes

Effective November 30, 2002, Cdn. Dental Ser Plans Inc(CDSPI) has announced the following changes:

Fund Name Previous Manager New Manager
FCDA S&P 500 Index (BGI) Josephine Marks Barclays Global Investors - Mgmt. Team
Terminated Funds
  • CDA Ethical Balanced (Ethical)
  • CDA TSE60 Index (Sun Life)
New Fund
  • CDA TSX Composite Index (BGI)

View the Fund Report for Cdn. Dental Ser Plans Inc(CDSPI).


Monday, December 2nd, 2002: Franklin Templeton Funds Capped

Effective November 30, 2002, Franklin Templeton Investments has capped the following 2 funds:

  • Bissett Income-A
  • Bissett Income-F

View the Fund Report for Franklin Templeton Investments.


Monday, December 2nd, 2002: Fidelity Manager Change

Effective December 1, 2002, Fidelity Investments Canada Ltd. has announced the following portfolio manager changes:

Fund Name Previous Manager New Manager
Fidelity Focus Consumer Ind-A (US$) Brian Hanson Christian Zann
Fidelity Focus Consumer Indust. Cl Brian Hanson Christian Zann
Fidelity Focus Consumer Indust.-A Brian Hanson Christian Zann

View the Fund Report for Fidelity Investments Canada Ltd.


Monday, November 25th, 2002: Opus 2 Manager Changes

Effective November 1, 2002, Opus 2 Financial Inc. changed the portfolio manager of the following funds:

Opus 2 U.S. Growth Equity Fund: from YMG Capital Management Inc. to Fremont Investment Advisors Inc., with Northstar Capital Management , Inc. of Palm Beach Gardens, Florida, as sub-advisor.

Opus 2 U.S. Value Equity Fund: from Fremont Investment Advisors Inc. to Lord, Abbett & Co. LLC of Jersey City, New Jersey.

In addition, the names of three Opus Ambassador Portfolios have been changed as follows:

Previous Name New Name
Opus 2 Ambassador Growth RSP Portfolio Opus 2 Ambassador Growth Portfolio
Opus 2 Ambassador Balanced RSP Portfolio Opus 2 Ambassador Balanced Portfolio
Opus 2 Ambassador Conservative RSP Portfolio Opus 2 Ambassador Conservative Portfolio

View the Fund Report for Opus 2 Financial Inc.


Monday, November 25th, 2002: TD Fund Termination

Effective November 22, 2002, TD Asset Management Inc. has terminated the TD Global Biotechnology-A Fund.

View the Fund Report for TD Asset Management Inc..


Tuesday, November 19th, 2002: CI Name Changes

Effective November 15, 2002, CI Mutual Funds has announced the following name changes:

Previous Name New Name
Sun Life Spect Cdn Max Gr Po (100%) Sun Life CI Cdn Max Gwth Po (100%)
Sun Life Spect Cdn Max Gr Po (75%) Sun Life CI Cdn Max Gwth Port (75%)
Sun Life Spect Cdn Max Gr Po 75/100 Sun Life CI Cdn Max Gwth Po 75/100
Sun Life Spect Cdn Max Gr Po 75/75 Sun Life CI Cdn Max Gwth Port 75/75
Sun Life Spect Cdn Max Gr Po100/100 Sun Life CI Cdn Max Gwth Po 100/100
Sun Life Spect Sht-Term Bond 75/100 Sun Life CI Short-Term Bond 75/100
Sun Life Spect Sht-Term Bond 75/75 Sun Life CI Short-Term Bond 75/75
Sun Life Spect Sht-Term Bond100/100 Sun Life CI Short-Term Bond 100/100
Sun Life Spect Tactonics 100/100 Sun Life CI Tactonics 100/100
Sun Life Spect Tactonics 75/100 Sun Life CI Tactonics 75/100
Sun Life Spect Tactonics 75/75 Sun Life CI Tactonics 75/75
Sun Life Spectrum Amer Equ (100%) Sun Life CI American Value (100%)
Sun Life Spectrum Amer Equ (75%) Sun Life CI American Value (75%)
Sun Life Spectrum Amer Equ 100/100 Sun Life CI American Value 100/100
Sun Life Spectrum Amer Equ 75/100 Sun Life CI American Value 75/100
Sun Life Spectrum Amer Equ 75/75 Sun Life CI American Value 75/75
Sun Life Spectrum Cdn Bal P 100/100 Sun Life CI Cdn Bal Port 100/100
Sun Life Spectrum Cdn Bal Po (100%) Sun Life CI Cdn Bal Port (100%)
Sun Life Spectrum Cdn Bal Po (75%) Sun Life CI Cdn Bal Port (75%)
Sun Life Spectrum Cdn Bal Po 75/100 Sun Life CI Cdn Bal Port 75/100
Sun Life Spectrum Cdn Bal Po 75/75 Sun Life CI Cdn Bal Port 75/75
Sun Life Spectrum Cdn Cons P100/100 Sun Life CI Cdn Conserv Po 100/100
Sun Life Spectrum Cdn Cons Po 75/75 Sun Life CI Cdn Conserv Port 75/75
Sun Life Spectrum Cdn Cons Po(100%) Sun Life CI Cdn Conser Port (100%)
Sun Life Spectrum Cdn Cons Po(75%) Sun Life CI Cdn Conserv Port (75%)
Sun Life Spectrum Cdn Cons Po75/100 Sun Life CI Cdn Conserv Port 75/100
Sun Life Spectrum Cdn Equ 100/100 Sun Life CI Canadian Equity 100/100
Sun Life Spectrum Cdn Equity (100%) Sun Life CI Canadian Equity (100%)
Sun Life Spectrum Cdn Equity (75%) Sun Life CI Canadian Equity (75%)
Sun Life Spectrum Cdn Equity 75/100 Sun Life CI Canadian Equity 75/100
Sun Life Spectrum Cdn Equity 75/75 Sun Life CI Canadian Equity 75/75
Sun Life Spectrum Cdn Gwth P100/100 Sun Life CI Cdn Growth Port 100/100
Sun Life Spectrum Cdn Gwth Po 75/75 Sun Life CI Cdn Growth Port 75/75
Sun Life Spectrum Cdn Gwth Po(100%) Sun Life CI Cdn Growth Port (100%)
Sun Life Spectrum Cdn Gwth Po(75%) Sun Life CI Cdn Growth Port (75%)
Sun Life Spectrum Cdn Gwth Po75/100 Sun Life CI Cdn Growth Port 75/100
Sun Life Spectrum Cdn Inc P 100/100 Sun Life CI Cdn Income Port 100/100
Sun Life Spectrum Cdn Inc Po (100%) Sun Life CI Cdn Income Port (100%)
Sun Life Spectrum Cdn Inc Po (75%) Sun Life CI Cdn Income Port (75%)
Sun Life Spectrum Cdn Inc Po 75/100 Sun Life CI Cdn Income Port 75/100
Sun Life Spectrum Cdn Inc Po 75/75 Sun Life CI Cdn Income Port 75/75
Sun Life Spectrum Cdn Invest (100%) Sun Life CI Cdn Investment (100%)
Sun Life Spectrum Cdn Invest (75%) Sun Life CI Cdn Investment (75%)
Sun Life Spectrum Cdn Invest 75/100 Sun Life CI Cdn Investment 75/100
Sun Life Spectrum Cdn Invest 75/75 Sun Life CI Cdn Investment 75/75
Sun Life Spectrum Cdn Invest100/100 Sun Life CI Cdn Investment 100/100
Sun Life Spectrum Cdn MMF (100%) Sun Life CI Cdn Money Market (100%)
Sun Life Spectrum Cdn MMF (75%) Sun Life CI Cdn Money Market (75%)
Sun Life Spectrum Cdn Stock (100%) Sun Life CI Canadian Stock (100%)
Sun Life Spectrum Cdn Stock (75%) Sun Life CI Canadian Stock (75%)
Sun Life Spectrum Dividend (100%) Sun Life CI Dividend (100%)
Sun Life Spectrum Dividend (75%) Sun Life CI Dividend (75%)
Sun Life Spectrum Dividend 100/100 Sun Life CI Dividend 100/100
Sun Life Spectrum Dividend 75/100 Sun Life CI Dividend 75/100
Sun Life Spectrum Dividend 75/75 Sun Life CI Dividend 75/75
Sun Life Spectrum Glbl Gr P 100/100 Sun Life CI Global Gw Port 100/100
Sun Life Spectrum Glbl Gr Po (100%) Sun Life CI Global Gwth Port (100%)
Sun Life Spectrum Glbl Gr Po (75%) Sun Life CI Global Gwth Port (75%)
Sun Life Spectrum Glbl Gr Po 75/100 Sun Life CI Global Gwth Port 75/100
Sun Life Spectrum Glbl Gr Po 75/75 Sun Life CI Global Gwth Port 75/75
Sun Life Spectrum Global Eq 100/100 Sun Life CI World Equity 100/100
Sun Life Spectrum Global Equ (100%) Sun Life CI World Equity (100%)
Sun Life Spectrum Global Equ (75%) Sun Life CI World Equity (75%)
Sun Life Spectrum Global Equ 75/100 Sun Life CI World Equity 75/100
Sun Life Spectrum Global Equ 75/75 Sun Life CI World Equity 75/75
Sun Life Spectrum Mid-Term Bd(100%) Sun Life CI Mid-Term Bond (100%)
Sun Life Spectrum Mid-Term Bd(75%) Sun Life CI Mid-Term Bond (75%)

View the Fund Report for CI Mutual Funds.


Thursday, November 14th, 2002: Fidelity Manager Change

Effective October 31, 2002, Steven Binder has replaced Alan Radlo as the portfolio manager for Fidelity True North Fund.

View the Fund Report for Fidelity Investments Canada Ltd.


Tuesday, November 12th, 2002: New Brandes Funds

Effective November 12, 2002, Brandes Investment Partners & Co has launched 3 new funds:

  • Brandes RSP Global Equity
  • Brandes RSP International Equity
  • Brandes RSP U.S. Equity

View the Fund Report for Brandes Investment Partners & Co.


Tuesday, November 12th, 2002: New TD Funds

Effective November 12, 2002, TD Asset Management Inc. has launched 8 new advisor series funds:

  • TD Balanced Income-A
  • TD Canadian Blue Chip Equity-A
  • TD Cdn Small-Cap Equity-A
  • TD High Yield Income-A
  • TD Monthly Income-A
  • TD Resource-A
  • TD U.S. Large-Cap Value-A
  • TD U.S. Small Cap Equity-A

View the Fund Report for TD Asset Management Inc.


Monday, November 11th, 2002: Mackenzie Fund Merger

Effective November 8, 2002, Mackenzie Financial Corporation has merged Mackenzie Univ Amer Growth into Mackenzie Univ Amer Gwth Cap Class Fund.

View the Fund Report for Mackenzie Financial Corporation.


Monday, November 11th, 2002: Cartier Name Change

Effective November 11, 2002, Cartier Mutual Funds Inc. has renamed Cartier Tactical Asset Allocation Fund to Cartier MultiPartners Bal Gwth RSP.

View the Fund Report for Cartier Mutual Funds Inc.


Friday, November 8th, 2002: New Mackenzie Funds

Effective November 8, 2002, Mackenzie Financial Corporation has launched 2 new funds:

  • Mack Univ American Gwth Cap Class
  • Mackenzie Ivy Euro Capital Class

View the Fund Report for Mackenzie Financial Corporation.


Friday, November 8th, 2002: New First Trust Funds

Effective November 5, 2002, First Trust Portfolios has launched 2 new funds:

  • First Trust Pharmaceutical 02 (US$)
  • First Trust Pharmaceutical 2002

View the Fund Report for First Trust Portfolios.


Friday, November 8th, 2002: New Fidelity Funds

Effective October 31, 2002, Fidelity Investments Canada Ltd. has launched 6 new funds:

  • Fidelity American Value
  • Fidelity American Value (US$)
  • Fidelity NorthStar Class
  • Fidelity NorthStar-A
  • Fidelity NorthStar-A (US$)
  • Fidelity RSP NorthStar

View the Fund Report for Fidelity Investments Canada Ltd.


Monday, November 4th, 2002: ING Fund Mergers

Effective October 31, 2002, ING Funds has announced the following fund mergers:

Discontinued Fund Merged Into
ING Austral-Asia Equity RSP ING Global Equity RSP
ING Europe Equity RSP ING Global Equity RSP
ING Japan Equity RSP ING Global Equity RSP
ING Canadian Communications ING Global Communications

View the Fund Report for ING Funds.


Monday, November 4th, 2002: Dynamic Mutual Fund Terminated

Effective November 4, 2002, Dynamic Mutual Funds Ltd. has terminated the StrategicNova Japan Fund.

View the Fund Report for Dynamic Mutual Funds Ltd.


Friday, November 1st, 2002: Guardian Group of Funds Change

Effective October 31, 2002, GGOF Guardian Group of Funds has launched GGOF Monthly High Income II Fund and GGOF Monthly High Income Fund will be capped to new purchases.

View the Fund Report for GGOF Guardian Group of Funds.


