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Globe Portfolio

Noteworthy — January to March 2002


Tuesday, March 26th, 2002: Cartier Manager Change

Effective March 1, 2002, Cartier Mutual Funds Inc. has announced the following portfolio manager changes:

Fund NamePrevious ManagerNew Manager
Cartier U.S. Equity FundAlain Guilmette & associésHoldun Investment Management Inc.

Cartier Mutual Funds Inc. has also renamed the following fund:

Previous NamesNew Name
Cartier Canadian Asset Allocation FundCartier Tactical Asset Allocation Fund

View the Fund Report for Cartier Mutual Funds Inc.

Friday, March 8th, 2002: AGF Name Change

Effective March 8, 2002, AGF Funds Inc. has renamed the following fund:

Previous NameNew Name
AGF Managed Futures Value FundAGF Managed Futures Fund

Effective March 8, 2002, AGF Funds Inc. has announced the following portfolio manager change:

Fund NamePrevious ManagerNew Manager
AGF Managed Futures FundJohn Di TomassoAGF Management Team

View the Fund Report for AGF Funds Inc.


Wednesday, March 6th, 2002: New Mackenzie Funds

Effective March 6, 2002, Mackenzie Financial Corporation has launched 7 new series 'T' funds:

View the Fund Report for Mackenzie Financial Corporation .


Tuesday, March 5th, 2002: Stone Name Change

Effective March 4, 2001, Stone Funds has renamed the following fund:

Previous NameNew Name
CAMF (Cdn-Anaesthetists) FundCAMAF Corporate Class Fund

View the Fund Report for Stone Funds.


Monday, March 4, 2002: Fidelity Manager Change

Effective March 1, 2002, Fidelity Investments Canada Ltd. has announced the following portfolio manager changes:

Fund NamePrevious ManagerNew Manager
Fidelity Focus Consumer Ind-A (US$)John PorterBrian Hanson
Fidelity Focus Consumer Indust. ClJohn PorterBrian Hanson
Fidelity Focus Consumer Indust.-AJohn PorterBrian Hanson
Fidelity Focus Health Care ClassYolanda StrockSteve Calhoun
Fidelity Focus Health Care-AYolanda StrockSteve Calhoun
Fidelity Focus Health Care-A (US$)Yolanda StrockSteve Calhoun
Fidelity RSP Focus Healthcare-AYolanda StrockSteve Calhoun
Fidelity Focus Natural Res-A (US$)Scott OffenJohn Porter
Fidelity Focus Natural Resources ClScott OffenJohn Porter
Fidelity Focus Natural Resources-AScott OffenJohn Porter

View the Fund Report for Fidelity Investments Canada Ltd.


Thursday, February 28th, 2002: CM Name Change

Effective February 28, 2002, CM Investment Management Inc. (formally Merrill Lynch Investment Mgrs) has renamed the following Funds:

Previous NameNew Name
Merrill Lynch Canadian Balanced ValRenaissance Canadian Balanced Value
Merrill Lynch Canadian BondRenaissance Canadian Bond
Merrill Lynch Canadian GrowthRenaissance Canadian Growth
Merrill Lynch Canadian Income TrustRenaissance Canadian Income Trust
Merrill Lynch Canadian Small-CapRenaissance Canadian Small-Cap
Merrill Lynch Canadian T-BillRenaissance Canadian T-Bill
Merrill Lynch Cdn Core ValueRenaissance Canadian Core Value
Merrill Lynch Cdn High Yield BondRenaissance Cdn High Yield Bond
Merrill Lynch Cdn Money MarketRenaissance Canadian Money Market
Merrill Lynch Developing Cap MktRenaissance Developing Cap Markets
Merrill Lynch EuroRenaissance Euro
Merrill Lynch Global GrowthRenaissance Global Growth
Merrill Lynch Global Growth RSPRenaissance Global Growth RSP
Merrill Lynch Global SectorsRenaissance Global Sectors
Merrill Lynch Global Sectors RSPRenaissance Global Sectors RSP
Merrill Lynch Global TechnologyRenaissance Global Technology
Merrill Lynch Global Technology RSPRenaissance Global Technology RSP
Merrill Lynch Int'l RSP IndexRenaissance International RSP Index
Merrill Lynch Sel Global Value RSPRenaissance Select Global Value RSP
Merrill Lynch Select Cdn BalancedRenaissance Select Cdn Balanced
Merrill Lynch Select Global ValueRenaissance Select Global Value
Merrill Lynch Select Int'l GrowthRenaissance Select Int'l Growth
Merrill Lynch Select Int'l Gwth RSPRenaissance Select Int'l Growth RSP
Merrill Lynch Triple A 50Renaissance Tactical Allocation
Merrill Lynch Triple A 50 RSPRenaissance Tactical Allocation RSP
Merrill Lynch U.S. Basic ValueRenaissance U.S. Basic Value
Merrill Lynch U.S. Fundamental GwthRenaissance U.S. Fundamental Gwth
Merrill Lynch U.S. Money Mkt (US$)Renaissance U.S. Money Market (US$)
Merrill Lynch U.S. RSP IndexRenaissance 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.


