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Effective January 25, 2006, Connor, Clark & Lunn Managed Portfolios Inc has launched the following new funds:
View the Fund Report for Connor, Clark & Lunn Managed Portfolios Inc.
Effective February 01, 2006, First Trust Portfolios has launched the following funds:
View the Fund Report for First Trust Portfolios.
Effective January 24, 2006, SciVest Alternative Strategies Inc. has renamed the following funds:
| Previous Name | New Name |
|---|---|
| SciVest N.A. Long Short Equ-F | SciVest Global Long Short Equ-F |
| SciVest N.A. Long Short Equ-F (US$) | SciVest Glo Long Short Equ-F (US$) |
| SciVest N.A. Long Short Equity | SciVest Global Long Short Equity |
| SciVest N.A. Long Short Equity(US$) | SciVest Glo Long Short Equity(US$) |
View the Fund Report for SciVest Alternative Strategies Inc.
Effective January 26, 2006, Sentry Select Capital Corp. has terminated the following fund:
View the Fund Report for Sentry Select Capital Corp.
Effective January 24 2006, Lawrence & Company Inc. has renamed the following funds:
| Previous Name | New Name |
|---|---|
| Lawrence Payout Ratio Trust II | Lawrence Payout Ratio Trust |
View the Fund Report for Lawrence & Company Inc.
Effective January 23, 2006, CIBC World Markets Inc. has launched the following funds:
View the Fund Report for CIBC World Markets Inc.
Effective January 23, 2006, Sentry Select Capital Corp. has launched the following fund:
View the Fund Report for Sentry Select Capital Corp.
Effective January 23, 2006, RBC Asset Management Inc. has launched the following funds:
View the Fund Report for RBC Asset Management Inc.
Effective January 18, 2006, CIBC World Markets Inc. has launched the following fund:
View the Fund Report for CIBC World Markets Inc.
Effective January 13, 2006 Orbit Mutual Funds has merged the following fund:
| Terminated Fund | Merged Into |
|---|---|
| Orbit North American Equity | Orbit Canadian Equity |
View the Fund Report for Orbit Mutual Funds.
Effective January 13, 2006, Opus 2 Financial Inc. has terminated the following fund:
View the Fund Report for Opus 2 Financial Inc.
Effective January 18, 2006, Phillips, Hager & North Ltd. has terminated the following fund:
View the Fund Report for Phillips, Hager & North Ltd.
Effective January 12, 2006, Investors Group has launched the following funds:
View the Fund Report for Investors Group.
Effective December 31, 2005, Lutheran Life Ins. Soc of Can. has terminated the Lutheran Life North American fund.
View the Fund Report for Lutheran Life Ins. Soc of Can.
Effective January 9, 2006, Acuity Funds has renamed the following funds:
| Previous Name | New Name |
|---|---|
| Acuity Pooled Balanced | Acuity Pooled Canadian Balanced |
| Acuity Pooled Core Cdn. Equity | Acuity Pooled Pure Cdn. Equity |
View the Fund Report for Acuity Funds.
Effective December 30, 2005, Cote 100 Inc. has terminated the Cote 100 EXP fund.
View the Fund Report for Cote 100 Inc.
Effective December 30, 2005, Redwood Asset Management Inc. has terminated the following fund:
View the Fund Report for Redwood Asset Management Inc.
Effective January 6, 2006, GrowthWorks Managed Funds has launched the following funds:
View the Fund Report for GrowthWorks Managed Funds.
Effective January 3, 2006, Canada Life Assurance Co. has terminated the following funds:
View the Fund Report for Canada Life Assurance Co.
Effective December 30, 2005, Horizons Funds has terminated the following fund:
View the Fund Report for Horizons Funds.
Effective January 1, 2006, Gaelen Morphet, CFA, First Vice-President, will be appointed portfolio manager for the CIBC Balanced fund, replacing a number of TAL managers on this mandate.
View the Fund Report for CIBC Securities Inc.
Effective December 29, 2005, Lawrence & Company Inc. has announced the following fund mergers:
| Terminated Fund | Continuing Fund |
|---|---|
| Lawrence Cons Payout Ratio Trust | Lawrence Payout Ratio Trust II |
| Lawrence Payout Ratio Trust | Lawrence Payout Ratio Trust II |
View the Fund Report for Lawrence & Company Inc.
Effective January 3, 2006, Counsel Wealth Management has launched the following new funds:
View the Fund Report for Counsel Wealth Management.
Effective January 3, 2006, Sprott Asset Management Inc. has reopened the Sprott Canadian Equity Fund.
View the Fund Report for Sprott Asset Management Inc.
Effective January 3, 2006, CI Investments Inc. has launched the following new Portfolio funds:
View the Fund Report for CI Investments Inc.
Effective December 30, 2005, Acuity Funds has launched the following funds:
View the Fund Report for Acuity Funds.
Effective December 30, 2005, BMO Nesbitt Burns Inc. has launched the following funds:
View the Fund Report for BMO Nesbitt Burns Inc.
Effective December 30, 2005, Dynamic Mutual Funds Ltd. has launched the following new Series T funds:
View the Fund Report for Dynamic Mutual Funds Ltd.
Effective December 23, 2005, Barclays Global Investors Canada Ltd. has launched the following funds:
View the Fund Report for Barclays Global Investors Canada Ltd.
Effective December 23, 2005, Sentry Select Capital Corp. has launched the following fund:
View the Fund Report for Sentry Select Capital Corp.
Effective December 20, 2005, R.N. Croft Financial Group Inc. has terminated the following fund:
View the Fund Report for R.N. Croft Financial Group Inc.
Effective December 13, 2005, Connor, Clark & Lunn Capital Markets Inc has terminated the following fund:
Effective December 21, 2005, CIBC World Markets Inc. has launched the following funds:
View the Fund Report for CIBC World Markets Inc.
Effective December 16, 2005, Covington Group of Funds has announced the following changes:
New Funds
Fund Mergers
| Terminated Fund | Merged Into |
|---|---|
| Triax Growth-I | Covington Venture Fund Inc. Sr I |
| Triax Growth-II | Covington Venture Fund Inc. Sr II |
| Triax Growth-III | Covington Venture Fund Inc. Sr III |
| E2 Venture Fund Inc.-I | Covington Venture Fund Inc. Sr I |
| E2 Venture Fund Inc.-II | Covington Venture Fund Inc. Sr II |
| E2 Venture Fund Inc.-III | Covington Venture Fund Inc. Sr III |
| New Millennium Venture | Covington Venture Fund Inc. Sr I |
Name Change
| Previous Name | New Name |
|---|---|
| New Millennium Venture Balanced | Covington - New Millenium Bal Sr IV |
| Venture Partners Balanced Fund Inc. | Covington-Venture Partners Bal SrVI |
| New Generation Biotech Balanced | Covington - New Gen Biotech Bal SrV |
| Capital First Venture Fund Inc | Covington-Cap First Venture SrVII |
View the Fund Report for Covington Group of Funds.
Effective December 15, 2005, First Trust Portfolios has terminated the following funds:
View the Fund Report for First Trust Portfolios.
Effective December 15, 2005, Elliott & Page Ltd. has terminated the following fund:
View the Fund Report for Elliott & Page Ltd.
Effective December 19, 2005, Mackenzie Financial Corp. has launched the following fund:
View the Fund Report for Mackenzie Financial Corp.
Effective December 16, 2005, Highstreet Pooled Funds has renamed the following fund:
| Previous Name | New Name |
|---|---|
| YEARS Trust | YEARS Financial Trust |
View the Fund Report for Highstreet Pooled Funds.
Effective December 15, 2005, AGF Funds Inc. has terminated the following funds:
View the Fund Report for AGF Funds Inc.
Effective December 13, 2005, Standard Life Ideal Segregated has terminated the following funds:
Effective December 13, 2005, Standard Life Ideal Segregated has renamed the following funds
| Previous Name | New Name |
|---|---|
| Standard Life Int'l Bond RSP-A | Standard Life Int'l Bond-A |
| Standard Life Int'l Bond RSP-E | Standard Life Int'l Bond-E |
| Standard Life Int'l Bond RSP-L | Standard Life Int'l Bond-L |
View the Fund Report for Standard Life Ideal Segregated.
Effective December 12, 2005, Maritime Life Assurance Co. has announced the following changes:
New Funds
Name Changes
| Previous Name | New Name |
|---|---|
| Maritime Life Balanced-A&C | Maritime Life Balanced-A&C (closed) |
| Maritime Life Cdn Equ Idx-A&C | Maritime Life Cdn Equ Idx-A&C (cl) |
| Maritime Life Cdn Equ-A&C | Maritime Life Cdn Equ-A&C (closed) |
| Maritime Life Div Inc-A | Maritime Life Div Inc-A (closed) |
| Maritime Life Div Inc-C | Maritime Life Div Inc-C (closed) |
| Maritime Life Growth-A&C | Maritime Life Growth-A&C (closed) |
| Maritime Life International Equ-A&C | Maritime Life Int'l Equ-A&C(closed) |
| Maritime Life Intl Eq(Temp) 100-A&C | Maritime Life IntEq(Temp)100-A&C cl |
| Maritime Life MIX Cdn LgCpVal-A&C | Maritime Life MIX Cdn LgCVal-A&C cl |
| Maritime Life MIX SEA TotG75-A&C | Maritime Life MIX SEA TotG75-A&C cl |
| Maritime Life S&P 500 IdxUS$-A&C | Maritime Life S&P 500 IdxUS$-A&C cl |
Closed Funds
View the Fund Report for Maritime Life Assurance Co..
Effective December 9, 2005, HSBC Investment Funds (Canada) Inc. has terminated the following funds:
View the Fund Report for HSBC Investment Funds (Canada) Inc.
Effective December 12, 2005 Folk World Markets has announced the following name change:
| Previous Name | New Name |
|---|---|
| Folk Dynamic Hedge Fund LP | Folk Hedge Fund LP |
View the Fund Report for Folk World Markets.
Effective December 09, 2005 Scotia Mutual Funds has announced the following fund mergers:
| Terminated Fund | Merged Into |
|---|---|
| Scotia Selected Cons Growth RSP | Scotia Selected Conservative Growth |
| Scotia Selected Aggressive Gwth RSP | Scotia Selected Aggressive Growth |
| Capital Global Discovery RSP | Capital Global Discovery |
| Capital U.S. Large Companies RSP | Capital U.S. Large Companies |
| Capital Int'l Large Co's RSP | Capital Int'l Large Companies |
| Capital Global Small Co's RSP | Capital Global Small Companies |
| Capital U.S. Small Companies RSP | Capital U.S. Small Companies |
View the Fund Report for Scotia Mutual Funds.
Effective December 09, 2005 Dynamic Mutual Funds has announced the following fund mergers:
| Terminated Fund | Merged Into |
|---|---|
| Dynamic Protected American Value | Dynamic American Value |
| Commonwealth Protected Cdn Balanced | Dynamic FocusPlus Balanced |
| Commonwealth Canadian Balanced | Dynamic FocusPlus Balanced |
| Dynamic Equity Hedge | Dynamic Alpha Performance |
View the Fund Report for Dynamic Mutual Funds.
Effective December 12, 2005, Standard Life Ideal Segregated has terminated the following funds:
Effective December 12, 2005, Standard Life Ideal Segregated has renamed the following funds:
| Previous Name | New Name |
|---|---|
| StandardLife Ideal Tact Glo Equ RSP | StandardLife Ideal Global Equity |
| StandardLife Ideal-NL Tact Gl EqRSP | StandardLife Ideal-NL Global Equity |
| StandardLife Ideal Int'l Bond RSP | StandardLife Ideal Int'l Bond |
| StandardLife Ideal-NL Int Bond RSP | StandardLife Ideal-NL Int'l Bond |
View the Fund Report for Standard Life Ideal Segregated.
Effective November 29, 2005, GrowthWorks Managed Funds has announced the following fund mergers:
| Terminated Fund | Continuing Fund |
|---|---|
| Canadian Science & Tech Growth | GrowthWorks Canadian |
| Capital Alliance Ventures | GrowthWorks Canadian |
| GrowthWorks Opport Diversified I | GrowthWorks Cdn Diversified I |
| GrowthWorks Opport Diversified II | GrowthWorks Cdn Diversified II |
| GrowthWorks Opport Financial II | GrowthWorks Cdn Financial II |
| GrowthWorks Opportunity | GrowthWorks Canadian |
| GrowthWorks Opportunity Balanced I | GrowthWorks Cdn Balanced I |
| GrowthWorks Opportunity Balanced II | GrowthWorks Cdn Balanced II |
| GrowthWorks Opportunity Financial I | GrowthWorks Cdn Financial I |
| GrowthWorks Opportunity Growth I | GrowthWorks Cdn Growth I |
| GrowthWorks Opportunity Growth II | GrowthWorks Cdn Growth II |
| GrowthWorks Opportunity Income I | GrowthWorks Cdn Income I |
| GrowthWorks Opportunity Income II | GrowthWorks Cdn Income II |
| GrowthWorks Opportunity Resource I | GrowthWorks Cdn Resource I |
| GrowthWorks Opportunity Resource II | GrowthWorks Cdn Resource II |
View the Fund Report for Dynamic Mutual funds Ltd.
Effective December 9, 2005 Dynamic Mutual Funds has announced the following name changes:
| Exisiting Name | New Name |
|---|---|
| Cartier Global Equity | Marquis Global Equity Pool |
| Cartier Canadian Equity | Marquis Enhanced Canadian Equity Pl |
| Cartier MultiPartners Balanced RSP | Marquis MultiPartners Growth Port |
| Cartier MultiPartners Bal Gwth RSP | Marquis MultiPartners High Gro Port |
| Cartier MultiPartners High Gwth RSP | Marquis MultiPartners Equity Port |
View the Fund Report for Dynamic Mutual Funds Ltd.
Effective December 6, 2005, Algonquin Power Venture Mgmt. has launched the following fund:
View the Fund Report for Algonquin Power Venture Mgmt. Inc.
Effective December 6, 2005, Astra Funds has announced the following changes:
| Old Name | New Name |
|---|---|
| ASTRA U.S. RSP Index | ASTRA U.S. Index |
View the Fund Report for Astra Funds.
Effective December 5, 2005, Desjardins Financial Security has launched the following funds:
View the Fund Report for Desjardins Financial Security.
Effective November 30, 2005, Impax Funds Management Inc has assumed management of the following funds ( previous Manager was Covington Group of Funds):
Effective November 30, 2005, Impax Funds Management Inc has reported the following name changes for the following funds:
| Old Name | New Name |
|---|---|
| Venture Partners Equity Fund Inc-I | Impax Venture Fund Inc-I |
| Venture Partners Equity Fund Inc-II | Impax Venture Fund Inc-II |
| Venture Partners Equity Fund Inc-III | Impax Venture Fund Inc-III |
Effective November 30, 2005, Impax Funds Management Inc has reported the following management changes for the following funds
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Impax Venture Fund Inc-I | Chip Vallis, MBA and William Tharp | Steven J. Hawkins |
| Impax Venture Fund Inc-II | Chip Vallis, MBA and William Tharp | Steven J. Hawkins |
| Impax Venture Fund Inc-III | Chip Vallis, MBA and William Tharp | Steven J. Hawkins |
View the Fund Report for Impax Funds Management Inc.
Effective April 1, 2005, Fonds des Professionels du Que. has reported the following management changes for the following funds:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Quebec Professionals American Index | Jean-François Paris | Max D'Alessandro and Robert Blais | Quebec Professionals Asian Equity | Jean-François Paris | Max D'Alessandro and Robert Blais | Quebec Professionals Balanced | Jean-François Paris | Max D'Alessandro and Robert Blais | Quebec Professionals Balanced Gwth | Jean-François Paris | Max D'Alessandro and Robert Blais | Quebec Professionals Bond | Jean-François Paris | Max D'Alessandro and Robert Blais | Quebec Professionals Cdn. Eqt | Jean-François Paris | Max D'Alessandro and Robert Blais | Quebec Professionals European Equ | Jean-François Paris | Max D'Alessandro and Robert Blais | Quebec Professionals Gl Diversified | Jean-François Paris | Max D'Alessandro and Robert Blais | Quebec Professionals Global Equity | Jean-François Paris | Max D'Alessandro and Robert Blais | Quebec Professionals Short Term | Jean-François Paris | Max D'Alessandro and Robert Blais |
View the Fund Report for Fonds des Professionels du Que.
Effective November 29, 2005, GrowthWorks Managed Funds has announced the following fund mergers:
| Terminated Fund | Continuing Fund |
|---|---|
| Canadian Science & Tech Growth | GrowthWorks Canadian |
| Capital Alliance Ventures | GrowthWorks Canadian |
| GrowthWorks Opport Diversified I | GrowthWorks Cdn Diversified I |
| GrowthWorks Opport Diversified II | GrowthWorks Cdn Diversified II |
| GrowthWorks Opport Financial II | GrowthWorks Cdn Financial II |
| GrowthWorks Opportunity | GrowthWorks Canadian |
| GrowthWorks Opportunity Balanced I | GrowthWorks Cdn Balanced I |
| GrowthWorks Opportunity Balanced II | GrowthWorks Cdn Balanced II |
| GrowthWorks Opportunity Financial I | GrowthWorks Cdn Financial I |
| GrowthWorks Opportunity Growth I | GrowthWorks Cdn Growth I |
| GrowthWorks Opportunity Growth II | GrowthWorks Cdn Growth II |
| GrowthWorks Opportunity Income I | GrowthWorks Cdn Income I |
| GrowthWorks Opportunity Income II | GrowthWorks Cdn Income II |
| GrowthWorks Opportunity Resource I | GrowthWorks Cdn Resource I |
| GrowthWorks Opportunity Resource II | GrowthWorks Cdn Resource II |
View the Fund Report for GrowthWorks Managed Funds.
