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Globe Portfolio

Friday, June 29th 2001: New Arrow funds

Effective June 29, 2001, Arrow Hedge Partners Inc. has launched 3 new funds:

View the Fund Report for Arrow Hedge Partners Inc.


Thursday, June 28, 2001: Perigee name changes

Effective June 28, 2001, Perigee Investment Counsel Inc. has renamed the following Funds:

Previous NameNew Name
Perigee Canadian Value EquityPerigee Canadian Select 35 Equity
Perigee U.S. Equity Batterymarch U.S. Equity

In addition, Batterymarch Financial Management has replaced Perigee Investment Counsel Inc. as the portfolio manager for the Batterymarch U.S. Equity Fund.

View the Fund Report for Perigee Investment Counsel Inc .


Tuesday, June 19th 2001: New CI funds

Effective June 11, 2001, CI Mutual Funds has launched 3 new funds:

View the Fund Report for CI Mutual Funds.


Monday, June 18, 2001: New Franklin Templeton funds

Effective June 18, 2001, Franklin Templeton Investments has launched 36 new Tax Class funds:

View the Fund Report for Frankin Templeton Investments.


Thursday, June 14, 2001: Fidelity Manager Change

Effective June 13, 2001, Chris Zephf replaced Larry Rakers and became the lead manager for the following Funds:

View the Fund Report for Fidelity Investments Canada Ltd..


Wednesday, June 13th 2001: New Counsel Wealth Management funds

Effective June 4, 2001, Counsel Wealth Management has launched 4 new funds:

View the Fund Report for Counsel Wealth Management.


Friday, June 8, 2001: New AGF funds

Effective June 8, 2001, AGF Funds Inc. has launched 2 new funds:

View the Fund Report for AGF Funds Inc.


Wednesday, June 6, 2001: Fidelity Manager Change

Effective May 30, 2001, John Carlson replaced Patricia Satterthwaite and became the lead manager for Fidelity Emerging Mkts Portfolio-A fund.

View the Fund Report for Fidelity Investments Canada Ltd.


Monday, June 4, 2001: E&P funds terminated

Effective May 31, 2001, the following two funds offered by Elliott & Page Ltd. have been terminated:

View the Fund Report for Elliott & Page Ltd.


Thursday, May 31, 2001: New SEI Investments funds

Effective May 24, 2001, SEI Investments Canada Company has launched 6 new funds:

View the Fund Report for SEI Investments Canada Company.


Monday, May 28, 2001: Mackenzie name changes

Effective May 28, 2001, Mackenzie Financial Corporation has renamed the following funds:

Previous NameNew Name
Mackenzie Univ Wld Asset AllocMackenzie Ivy Global Balanced
Mackenzie Univ Wld Asset Alloc (US$)Mackenzie Ivy Global Balanced (US$)

View the Fund Report for Mackenzie Financial Corporation.


Friday, May 25, 2001: New AIM funds

Effective May 25, 2001, AIM Funds Management Inc. has launched 4 new funds:

View the Fund Report for AIM Funds Management Inc.


Thursday, May 24, 2001: CI fund manager change

Effective May 18, 2001, Robert Lyon of CI Mutual Funds has been appointed as the lead portfolio manager of the following funds replacing Steve Misener:

View the Fund Report for CI Mutual Funds.


Wednesday, May 14, 2001: McDonalds funds merger

Effective May 14, 2001, Opus 2 Direct.com Inc. has purchased the management agreements for all McDonald funds. As a result, the following fund name and merger changes have taken place:

Fund Name Changes

Previous NameNew Name
Ambassador Balanced PortfolioOpus 2 Ambassador Balanced Portfolio
Ambassador Balanced RRSP PortfolioOpus 2 Ambassador Balanced RSP Portfolio
Ambassador Conservative PortfolioOpus 2 Ambassador Conservative Portfolio
Ambassador Conservative RRSP PortfolioOpus 2 Ambassador Conservative RSP Portfolio
Ambassador Growth PortfolioOpus 2 Ambassador Growth Portfolio
Ambassador Growth RRSP PortfolioOpus 2 Ambassador Growth RSP Portfolio
McDonald Canada PlusOpus 2 Canada Plus Balanced

Fund Mergers

Discontinued FundMerged Into
McDonald Asia PlusOpus 2 Direct Foreign Eq (EAFE)
McDonald Emerging EconomiesOpus 2 Direct Foreign Eq (EAFE)
McDonald Enhanced Bond Opus 2 Direct Cdn Fixed Income
McDonald Enhanced GlobalOpus 2 Direct Foreign Eq (RSP)
McDonald Euro PlusOpus 2 Direct Foreign Eq (EAFE)
McDonald New AmericaOpus 2 Direct U.S. Value Equity
McDonald New JapanOpus 2 Direct Foreign Eq (EAFE)

View the Fund Report for Opus 2 Direct.com Inc.


Wednesday, May 2, 2001: Fonds des Professionnels new fund

Effective April 30, 2001, Fonds des Professionnels Inc. has launched the Quebec Professionals Balanced Growth fund.

View the Fund Report for Fonds des Professionnels Inc.


