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Globe Portfolio

Noteworthy: January - March, 2001


Friday, March 30, 2001: First Trust funds Terminated

Effective March 30, 2001, the following 3 First Trust funds have been terminated:

View the Fund Report for First Trust Portfolios.


Thursday, March 22, 2001: New Barclays iUnits

Effective March 20, 2001, Barclays Global Investors Canada Ltd. has launched 2 new units:

View the Fund Report for Barclays Global Investors Canada Ltd.


Wednesday, March 21, 2001: CI portfolio manager changes

Effective March 21, 2001, CI Mutual Funds announces the following portfolio manager changes:

Fund NamePrevious ManagerNew Manager
CI Canadian GrowthJohn ZechnerEric Bushell
CI Canadian IncomeJohn ZechnerEric Bushell
CI Canadian Income GIFJohn ZechnerEric Bushell
CI Canadian Sector SharesJohn ZechnerEric Bushell
CI Canadian BalancedJohn ZechnerWally Kusters

View the Fund Report for CI Mutual Funds.


Thursday, March 15, 2001: PH&N fund merger

Effective March 9, 2001, Phillips, Hager & North Ltd. has merged PH & N Euro-Pacific Equity into PH & N Overseas Equity.

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


Friday, March 2, 2001

New Triax funds

Effective March 1, 2001, Triax Capital Management has launched 2 new labour sponsor funds:

View the Fund Report for Triax Capital Holdings Ltd.

New 360 Capital funds

Effective March 1, 2001, 360 Capital Corp. has launched 2 series of labour sponsor fund:

View the Fund Report for 360 Capital Corp.


Thursday, March 1, 2001: Georgian funds terminated

Effective March 1, 2001, the following 3 Georgian Capital funds has been terminated:

View the Fund Report for Georgian Capital Partners Inc.


Thursday, February 15, 2001: New Ensemble funds

Effective February 15, 2001, Ensemble Portfolio has launched 6 new funds:

View the Fund Report for Ensemble Portfolio.


Thursday, February 1, 2001

New R Group funds

Effective January 11, 2001, R Group of Funds has launched 5 new funds:

View the Fund Report for R Group of Funds.

New Working Ventures funds

Effective January 29, 2001, Working Ventures Investment Service Inc. has launched Working Ventures II Tech Fund Inc.

View the Fund Report for Working Ventures Investment Service Inc.


Wednesday, January 31, 2001

New AGF funds

Effective January 31, 2001, AGF Funds Inc. has launched AGF RSP MultiManager Fund.

View the Fund Report for AGF Funds Inc.


New Mackenzie funds

Effective January 31, 2001, Mackenzie Financial Corporation has launched Mackenzie Alternative Strategies Fund.

View the Fund Report for Mackenzie Financial Corporation.


New Jones Heward funds

Effective January 29, 2001, Jones Heward Investment Counsel Inc. has launched Jones Heward RSP American Fund.

View the Fund Report for Jones Heward Investment Counsel Inc.



Friday, January 26, 2001: New Franklin Templeton funds

Effective January 24, 2001, Franklin Templeton Investments has launched 3 new funds:

View the Fund Report for Franklin Templeton Investments.


Wednesday, January 24, 2001

New AIM funds

Effective January 23, 2001, AIM Funds Management Inc. has launched 5 new funds:

View the Fund Report for AIM Funds Management Inc.


New iPerformance funds

Effective January 1, 2001, iPerformance Fund Corp. has launched 4 new hedge funds:

View the Fund Report for iPerformance Fund Corp.



Tuesday, January 23, 2001

New Lutheran Life funds

Effective January 22, 2001, Lutheran Life Ins. Soc of Can. has launched 3 new segregated funds:

View the Fund Report for Lutheran Life Ins. Soc of Can.


New Clarica funds

Effective January 1, 2001, Clarica Mutual Funds has launched 15 new funds:

View the Fund Report for Clarica Mutual Funds.



Friday, January 19, 2001: Phillips, Hager & North Inv Mgmt fund renamed

Effective December 12, Phillips, Hager & North Inv Mgmt has renamed PH&N North American Equity Fund to PH&N U.S. Growth Fund.

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


Wednesday, January 17, 2001

New Globefund Feature

globefund.com is pleased to announce that we now track over 150 indexes. The indices available on globefund.com range from various world benchmark indexes to the TSE 300 and the TSE 300's 14 separate sub-indices. You can compare the returns of your mutual funds to any of these benchmark indexes. Here's how:

  1. Chart your fund against an index: Click Charts on the black bar at the top of any globefund.com page. You will be prompted to select a fund to chart and will be given the option of comparing your fund to an index.
  2. Add an index to your fundlist: You can see at-a-glance how the funds in your fundlist are performing against an index by simply adding that index to your fundlist. To do this, select Create/Update under the Fundlist heading on the left side of the home page. This takes you to a screen where there is an option labelled Adding an index to Your Fundlist. Select one of the indexes from the pull-down list, and click Add an Index to Fundlist.

