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Globe Portfolio

Noteworthy: January - March, 2000


Friday March 17, 2000: Ethical fund name changes

Effective March 17, 2000, Ethical Funds Inc. has announced the following name changes.

New NamePrevious Name
CDA Ethical Balanced (Ethical)CDA Ethical Bal. Pooled (Ethical)
CDA TSE60 Index (Sun Life)CDA TSE 35 Index (Sun Life)


Friday March 17, 2000

  • New Opus funds
  • FIRM Canadian Growth fund name change

New Opus funds

The following eight Opus funds offered by Opus 2 Direct will be available on GLOBEfund.com

View the Fund Report for Opus 2 Direct.


FIRM Canadian Growth fund name change

Effective March 16, 2000, Global Strategy Financial Inc. has acquired the FIRM Canadian Growth fund.

FIRM Canadian Growth Fund has renamed to Global Strategy Canadian Growth and Income Fund. This fund will be listed under Global Strategy Financial Inc. instead of Mulvihill Capital Management on globefund.com.


Wednesday March 15, 2000: Primus company and fund name changes

Primus Capital Advisors Company has changed its corporate name to SEI Investments Canada Company (SEI Investments). The name change is a result of a corporate re-organization. Funds that previously appeared on globefund.com under the fund company name Primus Capital Advisors Company will now appear under the fund company name SEI Investments Canada Company.

The ten Primus funds have also been renamed. The fund names now begin with SEI instead of Primus.


Monday March 13, 2000

  • BPI fund name changes

BPI fund name changes

Effective March 06, 2000, C.I. Mutual Funds has announced the following name changes

New NamePrevious Name
C.I. Signature Amer Small Co (US$)BPI American Small Companies (US$)
C.I. Signature American Small Co.BPI American Small Companies
C.I. Signature Global Small CoBPI Global Small Companies
C.I. Signature Global Small Co(US$)BPI Global Small Companies (US$)


Tuesday March 7, 2000

  • Georgian Capital funds on globefund.com
  • New Tera funds
  • Integra fund name changes
  • Global Strategy fund name changes
  • Portfolio manager change for O'Donnell American Sector Growth fund
  • Bissett Microcap fund capped

Georgian Capital funds on globefund.com

The following eight Georgian Capital funds offered by Georgian Capital Partners Inc. will be available on globefund.com.

View the Fund Report for Georgian Capital Partners Inc.


New Tera Funds

The following two Tera funds offered by Tera Capital will be available on globefund.com: Tera Capital Global Technology and Tera Capital Venture. View the Fund Report for Tera Capital.


Integra name changes

Effective March 06, 2000, Integra Capital Management Corp. has announced the following name changes

New NamePrevious Name
Integra Global Life Cycle Gwt AllocIntegra Global Life Cycle Enhanced
Integra Global Life Cycle Strat AllIntegra Global Life Cycle Moderate
Integra Global Life Cycle Cons AllIntegra Global LIfe Cycle Reducted

Global Strategy name changes

Effective March 06, 2000, Global Strategy Financial Inc. has announced the following name changes.

New NamePrevious Name
Global Strat Roth Divf Euro RSPGlobal Strat Rothschild Divf Euro
Global Strat Roths Div Jap Plus RSPGlobal Strat Roths Divf Jap Plus
Global Strat Roths Div Wld Bond RSPGlobal Strat Roths Divf Wrld
Global Strat Roths Divf Wrld Eq RSPGlobal Strat Roths Divf Wrld Equ

Portfolio manager change for O'Donnell American Sector Growth fund

Effective March 1, 2000, Steven Wippersteg has replaced Elaine Garzarelli as the portfolio manager for the O'Donnell American Sector Growth Fund.


Bissett Microcap fund capped

Effective February 11, 2000, Bissett Microcap Fund has been capped for new purchases.


