|
Fund Changes - 2001
Fund Manager
Changes | Report on Mutual
Funds
Monday, December 31st, 2001: Mackenzie name
change
Effective December 31, 2001, Mackenzie
Financial Corporation has renamed the Quantum Agg
Market Neutral Equity to SciVest Market Neutral
Equity.
View the Fund
Report for Mackenzie Financial Corporation.
Friday, December 28th, 2001: Mackenzie name
change
Effective
December 28, 2001, Mackenzie Financial Corporation
has renamed the following Funds:
| Previous Names
|
New Name
|
| Mackenzie Ind Income Class 'A'
|
Mackenzie Income Class 'A'
|
| Mackenzie Ind Income Class 'B'
|
Mackenzie Income Class 'B'
|
| Mackenzie Ind Balanced
|
Mackenzie Balanced
|
| Mackenzie Ind Pension
|
MAXXUM Pension
|
| Mackenzie Ind Dividend Growth
|
MAXXUM Dividend Growth
|
| Mackenzie Ind Horizon
|
MAXXUM Canadian Value
|
| Mackenzie Ind Growth
|
Mackenzie Growth
|
| Mackenzie Ind Balanced Seg
|
Mackenzie Balanced Seg
|
| Mackenzie Ind Growth Seg
|
MAXXUM Growth Seg
|
| Mackenzie Ind Horizon Seg
|
MAXXUM Canadian Value Seg
|
| Mackenzie Ind Income Seg
|
Mackenzie Income Seg
|
| Mackenzie Ind Pension Seg
|
MAXXUM Pension Seg
|
View the Fund
Report for Mackenzie Financial Corporation.
Friday, December 28th, 2001: Four HSBC
Investment funds terminated
Effective December 28, 2001, HSBC Investment
Funds (Canada) Inc. has terminated the following
funds:
- Lotus Balanced Fund
- Lotus Bond Fund
- Lotus Income Fund
- Lotus Canadian Equity Fund
View the Fund
Report for For HSBC Investment Funds (Canada) Inc.
Monday, December 24th, 2001: EMF fund
terminated
Effective November 22, 2001, Emerging 3rd
Millennium Growth Fund Inc.has terminated the EMF
LifeScience Fund.
Wednesday, December 19th, 2001: New CI Mutual
Funds
Effective December 18, 2001, CI Mutual Funds
has launched 12 new portfolio funds.
- CI Balanced Portfolio
- CI Balanced Portfolio (US$)
- CI Balanced RSP Portfolio
- CI Conservative Portfolio
- CI Conservative Portfolio (US$)
- CI Conservative RSP Portfolio
- CI Growth Portfolio
- CI Growth Portfolio (US$)
- CI Growth RSP Portfolio
- CI Maximum Growth Portfolio
- CI Maximum Growth Portfolio (US$)
- CI Maximum Growth RSP Portfolio
View the Fund
Report for CI Mutual Funds.
Tuesday, December 18th, 2001: New Mavrix fund
Effective December 18, 2001, Mavrix Fund
Management Inc. has launched the Lawrence
Enterprise fund.
View the Fund
Report for Mavrix Fund Management Inc.
Tuesday, December 18th, 2001: Scotia fund
merger
Effective December 14, 2001, Scotia Securities
Inc. has announced the following fund mergers:
| Discontinued Fund
|
Merged Into
|
| Scotia Cdn. Short-Term Income
|
Scotia Mortgage Income
|
| Scotia Global Income
|
Scotia CanGlobal Income
|
| Scotia Canadian Mid-Large Cap
|
Scotia Canadian Blue Chip
|
| Scotia Emerging Markets
|
Scotia Latin American Growth
|
View the Fund
Report for Scotia Securities Inc.
Monday, December 17th, 2001: Maritime name
change
Effective December 15, 2001, Maritime Life
Assurance Co. has renamed the following Funds:
| Previous Names
|
New Name
|
| Maritime Life AGF Cdn Opp-A&C
|
Maritime Life AGF Cdn AggAllCap-A&C
|
| Maritime Life AGF Cdn Opport - B
|
Maritime Life AGF Cdn Agg AllCap- B
|
| Maritime Life Gbl Strat Inc Pls-A&C
|
Maritime Life AGF Cdn Balanced-A&C
|
| Maritime Life Gbl Strat Inc Plus -B
|
Maritime Life AGF Cdn Balanced-B
|
View the Fund
Report for Maritime Life Assurance Co.
Monday, December 17th, 2001: AGF fund merger
Effective December 15, 2001, AGF Funds Inc. has
announced the following fund mergers:
| Discontinued Fund
|
Merged Into
|
| AGF Canadian Aggressive Equity
|
AGF Canadian Aggressive All-Cap
|
| AGF Canadian Opportunities
|
AGF Canadian Aggressive All-Cap
|
| Global Strategy Euro Plus
|
AGF European Equity Class
|
| Global Strategy Europe Plus RSP
|
AGF RSP European Equity
|
| Global Strategy Income Plus
|
AGF Canadian Balanced
|
| Global Strategy US Equity
|
AGF U.S. Value Class
|
View the Fund
Report for AGF Funds Inc.
Monday, December 17th, 2001: Clarington name
change
Effective December 14, 2001, Clarington
Canadian Micro-Cap has merged into Clarington
Canadian Small-Cap Fund.
View the Fund
Report for ClaringtonFunds Inc.
Friday, December 14th, 2001: Dynamic Mutual
Funds name change
Effective December 14, 2001, Dynamic Mutual
Funds Ltd. has renamed the following Funds.
| Previous Name
|
New Name
|
| Dynamic Americas
|
Dynamic American Value
|
| Dynamic Americas (US$)
|
Dynamic American Value (US$)
|
| Dynamic Diversified Income Trust
|
Dynamic Focus Plus Divers Inc Trust
|
| Dynamic Europe
|
Dynamic European Value
|
| Dynamic Far East
|
Dynamic Far East Value
|
| Dynamic Focus Plus U.S. Class
|
Dynamic Focus Plus American Class
|
| Dynamic Fund of Canada
|
Dynamic Value Fund of Canada
|
| Dynamic Global Financial Serv Class
|
Dynamic Focus Pl Global Fin Serv Cl
|
| Dynamic Health Sciences
|
Dynamic Global Health Sciences
|
| Dynamic International
|
Dynamic International Value
|
| Dynamic International (US$)
|
Dynamic International Value (US$)
|
| Dynamic Power American
|
Dynamic Power American Growth
|
| Dynamic Power U.S. Growth Class
|
Dynamic Power American Growth Class
|
| Dynamic Precious Metals
|
Dynamic Canadian Precious Metals
|
| Dynamic RSP Americas
|
Dynamic RSP Americas Value
|
| Dynamic RSP Europe
|
Dynamic RSP European Value
|
| Dynamic RSP Far East
|
Dynamic RSP Far East Value
|
| Dynamic RSP Health Sciences
|
Dynamic RSP Global Health Sciences
|
| Dynamic RSP International
|
Dynamic RSP International Value
|
| Dynamic RSP Power American
|
Dynamic RSP Power American Growth
|
| Dynamic Real Estate Equity
|
Dynamic Global Real Estate
|
| Dynamic U.S. Value Class
|
Dynamic American Value Class
|
View the Fund
Report for Dynamic Mutual Funds Ltd.
Wednesday, December 5th, 2001: Hirsch Asset
Management name change
Effective
December 3, 2001, Hirsch Asset Management Corp.
has renamed the following Funds:
| Previous Name
|
New Name
|
| Hirsch Balanced
|
CEO Hirsch Tactical Allocation
|
| Hirsch Canadian Growth
|
CEO Hirsch Canadian
|
| Hirsch Fixed Income
|
CEO Canadian Demographic
|
| Hirsch Natural Resource
|
CEO Hirsch Natural Resource
|
View the Fund
Report for Hirsch Asset Management Corp.
Wednesday, December 5, 2001: CI Mutual Funds
Manager Change
Effective December 2, 2001, CI Mutual Funds has
announced the following portfolio manager changes:
| Fund Name
|
Previous Manager
|
New Manager
|
| CI Global Telecom. Sector S (US$)
|
Stephen Waite
|
Andre Desautel
|
| CI Global Telecommunications Sect
|
Stephen Waite
|
Andre Desautel
|
| CI Global Telecommunications RSP
|
Stephen Waite
|
Andre Desautel
|
| CI Global Tech. Sector Shar (US$)
|
Stephen Waite
|
Andre Desautel
|
| CI Global Technology RSP
|
Stephen Waite
|
Andre Desautel
|
| CI Global Technology Sector
|
Stephen Waite
|
Andre Desautel
|
| CI Global Biotech Sector (US$)
|
Stephen Waite
|
Maxim Jacobs
|
| CI Global Biotechnology RSP
|
Stephen Waite
|
Maxim Jacobs
|
| CI Global Biotechnology Sector
|
Stephen Waite
|
Maxim Jacobs
|
| CI Glo Business-to-Business (US$)
|
Stephen Waite
|
Francois Campeau
|
| CI Glo Business-to-Business RSP
|
Stephen Waite
|
Francois Campeau
|
| CI Glo Business-to-Business Sec
|
Stephen Waite
|
Francois Campeau
|
| CCI Global Boomernomics (US$)
|
Stephen Waite
|
Robert Beckwitt
|
| CI Global Boomernomics GIF-A
|
Stephen Waite
|
Robert Beckwitt
|
| CI Global Boomernomics GIF-B
|
Stephen Waite
|
Robert Beckwitt
|
| CI Global Boomernomics RSP
|
Stephen Waite
|
Robert Beckwitt
|
| CI Global Boomernomics RSP GIF-A
|
Stephen Waite
|
Robert Beckwitt
|
| CI Global Boomernomics RSP GIF-B
|
Stephen Waite
|
Robert Beckwitt
|
| CI Global Boomernomics Sector
|
Stephen Waite
|
Robert Beckwitt
|
View the Fund
Report for CI Mutual Funds.
Friday, November 30th, 2001: New TD Asset
Management Funds
Effective November 30, 2001, TD Asset
Management Inc. has launched 12 new advisor series
funds.
- TD FundSmart Mgd Agg Gro Port-A
- TD FundSmart Mgd Agg RSP Port-A
- TD FundSmart Mgd Bal Gro RSP Port-A
- TD FundSmart Mgd Inc&MdG RSP Port-A
- TD FundSmart Mgd MaxEq Gro Port-A
- TD FundSmart Mgd MaxEq RSP Port-A
- TD Mgd Aggr Growt RSP Port-A
- TD Mgd Aggressive Growth Port-A
- TD Mgd Bal Growth RSP Port-A
- TD Mgd Inc&Mod Growth RSP Port-A
- TD Mgd Max Eq Growth Port-A
- TD Mgd MaxEq RSP Port-A
View the Fund
Report for TD Asset Management Inc.
Friday, November 30th, 2001: New R Fund
(BLC-Rothschild) Fund
Effective November 30, 2001, R Funds has
launched 1 new fund.
View the Fund
Report for R Fund (BLC-Rothschild).
Wednesday, November 28th, 2001: Merrill Lynch
name change
Effective November 1, 2001, Merrill Lynch
Investment Managers Canada Inc. has renamed the
following Funds:
| Previous Name
|
New Name
|
| Merrill Lynch Internet Strategies
|
Merrill Lynch Global Technology
|
| Merrill Lynch Internet Strategies RSP
|
Merrill Lynch Global Technology RSP
|
View the Fund
Report for Merrill Lynch Investment Managers
Canada Inc.
Wednesday, November 28th, 2001: StrategicNova
Manager Change
Effective November 13, 2001, Neil Hobson has
replaced Robert Conlon as the new manager for
StrategicNova Emerging Market Fund.
Effective November 28, 2001, Barry Allan has
replaced Michael Labanowich as the new manager for
StrategicNova Cdn High Yield Bond.
View the Fund
Report for StrategicNova Mutual Funds.
Monday, November 26th, 2001: AIC fund merger
Effective November 26, 2001, AIC Limited has
announced the following fund mergers:
| Discontinued Fund
|
Merged Into
|
| AIC RSP Global Health Care
|
AIC RSP Global Medical Science
|
| AIC Global Health Care (US$)
|
AIC Global Medical Science (US$)
|
| AIC Global Health Care
|
AIC Global Medical Science
|
View the Fund
Report for AIC Limited.
Tuesday, November 20th, 2001: New London Life
funds
Effective November 20, 2001, London Life
Insurance Co. has launched 11 new funds:
- London Life Balanced (MF)
- London Life Canadian Equity Profile
- London Life Cdn Growth Sectors (L)
- London Life Cdn Sci & Tech (GWLIM)
- London Life Ethics (GWLIM)
- London Life Fixed Income Profile
- London Life Foreign Equity (MF)
- London Life Global Equity Profile
- London Life International Stock(MF)
- London Life Smaller Company (MF)
- London Life U.S. Growth Sec (L)
View the Fund
Report for London Life Insurance Co.
Monday, November 19th, 2001: Altamira closes 4
funds
Effective November 15, 2001, Altamira
Investment Services Inc. announced the following
funds are closed to new investors:
- 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.
Monday, November 19th, 2001: New TD funds
Effective November 19, 2001, TD Asset
Management Inc. has launched 2 new advisor series
funds:
- TD Dividend Growth-A
- TD Real Return Bond-A
View the Fund
Report for TD Asset Management Inc.
Thursday, November 15th, 2001: New Sprott fund
Effective
November 15, 2001, Sprott Securities Inc. has
launched Sprott Gold and Precious Minerals fund.
View the Fund
Report for Sprott Securities Inc.
