Tools
- Fund Selector
- Fund Filter
- Top Movers
- Charts
- Closed-end Funds
- 5-Star RatingsMethodology by Algorithmics
- Buy Side Ratings G
- Price Download G
- Fund Alerts G
| News | Globeinvestor | Technology | Vehicles | Careers |
Effective June 29, 2001, Arrow Hedge Partners Inc. has launched 3 new funds:
View the Fund Report for Arrow Hedge Partners Inc.
Effective June 28, 2001, Perigee Investment Counsel Inc. has renamed the following Funds:
| Previous Name | New Name |
| Perigee Canadian Value Equity | Perigee 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 .
Effective June 11, 2001, CI Mutual Funds has launched 3 new funds:
View the Fund Report for CI Mutual Funds.
Effective June 18, 2001, Franklin Templeton Investments has launched 36 new Tax Class funds:
View the Fund Report for Frankin Templeton Investments.
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..
Effective June 4, 2001, Counsel Wealth Management has launched 4 new funds:
View the Fund Report for Counsel Wealth Management.
Effective June 8, 2001, AGF Funds Inc. has launched 2 new funds:
View the Fund Report for AGF Funds Inc.
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.
Effective May 31, 2001, the following two funds offered by Elliott & Page Ltd. have been terminated:
View the Fund Report for Elliott & Page Ltd.
Effective May 24, 2001, SEI Investments Canada Company has launched 6 new funds:
View the Fund Report for SEI Investments Canada Company.
Effective May 28, 2001, Mackenzie Financial Corporation has renamed the following funds:
| Previous Name | New Name |
| Mackenzie Univ Wld Asset Alloc | Mackenzie Ivy Global Balanced |
| Mackenzie Univ Wld Asset Alloc (US$) | Mackenzie Ivy Global Balanced (US$) |
View the Fund Report for Mackenzie Financial Corporation.
Effective May 25, 2001, AIM Funds Management Inc. has launched 4 new funds:
View the Fund Report for AIM Funds Management Inc.
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.
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 Name | New Name |
| Ambassador Balanced Portfolio | Opus 2 Ambassador Balanced Portfolio |
| Ambassador Balanced RRSP Portfolio | Opus 2 Ambassador Balanced RSP Portfolio |
| Ambassador Conservative Portfolio | Opus 2 Ambassador Conservative Portfolio |
| Ambassador Conservative RRSP Portfolio | Opus 2 Ambassador Conservative RSP Portfolio |
| Ambassador Growth Portfolio | Opus 2 Ambassador Growth Portfolio |
| Ambassador Growth RRSP Portfolio | Opus 2 Ambassador Growth RSP Portfolio |
| McDonald Canada Plus | Opus 2 Canada Plus Balanced |
Fund Mergers
| Discontinued Fund | Merged Into |
| McDonald Asia Plus | Opus 2 Direct Foreign Eq (EAFE) |
| McDonald Emerging Economies | Opus 2 Direct Foreign Eq (EAFE) |
| McDonald Enhanced Bond | Opus 2 Direct Cdn Fixed Income |
| McDonald Enhanced Global | Opus 2 Direct Foreign Eq (RSP) |
| McDonald Euro Plus | Opus 2 Direct Foreign Eq (EAFE) |
| McDonald New America | Opus 2 Direct U.S. Value Equity |
| McDonald New Japan | Opus 2 Direct Foreign Eq (EAFE) |
View the Fund Report for Opus 2 Direct.com Inc.
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.
Effective April 30, 2001, Middlefield Canadian Realty Fund offered by Middlefield Financial Limited has been terminated.
View the Fund Report for Middlefield Financial Limited.
Effective April 30, 2001, AIM Funds Management Inc. has renamed the following funds:
| Previous Name | New Name |
| AIM Canada Growth Class | AIM Canadian Premier Class |
| AIM International Value | AIM Global Blue Chip |
| AIM Pacific Growth Class | AIM Indo-Pacific Class |
| Trimark Discovery RSP | Trimark RSP Discovery |
| Trimark Europlus RSP | Trimark RSP Europlus |
| Trimark Global High Yield Bond RSP | Trimark RSP Global High Yield Bond |
| Trimark Global Balanced RSP | Trimark RSP Global Balanced |
| Trimark International Companies RSP | Trimark RSP International Companies |
| Trimark Indo-Pacific | AIM Indo-Pacific |
| Trimark Indo-Pacific (US$) | AIM Indo-Pacific (US$) |
| Trimark Indo-Pacific RSP | AIM RSP Indo-Pacific |
| Trimark RSP Equity | Trimark Canadian Endeavour |
| Trimark Select Growth RSP | Trimark RSP Select Growth |
| Trimark - The Americas | Trimark Americas |
| Trimark - The Americas (US$) | Trimark Americas (US$) |
| Trimark - The Americas RSP | Trimark RSP Americas |
| Trimark U.S. Companies RSP | Trimark RSP U.S. Companies |
View the Fund Report for AIM Funds Management Inc.
Effective April 26, 2001, Assumption Life has renamed the following funds:
| Previous Name | New Name |
| Assumption Life Atlantic Equity | Assumption/MB Atlantic Equity |
| Assumption Life Canadian Bond | Assumption/MB Fixed Income |
| Assumption Life Canadian Equity | Assumption/MB Canadian Equity |
| Assumption Life Canadian Small Cap | Assumption/MB Canadian Small Cap |
| Assumption Life EAFE Equity | Assumption/MB EAFE Equity |
| Assumption Life Global Equity | Assumption/MB Global Equity |
| Assumption Life Short Term | Assumption/MB Short Term |
| Assumption Life US Equity | Assumption/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.
Effective April 16, 2001, Royal & SunAlliance Financial has launched 11 new funds:
View the Fund Report for Royal & SunAlliance Financial.
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 Name | New Name |
| Valorem Government Short Term | Valorem Money Market |
| Valorem Diversified | Valorem Can.Asset Allocation |
View the Fund Report for Valorem Investment Fund.
Effective April 9, 2001, Mackenzie Financial Corporation has launched 3 new segregated funds:
View the Fund Report for Mackenzie Financial Corporation.
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.
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 Name | New 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.