Fund Changes - 2003 Report on Mutual Funds | 2004 | 2003 | 2002 | 2001 Wednesday, December 31st, 2003: New Acuity Fund Effective December 31, 2003, Acuity Funds has launched the following fund: Acuity Pooled Growth and Income View the Fund Report for Acuity Funds. Tuesday, December 30th, 2003: Equitable Life Name Changes Effective December 24, 2003, Equitable Life Insurance Co. of Canada has changed the name of the following funds: Previous Name New Name Equitable Life Cdn Equity Value Equitable Life MB Cdn Equ Val Equitable Life Int'l Fixed Inc Equitable Life Tmpltn Glo Bnd Equitable Life Global Growth Equitable Life Templeton Growth View the Fund Report for Equitable Life Insurance Co. Tuesday, December 30th, 2003: Olympus Name Changes Effective December 23, 2003, Olympus United Group Inc. has changed the name of the following funds: Previous Name New Name Olympus United Strategic Olympus Global Trading Olympus United Beta Neutral Olympus Tactical Trading View the Fund Report for Olympus United Group Inc. Tuesday, December 30th, 2003: Acker Finley Name Change Effective December 23, 2003, Acker Finley has changed the name of the following fund: Previous Name New Name QSA e-business QSA US Value 50 Cdn$ View the Fund Report for Acker Finley. Tuesday, December 30th, 2003: Elliott & Page Fund Terminated Effective December 16, 2003, Elliott & Page Ltd. has terminated the following fund: Elliott & Page European Equity View the Fund Report for Elliott & Page Ltd. Tuesday, December 30th, 2003: New Franklin Fund Effective December 22, 2003 Franklin Templeton Investments has launched the following funds: Bissett Canadian Short Term Bond-A Bissett Inc Trust & Dividend -A Bissett Canadian Short Term Bond-F Bissett Inc Trust & Dividend - F View the Fund Report for Franklin Templeton Investments. Tuesday, December 30th, 2003: New Sentry Fund Effective December 17, 2003 Sentry Select Capital Corp. has launched the following fund : Sentry Select Focused 50 Income Fd View the Fund Report for Sentry Select Capital Corp. Tuesday, December 30th, 2003: Montrusco Funds Termintated Effective December 19, 2003 Montrusco Bolton Inc. has terminated the following funds: Montrusco Bolton Cont. Europe Equ Montrusco Bolton Canadian Company Montrusco Bolton U.S. Indexed (US$) View the Fund Report for Montrusco Bolton Inc. Thursday, December 18th, 2003: New Mackenzie Funds Effective December 17, 2003 Mackenzie Financial Corporation has launched the following funds: Keystone Conservative Portfolio Keystone Balanced Growth Portfolio Keystone Balanced Portfolio Keystone Growth Portfolio Keystone Templeton Intl Stock Cap View the Fund Report for Mackenzie Financial Corporation. Thursday, December 18th, 2003: New Sentry Fund Effective December 17, 2003 Sentry Select Capital Corp. has launched the following fund: Sentry Select Focused 50 Income Fd View the Fund Report for Sentry Select Capital Corp. Thursday, December 18th, 2003: First Trust Funds Terminated Effective December 15, 2003, First Trust Portfolios has terminated the following funds: First Trust Biotechnology 2000 First Trust Biotechnology 2000(US$) First Trust Cdn Leading Co Gwth2000 First Trust Cdn Leading Cos 2001 First Trust Glo Fin Serv 2000 (US$) First Trust Glo Fin Serv 2002 (US$) First Trust Glo Financial Serv 2000 First Trust Glo Financial Serv 2002 First Trust Global Lead Cos 01(US$) First Trust Global Leading Cos 2001 First Trust New Economy 2000 First Trust New Economy 2000 (US$) First Trust RSP N.A. Tech. 2000 First Trust RSP Pharmaceutical 2000 First Trust Technology 2000 First Trust Technology 2000 (US$) First Trust Technology 2001 First Trust Technology 2001 (US$) Lehman Bros 10 Uncom Values 20 Lehman Bros 10 Uncom Values 20(US$) Effective December 15, 2003, First Trust Portfolios has terminated the following funds as they have matured and assets have been dissolved: First Trust N.A. Finan. Instit. 98 First Trust N.A. Tech 98 (US$) First Trust N.A. Tech 99 (US$) First Trust N.A. Technology 98 First Trust N.A. Technology 99 First Trust Pharmaceutical 98 First Trust Pharmaceutical 98 (US$) First Trust Pharmaceutical 99 First Trust Pharmaceutical 99 (US$) First Trust Wld's Lead Brands '98 First Trust Wld's Lead Brds'98(US$) First Trust Cdn Leading Co Gwth '99 First Trust DJ Internet Idx99(US$) First Trust DJ Internet Index 99 First Trust DJIA Target 10 99 First Trust DJIA Target 10 99 (US$) View the Fund Report for First Trust Portfolios. Thursday, December 18th, 2003: Maritime Life Funds Terminated Effective December 12, 2003, Maritime Life Assurance Co. has terminated the following funds: Maritime Life Cdn Dividend-A Maritime Life Cdn Dividend-B Maritime Life Cdn Dividend-C Maritime Life Income-A Maritime Life Income-B Maritime Life Income-C Maritime Life Divers. Equity-A&C Maritime Life Divers. Equity-B Maritime Life Tal Small Cap Cdn-A&C Maritime Life Tal Small Cap Cdn-B View the Fund Report for Maritime Life Assurance Co. Thursday, December 18th, 2003: New Merrill Lynch Fund Effective December 16, 2003, Merrill Lynch Canada Inc. has launched the following fund: BDC China Dragon Index Notes, 1 View the Fund Report for Merrill Lynch Canada Inc. Thursday, December 18th, 2003: Ethical Fund Mergers Effective December 15, 2003, Ethical Funds Inc. has announced the following fund mergers: Discontinued Fund Merged Into Ethical Global Bond Ethical Income Ethical Canadian Equity Ethical Canadian Dividend Ethical Pacific Rim Ethical International Equity Credential Balanced Portfolio Credential Select Balanced Portfolio Credential Growth Portfolio Credential Select Growth Portfolio Credential Equity Portfolio Credential Select High Growth Portfolio View the Fund Report for Ethical Funds Inc. Monday, December 15th, 2003: Dynamic Manager Changes Effective December 12, 2003, Dynamic Mutual Funds Ltd. has announced the following portfolio manager changes: Fund Name Previous Manager New Manager Commonwealth World Balanced Ltd CDP Capital - Mgmt. Team Michael McHugh Commonwealth World Balanced (US$) CDP Capital - Mgmt. Team Michael McHugh Dynamic Canadian Bond CDP Capital - Mgmt. Team Michael McHugh Dynamic Canadian Dividend Ltd CDP Capital - Mgmt. Team David Taylor Dynamic Canadian Government Bond CDP Capital - Mgmt. Team Michael McHugh Dynamic Value Balanced CDP Capital - Mgmt. Team Michael McHugh View the Fund Report for Dynamic Mutual Funds Ltd. Monday, December 15th, 2003: CI Manager Changes Effective December 12, 2003, CI Mutual Funds has announced the following portfolio manager changes: Fund Name Previous Manager New Manager CI Explorer John Sartz Peter J. Hodson CI Explorer Sector John Sartz Peter J. Hodson CI Explorer Sector (US$) John Sartz Peter J. Hodson CI Explorer Seg II John Sartz Peter J. Hodson CI Explorer Segregated I John Sartz Peter J. Hodson CI World Equity David Mannheim & Marcus L. Smith John Hock View the Fund Report for CI Mutual Funds. Monday, December 15th, 2003: Mackenzie Fund Mergers Effective December 12, 2003, Mackenzie Financial Corporation has announced the following fund mergers: Discontinued Fund Merged Into Mackenzie Sel Mgr RSP Far East Mackenzie Sel Mgr Far East Cap Mackenzie Sel Mgr RSP Int'l Mackenzie Sel Mgr Intl Cap Cl Mackenzie Sel Mgr RSP Japan Mackenzie Sel Mgr Japan Cap Cl Mackenzie Sel Mgr RSP USA Mackenzie Sel Mgrs USA Capital Mackenzie Univ RSP Emerging Tech Mackenzie Univ Emerging Tech Cap Cl Mackenzie Univ RSP Financial Serv. Mackenzie Univ Financial Ser Cap Cl Mackenzie Univ RSP Growth Trends Mackenzie Univ Growth Trends Cap Cl Mackenzie Univ RSP Health Sciences Mackenzie Univ Health Sci Cap Cl-B Mackenzie Univ RSP Sustainable Opp Mackenzie Univ Sustainable Opp Cap