Thursday, November 15th, 2001: New Industrial
funds
Effective November 5, 2001, Industrial Alliance
Life Ins. Co has launched 17 new segregated funds:
- IA Boomernomics
- IA Canadian Equity (Dynamic)
- IA Canadian Equity Growth
- IA Canadian Equity Index
- IA Ecflx Boomernomics
- IA Ecflx Canadian Equity (Dynamic)
- IA Ecflx Canadian Equity Growth
- IA Ecflx Canadian Equity Index
- IA Ecflx Glo Health Care (Talvest)
- IA Ecflx Global Equity (Templeton)
- IA Ecflx Global Financial Serv (CI)
- IA Ecflx Global Technology (ABN)
- IA Ecflx Intl Equity (McLean)
- IA Ecflx U.S. Equity (Legg Mason)
- IA Global Equity (Templeton)
- IA International Equity (McLean)
- IA U.S. Equity (Legg Mason)
View the Fund
Report for Industrial Alliance Life Ins. Co.
Effective November 5, 2001, Industrial Alliance
Pacific Life Insurance has launched 10 new
segregated funds:
- IAP Ecflx Boomernomics
- IAP Ecflx Canadian Equity (Dynamic)
- IAP Ecflx Canadian Equity Growth
- IAP Ecflx Canadian Equity Index
- IAP Ecflx Global Equity (Templeton)
- IAP Ecflx Global Financial Ser (CI)
- IAP Ecflx Global Health Care (Tal)
- IAP Ecflx Global Technology (ABN)
- IAP Ecflx Intl Equity (MB)
- IAP Ecflx U.S. Equity (Legg Mason)
View the Fund
Report for Industrial Alliance Pacific Life
Insurance .
In addition, the following funds have been
renamed:
| Previous Name
|
New Name
|
| Ind-Alliance A Stocks
|
IA Canadian Equity Value
|
| Ind-Alliance ABS Canadian Equity
|
IA Canadian Equity (Bissett)
|
| Ind-Alliance AFI True North
|
IA Fidelity True North
|
| Ind-Alliance AKB KBSH Cdn Equity
|
IA Canadian Equity (Knight Bain)
|
| Ind-Alliance AM Stocks Multi
|
IA Multi-Management Equity
|
| Ind-Alliance AMB MB Cdn Equ Growth
|
IA Canadian Equity (McLean Budden)
|
| Ind-Alliance AP Perigee Stocks
|
IA Canadian Equity (Perigee)
|
| Ind-Alliance ART RT Canadian Equity
|
IA Canadian Equity (Brinson)
|
| Ind-Alliance BBS Bissett Bonds
|
IA Bissett Bonds
|
| Ind-Alliance BKB KBSH Bonds
|
IA Bonds (Knight Bain)
|
| Ind-Alliance BMB MB Bonds
|
IA Bonds (McLean Budden)
|
| Ind-Alliance Bonds B
|
IA Bonds
|
| Ind-Alliance Bonds 'BNL' NL
|
IA Bonds - serie 2
|
| Ind-Alliance BP Perigee Bond
|
IA Bonds (Perigee)
|
| Ind-Alliance BRT RT Bonds
|
IA Bonds (Brinson)
|
| Ind-Alliance C Divers. - S2
|
IA Growth and Income (AGF)
|
| Ind-Alliance AM Stocks Multi
|
IA Multi-Management Equity
|
| Ind-Alliance DIPLOMA RESP
|
IA DIPLOMA RESP
|
| Ind-Alliance Diver. 'DNL' NL
|
IA NL Diversified
|
| Ind-Alliance Diversified
|
IA Diversified
|
| Ind-Alliance DKB KBSH Divers
|
IA Diversified (Knight Bain)
|
| Ind-Alliance DM Diversified Multi
|
IA Multi-Management Diversified
|
| Ind-Alliance DMA Divr Multi AGR
|
IA Multi-Management Div Aggressive
|
| Ind-Alliance DUMB MB Divers
|
IA Diversified (McLean Budden)
|
| Ind-Alliance DOM Divers Multi
|
IA Multi-Management Diversified Pop
|
| Ind-Alliance DO Divers Pop
|
IA Diversified Opportunity
|
| Ind-Alliance DP Perigee Divers
|
IA Diversified (Perigee)
|
| Ind-Alliance DRT RT Divers
|
IA Diversified (Brinson)
|
| Ind-Alliance DS Divers Sec
|
IA Diversified Security
|
| Ind-Alliance Ecflx ABS Cdn Equity
|
IA Ecflx Canadian Equity (Bissett)
|
| Ind-Alliance Ecflx AFI Stocks
|
IA Ecflx Fidelity True North
|
| Ind-Alliance Ecflx AM Stock Multi
|
IA Ecflx Multi-Management Equity
|
| Ind-Alliance Ecflx ANL NL-Stock
|
IA Ecflx NL Stock
|
| Ind-Alliance Ecflx BBS Bonds
|
IA Ecflx Bissett Bonds
|
| Ind-Alliance Ecflx BNL NL Bond
|
IA Ecflx Bonds - serie 2
|
| Ind-Alliance Ecflx DFI Cdn AssetAll
|
IA Ecflx Fidelity Cdn Asset Alloc
|
| Ind-Alliance Ecflx DMA Div Mult AGR
|
IA Ecflx Multi-Mng Div Aggressive
|
| Ind-Alliance Ecflx DOM Div Multi
|
IA Ecflx Multi-Mng Diversified Pop
|
| Ind-Alliance Ecflx DNL NL Divers
|
IA Ecflx NL Diversified
|
| Ind-Alliance Ecflx DO Div Pop
|
IA Ecflx Diversified Opportunity
|
| Ind-Alliance Ecflx DS Divers Sec
|
IA Ecflx Diversified Security
|
| Ind-Alliance Ecflx KAA Euro Equity
|
IA Ecflx European Equity (ABN AMRO)
|
| Ind-Alliance Ecflx KFI Euro
|
IA Ecflx Fidelity European Growth
|
| Ind-Alliance Ecflx LAA Global Gwth
|
IA Ecflx Global Equity (ABN AMRO)
|
| Ind-Alliance Ecflx NFI Cdn Growth
|
IA Ecflx Fidelity Canadian Gwth Com
|
| Ind-Alliance Eco ISS Int Adv
|
IA Ecflx International Equity Index
|
| Ind-Alliance Eco LFS Global Equity
|
IA Ecflx Global Equity
|
| Ind-Alliance Eco PFS AsiaPacific
|
IA Ecflx Asian Pacific
|
| Ind-Alliance Eco USS Adv/DAQ
|
IA Ecflx U.S. DAQ Index
|
| Ind-Alliance Ecoflex A
|
IA Ecflx Canadian Equity Value
|
| Ind-Alliance Ecoflex B
|
IA Ecflx Bonds
|
| Ind-Alliance Ecoflex D
|
IA Ecflx Diversified
|
| Ind-Alliance Ecoflex E
|
IA Ecflx Emerging Markets
|
| Ind-Alliance Ecoflex G
|
IA Ecflx Global Bonds
|
| Ind-Alliance Ecoflex H
|
IA Ecflx Mortgages
|
| Ind-Alliance Ecoflex I
|
IA Ecflx Intl Equity (Templeton)
|
| Ind-Alliance Ecoflex M
|
IA Ecflx Money Market
|
| Ind-Alliance Ecoflex N
|
IA Ecflx Canadian Advantage
|
| Ind-Alliance Ecoflex R
|
IA Ecflx Income
|
| Ind-Alliance Ecoflex S
|
IA Ecflx U.S. Equity (AGF)
|
| Ind-Alliance Ecoflex T
|
IA Ecflx Select Canadian
|
| Ind-Alliance Ecoflex U
|
IA Ecflx U.S. Equity Index
|
| Ind-Alliance Ecoflex V
|
IA Ecflx Dividends
|
| Ind-Alliance Emerging Market
|
IA Emerging Markets
|
| Ind-Alliance Global Bond
|
IA Global Bonds
|
| Ind-Alliance Int'l I
|
IA International Equity (Templeton)
|
| Ind-Alliance ISS Int'l Adv.
|
IA International Equity Index
|
| Ind-Alliance JF Diversified
|
IA Diversified (Jarislowsky)
|
| Ind-Alliance KAA European Equity
|
IA European Equity (ABN AMRO)
|
| Ind-Alliance KFI Europe
|
IA Fidelity European Growth
|
| Ind-Alliance LAA AA Global Equity
|
IA Global Equity (ABN AMRO)
|
| Ind-Alliance LFS Global Equity
|
IA Global Equity
|
| Ind-Alliance LMB MB Global Equity
|
IA Global Equity ( McLean Budden)
|
| Ind-Alliance Money Market
|
IA Money Market
|
| Ind-Alliance Mortgage
|
IA Mortgages
|
| Ind-Alliance N Can Advantage
|
IA Cdn Equity Index (Small Cap.)
|
| Ind-Alliance NFI Cdn Growth
|
IA Fidelity Canadian Growth Co
|
| Ind-Alliance P Stocks - S2
|
IA Canadian Equity (AGF)
|
| Ind-Alliance PFS Asian Pacific
|
IA Asian Pacific
|
| Ind-Alliance R Income
|
IA Income
|
| Ind-Alliance S US Stocks
|
IA U.S. Equity (AGF)
|
| Ind-Alliance Stock 'ANL' NL
|
IA NL Stock
|
| Ind-Alliance U US Advantage
|
IA U.S. Equity Index
|
| Ind-Alliance USS US Adv/DAQ
|
IA U.S. DAQ Index
|
| Ind-Alliance V Dividends
|
IA Dividends
|
| IAP Ecflx ABS Cdn Equ
|
IAP Canadian Equity (Bissett)
|
| IAP Ecflx AM Stocks Multi
|
IAP Multi-Management Equity
|
| IAP Ecflx DFI Canadian Asset Alloc
|
IAP Fidelity Cdn Asset Allocation
|
| IAP Ecflx DMA Div Multi AGR
|
IAP Multi-Management Div Aggressive
|
| IAP Ecflx DOM Div Multi Pop
|
IAP Multi-Management Diversified Op
|
| IAP Ecflx ISS Int'l Adv
|
IAP International Equity Index
|
| IAP Ecflx KAA European Equity
|
IAP European Equity (ABN Amro)
|
| IAP Ecflx LAA Global Growth
|
IAP Global Equity (ABN Amro)
|
| IAP Ecflx LFS Glo Equ
|
IAP Ecflx Global Equity
|
| IAP Ecflx PFS Asian Pac
|
IAP Ecflx Asian Pacific
|
| IAP Ecflx USS US Ad/DAQ
|
IAP U.S. DAQ Equity
|
| IAP Ecoflex A
|
IAP Canadian Equity Value
|
| IAP Ecoflex AFI Stks
|
IAP Fidelity True North
|
| IAP Ecoflex B
|
IAP Bonds
|
| IAP Ecoflex BBS Bonds
|
IAP Ecflx Bissett Bonds
|
| IAP Ecoflex D
|
IAP Diversified
|
| IAP Ecoflex DO Div Pop
|
IAP Diversified Opportunity
|
| IAP Ecoflex DS Div Sec
|
IAP Diversified Security
|
| IAP Ecoflex E
|
IAP Ecflx Emerging Markets
|
| IAP Ecoflex G
|
IAP Ecflx Global Bonds
|
| IAP Ecoflex H
|
IAP Ecflx Mortgages
|
| IAP Ecoflex I
|
IAP International Equity (Templeton)
|
| IAP Ecoflex KFI Europe
|
IAP Fidelity European Growth
|
| IAP Ecoflex M
|
IAP Money Market
|
| IAP Ecoflex N
|
IAP Ecflx Canadian Advantage
|
| IAP Ecoflex NFI Cdn Gr
|
IAP Fidelity Canadian Growth Co
|
| IAP Ecoflex R
|
IAP Income
|
| IAP Ecoflex S
|
IAP U.S. Equity (AGF)
|
| IAP Ecoflex T
|
IAP Select Canadian
|
| IAP Ecoflex U
|
IAP U.S. Equity Index
|
| IAP Ecoflex V
|
IAP Dividends
|
| IAP Ecoflx 'ANL' Stk
|
IAP Ecflx NL Stock
|
| IAP Ecoflx 'BNL' Bd
|
IAP Bonds - serie 2
|
| IAP Ecoflx 'DNL' Divers
|
IAP Ecflx NL Diversified
|
Friday, November 9th, 2001: Integra Capital
Management Corp. fund merger
Effective November 7, 2001, Integra Capital
Management Corp. has has announced the following
fund mergers:
| Discontinued Fund
|
Merged Into
|
| Integra Canadian Value Growth
|
ICM Canadian Value Growth
|
| Integra U.S. Value Growth
|
ICM U.S. Value Growth
|
View the Fund
Report for Integra Capital Management Corp.
Wednesday, November 7th, 2001: StrategicNova
name change
Effective November 7, 2001, StrategicNova
Mutual Funds has renamed the following Funds:
| Previous Name
|
New Name
|
| StrategicNova World Balanced Value RSP
|
StrategicNova Canadian Aggressive
Balanced
|
| StrategicNova Income
|
StrategicNova Canadian Bond
|
| StrategicNova Government Bond
|
StrategicNova Canadian Government Bond
|
| StrategicNova Money Market
|
StrategicNova Canadian Money Market
|
View the Fund
Report for StrategicNova Mutual Funds.
Wednesday, November 7, 2001: Fonds des
Professionnels Inc. fund terminated
Effective October 31, 2001, Fonds des
Professionnels Inc. has terminated the following
fund:
- Quebec Professionals Gwth & Inc Fund.
View the Fund
Report for Fonds des Professionnels Inc.
Wednesday, November 7, 2001: Investors Group
Manager Change
Effective November 2, 2001, Investors Group has
announced the following portfolio manager change:
| Fund Name |
Previous Manager |
New Manager |
| IG AGF International Equity Fund |
Rupert Robinson |
Chris Jenkins |
View the Fund
Report for Investors Group.