Friday March 3, 2000

  • New Triax funds
  • C.I. portfolio manager changes
  • New C.I. funds
  • Marathon fund capped
  • New Counsel funds
  • New Janus Funds

New Triax funds

Effective March 01, 2000, Triax Capital Management has launched 2 new funds: New Millennium Internet Balanced and New Millennium Internet Venture. View the Fund Report for Triax Capital Management.


C.I. portfolio manager changes

Effective March 1, 2000, C.I. Mutual Funds has the following portfolio manager changes.

The Harbour Explorer, Harbour Explorer Sector, Harbour Mid-Cap, Harbour Mid-Cap Sector, BPI Canadian Mid-Cap, BPI Canadian Mid-Cap Seg, and BPI Canadian Mid-Cap Seg II funds, previously managed by Stephen Jenkins, will now be managed by Steven Misener.

The C.I. Global Engery Sector and C.I. Global Resource Sector funds, previously managed by James Abate, will now be managed by Robert Lyon.


New C.I. funds

Effective February 28, 2000, C.I. Mutual Funds has launched 23 new funds.

View the Fund Report for C.I. Mutual Funds.

Marathon fund capped

Effective February 23, 2000, Marathon Mutual Fund has announced that it has capped Marathon Plus Aggressive Growth Fund at $100 million and will not be accepting any new orders for units of the Fund.


New Counsel funds

Effective February 16, 2000, Counsel Wealth Management has launched 3 new funds: Counsel Focus, Counsel Money Market and Counsel World Equity Portfolio. View the Fund Report for Counsel Wealth Management.


New Janus funds

Effective February 21, 2000, Scudder Maxxum Co. has launched 2 new RSP funds: Janus RSP American Equity and Janus RSP Global Equity. View the Fund Report for Scudder Maxxum Co.


Friday February 25, 2000

  • New Astra funds
  • New Ontario Teachers Group fund

New Astra funds

4 new Astra Index funds will be available on globefund.com.

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


New Ontario Teachers Group fund

Effective February 8, 2000, Ontario Teachers Group Inc. has launched 1 new fund - Ontario Teachers Group Dividend. View the Fund Report for Ontario Teachers Group.


Tuesday February 22, 2000

  • New Clarington fund
  • New First Ontario fund

New Clarington fund

Effective February 22, 2000, ClaringtonFunds Inc. has launched 1 new fund - Clarington RSP Select Global Bal. View the Fund Report for ClaringtonFunds Inc.


New First Ontario fund

Effective January 20, 2000, First Ontario LSIF Ltd. has launched 1 new fund - First Ontario LSIF Ltd. (Growth). View the Fund Report for First Ontario LSIF Ltd.


Friday February 18, 2000

  • New Equitable Life funds
  • New London Life funds
  • New Talvest fund

New Equitable Life funds

3 new Equitable Life Funds are available on globefund.com: Equitable Life Asian-Pacific, Equitable Life European Equity and Equitable Life US Equity. View the Fund Report for Equitable Life.


New London Life funds

5 new London Life Profile Funds are available on globefund.com:

View the Fund Report for London Life.


New Talvest fund

Effective February 17, 2000, Talvest Fund Management Inc. has launched 1 new fund - Talvest Global Multi Manager. View the Fund Report for Talvest.


Thursday February 17, 2000

  • New Mulvihill fund
  • MAXXUM fund name changes
  • Alpha funds terminated
  • New Guardian funds

New Mulvihill fund

Effective February 08, 2000, Mulvihill Capital Management has launched 1 new fund - Mulvihill Premium Global Income. View the Fund Report for Mulvihill Capital Management.


MAXXUM fund name changes

Effective February 14, 2000, two MAXXUM funds have renamed as follow:

New NamePrevious Name
Janus American Equity FundMAXXUM American Equity Fund
Janus Global Equity FundMAXXUM Global Equity Fund

View the Fund Report for Scudder Maxxum Co.


