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Effective March 1, 2002, Cartier Mutual Funds Inc. has announced the following portfolio manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Cartier U.S. Equity Fund | Alain Guilmette & associés | Holdun Investment Management Inc. |
Cartier Mutual Funds Inc. has also renamed the following fund:
| Previous Names | New Name |
|---|---|
| Cartier Canadian Asset Allocation Fund | Cartier Tactical Asset Allocation Fund |
View the Fund Report for Cartier Mutual Funds Inc.
Effective March 8, 2002, AGF Funds Inc. has renamed the following fund:
| Previous Name | New Name |
|---|---|
| AGF Managed Futures Value Fund | AGF Managed Futures Fund |
Effective March 8, 2002, AGF Funds Inc. has announced the following portfolio manager change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| AGF Managed Futures Fund | John Di Tomasso | AGF Management Team |
View the Fund Report for AGF Funds Inc.
Effective March 6, 2002, Mackenzie Financial Corporation has launched 7 new series 'T' funds:
View the Fund Report for Mackenzie Financial Corporation .
Effective March 4, 2001, Stone Funds has renamed the following fund:
| Previous Name | New Name |
|---|---|
| CAMF (Cdn-Anaesthetists) Fund | CAMAF Corporate Class Fund |
View the Fund Report for Stone Funds.
Effective March 1, 2002, Fidelity Investments Canada Ltd. has announced the following portfolio manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Fidelity Focus Consumer Ind-A (US$) | John Porter | Brian Hanson |
| Fidelity Focus Consumer Indust. Cl | John Porter | Brian Hanson |
| Fidelity Focus Consumer Indust.-A | John Porter | Brian Hanson |
| Fidelity Focus Health Care Class | Yolanda Strock | Steve Calhoun |
| Fidelity Focus Health Care-A | Yolanda Strock | Steve Calhoun |
| Fidelity Focus Health Care-A (US$) | Yolanda Strock | Steve Calhoun |
| Fidelity RSP Focus Healthcare-A | Yolanda Strock | Steve Calhoun |
| Fidelity Focus Natural Res-A (US$) | Scott Offen | John Porter |
| Fidelity Focus Natural Resources Cl | Scott Offen | John Porter |
| Fidelity Focus Natural Resources-A | Scott Offen | John Porter |
View the Fund Report for Fidelity Investments Canada Ltd.
Effective February 28, 2002, CM Investment Management Inc. (formally Merrill Lynch Investment Mgrs) has renamed the following Funds:
| Previous Name | New Name |
|---|---|
| Merrill Lynch Canadian Balanced Val | Renaissance Canadian Balanced Value |
| Merrill Lynch Canadian Bond | Renaissance Canadian Bond |
| Merrill Lynch Canadian Growth | Renaissance Canadian Growth |
| Merrill Lynch Canadian Income Trust | Renaissance Canadian Income Trust |
| Merrill Lynch Canadian Small-Cap | Renaissance Canadian Small-Cap |
| Merrill Lynch Canadian T-Bill | Renaissance Canadian T-Bill |
| Merrill Lynch Cdn Core Value | Renaissance Canadian Core Value |
| Merrill Lynch Cdn High Yield Bond | Renaissance Cdn High Yield Bond |
| Merrill Lynch Cdn Money Market | Renaissance Canadian Money Market |
| Merrill Lynch Developing Cap Mkt | Renaissance Developing Cap Markets |
| Merrill Lynch Euro | Renaissance Euro |
| Merrill Lynch Global Growth | Renaissance Global Growth |
| Merrill Lynch Global Growth RSP | Renaissance Global Growth RSP |
| Merrill Lynch Global Sectors | Renaissance Global Sectors |
| Merrill Lynch Global Sectors RSP | Renaissance Global Sectors RSP |