Tuesday, November 6th, 2001: Montrusco Bolton
name change
Effective November 6, 2001, Montrusco Bolton
has renamed the following Funds:
| Previous Name |
New Name |
| Montrusco Select Balanced Plus |
Montrusco Bolton Balanced Plus |
| Montrusco Select Bond Index Plus |
Montrusco Bolton Bond Index Plus |
| Montrusco Select Canadian Equity |
Montrusco Bolton Canadian Company |
| Montrusco Select Cont. Europe |
Montrusco Bolton Cont. Europe Equ |
| Montrusco Select E.A.F.E. (US$) |
Montrusco Bolton Int'l Equity (US$) |
| Montrusco Select Growth |
Montrusco Bolton Enterprise |
| Montrusco Select Non-Tax US (US$) |
Montrusco Bolton U.S. Indexed (US$) |
| Montrusco Select T-Max |
Montrusco Bolton T-Max |
| Montrusco Select Tax. US (US$) |
Montrusco Bolton Tax. US Equ (US$) |
View the Fund
Report for Montrusco Bolton.
Monday, November 5th, 2001: New ING funds
Effective November 5, 2001, ING Funds has
launched 2 new funds:
- ING Global Equity
- ING Global Equity RSP
View the Fund
Report for ING Funds.
Thursday, November 1st, 2001: New Astra funds
Effective
November 1, 2001, SSQ VIE Inv et retraite(Astra)
has launched 9 new funds:
- Astra American Dynamic Equity
- Astra Canadian Dynamic Equity
- Astra Canadian Growth Equity
- Astra Canadian Small Capitalization
- Astra Canadian Value Equity
- Astra Diversified Dynamic
- Astra Diversified Growth
- Astra Global Dynamic Equity
- Astra Health
View the Fund
Report for SSQ VIE Inv et retraite(Astra).
Thursday, November 1st, 2001: Acuity name
change
Effective November 1, 2001, Acuity Funds Ltd.
has renamed the following Funds:
| Previous Name |
New Name |
| Clean Environment Balanced |
Acuity Clean Environment Balanced |
| Clean Environment Global Equity |
Acuity Clean Environment Global Equ |
| Clean Environment Equity |
Acuity Clean Environment Equity |
| Acuity Global Envir. Sci & Tech |
Acuity Clean Environment Sci & Tech |
| Acuity Bond |
Acuity Fixed Income |
View the Fund
Report for Acuity Funds Ltd.
Wednesday, October 31st, 2001: Scotia name
change
Effective September 18, 2001, Scotia Securities
Inc. has renamed the Scotia International Growth
fund to Scotia Global Growth.
View the Fund
Report for Scotia Securities Inc.
Monday, October 29th, 2001: New AIM funds
Effective October 29, 2001, AIM Funds
Management Inc. has launched 8 new funds:
- AIM Core American Equity Cl (US$)
- AIM Core American Equity Class
- AIM Core Canadian Balanced Class
- AIM Core Canadian Equity Class
- AIM Core Global Equity Class
- AIM Core Global Equity Class (US$)
- AIM RSP Core American Equity
- AIM RSP Core Global Equity
View the Fund
Report for AIM Funds Management Inc.
Monday, October 29th, 2001: New Royal funds
Effective October 29, 2001, Royal Mutual Funds
Inc. has launched 15 new funds:
- RBC Advisor Blue Chip Cdn Equity
- RBC Advisor Emerging Mkts Equ Class
- RBC Advisor Glo Consumer Trends Cl
- RBC Advisor Glo Infrastructure Cl
- RBC Advisor Global Balanced Class
- RBC Advisor Global Comm & Media Cl
- RBC Advisor Global Financial Ser Cl
- RBC Advisor Global Health Sci Cl
- RBC Advisor Global High Yield
- RBC Advisor Global Resources Cl
- RBC Advisor Global Small Cap Equ Cl
- RBC Advisor Global Technology Class
- RBC Advisor Global Titans Class
- RBC Advisor Short-Term Income Class
- RBC Advisor U.S. Equity Class
In addition, DS Premier Canadian Bond Portfolio
has been renamed to RBC Advisor Canadian Bond.
View the Fund
Report for Royal Mutual Funds Inc.
Thursday, October 25th, 2001: New National
Bank fund
Effective October 25, 2001, National Bank
Mutual Funds has launched National Bank/Fid True
North fund.
View the Fund
Report for National Bank Mutual Funds.
Wednesday, October 24th, 2001: Integra Fund
Merger
Effective October 22, 2001, Integra U.S. Small
Cap offered by Integra Capital Management Corp.
has merged into ICM U.S. Small Cap Equity fund.
View the Fund
Report for Integra Capital Management Corp.
Monday, October 22nd, 2001: Investors name
change
Effective
October 22, 2001, Investors Group has renamed the
following Funds:
| Previous Name |
New Name |
| GS American Equity |
IG AGF U.S. Growth II |
| GS Canadian Balanced |
IG AGF Canadian Balanced |
| GS Canadian Equity |
IG AGF Canadian Growth II |
| GS International Bond |
IG AGF International Bond |
| GS International Equity |
IG AGF International Equity |
| Investors Cdn Small Cap Fund II |
Investors Cdn Small Cap Growth |
| Investors Retirement Mutual Fund |
Investors Canadian Large Cap Value |
View the Fund
Report for Investors Group.
Friday, October 19, 2001: Talvest Manager
Change
Effective October 10 2001, Talvest Fund
Management Inc. has announced the following
portfolio manager changes:
| Fund Name |
Previous Manager |
New Manager |
| Talvest Cdn. Asset Allocation |
Jean-Guy Desjardin |
TAL Global Asset Management - Mgmt. Team |
| Talvest Global Asset Allocation RSP |
Jean-Guy Desjardin |
TAL Global Asset Management - Mgmt. Team |
View the Fund
Report for Talvest Fund Management Inc.
Friday, October 19, 2001: AGF Manager Change
Effective October 18 2001, AGF Funds Inc. has
announced the following portfolio manager changes:
| Fund Name |
Previous Manager |
New Manager |
| AGF Latin America |
Peter Gruber |
Patricia Perez-Coutts |
| AGF Latin America (US$) |
Peter Gruber |
Patricia Perez-Coutts |
View the View
the Fund Report for AGF Funds Inc.
Wednesday, October 17, 2001: Mackenzie Manager
Change
Effective October 6 2001, Mackenzie Financial
Corporation has announced the following portfolio
manager changes:
| Fund Name |
Previous Manager |
New Manager |
| MAXXUM Canadian Balanced |
Gerald T. Boychuk, Doug Crawford &
Martin Anstee |
Timonthy Gleeson, Chuck Roth & Chris
Kresic |
| MAXXUM Canadian Equity Growth |
Jacqueline Pratt |
Chuck Roth |
| MAXXUM Dividend |
Jacqueline Pratt |
Bill Procter |
| MAXXUM Income |
Gerald T. Boychuk |
Timonthy Glesson & Chris Kresic |
| MAXXUM Money Market |
Doug Crawford |
Timonthy Glesson & Chris Kresic |
| MAXXUM Natural Resource |
Jacqueline Pratt |
Frederick Sturm |
| MAXXUM Precious Metals |
Martin Anstee |
Frederick Sturm |
View the Fund
Report for Mackenzie Financial Corporation.
Wednesday, October 17, 2001: StrategicNova
funds terminated
Effective October 15, 2001, StrategicNova
Mutual Funds has terminated the following funds:
- StrategicNova EuroTech
- StrategicNova U.S. High Yd Bd (US$)
- StrategicNova U.S. Midcap Growth
- StrategicNova World Bond
- StrategicNova WorldTech
View the Fund
Report for StrategicNova Mutual Funds.
Friday, October 12, 2001: New Transamerica
funds
Effective October 11, 2001, Transamerica Life
Canada has launched 32 new segregated funds:
- Trans AGF Intl Value 75/100
- Trans AGF Intl Value 75/75
- Trans AIC Amer Focused 75/100
- Trans AIC Amer Focused 75/75
- Trans AIC Diversified Can 75/100
- Trans AIC Diversified Can 75/75
- Trans CI Gbl Boomernomics 75/100
- Trans CI Gbl Boomernomics 75/75
- Trans CI Global 75/100
- Trans CI Global 75/75
- Trans Fidelity Can AA 75/100
- Trans Fidelity Can AA 75/75
- Trans Fidelity Intl Port 75/100
- Trans Fidelity Intl Port 75/75
- Trans Fidelity True North 75/100
- Trans Fidelity True North 75/75
- Trans Mac Ivy Gwth Inc 75/100
- Trans Mac Ivy Gwth Inc 75/75
- Trans TD Div Income 75/100
- Trans TD Div Income 75/75
- Trans TOP Cdn Mgrs Portfolio 75/100
- Trans TOP Cdn Mgrs Portfolio 75/75
- Trans TOP Cdn Mgrs Portfolio100/100
- Trans TOP Gbl Mgrs Portfolio 75/100
- Trans TOP Gbl Mgrs Portfolio 75/75
- Trans TOP Gbl Mgrs Portfolio100/100
- Trans TOP Gbl Sectors Port 100/100
- Trans TOP Gbl Sectors Port 75/100
- Trans TOP Gbl Sectors Port 75/75
- Trans TOP US Mgrs Portfolio 100/100
- Trans TOP US Mgrs Portfolio 75/100
- Trans TOP US Mgrs Portfolio 75/75
View the Fund
Report for Transamerica Life Canada.
Thursday, October 11th, 2001: Maritime name
change
Effective October 1, 2001, Maritime Life
Assurance Co. has renamed the following Funds:
| Previous Name |
New Name |
| Maritime Life Gbl Strat Cdn Opp-A&C |
Maritime Life AGF Cdn Opp-A&C |
| Maritime Life Gbl Strat Cdn Opp - B |
Maritime Life AGF Cdn Opport - B |
| Maritime Life Gbl Strat Cda Gw -A&C |
Maritime Life AGF Cdn Value -A&C |
| Maritime Life Gbl Strat Cda Gw - 'B' |
Maritime Life AGF Cdn Value-'B' |
| Maritime Life Gbl Strat Wld RSP - B |
Maritime Life AGF Wld Equ RSP - B |
| Maritime Life Gbl Strat Wld RSP -A&C |
Maritime Life AGF Wld Equ RSP-A&C |
View the Fund
Report for Maritime Life Assurance Co.
Thursday, October 11th, 2001: Sogefonds fund
merger
Effective October 5, 2001, Sogefonds MFQ Inc.
has announced the following fund mergers:
| Discontinued Fund |
Merged Into |
| Fonds Ficadre Actions |
Talvest Cdn Equity Growth |
| Fonds Ficadre Defensive Balanced |
Talvest Cdn. Asset Allocation |
| Fonds Ficadre Demographic |
Talvest Global Multi Management RSP |
| Fonds Ficadre Dividends |
Talvest Dividend |
| Fonds Ficadre Equilibre |
Talvest Cdn. Asset Allocation |
| Fonds Ficadre Money Market |
Talvest Money Market |
| Fonds Ficadre Obligations |
Talvest Bond |
View the Fund
Report for Sogefonds MFQ Inc.
Thursday, October 11th, 2001: Integra name
change
Effective October 11, 2001, Integra Capital
Management Corp. has renamed Integra Analytic US
Large Cap Equ Fund to Integra Analytic Core U.S.
Equity.
View the Fund
Report for Integra Capital Management Corp.
Wednesday, October 10th, 2001: Mackenzie
acquisition
Mackenzie
Financial Corporation has acquired all Scudder and
MAXXUM funds as of July 2001. As a result, all
Scudder and MAXXUM funds will be listed under the
Mackenzie Financial Corporation effective October
9, 2001. For more detail, please visit Mackenzie
Financial Corporation.
View the Fund
Report for Mackenzie Financial Corporation.
Tuesday, October 9th, 2001: New IFSC asset
classes
globeadvisor.com is pleased to announce
that as of Tuesday, October 9th, 2001, it will
adopt the new IFSC (Investment Funds Standards
Committee) standards for mutual fund
classification in Canada. The Investment Funds
Standards Committee has completed a full review of
all fund categories. As a result of that review
there will be a number of changes, which we
believe will enhance the monthly fund tables and
rankings
Under the new standards, there will be 35 asset
categories, an increase from the former 33 asset
categories. The individual funds will be assigned
to the appropriate category. The criteria for
allocation into a specific fund category is as
follows. Firstly, a fund's objective and style, as
presented in the prospectus, is looked at to
determine the appropriate asset category. Then the
funds actual portfolio holdings over a period of
time are examined to determine its placement
within a specific category.
The primary purpose of the new asset
classifications is to provide investors with a
consistent set of mutual fund categories. The
proliferation of mutual fund listings and analysis
services has created some confusion in the absence
of industry-standardized fund categories. While
the committee recognizes that no fund category
scheme is suited for all purposes, establishing a
standard is nonetheless considered beneficial for
the mutual fund investor.
These changes will appear on globeadvisor
wherever funds are grouped by Asset Class, for
example, in the Fund Filter, Fund Selector and the
Group Average comparison on the Fund Report. To
find out to which new asset class a fund belongs,
click the fund name when viewing a Fund Report. A
Fund Profile will be shown specifying the new
asset class.
The new asset classes that have been created are:
- Health Care
- Financial Services
- Alternative Strategies
The categories that have been revised and renamed
are:
- Canadian High Income Balanced is now Canadian
Income Trusts Funds
- Foreign Money Market is now U.S.
Money Market
- Canadian Small & Mid Cap is now Canadian
Small Capitalization
The categories that have been eliminated are:
- Country Specific Funds with funds
moved to Specialty Miscellaneous
For more information on the fund category
changes please visit the IFSC
site.
Overview: The Investment Funds Standards
Committee (IFSC) was formed in January 1998 by
Canada's major mutual fund database and research
firms with a self-imposed mandate to standardize
the classifications of Canadian-domiciled mutual
funds.
Friday, October 5, 2001: Montrusco Bolton Fund
Terminations
Effective October 5, 2001, Montrusco Bolton has
terminated the following funds.