Thursday, February 28th, 2002: AIM Manager Change

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.


Monday, February 18th, 2002: New ClaringtonFunds

Effective February 18, 2002, ClaringtonFunds Inc. has launched 2 new funds:

View the Fund Report for ClaringtonFunds Inc.


Friday, February 1st, 2002: Stone Acquisition

Effective February 1, 2002, Stone & Co. Limited has acquired Lion Funds Management Inc. and announced the following name changes:

Previous NameNew Name
Yorkton Knowledge IndustriesStone & Co. Flagship Knowledge Ind
Yorkton Health ScienceStone & Co. Health Science

These funds will be listed under Stone & Co. Limited.

View the Fund Report for Stone Funds.


Friday, February 1st, 2002: New CIBC funds

Effective February 1, 2002, CIBC Securities Inc. has launched 9 new portfolio funds:

View the Fund Report for CIBC Securities Inc.


Thursday, January 31st, 2002: Clarica name change

Effective January 2, 2002, Clarica Mutual Funds has renamed the following funds:

Previous NameNew Name
Clarica Premier Blue ChipClarica Canadian Blue Chip
Clarica Premier Blue Chip AClarica Canadian Blue Chip A
Clarica Premier DiversifiedClarica Canadian Diversified
Clarica Premier Diversified AClarica Canadian Diversified A
Clarica Premier GrowthClarica Canadian Small/Mid Cap
Clarica Premier Growth AClarica Canadian Small/Mid Cap A
Clarica SF Premier Blue ChipClarica SF Canadian Blue Chip
Clarica SF Premier Blue Chip AClarica SF Canadian Blue Chip A
Clarica SF Premier DiversifiedClarica SF Canadian Diversified
Clarica SF Premier Diversified AClarica SF Canadian Diversified A
Clarica SF Premier GrowthClarica SF Canadian Small/Mid Cap
Clarica SF Premier Growth AClarica SF Canadian Small/Mid Cap A

View the Fund Report for Clarica Mutual Funds.


Wednesday, January 30th, 2002: New Elliot & Page funds

Effective January 30, 2002, Elliott & Page Ltd. has launched 2 new funds:

View the Fund Report for Elliott & Page Ltd.


Wednesday, January 30th, 2002: New Fidelity funds

Effective January 30, 2002, Fidelity Investments Canada Ltd. has launched 3 new funds:

View the Fund Report for Fidelity Investments Canada Ltd.


Tuesday, January 29th, 2002: AIM Manager addition

Effective January 28, 2002, Heather Peirce is the new addition manager for following funds:

View the Fund Report for AIM Funds Management Inc.


Monday, January 28th, 2002: Fidelity Manager change

Effective January 23, 2002, Telis Bertsekas has replaced Chris Zepf as the new manager for following funds:

Fund NamePrevious ManagerNew Manager
Fidelity Focus Technology ClassChris ZepfTelis Bertsekas
Fidelity Focus Technology-AChris ZepfTelis Bertsekas
Fidelity Focus Technology-A (US$)Chris ZepfTelis Bertsekas
Fidelity RSP Focus Technology-AChris ZepfTelis Bertsekas

View the Fund Report for Fidelity Investments Canada Ltd.


Friday, January 25th, 2002: New Counsel funds

Effective January 22, 2002, Counsel Wealth Management has launched 7 new portfolio funds:

View the Fund Report for Counsel Wealth Management.


Monday, January 21st, 2002: Mackenzie fund merger

Effective January 18, 2002, Mackenzie Financial Corporation has announced the following fund mergers:

Discontinued FundMerged Into
Mackenzie Univ Wld High YieldMackenzie Yield Advantage
Mackenzie Ind Equity Fund LtdMackenzie Ivy Enterprise

View the Fund Report for Mackenzie Financial Corporation.


Tuesday, January 15th, 2002: New Manulife funds

Effective January 14, 2002, Manulife Financial has launched 14 new segregated funds:

View the Fund Report for Manulife Financial.


