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Globe Portfolio

Noteworthy: April - June, 2000


Friday, June 30, 2000

  • Caldwell Securities Ltd. has launched 1 new fund
  • 39 new CIBC portfolio funds offered by CIBC Securities Inc. are available on GLOBEfund.com

New Caldwell Securities Ltd. fund

Effective June 23, 2000, Caldwell Securities Ltd. has launched 1 new fund

View the Fund Report for Caldwell Investment Mgmt Ltd.


New CIBC Securities Inc. funds

Effective June 23, 2000, 39 new CIBC portfolio funds offered by CIBC Securities Inc. are available on Globefund.com:

View the Fund Report for CIBC Securities Inc.


Thursday, June 29, 2000

  • Manulife Cabot funds taken over by Elliott & Page Limited - all Manulife Cabot funds renamed to E&P funds
  • Caldwell Investment Mgmt Ltd. fund name changes

Manulife Cabot funds taken over by Elliott & Page Limited - all Manulife Cabot funds renamed to E&P funds

Effective June 2000, all Manulife Cabot funds will be taken over by Elliott & Page Limited. In addition all Manulife Cabot funds will be renamed to E&P funds:

Previous NameNew Name
Manulife Cabot Blue ChipE&P Cabot Blue Chip
Manulife Cabot Canadian EquityE&P Cabot Canadian Equity
Manulife Cabot Canadian GrowthE&P Cabot Canadian Growth
Manulife Cabot Diversified BondE&P Cabot Diversified Bond
Manulife Cabot Emerging GrowthE&P Cabot Emerging Growth
Manulife Cabot Global MultiStyleE&P Cabot Global MultiStyle
Manulife Cabot Money MarketE&P Cabot Money Market

View the Fund Report for Elliott & Page Ltd.


Caldwell Investment Mgmt Ltd. fund name changes

Effective June 28, 2000, Caldwell Investment Mgmt Ltd. has renamed the following funds:

Previous NameNew Name
Caldwell AssociateCaldwell Balanced
Caldwell Government IncomeCaldwell Income
Caldwell Canadian EquityCaldwell Canada
Caldwell American EquityCaldwell America

View the Fund Report for Caldwell Investment Mgmt Ltd.


Wednesday, June 28, 2000: New First Trust Canada funds

Effective June 28, 2000, First Trust Canada has launched 2 new funds:

View the Fund Report for First Trust Canada.


Tuesday, June 27, 2000: Dynamic Fund portfolio manager change

Effective June 27, 2000, Todd Beallor has replaced Ned Goodman as the portfolio manager for Dynamic Small Cap Fund.

View the Fund Report for Dynamic Mutual Funds Ltd.


Friday, June 23, 2000

  • C.I. Mutual Fund portfolio manager change
  • AIM Funds changes

Friday, June 23, 2000: C.I. Mutual Fund portfolio manager change

Effective June 23, 2000 Derek Webb of C.I. Mutual Funds has replaced Bill Priest and Susan Everly of CSAM on the C.I. American Fund, C.I. American RSP Fund, C.I. American Sector Shares, C.I. American Seg, C.I. American RSP GIF and the C.I. American GIF Fund.

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


Effective June 23, 2000, AIM Funds Management Inc. announced the following changes.

The following five AIM funds have been renamed.

Previous NameNew Name
AIM American Premier AIM American Blue Chip Growth
AIM American Premier (US$)AIM American Blue Chip Growth (US$)
AIM RSP American PremierAIM RSP American Blue Chip Growth
AIM American Growth ClassAIM American Mid Cap Growth Class
AIM American Growth Class (US$)AIM American Mid Cap Growth Cl (US$)

View the Fund Report for AIM Funds Management Inc. .


Tuesday, June 20, 2000: C.I. Mutual Fund portfolio manager change

Effective June 20, 2000, Scott Morrison of C.I. Mutual Funds will become lead manager of the C.I. Global Technology Sector and C.I. Global Technology RSP replacing Susan Everly and Scott Lewis of CSAM.

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


Monday, June 19, 2000: Spectrum United fund name change

Effective June 19, 2000, Spectrum United Mutual Funds has changed its brand name to Spectrum Investments.

View the Fund Report for Spectrum Investments.


Tuesday, June 13, 2000

  • New Talvest funds
  • New AIC Limited funds
  • New Templeton Management Ltd. funds
  • New Investors Group funds

New Talvest Fund Management Inc. funds

Effective June 13, 2000, Talvest Fund Management Inc. has launched 5 new RSP funds:

View the Fund Report for Talvest Fund Management Inc..


