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Globe Portfolio

Wednesday, September 26, 2001: New Fidelity funds

Effective September 26, 2001, Fidelity Investments Canada Ltd. has launched 18 new funds:

View the Fund Report for Fidelity Investments Canada Ltd.


Monday, September 24, 2001: New AIC funds

Effective September 24, 2001, AIC Limited has launched 2 new funds:

View the Fund Report for AIC Limited.


Monday, September 24, 2001: Franklin Templeton fund merger

Effective September 21, 2001, Franklin Templeton Investments has announced the following fund mergers:

Discontinued FundMerged Into
Templeton Emerging Markets ApprTempleton Emerging Markets
Templeton Canadian BondBissett Bond-A
Templeton Int'l BalancedTempleton Global Balanced
Templeton Int'l Balanced (US$)Templeton Global Balanced (US$)

View the Fund Report for Franklin Templeton Investments.


Friday, September 14, 2001: AIC name changes

Effective September 13, 2001, AIC Limited has renamed the following funds:

Previous NameNew Name
AIC Income Equity Corporate ClassAIC Cdn Balanced Corporate Class
AIC Income Equity Corporate Cl (US$)AIC Cdn Balanced Corporate Cl (US$)
AIC American Income Equ Corp ClassAIC American Balanced Corp Class
AIC American Inc Equ Corp Cl (US$)AIC American Balanced Corp Cl (US$)

View the Fund Report for AIC Limited.


Canadian mutual funds did not price on September 11 or 12, 2001

Please note: Due to the tragedies in New York, Washington D.C. and Pennsylvania Tuesday, Sept. 11, 2001 there was no valuation of Canadian mutual funds Sept. 11 or 12, 2001.



Monday, September 10, 2001: New AIC funds

Effective September 10, 2001, AIC Limited has launched 5 new funds:

View the Fund Report for AIC Limited.


Monday, September 10, 2001: New Canada Life funds

Effective August 22, 2001, Canada Life Assurance Co. has launched 6 new segregated funds:

View the Fund Report for Canada Life Assurance Co.


Friday, September 7, 2001: Northwest fund merger

Effective August 28, 2001, Northwest Specialty Momentum offered by Northwest Mutual Funds Inc. has merged into Northwest Specialty Equity fund.

View the Fund Report for Northwest Mutual Funds Inc.


Friday, September 7, 2001: New First Trust funds

Effective September 5, 2001, First Trust Portfolios has launched 2 new funds:

View the Fund Report for First Trust Portfolios.


Wednesday, September 5, 2001: AIC Manager Change

Effective August 23, 2001, AIC Limited has announced the following manager changes:

Fund NamePrevious ManagerNew Manager
AIC Global TelecommunicationsBrian T. NelsonGeoff Barth & Allan Brown
AIC Global Telecommunications (US$)Brian T. NelsonGeoff Barth & Allan Brown
AIC RSP Global TelecommunicationsBrian T. NelsonGeoff Barth & Allan Brown
AIC Global Health CareFaraz NaqviGeoff Barth & Allan Brown
AIC Global Health Care (US$)Faraz NaqviGeoff Barth & Allan Brown
AIC RSP Global Health CareFaraz NaqviGeoff Barth & Allan Brown

View the Fund Report for AIC Limited.


Wednesday, September 5, 2001: Cdn Dental fund terminated

Effective August 27, 2001, the CDA Balanced fund NR (KBSH) was terminated. Units in the terminated fund were transferred to the CDA Balanced fund (KBSH) which is now available for registered and non-registered investments.

View the Fund Report for Cdn. Dental Ser Plans Inc.


Friday, August 28, 2001: New Beutel Goodman funds

Effective August 28, 2001, Beutel Goodman & Company Ltd. has launched 2 new funds

View the Fund Report for Beutel Goodman Managed Funds Inc.


Friday, August 28, 2001: New Elliot & Page funds

Effective August 28, 2001, Elliott & Page Ltd. has launched 3 new funds

View the Fund Report for Elliott & Page Ltd.


Tuesday, August 28, 2001: AIC name change

Effective August 28, 2001, AIC Limited has renamed the following Funds:

Previous NameNew Name
AIC Income Equity FundAIC Canadian Balanced Fund
AIC American Income Equity FundAIC American Balanced Fund

View the Fund Report for AIC Limited.


Monday, August 27, 2001: StategicNova name change

Effective July 18, 2001, StrategicNova Mutual Funds has renamed the Navigator Managed Futures Fund to StrategicNova Managed Futures Hedge Fund.

