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Globe Portfolio

Noteworthy: July - September, 2000


Friday, September 29, 2000

  • Maritime Life funds renamed
  • New Acuity funds
  • New Industrial Alliance funds


Maritime Life funds renamed

Effective September 29, 2000, Maritime Life Gbl Strat Div Wld - B will be renamed to Maritime Life Gbl Strat Wld RSP - B and Maritime Life Gbl Strat Div Wld-A&C will be renamed to Maritime Life Gbl Strat Wld RSP-A&C.

View the Fund Report for Maritime Life Assurance Co.


New Acuity funds

Effective September 29, 2000, Acuity Funds Ltd. has launched 4 new funds:

View the Fund Report for Acuity Funds Ltd.


New Industrial Alliance funds

Effective September 29, 2000, Industrial Alliance Life Ins. Co has launched 14 new segregated funds

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


Wednesday, September 27, 2000: New National Bank funds

Effective September 27, 2000, National Bank Mutual Funds has launched 2 new funds:

View the Fund Report for National Bank Mutual Funds


Tuesday, September 26, 2000: New CIBC funds

Effective September 26, 2000, CIBC Securities Inc. has launched 4 new funds:

View the Fund Report for CIBC Securities Inc.


Monday, September 25, 2000: Fidelity fund renamed

Effective September 25, 2000, Fidelity Capital Builder has been renamed to Fidelity Canadian Large Cap fund.

View the Fund Report for Fidelity Investments Canada Ltd.


Thursday, September 21, 2000: New Altamira funds

Effective September 20, 2000, Altamira Investment Services Inc. has launched 4 new funds:

View the Fund Report for Altamira Investment Services Inc.


Wednesday, September 20, 2000: New First Trust funds

Effective September 20, 2000, First Trust Portfolios has launched 4 new funds:

View the Fund Report for First Trust Portfolios.


Tuesday, September 19, 2000

  • New Investors Group Funds
  • Sceptre Fund Name Change


New Investors Group Funds

Effective September 18, 2000, Investors Group has launched 2 new funds:

View the Fund Report for Investors Group.


Sceptre Fund Name Change

Effective September 18, 2000, Sceptre International was renamed to Sceptre Global Equity Fund.

View the Fund Report for Sceptre Investment Counsel Ltd.


Monday, September 18, 2000: New Spectrum funds

Effective September 18, 2000, Spectrum Investments has launched 7 new funds:

View the Fund Report for Spectrum Investments.


Friday, September 15, 2000: New MD funds

Effective September 15, 2000, MD Funds Management Inc. has launched 2 new funds: MD International Growth RSP and MD U.S. Large Cap Value RSP.

View the Fund Report for MD Funds Management Inc.


Tuesday, September 5, 2000

  • AIC Limited has launched 6 new funds
  • Mackenzie Financial Corporation has launched 6 new funds


AIC Limited has launched 6 new funds

Effective September 5, 2000, AIC Limited has launched 6 new funds:

View the Fund Report for AIC Limited.


Mackenzie Financial Corporation has launched 6 new funds

Effective September 5, 2000, Mackenzie Financial Corporation has launched 6 new funds:

View the Fund Report for Mackenzie Financial Corporation.


Friday, September 1, 2000: Bissett fund manager change

Effective September 1, 2000, Garey J. Aitken is appointed to manage the Bissett Large Cap Fund with Fred Pynn.

View the Fund Report for Bissett & Associates.


Tuesday, August 29, 2000: Spectrum Investments name changes

Effective August 29, 2000, Spectrum Investments has announced to remove the "United" word from all of their mutual fund names.

View the Fund Report for Spectrum Investments.