    Click View Your Fundlist on the globefund.com home page to view your fundlist. To evaluate the performance of your funds in this calendar month, as example, go to the Short-term report and click the column heading MTD %. Your funds will be sorted in ascending order. Funds listed above a particular index have so far outperformed the index for the calendar month (their return is greater than that of the index). Funds listed below a particular index have a return less than that of the index.

For descriptions of all the new indexes, click here.

New Industrial Life funds

Effective December 29, 2000, Industrial Alliance Life Ins. Co has launched 7 new funds:

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

New Industrial Pacific funds

Effective December 29, 2000, Industrial Alliance Pacific Life Insurance has launched 6 new funds:

View the Fund Report for Industrial Alliance Pacific Life Insurance.

New Altamira funds

Effective January 17, 2001, Altamira Investment Services Inc. has launched 5 new funds:

View the Fund Report for Altamira Investment Services Inc.


Tuesday, January 16, 2001

Talvest fund name changes

Effective January 16, 2001, Talvest Fund Management Inc. has renamed the following funds:

Previous NameNew Name
Talvest Global Multi ManagementTalvest Global Multi Management
Talvest Global Multi Management RSPTalvest Global Multi Management RSP

View the Fund Report for Talvest Fund Management Inc.

New Iris funds

Effective December 11, 2001, IRIS Group of Funds has launched 2 new funds:

View the Fund Report for IRIS Group of Funds.

New Tip Investment funds

Effective January 15, 2001, Tip Investment Advisors Ltd. has launched 2 new funds:

View the Fund Report for Tip Investment Advisors Ltd.

Mackenzie funds renamed & new

Effective January 16, 2001, Mackenzie Financial Corporation has launched 4 new funds:

Effective December 22, 2000, Mackenzie Financial Corporation has renamed the following funds:

Previous NameNew Name
Industrial Bond Mackenzie Bond
Ivy MortgageMackenzie Mortgage
Industrial Yield AdvantageMackenzie Yield Advantage
Industrial Cash ManagementMackenzie Cash Management
Industrial Short-Term Mackenzie Money Market
Universal US Money MarketMackenzie US Money Market

View the Fund Report for Mackenzie Financial Corporation .


Monday, January 15, 2001

New Quadrus funds

Effective January 15, 2001, Quadrus Investment Services Ltd. has launched 18 new funds:

View the Fund Report for Quadrus Investment Services Ltd.

New Royal funds

Effective January 15, 2001, Royal Mutual Funds Inc. has launched 8 new funds:

View the Fund Report for Royal Mutual Funds Inc.

New Desjardins funds

Effective January 24, 2001, Fiducie Desjardins has launched 2 new funds:

View the Fund Report for Fiducie Desjardins.

New Synergy funds

Effective November 30, 2000, Synergy Asset Management Inc. has launched 6 new funds:

View the Fund Report for Synergy Asset Management Inc.


Thursday, January 11, 2001

New Keystone funds

Effective January 11 2001, KEYSTONE (MRS) has launched 8 new funds:

View the Fund Report for KEYSTONE (MRS).

New Ethical funds

Effective January 8, 2001, Ethical Funds Inc. has launched 3 new portfolio funds:

View the Fund Report for Ethical Funds Inc .


Wednesday, January 10, 2001: New Lion Funds Management fund

Effective December 23, 2000, Lion Funds Management Inc. has launched EnerVest Natural Resources fund.

View the Fund Report for Lion Funds Management Inc.


Tuesday, January 9, 2001

New StrategicNova funds

Effective November 28, 2000, StrategicNova Mutual Funds has launched 10 new funds:

View the Fund Report for StrategicNova Mutual Funds.


Transamerica Life fund name changes

Effective January 08, 2001, Transamerica Life Ins Co of Canada has announced the following name changes:

Previous NameNew Name
NN Life American Asset AllocationIMS American Asset Allocation
NN Life American Equity IndexIMS American Equity Index
NN Life Asset AllocationIMS Asset Allocation
NN Life Bond IMS Bond
NN Life Can-Am IMS Can-Am
NN Life Can-Asian IMS Can-Asian
NN Life Can-Daq 100IMS Can-Daq 100
NN Life Can-EmergeIMS Can-Emerge
NN Life Can-EuroIMS Can-Euro
NN Life Can-Global BondIMS Can-Global Bond
NN Life Canadian 35 IndexIMS Canadian 35 Index
NN Life Canadian Communications IMS Canadian Communications
NN Life Canadian Financial ServiceIMS Canadian Financial Service
NN Life Canadian GrowthIMS Canadian Growth
NN Life Canadian ResourcesIMS Canadian Resources
NN Life Canadian Small CapIMS Canadian Small Cap
NN Life Dividend IMS Dividend
NN Life European Equity IndexIMS European Equity Index
NN Life Information TechnologyIMS Information Technology
NN Life International Bond IndexIMS International Bond Index
NN Life International Brands IMS International Brands
NN Life Money MarketIMS Money Market
NN Life T-BillIMS T-Bill

View the Fund Report for Transamerica Life Ins Co of Canada.