| Merrill Lynch Global Technology | Renaissance Global Technology |
| Merrill Lynch Global Technology RSP | Renaissance Global Technology RSP |
| Merrill Lynch Int'l RSP Index | Renaissance International RSP Index |
| Merrill Lynch Sel Global Value RSP | Renaissance Select Global Value RSP |
| Merrill Lynch Select Cdn Balanced | Renaissance Select Cdn Balanced |
| Merrill Lynch Select Global Value | Renaissance Select Global Value |
| Merrill Lynch Select Int'l Growth | Renaissance Select Int'l Growth |
| Merrill Lynch Select Int'l Gwth RSP | Renaissance Select Int'l Growth RSP |
| Merrill Lynch Triple A 50 | Renaissance Tactical Allocation |
| Merrill Lynch Triple A 50 RSP | Renaissance Tactical Allocation RSP |
| Merrill Lynch U.S. Basic Value | Renaissance U.S. Basic Value |
| Merrill Lynch U.S. Fundamental Gwth | Renaissance U.S. Fundamental Gwth |
| Merrill Lynch U.S. Money Mkt (US$) | Renaissance U.S. Money Market (US$) |
| Merrill Lynch U.S. RSP Index | Renaissance U.S. RSP Index |
In addition, the following 6 funds will be terminated as of February 28, 2002:
View the Fund Report for CM Investment Management Inc.
Effective February 28, 2002, Joseph Skornicka has replaced Jeffery Morris as the portfolio manager for following funds:
View the Fund Report for AIM Funds Management Inc.
Effective February 18, 2002, ClaringtonFunds Inc. has launched 2 new funds:
View the Fund Report for ClaringtonFunds Inc.
Effective February 1, 2002, Stone & Co. Limited has acquired Lion Funds Management Inc. and announced the following name changes:
| Previous Name | New Name |
|---|---|
| Yorkton Knowledge Industries | Stone & Co. Flagship Knowledge Ind |
| Yorkton Health Science | Stone & Co. Health Science |
These funds will be listed under Stone & Co. Limited.
View the Fund Report for Stone Funds.
Effective February 1, 2002, CIBC Securities Inc. has launched 9 new portfolio funds:
View the Fund Report for CIBC Securities Inc.
Effective January 2, 2002, Clarica Mutual Funds has renamed the following funds:
| Previous Name | New Name |
|---|---|
| Clarica Premier Blue Chip | Clarica Canadian Blue Chip |
| Clarica Premier Blue Chip A | Clarica Canadian Blue Chip A |
| Clarica Premier Diversified | Clarica Canadian Diversified |
| Clarica Premier Diversified A | Clarica Canadian Diversified A |
| Clarica Premier Growth | Clarica Canadian Small/Mid Cap |
| Clarica Premier Growth A | Clarica Canadian Small/Mid Cap A |
| Clarica SF Premier Blue Chip | Clarica SF Canadian Blue Chip |
| Clarica SF Premier Blue Chip A | Clarica SF Canadian Blue Chip A |
| Clarica SF Premier Diversified | Clarica SF Canadian Diversified |
| Clarica SF Premier Diversified A | Clarica SF Canadian Diversified A |
| Clarica SF Premier Growth | Clarica SF Canadian Small/Mid Cap |
| Clarica SF Premier Growth A | Clarica SF Canadian Small/Mid Cap A |
View the Fund Report for Clarica Mutual Funds.
Effective January 30, 2002, Elliott & Page Ltd. has launched 2 new funds:
View the Fund Report for Elliott & Page Ltd.
Effective January 30, 2002, Fidelity Investments Canada Ltd. has launched 3 new funds:
View the Fund Report for Fidelity Investments Canada Ltd.
Effective January 28, 2002, Heather Peirce is the new addition manager for following funds:
View the Fund Report for AIM Funds Management Inc.
