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Globe Portfolio

Noteworthy: October - December, 2000


Thursday, December 28, 2000

  • CIBC Mellon name changes
  • Quebec Professionels fund terminated

CIBC Mellon name changes

Effective December 28 2000, CIBC Mellon Global Sec. Ser. Co. has announced the following name changes - TAL Institutional Management has acquired all CIBC Mellon funds as of December 2000. As a result, all Centaur funds (new name for CIBC Mellon funds) will be listed under the TAL Institutional Management

Previous NameNew Name
CIBC Mellon BalancedCentaur Balanced
CIBC Mellon BondCentaur Bond
CIBC Mellon Canadian EquityCentaur Canadian Equity
CIBC Mellon Global EquityCentaur Global Equity
CIBC Mellon International EquityCentaur International Equity
CIBC Mellon Money MarketCentaur Money Market
CIBC Mellon Smaller CompaniesCentaur Smaller Companies
CIBC Mellon US EquityCentaur US Equity

View the Fund Report for Talvest Fund Management Inc.

Quebec Professionels fund terminated

Effective December 27, 2000, Quebec Professionals American Equity fund has been terminated.

View the Fund Report for Fonds des Professionnels Inc.



Friday, December 22, 2000: New Great-West Life funds

Effective December 12, 2000, Great-West Life Assurance Co. has launched 24 new funds:

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


Friday, December 22, 2000

  • AIM fund manager change
  • AGF fund manager changes
  • New Scotia Mutual funds

AIM fund manager change

Effective December 20, 2000, Jim Young and Bruce Harrop have replaced Rick Serafini as the portfolio manager for the Trimark Discovery fund.

View the Fund Report for AIM Funds Management Inc.


AGF fund manager changes

Effective December 15, 2000, AGF Fund Inc. has announced the following portfolio management changes:

Fund NamePrevious ManagerNew Manager
Global Strategy World OpportunitiesJohn StartzsSteve Way
Global Strat Rothschild Euro PlusChris JenkinsJohn Arnold
Global Strategy Europe Plus RSPChris JenkinsJohn Arnold
Global Strat Roths World Bal RSPChris JenkinsJohn Arnold
Global Strat Rothschild Wrld BalChris JenkinsJohn Arnold
Global Strategy Japan Plus RSPRupert RobinsonSteve Way
Global Strat Rothschild US EquityMark TavelSteve Rogers
Global Strat Rothschild World BondDale ThomasClive Coombs & Scott Colbourne
Global Strategy Rothschild BondDale ThomasClive Coombs & Scott Colbourne
Global Strategy World Bond RSPDale ThomasClive Coombs & Scott Colbourne
Global Strategy Money MarketScott ElphinstoneTristan Sones
Global Strat Roths World Co RSPMontgomert Asset ManagementChris Jenkin
Global Strat Rothschild Wrld CosMontgomert Asset ManagementChris Jenkin
Global Strat Rothschild Wrld EquCapital InternationalRupert Robinson
Global Strategy World Equity RSPCapital InternationalRupert Robinson

View the Fund Report for AGF Funds Inc.


New Scotia Mutual funds

Effective December 15, 2000, Scotia Mutual Funds has launched 12 new funds:

View the Fund Report for Scotia Securities Inc.



Tuesday, December 19, 2000

  • Merrill Lynch fund mergers
  • Northwest fund merger and terminations
  • StrategicNova fund mergers
  • New Phillips, Hager & North funds

Merrill Lynch fund mergers

Effective December 15, 2000, Merrill Lynch Investment Managers Canada Inc. has announced the following fund mergers:

Discontinued FundMerged into
Merrill Lynch Cdn Core Value (1999)Merrill Lynch Cdn Core Value
Atlas Cdn. Small-Cap ValueMerrill Lynch Canadian Small-Cap
Atlas Canadian Emerging GrowthMerrill Lynch Canadian Small-Cap
Atlas Latin American ValueMerrill Lynch Developing Cap Mkt
Atlas Pacific Basin ValueMerrill Lynch Developing Cap Mkt
Atlas World BondMerrill Lynch Canadian Bond
Atlas Cdn. Income and GrowthMerrill Lynch Canadian Balanced Val
Atlas American Advantage ValueMerrill Lynch U.S. Basic Value

View the Fund Report for Merrill Lynch Investment Managers Canada Inc.


Northwest fund merger and terminations

Effective December 15, 2000, Northwest Mutual Funds has announced the following fund mergers and termination of funds:

Discontinued FundMerged into
Northwest DividendNorthwest Balanced

The following 4 funds are terminated as of December 15, 2000:

View the Fund Report for Northwest Mutual Funds Inc.


StrategicNova fund mergers

Effective December 15, 2000, StrategicNova Mutual Funds has announced the following fund mergers:

Discontinued FundMerged into
Navigator Canadian GrowthStrategicNova Canadian Midcap Gwth
Navigator Canadian IncomeStrategicNova Cdn High Yield Bond
Navigator Cdn Focused Gwth PortStrategicNova Canadian Small Cap
Navigator Money MarketStrategicNova Money Market
Nova BondStrategicNova Income
O'Donnell American Sector GrowthStrategicNova U.S. Large Cap Value
O'Donnell Money MarketStrategicNova Money Market
Strategic Value Canadian EquityStrategicNova Cdn Large Cap Value
Strategic Value Cdn Equity ValueStrategicNova Cdn Large Cap Value
Strategic Value Cdn. BalancedStrategicNova Balanced
Strategic Value InternationalStrategicNova World Large Cap
Strategic Value International (US$)StrategicNova World Large Cap
Strategic Value Money MarketStrategicNova Money Market

View the Fund Report for StrategicNova Mutual Funds.