Monday, August 28, 2000: AIC Limited fund name changes

Please be advised that effective August 25, 2000, the following funds will be merged into the AIC funds:

Previous NameNew Name
Aderes Focused Canadian FundAIC Canadian Focused Fund
Aderes Diversified Canadian FundAIC Canadian Focused Fund
Aderes Focused American FundAIC American Focused Fund
Aderes Diversified American FundAIC American Focused Fund
Aderes Money Market FundAIC Money Market Fund

View the Fund Report for AIC Limited.


Friday, August 25, 2000: AIC Limited has launched 1 new fund

Effective August 25, 2000, AIC Limited has launched 1 new fund:

View the Fund Report for AIC Limited.


Thursday, August 24, 2000

  • Investors Group fund management changes
  • Elliott & Page Ltd. has launched 6 new funds


Investors Group fund management changes

Effective August 22, 2000, Investors Group announces the following fund management changes:

I.G. Investment Management (IGIM) team will assume responsibility for overseeing Investors Summa, Investors Global Science & Technology, Investors Special and Investors Global e.Commerce funds until successors are appointed for Geoff Barth and Allan Brown, who left to pursue other opportunities.

View the Fund Report for Investors Group.


Elliott & Page Ltd. has launched 6 new funds

Effective August 17, 2000, Elliott & Page Ltd. has launched 6 new funds:

View the Fund Report for Elliott & Page Ltd.



Tuesday, August 22, 2000: Guardian fund name changes


Effective August 21, 2000, Guardian Mutual Funds has announced the following name changes:

Previous NameNew Name
GGOF Alexandria - Classic
Guardian European EquityGGOF Alexandria European Growth
Guardian Global EquityGGOF Alexandria Global Growth
Guardian Global Small CapGGOF Alexandria Global Small Cap
Guardian Global TechnologyGGOF Alexandria Global Technology
Guardian RSP Global EquityGGOF Alexandria RSP Global Growth
Guardian RSP International BalancedGGOF Alexandria RSP International Balanced
GGOF Alexandria - Mutual
Alexandria Canadian BalancedGGOF Alexandria Canadian Balanced
Alexandria Canadian Equity GrowthGGOF Alexandria Canadian Growth
Guardian European EquityGGOF Alexandria European Growth
Guardian Global EquityGGOF Alexandria Global Growth
Guardian Global Small CapGGOF Alexandria Global Small Cap
Guardian Global TechnologyGGOF Alexandria Global Technology
Guardian RSP Global EquityGGOF Alexandria RSP Global Growth
Guardian RSP Global TechnologyGGOF Alexandria RSP Global Technology
Guardian RSP International BalancedGGOF Alexandria RSP International Balanced
GGOF Centurion - Classic
Guardian American Large CapGGOF Centurion American Large Cap
Guardian American EquityGGOF Centurion American Value
Guardian Canadian BalancedGGOF Centurion Canadian Balanced
Guardian Emerging MarketsGGOF Centurion Emerging Markets
Guardian RSP American EquityGGOF Centurion RSP American Value
GGOF Centurion - Mutual
Guardian American Large CapGGOF Centurion American Large Cap
Guardian American EquityGGOF Centurion American Value
Guardian Canadian BalancedGGOF Centurion Canadian Balanced
Guardian Canadian Equity ValueGGOF Centurion Canadian Value
Guardian Emerging MarketsGGOF Centurion Emerging Markets
Guardian RSP American EquityGGOF Centurion RSP American Value
GGOF Guardian - Classic
Guardian Canadian BondGGOF Guardian Canadian Bond
Guardian Growth EquityGGOF Guardian Canadian Equity
Guardian Canadian Large CapGGOF Guardian Canadian Large Cap
Guardian EnterpriseGGOF Guardian Enterprise
Guardian Canadian High Yield BondGGOF Guardian Canadian High Yield Bond
Guardian Monthly DividendGGOF Guardian Monthly Dividend
Guardian Monthly High IncomeGGOF Guardian Monthly High Income
Guardian RSP Foreign IncomeGGOF Guardian RSP Foreign Income
Guardian RSP International IncomeGGOF Guardian RSP International Income
Guardian Canadian Money MarketGGOF Guardian Canadian Money Market
Guardian RSP U.S. Money MarketGGOF Guardian RSP U.S. Money Market
GGOF Guardian - Mutual
Guardian Canadian BondGGOF Guardian Canadian Bond
Guardian Growth EquityGGOF Guardian Canadian Equity
Guardian Canadian Large CapGGOF Guardian Canadian Large Cap
Guardian EnterpriseGGOF Guardian Enterprise
Guardian Canadian High Yield BondGGOF Guardian Canadian High Yield Bond
Guardian Monthly DividendGGOF Guardian Monthly Dividend
Guardian Monthly High IncomeGGOF Guardian Monthly High Income
Guardian RSP Foreign IncomeGGOF Guardian RSP Foreign Income
Guardian RSP International IncomeGGOF Guardian RSP International Income
Guardian Canadian Money MarketGGOF Guardian Canadian Money Market
Guardian RSP U.S. Money MarketGGOF Guardian RSP U.S. Money Market