Effective January 23, 2002, Telis Bertsekas has replaced Chris Zepf as the new manager for following funds:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Fidelity Focus Technology Class | Chris Zepf | Telis Bertsekas |
| Fidelity Focus Technology-A | Chris Zepf | Telis Bertsekas |
| Fidelity Focus Technology-A (US$) | Chris Zepf | Telis Bertsekas |
| Fidelity RSP Focus Technology-A | Chris Zepf | Telis Bertsekas |
View the Fund Report for Fidelity Investments Canada Ltd.
Effective January 22, 2002, Counsel Wealth Management has launched 7 new portfolio funds:
View the Fund Report for Counsel Wealth Management.
Effective January 18, 2002, Mackenzie Financial Corporation has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| Mackenzie Univ Wld High Yield | Mackenzie Yield Advantage |
| Mackenzie Ind Equity Fund Ltd | Mackenzie Ivy Enterprise |
View the Fund Report for Mackenzie Financial Corporation.
Effective January 14, 2002, Manulife Financial has launched 14 new segregated funds:
View the Fund Report for Manulife Financial.
Effective December 2001, Charles Edwardes-Ker has replaced Paul Chesson as the new manager for TD Japanese Growth Fund.
View the Fund Report for TD Asset Management Inc.
Effective December 18, 2001, VentureLink Group of Funds has launched 5 new Labour Sponsor funds:
View the Fund Report for VentureLink Group of Funds.
Effective October 25, 2001, Mackenzie Financial Corporation has renamed the Mackenzie Univ World Value Capital to Mackenzie Univ Divers Equ Capital fund.
View the Fund Report for Mackenzie Financial Corporation.
Effective December 20, 2001, Sentry Select Capital Corp. has renamed the Sentry Select Real Estate Securities to Sentry Select REIT
View the Fund Report for Sentry Select Capital Corp.
Effective January 4, 2002, the following three funds offered by Opus 2 Financial Inc. have been terminated:
View the Fund Report for Opus 2 Financial Inc.
Effective January 1, 2002, National Life has launched 35 new funds:
View the Fund Report for National Life.
Effective January 2, 2001, ING Funds has announced that Werner Muehlemann has been appointed portfolio manager of ING Canadian Small Cap Equity Fund . The Fund was previously managed by Jean-François Tardif.
View the Fund Report for ING Funds.
Effective January 2, 2002, the following four funds offered by Comm Union Life Assur Co of Can have been terminated:
View the Fund Report for Comm Union Life Assur Co of Can.
Manulife Financial has taken over the management and renamed the following two Commerical Union funds
| Previous Names | New Name |
| Commercial Union U.S. Equity Index | MLI American Equity Index GIF |
| Commercial Union Cdn TSE35 | MLI TSE Equity Index GIF |
View the Fund Report for Manulife Financial.
Manulife Financial has launched a new MLI American Equity Index GIF2 fund
View the Fund Report for Manulife Financial.
StrategicNova Inc. has acquired the management contract for the Centerfire Growth Fund Inc. Following a shareholder meeting that was held on November 30, 2001, a special resolution was passed to change the name of Centerfire Growth Fund Inc. to "StrategicNova Venture Growth Fund Inc." as of January 2, 2002.
In addition, the current advisors for this fund are Gary Selke and Frank L. Mersch.
View the Fund Report for StrategicNova Mutual Funds.
Effective December 31, 2001, Laurentian Bank has announced the following fund mergers and name changes:
| Discontinued Fund | Merged Into |
| IRIS Canadian Equity Index Plus | R Canadian Equity |
| IRIS Money Market | R Money Market |
| IRIS Mortgage | R Bond |
| IRIS Nasdaq 100 RSP Index | R Techno Media |
| IRIS Tactical Option Balanced | R Balanced |
| IRIS US Equity | R American |
| R Europe Techno-Media | R Techno Media |
| R Europe Techno Media RSP | R Techno Media RSP |
| R Small & Mid-Cap European | R European Fund |
| R Small & Mid-Cap European RSP | R European RSP |
| Previous Name | New Name |
| IRIS Balanced | R Balanced |
| IRIS Bond | R Bond |
| IRIS Canadian Equity | R Canadian Equity |
| IRIS Dividend | R Dividend |
| IRIS Global Equity | R Global Equity |
| IRIS N.A. High Yield Bond | R N.A. High Yield Bond |
| IRIS Small Cap Canadian Equity | R Small Cap Canadian Equity |
| IRIS Strategic Growth Option Bal | R Monthly Income Balanced |
View the Fund Report for R Funds (BLC-Rothschild).