View the Fund Report for StrategicNova Mutual Funds.


Wednesday, August 22, 2001: YMG Merger

Effective August 22, 2001, Mavrix Fund Management Inc. has purchased the management agreements for some of YMG funds. As a result, the following fund name and merger changes have taken place:

Previous NameNew Name
YMG American Growth FundMavrix American Growth Fund
YMG Balanced FundMavrix Balanced Fund
YMG Bond FundMavrix Bond Fund
YMG Canadian Value FundMavrix Canadian Value Fund
YMG Emerging Companies FundMavrix Emerging Companies Fund
YMG Enterprise FundMavrix Enterprise Fund
YMG Growth FundMavrix Growth Fund
YMG Income FundMavrix Income Fund
YMG Money MarketMavrix Money Market
YMG Strategic Fixed Income FundMavrix Strategic Fixed Income Fund
YMG Sustainable Development FundMavrix Sustainable Development Fund


Wednesday, August 22, 2001: YMG Manager Change

Effective August 22, 2001, YMG has announced the following portfolio manager changes.

New NameFund CompanyPortfolio Managers
Mavrix American Growth FundMavrix Fund Management Inc. Greg Edwards, YMG Capital Management Inc. (subadvisor)
Mavrix Balanced FundMavrix Fund Management Inc. Mal Spooner, Mavrix Fund Management Inc.
Mavrix Bond FundMavrix Fund Management Inc. YMG Capital Management Inc.
Mavrix Canadian Value FundMavrix Fund Management Inc. Mal Spooner & Ray Steele , Mavrix Fund Management Inc.
Mavrix Emerging Companies FundMavrix Fund Management Inc. Mal Spooner, Mavrix Fund Management Inc.
Mavrix Enterprise FundMavrix Fund Management Inc. Ray Steele, Mavrix Fund Management Inc.
Mavrix Growth FundMavrix Fund Management Inc. Mal Spooner, Mavrix Fund Management Inc.
Mavrix Income FundMavrix Fund Management Inc. Bill Shaw, Mavrix Fund Management Inc.
Mavrix Money MarketMavrix Fund Management Inc. YMG Capital Capital Management Inc.
Mavrix Strategic Fixed Income FundMavrix Fund Management Inc. Art Yeates, YMG Capital Management Inc. (subadvisor)
Mavrix Sustainable Development FundMavrix Fund Management Inc. Jones Heward Investment Counsel Inc.

Monday, August 20, 2001: New Mackenzie funds

Effective Monday August 20, 2001, Mackenzie has launched 3 new funds:

View the Fund Report for Mackenzie Financial Corporation.


Monday, August 13, 2001: AIM funds name change

Effective August 13, 2001, AIM Funds Management Inc. has renamed AIM Global Natural Resources Class Fund to AIM Global Energy Class.

View the Fund Report for AIM Funds Management Inc.


Friday, August 10, 2001: New CI funds

Effective August 10, 2001, CI Mutual Funds has launched 16 new funds:

View the View the Fund Report for CI Mutual Funds.


Friday, August 10, 2001: Clarington name change

Effective August 10, 2001, ClaringtonFunds Inc. has renamed Clarington U.S. Equity Fund to Clarington U.S. Growth Fund.

In addition, ClaringtonFunds Inc. has launched 2 new funds:

View the Fund Report for ClaringtonFunds Inc.


Wednesday, August 1, 2001: National Bank name change

Effective July 31, 2001, National Bank Mutual Funds has renamed the National Bank Sector Rotation fund to National Bank Cdn Opportunities.

View the Fund Report for National Bank Mutual Funds.


Monday, July 30, 2001: Northwest fund merger

Effective July 27, 2001, Northwest Specialty Aggress Growth offered by Northwest Mutual Funds Inc. has merged into Northwest Specialty Equity fund.

View the Fund Report for Northwest Mutual Funds Inc.


Thursday, July 26, 2001: New Manulife Financial Funds

Effective July 16, 2001, Manulife Financial has launched 23 new segregated funds

View the View the Fund Report for Manulife Financial.


Tuesday, July 24, 2001: Assante Manager Change

Effective July 24, 2001, Assante Asset Management Ltd. has announced the following portfolio manager changes.

View the View the Fund Report for Assante Asset Management Ltd.


Tuesday, July 17, 2001: AIC funds terminated

Effective July 16, 2001, the following fours funds offered by AIC Limited have been terminated:

View the View the Fund Report for AIC Limited.