Effective November 30, 2005, First Asset Funds Inc. has launched the following fund:
View the Fund Report for First Asset Funds Inc.
Effective November 30, 2005, Elliott & Page Ltd. has launched the Elliott & Page Strategic Income fund.
View the Fund Report for Elliott & Page Ltd.
Effective November 30, 2005, Manulife Financial has launched the Manulife Simplicity Income Port fund.
View the Fund Report for Manulife Financial.
Effective November 30, 2005, CIBC World Markets Inc. has launched the following funds:
View the Fund Report for CIBC World Markets Inc.
Effective November 25, 2005 CI Investments has announced the following fund mergers:
| Terminated Fund | Merged Into |
|---|---|
| Synergy Canadian Value Class | CI Canadian Investment Corp Class |
| Synergy Cdn. S.T. Income Class | CI Short-Term Corporate Class |
| Synergy Canadian Corporate Class | Synergy Canadian Corp Class |
| BPI Global Equity | CI Global |
| BPI Global Equity (US$) | CI Global (US$) |
| CI Signature Canadian Income | CI Signature Dividend |
| CI Global Opportunities III | Trident Global Opportunities |
| CI Global Opportunities III (US$)-A | Trident Global Opportunities (US$) |
| CI Synergy American RSP GIF-A | CI Synergy American GIF-A |
| CI Synergy American RSP GIF-B | CI Synergy American GIF-B |
| CI Global Equity RSP GIF-A | CI Global GIF-A |
| CI Global Equity RSP GIF-B | CI Global GIF-B |
| CI Global Boomernomics RSP GIF-A | CI Global Boomernomics GIF-A |
| CI Global Boomernomics RSP GIF-B | CI Global Boomernomics GIF-B |
| CI International Balanced RSP GIF-A | CI International Balanced GIF-A |
| CI International Balanced RSP GIF-B | CI International Balanced GIF-B |
| CI Signature Canadian Income GIF-A | CI Signature Dividend GIF-A |
| CI Signature Canadian Income GIF-B | CI Signature Dividend GIF-B |
| BPI American Equity RSP GIF-A | CI American Equity GIF-A |
| BPI American Equity RSP GIF-B | CI American Equity GIF-B |
| BPI Global Equity GIF-A | CI Global GIF-A |
| BPI Global Equity GIF-B | CI Global GIF-B |
| BPI Global Equity RSP GIF-A | CI Global GIF-A |
| BPI Global Equity RSP GIF-B | CI Global GIF-B |
View the Fund Report for CI Investments Inc.
Effective November 11, 2005, SciVest Alternative Strategies Inc. has launched the following funds:
View the Fund Report for SciVest Alternative Strategies Inc.
Effective November 25, 2005 CI Investments Inc. has announced the following name changes:
| Exisiting Name | New Name |
|---|---|
| Synergy Cdn. Style Mgmt. Class | Synergy Cdn. Style Mgmt. Corp Class |
| Synergy Canadian Class | Synergy Canadian Corp Class |
| Synergy Cdn Cls Insight Shares | Synergy Cdn Corp Cls Insight Shares |
| CI Signature Cdn Small Cap Cls | CI Signature Cdn Small Cap Corp Cls |
| BPI American Equity | CI American Equity |
| BPI American Equity (US$) | CI American Equity (US$) |
| BPI Amer Equity Corporate Class | CI Amer Equity Corporate Class |
| BPI Amer Equity Corporate Cls (US$) | CI Amer Equity Corporate Cls (US$) |
| Clarica SF CI BPI American Equity | Clarica SF CI American Equity |
| BPI American Equity GIF-A | CI American Equity GIF-A |
| BPI American Equity GIF-B | CI American Equity GIF-B |
| BPI American Equity Seg I | CI American Equity Seg I |
| BPI American Equity Seg II | CI American Equity Seg II |
| BPI Global Equity Seg I | CI Global Equity Seg I |
| BPI Global Equity Seg II | CI Global Equity Seg II |
View the Fund Report for CI Investments Inc.
Effective November 25, 2005, AGF Funds Inc. has launched the following funds:
View the Fund Report for AGF Funds Inc.
Effective November 23, 2005, CIBC World Markets Inc. has launched the following fund:
View the Fund Report for CIBC World Markets Inc.
Effective October 24, 2005, Merrill Lynch Funds has launched the following funds:
View the Fund Report for Merrill Lynch Funds.
Effective November 18, 2005, Dynamic Mutual Funds has announced the following:
Fund Mergers
| Terminated Fund | Merged Into |
|---|---|
| Hathaway FocusPls Balanced Canadian | Dynamic FocusPlus Balanced |
| Cartier Small Cap Cdn Equity | Dynamic Power Small Cap |
| Cartier Bond | Dynamic Income |
| Cartier Multimanagement Portfolio | Cartier MultiPartners Bal Gwth RSP |
| Cartier MultiPartners Global Bal | Radiant Growth Portfolio |
| Cartier MultiPartners Balanced Gwth | Radiant High Growth Portfolio |
| Cartier MultiPartners High Growth | Radiant All Equity Portfolio |
| Hathaway Money Market | Dynamic Money Mkt |
| Cartier Money Market | Dynamic Money Mkt |
| Radiant Money Market Portfolio | Dynamic Money Mkt |
Name Change
| Existing Name | New Name |
|---|---|
| Dynamic Canadian Technology | Dynamic Technology |
View the Fund Report for Dynamic Mutual Funds.
Effective November 18, 2005, Canada Life Assurance Co. has announced the following:
Fund Mergers
| Terminated Fund | Merged Into |
|---|---|
| Canada Life Conservative Allocation | Canada Life Conservative NR Allocation |
| Canada Life Moderate Allocation | Canada Life Moderate NR Allocation |
| Canada Life Balanced Allocation | Canada Life Balanced NR Allocation |
| Canada Life Advanced Allocation | Canada Life Advanced NR Allocation |
| Canada Life Aggressive Allocation | Canada Life Aggressive NR Allocation |
Name Changes
| Existing Name | New Name |
|---|---|
| Canada Life Conservative NR Allocation | Canada Life Conservative Allocation |
| Canada Life Moderate NR Allocation | Canada Life Moderate Allocation |
| Canada Life Balanced NR Allocation | Canada Life Balanced Allocation |
| Canada Life Advanced NR Allocation | Canada Life Advanced Allocation |
| Canada Life Aggressive NR Allocation | Canada Life Aggressive Allocation |
View the Fund Report for Canada Life Assurance Co.
Effective November 21, 2005, Canada Life Assurance Co. has launched the following funds:
View the Fund Report for Canada Life Assurance Co.
Effective November 1, 2005, R.N. Croft Financial Group Inc. has launched the following funds:
View the Fund Report for R.N. Croft Financial Group Inc.
Effective November 17th, 2005, Brompton SBC Management Limited has launched the following Closed End fund:
Effective November 14, 2005, SSQ VIE Inv et retraite(Astra) has launched the following fund:
View the Fund Report for SSQ VIE Inv et retraite(Astra).
Effective November 17, 2005, Middlefield Group Limited has launched the following fund:
View the Fund Report for Middlefield Group Limited.
Effective November 16, 2005, Barclays Global Investors Canada Ltd. has announced the following changes:
| Old Name | New Name |
|---|---|
| iUnits Cdn Bond Broad Market Index | iUnits Canadian Bonds Index |
| iUnits GOC 5 Year Bond | iUnits Short Bond Index |
View the Fund Report for Barclays Global Investors Canada Ltd.
Effective November 16, 2005, CIBC World Markets Inc. has launched the following funds:
View the Fund Report for CIBC World Markets Inc.
Effective November 11, 2005, Dynamic Mutual Funds has announced the following changes:
Fund Mergers
| Terminated Fund | Merged Into |
|---|---|
| Dynamic Greater China | Dynamic Far East Value |
| Hathaway FocusPlus American | Dynamic FocusPlus Equity |
| Hathaway FocusPlus Canadian | Dynamic FocusPlus Equity |
| Hathaway FocusPlus World | Dynamic FocusPlus Equity |
| Dynamic FocusPlus World Equity | Dynamic FocusPlus Equity |
| Dynamic FocusPlus World Equity I | Dynamic FocusPlus Equity |
| Hathaway FocusPlus WealthManagement | Dynamic FocusPlus Wealth Management |
| Dynamic Global Precious Metals | Dynamic Precious Metals |
| Dynamic Global Real Estate | Dynamic FocusPlus Real Estate |
| Dynamic American Value Class | Dynamic Global Value Class |
| Dynamic FocusPlus Equity Class | Dynamic Global Value Class |
| DMP Focus Plus Equity Class | DMP Global Value Class |
| Dynamic Global Resource | Dynamic FocusPlus Resource |
Name Changes
| Existing Name | New Name |
|---|---|
| Dynamic Canadian Precious Metals | Dynamic Precious Metals |
| Dynamic FocusPlus Canadian | Dynamic FocusPlus Equity |
| Dynamic Global Small Cap Value | Dynamic Global Discovery |
View the Fund Report for Dynamic Mutual Funds.
Effective October 3, 2005, Capital International Asset Management (Canada) has reported the following management changes for the following funds:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Capital Intl - Global Discovery A | Timothy Armour and Alwyn Heong | Gordon Crawford and Mark E. Denning | Capital Intl - Global Discov A(US$) | Timothy Armour and Alwyn Heong | Gordon Crawford and Mark E. Denning | Capital Intl - Global Discov D(US$) | Timothy Armour and Alwyn Heong | Gordon Crawford and Mark E. Denning | Capital Intl - Global Discov F(US$) | Timothy Armour and Alwyn Heong | Gordon Crawford and Mark E. Denning | Capital Intl - Global Discovery D | Timothy Armour and Alwyn Heong | Gordon Crawford and Mark E. Denning | Capital Intl - Global Discovery F | Timothy Armour and Alwyn Heong | Gordon Crawford and Mark E. Denning |
View the Fund Report for Capital International Asset Management (Canada).
Effective October 21, 2005, BluMont Capital has terminated the following funds:
View the Fund Report for BluMont Capital.
Effective October 28, 2005, SciVest Alternative Strategies Inc. has launched the following funds:
View the Fund Report for SciVest Alternative Strategies Inc.
Effective November 07, 2005 Industrial Alliance Investment Management has launched the following funds:
View the Fund Report for Industrial Alliance Investment Management.
Effective November 07, 2005 Industrial Alliance Pacific Life Insurance has launched the following funds:
View the Fund Report for Industrial Alliance Pacific Life Insurance.
Effective November 01, 2005, Acuity Funds Ltd. has launched the following funds:
View the Fund Report for Acuity Funds Ltd.
Effective November 1, 2005, Maritime Life Assurance Co. has launched the following Class B & A funds:
Effective November 1, 2005, Maritime Life Assurance Co. has closed the following funds to new investors:
Effective November 1, 2005, Maritime Life Assurance Co. has announced the following name changes:
| Old Name | New Name |
|---|---|
| Maritime Life Balanced-B | Maritime Life Balanced-B (closed) |
| Maritime Life Canadian Equity-B | Maritime Life Cdn Equ-B (closed) |
| Maritime Life Cdn Equity Index-B | Maritime Life Cdn Equ Idx-B (cl) |
| Maritime Life Dividend Income-B | Maritime Life Div Inc-B (closed) |
| Maritime Life Growth-B | Maritime Life Growth-B (closed) |
| Maritime Life MIX Cdn Lg Cp Val-B | Maritime Life MIX Cdn LgCpVal-B cl |
| Maritime Life S&P 500 Index US$ - B | Maritime Life S&P 500 IdxUS$-B cl |
| Maritime Life Aggressive AA-A&C | Maritime Life Simp Aggress Port-A&C |
| Maritime Life Aggressive AA-B | Maritime Life Simp Aggress Port-B |
| Maritime Life Aggressive AA-R | Maritime Life Simp Aggress Port-R |
| Maritime Life Balanced AA-A&C | Maritime Life Simp Balanced Pt-A&C |
| Maritime Life Balanced AA-B | Maritime Life Simp Balanced Pt-B |
| Maritime Life Balanced AA-R | Maritime Life Simp Balanced Pt-R |
| Maritime Life Conservative AA-A&C | Maritime Life Simp Conserv Port-A&C |
| Maritime Life Conservative AA-B | Maritime Life Simp Conserv Port-B |
| Maritime Life Conservative AA-R | Maritime Life Simp Conserv Port-R |
| Maritime Life Growth AA-A&C | Maritime Life Simp Growth Port-A&C |
| Maritime Life Growth AA-B | Maritime Life Simp Growth Port-B |
| Maritime Life Growth AA-R | Maritime Life Simp Growth Port-R |
| Maritime Life Moderate AA-A&C | Maritime Life Simp Moderate Pt-A&C |
| Maritime Life Balanced-B | Maritime Life Balanced-B (closed) |
| Maritime Life Moderate AA-B | Maritime Life Simp Moderate Pt-B |
| Maritime Life Moderate AA-R | Maritime Life Simp Moderate Pt-R |
View the Fund Report for Maritime Life Assurance Co.
Effective October 27, 2005, Ethical Funds Inc. has announced the following management changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Ethical Income | Ian McKinnon | Peter Hargrove |
| Ethical Balanced | Greystone Mgmt. Invest.-Mgmt. Team | Ted Macklin |
View the Fund Report for Ethical Funds Inc.
Effective November 3, 2005, Fidelity Investments Canada Ltd. has launched the following funds:
View the Fund Report for Fidelity Investments Canada Ltd.
Effective November 1, 2005, TD Asset Management Inc. has launched the following funds:
View the Fund Report for TD Asset Management Inc.
With the launch of the Sun Wise Elite funds effective October 31, 2005 CI Funds Inc. has closed all existing Sun Wise Funds to new investors. Existing contract holders may continue to contribute to existing contracts.
Effective October 31, 2005, CI Funds Inc. has launched the following funds:
View the Fund Report for CI Funds Inc.
Effective October 17, 2005, Open Sky Capital has launched the following fund:
Effective October 10, 2005, Open Sky Capital has launched the following fund:
View the Fund Report for Open Sky Capital.
Effective October 28, 2005, Canada Life Assurance Co. has announced the following name and manager changes:
| Old Name | New Name |
|---|---|
| Canada Life Gens Glob. Eq (Laketon) | Canada Life Gens Glob. Eq (Setanta) |
| Canada Life Flex Glob. Eq (Laketon) | Canada Life Flex Glob. Eq (Setanta) |
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Canada Life Gens Glob. Eq (Setanta) | Susan Spence | Setanta Asset Management – Mgmt. Team |
| Canada Life Flex Glob. Eq (Setanta) | Susan Spence | Setanta Asset Management – Mgmt. Team |
View the Fund Report for Canada Life Assurance Co.