Effective December 7, 2000, Phillips, Hager & North Inv Mgmt has launched 3 new funds :

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



Monday, December 18, 2000

  • Investors Group portfolio manager change
  • CI portfolio manager change
  • Global Strategy portfolio manager changes

Investors Group portfolio manager change

I.G. Investment Management Ltd. has appointed Scott Morrison as the portfolio manager for Investors Summa fund.

View the Fund Report for Investors Group .


CI portfolio manager change

CI Global Advisors LLP has appointed Stephen Waite as the portfolio manager for CI Global Technology Sector fund.

View the Fund Report for CI Mutual Funds .


Global Strategy portfolio manager change

Effective December 15, 2000:

View the Fund Report for Global Strategy Financial Inc (AGF Mgmt Ltd.).



Thursday, December 14, 2000: New Merrill Lynch fund

Effective December 11, 2000, Merrill Lynch Investment Managers Canada Inc. has launched 1 new fund called Merrill Lynch Global Growth RSP.

View the Fund Report for Merrill Lynch Investment Managers Canada Inc.


Friday, December 8, 2000: Dynamic funds renamed

Effective December 8 2000, Dynamic Mutual Funds Ltd. Mutual Funds has announced the following name changes:

Previous NameNew Name
Dynamic Infinity AmericanDynamic Focus Plus American Fund
Dynamic Infinity CanadianDynamic Focus Plus Canadian Fund
Dynamic Infinity Income & GrowthDynamic Focus Plus Income & Growth Fund
Dynamic Infinity T-BillDynamic T-Bill Fund
Dynamic Infinity Wealth ManagementDynamic Wealth Management Fund

View the Fund Report for Dynamic Mutual Funds Ltd.


Friday, December 8, 2000: StrategicNova funds renamed

Effective December 8 2000, StrategicNova Mutual Funds has announced the following name changes:

Previous NameNew Name
Navigator American Value Inv.StrategicNova U.S. Large Cap Value
Navigator Asia PacificStrategicNova Asia-Pacific
Navigator Canada Dominon ResourceStrategicNova Cda Dominion Resource
Navigator European Equity StrategicNova EuroTech
Navigator Japan StrategicNova Japan
Navigator SAMI StrategicNova SAMI
Nova Balanced StrategicNova Balanced
Nova Canadian Equity StrategicNova Canadian Large Cap
Nova International Equity StrategicNova World Large Cap
Nova Short Term StrategicNova Money Market
O'Donnell Balanced StrategicNova Canadian Asset Alloc
O'Donnell Canadian Emerging Gwth StrategicNova Canadian Small Cap
O'Donnell Canadian Large-Cap StrategicNova Canadian Large-Cap Gw
O'Donnell Growth StrategicNova Canadian Midcap Gwth
O'Donnell High Income StrategicNova Cdn High Yield Bond
O'Donnell U.S. High Income (US$) StrategicNova U.S. High Yd Bd (US$)
O'Donnell U.S. Mid-Cap StrategicNova U.S. Mid-Cap Value
O'Donnell U.S. Mid-Cap (US$) StrategicNova U.S. Mid-Cap (US$)
O'Donnell U.S. Mid-Cap RSP StrategicNova U.S. Mid-Cap Val RSP
O'Donnell World Equity StrategicNova World Equity
O'Donnell World Equity RSP StrategicNova World Equity RSP
O'Donnell World Prec. Metals StrategicNova World Prec. Metals
Strategic Value American Eqt (US$) StrategicNova U.S. Lrg Cap Gw (US$)
Strategic Value American Equity StrategicNova U.S. Large Cap Growth
Strategic Value Asia & Emerg (US$) StrategicNova Emerging Market (US$)
Strategic Value Asia & Emerg Mkts StrategicNova Emerging Market
Strategic Value Cdn Small Co. StrategicNova Canadian Midcap Value
Strategic Value Commonwealth StrategicNova Commonwealth Wrld Bal
Strategic Value Commonwealth (US$) StrategicNova Commonwth Wd Bal(US$)
Strategic Value Dividend StrategicNova Canadian Dividend
Strategic Value Europe StrategicNova Europe
Strategic Value Europe (US$) StrategicNova Europe (US$)
Strategic Value Europe RSP StrategicNova Europe RSP
Strategic Value Gbl Balanced RSP StrategicNova World Bal Value RSP
Strategic Value Government Bond StrategicNova Government Bond
Strategic Value Income StrategicNova Income
Strategic Value World Bal (US$) StrategicNova Wd Strat AssetAl(US$)
Strategic Value World Balanced StrategicNova Wld Strat Asset Alloc
Strategic Value World Balanced RSP StrategicNova Wld Strat AssetAl RSP

View the Fund Report for StrategicNova Mutual Funds .


Thursday, December 7, 2000: New Mackenzie funds

Effective December 7, 2000, Mackenzie Financial Corporation has launched 4 new funds :

View the Fund Report for Mackenzie Financial Corporation .


Wednesday, December 6, 2000: New HSBC fund

Effective December 06, 2000, HSBC Investment Funds (Canada) Inc. has launched 1 new fund called HSBC Global Technology.

View the Fund Report for HSBC Investment Funds (Canada) Inc.


Wednesday, December 6, 2000: Acuity fund renamed

Effective December 4 2000, Acuity Funds Ltd. has renamed Clean Environment International Equity Fund to Clean Environment Global Equity Fund.