Tuesday, July 17, 2001: StrategicNova fund terminated

Effective July 10, 2001, StrategicNova Asia Tech Fund offered by StrategicNova Mutual Funds has been terminated.

View the Fund Report for StrategicNova Mutual Funds.


Monday, July 9, 2001: AGF funds merger

Effective July 7, 2000, AGF Funds Inc. has announced the following fund mergers and name changes:

Fund Mergers

Discontinued FundMerged Into
AGF Global Government BondAGF Glo Government Bond
AGF Global Government Bond (US$)AGF Glo Government Bond (US$)
AGF RSP Global BondAGF RSP Glo Bond
AGF U.S. IncomeAGF Global Total Return Bond
AGF U.S. Income (US$)AGF Global Total Return Bond (US$)
Global Strategy Canadian CompaniesAGF Canadian Stock
Global Strategy Cdn Growth & IncomeAGF Canadian Stock
Global Strategy Japan Plus RSPAGF RSP Japan
Global Strategy Money MarketAGF Canadian Money Market Account
Global Strategy World BalAGF World Balanced

Fund Name Changes

Previous NameNew Name
AGF European Growth ClassAGF European Equity Class
AGF Int'l Short Term IncomeAGF Short Term Income Class
AGF RSP European GrowthAGF RSP European Equity
AGF U.S. Short-Term High Yield (US$)AGF Global Total Return Bond (US$)
AGF U.S. Short-Term High YieldAGF Global Total Return Bond
AGF World Equity ClassAGF Global Equity Class
AGF World Equity Class (US$)AGF Global Equity Class (US$)
Global Strategy BondAGF Canadian Corporate Bond
Global Strategy Canada GrowthAGF Canadian Value
Global Strategy Cdn Small CapAGF Canadian Small Cap
Global Strategy Cdn. Opport.AGF Canadian Opportunities
Global Strategy Gold PlusAGF Precious Metal
Global Strategy World Bal RSPAGF RSP World Balanced
Global Strategy World BondAGF Glo Government Bond
Global Strategy World Bond RSPAGF RSP Glo Bond
Global Strategy World CompaniesAGF World Companies
Global Strategy World Companies RSPAGF RSP World Companies
Global Strategy World EquityAGF World Equity
Global Strategy World Equity RSPAGF RSP World Equity
Global Strategy World OpportunitiesAGF World Opportunities

Manager Changes

Effective July 6, 2001 AGF Global Total Return Bond will be managed by Scott Colbourne of AGF Funds Inc. and Yvonne Brett of AGF International Advisors Company Limited. Joseph Harch, Michael Lewitt and Tom Krasner are no longer the managers for the fund.

View the View the Fund Report for AGF Funds Inc.


Monday, July 9, 2001: Acadia funds terminated

Effective June 30, 2001, all funds offered by Acadia Investment Funds Inc. have been terminated:

View the View the Fund Report for Acadia Investment Funds Inc.


Monday, July 9, 2001: Clarington fund mergers

Effective July 9, 2001, ClaringtonFunds Inc. has announced the following fund mergers:

Discontinued FundMerged Into
Clarington RSP Global Equity IndexClarington RSP Global Equity
Clarington RSP Select Global Balanced Clarington RSP Global Equity

View the View the Fund Report for ClaringtonFunds Inc.


Friday, July 6, 2001: Royal Mutual name changes

Effective July 1, 2001, Royal Mutual Funds Inc. has renamed the following Funds:

Previous NameNew Name
Zweig Global BalancedRoyal Global Balanced
Zweig Strategic GrowthRoyal U.S. Mid-Cap Equity
Zweig Strategic Growth (US$)Royal U.S. Mid-Cap Equity (US$)

View the Fund Report for Royal Mutual Funds Inc.


Friday, July 6, 2001: Dynamic name changes

Effective July 3, 2001, Dynamic Mutual Funds Ltd. has renamed the Dynamic T-Bill fund to Dynamic Diversified Income Trust.

View the Fund Report for Dynamic Mutual Funds Ltd .


Tuesday, July 3rd, 2001: New TD funds

Effective July 3, 2001, TD Asset Management Inc. has launched 2 new segregated funds:

View the Fund Report for TD Asset Management Inc.


Tuesday, July 3rd, 2001: New Middlefield funds

Effective July 3, 2001, Middlefield Financial Limited has launched 4 new funds:

View the Fund Report for Middlefield Financial Limited.


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