New AIC Limited funds

Effective June 12, 2000, AIC Limited has launched 3 new funds:

View the Fund Report for AIC Limited.


New Templeton Management Ltd. funds

Effective June 12, 2000, Templeton Management Ltd. has launched 14 new funds

View the Fund Report for Templeton Management Ltd.


New Investors Group funds

Effective June 12, 2000, Investors Group has launched 3 new funds:

View the Fund Report for Investors Group.


Monday, June 12, 2000: Manulife Cabot fund name change

Effective June 12, 2000, Manulife Cabot Global Equity Fund has been renamed to Manulife Cabot Global MultiStyle Fund.

View the Fund Report for Manulife Securities Int. Ltd. .


Thursday, June 8, 2000: New Synergy Asset Management funds

Effective June 5, 2000, Synergy Asset Management Inc. has launched 3 new funds:

View the Fund Report for Synergy Asset Management Inc..


Tuesday, June 6, 2000: New National Life funds

Effective June 6, 2000, National Life has launched 3 new funds:

View the Fund Report for National Life.


Monday, June 5, 2000

  • New Optima Pooled funds
  • New Royal Mutual funds
  • C.I. Mutual Fund portfolio manager change
  • New First Trust Canada funds

New Optima Pooled funds

Effective June 5, 2000, the following six Optima Pooled funds offered by Loring Ward Invest Counsel Ltd. are available on globefund.com:

View the Fund Report for Loring Ward Invest Counsel.


New Royal Mutual funds

Effective June 5, 2000, Royal Mutual Funds Inc. has launched 6 new funds:

View the Fund Report for Royal Mutual Funds.


C.I. Mutual Fund portfolio manager change

Effective June 5, 2000 Andrew Waight of C.I. Mutual Funds will become lead manager of the C.I. Global Health Sciences Sector Shares and the C.I. Global Health Sciences RSP Fund.

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


New First Trust Canada funds

Effective June 5, 2000, the following two First Trust funds offered by First Trust Canada are available on globefund.com:

View the Fund Report for First Trust Canada.


Friday, June 2, 2000

  • Marathon Mutual Funds Aggressive Growth Fund re-opened
  • Hartford Investment Canada Corp. funds available on globefund.com

Marathon Mutual Funds Aggressive Growth Fund re-opened

Effective June 1, 2000, Marathon Mutual Funds decided to re-open the Marathon Plus Aggressive Growth Fund. The Fund was closed to new investors in late February. Marathon is making the units of the Fund available to investors again and intends to keep them available for sale until the total assets of the Fund exceed $100 million.

View the Fund Report for Marathon Mutual Funds.


Hartford Investment Canada Corp. funds available on globefund.com

Effective June 1, 2000, the following fourteen Hartford funds offered by Hartford Investment Canada Corp. are available on globefund.com:

View the Fund Report for Hartford Investment Canada Corp.


Thursday, June 1, 2000: New AIC Limited funds

Effective June 1, 2000, AIC Limited has launched 6 new segregated funds:

View the Fund Report for AIC Limited.


Friday, May 26, 2000: New Clarington Funds

Effective May 18, 2000, ClaringtonFunds Inc. has launched 4 new funds:

View the Fund Report for ClaringtonFunds Inc.


Friday, May 19, 2000: AGF fund name change

Effective May 19, 2000, AGF Management Limited has renamed AGF 20/20 Managed Futures Value Fund to AGF Managed Futures Value Fund.

View the Fund Report for AGF.


Tuesday May 16, 2000

  • New Mackenzie fund
  • New @rgentum funds
  • C.I. Mutual Funds portfolio manager changes

New Mackenzie fund

Effective May 15, 2000, Mackenzie Financial Corporation has launched 1 new fund: Universal Select Managers Canada. View the Fund Report for Mackenzie Financial Corporation.


New @rgentum funds

Effective May 11, 2000, @rgentum Mgmt and Research Corp. has launched 3 new funds:

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


C.I. Mutual Funds portfolio manager changes

Effective May 1, 2000, C.I. Mutual Funds has announced the following changes:

John Hock of C.I. Mutual Funds has replaced James Abate as the fourth manager on the C.I. Global Managers Sector Shares and its RSP equivalent.

Bill Priest and Susan Everly of CSAM have replaced James Abate as the managers of the C.I. American Fund and its RSP equivalent.

Susan Everly, Scott Lewis and Esther Schreiber of CSAM have replaced James Abate as the mangers of the C.I. Global Technology Sector Shares and its RSP equivalent.

Susan Everly and Peter Wen of CSAM have replaced James Abate as the managers of the C.I. Global Health Sciences Sector Shares and its RSP equivalent.