Mackenzie Univ RSP U.S. Emerg Gwth Mackenzie Univ US Emerg Growth Cap Mackenzie Univ RSP Wld Sci & Tech Mackenzie Univ Wld Sci & Tec Cap Cl View the Fund Report for Mackenzie Financial Corporation. Friday, December 12th, 2003: Opus 2 Funds Terminated Effective December 10, 2003, Opus 2 Financial Inc. has terminated the following funds: Opus 2 Canadian Fixed Income Opus 2 Canadian Growth Equity Opus 2 Canadian Value Equity Opus 2 Global Equity (RSP) Opus 2 International Equity (EAFE) Opus 2 U.S. Growth Equity Opus 2 U.S. Value Equity View the Fund Report for Opus 2 Financial Inc. Thursday, December 11th, 2003: Co-Operators Name Change Effective November 24, 2003, Co-operators Mutual Funds has been renamed to Industrial Alliance Mutual Funds. As a result, the following fund names have changed: Previous Name New Name Co-operators Cdn Conser Focused Equity IA Canadian Conservative Equity Co-operators Canadian Money Market IA Canadian Money Market Co-operators Canadian Balanced IA Canadian Balanced Co-operators Canadian Bond IA Canadian Bond Co-operators Canadian Core Equity IA Canadian Core Equity Co-operators/Crystal Index World IA Crystal Enhanced Index World Co-operators/Credit Int’l Equity IA Credit Suisse Global Equity Co-operators/Crystal Enhanc Idx RSP IA Crystal Enhanced Index America View the Fund Report for Industrial Alliance Mutual Funds. Tuesday, December 2nd, 2003: Canada Life Fund Changes Effective November 21, 2003, Canada Life Assurance Co. has renamed and terminated the following funds: Name Changes Previous Name New Name Canada Life Flex Amer Prm Gth Eq(L) Canada Life Flex US Gwt Leaders(MF) Canada Life Flex Asia Pacific E (L) Canada Life Flex Far East Equ (MF) Canada Life Flex Cdn Prm Gth Eq (L) Canada Life Flex Canadian Equ (LL) Canada Life Flex Euro Eq (Laketon) Canada Life Flex European Equ (ST) Canada Life Gens Amer Prm Gth Eq(L) Canada Life Gens US Gwt Leaders(MF) Canada Life Gens Asia Pacific E (L) Canada Life Gens Far East Equ (MF) Canada Life Gens Cdn Bond (AGF) Canada Life Gens Government Bond(G) Canada Life Gens Cdn Equity (AIC) Canada Life Gens Cdn Equity Gw (MF) Canada Life Gens Cdn Prm Gth Eq (L) Canada Life Gens Canadian Equ (LL) Canada Life Gens Dividend (AGF) Canada Life Gens Dividend (LL) Canada Life Gens Euro Eq (Laketon) Canada Life Gens European Equ (ST) Canada Life Gens Gbl Boomernmcs(CI) Canada Life Gens Global Future (MF) Canada Life Gens U.S. Value (AIC) Canada Life Gens U.S. Value (LL) Terminated funds Canada Life Gens Cdn Tact. AA (AGF) Canada Life Gens Cont. Aggr. Growth Canada Life Gens Cont. Conservative Canada Life Gens Cont. Growth Modul Canada Life Gens Cont. Max Growth Canada Life Gens Cont. Moderate Canada Life Gens Cont. NR Agg Grwth Canada Life Gens Cont. NR Conserv. Canada Life Gens Cont. NR Growth Canada Life Gens Cont. NR Max Grwth Canada Life Gens Cont. NR Moderate Canada Life Gens Euro Growth (AGF) Canada Life Gens Global Eq RSP(CI) Canada Life Gens Global Eq RSP(Tri) Canada Life Gens Grwth America(Fid) Canada Life Gens Ind. US Eq RSP(TD) Canada Life Gens Int Portf RSP(Fid) Canada Life Gens US Value RSP (AIC) Canada Life Gens World Eq RSP (AIC) View the Fund Report for Canada Life Assurance Co. Tuesday, December 2nd, 2003: National Life Name Changes National Life of Canada has announced the following fund name changes: Previous Name New Name NL Ecflx Income Conglomerate NL Income Conglomerate NL Ecflx Real Estate Income NL Real Estate Income View the Fund Report for National Life of Canada. Tuesday, December 2nd, 2003: Industrial Alliance Name Change Effective December 1, 2003, Industrial Alliance Life Ins. Co is now Industrial Alliance Life Ins. and Fin Services. Tuesday, December 2nd, 2003: Standard Life Fund Name Changes Effective December 1, 2003, Standard Life Assurance Co. has renamed the following funds: Previous Name New Name StandardLife Ideal Bond StandardLife Ideal Canadian Bond StandardLife Ideal Cdn Dividend StandardLife Ideal Cdn Div Growth StandardLife Ideal Equity StandardLife Ideal Canadian Equity StandardLife Ideal Glb Div Ind RSP StandardLife Ideal Monthly Income * StandardLife Ideal Global Index RSP StandardLife Ideal Tact Glo Equ RSP StandardLife Ideal Growth Equity StandardLife Ideal Cdn Small Cap StandardLife Ideal Int'l Bond StandardLife Ideal Int'l Bond RSP StandardLife Ideal US Index RSP StandardLife Ideal Tact US Equ RSP StandardLife Ideal-NL Bond StandardLife Ideal-NL Canadian Bond StandardLife Ideal-NL Cdn Dividend StandardLife Ideal-NL Cdn Div Gwth StandardLife Ideal-NL Diver Ind RSP StandardLife Ideal-NL Monthly Inc * StandardLife Ideal-NL Equity StandardLife Ideal-NL Cdn Equity StandardLife Ideal-NL Glb Index RSP StandardLife Ideal-NL Tact Gl EqRSP StandardLife Ideal-NL Growth Equity StandardLife Ideal-NL Cdn Small Cap StandardLife Ideal-NL Int'l Bond StandardLife Ideal-NL Int Bond RSP StandardLife Ideal-NL US Index RSP StandardLife Ideal-NL Tact US EqRSP * As a result of a fundamental change, all historical prices will be removed from calculation as of December 1, 2003. View the Fund Report for Standard Life Assurance Co. Tuesday, December 2nd, 2003: BMO Fund Mergers Effective November 28 , 2003, BMO Investments Inc. has announced the following fund mergers and name change: Discontinued Fund Merged Into BMO Far East BMO Emerging Markets BMO Global Financial Services Class BMO Global Equity Class BMO Global Health Sciences Class BMO Global Equity Class BMO Global Technology Class BMO Global Equity Class BMO Latin American BMO Emerging Markets BMO RSP European BMO RSP International Index BMO RSP Global Balanced BMO RSP International Index BMO RSP Global Financial Services BMO RSP International Index BMO RSP Global Health Sciences BMO RSP Global Science & Technology BMO RSP Global Opportunities BMO RSP Global Science & Technology BMO RSP Global Technology BMO RSP Global Science & Technology BMO RSP Japanese BMO RSP International Index BMO RSP Nasdaq Index BMO RSP Global Science & Technology Name Changes Previous Name New Name BMO Global Opportunities Class Fund BMO Global Equity Class Fund View the Fund Report for BMO Investments Inc. Tuesday, December 2nd, 2003: New TD Funds Effective December 1, 2003, TD Asset Management Inc. has launched the following funds: TD Dividend Income-A TD Global RSP Bond-A TD Income Advantage Portfolio-A TD International Equity-A TD Short Term Bond-A View the Fund Report for TD Asset Management Inc. Tuesday, December 2nd, 2003: New Maritime Life Funds Effective December 1, 2003, Maritime Life Assurance Co. has launched the following funds: Maritime Life Canadian Bond Index A Maritime Life Canadian Bond Index B Maritime Life Canadian Bond Index C Maritime Life Fid Cdn Asset All A&C Maritime Life Fid Cdn Asset All B Maritime Life Tal Millen Hi Inc A&C Maritime Life Tal Millen Hi Inc B Maritime Life Trim Inc Growth A&C Maritime Life Trim Inc Growth B Maritime Life Trimark Seg Fund A&C Maritime Life Trimark Seg Fund B View the Fund Report for Maritime Life Assurance Co. Wednesday, November 26th, 2003: New National Life Funds Effective November 24, 2003, National Life of Canada has launched the following funds: NL Ecflx Income Conglomerate NL Ecflx Real Estate Income View the Fund Report for National Life of Canada. Wednesday, November 26th, 2003: New Industrial Alliance Funds Effective November 24, 2003, Industrial Alliance Life Ins. Co has launched the following funds: IA Ecflx Income Conglomerate IA Ecflx Real Estate Income View the Fund Report for Industrial Alliance Life Ins. Co. Tuesday, November 25th, 2003: AIM Trimark Manager Changes Effective November 25, 2003, AIM Trimark Investments Inc. has announced the following changes:

Richard Jenkins will participate along with the other managers in managing the following funds:

• AIM Core Global Equity Class
• Trimark Fund
• Trimark Select Growth
• Trimark Select Growth Class

Judith Adams will participate along with the other managers in managing the Trimark Europlus Fund.

Dana Love will participate along with the other managers in managing the Trimark International Companies Fund.

View the Fund Report for AIM Trimark Investments Inc.

Monday, November 24th, 2003: New VenGrowth Fund

Effective November 24, 2003 VenGrowth Capital Management has launched the following fund:

• Vengrowth Traditional Industries

View the Fund Report for VenGrowth Capital Management.

Monday, November 24th, 2003: New Mackenzie Funds

Effective November 24, 2003 Mackenzie Financial Corporation has launched the following funds:

• Mackenzie Cundill Cdn Sec Cap
• Mackenzie Maxxum Cdn Eq Gwth Cap
• Mackenzie Maxxum Dividend Cap
• Mackenzie Univ US Grwth Leaders Cap

View the Fund Report for Mackenzie Financial Corporation.

Monday, November 24th, 2003: New CIBC Fund

Effective November 19, 2003, CIBC World Markets Inc. has launched the following fund:

• CIBC Callable Cdn Blue Chip ELN S2

View the Fund Report for CIBC World Markets Inc.

Friday, November 21st, 2003: New Redwood Fund

Effective November 19, 2003, Redwood Asset Management Inc. has launched the following fund:

• Redwood Energy

View the Fund Report for Redwood Asset Management Inc.

Friday, November 21st, 2003: New Sentry Fund

Effective November 20, 2003, Sentry Select Capital Corp. has launched the following fund:

• Select 50 S-1 Income Trust II

View the Fund Report for Sentry Select Capital Corp.

Friday, November 21st, 2003: CM Name Changes

Effective November 20, 2003, CM Investment Management has renamed the following funds:

View the Fund Report for CM Investment Management.

Monday, November 17th, 2003: New Desjardins Funds

Effective November 17, 2003, Desjardins Financial Security Life Assurance Co. has launched the following funds:

• Millennia III Mortgage 3
• Millennia III Mortgage 4
• Millennia III American Equity Val 3
• Millennia III American Equity Val 4
• Millennia III Maestral Quebec Gro 3
• Millennia III Maestral Quebec Gro 4
• Millennia III JF Global Balanced 3
• Millennia III JF Global Balanced 4
• Millennia III B Multinat Gro RSP 3
• Millennia III B Multinat Gro RSP 4
• Millennia III Trimark Canadian 3
• Millennia III Trimark Canadian 4
• Millennia III Fidelity Intl Port 3
• Millennia III Fidelity Intl Port 4

View the Fund Report for Desjardins Financial Security Life Assurance Co.

Friday, November 14th, 2003: Manulife Funds Terminated

Effective November 10, 2003, Manulife Financial has terminated the following funds:

• MLI AGF Cdn Conserv Income GIF 1
• MLI AGF Cdn Conserv Income GIFe 1
• MLI AGF Cdn Tactical AA GIF 2
• MLI AGF Cdn Tactical AA GIFe 2
• MLI AGF RSP American Growth GIF 2
• MLI AGF RSP American Growth GIFe 2
• MLI BPI American Equity GIF 2
• MLI BPI American Equity GIFe 2
• MLI Renaissance Cdn Gwth GIFe 1
• MLI Renaissance Global Gw GIFe 1
• MLI Renaissance Global Gwt GIFe 2
• MLI Renaissance Global Gwth GIF 2
• MLI Talvest Cdn Equ Value GIF 2
• MLI Talvest Cdn Equ Value GIFe 2
• MLI Talvest Val Line US Equ GIF 1
• MLI Talvest Val Line US Equ GIF 2
• MLI Talvest Val Line US Equ GIFe 1
• MLI Talvest Val Line US Equ GIFe 2

View the Fund Report for Manulife Financial.

Tuesday, November 11th, 2003: Mackenzie Name Changes

Effective November 6, 2003, Mackenzie Financial Coroporation has changed the name of the following funds:

View the Fund Report for Mackenzie Financial Coroporation.

Monday, November 10th, 2003: Industrial Alliance Name Changes

Effective November 6, 2003, Industrial Alliance has changed the name of the following funds:

View the Fund Report for Industrial Alliance.

Thursday, November 6th, 2003: New Fidelity Funds

Effective November 6, 2003, Fidelity Investments Canada Ltd. has launched the following funds:

• Fidelity Divers Income Growth-A
• Fidelity Divers Income Growth-T

View the Fund Report for Fidelity Investments Canada Ltd.

Thursday, November 6th, 2003: GrowthWorks Name Changes

Effective October 31, 2003, GrowthWorks Managed Funds has changed the name of the following funds:

View the Fund Report for GrowthWorks Managed Funds.

Wednesday, November 5th, 2003: CI Manager Changes

Effective November 3, 2003, CI Mutual Funds has announced the following portfolio manager changes:

View the Fund Report for CI Mutual Funds .

Tuesday, November 4th, 2003: New Acker Fund

Effective November 3, 2003, Acker Finley Asset Mgmt. Inc. has launched the following fund:

• QSA US Large Cap Value 50 (Cdn)

View the Fund Report for Acker Finley Asset Mgmt. Inc.

Tuesday, November 4th, 2003: New Arrow Fund

Effective October 31, 2003 Arrow Hedge Partners Inc. has launched the following fund:

• Arrow Multi-Strategy Notes S2

View the Fund Report for Arrow Hedge Partners Inc.

Monday, November 3rd, 2003: Mackenzie Name Changes

Effective October 28, 2003, Mackenzie Financial Corporation has announced the following name changes:

View the Fund Report for Mackenzie Financial Corporation.

Friday, October 31st, 2003: New TD MAP Fund

Effective October 31, 2003, TD MAP Portfolio Funds has launched the following fund:

• TD Income Advantage Portfolio - I

Friday, October 31st, 2003: Co-Operators Manager Changes

Effective October 24, 2003, Co-operators Mutual Funds Limited has announced the following fund mergers and name changes:

Fund Mergers

View the Fund Report for Co-operators Mutual Funds Limited.

Friday, October 31st, 2003: Lawrence Asset Name Change

Effective May 30, 2003, Lawrence Asset Management has changed the name of the following fund:

View the Fund Report for Lawrence Asset Management.

Friday, October 31st, 2003: Fullarton Manager Changes

Effective October 6, 2003 Fullarton Capital Corp. has taken management for the following funds:

• Canadian Science and Technology
• Capital Alliance Ventures

View the Fund Report for Fullarton Capital Corp.

Friday, October 31st, 2003: New Middlefield Fund

Effective October 29, 2003, Middlefield Group Ltd. has launched the following fund:

• MRF 2003 Limited Partnership

View the Fund Report for Middlefield Group Ltd.

Wednesday, October 29th, 2003: New Dimensional Funds

Effective October 28, 2003, Dimensional Fund Advisors Canada Inc. has launched the following new funds:

• DFA U.S. Value Class A
• DFA U.S. Value Class F
• DFA U.S. Small Cap Class A
• DFA U.S. Small Cap Class F
• DFA International Value Class A
• DFA International Value Class F
• DFA International Small Class A
• DFA International Small Class F
• DFA 5-Year Global Fixed Class A
• DFA 5-Year Global Fixed Class F

View the Fund Report for Dimensional Fund Advisors Canada Inc.

Tuesday, October 28th, 2003: Cdn. Dental Service Manager Changes

Effective September 2, 2003, Cdn. Dental Service Plans Inc. has announced the following portfolio manager change on the following two funds:

View the Fund Report for Cdn. Dental Service Plans Inc.

Tuesday, October 28th, 2003: New CIBC World Market Funds

Effective October 14,2003, CIBC World Markets Inc. has launched the following:

• CIBC Callable Cdn Blue Chip ELN S1

Effective October 20,2003, CIBC World Markets Inc. has launched the following:

• CIBC Japan Stock Index S1

View the Fund Report for CIBC World Markets Inc.

Tuesday, October 28th, 2003: New CIBC World Market Fund

Effective September 29, 2003, CIBC World Markets Inc. has launched the following fund:

• CIBC FULPaY Franklin Templeton 3

View the Fund Report for CIBC World Markets Inc.

Tuesday, October 28th, 2003: New Manulife MIX Fund

Effective October 23, 2003, Manulife MIX Funds has launched the MIX Structured Bond Class fund.

View the Fund Report for Manulife MIX Funds.

Monday, October 27th, 2003: Perigee Name Changes

Effective October 27, 2003, Perigee Investment Counsel Inc. has officially changed its name to Legg Mason Canada Inc. As a result of this, the following fund names have changed:

View the Fund Report for Legg Mason Funds.

Friday, October 24th, 2003: New AEGON Funds

Effective October 22, 2003, AEGON Fund Management Inc. has launched the following funds:

• Trans imaxx US Eq Val GIF 75/10
• Trans imaxx US Eq Val GIF 75/75
• Trans imaxx Cdn Fixed Pay GIF 75/10
• Trans imaxx Cdn Fixed Pay GIF 75/75
• Trans imaxx Cdn Eq Val GIF 75/10
• Trans imaxx Cdn Eq Val GIF 75/75

View the Fund Report for AEGON Fund Management Inc.

Thursday, October 23rd, 2003: New Barclays Fund

Effective October 16, 2003, Barclays Global Investors Canada Ltd. has launched the following funds:

• Barclays Advant Equal Weighted

View the Fund Report for Barclays Global Investors Canada Ltd.

Tuesday, October 21st, 2003: Dynamic Fund Changes

Effective October 17, 2003, Dynamic Mutual Funds Ltd. has announced the following fund mergers and name changes:

Fund Mergers

Name Changes

View the Fund Report for Dynamic Mutual Funds Ltd.

Friday, October 17th, 2003: Transamerica Name Changes

Effective October 17, 2003, Transamerica Life Canada has renamed the following funds:

View the Fund Report for Transamerica Life Canada.

Friday, October 17th, 2003: MD Manager Changes

Effective August 5, 2003, MD Global Wealth Builders Ltd. has announced the following portfolio manager changes on the following three funds:

View the Fund Report for MD Global Wealth Builders Ltd.

Thursday, October 16th, 2003: New GENUS Fund

Effective October 1, 2003, GENUS Capital Management has launched the following fund:

• Genus Tactical Asset Allocation

View the Fund Report for GENUS Capital Management.