- Montrusco Select Balanced
- Montrusco Select Global Bal Plus
- Montrusco Select Income
- Montrusco Select Japan Equity
View the Fund
Report for Montrusco Bolton Funds.
Wednesday, October 3rd, 2001: AIC Manager
Changes
Effective October 2, 2001, AIC Limited has
announced the following portfolio manager
changes:
Michele Calpin has been appointed to be the lead
manager for the following funds:
- AIC American Balanced
- AIC American Balanced (US$)
- AIC American Balanced Corp Cl (US$)
- AIC American Balanced Corp Class
- AIC Amer Income Equity Seg (100%)
- AIC Amer Income Equity Seg (75%)
Anne-Mette de Place Filippini has been appointed
to be the lead manager for the following funds:
- AIC Global Balanced
- AIC Global Balanced (US$)
- AIC RSP Global Balanced
View the Fund
Report for AIC Limited.
Monday, October 1st, 2001: New Maritime
funds
Effective October 1, 2001, Maritime Life
Assurance Co. has launched 6 new funds:
- Maritime Life AGF AllStyleGloEq-'B'
- Maritime Life AGF AllStyleGloEq-A&C
- Maritime Life All American Port 'B'
- Maritime Life All American Port A&C
- Maritime Life Multi-Nat Gw&Inc 'B'
- Maritime Life Multi-Nat Gw&Inc A&C
View the Fund
Report for Maritime Life Assurance Co.
Wednesday, September 26, 2001: New Fidelity
funds
Effective September 26, 2001, Fidelity
Investments Canada Ltd. has launched 18 new
funds:
- Fidelity American Opportunities Cl
- Fidelity Canadian Balanced Class
- Fidelity Canadian Growth Company Cl
- Fidelity Cdn Short Term Income Cl
- Fidelity Disciplined Equity Class
- Fidelity European Growth Class
- Fidelity Far East Class
- Fidelity Focus Consumer Indust. Cl
- Fidelity Focus Financial Service Cl
- Fidelity Focus Health Care Class
- Fidelity Focus Natural Resources Cl
- Fidelity Focus Technology Class
- Fidelity Focus Telecommunication Cl
- Fidelity Growth America Class
- Fidelity International Portfolio Cl
- Fidelity Japanese Growth Class
- Fidelity Small-Cap America Class
- Fidelity True North Class
View the Fund
Report for Fidelity Investments Canada Ltd.
Monday, September 24, 2001: New AIC funds
Effective September 24, 2001, AIC Limited has
launched 2 new funds:
- AIC American Focused Plus
- AIC American Focused Plus (US$)
View the Fund
Report for AIC Limited.
Monday, September 24, 2001: Franklin
Templeton fund merger
Effective September 21, 2001, Franklin
Templeton Investments has announced the
following fund mergers:
| Discontinued Fund |
Merged Into |
| Templeton Emerging Markets Appr |
Templeton Emerging Markets |
| Templeton Canadian Bond |
Bissett Bond-A |
| Templeton Int'l Balanced |
Templeton Global Balanced |
| Templeton Int'l Balanced (US$) |
Templeton Global Balanced (US$) |
View the Fund
Report for Franklin Templeton Investments.
Friday, September 14, 2001: AIC name changes
Effective September 13, 2001, AIC Limited has
renamed the following funds:
| Previous Name |
New Name |
| AIC Income Equity Corporate Class |
AIC Cdn Balanced Corporate Class |
| AIC Income Equity Corporate Cl (US$) |
AIC Cdn Balanced Corporate Cl (US$) |
| AIC American Income Equ Corp Class |
AIC American Balanced Corp Class |
| AIC American Inc Equ Corp Cl (US$) |
AIC American Balanced Corp Cl (US$) |
View the Fund
Report for AIC Limited.
Canadian mutual funds did not price on
September 11 or 12, 2001
Please note: Due to the tragedies in
New York, Washington D.C. and Pennsylvania
Tuesday, Sept. 11, 2001 there was no valuation
of Canadian mutual funds Sept. 11 or 12, 2001.
Monday, September 10, 2001: New AIC funds
Effective September 10, 2001, AIC Limited has
launched 5 new funds:
- AIC Global Balanced
- AIC Global Balanced (US$)
- AIC RSP American Balanced
- AIC RSP Global Balanced
- AIC U.S. Money Market (US$)
View the Fund
Report for AIC Limited.
Monday, September 10, 2001: New Canada Life
funds
Effective August 22, 2001, Canada Life
Assurance Co. has launched 6 new segregated
funds:
- Generations American Premium Growth
- Generations Asia Pacific (Laketon)
- Generations Canadian Growth (AIM)
- Generations Canadian Premium Growth
- Generations EAFE (Laketon)
- Generations Indexed US Eq RSP(TDQC)
View the Fund
Report for Canada Life Assurance Co.
Friday, September 7, 2001: Northwest fund
merger
Effective August 28, 2001, Northwest
Specialty Momentum offered by Northwest Mutual
Funds Inc. has merged into Northwest Specialty
Equity fund.
View the Fund
Report for Northwest Mutual Funds Inc.
Friday, September 7, 2001: New First Trust
funds
Effective September 5, 2001, First Trust
Portfolios has launched 2 new funds:
- First Trust Pharmaceut. 2001 (US$)
- First Trust Pharmaceutical 2001
View the Fund
Report for First Trust Portfolios.
Wednesday, September 5, 2001: AIC Manager
Change
Effective August 23, 2001, AIC Limited has
announced the following manager changes:
| Fund Name |
Previous Manager |
New Manager |
| AIC Global Telecommunications |
Brian T. Nelson |
Geoff Barth & Allan Brown |
| AIC Global Telecommunications (US$) |
Brian T. Nelson |
Geoff Barth & Allan Brown |
| AIC RSP Global Telecommunications |
Brian T. Nelson |
Geoff Barth & Allan Brown |
| AIC Global Health Care |
Faraz Naqvi |
Geoff Barth & Allan Brown |
| AIC Global Health Care (US$) |
Faraz Naqvi |
Geoff Barth & Allan Brown |
| AIC RSP Global Health Care |
Faraz Naqvi |
Geoff Barth & Allan Brown |
View the Fund
Report for AIC Limited.
Wednesday, September 5, 2001: Cdn Dental
fund terminated
Effective August 27, 2001, the CDA Balanced
fund NR (KBSH) was terminated. Units in the
terminated fund were transferred to the CDA
Balanced fund (KBSH) which is now available for
registered and non-registered investments.
View the Fund
Report for Cdn. Dental Ser Plans Inc.
Friday, August 28, 2001: New Beutel Goodman
funds
Effective August 28, 2001, Beutel Goodman
& Company Ltd. has launched 2 new funds
- Beutel Goodman Canadian Equity Plus
- Beutel Goodman Canadian Intrinsic
View the Fund
Report for Beutel Goodman Managed Funds Inc.
Friday, August 28, 2001: New Elliot &
Page funds
Effective August 28, 2001, Elliott & Page
Ltd. has launched 3 new funds
- E&P Manulife Balanced Asset Allocation
- E&P Manulife Max Growth Port
- E&P Manulife Tax-Managed Port
View the Fund
Report for Elliott & Page Ltd.
Tuesday, August 28, 2001: AIC name change
Effective August 28, 2001, AIC Limited has
renamed the following Funds:
| Previous Name |
New Name |
| AIC Income Equity Fund |
AIC Canadian Balanced Fund |
| AIC American Income Equity Fund |
AIC American Balanced Fund |
View the Fund
Report for AIC Limited.
Monday, August 27, 2001: StategicNova name
change
Effective July 18, 2001, StrategicNova Mutual
Funds has renamed the Navigator Managed Futures
Fund to StrategicNova Managed Futures Hedge
Fund.
View the Fund
Report for StrategicNova Mutual Funds.
Wednesday, August 22, 2001: YMG Merger
Effective August 22, 2001, Mavrix Fund
Management Inc. has purchased the management
agreements for some of YMG funds. As a result,
the following fund name and merger changes have
taken place:
| Previous Name |
New Name |
| YMG American Growth Fund |
Mavrix American Growth Fund |
| YMG Balanced Fund |
Mavrix Balanced Fund |
| YMG Bond Fund |
Mavrix Bond Fund |
| YMG Canadian Value Fund |
Mavrix Canadian Value Fund |
| YMG Emerging Companies Fund |
Mavrix Emerging Companies Fund |
| YMG Enterprise Fund |
Mavrix Enterprise Fund |
| YMG Growth Fund |
Mavrix Growth Fund |
| YMG Income Fund |
Mavrix Income Fund |
| YMG Money Market |
Mavrix Money Market |
| YMG Strategic Fixed Income Fund |
Mavrix Strategic Fixed Income Fund |
| YMG Sustainable Development Fund |
Mavrix Sustainable Development Fund |
Wednesday, August 22, 2001: YMG Manager
Change
Effective August 22, 2001, YMG has announced the
following portfolio manager changes.
| New Name |
Fund Company |
Portfolio Managers |
| Mavrix American Growth Fund |
Mavrix Fund Management Inc. |
Greg Edwards, YMG Capital Management
Inc. (subadvisor) |
| Mavrix Balanced Fund |
Mavrix Fund Management Inc. |
Mal Spooner, Mavrix Fund Management
Inc. |
| Mavrix Bond Fund |
Mavrix Fund Management Inc. |
YMG Capital Management Inc. |
| Mavrix Canadian Value Fund |
Mavrix Fund Management Inc. |
Mal Spooner & Ray Steele , Mavrix
Fund Management Inc. |
| Mavrix Emerging Companies Fund |
Mavrix Fund Management Inc. |
Mal Spooner, Mavrix Fund Management
Inc. |
| Mavrix Enterprise Fund |
Mavrix Fund Management Inc. |
Ray Steele, Mavrix Fund Management
Inc. |
| Mavrix Growth Fund |
Mavrix Fund Management Inc. |
Mal Spooner, Mavrix Fund Management
Inc. |
| Mavrix Income Fund |
Mavrix Fund Management Inc. |
Bill Shaw, Mavrix Fund Management Inc. |
| Mavrix Money Market |
Mavrix Fund Management Inc. |
YMG Capital Capital Management Inc. |
| Mavrix Strategic Fixed Income Fund |
Mavrix Fund Management Inc. |
Art Yeates, YMG Capital Management
Inc. (subadvisor) |
| Mavrix Sustainable Development Fund |
Mavrix Fund Management Inc. |
Jones Heward Investment Counsel Inc. |
Monday, August 20, 2001: New Mackenzie funds
Effective Monday August 20, 2001, Mackenzie
has launched 3 new funds:
- Mackenzie Universal Growth Trends Capital
Class Fund
- Mackenzie Ivy RSP Global Balanced Fund
- Mackenzie Universal RSP Growth Trends Fund
View the Fund
Report for Mackenzie Financial Corporation.
Monday, August 13, 2001: AIM funds name
change
Effective August 13, 2001, AIM Funds
Management Inc. has renamed AIM Global Natural
Resources Class Fund to AIM Global Energy Class.
View the Fund
Report for AIM Funds Management Inc.
Friday, August 10, 2001: New CI funds
Effective August 10, 2001, CI Mutual Funds
has launched 16 new funds:
- CI American Value RSP
- CI American Value Sector
- CI American Value Sector (US$)
- CI European RSP
- CI Global Value RSP
- CI International Bal Sector (US$)
- CI International Balanced Sector
- CI International Sector
- CI International Sector (US$)
- CI Landmark Canadian Sector
- CI Landmark Canadian Sector (US$)
- CI Latin American RSP
- CI Signature Canadian Resource Sect
- CI Signature Cdn Resource Sect(US$)
- CI Signature Select Canadian Sector
- CI Signature Select Cdn Sector(US$)
View the View
the Fund Report for CI Mutual Funds.
Friday, August 10, 2001: Clarington name
change
Effective August 10, 2001, ClaringtonFunds
Inc. has renamed Clarington U.S. Equity Fund to
Clarington U.S. Growth Fund.
In addition, ClaringtonFunds Inc. has
launched 2 new funds:
- Clarington Global Value Class
- Clarington RSP Global Income
View the Fund
Report for ClaringtonFunds Inc.
Wednesday, August 1, 2001: National Bank
name change
Effective July 31, 2001, National Bank Mutual
Funds has renamed the National Bank Sector
Rotation fund to National Bank Cdn
Opportunities.
View the Fund
Report for National Bank Mutual Funds.
Monday, July 30, 2001: Northwest fund merger
Effective July 27, 2001, Northwest Specialty
Aggress Growth offered by Northwest Mutual Funds
Inc. has merged into Northwest Specialty Equity
fund.
View the Fund
Report for Northwest Mutual Funds Inc.
Thursday, July 26, 2001: New Manulife
Financial Funds
Effective July 16, 2001, Manulife Financial
has launched 23 new segregated funds
- MLI Aggress Asset Alloc GIF
- MLI CI Boomernomics GIF2
- MLI CI Boomernomics GIFe2
- MLI CI International Balanced GIF
- MLI CI International Balanced GIFe
- MLI Cdn Balanced (Seamark) GIF
- MLI Cdn Balanced (Seamark) GIFe
- MLI Conser. Asset Alloc GIF
- MLI E&P Cabot Blue Chip GIF
- MLI E&P Cabot Blue Chip GIFe
- MLI E&P Cabot Global Multi GIF
- MLI E&P Cabot Global Multi GIFe
- MLI E&P Gen Wave GIF2
- MLI E&P Gen Wave GIFe2
- MLI E&P Monthly High Income GIF
- MLI E&P Monthly High Income GIFe
- MLI E&P Sector Rotation GIF
- MLI Fidelity GI AA GIF2
- MLI Fidelity GI AA GIFe2
- MLI Global Bond (Oe) GIF
- MLI Global Bond (Oe) GIFe
- MLI International Equ (Temp) GIF
- MLI International Equ (Temp) GIFe
View the View
the Fund Report for Manulife Financial.