View the Fund Report for Acuity Funds Ltd.


Tuesday, December 5, 2000: New Thornmark funds

Three Thornmark pooled funds offered by Thornmark Asset Management Inc. are available on globefund.com :

View the Fund Report for Thornmark Asset Management Inc.


Monday, December 4, 2000

  • New BMO funds
  • Dynamic fund name changes
  • CI fund name changes
  • New Merrill Lynch funds

New BMO funds

Effective November 27, 2000, BMO Investments Inc. has launched 13 new funds:

View the Fund Report for BMO Investments Inc. .


Dynamic fund name changes

Effective November 24 2000, Dynamic Mutual Funds Ltd. has announced the following fund mergers:

Discontinued FundMerged Into
Dynamic Global Income & Growth FundDynamic Global Partners Fund
Dynamic Power Canada Fund Dynamic Power Canadian Growth Fund

View the Fund Report for Dynamic Mutual Funds Ltd.


CI fund name changes

Effective December 1, 2000, CI Mutual Funds has announced the following fund mergers and name changes:

Fund Mergers

Discontinued FundMerged Into
BPI Canadian Resource Fund Inc.CI Signature Canadian Resource
CI Canadian Equity Value FundCI Signature Canadian
CI Signature Corporate BondCI Signature High Income
CI Global Small CapCI Signature Global Small Companies
CI Global Small-Cap (US$)CI Signature Global Small Co(US$)
CI Global Small-Cap SectorCI Signature Global Small Companies Sector
CI Global Small-Cap Sector (US$)CI Signature Glo Small Co Sc(US$)

Fund Name changes

Previous NameNew Name
CI Cdn Equity Value SegregatedCI Signature Canadian Segregated
CI Cdn Equity Value Segregated IICI Signature Canadian Segregated II
CI Signature Corporate Bond Seg CI Signature High Income B Seg
CI Signature Corporate Bond Sg IICI Signature High Income B Seg II

View the Fund Report for CI Mutual Funds.


New Merrill Lynch funds

Effective November 30, 2000, Merrill Lynch Investment Managers Canada Inc. has launched 2 new funds:

View the Fund Report for Merrill Lynch Investment Managers Canada Inc.


Friday, December 1, 2000

  • New Franklin Templeton funds
  • Bissett fund name changes
  • Strategic Value Fund terminated

New Franklin Templeton funds

Effective November 27, 2000, Franklin Templeton Investments has launched 24 new funds:

View the Fund Report for Franklin Templeton Investments.


Bissett fund name changes

Franklin Templeton Investments has successfully acquired Bissett & Associates as of October 2000. All Bissett funds (F series) will be listed under Franklin Templeton Investments with the following new names:

View the Fund Report for Franklin Templeton Investments.


Strategic Value Fund terminated

Effective November 24, 2000, Strategic Value Fund has been terminated.

View the Fund Report for StrategicNova Mutual Funds.


Tuesday, November 28, 2000

  • Merrill Lynch fund name changes
  • Templeton company name change
  • New First Trust funds
  • ING Direct fund name & manager changes
  • New Investors Group funds
  • Ethical Funds portfolio manager changes

Merrill Lynch fund name changes

Effective November 27 2000, Merrill Lynch Asset Management has announced the following name changes:

Previous NameNew Name
Merrill Lynch Canadian Core ValueMerrill Lynch Cdn Core Value (1999)
Merrill Lynch Canadian Large Cap ValueMerrill Lynch Cdn Core Value

View the Fund Report for Merrill Lynch Investment Managers Canada Inc.


Templeton company name change

Effective November 27 2000, Templeton Management Ltd. has announced a company name change to Franklin Templeton Investments.

View the Fund Report for Franklin Templeton Investments.


New First Trust funds

Effective November 27, 2000, First Trust Portfolios has launched 4 new funds:

View the Fund Report for First Trust Portfolios.


ING Direct fund name & manager changes

Effective November 27 2000, ING Direct Funds Limited has announced the following name changes:

Previous NameNew Name
ING CanadianING Direct Canadian
ING AmericanING Direct American
ING Global Brand NameING Direct Global Brand Name

In addition, Patrick Roy has replaced Christian Langevin on September 22, 2000 as the portfolio manager for ING Direct Canadian fund.

View the Fund Report for ING Direct Funds Limited.


New Investors Group funds

Effective November 27, 2000, Investors Group has launched 4 new funds:

View the Fund Report for Investors Group.


Ethical Funds portfolio manager changes

Effective October 1, 2000, Ethical Funds Inc. announced the appointment of Greystone Managed Investments Inc. of Regina and Dresdner RCM Global Investors LLC of San Francisco as the portfolio managers for the Ethical Balanced Fund.

Effective October 16, 2000, Ethical Funds Inc. announced the appointment of Alliance Capital Management Canada, Inc. as the portfolio manager for the Ethical Pacific Rim Fund.

View the Fund Report for Ethical Funds Inc. .



Monday, November 27, 2000

  • Talvest funds renamed
  • New Northwest fund

Talvest funds renamed

Effective November 24 2000, Talvest Fund Management Inc. has renamed three of their funds:

Previous NameNew Name
Talvest FPX Balanced - Class ATalvest FPX Balanced - Class C
Talvest FPX Growth - Class ATalvest FPX Growth - Class C
Talvest FPX Income - Class ATalvest FPX Income - Class C

View the Fund Report for Talvest Fund Management Inc.

New Northwest fund

Effective November 24, 2000, Northwest Mutual Funds Inc. has launched 1 new fund called Northwest Specialty Innovations fund.