View the Fund Report for Guardian Mutual Funds.



Friday, August 18, 2000: Artisan fund name changes

Effective August 18th, the following changes were made to the Artisan group of funds:

Previous Namemerged into New Name
Artisan Most Conservative PortfolioArtisan RSP Most Conservative Portfolio
Artisan Conservative PortfolioArtisan RSP Conservative Portfolio
Artisan U.S. Equity PortfolioArtisan International Equity Portfolio

Previous Namechanged to New Name
Artisan RSP Most Conservative PortfolioArtisan Most Conservative Portfolio
Artisan RSP Conservative PortfolioArtisan Conservative Portfolio
Artisan International Equity PortfolioArtisan Maximum Growth Portfolio

View the Fund Report for Loring Ward Invest Counsel Ltd. .



Monday, August 14, 2000: Guardian Mutual Funds changes

Effective August 11, 2000, Guardian Mutual Funds has announced the following changes:

View the Fund Report for Guardian Mutual Funds.


Friday, August 4, 2000: AGF Portfolio manager change

Effective August, 2000, Raymond Tse of Normura Asset Management has replaced Yuki Aiga as the lead manager for the AGF China Focus Class Fund.

View the Fund Report for AGF Funds Inc.


Monday, July 31, 2000

  • Georgian Capital Partners Inc. has launched 4 new funds
  • Trimark Segregated Funds (Seg Funds) will be closed to new investors


Georgian Capital Partners Inc. has launched 4 new funds

Effective July 17, 2000, Georgian Capital Partners Inc. has launched 4 new funds:

View the Georgian Capital Partners Inc.


Trimark Segregated Funds (Seg Funds) will be closed to new investors

Effective July 31, 2000, Trimark Investment Management Inc. announced that all Trimark Segregated Funds (Seg Funds) will be closed to new investors.

View the Fund Report for Trimark Investment Mgmt. Inc.



Friday, July 28, 2000

  • New PH & N funds
  • National Bank fund renamed


New PH & N funds

Effective July 10, 2000, Phillips, Hager & North Inv Mgmt has launched 2 new funds:

View the Fund Report for Phillips, Hager & North Inv Mgmt .


National Bank fund renamed

Effective July 27, 2000, National Bank International RSP Bond Fund will be named National Bank Global RSP Bond fund.

View the Fund Report for National Bank Mutual Funds .



Thursday, July 27, 2000

  • Westbury acquired by RBC Insurance
  • C.I. funds name changes


Westbury acquired by RBC Insurance

Effective July 2000, RBC Insurance Company has acquired all Westbury segregated funds and Westbury Life Insurance Company will no longer be listed on globefund.com.