Effective October 21, 2005 Franklin Templeton Investments has announced the following name changes:
| Terminated Fund | Merged Into |
|---|---|
| Bissett All Cdn Focus TC-F | Bissett All Cdn Focus CC-F |
| Bissett All Cdn Focus TC-A DSC | Bissett All Cdn Focus CC-A DSC |
| Bissett Bond Tax Class | Bissett Bond Corporate Class |
| Bissett Canadian Equity Tax Class | Bissett Canadian Equity Corp Class |
| Bissett Multinat'l Gwth Tax Cl(US$) | Bissett Multinat'l Gwth Crp Cl(US$) |
| Bissett Multinational Growth Tax Cl | Bissett Multinational Growth CorpCl |
| Bissett Small Cap Tax Class | Bissett Small Cap Corp Class |
| Franklin Flex Cap Gwth Tax Class | Franklin Flex Cap Gwth Corp Class |
| Franklin Flex Cap Gwth Tax Cl (US$) | Franklin Flex Cap Gwth CorpCl (US$) |
| Franklin Japan Tax Class | Franklin Japan Corp Class |
| Franklin Japan Tax Class (US$) | Franklin Japan Corp Class (US$) |
| Franklin Technology Tax Class | Franklin Technology Corp Class |
| Franklin Technology Tax Cls (US$) | Franklin Technology Corp Cls (US$) |
| Franklin US Sm-Mid Cap Gw Tax Cls | Franklin US Sm-Mid Cap Gw Corp Cls |
| Franklin US Sm MidCap Gw TaxCl (US$) | Franklin US Sm MidCap GwCrpCl (US$) |
| Franklin World Growth Tax Class | Franklin World Growth Corp Class |
| Franklin World Growth Tax Cl (US$) | Franklin World Growth Corp Cl (US$) |
| Franklin Wld Hth Sci & Biotec TaxCl | Franklin Wld Hth Sci & Biotec CorpC |
| Franklin Wld Hth Sci & Bio TC (US$) | Franklin Wld Hth Sci & Bio CC (US$) |
| Mutual Beacon Tax Class | Mutual Beacon Corp Class |
| Mutual Beacon Tax Class (US$) | Mutual Beacon Corp Class (US$) |
| Mutual Discovery Tax Cl | Mutual Discovery Corp Cl |
| Mutual Discovery Tax Cl (US$) | Mutual Discovery Corp Cl (US$) |
| Templeton BRIC Tax Class | Templeton BRIC Corp Class |
| Templeton BRIC Tax Class (US$) | Templeton BRIC Corp Class (US$) |
| Templeton Canadian Stock Tax Class | Templeton Canadian Stock Corp Class |
| Templeton Emerging Market Tax Cls | Templeton Emerging Market Corp Cls |
| Templeton Emerging Mkt TaxCl (US$) | Templeton Emerging Mkt CorpCl (US$) |
| Templeton European Tax Class | Templeton European Corp Class |
| Templeton European Tax Class (US$) | Templeton European Corp Class (US$) |
| Templeton Glo Smaller Co Tax Class | Templeton Glo Smaller Co Corp Class |
| Templeton Glo Sm Co Tax Cl (US$) | Templeton Glo Sm Co Corp Cl (US$) |
| Templeton Growth Tax Class | Templeton Growth Corp Class |
| Templeton Growth Tax Class (US$) | Templeton Growth Corp Class (US$) |
| Templeton Int'l Stock Tax Class | Templeton Int'l Stock Corp Class |
| Templeton Int'l Stock Tax Cl (US$) | Templeton Int'l Stock Corp Cl (US$) |
| Franklin Temp Money Market Tax Cl | Franklin Temp Money Market Corp Cl |
| Franklin Temp US Money Mkt TC (US$) | Franklin Temp US Money Mkt CC (US$) |
| Frank Temp Bal Growth Tax Class Pt | Frank Temp Bal Growth Corp Class Pt |
| Frank Temp Bal Inc Tax Class Port | Frank Temp Bal Inc Corp Class Port |
| Frnkl Tmptn Diverse Income TC Port | Frnkl Tmptn Diverse Income CC Port |
| Frkn Tmpl Glb Growth Tax Cls Port | Frkn Tmpl Glb Growth Corp Cls Port |
| Frkn Tmpl Glb Gwth Tax Cl Pt (US$) | Frkn Tmpl Glb Gwth Corp Cl Pt (US$) |
| Frkn Tmpl Growth Tax Class Port | Frkn Tmpl Growth Corp Class Port |
| Frkn Tmpl Gwth Tax Class Port(US$) | Frkn Tmpl Gwth Corp Class Port(US$) |
| Frkn Tmpl Max Growth Tax Cls Port | Frkn Tmpl Max Growth Corp Cls Port |
| Frkn Tmpl Max Gwth Tax Cl Prt(US$) | Frkn Tmpl Max Gwth Corp Cl Prt(US$) |
| Franklin Temp Canadian Grwth TC Pt | Franklin Temp Canadian Grwth CC Pt |
Effective October 24, 2005 Franklin Templeton Investments has announced the following name changes:
| Old Name | New Name |
|---|---|
| Bissett American Equity-A | Franklin Temp US Rising Dividend-A |
| Bissett American Equity-F | Franklin Temp US Rising Dividend-F |
| Bissett American Equity (US$)-A | Franklin Temp US Rising Div (US$)-A |
| Bissett American Equity (US$)-F | Franklin Temp US Rising Div (US$)-F |
View the Fund Report for Franklin Templeton Investments.
Effective October 21, 2005 Franklin Templeton Investments has announced the following fund mergers:
| Terminated Fund | Merged Into |
|---|---|
| Franklin World Telecom | Franklin Technology Corp Class |
| Franklin World Telecom (US$) | Franklin Technology Corp Cls (US$) |
| Franklin World Telecom Tax Class | Franklin Technology Corp Class |
| Franklin World Telecom Tax Cl (US$) | Franklin Technology Corp Cls (US$) |
| Franklin Technology | Franklin Technology Corp Class |
| Franklin Technology (US$) | Franklin Technology Corp Cls (US$) |
| Franklin U.S. Large Cap Growth | Franklin Flex Cap Gwth Corp Class |
| Franklin U.S. Large Cap Growth(US$) | Franklin Flex Cap Gwth CorpCl (US$) |
| Franklin US Large Cap Gw Tax Class | Franklin Flex Cap Gwth Corp Class |
| Franklin US Lrg Cap Gw Tax Cl (US$) | Franklin Flex Cap Gwth CorpCl (US$) |
| Franklin Flex Cap Growth | Franklin Flex Cap Gwth Corp Class |
| Franklin Flex Cap Gwth (US$) | Franklin Flex Cap Gwth CorpCl (US$) |
| Franklin World Growth | Franklin World Growth Corp Class |
| Franklin World Growth (US$) | Franklin World Growth Corp Cl (US$) |
View the Fund Report for Franklin Templeton Investments.
Effective October 24, 2005, Clarington Funds Inc. has launched the following fund:
View the Fund Report for Clarington Funds Inc.
Effective October 24, 2005 BMO Investments Inc. has announced the following name changes:
| Previous Name | New Name |
|---|---|
| BMO RSP International Index | BMO International Index |
| BMO RSP U.S. Equity Index | BMO U.S. Equity Index |
View the Fund Report for BMO Investments Inc.
Effective October 19, 2005, CIBC World Markets Inc. has launched the following fund:
View the Fund Report for CIBC World Markets Inc.
Effective October 17, 2005 Legg Mason Canada Inc. has announced the following fund merger:
| Terminated Fund | Merged Into |
|---|---|
| Legg Mason Symmetry | Legg Mason Diversifund |
View the Fund Report for Legg Mason Canada Inc.
Effective October 14, 2005 CIBC Asset Management has announced the following fund changes:
Fund Mergers:
| Terminated Fund | Continuing Fund |
|---|---|
| Talvest China Plus RSP | Talvest China Plus |
| Talvest Global Equity RSP | Talvest Global Equity |
| Talvest Global Health Care RSP | Talvest Global Health Care |
| Talvest Global Sci and Tech RSP | Talvest Global Sci & Tech |
| Talvest Global Small Cap RSP | Talvest Global Small Cap |
| Talvest International Equity RSP | Talvest International Equity |
| Talvest U.S. Equity RSP | Talvest U.S. Equity |
| Talvest Global Multi Management RSP | Talvest Global Multi Management |
Name Changes
| Old Name | New Name |
|---|---|
| Renaissance International RSP Index | Renaissance International Index |
| Renaissance U.S. RSP Index | Renaissance U.S. Index |
| Talvest Global Asset Allocation RSP | Talvest Global Asset Allocation |
| Talvest Global Bond RSP | Talvest Global Bond |
| Talvest Global RSP | Talvest Global Markets |
View the Fund Report for CIBC Asset Management.
Effective October 14, 2005, Ethical Funds Inc. has terminated the following funds:
View the Fund Report for Ethical Funds Inc.
Effective October 1, 2005, National Bank Mutual Funds has announced the following fund name change:
| Old Name | New Name |
|---|---|
| National Bank Amer Index RSP (US$) | National Bank Amer Index (US$) |
View the Fund Report for National Bank Mutual Funds.
Effective July 12, 2005, Real Assets Investment Management has reported the following management changes for the following funds:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Real Assets Social Impact Bal A | Deb Abbey | Stephen H. MacInnes, CFA, BSc | Real Assets Social Impact Bal M | Deb Abbey | Stephen H. MacInnes, CFA, BSc | Real Assets Social Leaders A | Deb Abbey | Stephen H. MacInnes, CFA, BSc |
View the Fund Report for Real Assets Investment Management.
Effective October 7, 2005, Juniper Fund Management Corporation has announced the following name change:
| Old Name | New Name |
|---|---|
| Capstone Cash Management | Juniper Income |
View the Fund Report for Juniper Fund Management Corporation.
Effective October 11, 2005, CI Investments Inc. has announced the following fund name change:
| Old Name | New Name |
|---|---|
| DDJ Canadian High Yield | DDJ High Yield |
View the Fund Report for CI Investments Inc.
Effective October 12, 2005, CIBC World Markets Inc. has launched the following fund:
View the Fund Report for CIBC World Markets Inc.
Effective October 7, 2005, TD Asset Management Inc. has announced the following fund mergers:
| Terminated Fund | Continuing Fund |
|---|---|
| TD Canadian Gov Bond Index | TD Canadian Bond Index |
| TD Canadian Gov Bond Index – e | TD Canadian Bond Index- e |
| TD International Growth | TD International Equity |
| TD International Growth-A | TD International Equity-A |
| TD Mgd Idx Income Port-I | TD Mgd Index Income RSP Port-I |
| TD Mgd Idx Income Port-e | TD Mgd Index Income RSP Port-e |
| TD Mgd Idx Inc&Mod Growth Port-I | TD Mgd Idx Inc & Mod Growth RSP Port-I |
| TD Mgd Idx Inc&Mod Growth Port-e | TD Mgd Idx Inc & Mod Growth RSP Port-e |
| TD Mgd Idx Bal Growth Port-I | TD Mgd Index Bal Growth RSP Port-I |
| TD Mgd Idx Balanced Growth Port-e | TD Mgd Index Balanced Growth RSP Port-e |
| TD Mgd Idx Aggress Growth Port-I | TD Mgd Idx Aggress Growth RSP Port-I |
| TD Mgd Idx Aggress Growth Port-e | TD Mgd Index Aggress Growth RSP Port-e |
| TD Mgd Idx Max Eq Growth Port-I | TD Mgd Index Max Equity Gro RSP Port-I |
| TD Mgd Idx Max Equity Growth Port-e | TD Mgd Idx Max Equ Growth RSP Port-e |
| TD Emerging Markets RSP | TD Emerging Markets |
| TD Emerging Markets RSP-A | TD Emerging Markets-A |
| TD Entertainment & Commun RSP | TD Entertainment & Communications |
| TD Entertainment & Commun RSP-A | TD Entertainment & Commun.-A |
| TD U.S. Blue Chip Equity RSP | TD U.S. Blue Chip Equity |
| TD U.S. Blue Chip Equity RSP-A | TD U.S. Blue Chip Equity-A |
| TD Global Select RSP | TD Global Select |
| TD Global Select RSP-A | TD Global Select-A |
| TD European Growth RSP | TD European Growth |
| TD Health Sciences RSP | TD Health Sciences |
| TD Health Sciences RSP-A | TD Health Sciences-A |
| TD Science & Technology RSP | TD Science & Technology |
| TD Science & Technology RSP-A | TD Science & Technology-A |
Effective October 11, 2005,TD Asset Management Inc. has announced the following fund name changes:
| Current Name | New Name |
|---|---|
| TD International Growth GIF II | TD International Equity GIF II |
| TD Mgd Index Income RSP Port-I | TD Mgd Index Income Port-I |
| TD Mgd Index Income RSP Port-e | TD Mgd Index Income Port-e |
| TD Mgd Idx Inc & Mod Growth RSP Port-I | TD Mgd Idx Inc & Mod Growth Port-I |
| TD Mgd Idx Inc & Mod Growth RSP Port-e | TD Mgd Idx Inc & Mod Growth Port-e |
| TD Mgd Index Bal Growth RSP Port-I | TD Mgd Index Bal Growth Port-I |
| TD Mgd Index Balanced Growth RSP Port-e | TD Mgd Index Balanced Growth Port-e |
| TD Mgd Index Aggress Growth RSP Port-I | TD Mgd Index Aggress Growth Port-I |
| TD Mgd Index Aggress Growth RSP Port-e | TD Mgd Index Aggress Growth Port-e |
| TD Mgd Index Max Equity Gro RSP Port-I | TD Mgd Index Max Equity Gro Port-I |
| TD Mgd Idx Max Equ Growth RSP Port-e | TD Mgd Idx Max Equ Growth Port-e |
View the Fund Report for TD Asset Management Inc.
Effective October 7, 2005, Capstone Consultants Ltd. has announced the following fund mergers:
| Terminated Fund | Continuing Fund |
|---|---|
| Capstone Canadian Equity | Juniper Equity Growth |
| Capstone Balanced | Juniper Equity Growth |
| Capstone Global Equity | Juniper Equity Growth |
View the Fund Report for Capstone Consultants Ltd.
Effective September 30, 2005, Altamira Investment Services Inc. has removed Craig Porter from the management team for the following funds:
View the Fund Report for Altamira Investment Services Inc.
Effective September 30, 2005, Altamira Investment Services Inc. has removed Craig Porter from the management team for the following fund:
View the Fund Report forAltamira Investment Services Inc.
Effective October 7, 2005, Empire Life Insurance Co. has announced the following changes:
| Previous Name | New Name |
|---|---|
| Empire Corporate Bond | Empire Income |
View the Fund Report for Empire Life Insurance Co.
Effective October 7, 2005, Empire Life Insurance Co. has launched the following funds:
View the Fund Report for Empire Life Insurance Co.
Effective October 07, 2005 TD Asset Management Inc. has launched the following fund:
View the Fund Report for TD Asset Management Inc.
Effective October 06, 2005 TD Asset Management Inc. has announced the following name change:
| Previous Name | New Name |
|---|---|
| TD AsiaGrowth RSP | TD Pacific Rim - I |
View the Fund Report for TD Asset Management Inc.
Effective September 30, 2005, National Bank Mutual Funds has terminated the following funds:
Unitholders of these funds were granted units of the same series of the underlying funds (Global Equity Fund, Global Technologies Fund and Future Economy Fund) for a value equal to their Investment’s net asset value.
Effective September 30, 2005, National Bank Mutual Funds has announced the following fund name changes:
| Previous Name | New Name |
|---|---|
| National Bank Global RSP Bond | National Bank Global Bond |
| National Bank Internat'l RSP Index | National Bank International Index |
| National Bank American Index RSP | National Bank American Index |
| National Bank Protected Global RSP | National Bank Protected Global |
View the Fund Report for National Bank Mutual Funds.
Effective September 19, 2005, @rgentum Funds has terminated the following funds:
View the Fund Report for @rgentum Funds.
Effective July 26, 2005, Stone Funds has announced the following name changes:
| Previous Name | New Name |
|---|---|
| Stone & Co. Health Science-A | Stone & Co. Longevity – A |
| Stone & Co. Health Science-B | Stone & Co. Longevity – B |
| Stone & Co. Health Science-C | Stone & Co. Longevity – C |
View the Fund Report for Stone Funds.
Effective September 30, 2005, Manulife MIX Funds has terminated the following funds:
View the Fund Report for Manulife MIX Funds.
Effective September 29, 2005, Horizons BetaPro Funds has launched the following funds:
View the Fund Report for Horizons BetaPro Funds.
Effective October 3, 2005, Strathy Investment Mgmt. has announced the following name changes:
| Previous Name | New Name |
|---|---|
| The Strathy Growth Fund | The Fairlane Growth Fund |
| The Strathy Income Fund | The Fairlane Income Fund |
View the Fund Report for Strathy Investment Mgmt.
Effective September 28, 2005, BMO Nesbitt Burns Inc. has launched the following funds:
View the Fund Report for BMO Nesbitt Burns Inc.
Effective September 30, 2005, AIM Trimark Investments has removed Eric Thaller from the management team for the following funds:
Effective September 30, 2005, AIM Trimark Investments has added Duy Nguyen to the management team for the following funds:
View the Fund Report for AIM Trimark Investments.
Effective September 22nd, 2005, Open Sky Capital has launched the following fund:
Effective September 15th, 2005, Open Sky Capital has launched the following fund:
Effective September 15th, 2005, Open Sky Capital has launched the following fund:
View the Fund Report for Open Sky Capital.
Effective September 2005, Mackenzie Financial Corporation has announced the following manager change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Mackenzie Univ Emerg Markets Cap Cl | Rick Schmidt | Austin Forey |
View the Fund Report for Mackenzie Financial Corporation.
Effective September 30, 2005, Sprott Asset Management Inc. has launched the following fund:
View the Fund Report for Sprott Asset Management Inc..
Effective September 27, 2005, All-Canadian Management Inc. has terminated the following fund:
View the Fund Report for All-Canadian Management Inc..
Effective September 23, 2005, United Financial Corporation has announced the following fund mergers:
| Terminated Fund | Continuing Fund |
|---|---|
| United-RSP Global Fixed Income Pool | United-Global Fixed Income Pool |
| United-RSP Intl Equ Diversified Pl | United-Intl Equity Diversif Pl |
| United-RSP US Equity Diversified Pl | United-US Equity Diversified Pool |
| Artisan RSP Growth Portfolio | Artisan Growth Portfolio |
| Artisan RSP High Growth Portfolio | Artisan High Growth Portfolio |
| Artisan RSP Maximum Growth Port. | Artisan Maximum Growth Portfolio |
View the Fund Report for United Financial Corporation.
Effective September 28, 2005, CIBC World Markets Inc. has launched the following fund:
View the Fund Report for CIBC World Markets Inc..
Effective September 23, 2005, MD Funds Management Inc. has announced the following fund mergers:
| Terminated Fund | Continuing Fund |
|---|---|
| MD U.S. Large Cap Growth RSP | MD U.S. Large Cap Growth |
| MD Growth RSP | MD Growth |
View the Fund Report for MD Funds Management Inc..