Thursday, October 16th, 2003: Talvest Fund Changes

Effective October 1, 2003, Talvest Fund Management has renamed the following funds and Manager changes:

Manager Change

View the Fund Report for Talvest Fund Management.

Thursday, October 16th, 2003: New Beutel Goodman Fund

Effective September 3, 2003, Beutel Goodman Managed Funds has launched the following funds:

• Beutel Goodman Canadian Dividend

View the Fund Report for Beutel Goodman Managed Funds.

Thursday, October 16th, 2003: Dynamic Fund Changes

Effective October 10, 2003, Dynamic Mutual Funds Ltd. has announced the following fund mergers and name changes:

Fund Mergers

Name Changes

View the Fund Report for Dynamic Mutual Funds Ltd.

Friday, October 10th, 2003: New Investors Group Funds

Effective October 1, 2003, Investors Group Inc. has launched the following new funds:

• Alto Aggressive Portfolio A
• Alto Aggressive Portfolio B
• Alto Aggressive Reg Portfolio-A
• Alto Aggressive Reg Portfolio-B
• Alto Conservative Portfolio-A
• Alto Conservative Portfolio-B
• Alto Moderate Aggressive Port-A
• Alto Moderate Aggressive Port-B
• Alto Moderate Aggressive Reg Port-A
• Alto Moderate Aggressive Reg Port B
• Alto Moderate Conservative Port A
• Alto Moderate Conservative Port B
• Alto Moderate Portfolio A
• Alto Moderate Portfolio B

View the Fund Report for Investors Group Inc.

Thursday, October 9th, 2003: Industrial Alliance Pacific Fund Closures & Mergers

Effective October 6, 2003, Industrial Alliance Pacific Life Insur. has closed following funds:

• APEX U.S. Equity Index
• APEX Canadian Equity Index Sm Cap
• APEX International Equity Index
• APEX U.S. DAQ Index

Effective October 6, 2003, Industrial Alliance Pacific Life Insur. has announced the following fund mergers:

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

Tuesday, October 7th, 2003: CI Funds Aquisition

Effective October 6, 2003, CI Mutual Funds has completed it's acquisition of Synergy Asset Management. All Synergy funds will be listed under CI Mutual Funds.

View the Fund Report for CI Mutual Funds.

Monday, October 6th, 2003: Dynamic Fund Changes

Effective October 3, 2003, Dynamic Mutual Funds Ltd. has announced the following fund mergers and name changes:

Fund Mergers

Name Changes

View the Fund Report for Dynamic Mutual Funds Ltd.

Monday, October 6th, 2003: AIC Name Changes

Effective October 6, 2003, AIC Limited has renamed the following funds:

View the Fund Report for AIC Limited.

Monday, October 6th, 2003: AGF Fund Changes

Effective October 3, 2003, AGF Funds Inc. has announced the following fund mergers and name changes:

Fund Mergers

Name Changes

The objectives of the new AGF World Balanced funds are changed to reflect that of the original “AGF World Bal” fund.

View the Fund Report for AGF Funds Inc.

Monday, October 6th, 2003: New TD Fund

Effective October 6, 2003, TD Asset Management Inc. has launched the following fund:

• TD U.S. Large-Cap Value-I

View the Fund Report for TD Asset Management Inc.

Monday, October 6th, 2003: Opus 2 Name Changes

Effective October 1, 2003, Opus 2 Financial Inc. has renamed the following funds:

View the Fund Report for Opus 2 Financial Inc.

Monday, October 6th, 2003: Altamira Funds Terminated

Effective September 30, 2003, Altamira Investment Services Inc. has terminated the following funds:

• Altamira Global Telecommunications
• Altamira RSP Biotechnology
• Altamira RSP Global Diversified
• Altamira RSP Japanese Opportunity

View the Fund Report for Altamira Investment Services Inc.

Wednesday, October 1st, 2003: New First Trust Fund

Effective Oct.1, 2003, First Trust Portfolios has launched the following funds:

• Scotia McLeod Cdn Core Port C$
• Scotia McLeod Cdn Core Port (US$)

View the Fund Report for First Trust Portfolios Inc.

Tuesday, September 30th, 2003: New Dynamic Fund

Effective September 26, 2003, Dynamic Mutual Funds Inc. has launched the following Closed End fund:

• diversiTrust Stable Income

View the Fund Report for Dynamic Mutual Funds Inc.

Monday, September 29th, 2003: New Industrial Alliance Pacific Funds

Effective September 29, 2003, Industrial Alliance Pacific Life Insurance has launched the following funds:

• IAP Diploma Primary
• IAP Diploma Secondary

View the Fund Report for Industrial Alliance Pacific Life Insurance.

Monday, September 29th, 2003: New Industrial Alliance Funds

Effective September 29, 2003, Industrial Alliance Life Ins. Co has launched the following funds:

• IA Diploma Primary
• IA Diploma Secondary

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

Monday, September 29th, 2003: New TD Funds

Effective September 29, 2003, TD Asset Management Inc. has launched the following new funds:

• TD Canadian Money Market GIF II – A
• TD Canadian Money Market GIF II – B
• TD Canadian Bond GIF II – A
• TD Canadian Bond GIF II – B
• TD Mgd Inc & Mod Growth GIF II – A
• TD Mgd Inc & Mod Growth GIF II – B
• TD Mgd Balanced Growth GIF II – A
• TD Mgd Balanced Growth GIF II – B
• TD Mgd Aggressive Growth GIF II – A
• TD Mgd Aggressive Growth GIF II – B

View the Fund Report for TD Asset Management Inc.

Tuesday, September 23rd, 2003: Counsel Fund Mergers

Effective September 12, 2003, Counsel Wealth Management has announced the following fund mergers:

View the Fund Report for Counsel Wealth Management.

Monday, September 22nd, 2003: Mackenzie Fund Changes

Effective September 19, 2003, Mackenzie Financial Corporation has announced the following fund mergers and name change:

Name Changes

View the Fund Report for Mackenzie Financial Corporation.

Friday, September 19th, 2003: Mackenzie Name Change

Effective September 19, 2003, Mackenzie Financial Corporation has announced the following name change:

View the Fund Report for Mackenzie Financial Corporation.

Friday, September 19th, 2003: New Chou Funds

Effective September 15, 2003, Chou Associates Management Inc. has launched the following funds:

• Chou Asia
• Chou Europe

View the Fund Report for Chou Associates Management Inc.

Thursday, September 18th, 2003: Stone Name Changes

Effective August 28, 2003, Stone Funds has announced the following name changes:

View the Fund Report for Stone Funds.

Wednesday, September 17th, 2003: MD Funds Manager Change

Effective September 2, 2003, MD Funds Management Inc. has announced the following portfolio manager changes:

View the Fund Report for MD Funds Management Inc.

Tuesday, September 16th, 2003: New GGOF Funds

Effective September 15, 2003 GGOF Guardian Group of Funds has launched the following new funds:

• GGOF Diversified Monthly Income-M
• GGOF Asian Growth and Income-M

View the Fund Report for GGOF Guardian Group of Funds.

Tuesday, September 16th, 2003: New CIBC Fund

Effective September 15, 2003 CIBC Securities Inc. has launched the following new fund:

• CIBC Euro Short-Term Income

View the Fund Report for CIBC Securities Inc.

Tuesday, September 16th, 2003: New Performance Fund

Effective September 01, 2003 Performance Group Ltd. has launched the following fund:

• Performance Opportunities

View the Fund Report for Performance Group Ltd.

Wednesday, September 10th, 2003: New Dynamic Fund

Effective September 10, 2003 Dynamic Mutual Funds Ltd. has launched the following fund:

• Dynamic Focus Plus Energy Income Trust

View the Fund Report for Dynamic Mutual Funds Ltd.

Wednesday, September 10th, 2003: New CI Fund

Effective September 1, 2003 CI Mutual Funds has launched the following fund:

• Clarica SF CI Cdn Balanced Port

View the Fund Report for CI Mutual Funds.

Monday, September 8th, 2003: All Points Index Funds Terminated

Effective September 8, 2003, All Points Index Funds Limited has terminated the following funds:

• All Points Index - Europe Indx(US$)
• All Points Index - HK Index (US$)
• All Points Index - Jpn Index (US$)
• All Points Index - UK Index (US$)

View the Fund Report for All Points Index Funds Limited.

Tuesday, September 3nd, 2003: CI Mutual Funds Changes

Effective September 1, 2003, CI Mutual Funds has announced the following fund mergers and name changes:

View the Fund Report for CI Mutual Funds.

Tuesday, September 2nd, 2003: RBC Funds Terminated

Effective August 29, 2003, RBC Asset Management Inc. has terminated the following funds:

Friday, August 1st, 2003: Stone Fund Changes

Effective Aug 01,2003, Stone Funds has launched the following funds:

• Stone & Co. Flagship Money Mkt-B
• Stone & Co. Flagship Money Mkt-C
• Stone & Co. Flagship Gwth & Inc.-B
• Stone & Co. Flagship Gwth & Inc.-C
• Stone & Co. Flagship Gwth & Inc.-F
• Stone & Co. CAMAF Dividend Growth-B
• Stone & Co. CAMAF Dividend Growth-C
• Stone & Co. CAMAF Dividend Growth-F
• Stone & Co. Flagship Stock-B
• Stone & Co. Flagship Stock-C
• Stone & Co. Flagship Stock-F
• Stone & Co. Flagship Grwth Indust-B
• Stone & Co. Flagship Grwth Indust-C
• Stone & Co. Flagship Grwth Indust-F
• Stone & Co. Health Science-B
• Stone & Co. Health Science-C
• Stone & Co. Flagship Global Grwth-B
• Stone & Co. Flagship Global Grwth-C
• Stone & Co. Flagship Global Grwth-F

Stone Fund has also renamed the following funds:

View the Fund Report for Stone Funds.