Thursday, October 31st, 2002: New Fidelity Funds

Effective October 31, 2002, Fidelity Investments Canada Ltd. has launched 6 new series T funds:

  • Fidelity Amer Disciplined Equity-T
  • Fidelity Cdn Disciplined Equity-T
  • Fidelity Global Disciplined Equ-T
  • Fidelity Growth America-T
  • Fidelity International Portfolio -T
  • Fidelity True North-T

View the Fund Report for Fidelity Investments Canada Ltd.


Thursday, October 31st, 2002: Opus 2 Name Change

Effective October 30, 2002, Opus 2 Financial Inc. has announced the following name changes:

Previous Name New Name
Opus 2 Foreign Equity (EAFE) Opus 2 International Equity (EAFE)
Opus 2 Foreign Equity (RSP) Opus 2 Global Equity (RSP)

View the Fund Report for Opus 2 Financial Inc.


Tuesday, October 29th, 2002: New R Funds

Effective October 28, 2002, R Funds (BLC-Rothschild) has launched 5 funds:

  • R Balanced Distinction Portfolio
  • R Bold Distinction Portfolio
  • R Conservative Distinction Port
  • R Dynamic Distinction Portfolio
  • R Prudent Distinction Portfolio

View the Fund Report for R Funds (BLC-Rothschild).


Tuesday, October 29th, 2002: New CIBC Funds

Effective October 28, 2002, CIBC Securities Inc. has launched 8 new funds:

  • CIBC Global Technology (US$)
  • CIBC Managed Balanced Port (US$)
  • CIBC Managed Growth Portfolio (US$)
  • CIBC Managed Income Portfolio (US$)
  • CIBC N. A. Demographics (US$)
  • CIBC Nasdaq Index (US$)
  • CIBC U.S. Equity Index (US$)
  • CIBC U.S. Small Companies (US$)

View the Fund Report for CIBC Securities Inc.


Wednesday, October 23rd, 2002: Investors Group Name Change

Effective October 23, 2002, Investors Group has renamed the following funds:

Previous Name New Name
IG MAXXUM Dividend Fund IG Mackenzie Maxxum Dividend
IG MAXXUM Income Fund IG Mackenzie Income
IG Janus American Equity IG Janus American Equity Class Units
IG Janus Global Equity IG Janus Global Equity Class Units

View the Fund Report for Investors Group.


Tuesday, October 22nd, 2002: New Cartier Funds

Effective October 21, 2002, Cartier Mutual Funds Inc. has launched 5 portfolio funds:

  • Cartier MultiPartners Bal Gwth Port
  • Cartier MultiPartners Bal RSP Port
  • Cartier MultiPartners Global Bal Po
  • Cartier MultiPartners High GwRSP Po
  • Cartier MultiPartners High Gwth Po

View the Fund Report for Cartier Mutual Funds Inc.


Tuesday, October 22nd, 2002: New Barclays Fund

Effective October 22, 2002, Barclays Global Investors Canada Ltd. has launched the iUnits S&P/TSX Canadian REIT Index

View the Fund Report for Barclays Global Investors Canada Ltd.


Monday, October 21st, 2002: iPerformance Funds Terminated

Effective October 18, 2002, iPerformance Fund Corp. has terminated the following funds:

  • iPerform American Focus
  • iPerform American Focus (US$)

View the Fund Report for iPerformance Fund Corp.


Monday, October 21st, 2002: CI Funds Terminated

Effective October 11, 2002, CI Mutual Funds. has terminated the following funds:

  • CI Latin American Sector Shrs
  • CI Latin American Sector Sh (US$)
  • CI Latin American RSP
  • CI Latin American (US$)
  • CI Latin American

View the Fund Report for CI Mutual Funds.


Tuesday, October 15th, 2002: CI Fund Mergers

Effective October 11, 2002, CI Mutual Funds has announced the following fund mergers:

Discontinued Fund Merged Into
CI Canadian Balanced CI Signature Canadian Balanced
CI Canadian Growth CI Signature Select Canadian
CI Canadian Sector Shares CI Signature Select Canadian Sector
CI Canadian Sector Shares (US$) CI Signature Select Cdn Sector(US$)
CI Glo Business-to-Business (US$) CI Global Tech. Sector Shar (US$)
CI Glo Business-to-Business RSP CI Global Technology RSP
CI Glo Business-to-Business Sec CI Global Technology Sector
CI Global Focus Value RSP CI Global Value RSP
CI Global Focus Value Sector CI Global Value Sector Shares
CI Global Focus Value Sector (US$) CI Global Value Sector Share(US$)
CI Latin American CI Emerging Markets
CI Latin American (US$) CI Emerging Markets (US$)
CI Latin American RSP CI Emerging Markets RSP
CI Signature Canadian CI Signature Select Canadian
CI Signature Canadian Sec (US$) CI Signature Select Cdn Sector(US$)
CI Signature Canadian Sector CI Signature Select Canadian Sector
Spectrum Canadian Money Market CI Money Market
Spectrum Canadian Resource CI Signature Canadian Resource
Spectrum Canadian Small-Mid Cap CI Canadian Small Cap
Spectrum Emerging Markets CI Emerging Markets
Spectrum Global Bond CI Global Bond
Spectrum Global Diversified CI International Balanced
Spectrum Global Financial Services CI Global Financial Services Sect
Spectrum Global Growth CI Global Small Companies
Spectrum Global Growth Portfolio CI Global Growth Portfolio
Spectrum Global Health Sciences CI Global Health Sciences Sector
Spectrum Global Telecommunication CI Global Telecommunications Sect
Spectrum Optimax USA CI American Value
Spectrum RRSP Glob Health Sciences CI Global Health Sciences RSP
Spectrum RRSP Global Financial Serv CI Global Financial Services Sect
Spectrum RRSP Global Growth CI Global Small Companies RSP
Spectrum RRSP Global Telecom CI Global Telecommunications RSP
Spectrum RRSP World Equity CI Tactonics RSP
Spectrum RRSP World Growth Mgrs CI Global Managers RSP
Spectrum Savings CI Money Market
Spectrum US $ Money (US$) CI US Money Market (US$)
Spectrum World Growth Managers CI Global Manager Sector Shares

View the Fund Report for CI Mutual Funds.


Wednesday, October 9th, 2002: Talvest Name Change

Effective September 30, 2002, Talvest Fund Management Inc. has renamed StartingStartups Fund to Axis Investment Funds Inc.

View the Fund Report for Talvest Fund Management Inc.


Tuesday, October 8th, 2002: Front Street Capital Name Change

Effective September 17, 2002, Front Street Capital has renamed the following funds:

Previous Name New Name
Tuscarora Energy Gwth Fund Ser-I Front Street Energy Gwth Fund Ser-I
Tuscarora Energy Gwth Fund Ser-II Front Street Energy Gwth Fund Ser-II
Tuscarora Energy Gwth Fund Ser-III Front Street Energy Gwth Fund Ser-III

View the Fund Report for Front Street Capital.


Monday, October 7th, 2002: TD Name Change

Effective October 7, 2002, TD Asset Management Inc. has announced the following name changes:

Previous Name New Name
TD EuroGrowth RSP TD European Growth RSP
TD Short Term Monthly Income TD Short-Term Bond
TD Special Equity TD Cdn Small-Cap Equity

View the Fund Report for TD Asset Management Inc.


Friday, October 4th, 2002: Gestion FERIQUE Fund Terminated

Effective September 30, 2002, Gestion FERIQUE has terminated the Ferique Growth fund.

View the Fund Report for Gestion FERIQUE.


Friday, October 4th, 2002: Assumption Life Name Changes

Effective October 4, 2002, Assumption Life has announced the following name changes:

Previous Name New Name
Assumption/FDI Cdn Aggressive-B Assumption/FDI Cdn Opportunities-B
Assumption/FDI Cdn Aggressive-C Assumption/FDI Cdn Opportunities-C
Assumption/FDI European Growth Assumption/FDI European
Assumption/FDI European Growth-B Assumption/FDI European-B
Assumption/FDI European Growth-C Assumption/FDI European-C
Assumption/MB TSE 100 Momentum Assumption/MB TSX 100 Momentum
Assumption/MB TSE 100 Momentum-B Assumption/MB TSX 100 Momentum-B
Assumption/MB TSE 100 Momentum-C Assumption/MB TSX 100 Momentum-C

View the Fund Report for Assumption Life.


Wednesday, October 2nd, 2002: R Funds Name Changes

Effective October 1, 2002, R Funds (BLC-Rothschild) has renamed the following funds:

Previous Name New Name
R Prudent Selection Portfolio R Prudent DISTINCTION Portfolio
R Conservative Selection Portfolio R Conservative DISTINCTION Portfolio
R Balanced Selection Portfolio R Balanced DISTINCTION Portfolio
R Dynamic Selection Portfolio R Dynamic DISTINCTION Portfolio
R Bold Selection Portfolio R Bold DISTINCTION Portfolio

View the Fund Report for R Funds (BLC-Rothschild).


Monday, September 30th, 2002: Guardian Group of Funds Name Changes

Effective September 30, 2002, GGOF Guardian Group of Funds has announced the following name changes:

Previous Name New Name
GGOF Alexandria Canadian Balanced Fidelity Canadian Opportunities-A
GGOF Alexandria European Gwt Mutual GGOF European Growth Mutual
GGOF Alexandria Glo Biotechnology GGOF Global Biotechnology
GGOF Alexandria Global Gwth Classic GGOF Global Growth Classic
GGOF Alexandria Global Gwth Mutual GGOF Global Growth Mutual
GGOF Alexandria Global Small Cap Cl GGOF Global Small Cap Classic
GGOF Alexandria Global Small Cap M GGOF Global Small Cap Mutual
GGOF Alexandria Global Tech Classic GGOF Global Technology Classic
GGOF Alexandria Global Tech Mutual GGOF Global Technology Mutual
GGOF Alexandria RSP Glo Gwth Cl GGOF RSP Global Growth Classic
GGOF Alexandria RSP Glo Gwth Mutual GGOF RSP Global Growth Mutual
GGOF Alexandria RSP Global Tech Mut GGOF RSP Global Technology Mutual
GGOF Alexandria RSP Int Bal Classic GGOF RSP International Bal Classic
GGOF Alexandria RSP Intl Bal Mutual GGOF RSP International Bal Mutual
GGOF Centurion Amer Value Classic GGOF American Value Fund Ltd Class
GGOF Centurion Amer Value Mutual GGOF American Value Fund Ltd Mutual
GGOF Centurion Canadian Value GGOF Canadian Value
GGOF Centurion Cdn Balanced Classic GGOF Cdn Value Balanced Classic
GGOF Centurion Cdn Balanced Mutual GGOF Cdn Value Balanced Mutual
GGOF Centurion Emerging Mkts Mutual GGOF Emerging Markets Mutual
GGOF Centurion Global Value GGOF Global Value
GGOF Centurion Japanese Value GGOF Japanese Value
GGOF Centurion RSP Amer Val Classic GGOF RSP American Value Classic
GGOF Centurion RSP Amer Val Mutual GGOF RSP American Value Mutual
GGOF Guardian Cdn Bond Classic GGOF Canadian Bond Classic
GGOF Guardian Cdn Bond Mutual GGOF Canadian Bond Mutual
GGOF Guardian Cdn Equity Classic GGOF Canadian Equity Classic
GGOF Guardian Cdn Equity Mutual GGOF Canadian Equity Mutual
GGOF Guardian Cdn High Yield Mutual GGOF Cdn High Yield Bond Mutual
GGOF Guardian Cdn Large Cap Mutual GGOF Canadian Large Cap Mutual
GGOF Guardian Cdn MMF Classic GGOF Canadian Money Market Classic
GGOF Guardian Cdn MMF Mutual GGOF Canadian Money Market Mutual
GGOF Guardian Dividend Growth GGOF Dividend Growth
GGOF Guardian Enterprise Classic GGOF Enterprise Classic
GGOF Guardian Enterprise Mutual GGOF Enterprise Mutual
GGOF Guardian Global Equity GGOF Global Equity
GGOF Guardian International Equity GGOF International Equity
GGOF Guardian Monthly Div Classic GGOF Monthly Dividend Fund Classic
GGOF Guardian Monthly Div Mutual GGOF Monthly Dividend Fund Mutual
GGOF Guardian Mthly High Inc Mutual GGOF Monthly High Income Mutual
GGOF Guardian Mthy High Inc Classic GGOF Monthly High Income Classic
GGOF Guardian RSP Int Income Mutual GGOF RSP Int'l Income Mutual
GGOF Guardian RSP Intl Inc Classic GGOF RSP Int'l Income Classic
GGOF Guardian RSP US MMF (US$) Cl GGOF RSP US MMF (US$) Classic
GGOF Guardian RSP US MMF (US$) Mut GGOF RSP US MMF (US$) Mutual
Jones Heward American GGOF American Growth
Jones Heward American (US$) GGOF American Growth (US$)
Jones Heward Fund Ltd. GGOF Canadian Growth Fund Ltd.
Jones Heward RSP American GGOF RSP American Growth

View the Fund Report for GGOF Guardian Group of Funds.