Effective September 19, 2005, Counsel Wealth Management has announced the following fund mergers:
| Terminated Fund | Continuing Fund |
|---|---|
| Counsel Altus All Equity RSP | Counsel All Equity Portfolio |
| Counsel Altus Balanced RSP | Counsel Balanced Port |
| Counsel Altus Growth RSP | Counsel Growth Portfolio |
View the Fund Report for Counsel Wealth Management.
Effective September 23, 2005, Chou Associates Management Inc. has launched the following funds:
View the Fund Report for Chou Associates Management Inc..
Effective September 23, 2005, National Bank Mutual Funds has terminated the following funds:
View the Fund Report for National Bank Mutual Funds.
Effective September 23, 2005, Brandes Investment Partners has terminated the following funds:
View the Fund Report for Brandes Investment Partners.
Effective September 23, 2005, Investors Group has announced the following fund mergers:
| Terminated Fund | Continuing Fund |
|---|---|
| IG AGF U.S. Growth RSP-A | IG AGF U.S. Growth-A |
| IG AGF U.S. Growth RSP-B | IG AGF U.S. Growth-B |
| IG AGF U.S. Growth RSP-C | IG AGF U.S. Growth-C |
| Investors European Equity RSP-A | Investors European Equity-A |
| Investors European Equity RSP-B | Investors European Equity-B |
| Investors European Equity RSP-C | Investors European Equity-C |
| Investors Global RSP-A | Investors Global-A |
| Investors Global RSP-B | Investors Global-B |
| Investors Global RSP-C | Investors Global-C |
| Investors Global Sci & Tech RSP-A | Investors Global Sci & Tech-A |
| Investors Global Sci & Tech RSP-B | Investors Global Sci & Tech-B |
| Investors Global Sci & Tech RSP-C | Investors Global Sci & Tech-C |
| Investors Japanese Equity RSP-A | Investors Japanese Equity-A |
| Investors Japanese Equity RSP-B | Investors Japanese Equity-B |
| Investors Japanese Equity RSP-C | Investors Japanese Equity-C |
| Investors U.S. Large Cap Val RSP-A | Investors U.S. Large Cap Value-A |
| Investors U.S. Large Cap Val RSP-B | Investors U.S. Large Cap Value-B |
| Investors U.S. Large Cap Val RSP-C | Investors U.S. Large Cap Value-C |
View the Fund Report for Investors Group.
Effective September 22, 2005, AGF Funds Inc. has announced the following changes:
| Old Name | New Name |
|---|---|
| AGF MultiManager Class (US$) | AGF Global Perspective Class (US$) |
View the Fund Report for AGF Funds.
Effective September 19, 2005, Stone Funds has launched the following funds:
View the Fund Report for Stone Funds.
Effective September 20, 2005, RBC Asset Management Inc. has launched the following funds:
View the Fund Report for RBC Asset Management Inc.
Effective September 16, 2005, Counsel Wealth Management has announced the following fund mergers:
| Terminated Fund | Continuing Fund |
|---|---|
| Counsel All Equity RSP Portfolio | Counsel All Equity Portfolio |
| Counsel Balanced RSP Portfolio | Counsel Balanced Portfolio |
| Counsel Growth RSP Portfolio | Counsel Growth Portfolio |
View the Fund Report for Counsel Wealth Management.
Effective September 16, 2005, CIBC Asset Management has announced the following fund mergers:
| Terminated Fund | Continuing Fund |
|---|---|
| Renaissance Global Growth RSP | Renaissance Global Growth |
| Renaissance Global Opport RSP | Renaissance Global Opportunities |
| Renaissance Global Sectors RSP | Renaissance Global Sectors |
| Renaissance Global Technology RSP | Renaissance Global Technology |
| Renaissance Int'l Growth RSP | Renaissance International Growth |
| Renaissance Tactical Allocation RSP | Renaissance Tactical Allocation |
View the Fund Report for CIBC Asset Management.
Effective September 16, 2005, Chou Associates Management Inc. has launched the following funds:
View the Fund Report for Chou Associates Management Inc.
Effective Sept 13, 2005, CIBC World Markets Inc. has launched the following fund:
Effective Sept 8, 2005, CIBC World Markets Inc. has launched the following fund:
View the Fund Report for CIBC World Markets Inc.
Effective September 12, 2005, BMO Nesbitt Burns Inc. has launched the following funds:
View the Fund Report for BMO Nesbitt Burns Inc.
Effective September 12, 2005, CI Investment Management has closed the following funds to new investments:
View the Fund Report for CI Investment Management.
Effective September 12, 2005, Investors Group has announced the following name changes:
| Old Name | New Name |
|---|---|
| IG Mackenzie Maxxum Dividend-A | IG Mackenzie Maxxum Dividend Gro-A |
| IG Mackenzie Maxxum Dividend-B | IG Mackenzie Maxxum Dividend Gro-B |
| IG Mackenzie Maxxum Dividend-C | IG Mackenzie Maxxum Dividend Gro-C |
View the Fund Report for Investors Group.
Effective September 12, 2005, Value Partners Investments Inc. has launched the following funds:
View the Fund Report for Value Partners Investments Inc.
Effective September 9, 2005, Astra Funds has terminated the following funds:
View the Fund Report for SSQ VIE Inv et retraite(Astra) .
Effective August 29, 2005, Industrial Alliance Fund Management has launched the following funds:
View the Fund Report for Industrial Alliance Fund Management.
Effective September 6, 2005, BMO Investments Inc. has terminated the following fund:
View the Fund Report for BMO Investments Inc.
Effective August 30, 2005, Mackenzie Financial Corporation has announced the following changes:
| Old Name | New Name |
|---|---|
| Mackenzie Univ Fin Ser Cap Cl (US$) | Mackenzie MX Glbl Expl Cap Cl (US$) |
| Mackenzie Univ Financial Ser Cap Cl | Mackenzie Max Glo Explorer Cap Cl |
View the Fund Report for Mackenzie Financial Corporation.
Effective August 31, 2005, Legg Mason Funds has terminated the following fund.
View the Fund Report for Legg Mason Funds.
Effective August 26, 2005, Industrial Alliance Mutual Funds has terminated the following fund.
View the Fund Report for Industrial Alliance Mutual Funds.
Effective September 1, 2005, Manulife Financial has announced the following manager changes.
“AMI Partners Inc.”,” KBSH Capital Management”,” Sanford C. Bernstein & Co., LLC” are no longer the sub advisor for the following funds. New sub-advisor will be “Mawer Investment Management Ltd.”.
View the Fund Report for Manulife Financial.
Effective September 1, 2005, RBC Asset Management Inc. has announced the closed of RBC Global Education Fund to new investors.
View the Fund Report for RBC Asset Management Inc.
Effective August 31, 2005, Assante Asset management Ltd. has changed their name to United Financial. Mutual funds are listed under the “United Pools” group name.
Effective August 31, 2005, United Pools has announced the following fund name changes:
| Old Name | New Name |
|---|---|
| Assante Canadian Equity Div Pool | United-Canadian Equity Diversif Pl |
| Assante Canadian Equity Grw Pool | United-Canadian Equity Growth Pool |
| Assante Canadian Equ Sm Cap Pool | United-Canadian Equity Small Cap Pl |
| Assante Canadian Equity Val Pool | United-Canadian Equity Value Pool |
| Assante Canadian Fixed Inc Pool | United-Canadian Fixed Income Pool |
| Assante Global Fixed Inc Pool | United-Global Fixed Income Pool |
| Assante Intl Equity Gwth Pool | United-International Equity Growth |
| Assante Intl Equity Diver Pool | United-Intl Equity Diversif Pl |
| Assante RSP Glo Fixed Inc Pool | United-RSP Global Fixed Income Pool |
| Assante RSP Int Equity Div Pool | United-RSP Intl Equ Diversified Pl |
| Assante RSP US Equ Div Pool | United-RSP US Equity Diversified Pl |
| Assante Real Est Inv Pool | United-Real Estate Investment Pool |
| Assante Short Term Inc Pool | United-Short Term Income Pool |
| Assante US Equity Div Pool | United-US Equity Diversified Pool |
| Assante US Equity Gwth Pool | United-US Equity Growth Pool |
| Assante US Equity Val Pool | United-US Equity Value Pool |
View the Fund Report for United Financial.
Effective August 26, 2005, ClaringtonFunds Inc. has announced the following changes:
| Old Name | New Name |
|---|---|
| Clarington Canadian Core Portfolio | Clarington Core Portfolio |
View the Fund Report for ClaringtonFunds Inc.
Effective August 29, 2005, Elliott & Page Ltd. has terminated the following funds:
Investors in these Funds will receive the equivalent value of their investment in the corresponding underlying mutual fund.
View the Fund Report for Elliott & Page Ltd.
Effective August 26, 2005, Clarington Funds Inc. has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| Clarington Asia Pacific | Clarington Global Equity |
| Clarington Canadian Growth | Clarington Canadian Equity |
| Clarington Global Communications | Clarington Global Equity |
| Clarington Global Core Portfolio | Clarington Canadian Core Portfolio |
| Clarington Global Health Sci Class | Clarington Global Equity Class |
| Clarington Global Value Class | Clarington Global Equity Class |
| Clarington International Equity | Clarington Global Equity |
| Clarington Navellier US All Cap Cl | Clarington Navellier U.S. All Cap |
| Clarington U.S. Core Portfolio | Clarington Canadian Core Portfolio |
| Clarington U.S. Growth | Clarington Navellier U.S. All Cap |
| Clarington U.S. Smaller Co. Gwth | Clarington Global Small Cap |
| Clarington U.S. Value Class | Clarington Global Equity Class |
View the Fund Report for Clarington Funds Inc.
Effective August 29, 2005, HSBC Investment Funds (Canada) Inc. has launched the following funds:
View the Fund Report for HSBC Investment Funds (Canada) Inc.
Effective August 26, 2005, R Funds (BLC-Rothschild) has announced the following fund mergers:
| Terminated Fund | Continuing Fund |
|---|---|
| R Techno-Media | R Global Growth |
| R Techno-Media RSP | R Global Growth |
| R Corporate Treasury A | R Money Market |
| R Corporate Treasury B | R Money Market |
| R American RSP | R American |
| R World Leaders RSP | R Global Value |
| R European RSP | R European |
| R Asian RSP | R Asian |
| R Life & Health RSP | R Life & Health |
| IA Canadian Money Market | R Money Market |
| IA Canadian Bond | R Bond |
| IA Credit Suisse Global Equity | R Global Growth |
| IA Crystal Enhanced Index World | IA Crystal Enhanced Index America |
| IA Canadian Core Equity | R Canadian Leaders |
Effective August 26, 2005, R Funds (BLC-Rothschild) has announced the following fund Name Changes:
| Previous Name | New Name |
|---|---|
| R Canadian Equity | R Canadian Growth |
| R Dividend | R Dividend Income |
| R World Leaders | R Global Value |
| R Global Equity | R Global Growth |
| R Small Cap Canadian Equity | R Canadian Smaller Companies |
| R N.A. High Yield Bond | R High Yield Bond |
View the Fund Report for R Funds (Industrial Alliance Fund Management Inc.).
Effective August 26, 2005, AIM Trimark Investments has added Tony Roberts to the management team for the following funds:
View the Fund Report for AIM Trimark Investments.
Effective August 26, 2005, R Funds (Industrial Alliance Fund Management Inc.) has announced the following manager and fund name changes:
Name Changes
| Old Name | New Name |
|---|---|
| R Global Equity | R Global Growth |
| R World Leaders | R Global Value |
Manager Changes
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| R Global Growth (formerly R Global Equity) | Bruno Vanier, Dominique Netter | New Star Institutional – Mgmt. Team | R Global Value (formerly R World Leaders) | Bruno Vanier, Dominique Netter | Brandywine Asset Mgmt – Mgmt. Team |
View the Fund Report for R Funds (Industrial Alliance Fund Management Inc.).
Effective August 25, 2005, CIBC Asset Management Inc. has announced the following manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| CIBC Core Canadian Equity | Tom Nowicki, CFA | Domenic Monteferrante, CFA | Talvest Bond | Jeffrey M. Waldman | John W. Braive, BComm | Talvest Cdn. Asset Allocation | TAL Global Asset Mgmt. – Mgmt. Team | Gaelen Morpher, CFA | Talvest Cdn Equity Growth | Ian M. H. Joseph, CFA | Connor, Clark & Lynn – Mgmt. Team | Talvest Canadian Equity Value | McLean Budden – Mgmt. Team | Gaelen Morpher, CFA | Talvest Cdn. Multi Management | Ian M. H. Joseph, CFA, J. Sebastian Van Berkom, BComm, McLean Budden – Mgmt. Team & Leslie Williams, CFA | Connor, Clark & Lynn – Mgmt. Team, Leslie Williams, CFA, Gaelen Morpher, CFA, David Graham and Wellington Management Co. – Mgmt. Team | Talvest Small-Cap Cdn Equity | J. Sebastian Van Berkom, BComm | David Graham & Wellington Management Co. – Mgmt. Team | Renaissance Canadian Bond | Jeffrey M. Waldman | John W. Braive, BComm |
View the Fund Report for CIBC Asset Management Inc.
Effective August 22, 2005, Laketon Investment Management Ltd. has terminated the following funds:
View the Fund Report for Laketon Investment Management Ltd.
Effective Aug 24, 2005, CIBC World Markets Inc. has launched the following fund:
View the Fund Report for CIBC World Markets Inc.
Effective August 19, 2005, Franklin Templeton Investments has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| Bissett American Equity RSP-A | Bissett American Equity-A |
| Bissett American Equity RSP-F | Bissett American Equity-F |
| Bissett Multinational Growth RSP-A | Bissett Multinational Growth-A |
| Bissett Multinational Growth RSP-F | Bissett Multinational Growth-F |
| Franklin Flex Cap Growth RSP | Franklin Flex Cap Growth |
| Franklin Technology RSP | Franklin Technology |
| Franklin U.S. Large Cap Growth RSP | Franklin U.S. Large Cap Growth |
| Franklin U.S. Small-Mid Cap Gro RSP | Franklin U.S. Small-Mid Cap Growth |
| Franklin Wld Hth Sci & Biotech RSP | Franklin World Health Sci & Biotech |
| Franklin World Growth RSP | Franklin World Growth |
| Franklin World Telecom RSP | Franklin World Telecom |
| Mutual Beacon RSP | Mutual Beacon |
| Mutual Discovery RSP | Mutual Discovery Fund |
| Templeton Emerg Markets RSP | Templeton Emerging Markets |
| Templeton Global Balanced RSP | Templeton Global Balanced |
| Templeton Global Small Co. RSP | Templeton Global Smaller Co. |
| Templeton Growth RSP | Templeton Growth Fund Ltd. |
| Templeton International Stock RSP | Templeton International Stock |
View the Fund Report for Franklin Templeton Investments.
Effective August 15, 2005, ClaringtonFunds Inc. has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| Clarington RSP Global Communication | Clarington Global Communications |
| Clarington RSP Global Equity | Clarington Global Equity |
| Clarington RSP Global Income | Clarington Global Income |
| Clarington RSP Navellier US All Cap | Clarington Navellier U.S. All Cap |
View the Fund Report for ClaringtonFunds Inc.
Effective August 22, 2005, Fiducie Desjardins has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| Desjardins CI Value Trust RSP | Desjardins CI Value Trust Sector |
| Desjardins Fidelity Intl Port RSP | Desjardins Fidelity Intl Portfolio |
| Desjardins Fidelity Sml Cap Ame RSP | Desjardins Fidelity Small Cap Amer |
View the Fund Report for Fiducie Desjardins.
Effective August 15, 2005, Open Sky Capital has launched the following fund:
Effective August 10, 2005, Open Sky Capital has launched the following fund:
View the Fund Report for Open Sky Capital.
Effective August 15, 2005, AIM Trimark Investments has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| Trimark RSP Select Growth | Trimark Select Growth |
| Trimark RSP Discovery | Trimark Discovery |
| Trimark RSP Global Endeavour | Trimark Global Endeavour |
| Trimark RSP Europlus | Trimark Europlus |
| Trimark RSP International Companies | Trimark International Companies-A |
| Trimark RSP U.S. Companies | Trimark U.S. Companies |
| Trimark RSP Global High Yield Bond | Trimark Global High Yield Bond |
| Trimark RSP Global Balanced | Trimark Global Balanced |
| Trimark RSP Fund | Trimark Fund – SC |
| AIM RSP Indo-Pacific | AIM Indo-Pacific |
| AIM RSP Core American Equity | AIM Core American Equity Class |
| AIM RSP Core Global Equity | AIM Trimark Core Global Equity Cl |
| AIM RSP Global Theme | AIM Global Theme Class |
| AIM RSP Global Health Sciences | AIM Global Health Sciences |
| AIM RSP American Growth | AIM American Growth |
| AIM RSP European Growth | AIM European Growth |
| AIM RSP Global Technology | AIM Global Technology |
| AIM RSP International Growth | AIM International Growth Class |
View the Fund Report for AIM Trimark Investments.
Effective August 15, 2005, Fiducie Desjardins has terminated the following funds:
View the Fund Report for Fiducie Desjardins.