View the Fund Report for Northwest Mutual Funds Inc.


Thursday, November 23, 2000: New Talvest funds

Effective November 22, 2000, Talvest Fund Management Inc.has launched 4 new funds:

View the Fund Report for Talvest Fund Management Inc.


Thursday, November 23, 2000: AGF management changes

Effective November 20, 2000, AGF Fund Inc. has announced the following portfolio management changes:

Fund NamePrevious ManagerNew Manager
Global Strategy Canadian OpportunitiesJohn StartzsGerard Ferguson
Global Strategy Canadian Small CapJohn StartzsGerard Ferguson
Global Strategy Canadian CompaniesRichard WernhamMartin Hubbes
Global Strategy Growth & IncomeRichard WernhamMartin Hubbes
Global Strategy Canada GrowthTony MassieJoel Raby
Global Strategy Income PlusTony MassieChristine Hughes
Global Strategy Gold PlusTony MassieBob Farquharson

View the Fund Report for AGF Funds Inc.


Wednesday, November 22, 2000: New BMO fund

Effective November 20, 2000, BMO Investments Inc. has launched 1 new fund:
BMO AIR MILES Money Market.

View the Fund Report for BMO Investments Inc.


Tuesday, November 21, 2000

  • Marathon funds merge with Northwest
  • Hillsdale fund renamed

Marathon funds merge with Northwest

Effective September 2000, Marathon Mutual Funds Inc. has merged with Northwest Mutual Funds Inc. All Marathon funds will be listed under Northwest Mutual Fund with the following new names:

Previous NameNew Name
Marathon EquityNorthwest Specialty Equity
Marathon ResourceNorthwest Specialty Resource
Marathon Plus Aggressive GrowthNorthwest Specialty Aggressive Growth
Marathon Plus MomentumNorthwest Specialty Momentum
Marathon Perf. Large Cap CdnNorthwest/Marathon Perf Lrg Cap Cdn
Marathon Perf. Large Cap USNorthwest/Marathon Perf Lrg Cap US
Marathon Perf. Canadian BalancedNorthwest/Marathon Perf. Cdn. Bal
Marathon Perf. Canadian 60Northwest/Marath Performance Cdn 60
Marathon Perf. North American Long ShortNorthwest/Marath Nrth Am Long-Short
Marathon Perf. Canadian Cash ManagerNorthwest/Marath Perf. Cdn Cash Mgr

View the Fund Report for Northwest Mutual Funds Inc.

Hillsdale fund renamed

Effective November 20, 2000, Hillsdale Investment Mgmt Inc. has renamed Hillsdale L.S. American Equ (US$) Fund to Hillsdale US Market Neutral Eq(US$) Fund.

View the Fund Report for Hillsdale Investment Mgmt Inc.


Friday, November 17, 2000: New First Trust funds

Effective November 16, 2000, First Trust Portfolios has launched 2 new funds:

View the Fund Report for First Trust Portfolios.


Wednesday, November 15, 2000

  • New Standard Life funds
  • New Sentry Select funds
  • Northwest fund name change

New Standard Life funds

Standard Life has launched 22 new segregated funds:

View the Fund Report for Standard Life.

New Sentry Select funds

Effective November 15 , 2000, Sentry Select Capital Corp. has launched 2 new funds:

View the Fund Report for Sentry Select Capital Corp.

Northwest fund name change

Effective November 13, 2000, Northwest Mutual Funds Inc. has renamed Northwest Income Fund to Northwest Specialty High Yield Bond Fund.

View the Fund Report for Northwest Mutual Funds Inc.


Friday, November 10, 2000: Loring Ward company name change

Effective October 1, 2000, Loring Ward Invest Counsel Ltd. has changed its company name to Assante Asset Management Ltd.

View the Fund Report for Assante Asset Management Ltd.


Thursday, November 9, 2000: New Integra funds

Effective November 8, 2000, Integra Capital Management Corp. has announced the following name changes:

Previous NameNew Name
Integra Global Life Cycle Gwt AllocIntegra Growth Allocation
Integra Global Life Cycle Cons AllocIntegra Conservative Allocation
Integra Global Life Cycle Strat AllIntegra Strategic Allocation

View the Fund Report for Integra Capital Management Corp.


Wednesday, November 8, 2000: New National Life funds

Effective November 8, 2000, National Life has launched 4 new funds:

View the Fund Report for National Life Funds.


Tuesday, November 7, 2000

  • Mackenzie fund mergers
  • StrategicNova Mutual Funds

Mackenzie fund mergers

Effective November 3, 2000, Mackenzie Financial Corporation has announced the following fund mergers:

Discontinued FundsMerged Into
Industrial AmericanUniversal U.S. Blue Chip
Industrial American (US$)Universal U.S. Blue Chip (US$)
Industrial Mortgage SecuritiesIndustrial Yield Advantage
Mackenzie Sentinel GlobalUniversal International Stock

View the Fund Report for Mackenzie Financial Corporation.

StrategicNova Mutual Funds

Effective November 6, 2000, all Strategic Value, O'Donnell, Nova and Navigator funds will be grouped under a new company named StrategicNova Mutual Funds.

View the Fund Report for StrategicNova Mutual Funds.


Monday, November 6, 2000

  • New Merrill Lynch funds
  • AIM fund manager change


New Merrill Lynch funds

Effective November 6, 2000, Merrill Lynch Investment Managers Canada Inc. has launched 2 new funds:

View the Fund Report for Merrill Lynch Investment Managers Canada Inc.