Monday, September 30th, 2002: Fidelity Name Changes

Effective September 30, 2002, Fidelity Investments Canada Ltd. has announced the following name changes:

Previous Name New Name
Fidelity Canadian Aggressive-A Fidelity Canadian Opportunities-A
Fidelity Disciplined Equity Class Fidelity Cdn Disciplined Equ Class
Fidelity Disciplined Equity-A Fidelity Cdn Disciplined Equity-A
Fidelity Emerging Mkts Port-A (US$) Fidelity Emerging Markets-A (US$)
Fidelity Emerging Mkts Portfolio-A Fidelity Emerging Markets-A
Fidelity European Growth Class Fidelity Europe Class
Fidelity European Growth-A Fidelity Europe-A
Fidelity European Growth-A (US$) Fidelity Europe-A (US$)
Fidelity Japanese Growth Class Fidelity Japan Class
Fidelity Japanese Growth-A Fidelity Japan-A
Fidelity Japanese Growth-A (US$) Fidelity Japan-A (US$)
Fidelity Latin American Growth-A Fidelity Latin America-A
Fidelity Latin American Gwt-A (US$) Fidelity Latin America-A (US$)
Fidelity RSP European Growth-A Fidelity RSP Europe-A

View the Fund Report for Fidelity Investments Canada Ltd..


Thursday, September 26th, 2002: McLean Budden Fund Terminated

Effective September 23, 2002, McLean Budden Limited has terminated the MB Offshore Equity fund.

View the Fund Report for McLean Budden Limited .


Wednesday, September 25th, 2002: Evolution Fund Closure

Effective September 25, 2002, Evolution Funds Inc. announced that Evolution QSSP is no longer available to new investors.

View the Fund Report for Evolution Funds Inc.


Tuesday, September 24th, 2002: Sentry Fund Changes

Effective September 21, 2002, Sentry Select Capital Corp. has announced the following fund mergers and name changes:

Discontinued Fund Merged Into
Sentry Biotechnology & Hlth Sentry Focused Biotechnology
Sentry E. Commerce and Internet 99 Sentry Focused Technologies
Sentry Global Financial Service Sentry Focused Wealth Management
Sentry Internet Technology Sentry Focused Technologies

 

Name Changes
Previous Name New Name
Sentry Alternative Energy Sentry Focused Alternative Energy
Sentry Biotechnology Sentry Focused Biotechnology
Sentry Wireless Communications Sentry Focused Technologies
Sentry Wealth Management Sentry Focused Wealth Management

View the Fund Report for Sentry Select Capital Corp.


Monday, September 23rd, 2002: AIM Manager Change

Effective September 16, 2002, AIM Funds Management Inc. has announced the following fund manager changes:

Fund Name Previous Manager New Manager
AIM Canadian First Class Ronald Sloan Glen Hilton
AIM Canada Income Class Ronald Sloan Glen Hilton
AIM Canadian Leaders Ronald Sloan Glen Hilton
AIM Global Energy Class Ronald Sloan Glen Hilton
AIM Global Energy Class (US$) Ronald Sloan Glen Hilton
AIM Core Canadian Equity Class Ronald Sloan Glen Hilton

For the Trimark Canadian Resources Fund, existing co-manager Rory Ronan will assume the role of lead manager.

For the AIM Global Aggressive Growth Class fund, Jason Holzer, Barrett Sides and Robert Kippes will assume full portfolio responsibilities while Ryan Crane, Dale Griffin, Clas Olsson and Jay Rushin will no longer actively manage the fund.

For the AIM American Mid Cap Growth Class fund, existing managers Jay Rushin and Robert Kippes will assume full portfolio management responsibilities while Ryan Crane, Kenneth Zschappell will not longer actively co-manage.

View the Fund Report for AIM Funds Management Inc.


Friday, September 20th, 2002: New Mavrix Funds

Effective September 19, 2002, Mavrix Fund Management Inc. has launched Mavrix Global Fund.

View the Fund Report for Mavrix Fund Management Inc..


Monday, September 9th, 2002: Evolution Fund Changes

Effective September 6, 2002, Evolution Funds Inc. has announced the following fund changes:

Fund Mergers

 

Discontinued Fund Merged Into
Evolution Avix Bond Evolution Bond
Evolution Azura Cdn Aggressive Gwth Evolution Quebec Expansion
Evolution Azura Cdn World RSP Evolution World Leaders RSP
Evolution Azura Glo Indust Fut RSP Evolution American RSP
Evolution Azura Global Balanced Evolution Asset Mgmt-Global Growth
Evolution Valorem Can Asset Allocat Evolution Canadian Asset Allocation
Evolution Valorem Cdn Equity-Value Evolution Canadian Equity-Value
Evolution Valorem Dividends Evolution Balanced
Evolution Valorem Glo Equity-Value Evolution World Leaders
Evolution Valorem Money Market Evolution Money Market
Evolution Valorem Quebec Evolution Quebec Expansion
Evolution Valorem U.S. Equity Evolution American

Name Changes

 

Previous Name New Name
Evolution Avix American Evolution American
Evolution Avix American RSP Evolution American RSP
Evolution Avix Balanced Evolution Balanced
Evolution Avix Cdn Asset Allocation Evolution Canadian Asset Allocation
Evolution Avix Cdn Equity Value Evolution Canadian Equity-Value
Evolution Avix Cdn Large Cap Evolution Canadian Large Cap
Evolution Avix Money Market Evolution Money Market
Evolution Avix QSSP Evolution QSSP
Evolution Avix Quebec Expansion Evolution Quebec Expansion
Evolution Avix World Leaders Evolution World Leaders
Evolution Avix World Leaders RSP Evolution World Leaders RSP
Evolution Azura Canadian Balanced Evolution Asset Mgmt-Cdn Balanced
Evolution Azura Canadian Growth Evolution Asset Mgmt-Cdn Growth
Evolution Azura Cdn Conservative Evolution Asset Mgmt-Cdn Conserv
Evolution Azura Glo Indust Future Evolution Asset Mgmt-Glo Ind Future
Evolution Azura Global Growth Evolution Asset Mgmt-Global Growth
Evolution Valorem Cdn Bond-Value Evolution Bond
Evolution Valorem Cdn Demographic Evolution Canadian Demographic
Evolution Valorem Demo Trends Evolution Demographic Trends
Evolution Valorem Finance and Tech Evolution Finance and Technology
Evolution Valorem Selection Evolution Selection ETF

Manager Changes

 

Fund Name Previous Manager New Manager
Evolution Selection ETF Natcan Investment Mgmt Normand Belley

View the Fund Report for Evolution Funds Inc.


Monday, September 9th, 2002: TD Fund Merger

Effective September 6, 2002, TD Asset Management Inc. has announced the following fund mergers:

Discontinued Fund Merged Into
TD Canadian Small-Cap Equity TD Special Equity
TD Canadian Stock TD Canadian Equity
TD Global Biotechnology RSP-A TD Health Sciences RSP-A
TD Global Government Bond TD Global RSP Bond
TD GlobalGrowth RSP TD Global Select RSP
TD Money Market Plus TD Canadian Money Market
TD North American Equity TD U.S. Equity
TD Short Term Bond TD Short Term Monthly Income

Terminated funds:

  • TD Global Wireless & Telecom RSP-A
  • TD Global Wireless & Telecom-A
  • TD Global e-Business RSP-A
  • TD Global e-Business-A

In addition, TD EuroGrowth RSP Fund will become and RSP-clone version of the TD European Growth Fund.

View the Fund Report for TD Asset Management Inc.


Monday, September 9th, 2002: First Horizon Fund Merger

Effective August 30, 2002, First Horizon Capital Corp. has announced the following fund mergers:

Discontinued Fund Merged Into
Horizons Aggressive Horizons Equity Long/Short
Horizons Aggressive DPP Horizons Global DPP
Horizons Diversified DPP Horizons Global DPP
Horizons European DPP Horizons Global DPP
Horizons Strategic DPP Horizons Global DPP

View the Fund Report for First Horizon Capital Corp.


Friday, September 6th, 2002: Clarington Fund Terminated

Effective August 30, 2002, ClaringtonFunds Inc. has terminated the Clarington Digital Economy Class.

View the Fund Report for ClaringtonFunds Inc.


Friday, September 6th, 2002: RBC Manager Change

Effective September 6, 2002, RBC Funds Inc. has announced the following portfolio manager change:

Fund Name Previous Managers New Managers
Royal Global Financial Serv. Sector John Kellett Vincent J. Fernandez
RBC Advisor Global Financial Ser Cl John Kellett Vincent J. Fernandez

View the Fund Report for RBC Funds Inc.


Friday, September 6th, 2002: Wickham Funds Terminated

Effective September 5, 2002, Wickham Investment Counsel Inc. has terminated all of their funds:

  • Wickham Canadian Equity
  • Wickham ETF

Thursday, September 5th, 2002: Talvest Manager Change

Effective September 4, 2002, Talvest Fund Management Inc. has announced the following portfolio manager change:

Fund Name Previous Managers New Managers
Talvest Cdn Equity Growth Dennis Ouellet Réal Trépanier
Talvest Dividend Dennis Ouellet Réal Trépanier

View the Fund Report for Talvest Fund Management Inc.


Wednesday, September 4th, 2002: Elliott & Page Name Change

Effective September 4, 2002, Elliott & Page Ltd. has renamed the following funds:

    Previous Name New Name
    E&P Cabot Blue Chip - Advisor E&P Blue Chip - Advisor
    E&P Cabot Canadian Equity-Advisor E&P Canadian Equity-Advisor
    E&P Cabot Global MultiStyle-Advisor E&P Global MultiStyle-Advisor

View the Fund Report for Elliott & Page Ltd.


Tuesday, September 3rd, 2002: Talvest Fund Merger

Effective August 30, 2002, Talvest Fund Management Inc. has announced the following fund merger and name changes:

  • CMDF-Early Stages Fund merged into CMDF-Venture Cap Fund
  • CMDF-Venture Cap Fund renamed to Canadian Medical Discoveries Fund II

View the Fund Report for Talvest Fund Management Inc.


Tuesday, September 3rd, 2002: CI Mutual Funds Manager Change

CI Mutual Funds Inc. announced a number of portfolio management and fund name changes as part of its ongoing plan to simplify and strengthen its fund lineup.

In a news release, CI Mutual Funds said the changes follow the acquisition of Spectrum Investment Management Ltd., Clarica Diversico Ltd., and the segregated fund businesses of Clarica Life Insurance Co. and Sun Life Financial Services of Canada Inc. by CI's parent company, C.I. Fund Management Inc. (T.CIX), on July 25.

The fund name changes and all but two of the portfolio management changes were effective Aug. 28, it said. The management of CI American Value Fund (formerly Spectrum American Value Fund) and CI Asian Dynasty Fund (formerly Spectrum Asian Dynasty Fund) will change on Oct. 1.

Fund Name Previous Manager New Managers
Spectrum Canadian Investment Fund Mercury Asset Management Canada Sionna Investment Managers Inc.* (Kim Shannon)
Spectrum Canadian Equity Fund McLean Budden Limited Sionna Investment Managers Inc.* (Kim Shannon)
Spectrum Canadian Growth Fund Howson Tattersall Investment Counsel Ltd., Mulvihill Capital Management Inc., Mercury Asset Management Howson Tattersall Investment Counsel Ltd. (Bob Tattersall
Spectrum Canadian Small-Mid Cap Fund Mulvihill Capital Management Inc. Howson Tattersall Investment Counsel Ltd. (Bob Tattersall)
Spectrum Canadian Resource Fund Mercury Asset Management Canada CI Mutual Funds Inc. (Robert Lyon)
Spectrum Global Growth Fund Mercury Asset Management Canada Steinberg Priest & Sloane Capital Management, LLC (William Priest)
Spectrum Global Diversified Fund Mercury Asset Management Canada CI Global Advisors LLP (William Sterling)
Signature Global Small Companies Fund CI Mutual Funds Inc. Steinberg Priest & Sloane Capital Management, LLC (William Priest)
Signature American Small Companies Fund CI Mutual Funds Inc. Steinberg Priest & Sloane Capital Management, LLC (William Priest)
Spectrum American Value Fund MFS Institutional Advisors, Inc. Steinberg Priest & Sloane Capital Management, LLC (William Priest)
Spectrum Optimax USA Fund Weiss, Peck & Greer Steinberg Priest & Sloane Capital Management, LLC (William Priest)
Clarica Premier American Perigee Investment Counsel Inc. Legg Mason Inc. (Bill Miller)
Spectrum Asset Allocation Fund AMI Partners Inc. Sionna Investment Managers Inc.* (Kim Shannon)
Spectrum Diversified Fund McLean Budden Limited CI Mutual Funds Inc. (Gerry Coleman)
Clarica Canadian Diversified Fund McLean Budden Limited CI Mutual Funds Inc. (Eric Bushell)
Clarica Diversifund 40 McLean Budden Limited CI Mutual Funds Inc. (Eric Bushell)
Spectrum European Growth Fund Mercury Asset Management Canada MFS Institutional Advisors, Inc.
Spectrum Asian Dynasty Fund MFS Institutional Advisors, Inc. Trident Investment Management, LLC (Nandu Narayanan)
Spectrum Emerging Markets Fund Mercury Asset Management Canada Trident Investment Management, LLC (Nandu Narayanan)
Spectrum Dividend Fund McLean Budden Limited CI Mutual Fund Inc. (Eric Bushell)
Spectrum Canadian Money Market Fund McLean Budden Limited CI Mutual Funds Inc.
Spectrum US Dollar Money Market Fund McLean Budden Limited CI Mutual Funds Inc.
Spectrum Savings Fund McLean Budden Limited CI Mutual Fund Inc.
Spectrum Short-Term Bond Fund McLean Budden Limited J. Zechner Associates Inc. (Jeffrey Herold)
Spectrum Mid-Term Bond Fund McLean Budden Limited J. Zechner Associates Inc. (Jeffrey Herold)
Spectrum Long-Term Bond Fund McLean Budden Limited J. Zechner Associates Inc. (Jeffrey Herold)
Spectrum RRSP International Bond Fund McLean Budden Limited CI Global Advisors LLP (William Sterling)
Spectrum Global Bond Fund Mercury Asset Management Canada CI Global Advisors LLP (William Sterling)

View the Fund Report for CI Mutual Funds.