Friday, August 1st, 2003: Mackenzie Name Change

Effective Aug 01,2003 Mackenzie Financial Corporation has renamed the following funds:

View the Fund Report for Mackenzie Financial Corporation.

Friday, August 1st, 2003: Quadrus Name Change

Effective Aug 01,2003 Quadrus Group of Funds has renamed the following funds:

View the Fund Report for Quadrus Group of Funds.

Tuesday, July 29th, 2003: AIC Manager Changes

Effective May 31, 2003, AIC Limited has announced the following portfolio manager changes to all of the following funds:

View the Fund Report for AIC Limited.

Tuesday, July 29th, 2003: CIBC Fund Terminated

Effective July 29, 2003, CIBC World Markets Inc. has terminated the following funds:

• CIBC Global Blue Chip Pearl S2

View the Fund Report for CIBC World Markets Inc.

Monday, July 28th, 2003: BMO Name Change

Effective July 23, 2003 BMO Investments Inc has renamed the following fund:

View the Fund Report for BMO Investments Inc.

Thursday, July 24th, 2003: New DeltaOne Fund

Effective June 30, 2003, DeltaOne Capital Partners Corp. has launched the following fund:

• DeltaOne Energy RSP

View the Fund Report for DeltaOne Capital Partners Corp.

Wednesday, July 23rd, 2003: MD Funds Manager Changes

Effective March 1, 2003, MD Funds Management Inc. has announced the following portfolio manager change:

View the Fund Report for MD Funds Management Inc.

Wednesday, July 23rd, 2003: Canada Life Funds Terminated

Effective July 18, 2003, Canada Life Assurance Co. has terminated the following funds:

• Canada Life Gens EAFE (Laketon)
• Canada Life Flex EAFE (Laketon)

View the Fund Report for Canada Life Assurance Co.

Tuesday, July 22nd, 2003: StrategicNova Funds Terminated

Effective July 18, 2003, StrategicNova Funds has terminated the following funds:

• StrategicNova Emerging Market (US$)
• StrategicNova Europe (US$)

View the Fund Report for StrategicNova Funds.

Tuesday, July 22nd, 2003: First Horizon Manager Change

Effective July 22, 2003, First Horizon Capital Corp. has announced the following portfolio manager change:

Tuesday, July 22nd, 2003: ClaringtonFunds Merger

Effective July 18, 2003, ClaringtonFunds Inc. has announced the following fund mergers:

View the Fund Report for ClaringtonFunds Inc.

Monday, July 21st, 2003: TD Manager Changes

Effective May 1, 2003, TD Asset Management Inc. has announced the following portfolio manager change:

Effective June 3, 2003, TD Asset Management Inc. has announced the following portfolio manager change:

View the Fund Report for TD Asset Management Inc.

Friday, July 18th, 2003: New Blumont Fund

Effective May 22, 2003 Blumont Capital has launched the following fund:

• BluMont MAN-IP 220 Ser 2 Notes

View the Fund Report for Blumont Capital.

Thursday, July 17th, 2003: Manulife Funds Terminated

Effective April 3, 2003, Manulife Financial - NAL/VISTA has terminated the following funds:

• NAL-Global Equity
• NAL-Equity Growth

View the Fund Report for Manulife Financial.

Thursday, July 17th, 2003: New RBC Funds

Effective July 17, 2003, RBC Asset Management Inc. has launched the following funds:

• RBC Canadian Short-Term Income-F
• RBC Advisor Global High Yield Ser A

View the Fund Report for RBC Asset Management Inc.

Thursday, July 17th, 2003: Trust General Fund Terminated

Effective June 27, 2003, Trust General du Canada has terminated the following fund:

• Vision Europe

Thursday, July 17th, 2003: Transamerica Fund Mergers

Effective July 11, 2003, Transamerica Growsafe 3 has announced the following fund mergers:

View the Fund Report for Transamerica Growsafe 3.

Wednesday, July 16th, 2003: New Brompton Fund

Effective July 16, 2003 Brompton EWI Management Ltd. has launched the following fund:

• Brompton Equal Weight Income Fund

Wednesday, July 16th, 2003: Marvix Manager Change

Effective July 15, 2003, Mavrix Fund Management Inc. has announced the following portfolio manager change:

View the Fund Report for Mavrix Fund Management Inc.

Tuesday, July 15th, 2003: RBC Fund Changes

Effective July 14, 2003, RBC Funds Inc. and RBC Global Investment Management Inc. amalgamated into RBC Asset Management Inc. and as a consequence all instances of RBC Global Investment Management Inc. change to RBC Asset Management Inc.

All instances of Royal in the fund name have been changed to RBC. All funds will be listed under RBC Funds for the newspaper.

Thursday, July 10th, 2003: New RBC Fund

Effective July 03, 2003 RBC Funds Inc. has launched the following fund:

• Oil Sands Split Trust

View the Fund Report for RBC Funds Inc.

Thursday, July 10th, 2003: New CIBC Fund

Effective July 08 2003, CIBC World Markets Inc. as launched the following fund:

• CIBC Global Blue Chip Pearl S2

View the Fund Report for CIBC World Markets Inc.

Thursday, July 10th, 2003: New Central Group Alberta Fund

Effective July 8, 2003, The Central Group Alberta Ltd. has launched the following fund:

• Central Gold-Trust

Thursday, July 10th, 2003: Sagit Fund Mergers

Effective July 4, 2003, Sagit Management Ltd. has announced the following fund mergers:

Thursday, July 10th, 2003: New Mavrix Fund

Effective July 07, 2003, Mavrix Fund Management Inc. has launched the following fund:

• Mavrix Canadian Income Trust

View the Fund Report for Mavrix Fund Management Inc.

Thursday, July 10th, 2003: AIM Manager Change

Effective April 14, 2003, AIM Trimark Investments has announced the following portfolio manager change:

View the Fund Report for AIM Trimark Investments.

Wednesday, July 2nd, 2003: New Ethical Fund

Effective July 23, 2003, Ethical Funds Inc. has launched the following fund:

• Credential Select Conservative Port

View the Fund Report for Ethical Funds Inc.

Wednesday, July 2nd, 2003: Standard Life Changes

Effective July 2, 2003, Standard Life Mutual Funds has announced the following changes:

New Funds

• Standard Life Corp High Yield Bond-L
• Standard Life Int'l Equity-L
• Standard Life Tact US Equity RSP-L
• Standard Life Cdn Bond-E
• Standard Life Cdn Dividend Growth-E
• Standard Life Cdn Equity-E
• Standard Life Cdn Small Cap-E
• Standard Life Corp High Yield Bond-E
• Standard Life European Equity-E
• Standard Life Global Equity-E
• Standard Life Int'l Bond RSP-E
• Standard Life Int'l Equity-E
• Standard Life Money Market-E
• Standard Life Monthly Income-E
• Standard Life Tact Glo Equity RSP-E
• Standard Life Tact US Equity RSP-E
• Standard Life US Equity-E
• Standard Life US Mid Cap-E

Name Changes

View the Fund Report for Standard Life Mutual Funds.

Wednesday, July 2nd, 2003: New Brandes Funds

Effective July 2, 2003, Brandes Investment Partners & Co. has launched the following new funds:

• Brandes Global Balanced
• Brandes Global Balanced (US$)
• Brandes RSP Global Balanced
• Brandes Global Equity (US$)
• Brandes International Equity (US$)
• Brandes Global Small Cap Equ (US$)
• Brandes Emerging Markets Equ (US$)
• Brandes U.S. Equity (US$)
• Brandes U.S. Small Cap Equity (US$)
• Brandes Global Equity Class L
• Brandes RSP Global Equity Class L
• Brandes Global Balanced Class L
• Brandes RSP Global Balanced Class L
• Brandes International Equ Class L
• Brandes RSP Int'l Equity Class L
• Brandes Glo Small Cap Equity Cls L
• Brandes Emerging Mrkts Equ Class L
• Brandes U.S. Equity Class L
• Brandes RSP U.S. Equity Class L
• Brandes U.S. Small Cap Equity Cls L
• Brandes Canadian Equity Class L
• Brandes Canadian Balanced Class L

View the Fund Report for Brandes Investment Partners & Co.

Wednesday, July 2nd, 2003: Empire Life Name Change

Effective June 23, 2003, Empire Life Insurance Co. has announced the following name change:

View the Fund Report for Empire Life Insurance Co.

Wednesday, July 2nd, 2003: Clarington Funds Terminated

Effective June 30, 2003, ClaringtonFunds Inc. has terminated the following funds:

• Clarington Global Communication Cl
• Clarington Global Small Cap Class

View the Fund Report for ClaringtonFunds Inc.