AIM fund manager change

Effective November 1, 2000, Henry Chan and Anna Tong of AIM Funds Management Inc. replaced Pamela Chan and Robert Lloyd George to assume responsibility for managing the Trimark Indo-Pacific Fund.

View the Fund Report for AIM Funds Management Inc.


Friday, November 3, 2000: CIBC fund name changes

Effective November 3, 2000, CIBC Securities Inc. has announced the following name changes:

Previous NameNew Name
CIBC APRS Secure Income Port.-650CIBC APRS Conserv Income Port.-650
CIBC IPRS Secure Income Port.-670CIBC IPRS Conserv Income Port.-670
CIBC PRS Secure Income Port.-630CIBC PRS Conserv Income Port.-630

View the Fund Report for CIBC Securities Inc.


Friday, November 3, 2000

  • Misc. fund name changes
  • New Artisan funds
  • New Perigee fund


Misc. fund name changes

Effective November 1, 2000, Phillips, Hager & North Inv Mgmt has announced the following name changes:

Previous NameNew Name
PH & N Global Equity Trust FundPH & N Global Equity Pension Trust Fund
PH & N Canadian Equity Plus FundPH & N Canadian Growth Fund

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


Effective November 1, 2000, Talvest Fund Management Inc. has renamed Talvest Cdn. Equity Value Fund to Talvest Cdn. Leaders Fund.
View the Fund Report for Talvest Fund Management Inc.


Effective November 1, 2000, AIM Funds Management Inc. has renamed AIM Canada Value Class Fund to AIM Canadian First Class Fund.
View the Fund Report for AIM Funds Management Inc.


New Artisan funds

Effective November 1, 2000, Loring Ward Invest Counsel Ltd. has launched 2 new funds:

View the Fund Report for Loring Ward Invest Counsel Ltd.


New Perigee fund

Effective October 30, 2000, Perigee Investment Counsel Inc. has launched 1 new fund called Perigee Legg Mason U.S. Value.

View the Fund Report for Perigee Investment Counsel Inc.



Thursday, November 2, 2000

  • CI fund name changes
  • New AIM funds
  • Artisan fund name changes


CI fund name changes

Effective November 1, 2000, CI Mutual Funds has announced the following name changes:

Previous NameNew Name
CI AmericanCI Landmark American
CI American SegregatedCI Landmark American Segregated
CI American GIFCI Landmark American GIF
CI American RSPCI Landmark American RSP
CI American RSP GIFCI Landmark American RSP GIF
CI American Sector SharesCI Landmark American Sector Shares
CI Signature Dividend EquityCI Signature Select Canadian
CI Signature Dividend Equity SegCI Signature Select Canadian Seg
CI Signature Dividend Equity Seg IICI Signature Select Canadian Seg II

View the Fund Report for CI Mutual Funds.


New AIM funds

Effective November 1, 2000, AIM Funds Management Inc. has launched 6 new funds:

View the Fund Report for AIM Funds Management Inc.


Artisan fund name changes

Effective November 1, 2000, Loring Ward Invest Counsel Ltd. has announced the following name changes:

Previous NameNew Name
Artisan Global Fixed Income PortfolioArtisan RSP Global Advantage Port.
Artisan Aggressive PortfolioArtisan Growth Portfolio
Artisan RSP Aggressive PortfolioArtisan RSP Growth Portfolio
Artisan Most Aggressive PortfolioArtisan High Growth Portfolio
Artisan RSP Most Aggressive PortfolioArtisan RSP High Growth Portfolio
Artisan International Equity PortfolioArtisan Maximum Growth Portfolio
Artisan Canadian Equity PortfolioArtisan RSP Maximum Growth Port.

View the Fund Report for Loring Ward Invest Counsel Ltd.



Wednesday, November 1, 2000

  • Lion fund name changes
  • North West Life company name change
  • North West Life fund name changes


Lion Funds Management fund name changes

Effective October 27, 2000, Lion Funds Management Inc. has announced the following name changes:

Previous NameNew Name
Lion Global Knowledge IndustriesYorkton Health Sciences
Lion Knowledge IndustriesYorkton Knowledge Industries

View the Fund Report for Lion Funds Management Inc.


North West Life company name change and fund name changes

Effective September 1, 2000, North West Life Insurance has renamed to Industrial Alliance Pacific Life Insurance Company (IAP).

In addition, the funds have renamed as follows:

Previous NameNew Name
North-West Life Ecflx ABS Cdn EquIAP Ecflx ABS Cdn Equ
North-West Life Ecflx ISS Int'l AdvIAP Ecflx ISS Int'l Adv
North-West Life Ecflx LFS Glo EquIAP Ecflx LFS Glo Equ
North-West Life Ecflx PFS Asian PacIAP Ecflx PFS Asian Pac
North-West Life Ecflx USS US Ad/DAQIAP Ecflx USS US Ad/DAQ
North-West Life Ecoflex AIAP Ecoflex A
North-West Life Ecoflex AFI StksIAP Ecoflex AFI Stks
North-West Life Ecoflex BIAP Ecoflex B
North-West Life Ecoflex BBS BondsIAP Ecoflex BBS Bonds
North-West Life Ecoflex DIAP Ecoflex D
North-West Life Ecoflex DO Div OppIAP Ecoflex DO Div Opp
North-West Life Ecoflex DS Div SecIAP Ecoflex DS Div Sec
North-West Life Ecoflex EIAP Ecoflex E
North-West Life Ecoflex GIAP Ecoflex G
North-West Life Ecoflex HIAP Ecoflex H
North-West Life Ecoflex IIAP Ecoflex I
North-West Life Ecoflex KFI EuropeIAP Ecoflex KFI Europe
North-West Life Ecoflex MIAP Ecoflex M
North-West Life Ecoflex NIAP Ecoflex N
North-West Life Ecoflex NFI Cdn GrIAP Ecoflex NFI Cdn Gr
North-West Life Ecoflex RIAP Ecoflex R
North-West Life Ecoflex SIAP Ecoflex S
North-West Life Ecoflex TIAP Ecoflex T
North-West Life Ecoflex UIAP Ecoflex U
North-West Life Ecoflex VIAP Ecoflex V
North-West Life Ecoflx 'ANL' StkIAP Ecoflx 'ANL' Stk
North-West Life Ecoflx 'BNL' BdIAP Ecoflx 'BNL' Bd
North-West Life Ecoflx 'DNL' DiversIAP Ecoflx 'DNL' Divers