Tuesday, September 3rd, 2002: New Desjardins Funds

Effective September 3, 2002, Desjardins Financial Security has launched 10 new funds:

  • Desjardins Fn Pool Aggressive Port
  • Desjardins Fn Pool Amer Equ (MB)
  • Desjardins Fn Pool Balanced (JF)
  • Desjardins Fn Pool Balanced Port
  • Desjardins Fn Pool Cdn Equ (MB)
  • Desjardins Fn Pool Conservative Prt
  • Desjardins Fn Pool Dynamic Port
  • Desjardins Fn Pool Energetic Port
  • Desjardins Fn Pool Int Stock (Tem)
  • Desjardins Fn Pool Security Port

View the Fund Report for Desjardins Financial Security.


Friday, August 30th, 2002: CI Mutual Funds Name Changes

Effective August 29, 2002, CI Mutual Funds has announced the following name changes:

Previous Name New Name
CI Balanced Portfolio CI Global Balanced Portfolio
CI Balanced Portfolio (US$) CI Global Balanced Portfolio (US$)
CI Balanced RSP Portfolio CI Global Balanced RSP Portfolio
CI Canadian Income CI Signature Canadian Income
CI Conservative Portfolio CI Global Conservative Portfolio
CI Conservative Portfolio (US$) CI Global Conservative Port (US$)
CI Conservative RSP Portfolio CI Global Conservative RSP Port
CI Global Equity RSP CI Global RSP
CI Growth Portfolio CI Global Growth Portfolio
CI Growth Portfolio (US$) CI Global Growth Portfolio (US$)
CI Growth RSP Portfolio CI Global Growth RSP Portfolio
CI Maximum Growth Portfolio CI Global Maximum Growth Portfolio
CI Maximum Growth Portfolio (US$) CI Global Maximum Growth Port (US$)
CI Maximum Growth RSP Portfolio CI Global Maximum Growth RSP Port
CI Signature Amer Small Co (US$) CI American Small Companies (US$)
CI Signature Amer Small Co. RSP CI American Small Companies RSP
CI Signature Amer Small Comp Sect CI American Small Companies Sector
CI Signature Amer Sml Co Sec(US$) CI American Small Comp Sector (US$)
CI Signature American Small Co CI American Small Companies
CI Signature Glo Small Co Sc(US$) CI Global Small Co Sector (US$)
CI Signature Glo Small Co. Sector CI Global Small Companies Sector
CI Signature Global Small Co CI Global Small Companies
CI Signature Global Small Co(US$) CI Global Small Companies (US$)
CI Signature Global Small Co. RSP CI Global Small Companies RSP
CI World Bond CI Global Bond
CI World Bond (US$) CI Global Bond (US$)
Spectrum American Growth CI American Growth
Spectrum American Growth (US$) CI American Growth (US$)
Spectrum American Value CI American Value
Spectrum Asian Dynasty CI Asian Dynasty
Spectrum Canadian Balanced Port. CI Canadian Balanced Port.
Spectrum Canadian Conservative Port CI Canadian Conservative Port
Spectrum Canadian Equity CI Canadian Equity
Spectrum Canadian Growth Port. CI Canadian Growth Port.
Spectrum Canadian Income Portfolio CI Canadian Income Portfolio
Spectrum Canadian Investment CI Canadian Investment
Spectrum Cdn Max Growth Portfolio CI Cdn Max Growth Portfolio
Spectrum Diversified CI Diversified
Spectrum Dividend CI Dividend
Spectrum European Growth CI European Growth
Spectrum Long-Term Bond CI Long-Term Bond
Spectrum Mid-Term Bond CI Mid-Term Bond
Spectrum RRSP European Growth CI RRSP European Growth
Spectrum RRSP International Bond CI International Bond RSP
Spectrum RRSP Tactonics CI Tactonics RSP
Spectrum Short-Term Bond CI Short-Term Bond
Spectrum Tactonics CI Tactonics
Spectrum Asset Allocations CI Canadian Asset Allocation
Spectrum Canadian Stock CI Canadian Stock
Spectrum RRSP American Growth CI American Growth RSP
Spectrum Canadian Growth CI Canadian Small Cap
Spectrum Global Equity CI World Equity

View the Fund Report for CI Mutual Funds.


Friday, August 30th, 2002: TD Manager Change

Effective August 30, 2002, TD Asset Management Inc. has announced the following manager changes:

Fund Name Previous Managers New Managers
TD Global Select Bob Yerbury William L. Wilby
TD Global Select GIF II Bob Yerbury William L. Wilby
TD Global Select RSP Bob Yerbury William L. Wilby
TD Global Select RSP-A Bob Yerbury William L. Wilby
TD Global Select-A Bob Yerbury William L. Wilby

View the Fund Report for TD Asset Management Inc.


Thursday, August 29th, 2002: New AIM Funds

Effective August 29, 2002, AIM Funds Management Inc. has launched 6 new funds:

  • Trimark Global Balanced Class
  • Trimark Global Balanced Class (US$)
  • Trimark Global Endeavour Cl (US$)
  • Trimark Global Endeavour Class
  • Trimark U.S. Small Comp Cl (US$)
  • Trimark U.S. Small Companies Class

View the Fund Report for AIM Funds Management Inc.


Monday, August 26th, 2002: MAXXUM Funds Terminated

Effective August 26, 2002, MAXXUM Group of Funds has terminated the following 2 funds.:

  • MAXXUM Money Market
  • MAXXUM Income

View the Fund Report for Mackenzie Financial Corporation.


Monday, August 26th, 2002: Desjardins Name Change

Effective August 22, 2002, Desjardins Financial Security has renamed the following funds:

Previous Name New Name
Desjardins Fn Pool Cdn Equ (Scud) 1 Mackenzie Cundill Canadian Security 1
Desjardins Fn Pool Cdn Equ (Scud) 2 Mackenzie Cundill Canadian Security 1

View the Fund Report for Desjardins Financial Security.


Wednesday, August 21st, 2002: Integra Name Change

Effective August 21, 2002, Integra Mutual Funds has renamed the following funds:

Previous Name New Name
ICM Balanced Fund Integra Balanced Fund
ICM Bond Fund Integra Bond Fund
ICM Canadian Value Growth Fund Integra Canadian Value Growth Fund
ICM Equity Fund Integra Equity Fund
ICM International Equity Fund Integra International Equity Fund
ICM Short Term Investment Fund Integra Short Term Investment Fund
ICM U.S. Small Cap Equity Fund Integra U.S. Small Cap Equity Fund
ICM U.S. Value Growth Fund Integra U.S. Value Growth Fund

View the Fund Report for Integra Capital Management Corp.


Monday, August 19th, 2002: iPerformance Funds Terminated

Effective August 16, 2002, iPerformance Fund Corp. has terminated the following 2 funds:

  • iPerform Silicon Valley
  • iPerform Silicon Valley (US$)

View the Fund Report for iPerformance Fund Corp.


Monday, August 19th, 2002: AGF Fund Merger

Effective August 2, 2002, AGF Funds Inc. has merged the following funds:

Discontinued Fund Merged Into
AGF European Asset Allocation AGF World Balanced
AGF European Asset Allocation (US$) AGF World Balanced (US$)

View the Fund Report for AGF Funds Inc.


Thursday, August 15th, 2002: New Clarington Funds

Effective August 15, 2002, ClaringtonFunds Inc. has launched 2 new funds:

  • Clarington Canadian Value
  • Clarington U.S. Mid-Cap Val Cl(US$)

View the Fund Report for ClaringtonFunds Inc.


Monday, August 12th, 2002: Great-West Life Name Change

Effective August 12, 2002, Great-West Life Assurance Co. has announced the following name changes:

Previous Name New Name
GWL Emerging Markets (SC) DSC GWL Emerging Markets (M) DSC
GWL Emerging Markets (SC) NL GWL Emerging Markets (M) NL
GWL Global (SC) DSC GWL Foreign Equity (M) DSC
GWL Global (SC) NL GWL Foreign Equity (M) NL
GWL Pacific (SC) DSC GWL Japan Equity (M) DSC

View the Fund Report for Great-West Life Assurance Co.


Monday, August 12th, 2002: AIM Mutual Fund Changes

Effective August 12, 2002, AIM Funds Management Inc. has announced the following changes:

Merged Funds:

Discontinued Fund Merged Into
AIM Canadian Bond Trimark Canadian Bond
AIM Canadian Bond (US$) Trimark Canadian Bond
AIM Global Blue Chip Trimark Select Growth
AIM Global Blue Chip (US$) Trimark Select Growth (US$)
AIM Global Bond Trimark Canadian Bond
AIM Global Bond (US$) Trimark Canadian Bond
AIM Global Growth & Income Trimark Global Balanced
AIM Global Growth & Income (US$) Trimark Global Balanced (US$)
AIM Indo-Pacific Class Trimark Select Growth Class
AIM Indo-Pacific Class (US$) Trimark Select Growth Class (US$)
AIM Latin America Growth Class Trimark Select Growth Class
AIM Latin America Growth Cls (US$) Trimark Select Growth Class (US$)
AIM RSP Global Growth & Income Trimark RSP Global Balanced
Trimark RSP Fund Trimark RSP Select Growth

Name Changes:

Previous Name New Name
Trimark Americas Trimark Global Endeavour
Trimark Americas (US$) Trimark Global Endeavour (US$)
Trimark RSP Americas Trimark RSP Global Endeavour

View the Fund Report for AIM Funds Management Inc.


Monday, August 12th, 2002: Mackenzie Mutual Fund Changes

Effective August 9, 2002, Mackenzie Financial Corporation has announced the following changes:

Merged Funds:

Discontinued Fund Merged Into
MAXXUM Natural Resource Mackenzie Univ Canadian Resource
MAXXUM Precious Metals Mackenzie Univ Precious Metals
Mackenzie Sentinel Canada Equity Mackenzie Univ Select Managers Cd-B
Mackenzie Univ Far East (US$) Mackenzie Univ SelMgFarEastC(US$)-B
Mackenzie Univ Health Sciences Mackenzie Univ Health Sci Cap Cl-B
Mackenzie Univ Health Sciences(US$) Mackenzie Univ Hth Sci CapCp(US$)-B
Mackenzie Univ Wld Emerg Growth Mackenzie Univ Wld Emer Gwth Cap Cl
Mackenzie Univ Wld Emerg Gwth (US$) Mackenzie Univ Wld Emer GwCp(US$)-A
Scudder Canadian Bond (Advisor) Mackenzie Bond
Scudder Canadian Bond (Classic) Mackenzie Bond-M
Scudder Canadian Equity (Advisor) Mackenzie Univ Select Mgrs Cda-C
Scudder Canadian Equity (Classic) Mackenzie Univ Select Mgrs Cda-M
Scudder Cdn Money Market (Classic) Mackenzie Money Market Series B
Scudder Cdn Small Company (Advisor) Mackenzie Ivy Enterprise
Scudder Cdn Small Company (Classic) Mackenzie Ivy Enterprise-M
Scudder Emerging Markets (Advisor) Mackenzie Univ Wld Emer Gwth Cap Cl
Scudder Emerging Markets (Classic) Mackenzie Univ Wld Emer Gwth Cap-M
Scudder Global (Advisor) Mackenzie Univ Growth Trends Cap Cl
Scudder Global (Classic) Mackenzie Univ Growth Trends Cap-M
Scudder Life Sciences (Advisor) Mackenzie Univ Health Sci Cap Cl
Scudder Pacific (Advisor) Mackenzie Univ Sel Mgr Far East Cap
Scudder Pacific (Classic) Mackenzie Univ Sel Mgr FarEast Cp-M

Name Changes:

Previous Name New Name
Scudder Greater Europe (Advisor) Mackenzie Ivy European
Scudder Greater Europe (Classic) Mackenzie Ivy European-M
Scudder Cdn Short Tm Bond (Advisor) Mackenzie Short Term Bond
Scudder Cdn Short Tm Bond (Classic) Mackenzie Short Term Bond-M
Scudder US Growth & Inc (Advisor) Mackenzie Univ Amer Growth
Scudder US Growth & Inc (Classic) Mackenzie Univ American Growth-M

New Funds:
  • Mackenzie Bond-M
  • Mackenzie Ivy Enterprise-M
  • Mackenzie Univ Growth Trends Cap-M
  • Mackenzie Univ Health Sci Cap Cl-B
  • Mackenzie Univ Health Sci Cap Cl-R
  • Mackenzie Univ Hth Sci CapCp(US$)-A
  • Mackenzie Univ Hth Sci CapCp(US$)-B
  • Mackenzie Univ Sel Mgr FarEast Cp-B
  • Mackenzie Univ Sel Mgr FarEast Cp-M
  • Mackenzie Univ SelMgFarEastC(US$)-B
  • Mackenzie Univ Select Managers Cd-B
  • Mackenzie Univ Select Mgrs Cda-C
  • Mackenzie Univ Select Mgrs Cda-M
  • Mackenzie Univ Wld Emer GwCp(US$)-A
  • Mackenzie Univ Wld Emer Gwth Cap-M

Funds closed to new investors:
  • Mackenzie Bond-M
  • Mackenzie Ivy Enterprise-M
  • Mackenzie Ivy European-M
  • Mackenzie Short Term Bond-M
  • Mackenzie Univ American Growth-M
  • Mackenzie Univ Growth Trends Cap-M
  • Mackenzie Univ Health Sci Cap Cl-B
  • Mackenzie Univ Hth Sci CapCp(US$)-B
  • Mackenzie Univ Sel Mgr FarEast Cp-B
  • Mackenzie Univ Sel Mgr FarEast Cp-M
  • Mackenzie Univ SelMgFarEastC(US$)-B
  • Mackenzie Univ Select Managers Cd-B
  • Mackenzie Univ Select Mgrs Cda-C
  • Mackenzie Univ Select Mgrs Cda-M
  • Mackenzie Univ Wld Emer Gwth Cap-M

View the Fund Report for Mackenzie Financial Corporation.


Monday, August 12th, 2002: Quadrus Mutual Fund Changes

Effective August 9, 2002, Quadrus Group of Funds has announced the following changes:

Merged Funds:

Discontinued Fund Merged Into
Quadrus (MX) Natural Resource Quadrus Mack Univ Cdn Resources
Quadrus (MX) Precious Metals Quadrus Mack Univ Precious Metals
Quadrus Scudder Canadian Equity Quadrus Mack Univ Sel Mgrs Canada
Quadrus Scudder Emerging Markets Quadrus Mack Univ Wld Emerg Gwth Cp
Quadrus Scudder Pacific Quadrus Mack Univ Sel Mgr FarEastCp

Name Changes:

Previous Name New Name
Quadrus Scudder US Growth & Income Quadrus Mack Univ Amer Growth
Quadrus Scudder Greater Europe Quadrus Mackenzie Ivy European

New Funds:
  • Quadrus Mack Univ Cdn Resources
  • Quadrus Mack Univ Precious Metals
  • Quadrus Mack Univ Sel Mgr FarEastCp
  • Quadrus Mack Univ Sel Mgrs Canada
  • Quadrus Mack Univ Wld Emerg Gwth Cp

View the Fund Report for Quadrus Group of Funds.


Thursday, August 8th, 2002: Talvest Fund Merger

Effective August 2, 2002, Talvest Fund Management Inc. has merged the following funds:

Discontinued Fund Merged Into
Talvest Canadian Resource Talvest Global Resources

View the Fund Report for Talvest Fund Management Inc.


Tuesday, August 6th, 2002: Bonham Funds Terminated

Effective August 1, 2002, Bonham & Co. Inc. Asset Management has terminated the following 5 funds:

  • Bonham & Co. Amer. High Risk Equity
  • Bonham & Co. Canadian Equity
  • Bonham & Co. Cdn Small Companies
  • Bonham & Co. Global Balanced RSP
  • Bonham & Co. Global High Risk Equ

Friday, August 2nd, 2002: New Talvest Funds

Effective August 2, 2002, Talvest Fund Management Inc. has launched 2 new funds:

  • Talvest Global Resources
  • Talvest Global Resources RSP

View the Fund Report for Talvest Fund Management Inc


Monday, July 29th, 2002: Guardian Group of Funds Fund Mergers

Effective July 26, 2002, GGOF Guardian Group of Funds has merged the following funds:

Discontinued Fund Merged Into
GGOF Alexandria American Growth Jones Heward American
GGOF Alexandria Canadian Growth Jones Heward Fund Ltd.
GGOF Guardian RSP Foreign In Mutual GGOF Guardian RSP Int Income Mutual
GGOF Guardian RSP Foreign Income Cl GGOF Guardian RSP Intl Inc Classic
GGOF Centurion Amer Lrge Cap Mutual GGOF Centurion Amer Value Mutual
GGOF Centurion Global Communication GGOF Alexandria Global Tech Mutual

View the Fund Report for GGOF Guardian Group of Funds.


Thursday, July 18th, 2002: RBC name changes

Effective July 17, 2002, RBC Funds Inc. has renamed the following funds:

 

Previous Name New Name
Royal Asian Growth Royal Asian Equity
Royal E-Commerce Royal Global Technology Sect
Royal European Growth Royal European Equity
Royal Global Infrastructure Sector Royal Global Industrials Sector
Royal Mortgage Royal Canadian Short-Term Income
Royal Select Choices Income Royal Select Choices Conservative
Royal Select Income Royal Select Conservative

View the Fund Report for RBC Funds Inc.


Tuesday, July 16th, 2002: New Manulife Funds

Effective July 15, 2002, Manulife Financial has launched 23 new segregated funds:

  • MLI AIM Canadian Balanced GIF 1
  • MLI AIM Canadian Balanced GIFe 1
  • MLI Bal Ethic (McLean) GIF 1
  • MLI Bal Ethic (McLean) GIFe 1
  • MLI Cdn Small Cap Equ (Sax) GIF 1
  • MLI E&P Growth Opportunities GIF 1
  • MLI E&P Growth Opportunities GIF 2
  • MLI E&P Growth Opportunities GIFe 1
  • MLI E&P Growth Opportunities GIFe 2
  • MLI E&P Int'l Equity (Seamark)GIF 1
  • MLI E&P Total Equ (Seamark)GIFe 1
  • MLI E&P Total Equ (Seamark)GIFe 2
  • MLI E&P Total Equity (Seamark)GIF 1
  • MLI E&P Total Equity (Seamark)GIF 2
  • MLI Fidelity GI AA GIF 1
  • MLI Fidelity GI AA GIFe 1
  • MLI Tax Managed Gwt Asset All GIF 1
  • MLI Trimark Select Balanced GIF 2
  • MLI Trimark Select Balanced GIFe 2
  • MLI U.S. Equity (Seamark) GIF 1
  • MLI U.S. Equity (Seamark) GIF 2
  • MLI U.S. Equity (Seamark) GIFe 1
  • MLI U.S. Equity (Seamark) GIFe 2

View the Fund Report for Manulife Financial.


Monday, July 15th, 2002: Investors Group name changes

Effective July 15, 2002, Investors Group has renamed the following funds:

 

Previous Name New Name
IG Scudder US allocation IG Goldman Sachs U.S. Equity
IG Scudder Emerging Markets Growth IG Mackenzie Universal Emerging Markets
IG Scudder European Growth IG Mackenzie Ivy European
IG Scudder Canadian All Cap IG Mackenzie Select Managers Canada

View the Fund Report for Investors Group.


Tuesday, July 9th, 2002: New Fidelity Mutual Funds

Effective July 9, 2002, Fidelity Investments Canada Ltd. has launched 9 new funds:

  • Fidelity Amer Discip Equity (US$)
  • Fidelity Amer Disciplined Equity
  • Fidelity Amer Disciplined Equity Cl
  • Fidelity Global Disciplined Eq(US$)
  • Fidelity Global Disciplined Equ Cl
  • Fidelity Global Disciplined Equity
  • Fidelity RSP Amer Disciplined Equ
  • Fidelity RSP Glo Disciplined Equity
  • Fidelity RSP Small Cap America

View the Fund Report for Fidelity Investments Canada Ltd..


Wednesday, July 3rd, 2002: AIM Funds Terminated

Effective July 2, 2002, AIM Funds Management Inc. has terminated the following 2 funds:

  • AIM American Outlook
  • AIM American Outlook (US$)

View the Fund Report for AIM Funds Management Inc..


Tuesday, July 2nd, 2002: Standard Life Mutual Funds Changes

Effective June 28, 2002, Standard Life Mutual Funds has announced the following changes:

Discontinued Funds:

  • Standard Life Legend Bond Pool
  • Standard Life Legend Cdn Div Pool
  • Standard Life Legend Cdn Equ Pool
  • Standard Life Legend G7 Equity Pool
  • Standard Life Legend Glo Income Pl
  • Standard Life Legend Money Market
  • Standard Life Legend US Equity Pool

New Funds launched as of July 2, 2002:
  • Standard Life European Equity-A
  • Standard Life Global Equity-A
  • Standard Life Monthly Income-A
  • Standard Life US Mid Cap-A
  • Standard Life Cdn Bond-L
  • Standard Life Cdn Dividend Growth-L
  • Standard Life Cdn Equity-L
  • Standard Life Cdn Small Cap-L
  • Standard Life International Bond-L
  • Standard Life Money Market-L
  • Standard Life Monthly Income-L
  • Standard Life Tact Glo Equity RSP-L
  • Standard Life US Equity-L

Name changes:

 

Previous Name New Name
Standard Life Act Glo Div Index RSP Standard Life Global Balanced RSP-A
Standard Life Active Glo Index RSP Standard Life Tact Glo Equity RSP-A
Standard Life Active U.S. Index RSP Standard Life Tact US Equity RSP-A
Standard Life Bond Standard Life Cdn Bond-A
Standard Life Canadian Dividend Standard Life Cdn Dividend Growth-A
Standard Life Cdn Healthcare & Tech Standard Life Glo Science & Tech-A
Standard Life Equity Standard Life Cdn Equity-A
Standard Life Growth Equity Standard Life Cdn Small Cap-A
Standard Life Legend Euro Equity Pl Standard Life European Equity-L
Standard Life Legend Glo Equity Pl Standard Life Global Equity-L
Standard Life Legend US Gwth Equ Pl Standard Life US Mid Cap-L

View the Fund Report for Standard Life Mutual Funds.


Tuesday, July 2nd, 2002: RBC Funds Inc. Fund Mergers

Effective June 28, 2002, RBC Funds Inc. has announced the following fund mergers:

Discontinued Fund Merged Into
Royal Canadian Small Cap Royal Canadian Growth
Royal Global Technology Sector Royal E-Commerce
Royal Japanese Stock Royal Asian Growth
Royal Premium Canadian Index Royal Canadian Index
Royal Premium U.S. Index Royal U.S. Index
In addition, Royal Latin American Fund is terminated as of June 21, 2002.

View the Fund Report for RBC Funds Inc..


Tuesday, July 2nd, 2002: Industrial Alliance Pacific Life Insurance Name Changes

Effective June 28, 2002, Industrial Alliance Pacific Life Insurance has announced the following name changes:

Discontinued Fund Merged Into
Apex Canadian Advantage Apex Canadian Equity Index (Small Cap)
Apex International Advantage Apex International Equity Index
Apex U.S. Advantage Apex U.S. Equity Index
Apex U.S. Advantage/DAQ Apex U.S. DAQ Index

View the Fund Report for Industrial Alliance Pacific Life Insurance.


Tuesday, July 2nd, 2002: Mavrix Fund Management Inc. Fund Terminated

Effective June 28, 2002, Mavrix Fund Management Inc. has Terminated the Mavrix Bond Fund.

View the Fund Report for Mavrix Fund Management Inc..


 Thursday, June 27th, 2002: Mavrix Name Changes

Effective June 27, 2002, Mavrix Fund Management Inc. has renamed the following Funds:

Previous Name New Name
Mavrix Balanced Mavrix Diversified
Mavrix Canadian Value Mavrix Canadian Strategic Equity
Mavrix Income Mavrix Dividend & Income
Mavrix Strategic Fixed Income Mavrix Strategic Bond
Mavrix Sustainable Development Mavrix Sierra Equity

View the Fund Report for Mavrix Fund Management Inc.


Wednesday, June 19th, 2002: Guardian Fund Mergers

Effective June 14, 2002, GGOF Guardian Group of Funds has announced the following fund mergers:

Discontinued Fund Merged Into
Jones Heward Bond GGOF Guardian Cdn Bond Mutual
Jones Heward Canadian Balanced GGOF Alexandria Canadian Balanced
Jones Heward Money Market GGOF Guardian Cdn MMF Mutual

View the Fund Report for GGOF Guardian Group of Funds.