Alpha funds terminated

Effective January 31, 2000, Alpha Strategic Partners Ltd. has terminated seven funds. These funds will no longer be listed on globefund.com.


New Guardian funds

Effective February 17, 2000, Guardian Mutual Funds has launched 2 new funds - Guardian Canadian Equity Value and Guardian RSP Global Technology. View the Fund Report for Guardian Mutual Funds.


Wednesday February 9, 2000

  • New Feature: Isolate index funds with the Fund Filter
  • New Fonds des Professionnels fund
  • New @rgentum fund
  • Investors Group portfolio manager changes
  • Guardian portfolio manager change

New Feature: Isolate index funds with the Fund Filter

In response to requests from our users, we are pleased to introduce a powerful enhancement to the Fund Filter that allows you to isolate index funds when generating reports. This feature is particularly useful when combined with other filter selections, letting you isolate index funds that meet your investment criteria. To use the new feature, follow these steps.

  1. Click Filter on the green bar at the top of any globefund.com page. The Fund Filter will appear.
  2. From the new drop-down list labeled Include Index Funds, select Index Funds. Make any other selections you wish. For example, by also selecting Canadian Equity from the drop-down list labeled Select an asset class, you can generate a list of all index funds in the Canadian Equity class.
  3. Click Go to generate a report.

Click here to take the Fund Filter for a test drive.

To qualify as an index fund, the main objective of the fund must be to track the performance of a market index or indices and must adhere to a strict, or fixed, asset allocation model. Funds for which the manager actively determines the allocation of the fund on an ongoing basis are not included.


New Fonds des Professionnels fund

Effective December 31, 2000, Fonds des Professionnels Inc. has launched 1 new fund - Quebec Professionals Gl Diversified. View the Fund Report for Fonds des Professionnels.


New @rgentum fund

Effective February 1, 2000, @rgentum Mgmt and Research Corp. has launched 1 new portfolio fund - @rgentum Int'l Master RSP. View the Fund Report for @rgentum.


Investors Group portfolio manager changes

Effective January 1, 2000, Investors Group has three manager changes as follow:

Fund NameNew ManagerOld Manager
Investors SpecialGeoff BarthBill Chornous
Investors Mutual of CanadaChristine DicarieGeoff Barth
Investors Canadian Small-CapScott Penman & Geoff BarthMark Rarog

View the Fund Report for Investors Group.


Guardian portfolio manager changes

Effective February 1, 2000, Kevin Kassen has replaced Larry Kennedy under the Canadian Equity portion of the portfolio.


Monday February 7, 2000

  • New Clarica funds
  • New National Bank funds
  • New Foresters funds
  • New Mulvihill funds

New Clarica funds

Effective January 17, 2000, Clarica Mutual Funds has launched 38 new segregated funds and 29 mutual funds. View the Fund Report for Clarica Mutual Funds.


New National Bank funds

Effective January 28, 2000, National Bank Mutual Funds has launched 2 new funds: National Bank Global Equity and National Bank Global Equity RSP. View the Fund Report for National Bank Mutual Funds.


New Foresters funds

8 new Foresters segregated funds will be available on globefund.com. View the Fund Report for the Independent Order of Foresters.


New Mulvihill funds

5 new Mulvihill funds are available on globefund.com.

View the Fund Report for Mulvihill Capital Mgmt.


Wednesday February 2, 2000

  • New Excel funds
  • New Royal & SunAlliance funds
  • New Crystal fund
  • New Clarington funds
  • New Fidelity funds

New Excel funds

Effective January 31, 2000, Excel Funds Management Inc. has launched 2 new funds - Excel G3 RSP and Excel Innovation. View the Fund Report for Excel.


New Royal & SunAlliance funds

Effective January 31, 2000, Royal & SunAlliance Financial has launched 6 new segregated funds.

View the Fund Report for Royal & SunAlliance Financial.