View the Fund Report for Industrial Alliance Pacific Life Insurance Company.


Tuesday, October 31, 2000

  • New AIC funds
  • New Imperial Life funds


New AIC funds

Effective October 30, 2000, AIC Limited has launched 9 new funds:

View the Fund Report for AIC Limited.


New Imperial Life funds

Effective October 30, 2000, Imperial Life Finacial has launched 12 new segregated funds:

View the Fund Report for Imperial Life Financial.


Thursday, October 26, 2000

  • New Mackenzie funds
  • New Guardian funds


New Mackenzie funds

Effective October 26, 2000, Mackenzie Financial Corporation has launched 32 new funds:

View the Fund Report for Mackenzie Financial Corporation.


New Guardian funds

Effective October 26, 2000, Guardian Mutual Funds has launched 5 new funds:

View the Fund Report for Guardian Mutual Funds.


Monday, October 23, 2000: New Dynamic funds

Effective October 23, 2000, Dynamic Mutual Funds Ltd. has launched 3 new funds:

View the Fund Report for Dynamic Mutual Funds Ltd.


Friday, October 20, 2000: Investors Group fund name changes

Effective October 19, 2000, Investors Group has announced the following name changes:

Previous NameNew Name
Investors N.A. High-Yield BondInvestors Cdn High-Yield Income
Investors SpecialInvestors U.S. Large Cap Growth
Investors U.S. GrowthInvestors U.S. Large Cap Value
Investors U.S. Growth RSPInvestors U.S. Large Cap Value RSP

View the Fund Report for Investors Group.


Wednesday, October 18, 2000: New National Bank funds

Effective October 18, 2000, National Bank Mutual Funds has launched 5 new funds:

View the Fund Report for National Bank Mutual Funds.


Tuesday, October 17, 2000: New Clarington funds

Effective October 5, 2000, ClaringtonFunds Inc. has launched 6 new funds:

View the Fund Report for ClaringtonFunds Inc.


Friday, October 13, 2000

  • New Co-operators funds
  • Portfolio Management Change for Sceptre Global Equity Fund


Friday, October 13, 2000, 2000: New Co-operators funds

Effective October 12, 2000, Co-operators Mutual Funds Limited has acquired Associate Investors Fund and renamed to Co-operators Cdn Conser Focused Equ.

Also, effective October 4, 2000, Co-operators Mutual Funds Limited has launched 8 new funds:

View the Fund Report for Co-operators Mutual Funds.


Portfolio Management Change for Sceptre Global Equity Fund

Effective October 13, 2000, Putnam Advisory Company replaced Lennox J.D. McNeedy as the investment advisory team for Sceptre Global Equity fund.

View the Fund Report for Sceptre Investment Counsel Ltd.


Thursday, October 12, 2000

  • Atlas fund name changes
  • New Fonds des Professionnels Inc. fund
  • New Counsel Wealth Management funds
  • New AIM Funds Management Inc. funds


Atlas fund name changes

Effective October 12, 2000, Atlas Mutual Funds has announced the following name changes:

Previous NameNew Name
Atlas Amer. Large Cap GrowthMerrill Lynch U.S. Fundamental Gwth
Atlas American Money Mkt (US$)Merrill Lynch U.S. Money Mkt (US$)
Atlas American R.S.P. Index Merrill Lynch U.S. RSP Index
Atlas Canadian Balanced Merrill Lynch Select Cdn Balanced
Atlas Canadian Bond Merrill Lynch Canadian Bond
Atlas Canadian High Yield BondMerrill Lynch Cdn High Yield Bond
Atlas Canadian Income TrustMerrill Lynch Canadian Income Trust
Atlas Canadian Large Cap GrowthMerrill Lynch Canadian Growth
Atlas Canadian Large Cap ValueMerrill Lynch Cdn Large Cap Value
Atlas Canadian Money MarketMerrill Lynch Cdn Money Market
Atlas Canadian T-BillMerrill Lynch Canadian T-Bill
Atlas Cdn. Small-Cap GrowthMerrill Lynch Canadian Small-Cap
Atlas European ValueMerrill Lynch Euro
Atlas Global ValueMerrill Lynch Select Global Value
Atlas Global Value RSPMerrill Lynch Sel Global Value RSP
Atlas Int'l Emerging Mkts. GwthMerrill Lynch Developing Cap Mkt
Atlas Int'l Large-Cap GrowthMerrill Lynch Select Int'l Growth
Atlas Int'l Large-Cap Growth RSPMerrill Lynch Select Int'l Gwth RSP
Atlas Int'l R.S.P. IndexMerrill Lynch Int'l RSP Index
Merrill Lynch Canadian BalancedMerrill Lynch Canadian Balanced Val

All Atlas funds will be listed on globefund.com under Merrill Lynch Asset Mgmt. Group, Canada.