Monday, June 17th, 2002: Franklin Templeton Name Changes

Effective June 17, 2002, Franklin Templeton Investments has renamed the following Funds:

Previous Name New Name
Bissett Money Market Tax Class Franklin Temp Money Market Tax Cl
Bissett Money Market-A Franklin Temp Money Market-A
Bissett Money Market-F Franklin Temp Money Market-F
Bissett Retirement-A Bissett Canadian Balanced-A
Bissett Retirement-F Bissett Canadian Balanced-F
Franklin U.S. Money Market (US$) Franklin Temp US Money Market (US$)
Franklin US Money Market Tax (US$) Franklin Temp US Money Mkt Tax(US$)
Templeton Treasury Bill Franklin Templeton Treasury Bill

View the Fund Report for Franklin Templeton Investments.


Tuesday, June 4th, 2002: First Trust Portfolios Funds Terminated

Effective May 31, 2002, First Trust Portfolios has terminated the following 4 funds:

  • First Trust N.A. Tech 97 (US$)
  • First Trust N.A. Technology 97
  • First Trust Pharmaceutical 97
  • First Trust Pharmaceutical 97 (US$)

View the Fund Report for First Trust Portfolios.


Monday, June 3rd, 2002: New AEGON Mutual Funds

Effective June 1, 2002, AEGON Fund Management Inc. has launched 15 new funds:

  • imaxx Canadian Bond
  • imaxx Canadian Equity Growth
  • imaxx Canadian Equity Value
  • imaxx Canadian Fixed Pay
  • imaxx Global Companies
  • imaxx Global Sectors
  • imaxx Money Market
  • imaxx TOP Aggressive Growth Port
  • imaxx TOP Balanced Portfolio
  • imaxx TOP Conservative Portfolio
  • imaxx TOP Growth Portfolio
  • imaxx TOP RSP Balanced Portfolio
  • imaxx TOP RSP Growth Portfolio
  • imaxx US Equity Growth
  • imaxx US Equity Value

View the Fund Report for AEGON Mutual Funds.


Monday, June 3rd, 2002: New ClaringtonFunds Mutual Funds

Effective June 1, 2002, ClaringtonFunds Inc. has launched 2 new funds:

  • Clarington Canadian Income II-A
  • Clarington Canadian Income II-B

View the Fund Report for ClaringtonFunds Mutual Funds.


Friday, May 31st, 2002: New CI Mutual Funds

Effective March 31, 2002, CI Mutual Funds has launched 3 new funds:

  • CI Harbour Foreign Equity RSP
  • CI Harbour Foreign Equity Sec (US$)
  • CI Harbour Foreign Equity Sector

View the Fund Report for CI Mutual Funds.


Friday, May 31st, 2002: AIM Manager Change

Effective May 31, 2002, AIM Funds Management Inc. has announced the following portfolio manager changes:

Patrick Farmer will no longer participate in managing the following funds:

  • Trimark Interest
  • Trimark Interest - DSC
  • Trimark Interest Segregated (AIG)
  • Trimark Government Income
  • Trimark Canadian Bond
  • Trimark Canadian Bond Seg (AIG)
  • Trimark Advantage Bond
  • Trimark US Money Market (US$)
  • Trimark US Money Market (US$)-DSC
  • Trimark Global High Yield Bond
  • Trimark Global High Yld Bond (US$)
  • Trimark RSP Global High Yield Bond
  • Trimark Income Growth - DSC
  • Trimark Income Growth - SC
  • Trimark Select Balanced
  • Trimark Select Balanced Seg (AIG)
  • Trimark Global Balanced
  • Trimark Global Balanced (US$)
  • Trimark RSP Global Balanced
  • AIM Core Canadian Balanced Class

Michelle Espelien will no longer actively co-manage:
  • AIM Global Technology
  • AIM Global Technology (US$)
  • AIM Global Technology Class
  • AIM Global Technology Class (US$)
  • AIM RSP Global Technology

Dale Griffen, Ben Hock, Jonathan Schoolar and Monika Degan will not longer actively co-manage:
  • AIM Global Theme Class
  • AIM Global Theme Class (US$)
  • AIM RSP Global Theme
  • AIM Core Global Equity Class
  • AIM Core Global Equity Class (US$)
  • AIM RSP Core Global Equity

View the Fund Report for AIM Funds Management Inc.


Thursday, May 30th, 2002: Assumption Life Name Change

Effective May 29, 2002, Assumption Life has renamed the following funds:

Previous Name New Name
Assumption/MB Short Term Assumption/MB T-Max

View the Fund Report for Assumption Life.


Monday, May 27th, 2002: Mackenzie Fund Changes

Effective May 24, 2002, Mackenzie Financial Corporation has renamed the following funds:

Previous Name New Name
Universal Internet Technologies Capital Class Universal Emerging Technologies Capital Class
Universal RSP Internet Technologies Universal RSP Emerging Technologies

In addition, Mackenzie Financial Corporation has announced the following fund mergers and closures:

Discontinued Fund Merged Into
Mackenzie Univ Americas Mackenzie Univ Sel Mgrs USA Cap-B
Mackenzie Univ Americas (US$) Mackenzie Univ Sel Mgrs USA Cap-B
Mackenzie Univ Commun Capital Class Mackenzie Univ Wld Sci & Tec Cap Cl
Mackenzie Univ Communications Mackenzie Univ Wld Sci & Tec Cap Cl
Mackenzie Univ Communications (US$) Mackenzie Univ Wld Sci & Tec Cap Cl
Mackenzie Univ Global Ethics Mackenzie Univ Global Ethics Cap Cl
Mackenzie Univ Global Ethics (US$) Mackenzie Univ Global Ethics Cap Cl
Mackenzie Univ Internet Tech (US$) Mackenzie Univ Emerging Tech Cap Cl
Mackenzie Univ Internet Tech Mackenzie Univ Emerging Tech Cap Cl
Mackenzie Univ Japan Mackenzie Univ Sel Mgr Japan CpCl-B
Mackenzie Univ Japan (US$) Mackenzie Univ Sel Mgr Japan CpCl-B
Mackenzie Univ RSP Communications Mackenzie Univ RSP Wld Sci & Tech
Mackenzie Univ Wld Real Estate Mackenzie Univ Wld Real Est Cap Cl
Mackenzie Univ Wld Real Estate(US$) Mackenzie Univ Wld Real Est Cap Cl/TD>
Mackenzie Univ Wld Resource Mackenzie Univ Wld Resource Cap Cl
Mackenzie Univ Wld Resource (US$) Mackenzie Univ Wld Sci & Tec Cap Cl
Mackenzie Univ Wld Sci & Tech Mackenzie Univ Wld Sci & Tec Cap Cl
Mackenzie Univ World Value Mackenzie Univ Divers Equ Capital
Mackenzie Univ World Value (US$) Mackenzie Univ Divers Equ Capital

The following funds have also been closed to new investors.

  • Universal Select Managers USA Cap Class-B
  • Universal Select Managers Japan Cap Class-B

View the Fund Report for Mackenzie Financial Corporation.


Wednesday, May 22nd, 2002: Counsel Fund Merger

Effective May 17, 2002, Counsel Wealth Management has announced the following fund merger:

Discontinued Fund Merged Into
Counsel International Managed RSP Counsel Balanced RSP Portfolio

View the Fund Report for Counsel Wealth Management.


Tuesday, May 21st, 2002: CM Name Change

Effective March 28, 2002, CM Investment Management Inc. has renamed the following Funds:

Previous Name New Name
Renaissance Select Cdn Balanced Renaissance Canadian Balanced
Renaissance Select Global Value Renaissance Global Value
Renaissance Select Global Value RSP Renaissance Global Value RSP
Renaissance Select Int'l Growth Renaissance International Growth
Renaissance Select Int'l Growth RSP Renaissance Int'l Growth RSP

View the Fund Report for CM Investment Management Inc.


Tuesday, May 21st, 2002: SSQ VIE Name Change

Effective May 17, 2002, SSQ VIE Inv et retraite(Astra) has renamed the following Funds:

Previous Name New Name
Astra Actions Americaines Astra McLean Budden U.S. Equity
Astra Actions Can. - Serie II Astra OAM Canadian Equity
Astra Actions Canadiennes Astra Natcan Canadian Equity
Astra American Dynamic Equity Astra AGF U.S. Equity
Astra Canadian Dynamic Equity Astra AIC Canadian Equity
Astra Canadian Growth Equity Astra Greystone Cdn Growth Equity
Astra Canadian Small Capitalization Astra Canadian Small Cap Equity
Astra Canadian Value Equity Astra JFL Cdn Value Equity
Astra Diversified Dynamic Astra Ivy Diversified Growth & Inc
Astra Diversified Growth Astra McLean Budden Diversif Growth
Astra Dynamique Astra Growth Strategy
Astra Equilibre Astra Balanced Strategy
Astra Global Dynamic Equity Astra Global Equity
Astra Index Audacious Astra Growth Index
Astra Index Conservative Astra Conservative Index
Astra Index Growth & Income Astra Growth & Income Index
Astra Index World Astra World Index
Astra Indice americain RER Astra U.S. RSP Index
Astra Obligations Astra Natcan Bond
Astra Obligations - Serie II Astra Addenda Bond
Astra Securitaire Astra Conservative Strategy

View the Fund Report for SSQ VIE Inv et retraite(Astra).


Friday, May 17th, 2002: AIM Fund closure

Effective May 17, 2002, Trimark Canadian Small Companies Fund is not long available to new investors.

View the Fund Report for AIM Funds Management Inc.


Thursday, May 16th, 2002: Tradex Fund Merger

Effective May 10, 2002, Tradex Management Inc. has announced the following fund merger:

Discontinued Fund Merged Into
Tradex Canadian Growth Tradex Equity Fund Limited

View the Fund Report for Tradex Management Inc.


Tuesday, May 15th, 2002: Mackenzie Funds Terminated

Effective May 10, 2002, Mackenzie Financial Corporation has terminated the following 2 segregated funds:

  • Mackenzie Universal Americas Seg Fund
  • Mackenzie Universal World Value Seg Fund

View the Fund Report for Mackenzie Financial Corporation.


Wednesday, May 1st, 2002: Spectrum Manager Change

Effective May 1, 2002, Spectrum Investments has announced the following portfolio manager change:

Fund Name Previous Managers New Managers
Spectrum Canadian Resource Gaelen Morphet Graham Birch & Evy Hambro

View the Fund Report for Spectrum Investments.


Wednesday, May 1st, 2002: New Maritime Funds

Effective May 1, 2002, Maritime Life Assurance Co. has launched 35 new segregated funds:

  • Maritime Life AIM RSP Int Gwth-A&C
  • Maritime Life AIM RSP Int Gwth-B
  • Maritime Life Canada 60 Index-A&C
  • Maritime Life Canada 60 Index-B
  • Maritime Life Cdn Dividend-A
  • Maritime Life Cdn Dividend-B
  • Maritime Life Cdn Dividend-C
  • Maritime Life Cdn Small Cap A&C
  • Maritime Life Cdn Small Cap-B
  • Maritime Life Income-A
  • Maritime Life Income-B
  • Maritime Life Income-C
  • Maritime Life International Equ-A&C
  • Maritime Life International Equ-B
  • Maritime Life Managed-A&C
  • Maritime Life Managed-B
  • Maritime Life Simp Plus Gwth Po-A&C
  • Maritime Life Simp Plus Gwth Port-B
  • Maritime Life Simp Plus Inc Po-A&C
  • Maritime Life Simp Plus Inc Port-B
  • Maritime Life Simp Plus Perf Po-A&C
  • Maritime Life Simp Plus Perf Port-B
  • Maritime Life Tri RSP Glo Bal-A&C
  • Maritime Life Tri RSP Glo Bal-B
  • Maritime Life U.S. 500 Index-A&C
  • Maritime Life U.S. 500 Index-B
  • Maritime Life U.S. Equity-A&C
  • Maritime Life U.S. Equity-B
  • Maritime Life Value Equity-A&C
  • Maritime Life Value Equity-B
  • Synchrony Conservative Port A&C
  • Synchrony Conservative RRSP Po A&C
  • Synchrony Income & Growth Port A&C
  • Synchrony Performance Portfolio A&C
  • Synchrony Performance RRSP Port A&C

Effective April April 30, 2002, Maritime Life Assurance Co. has terminated the following 12 segregated funds: /P>

  • Maritime Life AGF Cdn Agg All Cap-B
  • Maritime Life AGF Cdn AggAllCap-A&C
  • Maritime Life AGF Cdn Balanced-A&C
  • Maritime Life AGF Cdn Balanced-B
  • Maritime Life AGF Cdn Value-A&C
  • Maritime Life AGF Cdn Value-B
  • Maritime Life AGF Wld Equ RSP-A&C
  • Maritime Life AGF Wld Equ RSP-B
  • Maritime Life Fid Overseas-A&C
  • Maritime Life Fid Overseas-B
  • Maritime Life Tal Cdn Equ Gwth-A&C
  • Maritime Life Tal Cdn Equ Gwth-B

View the Fund Report for Maritime Life Assurance Co.