Tuesday, May 1, 2001: Middlefield fund terminated

Effective April 30, 2001, Middlefield Canadian Realty Fund offered by Middlefield Financial Limited has been terminated.

View the Fund Report for Middlefield Financial Limited.


Monday, April 30, 2001: AIM funds renamed

Effective April 30, 2001, AIM Funds Management Inc. has renamed the following funds:

Previous NameNew Name
AIM Canada Growth ClassAIM Canadian Premier Class
AIM International ValueAIM Global Blue Chip
AIM Pacific Growth ClassAIM Indo-Pacific Class
Trimark Discovery RSPTrimark RSP Discovery
Trimark Europlus RSPTrimark RSP Europlus
Trimark Global High Yield Bond RSPTrimark RSP Global High Yield Bond
Trimark Global Balanced RSPTrimark RSP Global Balanced
Trimark International Companies RSPTrimark RSP International Companies
Trimark Indo-PacificAIM Indo-Pacific
Trimark Indo-Pacific (US$)AIM Indo-Pacific (US$)
Trimark Indo-Pacific RSPAIM RSP Indo-Pacific
Trimark RSP EquityTrimark Canadian Endeavour
Trimark Select Growth RSPTrimark RSP Select Growth
Trimark - The AmericasTrimark Americas
Trimark - The Americas (US$)Trimark Americas (US$)
Trimark - The Americas RSPTrimark RSP Americas
Trimark U.S. Companies RSPTrimark RSP U.S. Companies

View the Fund Report for AIM Funds Management Inc.


Thursday, April 26, 2001: Assumption Life funds renamed

Effective April 26, 2001, Assumption Life has renamed the following funds:

Previous NameNew Name
Assumption Life Atlantic EquityAssumption/MB Atlantic Equity
Assumption Life Canadian BondAssumption/MB Fixed Income
Assumption Life Canadian EquityAssumption/MB Canadian Equity
Assumption Life Canadian Small CapAssumption/MB Canadian Small Cap
Assumption Life EAFE EquityAssumption/MB EAFE Equity
Assumption Life Global EquityAssumption/MB Global Equity
Assumption Life Short TermAssumption/MB Short Term
Assumption Life US EquityAssumption/MB Non Taxable US Equity

In addition, Assumption Life International Bond Fund has been terminated as of March 31, 2001.

View the Fund Report for Assumption Life.


Monday, April 16, 2001: New Royal & SunAlliance funds

Effective April 16, 2001, Royal & SunAlliance Financial has launched 11 new funds:

View the Fund Report for Royal & SunAlliance Financial.


Wednesday, April 11, 2001

  • New Spectrum funds
  • Valorem fund change

New Spectrum funds

Effective April 9, 2001, Spectrum Investments has launched 2 new funds:

View the Fund Report for Spectrum Investments.

Valorem fund changes

Effective April 11, 2001, Valorem Investment Fund has renamed the following funds:

Previous NameNew Name
Valorem Government Short TermValorem Money Market
Valorem DiversifiedValorem Can.Asset Allocation

View the Fund Report for Valorem Investment Fund.


Monday, April 9, 2001: New Mackenzie funds

Effective April 9, 2001, Mackenzie Financial Corporation has launched 3 new segregated funds:

View the Fund Report for Mackenzie Financial Corporation.


Friday, April 6, 2001

  • New First Trust funds
  • New Cartier fund

New First Trust funds

Effective April 4, 2001, First Trust Portfolios has launched 2 new funds:

View the Fund Report for First Trust Portfolios.


New Cartier fund

Effective March 30, 2001, Cartier Mutual Funds Inc. has launched 1 new fund:

View the Fund Report for Cartier Mutual Funds Inc.


Tuesday, April 3, 2001

  • 360 Capital corporate name change
  • New Acker Finley fund
  • New AIC funds
  • Dynamic funds name changes

360 Capital corporate name change

Effective March 31, 2001, 360 Capital Corp. will change its name to VentureLink Capital Corp. The Fund names - VentureLink Fund Series I and VentureLink Fund Series II - remain unchanged.

View the Fund Report for VentureLink Capital Corp.


New Acker Finley fund

Effective April 2, 2001, Acker Finley Asset Management Inc. has launched QSA Select Canadian Equity Fund.

View the Fund Report for Acker Finley Asset Management Inc.


New AIC funds

Effective April 2, 2001, AIC Limited has launched 35 new Class funds:

View the Fund Report for AIC Limited.


Dynamic funds name changes

Effective March 30, 2001, Dynamic Mutual Funds Ltd. have announced the following name changes:

Previous NameNew Name
Dynamic Infinity Canadian (Seg)Dynamic Focus Plus Canadian (Seg)
Dynamic Infinity Inc. & Gwth. (Seg)Dynamic Focus Plus Inc & Gwth (Seg)
Dynamic Infinity Int'l (Seg)Dynamic Focus Plus Internat'l (Seg)
Dynamic Infinity Wealth Mgmt. (Seg)Dynamic Focus Plus Wealth Mgmt(Seg)

View the Fund Report for Dynamic Mutual Funds Ltd.


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