Tuesday, July 24, 2001: Assante Manager
Change
Effective July 24, 2001, Assante Asset
Management Ltd. has announced the following
portfolio manager changes.
| Fund Name |
Previous
Manager |
New Manager |
| Optima International Equ Diver Pool |
Assante Asset Management Ltd. -
Mgmt. Team |
Alliance Capital Mgmt.(USA) - Mgmt.
Team |
| Optima RSP Int'l Equity Divers Pool |
Rex Sinquefield |
Dave Plecha |
| Optima RSP US Equ Diversified Pool |
Rex Sinquefield |
Dave Plecha |
View the View
the Fund Report for Assante Asset Management Ltd.
Tuesday, July 17, 2001: AIC funds terminated
Effective July 16, 2001, the following fours
funds offered by AIC Limited have been
terminated:
- AIC Global Health Care Corp Class
- AIC Glo Health Care Corp Cl (US$)
- AIC Glo Telecom Corp Class (US$)
- AIC Glo Telecommunications Corp Cl
View the View
the Fund Report for AIC Limited.
Tuesday, July 17, 2001: StrategicNova fund
terminated
Effective July 10, 2001, StrategicNova Asia
Tech Fund offered by StrategicNova Mutual Funds
has been terminated.
View the Fund
Report for StrategicNova Mutual Funds.
Monday, July 9, 2001: AGF funds merger
Effective July 7, 2000, AGF Funds Inc. has
announced the following fund mergers and name
changes:
Fund Mergers
| Discontinued Fund |
Merged Into |
| AGF Global Government Bond |
AGF Glo Government Bond |
| AGF Global Government Bond (US$) |
AGF Glo Government Bond (US$) |
| AGF RSP Global Bond |
AGF RSP Glo Bond |
| AGF U.S. Income |
AGF Global Total Return Bond |
| AGF U.S. Income (US$) |
AGF Global Total Return Bond (US$) |
| Global Strategy Canadian Companies |
AGF Canadian Stock |
| Global Strategy Cdn Growth &
Income |
AGF Canadian Stock |
| Global Strategy Japan Plus RSP |
AGF RSP Japan |
| Global Strategy Money Market |
AGF Canadian Money Market Account |
| Global Strategy World Bal |
AGF World Balanced |
Fund Name Changes
| Previous Name |
New Name |
| AGF European Growth Class |
AGF European Equity Class |
| AGF Int'l Short Term Income |
AGF Short Term Income Class |
| AGF RSP European Growth |
AGF RSP European Equity |
| AGF U.S. Short-Term High Yield (US$) |
AGF Global Total Return Bond (US$) |
| AGF U.S. Short-Term High Yield |
AGF Global Total Return Bond |
| AGF World Equity Class |
AGF Global Equity Class |
| AGF World Equity Class (US$) |
AGF Global Equity Class (US$) |
| Global Strategy Bond |
AGF Canadian Corporate Bond |
| Global Strategy Canada Growth |
AGF Canadian Value |
| Global Strategy Cdn Small Cap |
AGF Canadian Small Cap |
| Global Strategy Cdn. Opport. |
AGF Canadian Opportunities |
| Global Strategy Gold Plus |
AGF Precious Metal |
| Global Strategy World Bal RSP |
AGF RSP World Balanced |
| Global Strategy World Bond |
AGF Glo Government Bond |
| Global Strategy World Bond RSP |
AGF RSP Glo Bond |
| Global Strategy World Companies |
AGF World Companies |
| Global Strategy World Companies RSP |
AGF RSP World Companies |
| Global Strategy World Equity |
AGF World Equity |
| Global Strategy World Equity RSP |
AGF RSP World Equity |
| Global Strategy World Opportunities |
AGF World Opportunities |
Manager Changes
Effective July 6, 2001 AGF Global Total
Return Bond will be managed by Scott Colbourne
of AGF Funds Inc. and Yvonne Brett of AGF
International Advisors Company Limited. Joseph
Harch, Michael Lewitt and Tom Krasner are no
longer the managers for the fund.
View the View
the Fund Report for AGF Funds Inc.
Monday, July 9, 2001: Acadia funds
terminated
Effective June 30, 2001, all funds offered by
Acadia Investment Funds Inc. have been
terminated:
- Acadia Balanced
- Acadia Bond
- Acadia Canadian Equity
- Acadia Diversified Atlantic
- Acadia Money Market
- Acadia Mortgage
- Acadia U.S. Equity
Monday, July 9, 2001: Clarington fund
mergers
Effective July 9, 2001, ClaringtonFunds Inc.
has announced the following fund mergers:
| Discontinued Fund |
Merged Into |
| Clarington RSP Global Equity Index |
Clarington RSP Global Equity |
| Clarington RSP Select Global Balanced |
Clarington RSP Global Equity |
View the View
the Fund Report for ClaringtonFunds Inc.
Friday, July 6, 2001: Royal Mutual name
changes
Effective July 1, 2001, Royal Mutual Funds
Inc. has renamed the following Funds:
| Previous Name |
New Name |
| Zweig Global Balanced |
Royal Global Balanced |
| Zweig Strategic Growth |
Royal U.S. Mid-Cap Equity |
| Zweig Strategic Growth (US$) |
Royal U.S. Mid-Cap Equity (US$) |
View the Fund
Report for Royal Mutual Funds Inc.
Friday, July 6, 2001: Dynamic name changes
Effective July 3, 2001, Dynamic Mutual Funds
Ltd. has renamed the Dynamic T-Bill fund to
Dynamic Diversified Income Trust.
View the Fund
Report for Dynamic Mutual Funds Ltd .
Tuesday, July 3rd, 2001: New TD funds
Effective July 3, 2001, TD Asset Management
Inc. has launched 2 new segregated funds:
- TD Managed Agg Gwth Non-RSP GIF II
- TD Mgd Max Eq Growth Non-RSP GIF II
View the Fund
Report for TD Asset Management Inc.
Tuesday, July 3rd, 2001: New Middlefield
funds
Effective July 3, 2001, Middlefield Financial
Limited has launched 4 new funds:
- Middlefield Alternative Energy Cl
- Middlefield Canadian Balanced Class
- Middlefield Global Technology Class
- Middlefield U.S. Equity Class
View the Fund
Report for Middlefield Financial Limited.
Friday, June 29th 2001: New Arrow funds
Effective June 29, 2001, Arrow Hedge Partners
Inc. has launched 3 new funds:
- Arrow Global Multimanager
- Arrow Goodwood
- Arrow North American Multimanager
View the Fund
Report for Arrow Hedge Partners Inc.
Thursday, June 28, 2001: Perigee name
changes
Effective June 28, 2001, Perigee Investment
Counsel Inc. has renamed the following Funds:
| Previous Name |
New Name |
| Perigee Canadian Value Equity |
Perigee Canadian Select 35 Equity |
| Perigee U.S. Equity |
Batterymarch U.S. Equity |
In addition, Batterymarch Financial
Management has replaced Perigee Investment
Counsel Inc. as the portfolio manager for the
Batterymarch U.S. Equity Fund.
View the Fund
Report for Perigee Investment Counsel Inc .
Tuesday, June 19th 2001: New CI funds
Effective June 11, 2001, CI Mutual Funds has
launched 3 new funds:
- CI Global Focus Value RSP
- CI Global Focus Value Sector
- CI Global Focus Value Sector (US$)
View the Fund
Report for CI Mutual Funds.
Monday, June 18, 2001: New Franklin
Templeton funds
Effective June 18, 2001, Franklin Templeton
Investments has launched 36 new Tax Class funds:
- Bissett Bond Tax Class
- Bissett Canadian Equity Tax Class
- Bissett Money Market Tax Class
- Bissett Multinat'l Gwth Tax Cl(US$)
- Bissett Multinational Growth Tax Cl
- Bissett Small Cap Tax Class
- Franklin Japan Tax Class
- Franklin Japan Tax Class (US$)
- Franklin Technology Tax Class
- Franklin Technology Tax Class (US$)
- Franklin US Aggr Gwth Tax Cl (US$)
- Franklin US Aggressive Gwth Tax Cl
- Franklin US Large Cap Gw Tax Class
- Franklin US Lrg Cap Gw Tax Cl (US$)
- Franklin US Money Market Tax (US$)
- Franklin US Sm Cap Gw Tax Cl (US$)
- Franklin US Small Cap Gw Tax Class
- Franklin Wld Hth Sci & Bio Tax(US$)
- Franklin Wld Hth Sci & Biotec Tax C
- Franklin World Growth Tax Cl (US$)
- Franklin World Growth Tax Class
- Franklin World Telecom Tax Cl (US$)
- Franklin World Telecom Tax Class
- Mutual Beacon Tax Class
- Mutual Beacon Tax Class (US$)
- Templeton Canadian Stock Tax Class
- Templeton Emerging Market Tax Class
- Templeton Emerging Mkt Tax Cl (US$)
- Templeton European Tax Class
- Templeton European Tax Class (US$)
- Templeton Glo Sm Co Tax Cl (US$)
- Templeton Glo Smaller Co Tax Class
- Templeton Growth Tax Class
- Templeton Growth Tax Class (US$)
- Templeton Int'l Stock Tax Cl (US$)
- Templeton Int'l Stock Tax Class
View the Fund
Report for Frankin Templeton Investments.
Thursday, June 14, 2001: Fidelity Manager
Change
Effective June 13, 2001, Chris Zephf replaced
Larry Rakers and became the lead manager for the
following Funds:
- Assumption/FDI Focus Technology
- Fidelity Focus Technology-A
- Fidelity Focus Technology-A (US$)
- Fidelity RSP Focus Technology-A
View the Fund
Report for Fidelity Investments Canada Ltd..
Wednesday, June 13th 2001: New Counsel
Wealth Management funds
Effective June 4, 2001, Counsel Wealth
Management has launched 4 new funds:
- Counsel Fixed Income Portfolio
- Counsel Focus Value
- Counsel Select Canada Portfolio
- Counsel Select Value
View the Fund
Report for Counsel Wealth Management.
Friday, June 8, 2001: New AGF funds
Effective June 8, 2001, AGF Funds Inc. has
launched 2 new funds:
- AGF U.S. Value Class
- AGF U.S. Value Class (US$)
View the Fund
Report for AGF Funds Inc.
Wednesday, June 6, 2001: Fidelity Manager
Change
Effective May 30, 2001, John Carlson replaced
Patricia Satterthwaite and became the lead
manager for Fidelity Emerging Mkts Portfolio-A
fund.
View the Fund
Report for Fidelity Investments Canada Ltd.
Monday, June 4, 2001: E&P funds
terminated
Effective May 31, 2001, the following two
funds offered by Elliott & Page Ltd. have
been terminated:
- E&P Cabot Diversified Bond-Class A
- E&P Cabot Money Market-Class A
View the Fund
Report for Elliott & Page Ltd.
Thursday, May 31, 2001: New SEI Investments
funds
Effective May 24, 2001, SEI Investments
Canada Company has launched 6 new funds:
- SEI Balanced Growth
- SEI Balanced Growth Plus
- SEI Balanced Income
- SEI Core Balanced
- SEI Diversified Equity
- SEI Global Equity
View the Fund
Report for SEI Investments Canada Company.
Monday, May 28, 2001: Mackenzie name changes
Effective May 28, 2001, Mackenzie Financial
Corporation has renamed the following funds:
| Previous Name |
New Name |
| Mackenzie Univ Wld Asset Alloc |
Mackenzie Ivy Global Balanced |
| Mackenzie Univ Wld Asset Alloc (US$) |
Mackenzie Ivy Global Balanced (US$) |
View the Fund
Report for Mackenzie Financial Corporation.
Friday, May 25, 2001: New AIM funds
Effective May 25, 2001, AIM Funds Management
Inc. has launched 4 new funds:
- Trimark Select Growth Class
- Trimark Select Growth Class (US$)
- Trimark U.S. Companies Class
- Trimark U.S. Companies Class (US$)
View the Fund
Report for AIM Funds Management Inc.
Thursday, May 24, 2001: CI fund manager
change
Effective May 18, 2001, Robert Lyon of CI
Mutual Funds has been appointed as the lead
portfolio manager of the following funds
replacing Steve Misener:
- CI Signature Explorer
- CI Signature Explorer Sec (US$)
- CI Signature Explorer Sector
- CI Signature Explorer Seg II
- CI Signature Explorer Segregated I
View the Fund
Report for CI Mutual Funds.
Wednesday, May 14, 2001: McDonalds funds
merger
Effective May 14, 2001, Opus 2 Direct.com
Inc. has purchased the management agreements for
all McDonald funds. As a result, the following
fund name and merger changes have taken place:
Fund Name Changes
| Previous Name |
New Name |
| Ambassador Balanced Portfolio |
Opus 2 Ambassador Balanced Portfolio |
| Ambassador Balanced RRSP Portfolio |
Opus 2 Ambassador Balanced RSP
Portfolio |
| Ambassador Conservative Portfolio |
Opus 2 Ambassador Conservative
Portfolio |
| Ambassador Conservative RRSP Portfolio |
Opus 2 Ambassador Conservative RSP
Portfolio |
| Ambassador Growth Portfolio |
Opus 2 Ambassador Growth Portfolio |
| Ambassador Growth RRSP Portfolio |
Opus 2 Ambassador Growth RSP Portfolio |
| McDonald Canada Plus |
Opus 2 Canada Plus Balanced |
Fund Mergers
| Discontinued Fund |
Merged Into |
| McDonald Asia Plus |
Opus 2 Direct Foreign Eq (EAFE) |
| McDonald Emerging Economies |
Opus 2 Direct Foreign Eq (EAFE) |
| McDonald Enhanced Bond |
Opus 2 Direct Cdn Fixed Income |
| McDonald Enhanced Global |
Opus 2 Direct Foreign Eq (RSP) |
| McDonald Euro Plus |
Opus 2 Direct Foreign Eq (EAFE) |
| McDonald New America |
Opus 2 Direct U.S. Value Equity |
| McDonald New Japan |
Opus 2 Direct Foreign Eq (EAFE) |
View the Fund
Report for Opus 2 Direct.com Inc.