Wednesday, May 1st, 2002: Clarington Fund Closed

Effective April 15, 2002, Clarington Digital Economy Class Fund is not long available to new investors.

View the Fund Report for Clarington Funds Inc.


Wednesday May 1, 2002: TSE and CDNX Name Changes

Canadian Venture Exchange Name Change

The name of the Canadian Venture Exchange has been changed to the TSX Venture Exchange.

TSE Index Name Changes

On May 1, 2002 the name of the TSE 300 Composite will change to the S&P/TSX Composite. The S&P/TSX's new globeinvestor.com symbol is TSX-I. The number of companies which make up the index will no longer be fixed at 300, but will be allowed to float. Companies added must meet all of S&P's criteria. Any company whose shares are candidates for inclusion in the S&P/TSX Composite Index must be incorporated under Canadian federal, provincial, or territorial jurisdictions and listed on the TSX. Limited Partnerships, Royalty Trusts, Real Estate Investment Trusts, preferred shares, exchangeable shares, and other financial instruments that the committee deems not appropriate as candidates, are not eligible for inclusion in the index.

End-of-day values for the TSE 300 Composite will continue to be calculated, but no intraday values will be available.

The name of the S&P/CDNX Composite will change to the S&P/TSX Venture Composite. The criteria for inclusion and maintenance will be unaffected by this change.

For all other index names in which the acronym TSE occurs, TSE will be changed to TSX.

On March 22, 2002 Standard & Poors and the TSE introduced the Global Industry Classification Standard (GICS) to Canada. The current TSE 300 Composite Index uses a classification system that divides stocks into 14 groups and is unique to the Canadian marketplace. GICS - developed by Standard & Poor's and Morgan Stanley Capital International (MSCI) - was created in response to the global financial community's need for a single and consistent set of industry definitions. GICS has rapidly gained worldwide acceptance and its use in the S&P/TSX Composite will allow investors to accurately compare the performance of Canadian indices with those around the world. Nine new Canadian GICS have been introduced, in addition to the four which were introduced in September, 2000.


Tuesday, April 30th, 2002: AIM Name Change

Effective April 30, 2002, AIM Funds Management Inc. has renamed the following funds:

Previous Name New Name
AIM American Blue Chip Growth AIM American Growth
AIM American Blue Chip Growth (US$) AIM American Growth (US$)
AIM RSP American Blue Chip Growth AIM RSP American Growth

View the Fund Report for AIM Funds Management Inc.


Monday, April 29th, 2002: New AIC Fund

Effective April 29, 2002, AIC Limited has launched a new AIC Total Yield Corporate Class fund.

View the Fund Report for AIC Limited.


Tuesday, April 23rd, 2002: Northwest Fund Merger

Effective April 19, 2002, Northwest Mutual Funds Inc. has announced the following fund mergers:

Discontinued Fund Merged Into
Northwest Specialty Resource Northwest Specialty Equity

View the Fund Report for Northwest Mutual Funds Inc.


Friday, April 19th, 2002: New CI Mutual Funds

Effective April 12, 2002, CI Mutual Funds has launched 4 new funds.

  • Altrinsic Opportunities
  • Altrinsic Opportunities (US$)
  • CI Multi-Manager Opportunities
  • CI Multi-Manager Opportunities(US$)

View the Fund Report for CI Mutual Funds.


Monday, April 15th, 2002: New RBC Fund

Effective April 15, 2002, RBC Funds Inc. has launched the Royal Tax Managed Return fund.

View the Fund Report for RBC Funds Inc.


Wednesday, April 10th, 2002: Astra Manager Change

Effective April 8, 2002, SSQ VIE Inv et retraite(Astra) has announced the following fund name and portfolio manager changes:

Fund Name Previous Managers New Managers
Astra Dynamique Franklin Templeton Mgmt. - Mgmt. Team Jarislowsky Fraser Ltd. - Mgmt. Team
Astra Equilibre Franklin Templeton Mgmt. - Mgmt. Team Jarislowsky Fraser Ltd. - Mgmt. Team
Astra Securitaire Franklin Templeton Mgmt. - Mgmt. Team Jarislowsky Fraser Ltd. - Mgmt. Team


The Astra Health has been renamed to Astra Talvest Global Health Care Fund

View the Fund Report for SSQ VIE Inv et retraite(Astra).


Thursday, April 4th, 2002: TD Manager Change

Effective March 30, 2001, TD Asset Management Inc. has announced the following portfolio manager change:

Fund Name Previous Managers New Managers
TD Global Government Bond Fund David Gibbon and Mark Settles Satish Rai and Geoff Wilson

View the Fund Report for TD Asset Management Inc.


Tuesday, April 2nd, 2002: Excel Fund Terminated

Effective March 31, 2002, Excel Funds Management Inc. has terminated Excel G3 RSP fund.

View the Fund Report for Excel Funds Management Inc.


Tuesday, March 26th, 2002: Cartier Manager Change

Effective March 1, 2002, Cartier Mutual Funds Inc. has announced the following portfolio manager changes:

Fund Name Previous Manager New Manager
Cartier U.S. Equity Fund Alain Guilmette & associés Holdun Investment Management Inc.


Cartier Mutual Funds Inc. has also renamed the following fund:

Previous Name New Name
Cartier Canadian Asset Allocation Fund Cartier Tactical Asset Allocation Fund

View the Fund Report for Cartier Mutual Funds Inc.


Friday, March 8th, 2002: AGF Name Change

Effective March 8, 2002, AGF Funds Inc. has renamed the following fund:

Previous Name New Name
AGF Managed Futures Value Fund AGF Managed Futures Fund


Effective March 8, 2002, AGF Funds Inc. has announced the following portfolio manager change:

Fund Name Previous Manager New Manager
AGF Managed Futures Fund John Di Tomasso AGF Management Team

View the Fund Report for AGF Funds Inc.


Wednesday, March 6th, 2002: New Mackenzie Funds

Effective March 6, 2002, Mackenzie Financial Corporation has launched 7 new series 'T' funds:

  • MAXXUM Pension 'T'
  • Mackenzie Balanced 'T'
  • Mackenzie Cundill Cdn Balanced 'T'
  • Mackenzie Cundill Glo Balanced 'T'
  • Mackenzie Ivy Global Balanced 'T'
  • Mackenzie Ivy Growth & Income 'T'
  • Mackenzie Univ Cdn Balanced 'T'

View the Fund Report for Mackenzie Financial Corporation .


Tuesday, March 5th, 2002: Stone Name Change

Effective March 4, 2001, Stone Funds has renamed the following fund:

Previous Name New Name
CAMF (Cdn-Anaesthetists) Fund CAMAF Corporate Class Fund

View the Fund Report for Stone Funds.


Monday, March 4, 2002: Fidelity Manager Change

Effective March 1, 2002, Fidelity Investments Canada Ltd. has announced the following portfolio manager changes:

Fund Name Previous Manager New Manager
Fidelity Focus Consumer Ind-A (US$) John Porter Brian Hanson
Fidelity Focus Consumer Indust. Cl John Porter Brian Hanson
Fidelity Focus Consumer Indust.-A John Porter Brian Hanson
Fidelity Focus Health Care Class Yolanda Strock Steve Calhoun
Fidelity Focus Health Care-A Yolanda Strock Steve Calhoun
Fidelity Focus Health Care-A (US$) Yolanda Strock Steve Calhoun
Fidelity RSP Focus Healthcare-A Yolanda Strock Steve Calhoun
Fidelity Focus Natural Res-A (US$) Scott Offen John Porter
Fidelity Focus Natural Resources Cl Scott Offen John Porter
Fidelity Focus Natural Resources-A Scott Offen John Porter

View the Fund Report for Fidelity Investments Canada Ltd.


Thursday, February 28th, 2002: CM Name Change

Effective February 28, 2002, CM Investment Management Inc. (formally Merrill Lynch Investment Mgrs) has renamed the following Funds:

Previous Name New Name
Merrill Lynch Canadian Balanced Val Renaissance Canadian Balanced Value
Merrill Lynch Canadian Bond Renaissance Canadian Bond
Merrill Lynch Canadian Growth Renaissance Canadian Growth
Merrill Lynch Canadian Income Trust Renaissance Canadian Income Trust
Merrill Lynch Canadian Small-Cap Renaissance Canadian Small-Cap
Merrill Lynch Canadian T-Bill Renaissance Canadian T-Bill
Merrill Lynch Cdn Core Value Renaissance Canadian Core Value
Merrill Lynch Cdn High Yield Bond Renaissance Cdn High Yield Bond
Merrill Lynch Cdn Money Market Renaissance Canadian Money Market
Merrill Lynch Developing Cap Mkt Renaissance Developing Cap Markets
Merrill Lynch Euro Renaissance Euro
Merrill Lynch Global Growth Renaissance Global Growth
Merrill Lynch Global Growth RSP Renaissance Global Growth RSP
Merrill Lynch Global Sectors Renaissance Global Sectors
Merrill Lynch Global Sectors RSP Renaissance Global Sectors RSP
Merrill Lynch Global Technology Renaissance Global Technology
Merrill Lynch Global Technology RSP Renaissance Global Technology RSP
Merrill Lynch Int'l RSP Index Renaissance International RSP Index
Merrill Lynch Sel Global Value RSP Renaissance Select Global Value RSP
Merrill Lynch Select Cdn Balanced Renaissance Select Cdn Balanced
Merrill Lynch Select Global Value Renaissance Select Global Value
Merrill Lynch Select Int'l Growth Renaissance Select Int'l Growth
Merrill Lynch Select Int'l Gwth RSP Renaissance Select Int'l Growth RSP
Merrill Lynch Triple A 50 Renaissance Tactical Allocation
Merrill Lynch Triple A 50 RSP Renaissance Tactical Allocation RSP
Merrill Lynch U.S. Basic Value Renaissance U.S. Basic Value
Merrill Lynch U.S. Fundamental Gwth Renaissance U.S. Fundamental Gwth
Merrill Lynch U.S. Money Mkt (US$) Renaissance U.S. Money Market (US$)
Merrill Lynch U.S. RSP Index Renaissance U.S. RSP Index

In addition, the following 6 funds will be terminated as of February 28, 2002:

  • Merrill Lynch Core Holdings
  • Merrill Lynch Core Holdings (US$)
  • Merrill Lynch Instituat'l Hld (US$)
  • Merrill Lynch Institutional Hldgs
  • Merrill Lynch Select Ten
  • Merrill Lynch Select Ten (US$)

View the Fund Report for CM Investment Management Inc.


Thursday, February 28th, 2002: AIM Manager Change

Effective February 28, 2002, Joseph Skornicka has replaced Jeffery Morris as the portfolio manager for following funds:

  • AIM Global Sector Managers Cl (US$)
  • AIM Global Sector Managers Class
  • AIM RSP Global Sector Managers
  • AIM Global Financial Ser Cl (US$)
  • AIM Global Financial Services Class
  • AIM RSP Global Financial Services

View the Fund Report for AIM Funds Management Inc.


Monday, February 18th, 2002: New ClaringtonFunds

Effective February 18, 2002, ClaringtonFunds Inc. has launched 2 new funds:

  • Clarington Canadian Growth
  • Clarington U.S. Lrg Cap Value Class

View the Fund Report for ClaringtonFunds Inc.


Friday, February 1st, 2002: Stone Acquisition

Effective February 1, 2002, Stone & Co. Limited has acquired Lion Funds Management Inc. and announced the following name changes:

Previous Name New Name
Yorkton Knowledge Industries Stone & Co. Flagship Knowledge Ind
Yorkton Health Science Stone & Co. Health Science

These funds will be listed under Stone & Co. Limited.

View the Fund Report for Stone Funds.


Friday, February 1st, 2002: New CIBC funds

Effective February 1, 2002, CIBC Securities Inc. has launched 9 new portfolio funds:

  • CIBC Managed Aggress Growth RRSP Po
  • CIBC Managed Aggressive Growth Port
  • CIBC Managed Balanced Growth Port
  • CIBC Managed Balanced Gwth RRSP Po
  • CIBC Managed Balanced Portfolio
  • CIBC Managed Growth Portfolio
  • CIBC Managed Growth RRSP Port
  • CIBC Managed Income Plus Portfolio
  • CIBC Managed Income Portfolio

View the Fund Report for CIBC Securities Inc.


Thursday, January 31st, 2002: Clarica name change

Effective January 2, 2002, Clarica Mutual Funds has renamed the following funds:

Previous Name New Name
Clarica Premier Blue Chip Clarica Canadian Blue Chip
Clarica Premier Blue Chip A Clarica Canadian Blue Chip A
Clarica Premier Diversified Clarica Canadian Diversified
Clarica Premier Diversified A Clarica Canadian Diversified A
Clarica Premier Growth Clarica Canadian Small/Mid Cap
Clarica Premier Growth A Clarica Canadian Small/Mid Cap A
Clarica SF Premier Blue Chip Clarica SF Canadian Blue Chip
Clarica SF Premier Blue Chip A Clarica SF Canadian Blue Chip A
Clarica SF Premier Diversified Clarica SF Canadian Diversified
Clarica SF Premier Diversified A Clarica SF Canadian Diversified A
Clarica SF Premier Growth Clarica SF Canadian Small/Mid Cap
Clarica SF Premier Growth A Clarica SF Canadian Small/Mid Cap A

View the Fund Report for Clarica Mutual Funds.