Effective April 15, 2005, AIM Trimark Investments has announced the following management changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| AIM Core American Equity Class | Bruce Harrop, CFA, MBA, Jim Young, CFA, MBA, John W. Ferreby, Carl W. Hafele, Michael C. Heyman, David B. Hiller, Mark W. Lattis | Bruce Harrop, CFA, MBA, Jim Young, CFA, MBA and Heather Pierce, BA |
View the Fund Report for AIM Trimark Investments.
Effective August 12, 2005, Dynamic Mutual Funds. has terminated the following funds:
Investors in these Funds will receive the equivalent value of their investment in the corresponding underlying mutual fund.
View the Fund Report for Dynamic Mutual Funds.
Effective July 25, 2005, Mackenzie Financial Corporation has announced the following manager changes.
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Mackenzie Univ Health Sci Cap Cl | Norm Fidel | Wendy Chua, Ian Ainsworth |
| Mackenzie Univ Health Sci Cap Cl-B | Norm Fidel | Wendy Chua, Ian Ainsworth |
| Mackenzie Univ Hth Sci CapCp(US$)-A | Norm Fidel | Wendy Chua, Ian Ainsworth |
| Mackenzie Univ Hth Sci CapCp(US$)-B | Norm Fidel | Wendy Chua, Ian Ainsworth |
View the Fund Report for Mackenzie Financial Corporation.
Effective August 12, 2005, GGOF Guardian Group of Funds has terminated the following funds:
Investors in these Funds will receive the equivalent value of their investment in the corresponding underlying mutual fund.
View the Fund Report for GGOF Guardian Group of Funds.
Effective August 12, 2005, AGF Funds Inc. has terminated the following funds:
Investors in these Funds will receive the equivalent value of their investment in the corresponding underlying mutual fund.
View the Fund Report for AGF Funds Inc.
Effective August 4, National Life of Canada has announced the following changes:
| Old Name | New Name |
|---|---|
| National Canadian Asset Allocation | NL R-M Canadian Asset Allocation |
| National Canadian Equity Index | NL R-M Canadian Equity Index |
| National Dividend Income | NL R-M Dividend Income |
| National Equities | NL R-M Equities |
| National Fixed Income | NL R-M Fixed Income |
| National Global Equities | NL R-M Global Equities |
| National International Equity | NL R-M International Equity |
| National Money Market | NL R-M Money Market |
| National Balanced | NL R-M Balanced |
| National US Equity Index | NL R-M US Equity Index |
| National US/DAQ Index | NL R-M US/DAQ Index |
View the Fund Report for National Life of Canada.
Effective Aug 10, 2005, CIBC World Markets Inc. has launched the following funds:
View the Fund Report for CIBC World Markets Inc.
Effective August 8, 2005, Mackenzie Financial Co. has announced the following changes:
| Old Name | New Name |
|---|---|
| Mackenzie Maxxum Pension | Mackenzie Maxxum Monthly Income |
| Mackenzie Maxxum Pension 'T' | Mackenzie Maxxum Monthly Income 'T' |
| Mackenzie Maxxum Pension Seg | Mackenzie Maxxum Monthly Income Seg |
View the Fund Report for Mackenzie Financial Co.
Effective August 2, 2005, CI Investments Inc. has terminated the following funds:
Investors in these Funds will receive the equivalent value of their investment in the corresponding underlying mutual fund.
Effective August 2, 2005, CI Investments Inc. has announced the following fund mergers.
| Discontinued Fund | Merged Into |
|---|---|
| BPI Global Equity Corp Class (US$) | CI Global Corporate Class (US$) |
| BPI Global Equity Corporate Class | CI Global Corporate Class |
| BPI International Equity | CI International |
| BPI International Equity (US$) | CI International (US$) |
| BPI International Equity Corp (US$) | CI International Corporate Cl (US$) |
| BPI International Equity Corp Class | CI International Corporate Class |
| CI Asian Dynasty | CI Pacific |
| CI Canadian Small Cap | Clarica Canadian Small/Mid Cap |
| Clarica Canadian Blue Chip | CI Signature Select Canadian |
| Clarica Canadian Blue Chip A | CI Signature Select Canadian |
| Clarica Canadian Blue Chip Class Z | CI Signature Select Canadian |
| Clarica Canadian Diversified | CI Signature Canadian Balanced |
| Clarica Canadian Diversified A | CI Signature Canadian Balanced |
| Clarica Canadian Equity | CI Canadian Investment |
| Clarica Canadian Equity A | CI Canadian Investment |
| Clarica Premier Bond | CI Canadian Bond |
| Clarica Premier Bond A | CI Canadian Bond |
| Clarica Premier International | CI International Value |
| Clarica Premier International A | CI International Value |
| Clarica Summit Canadian Equity | CI Harbour |
| Clarica Summit Canadian Equity A | CI Harbour |
| Clarica Summit Dividend Growth | CI Signature Select Canadian |
| Clarica Summit Dividend Growth A | CI Signature Select Canadian |
| Clarica Summit Foreign Equity | CI Harbour Foreign Equity Corp Cl |
| Clarica Summit Foreign Equity A | CI Harbour Foreign Equity Corp Cl |
| Clarica Summit Growth & Income | CI Harbour Growth and Income |
| Clarica Summit Growth & Income A | CI Harbour Growth and Income |
| Clarica US Small Cap | CI American Small Companies |
| Clarica US Small Cap A | CI American Small Companies |
View the Fund Report for CI Investments Inc.
Effective July 25, 2005, Investors Group has announced the following manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Investors Cdn. Natural Resource-A | Kevin Nyysola | Dom Grestoni & Chris Holden | Investors Cdn. Natural Resource-B | Kevin Nyysola | Dom Grestoni & Chris Holden | Investors Cdn. Natural Resource-C | Kevin Nyysola | Dom Grestoni & Chris Holden | Investors Glo Natural Resource Cl-A | Kevin Nyysola & Jeff Hall | Jeff Hall | Investors Glo Natural Resource Cl-B | Kevin Nyysola & Jeff Hall | Jeff Hall | Investors Income Trust Fund-A | Kevin Nyysola & Jeff Hall | Jeff Hall | Investors Income Trust Fund-B | Kevin Nyysola & Jeff Hall | Jeff Hall | Investors Income Trust Fund-C | Kevin Nyysola & Jeff Hall | Jeff Hall |
View the Fund Report for Investors Group.
Effective Aug 04, 2005, Sentry Select Capital Corp. has launched the following fund:
View the Fund Report for Sentry Select Capital Corp.
Effective August 5, 2005, ING Funds has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| ING Canadian Money Market | AGF Canadian Money Market Account |
| ING Canadian Bond | AGF Canadian Bond |
| ING Canadian Balanced | AGF Canadian Balanced |
| ING Canadian Equity | AGF Canadian Stock |
| ING Canadian Small Cap Equity | AGF Cdn Small Cap |
| ING US Equity RSP | AGF RSP American Growth |
| ING Global Equity | AGF World Companies |
| ING Global Equity RSP | AGF RSP World Companies |
| ING Europe Equity | AGF European Equity Class |
| ING Canadian Financial Services | AGF Global Financial Services Class |
| ING Canadian Resources | AGF Canadian Resources |
| ING Global Brand Names | AGF World Companies |
| ING Canadian Dividend Income | AGF Dividend Income |
View the Fund Report for ING Funds.
Effective August 2, 2005, Altamira Investment Services Inc. has terminated the following funds:
Investors in these Funds will receive the equivalent value of their investment in the corresponding underlying fund.
View the Fund Report for Altamira Investment Services Inc.
Effective August 3, 2005, CIBC World Markets Inc. has launched the following fund:
View the Fund Report for CIBC World Markets Inc.
Effective August 2, 2005, Assumption Life has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| Assumption/CI Synergy American RSP | Assumption/CI Synergy American |
| Assumption/CI Synergy AmericanRSP-B | Assumption/CI Synergy American-B |
| Assumption/CI Synergy Ameri RSP-C | Assumption/CI Synergy American-C |
View the Fund Report for Assumption Life.
Effective July 28, 2005, Sentry Select Capital Corp. has launched the following funds:
View the Fund Report for Sentry Select Capital Corp.
Effective July 13, 2005, Open Sky Capital has launched the following fund:
Effective July 20, 2005, Open Sky Capital has launched the following fund:
View the Fund Report for Open Sky Capital.
Effective July 25, 2005, London Life Insurance Co. has announced the following changes:
| Old Name | New Name |
|---|---|
| London Life Fixed Income (MF) | London Life Cdn Fixed Inc (Laketon) |
View the Fund Report for London Life Insurance Co.
Effective July 22, 2005, AIC Limited has terminated the following funds:
Investors in these Funds will receive the equivalent value of their investment in the corresponding underlying mutual or pooled fund.
View the Fund Report for AIC Limited.
Effective June 27 , 2005, Mackenzie Financial has announced the following management changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| MD Select | Mclean Budden Limited | Bissett Investment Management and Acuity Investment Management |
View the Fund Report for Mackenzie Financial.
Effective July 22, 2005, BMO Investments Inc. has announced the following name changes:
| Old Name | New Name |
|---|---|
| BMO International Bond | BMO World Bond |
| BMO U.S. Value | BMO U.S. Equity |
| BMO U.S. Value (US$) | BMO U.S. Equity (US$) |
View the Fund Report for BMO Investments Inc.
Effective June 24, 2005, Assumption Life has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| Assumption/FDI RSP Overseas | Assumption/FDI Overseas |
| Assumption/FDI RSP Overseas-B | Assumption/FDI Overseas-B |
| Assumption/FDI RSP Overseas-C | Assumption/FDI Overseas-C |
View the Fund Report for Assumption Life.
Effective July 21, 2005, Brompton EWI Management Limited has launched the following fund:
Effective July 15, 2005, CI Mutual Funds has terminated the following funds:
View the Fund Report for CI Mutual Funds.
Effective July 14, 2005, CIBC World Markets Inc. has launched the following funds:
View the Fund Report for CIBC World Markets Inc.
Effective July 15, 2005, Dynamic Mutual Funds Ltd. has terminated the following funds:
Unitholders in RSP close funds will receive the equivalent value of their investment in the corresponding underlying fund.
View the Fund Report for Dynamic Mutual Funds Ltd.
Effective July 08, 2005, ING Funds has terminated the following funds and the proceeds invested into the ING Canadian Money Market Fund:
View the Fund Report for ING Funds.
Effective July 14, 2005, Northwest Mutual Funds Inc. has terminated the following fund:
View the Fund Report for Northwest Mutual Funds Inc.
Effective July 13, 2005, Dynamic Mutual Funds Ltd. has launched the following funds:
Effective July 12, 2005, Dynamic Mutual Funds Ltd. has launched the following funds:
View the Fund Report for Dynamic Mutual Funds Ltd.
Effective July 14, 2005, Ethical Funds Inc. has launched the following funds:
View the Fund Report for Ethical Funds Inc.
Effective July 13, 2005, Logix Asset Management Inc. has terminated the following fund:
View the Fund Report for Logix Asset Management Inc.
Effective June 27, 2005, Investors Group has announced the following name changes:
| Previous Name | New Name |
|---|---|
| Investors Corporate Bond | Investors Canadian Bond |
| Managed Yield Class-A | Investors Managed Yield Class-A |
| Managed Yield Class-B | Investors Managed Yield Class-B |
View the Fund Report for Investors Group.
Effective July 11, 2005, Investors Group has launched the following funds:
View the Fund Report for Investors Group.
Effective July 8, 2005, Mackenzie Financial Corporation has terminated the following funds:
View the Fund Report for Mackenzie Financial Corporation.
Effective July 08, 2005, Quadrus Group of Funds has launched the following funds:
View the Fund Report for Quadrus Group of Funds.
Effective April 1, 2005, Canada Life Assurance Co. has announced the following management changes:
View the Fund Report for AIC Limited.
Effective April 1, 2005, Canada Life Assurance Co. has announced the following management changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Canada Life PC Euro Foc 20(Setanta) | James McSweeney and Dr. William Killen | James McSweeney and Graeme Kyle |
View the Fund Report for Canada Life Assurance Co.
Effective July 8, 2005, AIC Limited has closed the following funds to new investments:
View the Fund Report for AIC Limited.
Effective July 1, 2005, Industrial Alliance Investment Management announced the following changes:
National Life Ultraflex II family of funds is now under the Ecoflex section of Industrial Alliance Investment Management Inc.
Industrial Alliance Pacific family of funds is now under the Ecoflex section of Industrial Alliance Investment Management Inc.
View the Fund Report for Industrial Alliance Investment Management.
Effective July 4, 2005, SSQ VIE Inv et retraite(Astra) has launched the following funds:
View the Fund Report for SSQ VIE Inv et retraite(Astra).
Effective July 07, 2005, Standard Life Mutual Funds has launched the following funds:
View the Fund Report for Standard Life Mutual Funds.
Effective June 28, 2005, Members Mutual Management Corp. has terminated the following fund:
View the Fund Report for Members Mutual Management Corp.
Effective July 4, 2005, Fonds des Professionels du Quebec has terminated the following fund:
View the Fund Report for Fonds des Professionels du Quebec.
Effective July 04 2005, Phillips, Hager & North Inv Mgmt. has announced the following portfolio manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| PH&N U.S. Equity-A | Jeff Clay | Phillips, Hager & North - Mgmt. Team |
| PH&N U.S. Equity-O | Jeff Clay | Phillips, Hager & North - Mgmt. Team |
View the Fund Report for Phillips, Hager & North Inv Mgmt.
Effective June 24, 2005, Mavrix Fund Management Inc. has announced the following:
Name Changes| Previous Name | New Name |
|---|---|
| Mavrix Canadian Strategic Equity | Mavrix Canada Fund |
Mavrix Dividend & Income has been re-opened for new investments.
View the Fund Report for Mavrix Fund Management Inc.
Effective July 4, 2005, Acuity Funds has launched the following funds:
View the Fund Report for Acuity Funds.
Effective July 4, 2005, Northwest Mutual Funds has launched the following funds:
View the Fund Report for Northwest Mutual Funds.
Effective July 4, 2005, CI Funds has launched the following funds:
View the Fund Report for CI Funds.
Effective June 29, 2005, AGF Funds Inc. has announced that Scott Colbourne will be the sole manager for the following funds:
View the Fund Report for AGF Funds Inc.
Effective June 30, 2005, Ethical Funds Inc. has announced the following name changes:
| Previous Name | New Name |
|---|---|
| Ethical North American Equity | Ethical American Multi-Strategy |
| Ethical RSP North American Equity | Ethical RSP Amer Multi-Strategy |
View the Fund Report for Ethical Funds Inc.
Effective June 29, 2005, CIBC World Markets Inc. has launched the following fund:
View the Fund Report for CIBC World Markets Inc.
Effective June 24, 2005, Mackenzie Financial has announced the following fund name changes:
| Previous Name | New Name |
|---|---|
| Mackenzie Maxxum Income | Quadrus Laketon Fixed Income |
| Quadrus Mac Maxxum Income | Quadrus Laketon Fixed Income-SerQ |
View the Fund Report for Mackenzie Financial.
Effective June 27, 2005, Fidelity Investments Canada has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| Fidelity RSP Amer Disciplined Equ | Fidelity Amer Disciplined Equity-A |
| Fidelity RSP Amer Disciplined Equ-B | Fidelity Amer Disciplined Equity-B |
| Fidelity RSP American Opport-A | Fidelity American Opportunities-A |
| Fidelity RSP American Opport-B | Fidelity American Opportunities-B |
| Fidelity RSP Europe-A | Fidelity Europe-A |
| Fidelity RSP Europe-B | Fidelity Europe-B |
| Fidelity RSP Far East-A | Fidelity Far East-A |
| Fidelity RSP Far East-B | Fidelity Far East-B |
| Fidelity RSP Focus Financial Ser.-A | Fidelity Focus Financial Serv.-A |
| Fidelity RSP Focus Financial Ser.-B | Fidelity Focus Financial Serv.-B |
| Fidelity RSP Focus Healthcare-A | Fidelity Focus Health Care-A |
| Fidelity RSP Focus Healthcare-B | Fidelity RSP Focus Healthcare-B |
| Fidelity RSP Focus Technology-A | Fidelity Focus Technology-A |
| Fidelity RSP Focus Technology-B | Fidelity Focus Technology-B |
| Fidelity RSP Focus Telecomm.-A | Fidelity Focus Telecommunications-A |
| Fidelity RSP Focus Telecomm.-B | Fidelity Focus Telecommunications-B |
| Fidelity RSP Glo Disciplined Equ-B | Fidelity Global Disciplined Equ-B |
| Fidelity RSP Glo Disciplined Equity | Fidelity Global Disciplined Equ-A |
| Fidelity RSP Global Asset Alloc-A | Fidelity Global Asset Allocation-A |
| Fidelity RSP Global Asset Alloc-B | Fidelity Global Asset Allocation-B |
| Fidelity RSP Global Opportunities-A | Fidelity Global Opportunities-A |
| Fidelity RSP Global Opportunities-B | Fidelity Global Opportunities-B |
| Fidelity RSP Growth America-A | Fidelity Growth America-A |
| Fidelity RSP Growth America-B | Fidelity Growth America-B |
| Fidelity RSP Int'l Portfolio-A | Fidelity International Portfolio-A |
| Fidelity RSP Int'l Portfolio-B | Fidelity International Portfolio –B |
| Fidelity RSP Japan-A | Fidelity Japan-A |
| Fidelity RSP Japan-B | Fidelity Japan-B |
| Fidelity RSP NorthStar | Fidelity NorthStar-A |
| Fidelity RSP NorthStar B | Fidelity NorthStar-B |
| Fidelity RSP Overseas-A | Fidelity Overseas-A |
| Fidelity RSP Overseas-B | Fidelity Overseas-B |
| Fidelity RSP Small Cap America-A | Fidelity Small-Cap America-A |
| Fidelity RSP Small Cap America-B | Fidelity Small-Cap America-B |
View the Fund Report for Fidelity Investments Canada.