Wednesday, May 2, 2001: Fonds des
Professionnels new fund
Effective April 30, 2001, Fonds des
Professionnels Inc. has launched the Quebec
Professionals Balanced Growth fund.
View the Fund
Report for Fonds des Professionnels Inc.
Tuesday, May 1, 2001: Middlefield fund
terminated
Effective April 30, 2001, Middlefield
Canadian Realty Fund offered by Middlefield
Financial Limited has been terminated.
View the Fund
Report for Middlefield Financial Limited.
Monday, April 30, 2001: AIM funds renamed
Effective April 30, 2001, AIM Funds
Management Inc. has renamed the following funds:
| Previous Name |
New Name |
| AIM Canada Growth Class |
AIM Canadian Premier Class |
| AIM International Value |
AIM Global Blue Chip |
| AIM Pacific Growth Class |
AIM Indo-Pacific Class |
| Trimark Discovery RSP |
Trimark RSP Discovery |
| Trimark Europlus RSP |
Trimark RSP Europlus |
| Trimark Global High Yield Bond RSP |
Trimark RSP Global High Yield Bond |
| Trimark Global Balanced RSP |
Trimark RSP Global Balanced |
| Trimark International Companies RSP |
Trimark RSP International Companies |
| Trimark Indo-Pacific |
AIM Indo-Pacific |
| Trimark Indo-Pacific (US$) |
AIM Indo-Pacific (US$) |
| Trimark Indo-Pacific RSP |
AIM RSP Indo-Pacific |
| Trimark RSP Equity |
Trimark Canadian Endeavour |
| Trimark Select Growth RSP |
Trimark RSP Select Growth |
| Trimark - The Americas |
Trimark Americas |
| Trimark - The Americas (US$) |
Trimark Americas (US$) |
| Trimark - The Americas RSP |
Trimark RSP Americas |
| Trimark U.S. Companies RSP |
Trimark RSP U.S. Companies |
View the Fund
Report for AIM Funds Management Inc.
Thursday, April 26, 2001: Assumption Life
funds renamed
Effective April 26, 2001, Assumption Life has
renamed the following funds:
| Previous Name |
New Name |
| Assumption Life Atlantic Equity |
Assumption/MB Atlantic Equity |
| Assumption Life Canadian Bond |
Assumption/MB Fixed Income |
| Assumption Life Canadian Equity |
Assumption/MB Canadian Equity |
| Assumption Life Canadian Small Cap |
Assumption/MB Canadian Small Cap |
| Assumption Life EAFE Equity |
Assumption/MB EAFE Equity |
| Assumption Life Global Equity |
Assumption/MB Global Equity |
| Assumption Life Short Term |
Assumption/MB Short Term |
| Assumption Life US Equity |
Assumption/MB Non Taxable US Equity |
In addition, Assumption Life International
Bond Fund has been terminated as of March 31,
2001.
View the Fund
Report for Assumption Life.
Monday, April 16, 2001: New Royal &
SunAlliance funds
Effective April 16, 2001, Royal &
SunAlliance Financial has launched 11 new funds:
- RSA Balanced Series II
- RSA Canadian Growth Series II
- RSA Dividend Series II
- RSA Equity Series II
- RSA European Equity Series II
- RSA Global Emerg Market Series II
- RSA Income Series II
- RSA International Equity Series II
- RSA Money Market Series II
- RSA PacRim Equity Series II
- RSA U.S. Equity Series II
View the Fund
Report for Royal & SunAlliance Financial.
Wednesday, April 11, 2001
- New Spectrum funds
- Valorem fund change
New Spectrum funds
Effective April 9, 2001, Spectrum Investments
has launched 2 new funds:
- Spectrum RRSP Tactonics
- Spectrum Tactonics
View the Fund
Report for Spectrum Investments.
Valorem fund changes
Effective April 11, 2001, Valorem Investment
Fund has renamed the following funds:
| Previous Name |
New Name |
| Valorem Government Short Term |
Valorem Money Market |
| Valorem Diversified |
Valorem Can.Asset Allocation |
View the Fund
Report for Valorem Investment Fund.
Monday, April 9, 2001: New Mackenzie funds
Effective April 9, 2001, Mackenzie Financial
Corporation has launched 3 new segregated funds:
- Mackenzie Univ Internat'l Stock Seg
- Mackenzie Univ Select Mgrs Cda Seg
- Mackenzie Yield Advantage Seg
View the Fund
Report for Mackenzie Financial Corporation.
Friday, April 6, 2001
- New First Trust funds
- New Cartier fund
New First Trust funds
Effective April 4, 2001, First Trust
Portfolios has launched 2 new funds:
- First Trust Global Lead Cos 01(US$)
- First Trust Global Leading Cos 2001
View the Fund
Report for First Trust Portfolios.
New Cartier fund
Effective March 30, 2001, Cartier Mutual
Funds Inc. has launched 1 new fund:
- Cartier Global Leaders RSP
View the Fund
Report for Cartier Mutual Funds Inc.
Tuesday, April 3, 2001
- 360 Capital corporate name change
- New Acker Finley fund
- New AIC funds
- Dynamic funds name changes
360 Capital corporate name change
Effective March 31, 2001, 360 Capital Corp.
will change its name to VentureLink Capital
Corp. The Fund names - VentureLink Fund Series I
and VentureLink Fund Series II - remain
unchanged.
View the Fund
Report for VentureLink Capital Corp.
New Acker Finley fund
Effective April 2, 2001, Acker Finley Asset
Management Inc. has launched QSA Select Canadian
Equity Fund.
View the Fund
Report for Acker Finley Asset Management Inc.
New AIC funds
Effective April 2, 2001, AIC Limited has
launched 35 new Class funds:
- AIC Advantage II Corp Class
- AIC Advantage II Corp Class (US$)
- AIC American Advantage Corp Cl(US$)
- AIC American Advantage Corp Class
- AIC American Fsocused Corp Cl (US$)
- AIC American Focused Corp Class
- AIC American Inc Equ Corp Cl (US$)
- AIC American Income Equ Corp Class
- AIC Canadian Focused Corp Cl (US$)
- AIC Canadian Focused Corporate Cl
- AIC Diversified Canada Corp Cl(US$)
- AIC Diversified Canada Corp Class
- AIC Glo Health Care Corp Cl (US$)
- AIC Glo Telecom Corp Class (US$)
- AIC Glo Telecommunications Corp Cl
- AIC Global Advantage Corp Cl (US$)
- AIC Global Advantage Corporate Cl
- AIC Global Dev Tech Corp Cl (US$)
- AIC Global Developing Tech Corp Cl
- AIC Global Health Care Corp Class
- AIC Global Medical Sci Corp Cl(US$)
- AIC Global Medical Science Corp Cl
- AIC Global Sci & Tech Corp Cl (US$)
- AIC Global Science & Tech Corp Cl
- AIC Global Technology Corp Cl (US$)
- AIC Global Technology Corp Class
- AIC Income Equity Corporate Cl(US$)
- AIC Income Equity Corporate Class
- AIC Money Market Corp Class
- AIC Value Corporate Class
- AIC Value Corporate Class (US$)
- AIC World Advantage Corp Cl (US$)
- AIC World Advantage Corporate Class
- AIC World Equity Corporate Cl (US$)
- AIC World Equity Corporate Class
View the Fund
Report for AIC Limited.
Dynamic funds name changes
Effective March 30, 2001, Dynamic Mutual
Funds Ltd. have announced the following name
changes:
| Previous Name |
New Name |
| Dynamic Infinity Canadian (Seg) |
Dynamic Focus Plus Canadian (Seg) |
| Dynamic Infinity Inc. & Gwth.
(Seg) |
Dynamic Focus Plus Inc & Gwth
(Seg) |
| Dynamic Infinity Int'l (Seg) |
Dynamic Focus Plus Internat'l (Seg) |
| Dynamic Infinity Wealth Mgmt. (Seg) |
Dynamic Focus Plus Wealth Mgmt(Seg) |
View the Fund
Report for Dynamic Mutual Funds Ltd.
Monday, October 1st, 2001: New Maritime funds
Effective October 1, 2001, Maritime Life
Assurance Co. has launched 6 new funds:
- Maritime Life AGF AllStyleGloEq-'B'
- Maritime Life AGF AllStyleGloEq-A&C
- Maritime Life All American Port 'B'
- Maritime Life All American Port A&C
- Maritime Life Multi-Nat Gw&Inc 'B'
- Maritime Life Multi-Nat Gw&Inc A&C
View the Fund
Report for Maritime Life Assurance Co.
Wednesday, September 26, 2001: New Fidelity
funds
Effective September 26, 2001, Fidelity
Investments Canada Ltd. has launched 18 new funds:
- Fidelity American Opportunities Cl
- Fidelity Canadian Balanced Class
- Fidelity Canadian Growth Company Cl
- Fidelity Cdn Short Term Income Cl
- Fidelity Disciplined Equity Class
- Fidelity European Growth Class
- Fidelity Far East Class
- Fidelity Focus Consumer Indust. Cl
- Fidelity Focus Financial Service Cl
- Fidelity Focus Health Care Class
- Fidelity Focus Natural Resources Cl
- Fidelity Focus Technology Class
- Fidelity Focus Telecommunication Cl
- Fidelity Growth America Class
- Fidelity International Portfolio Cl
- Fidelity Japanese Growth Class
- Fidelity Small-Cap America Class
- Fidelity True North Class
View the Fund
Report for Fidelity Investments Canada Ltd.
Monday, September 24, 2001: New AIC funds
Effective September 24, 2001, AIC Limited has
launched 2 new funds:
- AIC American Focused Plus
- AIC American Focused Plus (US$)
View the Fund
Report for AIC Limited.
Monday, September 24, 2001: Franklin Templeton
fund merger
Effective September 21, 2001, Franklin
Templeton Investments has announced the following
fund mergers:
| Discontinued Fund |
Merged Into |
| Templeton Emerging Markets Appr |
Templeton Emerging Markets |
| Templeton Canadian Bond |
Bissett Bond-A |
| Templeton Int'l Balanced |
Templeton Global Balanced |
| Templeton Int'l Balanced (US$) |
Templeton Global Balanced (US$) |
View the Fund
Report for Franklin Templeton Investments.
Friday, September 14, 2001: AIC name changes
Effective September 13, 2001, AIC Limited has
renamed the following funds:
| Previous Name |
New Name |
| AIC Income Equity Corporate Class |
AIC Cdn Balanced Corporate Class |
| AIC Income Equity Corporate Cl (US$) |
AIC Cdn Balanced Corporate Cl (US$) |
| AIC American Income Equ Corp Class |
AIC American Balanced Corp Class |
| AIC American Inc Equ Corp Cl (US$) |
AIC American Balanced Corp Cl (US$) |
View the Fund
Report for AIC Limited.
Canadian mutual funds did not price on
September 11 or 12, 2001
Please note: Due to the tragedies in New
York, Washington D.C. and Pennsylvania Tuesday,
Sept. 11, 2001 there was no valuation of Canadian
mutual funds Sept. 11 or 12, 2001.
Monday, September 10, 2001: New AIC funds
Effective September 10, 2001, AIC Limited has
launched 5 new funds:
- AIC Global Balanced
- AIC Global Balanced (US$)
- AIC RSP American Balanced
- AIC RSP Global Balanced
- AIC U.S. Money Market (US$) 2529
View the Fund
Report for AIC Limited.
Monday, September 10, 2001: New Canada Life
funds
Effective August 22, 2001, Canada Life
Assurance Co. has launched 6 new segregated funds:
- Generations American Premium Growth
- Generations Asia Pacific (Laketon)
- Generations Canadian Growth (AIM)
- Generations Canadian Premium Growth
- Generations EAFE (Laketon)
- Generations Indexed US Eq RSP(TDQC) 2543
View the Fund
Report for Canada Life Assurance Co.
Friday, September 7, 2001: Northwest fund
merger
Effective August 28, 2001, Northwest Specialty
Momentum offered by Northwest Mutual Funds Inc.
has merged into Northwest Specialty Equity fund.
3730
View the Fund
Report for Northwest Mutual Funds Inc.
Friday, August 28, 2001: New Beutel Goodman
funds
Effective August 28, 2001, Beutel Goodman &
Company Ltd. has launched 2 new funds
- Beutel Goodman Canadian Equity Plus
- Beutel Goodman Canadian Intrinsic
View the Fund
Report for Beutel Goodman Managed Funds Inc.
Friday, August 28, 2001: New Elliot & Page
funds
Effective August 28, 2001, Elliott & Page
Ltd. has launched 3 new funds
- E&P Manulife Balanced Asset Allocation
- E&P Manulife Max Growth Port
- E&P Manulife Tax-Managed Port
View the Fund
Report for Elliott & Page Ltd.
Tuesday, August 28, 2001: AIC name change
Effective August 28, 2001, AIC Limited has
renamed the following Funds:
| Previous Name |
New Name |
| AIC Income Equity Fund |
AIC Canadian Balanced Fund |
| AIC American Income Equity Fund |
AIC American Balanced Fund |
View the Fund
Report for AIC Limited.
Monday, August 27, 2001: StategicNova name
change
Effective July 18, 2001, StrategicNova Mutual
Funds has renamed the Navigator Managed Futures
Fund to StrategicNova Managed Futures Hedge Fund.
View the Fund
Report for StrategicNova Mutual Funds.