Effective January 2, 2002, Maritime Life Assurance Co. has taken over the management for all Royal and SunAlliance funds.
All RSA funds have been renamed as follow.
| Previous Names | New Name |
|---|---|
| RSA Balanced | Maritime Life Managed-R |
| RSA Balanced Series II | Maritime Life Managed II-R |
| RSA Canada 60 Index | Maritime Life Canada 60 Index-R |
| RSA Canadian Growth | Maritime Life Cdn Growth-R |
| RSA Canadian Growth Series II | Maritime Life Cdn Growth II-R |
| RSA Dividend | Maritime Life Cdn Dividend-R |
| RSA Dividend Series IIV | Maritime Life Cdn Dividend II-R |
| RSA Equity | Maritime Life Value Equity-R |
| RSA Equity Series II | Maritime Life Value Equity II-R |
| RSA Europe 50 Index | Maritime Life Euro 50 Index-R |
| RSA European Equity | Maritime Life European Equity-R |
| RSA European Equity Series II | Maritime Life European Equity II-R |
| RSA Global Emerg Market Series II | Maritime Life Glo Emerg Mkts II-R |
| RSA Global Emerging Market | Maritime Life Glo Emerg Mkts-R |
| RSA Income | Maritime Life Income-R |
| RSA Income Series II | Maritime Life Income II-R |
| RSA International Equity | Maritime Life International Equ-R |
| RSA International Equity Series II | Maritime Life Internat'l Eq II-R |
| RSA Money Market | Maritime Life Short Term-R |
| RSA Money Market Series II | Maritime Life Short Term II-R |
| RSA PacRim Equity Series II | Maritime Life Far East Equity II-R |
| RSA Pacific Rim Equity | Maritime Life Far East Equity-R |
| RSA Simplicity Plus Growth Portf. | Maritime Life Simp Plus Gwth Port-R |
| RSA Simplicity Plus Income Portf. | Maritime Life Simp Plus Inc Port-R |
| RSA Simplicity Plus Performance Pt | Maritime Life Simp Plus Perf Port-R |
| RSA Trimark Advantage Bond | Maritime Life Trimark Adv Bond-R |
| RSA Trimark Canadian Resources | Maritime Life Trimark Cdn Res-R |
| RSA Trimark Discovery | Maritime Life Trimark Discovery-R |
| RSA Trimark Europlus | Maritime Life Trimark Europlus-R |
| RSA U.S. 500 Index | Maritime Life U.S. 500 Index-R |
| RSA U.S. Equity | Maritime Life U.S. Equity-R |
| RSA U.S. Equity Series II | Maritime Life U.S. Equity II-R |
| RSA US Opportunities 100 Index | Maritime Life US Opport 100 Index-R |
View the Fund Report for Maritime Life Assurance Co.
Effective January 1, 2002, Arrow Hedge Partners Inc. has launched a new Arrow Global RSP Multimanager fund.
View the Fund Report for Arrow Hedge Partners Inc.
Effective January 2, 2002, Mackenzie Financial Corporation is launching the VenGrowth Advanced Life Sciences fund.
View the Fund Report for Mackenzie Financial Corporation.
Effective January 2, 2002, Frederick Sturm has replaced Alexander Christ as the new manager for Mackenzie Growth Fund.
View the Fund Report for Mackenzie Financial Corporation.
Effective December 31, 2001, the following four funds offered by Altamira Investment Services Inc. have been terminated:
View the Fund Report for Altamira Investment Services Inc.