New Crystal fund

Effective January 31, 2000, Crystal Wealth Mgmt System Ltd. has launched 1 new fund: Crystal Wealth Protection. View the Fund Report for Crystal Wealth Mgmt.


New Clarington fund

Effective January 25, 2000, ClaringtonFunds Inc. has launched 1 new fund: Clarington Navellier U.S. All Cap. View the Fund Report for ClaringtonFunds Inc.


New Fidelity funds

Effective January 31, 2000, Fidelity Investments Canada Ltd. has launched 8 new funds.

View the Fund Report for Fidelity.


Friday January 28, 2000

  • New TD Seg funds
  • New Trimark fund
  • New C.I. funds
  • New First Canadian funds
  • Golden Opportunities fund

New TD Seg funds

Effective January 31, 2000, TD Asset Management Inc. has launched 15 new segregated funds. View the Fund Report for TD.


New Trimark fund

Effective January 21, 2000, Trimark Investment Mgmt. Inc. has launched 1 new fund - Trimark US Money Market (US$). View the Fund Report for Trimark.


New C.I. funds

Effective January 4, 2000, C.I. Mutual Funds has launched 6 new BPI segregated funds. View the Fund Report for C.I. Mutual Funds.


New First Canadian funds

Effective January 17, 2000, First Canadian Funds Inc. has launched 3 new RSP funds: First Canadian RSP European, First Canadian RSP Global Sci & Tec, and First Canadian RSP Japanese. View the Fund Report for First Canadian Funds.


Golden Opportunities fund

Golden Opportunities Fund, a labour sponsor fund offered only in Saskatchewan, is available on GLOBEfund.com. View the Fund Report for Golden Opportunities fund.


Thursday January 20, 2000

  • New Altamira funds
  • Highstreet Canadian Bond fund name change

New Altamira funds

Effective January 19, 2000, Altamira Investment Services Inc has launched 3 new RSP funds.

View the Fund Report for Altamira.


Highstreet Canadian Bond fund name change

Highstreet Canadian Bond has been renamed to Highstreet Canadian Index Bond.


Monday January 17, 2000

  • New Mackenzie Financial funds
  • New Standard Life funds
  • New North West Life funds
  • New Trimark funds
  • New Ethical funds
  • New Global Strategy funds
  • @rgentum Market Neutral Port fund name change

New Mackenzie Financial funds

Effective January 17, 2000, Mackenzie Financial Corporation has launched 2 new funds: Universal Ethical Opportunities and Universal Health Sciences. View the Fund Report for Mackenzie Financial


New Standard Life funds

Effective January 17, 2000, Standard Life Mutual Funds has launched 6 new funds.

View the Fund Report for Standard Life Mutual Funds.


New North West Life funds

Effective January 4, 2000, North West Life Assur Co of Can. has launched 2 new funds: North-West Life Ecflx LFS Glo Equ and North-West Life Ecflx PFS Asian Pac. View the Fund Report for North West Life Assurance.


New Trimark funds

Effective January 14, 2000, Trimark Investment Mgmt. Inc. has launched 4 new funds.

Effective January 7, 2000, Trimark Investment Mgmt. Inc. has also launched 10 new seg funds. View the Fund Report for Trimark.


New Ethical funds

Effective January 10, 2000, Ethical Funds Inc. has launched 8 new funds. View the Fund Report for Ethical Funds.


New Global Strategy funds

Effective January 12, 2000, Global Strategy Financial Inc. has launched 2 new funds: Global Strategy World Bal RSP and Global Strategy World Comp. RSP. View the Fund Report for Global Strategy


@rgentum Market Neutral Port fund name change

@rgentum Market Neutral Port has been renamed to @rgentum Pooled Market Neutral Port. This Portfolio is categorized within the Pooled Funds since this portfolio is sold only through Offering Memorandum.