Wednesday, August 22, 2001: YMG Merger
Effective August 22, 2001, Mavrix Fund Management
Inc. has purchased the management agreements for
some of YMG funds. As a result, the following fund
name and merger changes have taken place:
| Previous Name |
New Name |
| YMG American Growth Fund |
Mavrix American Growth Fund |
| YMG Balanced Fund |
Mavrix Balanced Fund |
| YMG Bond Fund |
Mavrix Bond Fund |
| YMG Canadian Value Fund |
Mavrix Canadian Value Fund |
| YMG Emerging Companies Fund |
Mavrix Emerging Companies Fund |
| YMG Enterprise Fund |
Mavrix Enterprise Fund |
| YMG Growth Fund |
Mavrix Growth Fund |
| YMG Income Fund |
Mavrix Income Fund |
| YMG Money Market |
Mavrix Money Market |
| YMG Strategic Fixed Income Fund |
Mavrix Strategic Fixed Income Fund |
| YMG Sustainable Development Fund |
Mavrix Sustainable Development Fund |
Wednesday, August 22, 2001: YMG Manager Change
Effective August 22, 2001, YMG has announced the
following portfolio manager changes.
| New Name |
Fund Company |
Portfolio Managers |
| Mavrix American Growth Fund |
Mavrix Fund Management Inc. |
Greg Edwards, YMG Capital Management
Inc. (subadvisor) |
| Mavrix Balanced Fund |
Mavrix Fund Management Inc. |
Mal Spooner, Mavrix Fund Management Inc. |
| Mavrix Bond Fund |
Mavrix Fund Management Inc. |
YMG Capital Management Inc. |
| Mavrix Canadian Value Fund |
Mavrix Fund Management Inc. |
Mal Spooner & Ray Steele , Mavrix
Fund Management Inc. |
| Mavrix Emerging Companies Fund |
Mavrix Fund Management Inc. |
Mal Spooner, Mavrix Fund Management Inc. |
| Mavrix Enterprise Fund |
Mavrix Fund Management Inc. |
Ray Steele, Mavrix Fund Management Inc. |
| Mavrix Growth Fund |
Mavrix Fund Management Inc. |
Mal Spooner, Mavrix Fund Management Inc. |
| Mavrix Income Fund |
Mavrix Fund Management Inc. |
Bill Shaw, Mavrix Fund Management Inc. |
| Mavrix Money Market |
Mavrix Fund Management Inc. |
YMG Capital Capital Management Inc. |
| Mavrix Strategic Fixed Income Fund |
Mavrix Fund Management Inc. |
Art Yeates, YMG Capital Management Inc.
(subadvisor) |
| Mavrix Sustainable Development Fund |
Mavrix Fund Management Inc. |
Jones Heward Investment Counsel Inc. |
Monday, August 20, 2001: New Mackenzie funds
Effective Monday August 20, 2001, Mackenzie has
launched 3 new funds:
- Mackenzie Universal Growth Trends Capital
Class Fund
- Mackenzie Ivy RSP Global Balanced Fund
- Mackenzie Universal RSP Growth Trends Fund
View the Fund
Report for Mackenzie Financial Corporation.
Monday, August 13, 2001: AIM funds name change
Effective August 13, 2001, AIM Funds Management
Inc. has renamed AIM Global Natural Resources
Class Fund to AIM Global Energy Class.
View the Fund
Report for AIM Funds Management Inc.
Friday, August 10, 2001: New CI funds
Effective August 10, 2001, CI Mutual Funds has
launched 16 new funds:
- CI American Value RSP
- CI American Value Sector
- CI American Value Sector (US$)
- CI European RSP
- CI Global Value RSP
- CI International Bal Sector (US$)
- CI International Balanced Sector
- CI International Sector
- CI International Sector (US$)
- CI Landmark Canadian Sector
- CI Landmark Canadian Sector (US$)
- CI Latin American RSP
- CI Signature Canadian Resource Sect
- CI Signature Cdn Resource Sect(US$)
- CI Signature Select Canadian Sector
- CI Signature Select Cdn Sector(US$)
View the View
the Fund Report for CI Mutual Funds.
Friday, August 10, 2001: Clarington name
change
Effective August 10, 2001, ClaringtonFunds Inc.
has renamed Clarington U.S. Equity Fund to
Clarington U.S. Growth Fund.
In addition, ClaringtonFunds Inc. has launched
2 new funds:
- Clarington Global Value Class
- Clarington RSP Global Income
View the Fund
Report for ClaringtonFunds Inc.
Wednesday, August 1, 2001: National Bank name
change
Effective July 31, 2001, National Bank Mutual
Funds has renamed the National Bank Sector
Rotation fund to National Bank Cdn Opportunities.
View the Fund
Report for National Bank Mutual Funds.
Monday, July 30, 2001: Northwest fund merger
Effective July 27, 2001, Northwest Specialty
Aggress Growth offered by Northwest Mutual Funds
Inc. has merged into Northwest Specialty Equity
fund.
View the Fund
Report for Northwest Mutual Funds Inc.
Thursday, July 26, 2001: New Manulife
Financial Funds
Effective July 16, 2001, Manulife Financial has
launched 23 new segregated funds
- MLI Aggress Asset Alloc GIF
- MLI CI Boomernomics GIF2
- MLI CI Boomernomics GIFe2
- MLI CI International Balanced GIF
- MLI CI International Balanced GIFe
- MLI Cdn Balanced (Seamark) GIF
- MLI Cdn Balanced (Seamark) GIFe
- MLI Conser. Asset Alloc GIF
- MLI E&P Cabot Blue Chip GIF
- MLI E&P Cabot Blue Chip GIFe
- MLI E&P Cabot Global Multi GIF
- MLI E&P Cabot Global Multi GIFe
- MLI E&P Gen Wave GIF2
- MLI E&P Gen Wave GIFe2
- MLI E&P Monthly High Income GIF
- MLI E&P Monthly High Income GIFe
- MLI E&P Sector Rotation GIF
- MLI Fidelity GI AA GIF2
- MLI Fidelity GI AA GIFe2
- MLI Global Bond (Oe) GIF
- MLI Global Bond (Oe) GIFe
- MLI International Equ (Temp) GIF
- MLI International Equ (Temp) GIFe
View the View
the Fund Report for Manulife Financial.
Tuesday, July 24, 2001: Assante Manager Change
Effective July 24, 2001, Assante Asset
Management Ltd. has announced the following
portfolio manager changes.
| Fund Name |
Previous Manager |
New Manager |
| Optima International Equ Diver Pool |
Assante Asset Management Ltd. - Mgmt.
Team |
Alliance Capital Mgmt.(USA) - Mgmt.
Team |
| Optima RSP Int'l Equity Divers Pool |
Rex Sinquefield |
Dave Plecha |
| Optima RSP US Equ Diversified Pool |
Rex Sinquefield |
Dave Plecha |
View the View
the Fund Report for Assante Asset Management Ltd.
Tuesday, July 17, 2001: AIC funds terminated
Effective July 16, 2001, the following fours
funds offered by AIC Limited have been terminated:
- AIC Global Health Care Corp Class
- AIC Glo Health Care Corp Cl (US$)
- AIC Glo Telecom Corp Class (US$)
- AIC Glo Telecommunications Corp Cl
View the Fund
Report for AIC Limited.
Tuesday, July 17, 2001: StrategicNova fund
terminated
Effective July 10, 2001, StrategicNova Asia
Tech Fund offered by StrategicNova Mutual Funds
has been terminated.
View the Fund
Report for StrategicNova Mutual Funds.
Monday, July 9, 2001: AGF funds merger
Effective July 7, 2000, AGF Funds Inc. has
announced the following fund mergers and name
changes:
Fund Mergers
| Discontinued Fund |
Merged Into |
| AGF Global Government Bond |
AGF Glo Government Bond |
| AGF Global Government Bond (US$) |
AGF Glo Government Bond (US$) |
| AGF RSP Global Bond |
AGF RSP Glo Bond |
| AGF U.S. Income |
AGF Global Total Return Bond |
| AGF U.S. Income (US$) |
AGF Global Total Return Bond (US$) |
| Global Strategy Canadian Companies |
AGF Canadian Stock |
| Global Strategy Cdn Growth & Income |
AGF Canadian Stock |
| Global Strategy Japan Plus RSP |
AGF RSP Japan |
| Global Strategy Money Market |
AGF Canadian Money Market Account |
| Global Strategy World Bal |
AGF World Balanced |
Fund Name Changes
| Previous Name |
New Name |
| AGF European Growth Class |
AGF European Equity Class |
| AGF Int'l Short Term Income |
AGF Short Term Income Class |
| AGF RSP European Growth |
AGF RSP European Equity |
| AGF U.S. Short-Term High Yield (US$) |
AGF Global Total Return Bond (US$) |
| AGF U.S. Short-Term High Yield |
AGF Global Total Return Bond |
| AGF World Equity Class |
AGF Global Equity Class |
| AGF World Equity Class (US$) |
AGF Global Equity Class (US$) |
| Global Strategy Bond |
AGF Canadian Corporate Bond |
| Global Strategy Canada Growth |
AGF Canadian Value |
| Global Strategy Cdn Small Cap |
AGF Canadian Small Cap |
| Global Strategy Cdn. Opport. |
AGF Canadian Opportunities |
| Global Strategy Gold Plus |
AGF Precious Metal |
| Global Strategy World Bal RSP |
AGF RSP World Balanced |
| Global Strategy World Bond |
AGF Glo Government Bond |
| Global Strategy World Bond RSP |
AGF RSP Glo Bond |
| Global Strategy World Companies |
AGF World Companies |
| Global Strategy World Companies RSP |
AGF RSP World Companies |
| Global Strategy World Equity |
AGF World Equity |
| Global Strategy World Equity RSP |
AGF RSP World Equity |
| Global Strategy World Opportunities |
AGF World Opportunities |
Manager Changes
Effective July 6, 2001 AGF Global Total Return
Bond will be managed by Scott Colbourne of AGF
Funds Inc. and Yvonne Brett of AGF International
Advisors Company Limited. Joseph Harch, Michael
Lewitt and Tom Krasner are no longer the managers
for the fund.
View the View
the Fund Report for AGF Funds Inc.
Monday, July 9, 2001: Acadia funds terminated
Effective June 30, 2001, all funds offered by
Acadia Investment Funds Inc. have been terminated:
- Acadia Balanced
- Acadia Bond
- Acadia Canadian Equity
- Acadia Diversified Atlantic
- Acadia Money Market
- Acadia Mortgage
- Acadia U.S. Equity
Monday, July 9, 2001: Clarington fund mergers
Effective July 9, 2001, ClaringtonFunds Inc.
has announced the following fund mergers:
| Discontinued Fund |
Merged Into |
| Clarington RSP Global Equity Index |
Clarington RSP Global Equity |
| Clarington RSP Select Global Balanced |
Clarington RSP Global Equity |
View
the Fund Report for ClaringtonFunds Inc.
Friday, July 6, 2001: Royal Mutual name
changes
Effective July 1, 2001, Royal Mutual Funds Inc.
has renamed the following Funds:
| Previous Name |
New Name |
| Zweig Global Balanced |
Royal Global Balanced |
| Zweig Strategic Growth |
Royal U.S. Mid-Cap Equity |
| Zweig Strategic Growth (US$) |
Royal U.S. Mid-Cap Equity (US$) |
View the Fund
Report for Royal Mutual Funds Inc.
Friday, July 6, 2001: Dynamic name changes
Effective July 3, 2001, Dynamic Mutual Funds
Ltd. has renamed the Dynamic T-Bill fund to
Dynamic Diversified Income Trust.
View the Fund
Report for Dynamic Mutual Funds Ltd .
Tuesday, July 3rd, 2001: New TD funds
Effective July 3, 2001, TD Asset Management
Inc. has launched 2 new segregated funds:
- TD Managed Agg Gwth Non-RSP GIF II
- TD Mgd Max Eq Growth Non-RSP GIF II
View the Fund
Report for TD Asset Management Inc.
Tuesday, July 3rd, 2001: New Middlefield funds
Effective July 3, 2001, Middlefield Financial
Limited has launched 4 new funds:
- Middlefield Alternative Energy Cl
- Middlefield Canadian Balanced Class
- Middlefield Global Technology Class
- Middlefield U.S. Equity Class
View the Fund
Report for Middlefield Financial Limited.
Friday, June 29th 2001: New Arrow funds
Effective June 29, 2001, Arrow Hedge Partners
Inc. has launched 3 new funds:
- Arrow Global Multimanager
- Arrow Goodwood
- Arrow North American Multimanager
View the Fund
Report for Arrow Hedge Partners Inc.
Thursday, June 28, 2001: Perigee name changes
Effective June 28, 2001, Perigee Investment
Counsel Inc. has renamed the following Funds:
| Previous Name |
New Name |
| Perigee Canadian Value Equity |
Perigee Canadian Select 35 Equity |
| Perigee U.S. Equity |
Batterymarch U.S. Equity |
In addition, Batterymarch Financial Management
has replaced Perigee Investment Counsel Inc. as
the portfolio manager for the Batterymarch U.S.
Equity Fund.
View the Fund
Report for Perigee Investment Counsel Inc .
Tuesday, June 19th 2001: New CI funds
Effective June 11, 2001, CI Mutual Funds has
launched 3 new funds:
- CI Global Focus Value RSP
- CI Global Focus Value Sector
- CI Global Focus Value Sector (US$)
View the Fund
Report for CI Mutual Funds.