Effective June 24, 2005, Dynamic Mutual Funds has announced the following fund changes:
Name Changes
| Previous Name | New Name |
|---|---|
| Dynamic FocusPlus Canadian Class | Dynamic FocusPlus Equity Class |
| Dynamic Canadian High Yield Bond I | Dynamic Canadian High Yield Bond |
Fund Mergers
| Discontinued Fund | Merged Into |
|---|---|
| Dynamic Power American Growth I Ltd | Dynamic Power American Growth Class |
| Dynamic FocusPlus American Class | Dynamic FocusPlus Equity Class |
| Dynamic FocusPlus Global | Dynamic FocusPlus Balanced |
| Dynamic Protected Focus Plus Global | Dynamic FocusPlus Balanced |
| Commonwealth World Balanced Ltd. | Dynamic FocusPlus Balanced |
| Dynamic Canadian High Yield Bond II | Dynamic Canadian High Yield Bond |
View the Fund Report for Dynamic Mutual Funds.
Effective June 27, 2005, CI Mutual Funds has changed its legal name to CI Investments Inc.
View the Fund Report for CI Investments Inc.
Effective June 10, 2005, Mackenzie Financial has announced the following management changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Mackenzie Univ Wld Real Est Cap Cl | Henderson Gl Investors Ltd. - Mgmt. Team | Nancy Holland |
| Mackenzie Univ Sustainable Opp Cap | Henderson Gl Investors Ltd. - Mgmt. Team | Andrew Preston |
View the Fund Report for Mackenzie Financial.
Effective June 24, 2005, Geoff Castle will no longer be part of management team of the following funds:
View the Fund Report for AIC Limited.
Effective June 17, 2005, Investors Group has closed the following funds to new investments:
View the Fund Report for Investors Group.
Effective June 22, 2005, CIBC World Markets Inc. has launched the following funds:
View the Fund Report for CIBC World Markets Inc.
Effective June 20, 2005, Northwest Mutual Funds has launched the NWT Spec Global High Yield Bond.
View the Fund Report for Northwest Mutual Funds.
Effective June 20, 2005, CIBC Securities Inc. has launched the CIBC Diversified Income Fund.
View the Fund Report for CIBC Securities Inc.
Effective March 31, 2005, Horizons Funds has terminated the following fund:
View the Fund Report for Horizons Funds.
Effective June 1, 2005, Terry Carr becomes the lead manager for the following funds and Gary Stewart will be no longer be part of the management team.
View the Fund Report for Manulife Financial.
Effective June 14, 2005, Resolute Funds Limited has launched the following fund:
View the Fund Report for Resolute Funds Limited.
Effective June 3, 2005, Keystone Portfolios has launched the following funds:
View the Fund Report for Mackenzie Financial Corporation.
Effective June 10, 2005, ALTURA Management Inc. has announced the following changes:
| Previous Name | New Name |
|---|---|
| ALTURA Growth Fund (EVCC) Inc. | BC Medical Innovations (EVCC) Inc. |
View the Fund Report for ALTURA Management Inc.
Effective June 13, 2005, Scotia Mutual Funds has launched the following funds:
View the Fund Report for Scotia Mutual Funds.
Effective June 9, 2005, Sceptre Investment Counsel Ltd has announced the following portfolio manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Sceptre Global Equity | Suzann Pennington | Integrated Investment Mgmt. - Mgmt. Team |
| Sceptre Balanced Growth | Suzann Pennington | John Stittle & Glenn Inamoto |
View the Fund Report for Sceptre Investment Counsel Ltd.
Effective June 9, 2005, Putnam Investments Inc. has announced the following portfolio manager change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Putnam Canadian Balanced-A | Sceptre Invest. Counsel-Mgmt. Team | Integrated Investment Mgmt. - Mgmt. Team |
| Putnam Canadian Balanced-D | Sceptre Invest. Counsel-Mgmt. Team | Integrated Investment Mgmt. - Mgmt. Team |
View the Fund Report for Putnam Investments Inc.
Effective June 03, 2005, Arrow Hedge Partners Inc. has launched the following fund:
View the Fund Report for Arrow Hedge Partners Inc.
Effective June 03, 2005, Franklin Templeton Investments has announced that Garey Aitken will no longer be managing the following funds:
View the Fund Report for Franklin Templeton Investments.
There has been no management change at Sprott Asset Management Inc.
John Embry is the Chief Investment Strategist of the Sprott Gold and Precious Minerals Fund.Incorrect information was posted earlier today.
We apologize for any inconvenience this may have caused.
View the Fund Report for Sprott Asset Management Inc.
Effective May 5, 2005, Highstreet Asset Management Inc. has renamed Highstreet Canadian Bond Index Fund to Highstreet Canadian Bond Fund. The Fund will be managed by Grant McIntosh.
View the Fund Report for Highstreet Asset Management Inc.
Effective June 6, 2005, Acuity Funds Ltd. has terminated the following funds:
View the Fund Report for Acuity Funds Ltd.
Effective June 3, 2005, Counsel Wealth Management has renamed the following funds:
| Previous Name | New Fund Name |
|---|---|
| Counsel Focus | Counsel Select America |
| Counsel Focus (US$) | Counsel Select America (US$) |
| Counsel Select Value | Counsel Select International |
Effective June 3, 2005, Counsel Wealth Management has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| Counsel Focus Value | Counsel Select America |
| Counsel World Equity | Counsel Select International |
View the Fund Report for Counsel Wealth Management.
Effective June 3, 2005, First Trust Portfolios has launched the following fund:
View the Fund Report for First Trust Portfolios.
Effective June 06, 2005, Counsel Wealth Management has launched the following fund:
View the Fund Report for Counsel Wealth Management.
Effective June 06, 2005, Dimensional Fund Advisors Canada Inc. has launched the following funds:
View the Fund Report for Dimensional Fund Advisors Canada Inc.
Effective May 27, 2005, BMO Nesbitt Burns Inc. has launched the following fund:
Effective May 24, 2005, BMO Nesbitt Burns Inc. has launched the following fund:
View the Fund Report for BMO Nesbitt Burns Inc.
Effective June 01, 2005, CIBC World Markets Inc. has launched the following fund:
View the Fund Report for CIBC World Markets Inc.
Effective May 27, 2005, Cartier Mutual Funds Inc. has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| Cartier U.S. Equity | Cartier Global Equity |
| Cartier Global Leaders RSP | Cartier Global Equity |
View the Fund Report for Cartier Mutual Funds Inc.
Effective May 26, 2005, AIM Trimark Investments has announced that James Gassman is no longer managing the following fund(s):
View the Fund Report for AIM Trimark Investments.
Effective May 26, 2005, Mackenzie Financial has terminated the following fund:
View the Fund Report for Mackenzie Financial.
Effective May 25, 2005, AIM Trimark Investments has launched the following funds:
View the Fund Report for AIM Trimark Investments.
Effective May 24, 2005, Dynamic Mutual Funds has launched the following funds:
View the Fund Report for Dynamic Mutual Funds.
Effective May 24, 2005, Dynamic Mutual Funds has announced the following portfolio manager change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Dynamic Equity Hedge | Morton Cohen | Noah Blackstein |
View the Fund Report for Dynamic Mutual Funds.
Effective May 16, 2005, BMO Nesbitt Burns Inc. has launched the following fund:
View the Fund Report for BMO Nesbitt Burns Inc.
Effective May 25, 2005, AEGON Fund Management Inc. has announced the following name change:
| Previous Name | New Name |
|---|---|
| imaxx Global Sectors | imaxx Global Equity Growth |
View the Fund Report for AEGON Fund Management Inc.
Effective May 25, 2005, Fidelity Investments Canada Ltd. has launched the following funds:
View the Fund Report for Fidelity Investments Canada Ltd.
Effective May 24, 2005, RBC Asset Management Inc. has launched the following fund:
View the Fund Report for RBC Asset Management Inc.
Effective May 20, 2005, Mackenzie Financial has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| KEYSTONE Prem Euro Elite 100 Cap Cl | Mackenzie Ivy Euro Capital Class |
| KEYSTONE Premier Glo Elite 100 Cap | Mackenzie Ivy Foreign Equity Cap Cl |
View the Fund Report for Mackenzie Financial.
Effective May 20, 2005, Franklin Templeton Investments has announced the following management changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Mutual Discovery Fund | David J. Winters, CFA | Anne Gudefin |
| Mutual Discovery Fund (US$) | David J. Winters, CFA | Anne Gudefin |
| Mutual Discovery RSP | David J. Winters, CFA | Anne Gudefin |
| Mutual Discovery Tax Cl | David J. Winters, CFA | Anne Gudefin |
| Mutual Discovery Tax Cl (US$) | David J. Winters, CFA | Anne Gudefin |
| Mutual Beacon | David J. Winters, CFA | Michael Embler |
| Mutual Beacon (US$) | David J. Winters, CFA | Michael Embler |
| Mutual Beacon GIF | David J. Winters, CFA | Michael Embler |
| Mutual Beacon RSP | David J. Winters, CFA | Michael Embler |
| Mutual Beacon Tax Class | David J. Winters, CFA | Michael Embler |
| Mutual Beacon Tax Class (US$) | David J. Winters, CFA | Michael Embler |
View the Fund Report for Franklin Templeton Investments.
Effective February 7, 2005, @rgentum Funds has terminated the following fund:
View the Fund Report for @rgentum Mgmt and Research Corp.
Effective May 16, 2005, Fidelity Investments Canada Ltd. has announced the following changes:
| Previous Name | New Name |
|---|---|
| Fidelity Divers Income Growth-A | Fidelity Monthly Income-A |
| Fidelity Divers Income Growth-B | Fidelity Monthly Income-B |
| Fidelity Divers Income Growth-S | Fidelity Monthly Income-S |
| Fidelity Divers Income Growth-T | Fidelity Monthly Income-T |
View the Fund Report for Fidelity Investments Canada Ltd.
Effective May 12, 2005, AEGON Fund Management Inc. has announced the following portfolio manager changes:
Jeffery S. Van Harte is no longer the manager for imaxx US Equity Growth Fund
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Trans GS3 U.S. Equity 75/100 | Jeffery S. Van Harte | Gary U. Rolle |
| Trans GS3 U.S. Equity 75/75 | Jeffery S. Van Harte | Gary U. Rolle |
| Trans GS US Equity | Jeffery S. Van Harte | Gary U. Rolle |
View the Fund Report for AEGON Fund Management Inc.
Effective April 27, 2005, Friedberg Commodity Management Inc. has announced the following name change:
| Previous Name | New Name |
|---|---|
| Friedberg Skill-Based Managers | Niagara Comfort Class B |
View the Fund Report for Friedberg Commodity Management Inc.
Effective May 11, 2005, CIBC World Markets Inc. has launched the following fund:
View the Fund Report for CIBC World Markets Inc.
Effective April 22, 2005, Laketon Investment Management Ltd. has announced the following portfolio manager changes:
Jenifer Rush will no longer manage the following funds, Susan Spence will assume her position.
Effective May 9, 2005, Laketon Investment Management Ltd. has announced the following portfolio manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Canada Life Flex Int'l Bond (Lake) | Andrew G. Osterback, CFA, BA, BComm | Thomas Gomes, BComm |
| Canada Life Gens Int'l Bond (Lake) | Andrew G. Osterback, CFA, BA, BComm | Thomas Gomes, BComm |
Andrew G. Osterback will no longer manage for the following funds:
View the Fund Report for Laketon Investment Management Ltd.
Effective May 13, 2005, Ethical Funds Inc. has announced the following portfolio manager change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Ethical North American Equity | Cynthia Frick | Senior Research Group-Mgmt Team |
View the Fund Report for Ethical Funds Inc.
Effective May 9, 2005, Hartford Investments Canada Corp. has announced the following management changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Hartford U.S. Stock D | Rand Alexander | Steve T. Irons, CFA, BBA, MBA and Saul J. Pannell, CFA, MBA |
View the Fund Report for Hartford Investments Canada Corp.
Effective May 9, 2005, Open Sky Capital has announced the following name changes:
| Previous Name | New Name |
|---|---|
| Global Digit | Opensky Capital Global Digit |
| Global Digit II | Opensky Capital Global Digit II |
| Managed Protection Income Trust | Opensky Capital Mgd Prot IncTrust |
View the Fund Report for Open Sky Capital.
Effective April 28, 2005, Fidelity Investments Canada Ltd. has announced the following portfolio manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Fidelity Latin America-A | Claudio Brocado | Adam Kutas & Brent Bottamini |
| Fidelity Latin America-A (US$) | Claudio Brocado | Adam Kutas & Brent Bottamini |
| Fidelity Latin America-B | Claudio Brocado | Adam Kutas & Brent Bottamini |
| Fidelity Latin America-B (US$) | Claudio Brocado | Adam Kutas & Brent Bottamini |
View the Fund Report for Fidelity Investments Canada Ltd.
Effective May 3, 2005, Horizons Funds has suspended trading on the following fund:
View the Fund Report for Horizons Funds.
Effective May 2, 2005, CI Mutual Funds has announced the following name changes:
CI Funds is changing the Name of CI Sector Fund Ltd. to CI Corporate Class Ltd., as a result the following fund names have changed:
| Previous Name | New Name |
|---|---|
| BPI Amer Equity Sector (US$) | BPI Amer Equity Corporate Cls (US$) |
| BPI Amer Equity Sector Shares | BPI Amer Equity Corporate Class |
| BPI Global Equity Sector (US$) | BPI Global Equity Corp Class (US$) |
| BPI Global Equity Sector Shares | BPI Global Equity Corporate Class |
| BPI International Equity Sect (US$) | BPI International Equity Corp (US$) |
| BPI International Equity Sector | BPI International Equity Corp Class |
| CI American Managers Sector | CI American Managers Corp Class |
| CI American Manager Sector (US$) | CI American Managers Corp Cls (US$) |
| CI American Small Comp Sector (US$) | CI American Small Comp Corp (US$) |
| CI American Small Companies Sector | CI American Small Companies Corp Cl |
| CI American Value Sector (US$) | CI American Value Corp Class (US$) |
| CI American Value Sector | CI American Value Corporate Class |
| CI Canadian Bond Sector (US$) | CI Canadian Bond Corp Class (US$) |
| CI Canadian Bond Sector | CI Canadian Bond Corporate Class |
| CI Emerging Mkts Sector Sha (US$) | CI Emerging Mkts Corp Class (US$) |
| CI Emerging Mkts Sector Shares | CI Emerging Mkts Corporate Class |
| CI European Sector Shares | CI European Corporate Class |
| CI European Sector Share (US$) | CI European Corporate Class (US$) |
| CI European Sector Share F-1 | CI European Corporate Class F-1 |
| CI European Sector Shares F-1 (US$) | CI European Corporate Cls F-1 (US$) |
| CI Global Biotech Sector (US$) | CI Global Biotech Corp Class (US$) |
| CI Global Biotechnology Sector | CI Global Biotechnology Corp Class |
| CI Global Bond Sector | CI Global Bond Corporate Class |
| CI Global Bond Sector (US$) | CI Global Bond Corp Class (US$) |
| CI Global Bond Sector Share F-1 | CI Global Bond Corporate Class F-1 |
| CI Global Bond Sector Shs F-1 (US$) | CI Global Bond Corp Class F-1 (US$) |
| CI Global Boomernomics (US$) | CI Global Boomernomics Corp (US$) |
| CI Global Boomernomics Sector | CI Global Boomernomics Corp Class |
| CI Global Consumer Pdct Sec (US$) | CI Global Consumer Pdct Corp (US$) |
| CI Global Consumer Products Sect | CI Global Consumer Products Corp Cl |
| CI Global Energy (US$) | CI Global Energy Corp Class (US$) |
| CI Global Energy Sector | CI Global Energy Corporate Class |
| CI Global Financ’l Ser. Sec (US$) | CI Global Financ'l Ser. Corp (US$) |
| CI Global Financial Services Sect | CI Global Financial Services Corp |
| CI Global Health Sci. Secto (US$) | CI Global Health Sci. Corp Cl (US$) |
| CI Global Health Sciences Sector | CI Global Health Sciences Corp Cls |
| CI Global Manager Sector (US$) | CI Global Manager Corp Class (US$) |
| CI Global Manager Sector Shares | CI Global Manager Corporate Class |
| CI Global Sci & Tech Sector (US$) | CI Global Sci & Tech Corp Cls (US$) |
| CI Global Science & Technology Sec | CI Global Science & Tech Corp Class |
| CI Global Sector Shares | CI Global Corporate Class |
| CI Global Sector Shares (US$) | CI Global Corporate Class (US$) |
| CI Global Sector Shares F-1 | CI Global Corporate Class F-1 |
| CI Global Sector Shares F-1 (US$) | CI Global Corporate Class F-1 (US$) |
| CI Global Small Co Sector (US$) | CI Global Small Co Corp Cls (US$) |
| CI Global Small Companies Sector | CI Global Small Companies Corp Cls |
| CI Global Value Sect Shs F-1 (US$) | CI Global Value Corp Class F-1(US$) |
| CI Global Value Sector Share(US$) | CI Global Value Corp Class (US$) |
| CI Global Value Sector Shares | CI Global Value Corporate Class |
| CI Global Value Sector Shares F-1 | CI Global Value Corporate Class F-1 |
| CI Harbour Sector Shares | CI Harbour Corporate Class |
| CI Harbour Sector Shares (US$) | CI Harbour Corporate Class (US$) |
| CI Int’l Value Sector Share (US$) | CI Int'l Value Corp Class (US$) |
| CI Int’l Value Sector Shares | CI Int'l Value Corporate Class |
| CI International Bal Sector (US$) | CI International Bal Corp (US$) |
| CI International Balanced Sector | CI International Balanced Corp Cls |
| CI Japanese Sector Shares | CI Japanese Corporate Class |
| CI Japanese Sector Shares (US$) | CI Japanese Corporate Class (US$) |
| CI Pacific Sector Shares | CI Pacific Corporate Class |
| CI Pacific Sector Shares (US$) | CI Pacific Corporate Class (US$) |
| CI Short-Term Sector Shares | CI Short-Term Corporate Class |
| CI Short-Term Sector Shares (US$) | CI Short-Term Corporate Class (US$) |
| CI Short-Term U$ Sector Shares(US$) | CI Short-Term U$ Corp Class (US$) |
| CI Signature Dividend Sector | CI Signature Dividend Corp Class |
| CI Signature Dividend Sector (US$) | CI Signature Dividend Corp Cl (US$) |
| CI Signature High Inc Sector (US$) | CI Signature High Inc Corp Cl (US$) |
| CI Value Trust Sector | CI Value Trust Corporate Class |
| CI Value Trust Sector (US$) | CI Value Trust Corp Class (US$) |
| CI Value Trust Sector F-1 (US$) | CI Value Trust Corp Class F-1 (US$) |
| CI Value Trust Sector Shares CI – Z | CI Value Trust Corporate Cls Cl – Z |
| CI Value Trust Sector Shares F-1 | CI Value Trust Corporate Class F-1 |
| Synergy Amer Momentum Sector (US$) | Synergy Amer Momentum Corp Cl (US$) |
| Synergy American Sector | Synergy American Corporate Class |
View the Fund Report for CI Mutual Funds.
