|
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:
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.
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
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