Cote 100 fund merger - Cote 100 fund renamed

Effective December 31, 2000, Cote 100 Inc. has merged Cote 100 Amerique into Cote 100 REER.

In addition, Cote 100 REER has renamed to Cote 100 Premier Fund.

View the Fund Report for Cote 100 Inc.


Investors Group manager changes

Effective January 01, 2001, Investors Group has announced the following portfolio manager changes:

Fund NamePrevious ManagerNew Manager
Investors Corporate BondJeff HallPaul Hancock
Investors Canadian EquityScott PenmanScott Penman and Paul Hancock

View the Fund Report for Investors Group.


Monday, January 8, 2001

New Mackenzie fund

Effective January 2, 2001, Mackenzie Financial Corporation has launched 1 new hedge fund; Mackenzie Alternative Strategies

View the Fund Report for Mackenzie Financial Corporation .

New ING Investment funds

Effective January 04, 2001, ING Investment Management Inc. has launched 18 new funds:

View the Fund Report for ING Investment Management Inc.


Friday, January 5, 2001

Grenadier company renamed

Effective January 2001, Grenadier 2000 Equity Fund has renamed to Juniper Equity Growth Fund and the management company has changed name also from First Grenadier Fund Management Inc. to The Juniper Fund Management Corporation.

View the Fund Report for The Juniper Fund Management Corporation.

New Standard Life funds

Effective January 4, 2001, Standard Life Mutual Funds has launched 10 new funds:

View the Fund Report for Standard Life Mutual Funds.


Thursday, January 4, 2001

National Bank mergers

Effective December 31, 2000, National Bank Mutual Funds has announced the following fund mergers:

Discontinued FundMerged Into
National Bank Short Term Gov't BondNational Bank Secure Diversified
National Bank Presumed Sound InvestNational Bank Money Market
National Bank Japanese EquityNational Bank Far East Equity

View the Fund Report for National Bank Mutual Funds.

Trimark funds terminated

Effective December 31, 2000, the following 18 Trimark Segregated funds has been terminated:

View the Fund Report for AIM Funds Management Inc.


Wednesday, January 3, 2001

AIM management changes

Effective January 2, 2001, AIM Funds Management Inc. has announced portfolio management changes to four AIM funds and seven Trimark funds:

Fund NamePrevious ManagerNew Manager
Trimark Global Balanced FundRex Chong, Patrick Farmer & Richard JenkinsDana Love, Rex Chong, Patrick Farmer & Richard Jenkins
AIM Canada Income ClassRob Leslie, Roger Mortimer & Ronald SloanEric Peyton, Roger Mortimer & Ronald Sloan
Trimark Canadian Small Companies FundG. Keith GrahamRobert Mikalachki & G. Keith Graham
Trimark U.S. Companies FundJim YoungBruce Harrop & Jim Young
AIM American Mid Cap Growth ClassKenneth ZschappelRyan E. Crane, Robert M. Kippes, Jay K. Rushin & Kenneth Zschappel
AIM American Aggressive Growth FundRyan E. Crane & Robert M. KippesJay K. Rushin, Ryan E. Crane & Robert M. Kippes
Trimark Fund / Trimark Select Growth FundJudith Adams & Bill KankoTye Bousada, Judith Adams & Bill Kanko
AIM Global Aggressive Growth ClassRyan E. Crane, Dale A. Griffin III, Jason T. Holzer, Robert M. Kippes, Clas G. Olsson & Barrett K. SidesJay. K. Rushin joins the existing portfolio management team
Trimark Europlus FundRichard JenkinsDana Love & Richard Jenkins
The Americas FundJim Young Bruce Harrop & Jim Young

View the Fund Report for AIM Funds Management Inc.

First Trust funds terminated

Effective December 29, 2000, the following First Trust funds has been terminated:

View the Fund Report for First Trust Portfolios.


Tuesday, January 2, 2001

NN Fund name Change

Effective January 1st, 2001, the amalgamation of NN Life and Transamerica Life of Canada has finalized. As a result, the following NN Life funds will be listed under Transamerica Life Ins Co of Canada:

View the Fund Report for Transamerica Life Ins Co of Can.

Templeton management change

Effective January 1, 2001, George Morgan has replaced Mark Holowesko as the new portfolio manager for the Templeton Growth Fund.

View the Fund Report for Franklin Templeton Investments.

New Talvest funds

Effective January 2, 2001, Talvest Fund Management Inc. has launched 2 new funds:

View the Fund Report for Talvest Fund Management Inc.


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