Wednesday, January 30th, 2002: New Elliot & Page funds

Effective January 30, 2002, Elliott & Page Ltd. has launched 2 new funds:

  • Elliott & Page International Equity
  • Elliott & Page Total Equity

View the Fund Report for Elliott & Page Ltd.


Wednesday, January 30th, 2002: New Fidelity funds

Effective January 30, 2002, Fidelity Investments Canada Ltd. has launched 3 new funds:

  • Fidelity Global Opportunities-A
  • Fidelity Glo Opportunities-A (US$)
  • Fidelity RSP Global Opportunities-A

View the Fund Report for Fidelity Investments Canada Ltd.


Tuesday, January 29th, 2002: AIM Manager addition

Effective January 28, 2002, Heather Peirce is the new addition manager for following funds:

  • AIM American Blue Chip Growth
  • AIM American Blue Chip Growth (US$)
  • AIM RSP American Blue Chip Growth

View the Fund Report for AIM Funds Management Inc.


Monday, January 28th, 2002: Fidelity Manager change

Effective January 23, 2002, Telis Bertsekas has replaced Chris Zepf as the new manager for following funds:

Fund Name Previous Manager New Manager
Fidelity Focus Technology Class Chris Zepf Telis Bertsekas
Fidelity Focus Technology-A Chris Zepf Telis Bertsekas
Fidelity Focus Technology-A (US$) Chris Zepf Telis Bertsekas
Fidelity RSP Focus Technology-A Chris Zepf Telis Bertsekas

View the Fund Report for Fidelity Investments Canada Ltd.


Friday, January 25th, 2002: New Counsel funds

Effective January 22, 2002, Counsel Wealth Management has launched 7 new portfolio funds:

  • Counsel All Equity Portfolio
  • Counsel All Equity RSP Portfolio
  • Counsel Balanced Portfolio
  • Counsel Balanced RSP Portfolio
  • Counsel Conservative Portfolio
  • Counsel Growth Portfolio
  • Counsel Growth RSP Portfolio

View the Fund Report for Counsel Wealth Management.


Monday, January 21st, 2002: Mackenzie fund merger

Effective January 18, 2002, Mackenzie Financial Corporation has announced the following fund mergers:

Discontinued Fund Merged Into
Mackenzie Univ Wld High Yield Mackenzie Yield Advantage
Mackenzie Ind Equity Fund Ltd Mackenzie Ivy Enterprise

View the Fund Report for Mackenzie Financial Corporation.


Tuesday, January 15th, 2002: New Manulife funds

Effective January 14, 2002, Manulife Financial has launched 14 new segregated funds:

  • MLI AIC Advantage II GIF2
  • MLI AIC Advantage II GIFe2
  • MLI AIC American Focused GIF2
  • MLI AIC American Focused GIFe2
  • MLI American Equity Index GIF2
  • MLI Cdn Small Cap Equity (Sax) GIFe
  • MLI Dollar Cost Averaging GIF2
  • MLI Dollar Cost Averaging GIFe2
  • MLI E&P Int'l Equity (Seamark) GIF2
  • MLI E&P Int'l Equity (Seamark) GIFe
  • MLI E&P Int'l Equity (Seamark)GIFe2
  • MLI Tax Managed Gwth Asset All GIF2
  • MLI Tax Managed Gwth Asset All GIFe
  • MLI Tax Managed Gwth Asset AllGIFe2

View the Fund Report for Manulife Financial.


Friday, January 11th, 2002: TD manager change

Effective December 2001, Charles Edwardes-Ker has replaced Paul Chesson as the new manager for TD Japanese Growth Fund.

View the Fund Report for TD Asset Management Inc.


Thursday, January 10th, 2002: New VentureLink funds

Effective December 18, 2001, VentureLink Group of Funds has launched 5 new Labour Sponsor funds:

  • VentureLink Brighter Future Bal
  • VentureLink Brighter Future Equ I
  • VentureLink Brighter Future Equ II
  • VentureLink Financial Serv Innov I
  • VentureLink Financial Serv Innov II

View the Fund Report for VentureLink Group of Funds.


Tuesday, January 8th, 2002: Mackenzie name change

Effective October 25, 2001, Mackenzie Financial Corporation has renamed the Mackenzie Univ World Value Capital to Mackenzie Univ Divers Equ Capital fund.

View the Fund Report for Mackenzie Financial Corporation.


Tuesday, January 8th, 2002: Sentry name change

Effective December 20, 2001, Sentry Select Capital Corp. has renamed the Sentry Select Real Estate Securities to Sentry Select REIT

View the Fund Report for Sentry Select Capital Corp.


Monday, January 7th, 2002: Opus funds terminated

Effective January 4, 2002, the following three funds offered by Opus 2 Financial Inc. have been terminated:

  • Opus 2 Ambassador Balanced Port
  • Opus 2 Ambassador Conservative Port
  • Opus 2 Ambassador Growth Portfolio

View the Fund Report for Opus 2 Financial Inc.


Thursday, January 3rd, 2002: New National Life funds

Effective January 1, 2002, National Life has launched 35 new funds:

  • NL Bond
  • NL Bond - Series 2
  • NL Boomernomics (CI)
  • NL Canadian Equity (Bissett)
  • NL Canadian Equity (Dynamic)
  • NL Canadian Equity Growth
  • NL Canadian Equity Index
  • NL Canadian Equity Value
  • NL Diversified
  • NL Diversified Opportunity
  • NL Diversified Security
  • NL Dividend
  • NL European Equity (ABN)
  • NL Fidelity Canadian Growth
  • NL Fidelity Cdn Asset Allocation
  • NL Fidelity European Growth
  • NL Fidelity True North
  • NL Global Equity (ABN)
  • NL Global Equity (Temp)
  • NL Global Financial Services (CI)
  • NL Global Health Care (Talvest)
  • NL Global Technology (ABN)
  • NL Income
  • NL International Equity (MB)
  • NL International Equity (Temp)
  • NL International Equity Index
  • NL Money Market
  • NL Multi-Management Div Aggressive
  • NL Multi-Management Divers Opport
  • NL Multi-Management Equity
  • NL Select Canadian
  • NL U.S. DAQ Index
  • NL U.S. Equity (AGF)
  • NL U.S. Equity (LM)
  • NL U.S. Equity Index

View the Fund Report for National Life.


Wednesday, January 2nd, 2002: ING manager change

Effective January 2, 2001, ING Funds has announced that Werner Muehlemann has been appointed portfolio manager of ING Canadian Small Cap Equity Fund . The Fund was previously managed by Jean-François Tardif.

View the Fund Report for ING Funds.


Wednesday, January 2nd, 2002: Comm Union funds terminated

Effective January 2, 2002, the following four funds offered by Comm Union Life Assur Co of Can have been terminated:

  • Commercial Union Asset Allocation
  • Commercial Union Cdn Bond Index
  • Commercial Union Cdn MMF
  • Commercial Union Int'l G7 Index

Wednesday, January 2nd, 2002: Commercial Union Management Change

Manulife Financial has taken over the management and renamed the following two Commerical Union funds

Previous Names New Name
Commercial Union U.S. Equity Index MLI American Equity Index GIF
Commercial Union Cdn TSE35 MLI TSE Equity Index GIF

View the Fund Report for Manulife Financial.


Wednesday, January 2nd, 2002: New Manulife Financial Fund

Manulife Financial has launched a new MLI American Equity Index GIF2 fund

  • MLI American Equity Index GIF2 fund

View the Fund Report for Manulife Financial.


Wednesday, January 2nd, 2002: Centerfire fund change

StrategicNova Inc. has acquired the management contract for the Centerfire Growth Fund Inc. Following a shareholder meeting that was held on November 30, 2001, a special resolution was passed to change the name of Centerfire Growth Fund Inc. to "StrategicNova Venture Growth Fund Inc." as of January 2, 2002.

In addition, the current advisors for this fund are Gary Selke and Frank L. Mersch.

View the Fund Report for StrategicNova Mutual Funds.


Wednesday, January 2nd, 2002: IRIS fund changes

Effective December 31, 2001, Laurentian Bank has announced the following fund mergers and name changes:

Discontinued Fund Merged Into
IRIS Canadian Equity Index Plus R Canadian Equity
IRIS Money Market R Money Market
IRIS Mortgage R Bond
IRIS Nasdaq 100 RSP Index R Techno Media
IRIS Tactical Option Balanced R Balanced
IRIS US Equity R American
R Europe Techno-Media R Techno Media
R Europe Techno Media RSP R Techno Media RSP
R Small & Mid-Cap European R European Fund
R Small & Mid-Cap European RSP R European RSP

Name Changes

Previous Name New Name
IRIS Balanced R Balanced
IRIS Bond R Bond
IRIS Canadian Equity R Canadian Equity
IRIS Dividend R Dividend
IRIS Global Equity R Global Equity
IRIS N.A. High Yield Bond R N.A. High Yield Bond
IRIS Small Cap Canadian Equity R Small Cap Canadian Equity
IRIS Strategic Growth Option Bal R Monthly Income Balanced

View the Fund Report for R Funds (BLC-Rothschild).


Wednesday, January 2nd, 2002: RSA Management change

Effective January 2, 2002, Maritime Life Assurance Co. has taken over the management for all Royal and SunAlliance funds.

All RSA funds have been renamed as follow.

Previous Names New Name
RSA Balanced Maritime Life Managed-R
RSA Balanced Series II Maritime Life Managed II-R
RSA Canada 60 Index Maritime Life Canada 60 Index-R
RSA Canadian Growth Maritime Life Cdn Growth-R
RSA Canadian Growth Series II Maritime Life Cdn Growth II-R
RSA Dividend Maritime Life Cdn Dividend-R
RSA Dividend Series IIV Maritime Life Cdn Dividend II-R
RSA Equity Maritime Life Value Equity-R
RSA Equity Series II Maritime Life Value Equity II-R
RSA Europe 50 Index Maritime Life Euro 50 Index-R
RSA European Equity Maritime Life European Equity-R
RSA European Equity Series II Maritime Life European Equity II-R
RSA Global Emerg Market Series II Maritime Life Glo Emerg Mkts II-R
RSA Global Emerging Market Maritime Life Glo Emerg Mkts-R
RSA Income Maritime Life Income-R
RSA Income Series II Maritime Life Income II-R
RSA International Equity Maritime Life International Equ-R
RSA International Equity Series II Maritime Life Internat'l Eq II-R
RSA Money Market Maritime Life Short Term-R
RSA Money Market Series II Maritime Life Short Term II-R
RSA PacRim Equity Series II Maritime Life Far East Equity II-R
RSA Pacific Rim Equity Maritime Life Far East Equity-R
RSA Simplicity Plus Growth Portf. Maritime Life Simp Plus Gwth Port-R
RSA Simplicity Plus Income Portf. Maritime Life Simp Plus Inc Port-R
RSA Simplicity Plus Performance Pt Maritime Life Simp Plus Perf Port-R
RSA Trimark Advantage Bond Maritime Life Trimark Adv Bond-R
RSA Trimark Canadian Resources Maritime Life Trimark Cdn Res-R
RSA Trimark Discovery Maritime Life Trimark Discovery-R
RSA Trimark Europlus Maritime Life Trimark Europlus-R
RSA U.S. 500 Index Maritime Life U.S. 500 Index-R
RSA U.S. Equity Maritime Life U.S. Equity-R
RSA U.S. Equity Series II Maritime Life U.S. Equity II-R
RSA US Opportunities 100 Index Maritime Life US Opport 100 Index-R

View the Fund Report for Maritime Life Assurance Co.


Wednesday, January 3rd, 2002: New Arrow fund

Effective January 1, 2002, Arrow Hedge Partners Inc. has launched a new Arrow Global RSP Multimanager fund.

View the Fund Report for Arrow Hedge Partners Inc.


Wednesday, January 3rd, 2002: New Mackenzie fund

Effective January 2, 2002, Mackenzie Financial Corporation is launching the VenGrowth Advanced Life Sciences fund.

View the Fund Report for Mackenzie Financial Corporation.


Wednesday, January 3rd, 2002: Mackenzie manager change

Effective January 2, 2002, Frederick Sturm has replaced Alexander Christ as the new manager for Mackenzie Growth Fund.

View the Fund Report for Mackenzie Financial Corporation.


Wednesday, January 3rd, 2002: Altamira funds terminated

Effective December 31, 2001, the following four funds offered by Altamira Investment Services Inc. have been terminated:

  • Altamira Leisure and Recreation
  • Altamira Precision Pacific Index
  • Altamira RSP Glo Telecommunications
  • Altamira RSP Global 20

View the Fund Report for Altamira Investment Services Inc.

2001 Fund Changes