Effective April 28, 2005, Manulife Financial has announced the following name changes:
| Previous Name | New Name |
|---|---|
| MLI Aggress Asset Alloc GIF 1 | MLI Simplicity Aggress Port GIF 1 |
| MLI Aggress Asset Alloc GIF 2 | MLI Simplicity Aggress Port GIF 2 |
| MLI Aggress Asset Alloc GIFe 1 | MLI Simplicity Aggress Port GIFe 1 |
| MLI Aggress Asset Alloc GIFe 2 | MLI Simplicity Aggress Port GIFe 2 |
| MLI Balanced Asset Allocation GIF 1 | MLI Simplicity Balanced Port GIF 1 |
| MLI Balanced Asset Allocation GIF 2 | MLI Simplicity Balanced Port GIF 2 |
| MLI Balanced Asset Alloc GIFe 1 | MLI Simplicity Balanced Port GIFe 1 |
| MLI Balanced Asset Alloc GIFe 2 | MLI Simplicity Balanced Port GIFe 2 |
| MLI Conser. Asset Alloc GIF 1 | MLI Simplicity Conserv Port GIF 1 |
| MLI Conser. Asset Alloc GIF 2 | MLI Simplicity Conserv Port GIF 2 |
| MLI Conser. Asset Alloc GIFe 1 | MLI Simplicity Conserv Port GIFe 1 |
| MLI Conser. Asset Alloc GIFe 2 | MLI Simplicity Conserv Port GIFe 2 |
| MLI Growth Asset Allocation GIF 1 | MLI Simplicity Growth Port GIF 1 |
| MLI Growth Asset Allocation GIF 2 | MLI Simplicity Growth Port GIF 2 |
| MLI Growth Asset Alloc GIFe 1 | MLI Simplicity Growth Port GIFe 1 |
| MLI Growth Asset Alloc GIFe 2 | MLI Simplicity Growth Port GIFe 2 |
| MLI Moderate Asset Allocation GIF 1 | MLI Simplicity Moderate Port GIF 1 |
| MLI Moderate Asset Allocation GIF 2 | MLI Simplicity Moderate Port GIF 2 |
| MLI Moderate Asset Alloc GIFe 1 | MLI Simplicity Moderate Port GIFe 1 |
| MLI Moderate Asset Alloc GIFe 2 | MLI Simplicity Moderate Port GIFe 2 |
View the Fund Report for Manulife Financial.
Effective April 28, 2005, CIBC Securities Inc. has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| CIBC Canadian Fixed Income Index | CIBC Canadian Bond Index |
| CIBC U.S. Index | CIBC U.S. Equity Index |
| CIBC International Equity Index | CIBC Int'l Index RRSP |
| CIBC Canadian Equity Index | CIBC Canadian Index |
View the Fund Report for CIBC Securities Inc.
Effective April 27, 2005, Manulife Financial has launched 3 new funds:
Effective April 27, 2005, Manulife Financial has renamed the following funds:
| Previous Name | New Name |
|---|---|
| E&P Manulife Bal Asset Alloc Port | Manulife Simplicity Balanced Port |
| E&P Manulife Maximum Gro Asset Allo | Manulife Simplicity Growth Port |
View the Fund Report for Manulife Financial.
Effective April 18, 2005, AGF Funds Inc. has announced the following name changes:
| Previous Name | New Name |
|---|---|
| AGF Multimanager Class | AGF Global Perspective Class |
| AGF RSP Multimanager | AGF RSP Global Perspective |
| AGF Emerging Markets Value | AGF Emerging Markets |
View the Fund Report for AGF Funds Inc.
Effective April 21, 2005 AGF Funds Inc has announced the following manager change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| AGF Aggressive Global Stock | Emery Brewer | Lynette Schroeder |
| AGF Aggressive Global Stock (US$) | Emery Brewer | Lynette Schroeder |
View the Fund Report for AGF Funds Inc.
Effective April 22, 2005, Manulife Financial has closed the following funds to new investors:
View the Fund Report for Manulife Financial.
Effective February 28th, 2005, Franklin Templeton Investments Inc has closed the following funds to new investors:
View the Fund Report for Franklin Templeton Investments Inc.
Effective April 15, 2005, Middlefield Group Limited has terminated the following fund:
View the Fund Report for Middlefield Group Limited.
Effective April 20, 2005, CIBC World Markets Inc. has launched the following fund:
View the Fund Report for CIBC World Markets Inc.
Effective April 18, 2005, AIC Limited has launched the following funds:
View the Fund Report for AIC Limited.
Effective April 15, 2005, Cote 100 Inc. has renamed of the following funds:
| Previous Name | New Name |
|---|---|
| Cote VTA Income | Cote 100 Income |
| Cote VTA Canadian Equity | Cote 100 Canadian Equity |
| Cote VTA American Equity (US$) | Cote 100 American Equity (US$) |
View the Fund Report for Cote 100 Inc.
Effective April 1, 2005, Accumulus Investment Management Ltd. has announced the following management changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Accumulus North American Momentum | Felcom Mgmt Corp. - Mgmt. Team | Robert S. Davies, CFA |
View the Fund Report for Accumulus Investment Management Ltd.
Effective April 13, 2005, CIBC World Markets Inc. has launched the following fund:
View the Fund Report for CIBC World Markets Inc.
Effective April 12, 2005, Tricycle Asset Management Corp. has launched the following funds:
View the Fund Report for Tricycle Asset Management Corp.
Effective April 8, 2005, Accumulus Investment Management Ltd. has announced the following change:
| Previous Name | New Name |
|---|---|
| Accumulus N.A. Index Momentum RSP | Accumulus North American Momentum |
View the Fund Report for Accumulus Investment Management Ltd.
Effective February 28, 2005, Mavrix Fund Management Inc. has announced the following management changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Mavrix American Growth | Malvin C. Spooner | Ray Steele |
| Mavrix Diversified | Malvin C. Spooner | Jackee Pratt |
| Mavrix Strategic Small Cap | Malvin C. Spooner | Roger Dent |
Effective December 31, 2004, Mavrix Fund Management Inc has announced the following management changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Mavrix Sierra Equity | Malvin C. Spooner | Mark Riedl |
View the Fund Report for Mavrix Fund Management Inc.
Effective February 15, 2005, Canada Life Assurance Co. has terminated the following fund:
View the Fund Report for Canada Life Assurance Co.
Effective April 06, 2005, CIBC World Markets Inc. has launched the following fund:
View the Fund Report for CIBC World Markets Inc.
Effective April 01, 2005, CI Mutual Funds has launched the following funds:
View the Fund Report for CI Mutual Funds.
Effective March 31, 2005, AIC Limited has announced the following manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| AIC Value | Jonathan Wellum | Jonathan Wellum |
| AIC Value (US$) | John Miller | Anthony Hammill |
| AIC Value Seg (100%) | Kevin J. Vandermeer | |
| AIC Value Seg (75%) | Kevin J. Vandermeer | |
| AIC RSP Value | Kevin J. Vandermeer | |
| AIC Value Corporate Class | Jonathan Wellum | Jonathan Wellum |
| AIC Value Corporate Class (US$) | John Miller | Kevin J. Vandermeer and Anthony Hammill |
| AIC American Balanced | Randy LeClair | Jonathan Wellum |
| AIC American Balanced (US$) | John Miller | Randy LeClair |
| AIC American Balanced Seg (100%) | Kevin J. Vandermeer | |
| AIC American Balanced Seg (75%) | Anthony Hammill | |
| AIC RSP American Balanced | Anthony Hammill | |
| AIC American Balanced Corp Class | Randy LeClair | Jonathan Wellum |
| AIC American Balanced Corp Cl (US$) | John Miller | Randy LeClair, Kevin J. Vandermeer and Anthony Hammill |
View the Fund Report for AIC Limited.
Effective April 01, 2005 Altamira Investment Services Inc. has announced the following manager change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Altamira Global Discovery | Pascal Duquette | Gerald Smith |
View the Fund Report for Altamira Investment Services Inc.
Effective April 4, 2005, Sun Life of Canada has announced the following changes:
| Previous Name | New Name |
|---|---|
| Sun Wise AGF Cdn Balanced 75/75 | Sun Wise Mack Cund Cdn Bal 75/75 |
| Sun Wise AGF Cdn Balanced 75/100 | Sun Wise Mack Cund Cdn Bal 75/100 |
| Sun Wise AGF Cdn Balanced 100/100 | Sun Wise Mack Cund Cdn Bal 100/100 |
| Sun Wise AGF Cdn Balanced (100%) | Sun Wise Mack Cund Cdn Bal (100%) |
| Sun Wise AGF Cdn Balanced (75%) | Sun Wise Mack Cund Cdn Bal (75%) |
| Sun Wise AGF Canadian Stock 100/100 | Sun Wise Mack Cund Cdn Secu 100/100 |
| Sun Wise AGF Canadian Stock 75/100 | Sun Wise Mack Cund Cdn Secu 75/100 |
| Sun Wise AGF Canadian Stock 75/75 | Sun Wise Mack Cund Cdn Secu 75/75 |
| Sun Wise AGF Canadian Stock (100%) | Sun Wise Mack Cun Cdn Secur (100%) |
| Sun Wise AGF Canadian Stock (75%) | Sun Wise Mack Cun Cdn Secur (75%) |
| Sun Wise Int'l Equity Index 100/100 | Sun Wise CI Intl Value 100/100 |
| Sun Wise Int'l Equity Index 75/100 | Sun Wise CI Intl Value 75/100 |
| Sun Wise Int'l Equity Index 75/75 | Sun Wise CI Intl Value 75/75 |
Effective March 31, 2005, National Bank Mutual Funds has terminated the following funds:
View the Fund Report for National Bank Mutual Funds.
Effective April 01, 2005, Dynamic Mutual Funds has launched the following fund:
View the Fund Report for Dynamic Mutual Funds.
Effective March 31, 2005, Elliott & Page Ltd. has terminated the following funds:
View the Fund Report for Elliott & Page Ltd.
Effective March 28, 2005, AIC Limited has announced the following management changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| AIC American Focused | Larry Sarbit | James Cole |
| AIC American Focused (US$) | Larry Sarbit | James Cole |
| AIC RSP American Focused | Larry Sarbit | James Cole |
| AIC American Focused Corp Class | Larry Sarbit | James Cole |
| AIC American Focused Plus | Larry Sarbit | James Cole |
| AIC American Focused Seg (100%) | Larry Sarbit | James Cole |
| AIC American Focused Seg (75%) | Larry Sarbit | James Cole |
View the Fund Report for AIC Limited.
Effective March 28, 2005, AIC Limited has terminated the following funds:
View the Fund Report for AIC Limited.
Effective September 30, 2004, GGOF Guardian Group of Funds has announced the following management changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| GGOF Enterprise Classic | Michael Weir, CFA, BA | Martin D. Ferguson, CFA, B.Comm. |
| GGOF Enterprise Mutual | Michael Weir, CFA, BA | Martin D. Ferguson, CFA, B.Comm. |
View the Fund Report for GGOF Guardian Group of Funds.
Effective March 01, 2005, BMO Nesbitt Burns Inc has launched the following fund:
Effective March 07, 2005, BMO Nesbitt Burns Inc has launched the following fund:
Effective March 21, 2005, BMO Nesbitt Burns Inc has launched the following fund:
View the Fund Report for BMO Nesbit Burns Inc.
Effective March 21, 2005 Opus 2 Financial Inc. has announced the following management change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Emissary Canadian Equity | Opus 2 Financial Inc. | Bissett Investment Management |
View the Fund Report for Opus 2 Financial Inc.
Effective March 17, 2005, Talvest Fund Management has launched the following funds:
View the Fund Report for Talvest Fund Management.
Effective March 17, 2005, CM Investment Management Inc. has launched the following funds:
View the Fund Report for CM Investment Management Inc.
Effective March 17, 2005, Lawrence Asset Management has launched the following funds:
Effective March 18, 2005, BMO Nesbitt Burns Inc has launched the following funds:
View the Fund Report for BMO Nesbit Burns Inc.
Effective March 18, 2005, Open Sky Capital has launched the following Closed End funds:
View the Fund Report for Open Sky Capital.
Effective March 09, 2005, Qtrade Fund Management Inc. has launched the following funds:
View the Fund Report for Qtrade Fund Management Inc.
Effective March 17 Brompton Capital Advisors Inc. has launched the following fund:
Effective March 11, 2005, Mentor Capital Inc. has launched the following funds:
View the Fund Report for Mentor Capital Inc.
Effective March 11, 2005, BMO Nesbit Burns Inc. has launched the following funds:
View the Fund Report for BMO Nesbit Burns Inc.
Effective March 15, 2005, Dynamic Mutual Funds has announced the following name changes:
| Previous Name | New Name |
|---|---|
| Radiant Maximum Growth Portfolio | Radiant High Growth Portfolio |
| Radiant Maximum Grwth RSP Portfolio | Radiant High Growth RSP Portfolio |
View the Fund Report for Dynamic Mutual Funds.
Effective March 4, 2005 Cdn. Dental Ser Plans Inc(CDSPI) has announced the following management changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| CDA Balanced (PH&N) | KBSH Capital Management | Phillips, Hager & North Inv Mgmt |
| CDA Balanced NR (PH&N) | KBSH Capital Management | Phillips, Hager & North Inv Mgmt |
View the Fund Report for Cdn. Dental Ser Plans Inc(CDSPI).
Effective January 22, 2005, Northwest Mutual Funds has announced the following changes:
| Previous Name | New Name |
|---|---|
| CDA Balanced (KBSH) | CDA Balanced (PH&N) |
| CDA Balanced NR (KBSH) | CDA Balanced NR (PH&N) |
View the Fund Report for Northwest Mutual Funds.
Effective March 11, 2005, Triax-Covington Corporation has been renamed to Covington Group of Funds.
View the Fund Report for Triax-Covington Corporation.
Effective March 07, 2005, Arrow Hedge Partners Inc. has launched the following fund:
View the Fund Report for Arrow Hedge Partners Inc.
Effective March 09, 2005, CIBC World Markets Inc. has launched the following fund:
View the Fund Report for CIBC World Markets Inc.
Effective February 16, 2005, GrowthWorks Managed Funds has launched the following fund:
View the Fund Report for GrowthWorks Managed Funds.
Effective March 7, 2005, Franklin Templeton Investments has launched the following funds:
View the Fund Report for Franklin Templeton Investments.
Effective March 02, 2005, Franklin Templeton Investments has closed the following fund to new investments:
View the Fund Report for Franklin Templeton Investments.
Effective February 28, 2005, Van Arbor Asset Management Ltd. has launched the following funds:
View the Fund Report for Van Arbor Asset Management Ltd.
Effective February 21, 2005, Mackenzie Financial Corporation has launched the following fund:
View the Fund Report for Mackenzie Financial Corporation.