Wednesday, July 2nd, 2003: Ethical Funds Terminated

Effective June 27, 2003 Ethical Funds Inc. has terminated the following funds:

• Ethical RSP International Equity
• Ethical RSP European Equity

View the Fund Report for Ethical Funds Inc.

Wednesday, July 2nd, 2003: Mackenzie Fund Mergers

Effective June 27, 2003, Mackenzie Financial Corporation has announced the following fund mergers:

View the Fund Report for Mackenzie Financial Corporation.

Wednesday, July 2nd, 2003: AIC Funds Capped

Effective June 30, 2003, all AIC segregated funds are capped to new unitholders. Only existing policyholders can continue to buy into the segregated funds.

• AIC Advantage II Seg (100%)
• AIC Advantage II Seg (75%)
• AIC American Advantage Seg (100%)
• AIC American Advantage Seg (75%)
• AIC American Balanced Seg (100%)
• AIC American Balanced Seg (75%)
• AIC American Focused Seg (100%)
• AIC American Focused Seg (75%)
• AIC Canadian Balanced Seg (100%)
• AIC Canadian Balanced Seg (75%)
• AIC Diversified Canada Seg (100%)
• AIC Diversified Canada Seg (75%)
• AIC Glo Advantage Seg (100%)
• AIC Glo Advantage Seg (75%)
• AIC Global Diversified Seg (100%)
• AIC Global Diversified Seg (75%)
• AIC Money Market Seg (100%)
• AIC Money Market Seg (75%)
• AIC Value Seg (100%)
• AIC Value Seg (75%)
• AIC World Equity Seg (100%)
• AIC World Equity Seg (75%)

View the Fund Report for AIC Limited.

Friday, June 27th, 2003: Astra Manager Change

Effective June 27, 2003, Astra Funds has announced the following portfolio manager changes:

Fund Name Changes:

Wednesday, June 25th, 2003: National Life Name Change

Effective June 23, 2003, National Life funds has announced the following name changes:

View the Fund Report for National Life.

Wednesday, June 25th, 2003: New Empire Funds

Effective June 23, 2003, Empire Life Insurance Co. has launched the following funds:

• Empire International Equity
• Empire Global Balanced

View the Fund Report for Empire Financial Group.

Friday, June 20th, 2003: Laketon Fund Terminated

Effective June 19, 2003, Laketon Investment Management Ltd. has terminated the following funds:

• Laketon International Equity

View the Fund Report for Laketon Investment Management Ltd.

Friday, June 20th, 2003: New Citadel Fund

Effective June 13, 2003, Citadel Diversified Ltd. has launched the following fund:

• Citadel Series S-1 Income Fund

View the Fund Report for Citadel Diversified Ltd.

Friday, June 20th, 2003: Talvest Manager Change

Effective May 1, 2003, Talvest Fund Management has announced the following portfolio manager changes:

Catherine Somhegyi, BSC, MBA Manager of Nicholas Applegate Capital Management will no longer participate in managing the following funds:

• Talvest Global Small Cap RSP
• Talvest Global Small Cap

This manager will be replaced by Jamie Rome & Ed Makin of Wellington Management Company LLP.

View the Fund Report for Talvest Fund Management.

Tuesday, June 17th, 2003: New Astra Fund

Effective June 16, 2003, Astra Funds has launched the following fund:

• Astra JFL Int'l Value Equity

Tuesday, June 17th, 2003: GGOF Fund Mergers

Effective June 13, 2003, Guardian Mutual Funds has announced the following fund mergers:

View the Fund Report for GGOF Guardian Group of Funds.

Tuesday, June 17th, 2003: AGF Fund Mergers

Effective June 14, 2003, AGF Funds Inc. has announced the following fund mergers:

Fund Name Changes

View the Fund Report for AGF Funds Inc.

Tuesday, June 17th, 2003: GGOF Name Change

Effective June 13, 2003, Guardian Mutual funds has announced the following name changes:

View the Fund Report for GGOF Guardian Group of Funds.

Wednesday, June 11th, 2003: New Franklin Funds

Effective June 9, 2003, Franklin Mutual Series has launched the following funds:

• FRK TMPL Global Growth Port (US$)
• FRK TMPL Global Growth Portfolio

View the Fund Report for Franklin Templeton Investments.

Wednesday, June 11th, 2003: Franklin Name Change

Effective June 9, 2003, Franklin Mutual Series has announced the following name changes:

View the Fund Report for Franklin Templeton Investments.

Monday, June 9th, 2003: Counsel Name Change

Effective April 30, 2003, Counsel Wealth Management has announced the following name changes:

View the Fund Report for Counsel Wealth Management.

Thursday, June 5th, 2003: Counsel Manager Changes

Effective April 16, 2003, Counsel Wealth Management has announced the following portfolio manager changes:

Geoff MacDonald is listed as Lead Manager for the Trimark Income Growth – SC and DSC

View the Fund Report for Counsel Wealth Management.

Thursday, June 5th, 2003: Guardian Fund Name Change

Effective June 3, 2003, Guardian Mutual Funds has announced the following name changes:

View the Fund Report for Guardian Mutual Funds.

Thursday, June 5th, 2003: TD Manager Changes

Effective June 3, 2003, TD Asset Management Inc. has announced the following portfolio manager change:

View the Fund Report for TD Asset Management Inc.

Thursday, June 5th, 2003: CI Mutual Funds Manager Changes

Effective June 1, 2003, CI Mutual Funds has announced the following portfolio manager change:

View the Fund Report for CI Mutual Funds.

Thursday, June 5th, 2003: Blumont Funds Terminated

Effective May 30, 2003, Blumont Capital has terminated the following funds:

• BluMont Gabelli Global
• BluMont Gabelli Global (US$)
• BluMont Select Leaders
• BluMont Select Leaders (US$)

View the Fund Report for Blumont Capital.

Thursday, June 5th, 2003: Caldwell Funds Terminated

Effective May 28, 2003, Caldwell Securities Ltd. has terminated the following funds:

• Caldwell International
• Caldwell Technology

View the Fund Report for Caldwell Securities Ltd.

Thursday, June 5th, 2003: Global Wealth Manager Change

Effective May 30 2003, Global Wealth Builders Ltd. has announced the following portfolio manager changes:

Ian Marsden will no longer participate in managing the following funds:

• GWB Canadian Wealth Builder
• GWB Global Wealth Builder
• GWB High Income Wealth Builder

View the Fund Report for Global Wealth Builders Ltd.

Thursday, May 29th, 2003: New One Financial Fund

Effective May 15, 2003, One Financial has launched the following fund:

• All-Star Portfolio Notes

View the Fund Report for One Financial.

Thursday, May 29th, 2003: New Mackenzie Fund

Effective March 26 2003, Mackenzie Financial Corporation has launched Mackenzie Cundill American Cap Class Fund.

View the Fund Report for Mackenzie Financial Corporation.

Thursday, May 29th, 2003: New CIBC Funds

Effective March, 2003, CIBC World Markets Inc. has launched 3 new funds:

• CIBC FULPaY AGF Fund Notes Series 2
• CIBC FULPaY CI Fund Notes Series 1
• CIBC Mackenzie Fund Notes Series 1

View the Fund Report for CIBC World Markets Inc.

Monday, May 26th, 2003: Elliott & Page Fund Changes

Effective May 23, 2003, Elliott & Page Ltd. has announced the following fund mergers and new funds:

New Funds

• Elliott & Page Blue Chip-Cl H
• Elliott & Page Global Sector-Cl H

View the Fund Report for Elliott & Page Ltd.

Monday, May 26th, 2003: Hartford Life Fund Terminated

Effective April 25, 2003, Hartford Life Insurance has terminated the following fund:

• Hartford Life Canadian Equity

View the Fund Report for Hartford Life Insurance.

Monday, May 26th, 2003: Capped AIM Fund

Effective May 20, 2003, Aim Trimark Investments has capped the following fund:

• Trimark Advantage Bond

View the Fund Report for AIM Trimark Investments.

Monday, May 26th, 2003: New Logix Funds

Effective May 5, 2003, Logix Funds has launched the following funds:

• LOGIX Canadian Equity
• LOGIX Global Bond
• LOGIX International Equity
• LOGIX Short Term Investment
• LOGIX U.S. Equity
• LOGIX US Equity RSP

View the Fund Report for Logix Funds.

Monday, May 26th, 2003: Mackenzie Manager Change

Effective April 2003 Mackenzie Financial Corp. has announced the following portfolio manager changes:

John Rohr will no longer participate in managing the Mackenzie Univ Sel Mgrs Cda Capital fund.

John Stroud will no longer participate in managing the following funds:

• Mackenzie Univ Future
• Mackenzie Univ Future (US$)
• Mackenzie Univ Emerging Tech Cap Cl

View the Fund Report for Mackenzie Financial Corp.

Monday, May 26th, 2003: ClaringtonFunds Terminated

Effective May 15, 2003 ClaringtonFunds Inc. has launched the following fund:

• Clarington Diversified Income

View the Fund Report for ClaringtonFunds Inc.

Wednesday, May 14th, 2003: Argentum Fund Terminated

Effective May 14, 2003, Argentum Funds has terminated the following fund:

• @rgentum Int'l Master RSP

View the Fund Report for @rgentum Mgmt and Research Corp..