Tuesday January 11, 2000

  • New AGF fund
  • New Vengrowth fund
  • New Desjardins funds
  • New Dynamic fund
  • Transamerica fund manager changes
  • Portfolio manager change for two Lion funds
  • National Bank fund name change

New AGF fund

Effective January 11, 2000, AGF Management Limited has launched 1 new fund - AGF RSP International Value. View the Fund Report for AGF.


New Vengrowth fund

Effective January 10, 2000, VenGrowth Capital Management Inc. has launched 1 new fund - VenGrowth II Investment Fund Inc. View the Fund Report for VenGrowth Capital Management.


New Desjardins funds

Effective January 10, 2000, Fiducie Desjardins has launched 3 new funds

View the Fund Report for Fiducie Desjardins.


New Dynamic fund

Effective December 17, 1999, Dynamic Mutual Funds Ltd. has launched 1 new fund - Dynamic QSSP. View the Fund Report for Dynamic Mutual Funds.


Transamerica fund manager changes

Effective January 6th, Transamerica Growsafe Canadian MMF will be managed by Marc Goldfried instead of Lisa Smith. In addition Marc Goldfried will co-manager the following funds: Transamerica Growsafe Cdn Div & Inc, Transamerica Growsafe Int'l Bal, and Transamerica Growsafe Canadian Bond.


Portfolio manager change for two Lion funds

Effective December 31, 1999, Yorkton Securities Inc. (Yorkton) will be the investment advisor for the Lion Knowledge Industries Fund and Lion Natural Resources Fund. Pacific Capital Management Inc. was the previous advisor.


National Bank fund name change

Effective January 10, 2000, National Bank Securities is changing the name of the National Bank Protected International Fund to National Bank Protected Global RSP Fund.


Thursday January 6, 2000

  • New SVC O'Donnell funds
  • New Industrial Alliance fund
  • New North West Life funds
  • New R Group funds
  • C.I. Mutual Funds announces further BPI Mutual Fund portfolio management changes

New SVC O'Donnell funds

Effective January 05, 1999, SVC O'Donnell Funds Mgmt Inc. has launched 4 new funds.

View the Fund Report for SVC O'Donnell.


New Industrial Alliance funds

Effective January 04, 1999, Industrial Alliance Life Ins. Co has launched 8 new funds. View the Fund Report for Industrial Alliance Life Ins. Co.


New North West Life funds

Effective January 04, 1999, North West Life Assur Co of Can. has launched 2 new funds: North-West Life Ecflx ISS Int'l Adv and North-West Life Ecflx USS US Ad/DAQ. View the Fund Report for North West Life Assur Co.


New R Group funds

Effective January 04, 1999, The R Group of Funds has launched 13 new funds. View the Fund Report for The R Group of Funds.


C.I. Mutual Funds announces further BPI Mutual Fund portfolio management changes

Scott Morrison of C.I. will become lead portfolio manager for the BPI American Small Companies Fund, replacing BPI Global Asset Management LLP (BGAM) which managed the Fund's portfolio since March 31, 1997. Andrew Waight of C.I. will become lead portfolio manager for the BPI Global Small Companies Fund, also replacing BGAM which managed the Fund's portfolio since March 31, 1997.


Monday January 3, 2000

  • New BPI funds
  • New Mackenzie fund
  • New Northwest fund
  • New Evolution FM funds

New BPI funds

Effective December 10, 1999, C.I. Mutual Funds has launched seven new segregated funds.

View the Fund Report for C.I. Mutual Funds.


New Mackenzie fund

Effective December 29, 1999, Mackenzie Financial Corporation has launched one RSP fund - Cundill RSP Value. View the Fund Report for Mackenzie Financial.


New Northwest fund

Effective December 24, 1999, Northwest Mutual Funds Inc. has launched one RSP fund - Northwest RSP International. View the Fund Report for Northwest Mutual Funds.


New Evolution FM funds

Effective December 31, 1999, Evolution FM Inc. has launched five new funds.

View the Fund Report for Evolution FM Inc.


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