C.I. funds name changes

Effective July 25, 2000, C.I. Mutual Fund has renamed the following Funds:

Previous NameNew Name
BPI American Equity ValueBPI American Equity
BPI American Equity Value (US$)BPI American Equity (US$)
BPI Amer Equity Value Sector SharesBPI Amer Equity Sector Shares
BPI Amer Equity Value Sector (US$)BPI Amer Equity Sector (US$)
BPI American Equity Value Seg BPI American Equity Seg
BPI American Equity Value Seg IIBPI American Equity Seg II
BPI American Equity Value GIF BPI American Equity GIF
BPI Global Equity Value BPI Global Equity
BPI Global Equity Value (US$)BPI Global Equity (US$)
BPI Global Equ Value Sector Shares BPI Global Equity Sector Shares
BPI Global Equ Value Sector (US$)BPI Global Equity Sector (US$)
BPI Global Equity Value Seg BPI Global Equity Seg
BPI Global Equity Value Seg IIBPI Global Equity Seg II
BPI Global Equity Value GIFBPI Global Equity GIF
BPI International Equity Value BPI International Equity
BPI International Equity Valu (US$)BPI International Equity (US$)
BPI Internat'l Value Equ Sec (US$)BPI International Equity Sect (US$)
BPI Internat'l Value Equity SectorBPI International Equity Sector
BPI International Equ Value Seg BPI International Equity Seg
BPI International Equ Value Seg IIBPI International Equity Seg II
BPI International Equity Value GIFBPI International Equity GIF
BPI International Equity Value RSPBPI International Equity RSP

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



Wednesday, July 26, 2000

  • Canso funds terminated
  • C.I. funds name changes
  • C.I. funds Portfolio Manager changes

Canso funds terminated

Effective July 21, all Canso funds will no longer be priced. Canso Endurance Equity and Canso Value Bond will be delisted from globefund.com.

C.I. funds name changes

Effective July 25, 2000, C.I. Mutual Funds has renamed the following 10 Funds:

Previous NameNew Name
Hansberger ValueC.I. Global Value
Hansberger Value (US$)C.I. Global Value (US$)
C.I. Hansberger Value GIFC.I. Global Value GIF
C.I. Hansberger Value SegC.I. Global Value GIF
Hansberger Value Sector SharesC.I. Global Value Sector Shares
Hansberger Value Sector Share (US$)C.I. Global Value Sector Share(US$)
Hansberger InternationalC.I. International Value
Hansberger International (US$)C.I. International Value (US$)
Hansberger Int'l Sector Share (US$)C.I. Int'l Value Sector Share (US$)
Hansberger Int'l Sector SharesC.I. Int'l Value Sector Shares


C.I. funds Portfolio Manager changes

Effective July 25, 2000 C.I. will be making the following fund adviser changes:

John Hock of C.I. Mutual Funds will become lead manager of the C.I. Global Value Fund and the Seg, GIF and Sector equivalents replacing Hansberger Global Investors.

In addition, John Hock of C.I. Mutual Funds will become lead manager of the C.I. International Value Fund and its Sector equivalent replacing Hansberger Global Investors.

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


Tuesday, July 25, 2000

  • Global Strategy funds renamed
  • New C.I. funds
  • Mackenzie funds Portfolio Manager changes

Global Strategy funds renamed

Effective July 24, 2000, Global Strategy Financial Inc. has renamed the following 4 Funds:

Previous NameNew Name
Global Strategy Roths Divf Europe RSPGlobal Strategy Europe Plus RSP
Global Strategy Roths Divf Japan Plus RSPGlobal Strategy Japan Plus RSP
Global Strategy Roths Divf World Bond RSPGlobal Strategy World Bond RSP
Global Strategy Roths Divf World Equity RSPGlobal Strategy World Equity RSP

View the Fund Report for Global Strategy Financial Inc.



New C.I. funds

Effective July 21, 2000, C.I. Mutual Funds has launched 10 new funds:

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



Mackenzie funds Portfolio Manager changes

As of July 24, 2000, Mackenzie Financial Corporation announced Paul Baran, Senior Vice President, Mackenzie Investment Management Inc. as new lead manager of the Industrial American Fund. Baran replaces former manager, Veronica Onyskiw, who is leaving to pursue other ventures.