Tuesday, May 13th, 2003: Mackenzie Fund Terminated

Effective May 12, 2003, Mackenzie Financial has terminated the following funds:

• Quadrus Mac Ivy European

View the Fund Report for Mackenzie Financial Corp

Tuesday, May 13th, 2003: Mackenzie Fund Changes

Effective May 9, 2003, Mackenzie Financial Corporation has announced the following fund mergers and new funds:

New funds

• Mackenzie Ivy European Capital Cl-M
• Mackenzie Ivy Foreign Equ CapC(US$)
• Mackenzie U.S. Mgd Yld Cap (US$)-B
• Mackenzie Univ Fin Ser Cap Cl (US$)
• Mackenzie Univ US Emerg Gw Cap(US$)

View the Fund Report for Mackenzie Financial Corp

Thursday, May 9th, 2003: AIM Manager Change

Effective May 5, 2003, AIM Trimark Investment has announced the following portfolio manager changes:

Carmen Veloso will no longer participate in managing the following funds:

• Trimark Canadian – SC
• Trimark Canadian – DSC
• AIM Core Canadian Equity Class
• Trimark Select Balanced

View the Fund Report for AIM Trimark Investment.

Thursday, May 9th, 2003: Manulife Manager Change

Effective May 9, 2003, Manulife Financial has announced the following portfolio manager change:

View the Fund Report for Manulife Financial.

Thursday, May 9th, 2003: Manulife Funds Terminated

Effective April 30, 2003, Manulife Financial has terminated the following funds:

• NAL-Balanced Growth
• NAL-Canadian Bond
• NAL-U.S. Equity

View the Fund Report for Manulife Financial.

Thursday, May 1st, 2003: New ING Fund

Effective May 1, 2003, ING Funds has launched the following fund:

• ING Canadian Dividend Income

View the Fund Report for ING Funds.

Thursday, May 1st, 2003: CI Name Change

Effective April 30, 2003, CI Mutual Funds has renamed Clarica High Yield Bond Fund to CI Signature Corp. Bond Fund.

View the Fund Report for CI Mutual Funds.

Thursday, May 1st, 2003: RBC Manager Change

Effective April 30, 2003, RBC Funds Inc. has announced the following portfolio manager change:

View the Fund Report for RBC Funds Inc.

Thursday, May 1st, 2003: Maritime Life Manager Change

Effective April 14, 2003, Maritime Life Assurance Co. has announced the following portfolio manager change:

View the Fund Report for Maritime Life Assurance Co.

Thursday, May 1st, 2003: Assumption Life Name Change

Effective April 30, 2003, Assumption Life has announced the following name changes:

View the Fund Report for Assumption Life.

Tuesday, April 29th, 2003: Mavrix Name Change

Effective April 29, 2003, Mavrix Fund Management Inc. has renamed Mavrix Emerging Companies Fund to Mavrix Strategic Small Cap Fund.

View the Fund Report for Mavrix Fund Management Inc.

Tuesday, April 29th, 2003: Stone Funds Name Change

Effective January 20, 2003, CAMAF (Canadian Anaesthetists) has announced the following name change:

View the Fund Report for Stone Funds.

Monday, April 28th, 2003: New Scotia Funds

Effective April 28, 2003, Scotia Securities Inc. has launched 6 new funds:

• Scotia Selected Aggressive Growth
• Scotia Selected Aggressive Gwth RSP
• Scotia Selected Balanced Inc & Gwth
• Scotia Selected Cons Growth RSP
• Scotia Selected Conservative Growth
• Scotia Selected Inc & Modest Growth

View the Fund Report for Scotia Securities Inc.

Tuesday, April 22nd, 2003: AIM Fund Capped

Effective April 17, 2003, Aim Trimark Investments has capped the following fund:

• Trimark Enterprise Small Cap

View the Fund Report for Aim Trimark Investments.

Monday, April 21st, 2003: Cote 100 Manager Change

Effective April 1, 2003, Cote 100 Inc. has announced the following portfolio manager changes:

View the Fund Report for Cote 100 Inc.

Monday, April 21st, 2003: New All-Canadian Management Fund

Effective April 16, 2003, All-Canadian Management Inc. has launched the following fund:

• MAXIN Income

View the Fund Report for All-Canadian Management Inc.

Friday, April 11th, 2003: Northwest Mutual Name Change

Effective April 11, 2003, Northwest Mutual Funds Inc. has announced the following name changes:

View the Fund Report for Northwest Mutual Funds.

Wednesday, April 9th, 2003: Assante Portfolio Manager changes

Assante Asset Management Ltd. has announced the following portfolio advisor changes:

Effective March 7, 2003, portfolio advisor to the Optima Strategy International Equity Value Pool:

Effective April 1, 2003, portfolio advisor to the Optima Strategy International Equity Growth Pool:

Effective April 1, 2003, portfolio advisor to the Optima Strategy Canadian Equity Growth Pool:

View the Fund Report for Assante Asset Management Ltd.

Tuesday, April 8th, 2003: Elliott & Page Fund Terminated

Effective March 31, 2003, Elliott & Page Ltd. has terminated the Elliott & Page RSP Global Equity Fund.

View the Fund Report for Elliott & Page Ltd.

Friday, April 4th, 2003: Ethical Funds Manager Change

Effective March 21, 2003, Ethical Funds Inc. has announced the following portfolio manager changes:

Dresdner RCM Global Investors-Mgmt Team will no longer participate in managing the following funds:

• Ethical Balanced

View the Fund Report for Ethical Funds Inc.

Thursday, April 3rd, 2003: National Bank Name Change

Effective April 1, 2003, National Bank Mutual Funds has announced the following name changes:

View the Fund Report for National Bank Mutual Funds.

Thursday, April 3rd, 2003: Altamira Manager Change

Effective December 18, 2002, Altamira Investment Management Inc. has announced the following portfolio manager change:

View the Fund Report for Altamira Investment Services Inc.

Wednesday, April 2nd, 2003: AGF Name Change

Effective April 1, 2003, AGF Funds Inc. has announced the following Fund name change:

View the Fund Report for AGF Funds Inc.

Wednesday, April 2nd, 2003: New Mackenzie Funds and Name Changes

Effective April 1, 2003, Mackenzie Financial Corporation has announced the following new funds:

• Mackenzie High Income
• Mackenzie Real Return Bond

Effective April 1, 2003, Mackenzie Financial Corporation has announced the following name changes:

View the Fund Report for Mackenzie Financial Corporation.

Wednesday, April 2nd, 2003: Front Street Name Change

Effective March 31, 2003,Front Street Capital has announced the following name changes:

View the Fund Report for Front Street Capital.

Tuesday, April 1st, 2003: AGF Manager Change

Effective April 1, 2003, AGF Funds Inc. has announced the following portfolio manager change:

View the Fund Report for AGF Funds Inc.

Tuesday, April 1st, 2003: RBC Manager Change

Effective March 1, 2003, RBC Funds Inc. has announced the following portfolio manager changes:

View the Fund Report for RBC Funds Inc.

Tuesday, April 1st, 2003: New SEI Funds

Effective March 31, 2003, SEI Investments Canada Company has launched the following funds:

• SEI Canadian Equity-P
• SEI Canadian Small Company Equity-P
• SEI E.A.F.E. Equity-P
• SEI Emerging Market Equity-P
• SEI U.S. Large Co. Equity-P
• SEI U.S. Small Co. Equity-P
• SEI Enhanced Global Bond-P

View the Fund Report for SEI Investments Canada Company.

Wednesday, March 26th, 2003: Blumont Captial Name Change

Effective March 24, 2003, Blumont Capital has announced that iPerform Strategic Partners Hedge has been renamed to BluMont Strategic Partners Hedge Fund.

View the Fund Report for Blumont Capital.

Tuesday, March 11th, 2003: MD Funds Name Change

Effective March 10, 2003, MD Funds Management Inc. has announced the following name changes:

View the Fund Report for MD Funds Management Inc.

Tuessday, March 11th, 2003: Franklin Templeton Name Change

Effective March 7, 2003, Franklin Templeton Investments has announced the following name changes:

View the Fund Report for Franklin Templeton Investments.

Thursday, March 6th, 2003: AIC Manager Change

Effective March 5, 2003, AIC Limited has announced the following portfolio manager changes:

View the Fund Report for AIC Limited.

Wednesday, March 5th, 2003: New Faircourt Fund

Effective February 28, 2003, Faircourt Asset Mgmt. has launched the Faircourt Income Split Trust.

Monday, February 21st, 2003: CI Manager Change

Effective February 21, 2003, CI Mutual Funds has announced the following portfolio manager changes:

View the Fund Report for CI Mutual Funds.

Tuesday, February 18th, 2003: New Franklin Templeton Funds

Effective February 17, 2003, Franklin Templeton Investments has launched the following funds:

• FRK TMPL Diversified Income Port
• Franklin AGE High Income
• Franklin AGE High Income (US$)
• Franklin Strategic Income
• Franklin Strategic Income (US$)
• Mutual Discovery Fund
• Mutual Discovery Fund (US$)

View the Fund Report for Franklin Templeton Investments.

Tuesday, February 18th, 2003: New AIC Funds

Effective February 17, 2003, AIC Limited has launched the following 7 funds:

• AIC PPC Bond Pool
• AIC PPC Canadian Pool
• AIC PPC Global Pool
• AIC PPC Global Pool (US$)
• AIC PPC Income Pool Cls T Units
• AIC PPC Income Pool Units
• AIC PPC RSP Global Pool

View the Fund Report for AIC Limited.