Effective February 15, 2005, Mulvihill Capital Management has terminated the following fund:
View the Fund Report for Mulvihill Capital Management.
Effective January 12, 2005, Evolution Funds Inc. has announced the following name changes:
| Previous Name | New Name |
|---|---|
| Evolution Asset Mgmt-Cdn Conserv | Evolution Perfolio Divers Revenue |
| Evolution Asset Mgmt-Cdn Balanced | Evolution Perfolio Balanced |
| Evolution Asset Mgmt-Cdn Growth | Evolution Perfolio Growth |
| Evolution Asset Mgmt-Global Growth | Evolution Perfolio Global |
View the Fund Report for Evolution Funds Inc.
Effective February 02, 2005 Mackenzie Financial Corporation has announced the following management changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Mackenzie Sel Mgr Far East Cap | Daniel Chan, Richard Muckhart, Heather Manners, Raymond Chan and Angus Coupland | Daniel Chan, Richard Muckhart, Heather Manners, Raymond Chan and Victor Lee |
View the Fund Report for Mackenzie Financial Corporation.
Effective February 14, 2005, ClaringtonFunds Inc. has launched the following funds:
View the Fund Report for ClaringtonFunds Inc.
Effective January 26, 2005, AGF Funds Inc. has launched the following funds:
View the Fund Report for AGF Funds Inc.
Effective January 31, 2005, CI Mutual Funds Inc has announced the following management changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| BPI American Equity | John Bichelmeyer | Robert Beckwitt |
| BPI Amer Equity Sector (US$) | John Bichelmeyer | Robert Beckwitt |
| BPI Amer Equity Sector Shares | John Bichelmeyer | Robert Beckwitt |
| BPI American Equity (US$) | John Bichelmeyer | Robert Beckwitt |
| BPI American Equity Account (IA) | John Bichelmeyer | Robert Beckwitt |
| BPI American Equity Account (VC) | John Bichelmeyer | Robert Beckwitt |
| BPI American Equity GIF-A | John Bichelmeyer | Robert Beckwitt |
| BPI American Equity GIF-B | John Bichelmeyer | Robert Beckwitt |
| BPI American Equity RSP | John Bichelmeyer | Robert Beckwitt |
| BPI American Equity RSP GIF-A | John Bichelmeyer | Robert Beckwitt |
| BPI American Equity RSP GIF-B | John Bichelmeyer | Robert Beckwitt |
| BPI American Equity Seg I | John Bichelmeyer | Robert Beckwitt |
| BPI American Equity Seg II | John Bichelmeyer | Robert Beckwitt |
Robert Beckwitt is the lead manager for the following funds along with others managers:
View the Fund Report for CI Mutual Funds Inc.
Effective January 4, 2005, Maritime Life Assurance Co. has terminated the following funds:
View the Fund Report for Maritime Life Assurance Co.
Effective February 7, 2005, Manulife Financial has terminated the following funds:
View the Fund Report for Manulife Financial.
Effective February 9, 2005, Middlefield Group Limited has launched the following closed end fund:
View the Fund Report for Middlefield Group Limited.
Effective February 01, 2005, Investors Group has announced the following management changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| IG AGF Asian Growth-A | David Chan | Eng Hock Ong |
| IG AGF Asian Growth Class-B | David Chan | Eng Hock Ong |
| IG AGF Asian Growth Class-A | David Chan | Eng Hock Ong |
| Fund Name | Additional manager managing the fund |
|---|---|
| Investors U.S. Large Cap Growth-A | Keith A. McLean & Daniel D. McClure |
| Investors Global Health Care Cls-A | Dr. Richard Wong |
| Investors Glo Natural Resource Cl-A | Christopher Holden |
| Investors Glo Financial Services-A | Tim Johal |
| Investors Income Trust Fund-A | Jeff Hall |
| Investors Mortgage | Nestor Theodorou |
| Investors Real Return Bond Fund-R | Nestor Theodorou |
| Investors Short Term Cap Yield Cl-A | Scott Waugh |
| Investors Short Term Cap Yield Cl-B | Scott Waugh |
| Investors Cap Yield Class-A | Scott Waugh |
| Investors Cap Yield Class-B | Scott Waugh |
View the Fund Report for Investors Group.
Effective February 09, 2005, Desjardins Financial Security has announced the following name changes:
| Previous Name | New Name |
|---|---|
| Millennia III Maestral Quebec Gro 3 | Millennia III Northwest Quebec Gr 3 |
| Millennia III Maestral Quebec Gro 4 | Millennia III Northwest Quebec Gr 4 |
| Millennia Maestral Dynamic Port Sr 3 | Millennia III Northwest Port Sr 3 |
| Millennia Maestral Dynamic Port Sr 4 | Millennia III Northwest Port Sr 4 |
View the Fund Report for Desjardins Financial Security.
Effective January 28, 2005, Maritime Life Assurance Co. has launched the following funds:
View the Fund Report for Maritime Life Assurance Co.
Effective January 21, 2005, Mawer Investment Management Ltd. has closed the Mawer New Canada fund to new investors.
View the Fund Report for Mawer Investment Management Ltd.
Effective December 31, 2004, Van Arbor Asset Management Ltd. has announced the following management changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Van Arbor Canadian Advantage | Larry O'Brien and David Weih | Dejan Kukic |
| Van Arbor US Advantage (US$) | Larry O'Brien and David Weih | Dejan Kukic |
View the Fund Report for Van Arbor Asset Management Ltd.
Effective February 1, 2005, Middlefield Group Limited has terminated the following fund:
View the Fund Report for Middlefield Group Limited.
Effective January 31, 2005, Ethical Funds Inc has announced the following portfolio manager change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Ethical Income | Jim Lorimer | Ian McKinnon |
View the Fund Report for Ethical Funds Inc.
Effective February 01, 2005, Dynamic Mutual Funds has announced the following name changes:
| Previous Name | New Name |
|---|---|
| Dynamic Power Bond | Dynamic Corporate Bond |
| Dynamic International Value Class | Dynamic Global Value Class |
View the Fund Report for Dynamic Mutual Funds.
Effective February 01, 2005 Altamira Investment Services Inc. has launched the following fund:
View the Fund Report for Altamira Investment Services Inc.
Effective January 22, 2005, Northwest Mutual Funds has announced the following changes:
The Northwest Specialty High Yield Bond is closed to new investors effective January 22, 2005.
View the Fund Report for Northwest Mutual Funds.
Effective January 28, 2005, Maritime Life Assurance Co. has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| Maritime Life AGF AllStyleGloEq-A&C | Maritime Life MIX SEA Tot Gl100-A&C |
| Maritime Life AGF AllStyleGloEq-B | Maritime Life MIX SEA Total Gl100-B |
| Maritime Life AGF Amer Gwth Cls-A&C | Maritime Life MIX US Lrg Cap Gw-A&C |
| Maritime Life AGF Amer Gwth Cls-B | Maritime Life MIX US Lrg Cap Gw-B |
| Maritime Life AGF Int'l Stock-A&C | Maritime Life Intl Eq(Temp) 100-A&C |
| Maritime Life AGF Int'l Stock-B | Maritime Life Intl Eq(Temp) 100 -B |
| Maritime Life AGF RSP Amer Gwth-A&C | Maritime Life MIX US Lrg Cap Gw-A&C |
| Maritime Life AGF RSP Amer Gwth-B | Maritime Life MIX US Lrg Cap Gw-B |
| Maritime Life AIM RSP Int Gwth-A&C | Maritime Life Intl Eq(Temp) 100-A&C |
| Maritime Life AIM RSP Int Gwth-B | Maritime Life Intl Eq(Temp) 100 -B |
| Maritime Life All American Port-A&C | Maritime Life MIX US Lrg Cap Gw-A&C |
| Maritime Life All American Port-B | Maritime Life MIX US Lrg Cap Gw-B |
| Maritime Life EurAsia Index-A&C | Maritime Life Intl Eq(Temp) 100-A&C |
| Maritime Life EurAsia Index-B | Maritime Life Intl Eq(Temp) 100 -B |
| Maritime Life Far East Equity II-R | Maritime Life Intl Equity(Temp)-RII |
| Maritime Life Far East Equity-R | Maritime Life Intl Equity(Temp)-R |
| Maritime Life Glo Emerg Mkts-R | Maritime Life MIX SEA Total Gl-R |
| Maritime Life Glob Emerg Mkts II-R | Maritime Life MIX SEA Total Gl-R II |
| Maritime Life Global Equities-A&C | Maritime Life MIX SEA Tot Gl100-A&C |
| Maritime Life Global Equities-B | Maritime Life MIX SEA Total Gl100-B |
| Maritime Life Money Market-A | Maritime Life E&P Money-A&C |
| Maritime Life Money Market-B | Maritime Life E&P Money-B |
| Maritime Life Money Market-C | Maritime Life E&P Money-A&C |
| Maritime Life Pacific Basin-A&C | Maritime Life Intl Eq(Temp) 100-A&C |
| Maritime Life Pacific Basin-B | Maritime Life Intl Eq(Temp) 100 -B |
| Maritime Life Short Term II-R | Maritime Life E&P Money-R II |
| Maritime Life Short Term-R | Maritime Life E&P Money-R |
View the Fund Report for Maritime Life Assurance Co.
Effective January 21, 2005, AIM Trimark Investments has announced the following portfolio manager change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| AIM Canadian First Class | Roger Mortimer | Glen Hilton |
View the Fund Report for AIM Trimark Investments.
Effective January 21, 2005, Portus Asset Management Inc has launched the following funds:
Effective January 14, 2005, Portus Asset Management Inc has launched the following funds:
View the Fund Report for Portus Asset Management Inc.
Effective January 27, 2005, AGF Funds Inc. has announced the following name changes:
| Previous Name | New Name |
|---|---|
| AGF Canadian Total Return Bond | AGF Canadian High Yield Bond |
| AGF Global Total Return Bond | AGF Global High Yield Bond |
View the Fund Report for AGF Funds Inc.
Effective January 17, 2005, Open Sky Capital has launched the following fund:
Effective January 13, 2005, Open Sky Capital has launched the following fund:
Effective January 10, 2005, Open Sky Capital has launched the following fund:
View the Fund Report for Open Sky Capital.
Effective January 19, 2005, Northwest Mutual Funds Inc. has announced the following name change:
| Previous Name | New Name |
|---|---|
| Northwest Québec Growth | Northwest Specialty Growth |
View the Fund Report for Northwest Mutual Funds Inc.
Effective April 30, 2004, Nigel Stephens Counsel Funds has announced the following portfolio manager changes:
Scott Baker is no longer managing the following funds:
View the Fund Report for Nigel Stephens Counsel Funds.
Effective January 21, 2005, CI Funds has announced the following changes:
Portfolio Manager Changes:
| Fund Name | Previous Manager | New Manager | New Lead Portfolio Managers |
|---|---|---|---|
| BPI American Equity *† | BPI Global Asset Management LLP | Trilogy Advisors, LLC | John Bichelmeyer |
| BPI Global Equity *† | BPI Global Asset Management LLP | Trilogy Advisors, LLC | W. Sterling, R. Beckwitt, G. Gigliotti |
| BPI International Equity *† | BPI Global Asset Management LLP | Trilogy Advisors, LLC | W. Sterling, R. Beckwitt, G. Gigliotti |
| BPI Global Opportunities | BPI Global Asset Management LLP | Trident Investment Management, LLC | Nandu Narayanan |
| BPI Global Opportunities II | BPI Global Asset Management LLP | Trident Investment Management, LLC | Nandu Narayanan |
| BPI Global Opportunities III * | BPI Global Asset Management LLP | Trident Investment Management, LLC | Nandu Narayanan |
| BPI American Opportunities * | BPI Global Asset Management LLP | Trident Investment Management, LLC | Nandu Narayanan |
| CI Emerging Markets *† | Trident Investment Management, LLCP | Trilogy Advisors, LLC | Pablo Salas |
| CI Pacific *† | Trident Investment Management, LLC | Epoch Investment Partners, Inc | William Priest, Daniel Geber |
| CI Asian Dynasty | Trident Investment Management, LLC | Epoch Investment Partners, Inc | William Priest, Daniel Geber |
| CI Japanese Sector Shares * | Trident Investment Management, LLC | Epoch Investment Partners, Inc | William Priest, Daniel Geber |
| CI Global Manager Sector Shares | BPI Global Asset Management LLP | Trilogy Advisors, LLC | W. Sterling, R. Beckwitt, G. Gigliotti |
| CI American Managers Sector | BPI Global Asset Management LLP | Trilogy Advisors, LLC | John Bichelmeyer |
* Changes indirectly affect the fund’s RSP version
† Changes also apply to the CI Sector Fund version
Name Changes
| Previous Name | New Name |
|---|---|
| BPI Global Opportunities | CI Global Opportunities |
| BPI Global Opportunities II | CI Global Opportunities II |
| BPI Global Opportunities III | CI Global Opportunities III |
| BPI American Opportunities | CI American Opportunities |
| BPI American Opportunities RSP | CI American Opportunities RSP |
| BPI Global Opportunities III RSP | CI Global Opportunities III RSP |
View the Fund Report for CI Funds.
Effective December 1, 2004, Assumption Life has announced the following name change:
| Previous Name | New Name |
|---|---|
| Assumption/CI Synergy American Momentum RSP | Assumption/CI Synergy American RSP |
| Assumption/CI Synergy American Momentum RSP-B | Assumption/CI Synergy American RSP-B |
| Assumption/CI Synergy American Momentum RSP-C | Assumption/CI Synergy Ameri RSP-C |
View the Fund Report for Assumption Life.
Effective January 14, 2005, AGF Funds Inc. has announced the following management change:
Tony Genua will manage the following funds along with the other managersView the Fund Report for AGF Funds Inc.
Effective January 21, 2005, Manulife Financial has terminated the following funds:
View the Fund Report for Manulife Financial.
Effective January 21, 2005, Mulvihill Capital Management has terminated the following fund:
View the Fund Report for Mulvihill Capital Management.
Effective January 21, 2005, Manulife Financial has launched the following funds:
View the Fund Report for Manulife Financial.
Effective January 14, 2005, Evolution Funds Inc. has terminated the following funds:
View the Fund Report for Evolution Funds Inc.
Effective January 17, 2004, AGF Funds Inc. has announced the following changes:
Tony Genua as Lead Manager for the following funds:
and Co-manager for the following funds:
View the Fund Report for AGF Funds Inc.
Effective December 30, 2004, ONE Financial has launched the following fund:
View the Fund Report for ONE Financial.
Effective January 17, 2005, GrowthWorks Managed Funds has launched the following fund:
View the Fund Report for GrowthWorks Managed Funds.
Effective January 10, 2005, Front Street Capital Inc. has launched the following fund:
View the Fund Report for Front Street Capital Inc.
Effective January 18,2005, Saxon Funds has launched the following funds:
View the Fund Report for Saxon Funds.
Effective January 17,2005, RBC Asset Management Inc. has launched the following fund:
View the Fund Report for RBC Asset Management Inc.
Effective January 10, 2005, Fidelity Investments Canada Ltd. has launched the following funds:
View the Fund Report for Fidelity Investments Canada Ltd.
Effective September 1, 2004, Pro-Hedge Funds Inc. has launched the following funds:
View the Fund Report for Pro-Hedge Funds Inc.
Effective January 7, 2005, Mulvihill Capital Management has terminated the following fund:
View the Fund Report for Mulvihill Capital Management.
Effective January 10, 2005, Equitable Life Insurance Co. of Canada has launched the following funds:
View the Fund Report for Equitable Life Insurance Co. of Canada.
Effective January 10, 2005, Standard Life Assurance Company of Canada has launched the following funds:
View the Fund Report for Standard Life Assurance Company of Canada.
Effective January 06, 2005, Guardian Mutual Funds has launched the following fund:
View the Fund Report for Guardian Mutual Funds.
Effective December 15, 2004, Pro-Hedge Funds Inc. has launched the following fund:
View the Fund Report for Pro-Hedge Funds Inc.
Effective December 31, 2004, All-Canadian Management Inc. has terminated the following fund:
View the Fund Report for All-Canadian Management Inc.
Effective January 4, 2005 Sprott Canadian Equity is open to new investments.
View the Fund Report for Sprott Asset Management Inc.
Effective December 30, 2004, Dynamic Mutual Funds Ltd. has announced the following fund name change:
| Previous Name | New Name |
|---|---|
| Canada Dominion Resource Fund Ltd. | DMP Resource Class |
View the Fund Report for Dynamic Mutual Funds Ltd.
Effective December 30, 2004, Dynamic Mutual Funds Ltd. has announced the following fund merger:
| Terminated Fund | Merged Into |
|---|---|
| CMP Fund Corporation | Canada Dominion Resource Fund Ltd. |
View the Fund Report for Dynamic Mutual Funds Ltd..
Effective December 31, 2004, All-Canadian Management Inc. has terminated the following fund:
View the Fund Report for All-Canadian Management Inc.
Open Sky Capital has launched the following funds:
On December 9, 2004:View the Fund Report for Open Sky Capital.
Effective December 15, 2004, Aim Trimark Investments has announced the following name change:
| Previous Name | New Name |
|---|---|
| AIM Canada Income Class | Trimark Diversified Income Class |
View the Fund Report for AIM Trimark Investments.