View the Fund Report for Mackenzie Financial Corporation.


Monday, July 24, 2000: New Fidelity funds

Effective July 24, 2000, Fidelity Investments Canada Ltd. has launched 7 new funds:

View the Fund Report for Fidelity Investments Canada Ltd.


Wednesday, July 19, 2000: C.I. Mutual Fund name changes

Effective July 18, 2000, C.I. Mutual Fund has renamed the following 8 segregated Funds.

Previous NameNew Name
BPI Canadian Mid-Cap SegregatedSignature Explorer Segregated
BPI Canadian Mid-Cap Segregated IISignature Explorer Segregated II
BPI Income & Growth SegregatedSignature Cdn Balanced Segregated
BPI Income & Growth Segregated IISignature Cdn Bal Segregated II
BPI Canadian Bond SegregatedC.I. Canadian Bond Segregated
BPI Canadian Bond Segregated IIC.I. Canadian Bond Segregated II
BPI T-Bill SegregatedC.I. Money Market Segregated I
BPI T-Bill Segregated IIC.I. Money Market Segregated II

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


Tuesday, July 18, 2000: New Sentry Select Capital Corp. funds

Effective July 18, 2000, Sentry Select Capital Corp. has launched 4 new funds

View the Fund Report for Sentry Select Capital Corp..


Friday, July 14, 2000: Manulife fund name changes

Effective July 14, 2000, Manulife Financial has renamed the following six funds:

Previous NameNew Name
MLI AGF Dividend GIFMLI AGF Canadian Dividend GIF
MLI AGF Dividend GIFeMLI AGF Canadian Dividend GIFe
MLI AGF Growth & Income GIFMLI AGF Canadian Balanced GIF
MLI AGF Growth & Income GIFeMLI AGF Canadian Balanced GIFe
MLI AIM American Growth GIFMLI AIM American Mid Cap Growth GIF
MLI AIM American Growth GIFeMLI AIM American Mid Cap Growth GIFe

View the Fund Report for Manulife Financial.


Tuesday, July 11, 2000

  • Quartile rankings and new features
  • Mackenzie portfolio manager change

Quartile rankings and new features

globefund.com recently launched three new features that make it easier for you to see how your funds are performing.

How are your funds performing against their peers? The new Quartile Rankings report measures how well a fund has performed against all other funds in its asset class. Mutual funds with the highest percent returns are assigned to a quartile of 1, whereas those with the worst returns are assigned a quartile of 4.

Are your funds up or down today? The daily change and daily percentage change on the Standard and Short-term fund reports are now presented in green if the fund has gained and red if the fund has declined in price since the previous day's close. The colours make it easy to see at a glance how a fund is currently performing.

Star Gazing The Fund Filter now allows you to filter based on Globefund's 5-star rating. View a report of all the Globefund 5-star funds.


Mackenzie portfolio manager change

Mackenzie Financial Corporation has announced the following portfolio manager changes as of May 1st, 2000:

Fund NameNew Manager Previous Manager
Universal World ValueSheridan ReillyBarbara Trebbi
Universal World Balanced RRSPSheridan ReillyBarbara Trebbi
Universal World Growth RRSPSheridan ReillyBarbara Trebbi

View the Fund Report for Mackenzie Financial Corporation.


Monday, July 10, 2000

  • Guardian fund terminated
  • New AIM funds

Guardian fund terminated

Effective June 30, 2000, Guardian Mutual Funds has announced the termination of the Alexandria Dividend Equity fund.

View the Fund Report for Guardian Mutual funds.

New AIM funds

Effective July 10, 2000, AIM Funds Management Inc. has launched 9 new funds:

View the Fund Report for AIM Funds Management Inc.