Friday, February 7th, 2003: New RBC Fund

Effective February 7, 2003, RBC Funds Inc. has launches the Royal Inv Focused North American fund.

View the Fund Report for RBC Funds Inc.

Wednesday, February 5th, 2003: CUMIS Funds Terminated

Effective January 31, 2003, CUMIS Life Insurance Company has terminated the following funds:

• CUMIS Balanced
• CUMIS Canadian Bond
• CUMIS Canadian Growth Equity
• CUMIS Global Balanced
• CUMIS Money Market

Wednesday, February 5th, 2003: CTI Funds Terminated

Effective January 29, 2003, CTI Mutual Funds has terminated the following funds:

• CTI Strategic Growth
• CTI Canadian Bond

View the Fund Report for CTI Mutual Funds.

Tuesday, February 4th, 2003: New Arrow Fund

Effective February 3, 2003, Arrow Hedge Partners Inc. has launched the Arrow Quant Market Neutral fund.

View the Fund Report for Arrow Hedge Partners Inc.

Monday, February 3rd, 2003: Talvest Manager Change

Effective February 3, 2003, Mclean Budden Management team has replaced Sharon M. Ranson, who has managed the Talvest Cdn. Equity Leaders Fund since October 1999.

Effective February 3, 2003, the Talvest Cdn. Equity Leaders Fund has been renamed as the Talvest Cdn. Equity Value Fund.

View the Fund Report for Talvest Fund Management.

Friday, January 31st, 2003: Sun Name Change

Effective January 1, 2003, Sun Life of Canada has announced that all funds under the Sun Life name are now registered as "Sun Wise" funds

View the Fund Report for CI Mutual Funds.

Thursday, January 30th, 2003: AIM Name Change

Effective January 30, 2003, AIM Funds Management has been renamed AIM Trimark Investments.

French: Placements AIM Trimark.

View the Fund Report for AIM Trimark Investments.

Thursday, January 30th, 2003: Mackenzie Manager Changes

Effective January 28, 2003, Mackenzie Financial Corporation has announced the following portfolio manager changes:

View the Fund Report for For Mackenzie Financial Corporation.

Tuesday, January 28th, 2003: New Arrow Funds

Effective December 2, 2002 Arrow Hedge Partners Inc. has launched two new funds:

• Arrow ClockTower Platinum
• Arrow Enso Global

Effective January 1, 2003 Arrow Hedge Partners Inc. has launched the Arrow RSP Multi-Strategy fund.

View the Fund Report for Arrow Hedge Partners Inc.

Friday, January 24th, 2003: Arrow Fund Changes

Effective January 2, 2003 Arrow Hedge Partners Inc. has announced the following changes:

Fund Name Changes

Terminated Fund

• Arrow White Mountain

View the Fund Report for Arrow Hedge Partners Inc.

Tuesday, January 21st, 2003: CAMAF Name Change

Effective January 20, 2003, CAMAF (Canadian Anaesthetists) has announced the following name change:

View the Fund Report for Stone Funds.

Tuesday, January 21st, 2003: CEO Fund Merger

Effective January 17, 2003, CEO Group of Funds has announced the following fund mergers:

View the Fund Report for CEO Group of Funds .

Tuesday, January 21st, 2003: New Pescara Fund

Effective January 2, 2003, Pescara Partners Inc. has launched 1 new fund:

• Pescara Fund of Funds

View the Fund Report for Pescara Partners.

Monday, January 20th, 2003: Fidelity Manager Change

Effective January 20, 2003, Fidelity Investments Canada Ltd. has announced the following portfolio manager change:

View the Fund Report for Fidelity Investments Canada Ltd.

Monday, January 20th, 2003: Mackenzie Fund Mergers

Effective January 20, 2003, Mackenzie Financial has announced the following fund mergers:

View the Fund Report for Mackenzie Financial.

Monday, January 20th, 2003: iPerformance Name Change

Effective January 20, 2003, iPerformance Fund Corp. has announced the following name changes:

iPerformance Fund Corp. ("iPerform") will be changing its name to BluMont Capital.

View the Fund Report for Blumont Capital.

Monday, January 20th, 2003: New Franklin Templeton Funds

Effective January 20, 2003, Franklin Templeton Investments has launches the following 8 funds:

• Franklin Temp Bal Grow Portfolio-T
• Franklin Temp Bal Growth Portfolio
• Franklin Temp Bal Income Port
• Franklin Temp Bal Income Port-T
• Franklin Temp Growth Portfolio
• Franklin Temp Growth Portfolio(US$)
• Franklin Temp Max Growth Portfolio
• Franklin Temp Max Growth Port (US$)

View the Fund Report for Franklin Templeton Investments.

Monday, January 20th, 2003: Manulife Funds Terminated

Effective Janury 20, 2003, Manulife Financial has terminated the following funds:

• Vistafund 1 Amer. Stock
• Vistafund 2 Amer. Stock
• Vistafund 1 Global Equ
• Vistafund 2 Global Equ

View the Fund Report for Manulife Financial.

Thursday, January 16th, 2003: MD Funds Closed

Effective January 10, 2003, MD Funds Management Inc. announced the following funds are no longer available to new investors:

• MD Canadian Tax Managed Pool
• MD U.S. Tax Managed Pool

View the Fund Report for MD Funds Management Inc.

Monday, January 13th, 2003: New Mackenzie Fund

Effective January 13, 2003, Mackenzie Financial Corporation has launched MAXXUM Canadian Balanced 'T'.

View the Fund Report for Mackenzie Financial Corporation.

Monday, January 13th, 2003: CIBC Manager Change

Effective January 13, 2003, CIBC Securities Inc. has announced the following portfolio manager changes:

View the Fund Report for CIBC Securities Inc.

Monday, January 13th, 2003: Fidelity Manager Change

Effective January 13, 2003, Fidelity Investments Canada Ltd. has announced the following portfolio manager changes:

View the Fund Report for Fidelity Investments Canada Ltd.

Friday, January 10th, 2003: Manulife Terminates Funds

Effective December 31, 2002, Manulife Financial has terminated the following funds:

• Vistafund 1 Bond
• Vistafund 2 Bond
• Vistafund 1 Global Bond
• Vistafund 2 Global Bond

View the Fund Report for Manulife Financial.

Friday, January 10th, 2003: Thornmark renames fund

Effective December 31, 2002, Thornmark Asset Management Inc. has announced the following name change:

View the Fund Report for Thornmark Asset Management Inc..

Wednesday, January 8th, 2003: New Standard Life Funds

Effective January 6, 2003, Standard Life has launched 8 new segregated funds:

• StandardLife Ideal Aggressive Port
• StandardLife Ideal Conserv Port
• StandardLife Ideal Growth Port
• StandardLife Ideal Moderate Port
• StandardLife Ideal-NL Agg Port
• StandardLife Ideal-NL Conservative
• StandardLife Ideal-NL Growth
• StandardLife Ideal-NL Moderate

View the Fund Report for Standard Life.

Tuesday, January 7th, 2003: New Dynamic Mutual Funds

Effective January 2, 2003, Dynamic Mutual Funds Ltd. launched 6 new funds:

• Dynamic Dividend Income
• Hathaway Focus Pl Balanced Canadian
• Hathaway Focus Pl Wealth Management
• Hathaway Focus Plus American
• Hathaway Focus Plus Canadian
• Hathaway Focus Plus World

View the Fund Report for Dynamic Mutual Funds.

Tuesday, January 7th, 2003: Manulife Fund Mergers

Effective January 3, 2003, Manulife Financial has announced the following fund mergers:

View the Fund Report for Manulife Financial.

Tuesday, January 7th, 2003: Opus 2 Fund Terminated

Effective December 31, 2002, Opus 2 Financial Inc. has terminated the following fund:

• Opus 2 Canada Plus Balanced

View the Fund Report for Opus 2 Financial Inc.

Friday, January 3rd, 2003: Zurich Funds Terminated

Effective December 31, 2002, Zurich Life Insurance Co of Can has announced the termination of the following 15 segregated funds:

• Zurich Balanced Index
• Zurich Canadian Bond Index
• Zurich Cdn 300 Equity Index
• Zurich Clarington Canadian Balanced
• Zurich Clarington Canadian Equity
• Zurich Clarington Canadian Income
• Zurich Clarington Global Commun
• Zurich Clarington Global Equity
• Zurich International Equity Index
• Zurich Scudder Canadian Equity
• Zurich Scudder Global
• Zurich Scudder Greater Europe
• Zurich Scudder US Growth & Income
• Zurich Short Term Investment Index
• Zurich US 500 Equity Index

Thursday, January 2nd, 2003: Fidelity Manager Change

Effective January 1, 2003, Fidelity Investments Canada Ltd. has announced the following portfolio manager changes:

View the Fund Report for Fidelity Investments Canada Ltd.

Thursday, January 2nd, 2003: New Hillsdale Manager

Effective December 31, 2002, Acuity Funds Ltd. has launched 4 new funds:

• Acuity Pooled. Core Cdn. Equity
• Acuity Pooled. Cdn Small Cap
• Acuity Pooled Income Trust
• Acuity Pooled. Soc.Val. Cdn Eq

View the Fund Report for Acuity Funds Ltd.

2002 Fund Changes | 2001 Fund Changes