View the Fund Report for Merrill Lynch Investment Managers Canada Inc.


New Fonds des Professionnels Inc. fund

Effective September 29, 2000, Fonds des Professionnels Inc. has launched the Quebec Professionals American Index fund

View the Fund Report for Fonds des Professionnels Inc.


New Counsel Wealth Management funds

Effective October 03, 2000, Counsel Wealth Management has launched 5 new funds:

View the Fund Report for Counsel Wealth Management


New AIM Funds Management Inc. funds

Effective October 10, 2000, AIM Funds Management Inc. has launched 2 new funds:

View the Fund Report for AIM Funds Management Inc.


Wednesday, October 11, 2000, 2000: New Maestral funds

Effective October 11, 2000, 2000, Maestral has launched 10 new funds:

View the Fund Report for Maestral funds.


Tuesday, October 10, 2000

  • Canada Trust funds and TD Funds merge
  • AIM and Trimark fund changes


Canada Trust funds and TD Funds merge

October 6, 2000, TD Green Line Family of No-Load Mutual Funds and the Canada Trust Mutual Fund Family were successfully combined to form TD Mutual Funds. The following fund names, fund merger and new funds are all part of the integration.

Previous NameNew Name
Canada Trust AmeriGrowthTD AmeriGrowth RSP
Canada Trust AsiaGrowthTD AsiaGrowth RSP
Canada Trust BalancedTD Balanced
Canada Trust Balanced IndexTD Balanced Index
Canada Trust Canadian Bond IndexTD Canadian Bond Index
Canada Trust Dividend IncomeTD Dividend Income
Canada Trust EuroGrowthTD EuroGrowth RSP
Canada Trust Global Asset AllocationTD Global Asset Allocation
Canada Trust GlobalGrowth TD GlobalGrowth RSP
Canada Trust High Yield Income TD High Yield Income
Canada Trust International Equity TD International Equity
Canada Trust International Equity (US$) TD International Equity (US$)
Canada Trust International Equity Index TD International Equity Index
Canada Trust International Equity Index -e TD International Equity Index-e
Canada Trust Monthly Income TD Monthly Income
Canada Trust Mortgage TD Mortgage
Canada Trust North American Equity TD North American Equity
Canada Trust Premium Money Market TD Money Market Plus
Canada Trust Short Term Bond TD Short Term Bond
Canada Trust Special Equity TD Special Equity
Canada Trust Stock TD Canadian Stock
Canada Trust U.S. Equity TD U.S. Equity
Canada Trust U.S. Equity (US$) TD U.S. Equity (US$)
Green Line Asian Growth TD Asian Growth
Green Line Balanced Growth TD Balanced Growth
Green Line Balanced Income TD Balanced Income
Green Line Blue Chip Equity TD Canadian Blue Chip Equity
Green Line Blue Chip Equity (US$) TD U.S. Blue Chip Equity (US$)
Green Line Canadian Bond TD Canadian Bond
Green Line Canadian Equity TD Canadian Equity
Green Line Canadian Government Bond Index TD Canadian Gov Bond Index
Green Line Canadian Government Bond Index -e TD Canadian Gov Bond Index - e
Green Line Canadian Index - A TD Canadian Index
Green Line Canadian Index - e TD Canadian Index - e
Green Line Canadian Money Market TD Canadian Money Market
Green Line Canadian Small-Cap Equity TD Canadian Small-Cap Equity
Green Line Canadian T-Bill TD Canadian T-Bill
Green Line Dividend TD Dividend Growth
Green Line Dow Jones Industrial Average Index TD Dow Jones Average Index
Green Line Dow Jones Industrial Average Index (US$) TD Dow Jones Avg Index (US$)
Green Line Dow Jones Industrial Average Index (US$)-e TD Dow Jones Avg Index (US$)-e
Green Line Dow Jones Industrial Average Index -e TD Dow Jones Average Index - e
Green Line Emerging Markets TD Emerging Markets
Green Line Energy TD Energy
Green Line Entertainment & Communications TD Entertainment & Communications
Green Line Entertainment & Communications (US$) TD Entertainment & Communicat (US$)
Green Line European Growth TD European Growth
Green Line European Index TD European Index
Green Line European Index -e TD European Index - e
Green Line Global Gov't Bond TD Global Government Bond
Green Line Global RSP Bond TD Global RSP Bond
Green Line Global Select TD Global Select
Green Line Global Select RSP TD Global Select RSP
Green Line Health Sciences TD Health Sciences
Green Line Health Sciences (US$) TD Health Sciences (US$)
Green Line International Equity TD International Growth
Green Line International RSP Index TD International RSP Index
Green Line International RSP Index -e TD International RSP Index - e
Green Line Japanese Growth TD Japanese Growth
Green Line Japanese Index TD Japanese Index
Green Line Japanese Index -e TD Japanese Index - e
Green Line Latin American Growth TD Latin American Growth
Green Line Latin American Growth -e TD Latin American Growth (US$)
Green Line Nasdaq RSP Index TD Nasdaq RSP Index
Green Line Nasdaq RSP Index -e TD Nasdaq RSP Index - e
Green Line Precious Metals TD Precious Metals
Green Line Premium Money Market TD Premium Money Market
Green Line Real Return Bond TD Real Return Bond
Green Line Resource TD Resource
Green Line Science & Technology TD Science & Technology
Green Line Science & Technology -e TD Science & Technology (US$)
Green Line Science & Technology RSP TD Science & Technology RSP
Green Line Short Term Income TD Short Term Monthly Income
Green Line U.S. Blue Chip Equity TD U.S. Blue Chip Equity
Green Line U.S. Blue Chip Equity RSP TD U.S. Blue Chip Equity RSP
Green Line U.S. Index TD U.S. Index
Green Line U.S. Index (US$) TD U.S. Index (US$)
Green Line U.S. Index (US$) -e TD U.S. Index (US$) - e
Green Line U.S. Index -e TD U.S. Index - e
Green Line U.S. Mid-Cap Growth TD U.S. Mid-Cap Growth
Green Line U.S. Mid-Cap Growth (US$) TD U.S. Mid-Cap Gwth (US$)
Green Line U.S. Money Market ($U.S.) TD U.S. Money Market (US$)
Green Line U.S. RSP Index TD U.S. RSP Index
Green Line U.S. RSP Index -e TD U.S. RSP Index - e
Green Line U.S. Small Cap Equity TD U.S. Small Cap Equity
Green Line U.S. Small Cap Equity (US$) TD U.S. Small Cap Equity (US$)
Green Line ValueTD Canadian Value