Friday, July 7, 2000

  • ING Life fund name and fund manager changes
  • C.I. fund name and fund manager changes

ING Life fund name and fund manager changes

Investment Manager Change

Effective June 1, 2000, Transamerica's Canadian Investment Management team assumes responsibility for the management of NN Life's (ING Life's) Asset Allocation fund. The fund was previously managed by RT Capital Management Inc.

In addition, Transamerica's Canadian Investment Management team assumes responsibility for the management of the following NN Life (ING Life) funds: Can-Am, Can-Asian, Can-Euro, Can-Daq 100, Can-Emerge, Can-Global Bond, Canadian 25 Index, American Equity Index, European Equity Index, International Bond Index and American Asset Allocation. The funds were previously managed by ING Investment Management.

ING Life fund name changes

All ING Life funds will be renamed to NN Life funds.

View the Fund Report for NN Life funds.


C.I. fund name and fund manager changes

Effective July 7, 2000, C.I. Mutual Funds has announced the following changes:

Fund Name Changes

Previous NameNew Name
Hansberger European Sector SharesC.I. European Sector Shares
Hansberger Euro Sector Share (US$) C.I. European Sector Share (US$)
Hansberger European (US$)C.I. European (US$)
Hansberger EuropeanC.I. European
BPI Canadian Small Companies Signature Explorer
Harbour Explorer Sector (US$) Signature Explorer Sector (US$)
Harbour Explorer SectorSignature Explorer Sector
BPI Income and Growth Signature Canadian Balanced

Fund Mergers

Terminated Fund Continuing Fund
BPI Asia PacificC.I. Pacific
BPI Asia Pacific (US$) C.I. Pacific (US$)
BPI Canadian Bond C.I. Canadian Bond
BPI Canadian Mid-Cap Signature Explorer
BPI Emerging Markets C.I. Emerging Markets
BPI Emerging Markets (US$)C.I. Emerging Markets (US$)
BPI Global RSP BondC.I. Global Bond RSP
C.I. Asian C.I. Pacific
C.I. Asian (US$) C.I. Pacific (US$)
C.I. Asian Sector Share (US$) C.I. Pacific Sector Shares (US$)
C.I. Asian Sector Share C.I. Pacific Sector Shares
C.I. Developing Market Sector C.I. Emerging Mkts Sector Shares
C.I. Developing Markets C.I. Emerging Markets
C.I. Developing Markets (US$)C.I. Emerging Markets (US$)
C.I. Developing Mkt Sector (US$) C.I. Emerging Mkts Sector Sha (US$)
C.I. Global High Yield C.I. World Bond
C.I. Global High Yield (US$) C.I. World Bond (US$)
C.I. Global Resource Sector C.I. Global Energy Sector
C.I. Global Resource Sector (US$)C.I. Global Energy Sector (US$)
C.I. Signature Canadian Balanced Signature Canadian Balanced
Harbour Explorer Signature Explorer
Harbour Mid-Cap Signature Explorer
Harbour Mid-Cap Sector Share (US$)Signature Explorer Sector (US$)
Harbour Mid-Cap Sector Shares Signature Explorer Sector

C.I. Mutual Funds is capping seven funds

C.I. Mutual Funds is capping seven funds as of July 7, 2000; BPI Canadian Resource, BPI T-Bill, BPI US Money Market, C.I. Global Small-Cap, C.I. Global Small-Cap (US$), C.I. Global Small-Cap Sector and C.I. Global Small-Cap Sector (US$)

Advisor Changes

New NameNew ManagerPrevious Manager
C.I. World Bond Greg DilibertoWilliam Sterling & Kent Osband
C.I. Global Bond RSP Greg DilibertoWilliam Sterling & Kent Osband
Hansberger European Lauretta (Retz) Reeves, MBANandu Narayannan
Hansberger European Sector SharesLauretta (Retz) Reeves, MBANandu Narayannan

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


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