Effective May 8, 2000, John Hock of C.I. Mutual Funds will become lead manager of the C.I. Global Financial Services Sector Shares, C.I. Global Consumer Products Sector Shares and their RSP equivalents replacing James Abate of CSAM.

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



Thursday May 11, 2000

  • New Great West Life Assurance funds
  • New eFunds Asset Management fund
  • Standard Life fund name change

New Great West Life funds

The following four Great West Life funds offered by Great-West Life Assurance Co. are available on globefund.com

View the Fund Report for Great-West Life Assurance Co.


New eFunds Asset Management fund

Effective May 5, 2000, eFunds Asset Management Limited has launched 1 new fund: eFunds Bloomberg U.S. Internet.

View the Fund Report for eFunds Asset Management Limited.


Standard Life fund name change

Effective May 1, 2000, Standard Life Ideal Payout Balanced Fund has been renamed to Standard Life Ideal Income Balanced Fund.

View the Fund Report for Standard Life.


Wednesday May 7, 2000

  • New AGF funds
  • Integra fund terminated
  • Standard Life fund name change

New AGF funds

Effective April 28, 2000, AGF Management Limited has launched 12 new funds.

View the Fund Report for AGF Management Limited.


New Imperial Life funds

Effective April 28, 2000, Integra Capital Management Corp. has announced its intention to terminate the Integra Core Balanced fund.


Standard Life fund name change

Effective May 1, 2000, Standard Life Ideal Payout Balanced Fund has renamed to Standard Life Ideal Income Balanced Fund.


Thursday April 27, 2000: AGF fund name changes

Effective April 26, 2000, AGF Management Limited has announced the following name changes.

New NamePrevious Name
AGF Canadian DividendAGF Dividend
AGF Canadian BalancedAGF Canadian Growth & Income
AGF Canadian Aggressive EquityAGF 20/20 RSP Aggressive Equity
AGF Canadian Aggressive All-CapAGF 20/20 RSP Aggressive Smaller Companies
AGF Canadian ResourcesAGF 20/20 Canadian Resources
AGF Emerging Markets ValueAGF 20/20 Emerging Markets Value
AGF Emerging Markets Value (US$)AGF 20/20 Emerging Markets Value (US$)
AGF Latin AmericaAGF 20/20 Latin America
AGF Latin America (US$)AGF 20/20 Latin America (US$)
AGF IndiaAGF 20/20 India
AGF India (US$)AGF 20/20 India (US$)
AGF Aggressive GrowthAGF 20/20 Aggressive Growth
AGF Aggressive Growth (US$)AGF 20/20 Aggressive Growth (US$)
AGF Aggressive Global StockAGF 20/20 Aggressive Global Stock
AGF Aggressive Global Stock (US$)AGF 20/20 Aggressive Global Stock (US$)

View the Fund Report for AGF.


Friday April 21, 2000: First Canadian name changes

In a move to unify Bank of Montreal's investment lines of businesses and products, First Canadian Funds Inc. has been renamed BMO Investments Inc. with effect from March 31, 2000. The fund family will be known as BMO Mutual Funds.

Consistent with the change in corporate name, the 33 First Canadian Funds are being renamed as well. All fund names previously beginning with First Canadian will now begin with BMO. First Canadian Fund will be known as the BMO Equity Fund with effect from March 31, 2000, the FC International Index RSP Fund will be named the BMO RSP International Index Fund and the FC US Equity Index RSP Fund will be named the BMO RSP US Equity Index Fund.

View the Fund Report for BMO Investments Inc.


Wednesday April 19, 2000

  • New Imperial Life funds
  • New McLean Budden funds
  • New First Trust fund

New Imperial Life funds

Effective April 17, 2000, Imperial Life Financial has launched 20 new Millennia III funds. View the Fund Report for Imperial Life Financial.


New McLean Budden funds

The following four McLean Budden Pooled funds offered by McLean Budden Limited will be available on globefund.com.

View the Fund Report for McLean Budden.


New First Trust fund

Effective April 19, 2000, First Trust Canada has launched one new fund: First Trust Cdn Leading Co Gwth2000. View the Fund Report for First Trust Canada.


Wednesday April 12, 2000: Portfolio Manager change for YMG Capital Management Inc.

Effective March 31, 2000, Bill Chinery replaced Michael Doran as the new portfolio manager for YMG International Fund.


Tuesday April 11, 2000

  • C.I. fund name changes
  • Investors Group portfolio manager change

C.I. fund name changes

Effective April 10, 2000, C.I. Mutual Funds Inc. has announced the following name changes.