Monday, June 18, 2001: New Franklin Templeton
funds
Effective June 18, 2001, Franklin Templeton
Investments has launched 36 new Tax Class funds:
- Bissett Bond Tax Class
- Bissett Canadian Equity Tax Class
- Bissett Money Market Tax Class
- Bissett Multinat'l Gwth Tax Cl(US$)
- Bissett Multinational Growth Tax Cl
- Bissett Small Cap Tax Class
- Franklin Japan Tax Class
- Franklin Japan Tax Class (US$)
- Franklin Technology Tax Class
- Franklin Technology Tax Class (US$)
- Franklin US Aggr Gwth Tax Cl (US$)
- Franklin US Aggressive Gwth Tax Cl
- Franklin US Large Cap Gw Tax Class
- Franklin US Lrg Cap Gw Tax Cl (US$)
- Franklin US Money Market Tax (US$)
- Franklin US Sm Cap Gw Tax Cl (US$)
- Franklin US Small Cap Gw Tax Class
- Franklin Wld Hth Sci & Bio Tax(US$)
- Franklin Wld Hth Sci & Biotec Tax C
- Franklin World Growth Tax Cl (US$)
- Franklin World Growth Tax Class
- Franklin World Telecom Tax Cl (US$)
- Franklin World Telecom Tax Class
- Mutual Beacon Tax Class
- Mutual Beacon Tax Class (US$)
- Templeton Canadian Stock Tax Class
- Templeton Emerging Market Tax Class
- Templeton Emerging Mkt Tax Cl (US$)
- Templeton European Tax Class
- Templeton European Tax Class (US$)
- Templeton Glo Sm Co Tax Cl (US$)
- Templeton Glo Smaller Co Tax Class
- Templeton Growth Tax Class
- Templeton Growth Tax Class (US$)
- Templeton Int'l Stock Tax Cl (US$)
- Templeton Int'l Stock Tax Class
View the Fund
Report for Frankin Templeton Investments.
Thursday, June 14, 2001: Fidelity Manager
Change
Effective June 13, 2001, Chris Zephf replaced
Larry Rakers and became the lead manager for the
following Funds:
- Assumption/FDI Focus Technology
- Fidelity Focus Technology-A
- Fidelity Focus Technology-A (US$)
- Fidelity RSP Focus Technology-A
View the Fund
Report for Fidelity Investments Canada Ltd..
Wednesday, June 13th 2001: New Counsel Wealth
Management funds
Effective June 4, 2001, Counsel Wealth
Management has launched 4 new funds:
- Counsel Fixed Income Portfolio
- Counsel Focus Value
- Counsel Select Canada Portfolio
- Counsel Select Value
View the Fund
Report for Counsel Wealth Management.
Friday, June 8, 2001: New AGF funds
Effective June 8, 2001, AGF Funds Inc. has
launched 2 new funds:
- AGF U.S. Value Class
- AGF U.S. Value Class (US$)
View the Fund
Report for AGF Funds Inc.
Wednesday, June 6, 2001: Fidelity Manager
Change
Effective May 30, 2001, John Carlson replaced
Patricia Satterthwaite and became the lead manager
for Fidelity Emerging Mkts Portfolio-A fund.
View the Fund
Report for Fidelity Investments Canada Ltd.
Monday, June 4, 2001: E&P funds terminated
Effective May 31, 2001, the following two funds
offered by Elliott & Page Ltd. have been
terminated:
- E&P Cabot Diversified Bond-Class A
- E&P Cabot Money Market-Class A
View the Fund
Report for Elliott & Page Ltd.
Thursday, May 31, 2001: New SEI Investments
funds
Effective May 24, 2001, SEI Investments Canada
Company has launched 6 new funds:
- SEI Balanced Growth
- SEI Balanced Growth Plus
- SEI Balanced Income
- SEI Core Balanced
- SEI Diversified Equity
- SEI Global Equity
View the Fund
Report for SEI Investments Canada Company.
Monday, May 28, 2001: Mackenzie name changes
Effective May 28, 2001, Mackenzie Financial
Corporation has renamed the following funds:
| Previous Name |
New Name |
| Mackenzie Univ Wld Asset Alloc |
Mackenzie Ivy Global Balanced |
| Mackenzie Univ Wld Asset Alloc (US$) |
Mackenzie Ivy Global Balanced (US$) |
View the Fund
Report for Mackenzie Financial Corporation.
Friday, May 25, 2001: New AIM funds
Effective May 25, 2001, AIM Funds Management
Inc. has launched 4 new funds:
- Trimark Select Growth Class
- Trimark Select Growth Class (US$)
- Trimark U.S. Companies Class
- Trimark U.S. Companies Class (US$)
View the Fund
Report for AIM Funds Management Inc.
Thursday, May 24, 2001: CI fund manager change
Effective May 18, 2001, Robert Lyon of CI
Mutual Funds has been appointed as the lead
portfolio manager of the following funds replacing
Steve Misener:
- CI Signature Explorer
- CI Signature Explorer Sec (US$)
- CI Signature Explorer Sector
- CI Signature Explorer Seg II
- CI Signature Explorer Segregated I
View the Fund
Report for CI Mutual Funds.
Wednesday, May 14, 2001: McDonalds funds
merger
Effective May 14, 2001, Opus 2 Direct.com Inc.
has purchased the management agreements for all
McDonald funds. As a result, the following fund
name and merger changes have taken place:
Fund Name Changes
| Previous Name |
New Name |
| Ambassador Balanced Portfolio |
Opus 2 Ambassador Balanced Portfolio |
| Ambassador Balanced RRSP Portfolio |
Opus 2 Ambassador Balanced RSP Portfolio |
| Ambassador Conservative Portfolio |
Opus 2 Ambassador Conservative Portfolio |
| Ambassador Conservative RRSP Portfolio |
Opus 2 Ambassador Conservative RSP
Portfolio |
| Ambassador Growth Portfolio |
Opus 2 Ambassador Growth Portfolio |
| Ambassador Growth RRSP Portfolio |
Opus 2 Ambassador Growth RSP Portfolio |
| McDonald Canada Plus |
Opus 2 Canada Plus Balanced |
Fund Mergers
| Discontinued Fund |
Merged Into |
| McDonald Asia Plus |
Opus 2 Direct Foreign Eq (EAFE) |
| McDonald Emerging Economies |
Opus 2 Direct Foreign Eq (EAFE) |
| McDonald Enhanced Bond |
Opus 2 Direct Cdn Fixed Income |
| McDonald Enhanced Global |
Opus 2 Direct Foreign Eq (RSP) |
| McDonald Euro Plus |
Opus 2 Direct Foreign Eq (EAFE) |
| McDonald New America |
Opus 2 Direct U.S. Value Equity |
| McDonald New Japan |
Opus 2 Direct Foreign Eq (EAFE) |
View the Fund
Report for Opus 2 Direct.com Inc.
Wednesday, May 2, 2001: Fonds des
Professionnels new fund
Effective April 30, 2001, Fonds des
Professionnels Inc. has launched the Quebec
Professionals Balanced Growth fund.
View the Fund
Report for Fonds des Professionnels Inc.
Tuesday, May 1, 2001: Middlefield fund
terminated
Effective April 30, 2001, Middlefield Canadian
Realty Fund offered by Middlefield Financial
Limited has been terminated.
View the Fund
Report for Middlefield Financial Limited.
Monday, April 30, 2001: AIM funds renamed
Effective April 30, 2001, AIM Funds Management
Inc. has renamed the following funds:
| Previous Name |
New Name |
| AIM Canada Growth Class |
AIM Canadian Premier Class |
| AIM International Value |
AIM Global Blue Chip |
| AIM Pacific Growth Class |
AIM Indo-Pacific Class |
| Trimark Discovery RSP |
Trimark RSP Discovery |
| Trimark Europlus RSP |
Trimark RSP Europlus |
| Trimark Global High Yield Bond RSP |
Trimark RSP Global High Yield Bond |
| Trimark Global Balanced RSP |
Trimark RSP Global Balanced |
| Trimark International Companies RSP |
Trimark RSP International Companies |
| Trimark Indo-Pacific |
AIM Indo-Pacific |
| Trimark Indo-Pacific (US$) |
AIM Indo-Pacific (US$) |
| Trimark Indo-Pacific RSP |
AIM RSP Indo-Pacific |
| Trimark RSP Equity |
Trimark Canadian Endeavour |
| Trimark Select Growth RSP |
Trimark RSP Select Growth |
| Trimark - The Americas |
Trimark Americas |
| Trimark - The Americas (US$) |
Trimark Americas (US$) |
| Trimark - The Americas RSP |
Trimark RSP Americas |
| Trimark U.S. Companies RSP |
Trimark RSP U.S. Companies |
View the Fund
Report for AIM Funds Management Inc.
Thursday, April 26, 2001: Assumption Life
funds renamed
Effective April 26, 2001, Assumption Life has
renamed the following funds:
| Previous Name |
New Name |
| Assumption Life Atlantic Equity |
Assumption/MB Atlantic Equity |
| Assumption Life Canadian Bond |
Assumption/MB Fixed Income |
| Assumption Life Canadian Equity |
Assumption/MB Canadian Equity |
| Assumption Life Canadian Small Cap |
Assumption/MB Canadian Small Cap |
| Assumption Life EAFE Equity |
Assumption/MB EAFE Equity |
| Assumption Life Global Equity |
Assumption/MB Global Equity |
| Assumption Life Short Term |
Assumption/MB Short Term |
| Assumption Life US Equity |
Assumption/MB Non Taxable US Equity |
In addition, Assumption Life International Bond
Fund has been terminated as of March 31, 2001.
View the Fund
Report for Assumption Life.
Monday, April 16, 2001: New Royal &
SunAlliance funds
Effective April 16, 2001, Royal &
SunAlliance Financial has launched 11 new funds:
- RSA Balanced Series II
- RSA Canadian Growth Series II
- RSA Dividend Series II
- RSA Equity Series II
- RSA European Equity Series II
- RSA Global Emerg Market Series II
- RSA Income Series II
- RSA International Equity Series II
- RSA Money Market Series II
- RSA PacRim Equity Series II
- RSA U.S. Equity Series II
View the Fund
Report for Royal & SunAlliance Financial.
Wednesday, April 11, 2001
- New Spectrum funds
- Valorem fund change
New Spectrum funds
Effective April 9, 2001, Spectrum Investments
has launched 2 new funds:
- Spectrum RRSP Tactonics
- Spectrum Tactonics
View the Fund
Report for Spectrum Investments.
Valorem fund changes
Effective April 11, 2001, Valorem Investment
Fund has renamed the following funds:
| Previous Name |
New Name |
| Valorem Government Short Term |
Valorem Money Market |
| Valorem Diversified |
Valorem Can.Asset Allocation |
View the Fund
Report for Valorem Investment Fund.
Monday, April 9, 2001: New Mackenzie funds
Effective April 9, 2001, Mackenzie Financial
Corporation has launched 3 new segregated funds:
- Mackenzie Univ Internat'l Stock Seg
- Mackenzie Univ Select Mgrs Cda Seg
- Mackenzie Yield Advantage Seg
View the Fund
Report for Mackenzie Financial Corporation.
Friday, April 6, 2001
- New First Trust funds
- New Cartier fund
New First Trust funds
Effective April 4, 2001, First Trust Portfolios
has launched 2 new funds:
- First Trust Global Lead Cos 01(US$)
- First Trust Global Leading Cos 2001
View the Fund
Report for First Trust Portfolios.
New Cartier fund
Effective March 30, 2001, Cartier Mutual Funds
Inc. has launched 1 new fund:
- Cartier Global Leaders RSP
View the Fund
Report for Cartier Mutual Funds Inc.
Tuesday, April 3, 2001
- 360 Capital corporate name change
- New Acker Finley fund
- New AIC funds
- Dynamic funds name changes
360 Capital corporate name change
Effective March 31, 2001, 360 Capital Corp.
will change its name to VentureLink Capital Corp.
The Fund names - VentureLink Fund Series I and
VentureLink Fund Series II - remain unchanged.
View the Fund
Report for VentureLink Capital Corp.
New Acker Finley fund
Effective April 2, 2001, Acker Finley Asset
Management Inc. has launched QSA Select Canadian
Equity Fund.
View the Fund
Report for Acker Finley Asset Management Inc.
New AIC funds
Effective April 2, 2001, AIC Limited has
launched 35 new Class funds:
- AIC Advantage II Corp Class
- AIC Advantage II Corp Class (US$)
- AIC American Advantage Corp Cl(US$)
- AIC American Advantage Corp Class
- AIC American Fsocused Corp Cl (US$)
- AIC American Focused Corp Class
- AIC American Inc Equ Corp Cl (US$)
- AIC American Income Equ Corp Class
- AIC Canadian Focused Corp Cl (US$)
- AIC Canadian Focused Corporate Cl
- AIC Diversified Canada Corp Cl(US$)
- AIC Diversified Canada Corp Class
- AIC Glo Health Care Corp Cl (US$)
- AIC Glo Telecom Corp Class (US$)
- AIC Glo Telecommunications Corp Cl
- AIC Global Advantage Corp Cl (US$)
- AIC Global Advantage Corporate Cl
- AIC Global Dev Tech Corp Cl (US$)
- AIC Global Developing Tech Corp Cl
- AIC Global Health Care Corp Class
- AIC Global Medical Sci Corp Cl(US$)
- AIC Global Medical Science Corp Cl
- AIC Global Sci & Tech Corp Cl (US$)
- AIC Global Science & Tech Corp Cl
- AIC Global Technology Corp Cl (US$)
- AIC Global Technology Corp Class
- AIC Income Equity Corporate Cl(US$)
- AIC Income Equity Corporate Class
- AIC Money Market Corp Class
- AIC Value Corporate Class
- AIC Value Corporate Class (US$)
- AIC World Advantage Corp Cl (US$)
- AIC World Advantage Corporate Class
- AIC World Equity Corporate Cl (US$)
- AIC World Equity Corporate Class
View the Fund
Report for AIC Limited.
Dynamic funds name changes
Effective March 30, 2001, Dynamic Mutual Funds
Ltd. have announced the following name changes:
| Previous Name |
New Name |
| Dynamic Infinity Canadian (Seg) |
Dynamic Focus Plus Canadian (Seg) |
| Dynamic Infinity Inc. & Gwth. (Seg) |
Dynamic Focus Plus Inc & Gwth (Seg) |
| Dynamic Infinity Int'l (Seg) |
Dynamic Focus Plus Internat'l (Seg) |
| Dynamic Infinity Wealth Mgmt. (Seg) |
Dynamic Focus Plus Wealth Mgmt(Seg) |
View the Fund
Report for Dynamic Mutual Funds Ltd.
|