Effective October 10,2000, TD Asset Management announced the following fund mergers.

Discontinued FundsFund Merge Into
Canada Trust Alliance Balanced Port TD FundSmart Mng In&Md Gw Port-Inv
Canada Trust Alliance Cdn Gwth Port TD FundSmart Mng Bal Gwth Port-Inv
Canada Trust Alliance Inc Gwth Port TD FundSmart Mng Income Port - Inv
Canada Trust Alliance RSP Bal Port TD FundSmart Mng I&MdG RSP Port-Inv
Canada Trust Alliance RSP Cdn Gw Po TD FundSmart Mng BalG RSP Port-Inv
Canada Trust Alliance RSP Inc Gw Po TD FundSmart Mng Inc RSP Port - Inv
Canada Trust Alliance RSP Wrld Gwth TD FundSmart Mng Aggr RSP Port-Inv
Canada Trust Alliance World Gw Port TD FundSmart Mng Aggr Gro Port-Inv
Canada Trust Balanced Portfolio TD Managed In&Md Gro Portfolio-Inv
Canada Trust Bond-Inv TD Canadian Bond
Canada Trust Canadian Growth Port. TD Managed Bal Gro Portfolio - Inv
Canada Trust Cdn. Equity Index-Inv TD Canadian Index - A
Canada Trust Conser Income Port. TD Managed Inc RSP Portfolio - Inv
Canada Trust Emerging Mkt-Inv TD Emerging Markets
Canada Trust Income Growth Port. TD Managed Inc Portfolio - Inv Ser
Canada Trust Income Portfolio TD Managed Inc RSP Portfolio - Inv
Canada Trust International Bond-Inv TD Global RSP Bond
Canada Trust Money Market-Inv TD Canadian Money Market
Canada Trust Retirement Bal-Inv TD Balanced Income
Canada Trust RSP Balanced Portfolio TD Managed In&Md RSP Portfolio-Inv
Canada Trust RSP Cdn Growth Port TD Managed BalGr RSP Portfolio-Inv
Canada Trust RSP Income Growth Port TD Managed Inc RSP Portfolio - Inv
Canada Trust RSP World Gwth Port TD Managed AggrG RSP Portfolio-Inv
Canada Trust U.S. Equity Index-Inv TD U.S. Index - A
Canada Trust World Growth Portfolio TD Managed Aggr Gro Portfolio - Inv
Green Line Monthly Income TD Monthly Income
Green Line Mortgage TD Mortgage
Green Line Mortgage-Backed TD Mortgage

New funds

New MAP Funds

View the Fund Report for TD Asset Management.


AIM and Trimark fund changes

Effective October 10, 2000, all Trimark funds will be list under AIM Funds Management Inc.

View the Fund Report for AIM Funds Management Inc.


Wednesday October 4, 2000: Our New Look

As you'll notice, we've taken the time to add a new logo and navigation design to globefund.com.

The black navigation bar at the top and bottom of every page has quick links to the most popular features on globefund.com.

The top level of navigation now contains a "Web Centre Site Index" with a list of the globeandmail.com Web Centre sites you can visit. Select a site from the list and click Go.

If you have set up a Stocklist to track your stocks or visit globeinvestor.com for stock market information, use the "Web Centre Site Index" located at the top right of any page to access it. Select "globeinvestor" under "INVESTING" and click the red Go button. The globeinvestor.com home page will appear. You can click "Stocklist" on the black bar at the top of the page to view your Stocklist.

Comments, suggestions, and (we hope) compliments about our new design are most welcome. E-mail any and all thoughts to globefund@globeinteractive.com and we'll do our best to respond to each of you.

Thank you.

The globefund.com Web Team


Tuesday, October 3, 2000

  • New Mulvihill fund
  • Guardian funds terminated


New Mulvihill fund

Effective October 2, 2000, Mulvihill Capital Management has launched Mulvihill Premium Canadian Income fund.

View the Fund Report for Mulvihill Capital Management.


Guardian funds terminated

Effective September 29, 2000, the Classic Unit versions of the following funds have be closed. All units were moved to the Mutual Fund Unit FE version. Consequently, daily prices for these funds will no longer be listed on globefund.com:

View the Fund Report for Guardian Mutual Funds.


Monday, October 2, 2000: Industrial Alliance fund closed

Effective September 30, 2000, Industrial Alliance Fund O - Bonds, Series 2, is closed. Consequently, daily prices for this fund will no longer be listed on globefund.com.

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


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