New NamePrevious Name
C.I. AsianHansberger Asian
C.I. Asian (US$)Hansberger Asian (US$)
C.I. Asian Sector Share (US$)Hansberger Asian Sector Share (US$)
C.I. Asian Sector SharesHansberger Asian Sector Shares
C.I. Canadian Equity ValueBPI Canadian Equity Value
C.I. Cdn Equity Value SegregatedBPI Cdn Equity Value Segregated
C.I. Cdn Equity Value Segregated IIBPI Cdn Equity Value Segregated II
C.I. Developing Market SectorHansberger Developing Mkt Sector
C.I. Developing MarketsHansberger Developing Markets
C.I. Developing Markets (US$)Hansberger Developing Markets (US$)
C.I. Developing Mkt Sector (US$)Hansberger Developing Mkt Sec (US$)
C.I. Global Small-CapHansberger Global Small-Cap
C.I. Global Small-Cap (US$)Hansberger Global Small-Cap (US$)
C.I. Global Small-Cap SectorHansberger Gbl Small-Cap Sector
C.I. Global Small-Cap Sector (US$)Hansberger Gbl Small-Cap Sect (US$)
C.I. Signature Dividend GIFC.I. Dividend GIF
C.I. Signature High Income GIFBPI High Income GIF
Signature Canadian ResourceC.I. Canadian Resource
Signature Corporate BondBPI Corporate Bond
Signature Corporate Bond SegBPI Corporate Bond Seg
Signature Corporate Bond Seg IIBPI Corporate Bond Seg II
Signature DividendC.I. Dividend
Signature Dividend EquityBPI Dividend Equity
Signature Dividend Equity SegBPI Dividend Equity Seg
Signature Dividend Equity Seg IIBPI Dividend Equity Seg II
Signature Dividend Inc SegregatedBPI Dividend Income Segregated
Signature Dividend IncomeBPI Dividend Income
Signature Dividend Income Seg IIBPI Dividend Income Segregated II
Signature High IncomeBPI High Income
Signature High Income SegregatedBPI High Income Segregated
Signature High Income Segregated IIBPI High Income Segregated II

Investors Group portfolio manager change

Effective April 3, 2000, Jennifer Bloomfield and Mehdi Dazi replaced Joyce E. Cornell as the new Portfolio Managers for IG Scudder Emerging Markets Growth Fund.


Thursday April 6, 2000

  • New Optima Strategy fund
  • New Merrill Lynch funds

New Optima fund

The Optima Strategy Canadian Small Cap fund offered by Loring Ward Invest Counsel Ltd. is available on globefund.com. View the Fund Report for Loring Ward Invest Counsel Ltd.


New Merrill Lynch funds

Effective April 6, 2000, Merrill Lynch Asset Mgmt. Group Canada has launched 2 new funds: Merrill Lynch Internet Strateg RSP and Merrill Lynch Internet Strategies. View the Fund Report for Merrill Lynch.


Wednesday April 5, 2000

  • Enhancement to Top Movers
  • New Mackenzie funds and fund name changes
  • New Co-operators funds

Enhancement to Top Movers

In response to requests from our viewers, globefund.com's Top Movers pages have been expanded to feature the top 20 funds in each category. Click here to view the Top Movers.


New Mackenzie funds and fund name changes

Effective April 5, 2000, Mackenzie Financial has launched 8 new funds.

Effective April 5, 2000, Mackenzie Financial has announced the following name changes. The Universal Ethical Opportun (US$) fund will now be named Universal Global Ethics (US$). The Universal Ethical Opportunities fund will now be named Universal Global Ethics.

View the Fund Report for Mackenzie Financial.


New Co-operators funds

The following six Co-operators funds offered by Co-operators Life Insurance Co. will be available on globefund.com.

View the Fund Report for Co-operators Life Insurance Co.


Tuesday April 4, 2000

  • New Sentry fund
  • New Marathon fund

New Sentry fund

Effective March 28, 2000, Sentry Select Capital Corp. has launched 1 new fund - Sentry Canadian Resource. View the Fund Report for Sentry Select Capital Corp.


New Marathon fund

Effective March 15, 2000, Marathon Mutual Funds has launched 1 new fund - Marathon Plus Momentum. View the Fund Report for Marathon Mutual Funds.


Monday April 3, 2000

  • AIM fund terminated
  • Century DJ fund privatized

AIM fund terminated

Effective March 31, 2000, AIM Funds Group Canada has announced its intention to terminate the AIM RSP Global Bond fund.


Century DJ fund privatized

Effective March 29, 2000, Century DJ Fund will no longer be listed on globefund.com. This fund has gone private and no public unit holders are available.


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