Friday, January 11th, 2002: TD manager change

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.


Thursday, January 10th, 2002: New VentureLink funds

Effective December 18, 2001, VentureLink Group of Funds has launched 5 new Labour Sponsor funds:

View the Fund Report for VentureLink Group of Funds.


Tuesday, January 8th, 2002: Mackenzie name change

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.


Tuesday, January 8th, 2002: Sentry name change

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.


Monday, January 7th, 2002: Opus funds terminated

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.


Thursday, January 3rd, 2002: New National Life funds

Effective January 1, 2002, National Life has launched 35 new funds:

View the Fund Report for National Life.


Wednesday, January 2nd, 2002: ING manager change

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.


Wednesday, January 2nd, 2002: Comm Union funds terminated

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.


Wednesday, January 2nd, 2002: Commercial Union Management Change

Manulife Financial has taken over the management and renamed the following two Commerical Union funds

Previous NamesNew Name
Commercial Union U.S. Equity IndexMLI American Equity Index GIF
Commercial Union Cdn TSE35MLI TSE Equity Index GIF

View the Fund Report for Manulife Financial.


Wednesday, January 2nd, 2002: New Manulife Financial Fund

Manulife Financial has launched a new MLI American Equity Index GIF2 fund

View the Fund Report for Manulife Financial.


Wednesday, January 2nd, 2002: Centerfire fund change

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.


Wednesday, January 2nd, 2002: IRIS fund changes

Effective December 31, 2001, Laurentian Bank has announced the following fund mergers and name changes:

Discontinued FundMerged Into
IRIS Canadian Equity Index PlusR Canadian Equity
IRIS Money MarketR Money Market
IRIS MortgageR Bond
IRIS Nasdaq 100 RSP IndexR Techno Media
IRIS Tactical Option BalancedR Balanced
IRIS US EquityR American
R Europe Techno-MediaR Techno Media
R Europe Techno Media RSPR Techno Media RSP
R Small & Mid-Cap EuropeanR European Fund
R Small & Mid-Cap European RSPR European RSP
Name Changes
Previous NameNew Name
IRIS BalancedR Balanced
IRIS BondR Bond
IRIS Canadian EquityR Canadian Equity
IRIS DividendR Dividend
IRIS Global EquityR Global Equity
IRIS N.A. High Yield BondR N.A. High Yield Bond
IRIS Small Cap Canadian EquityR Small Cap Canadian Equity
IRIS Strategic Growth Option BalR Monthly Income Balanced

View the Fund Report for R Funds (BLC-Rothschild).


Wednesday, January 2nd, 2002: RSA Management change

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 NamesNew Name
RSA BalancedMaritime Life Managed-R
RSA Balanced Series IIMaritime Life Managed II-R
RSA Canada 60 IndexMaritime Life Canada 60 Index-R
RSA Canadian GrowthMaritime Life Cdn Growth-R
RSA Canadian Growth Series IIMaritime Life Cdn Growth II-R
RSA DividendMaritime Life Cdn Dividend-R
RSA Dividend Series IIVMaritime Life Cdn Dividend II-R
RSA EquityMaritime Life Value Equity-R
RSA Equity Series IIMaritime Life Value Equity II-R
RSA Europe 50 IndexMaritime Life Euro 50 Index-R
RSA European EquityMaritime Life European Equity-R
RSA European Equity Series IIMaritime Life European Equity II-R
RSA Global Emerg Market Series IIMaritime Life Glo Emerg Mkts II-R
RSA Global Emerging MarketMaritime Life Glo Emerg Mkts-R
RSA IncomeMaritime Life Income-R
RSA Income Series IIMaritime Life Income II-R
RSA International EquityMaritime Life International Equ-R
RSA International Equity Series IIMaritime Life Internat'l Eq II-R
RSA Money MarketMaritime Life Short Term-R
RSA Money Market Series IIMaritime Life Short Term II-R
RSA PacRim Equity Series IIMaritime Life Far East Equity II-R
RSA Pacific Rim EquityMaritime 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 PtMaritime Life Simp Plus Perf Port-R
RSA Trimark Advantage BondMaritime Life Trimark Adv Bond-R
RSA Trimark Canadian ResourcesMaritime Life Trimark Cdn Res-R
RSA Trimark DiscoveryMaritime Life Trimark Discovery-R
RSA Trimark EuroplusMaritime Life Trimark Europlus-R
RSA U.S. 500 IndexMaritime Life U.S. 500 Index-R
RSA U.S. EquityMaritime Life U.S. Equity-R
RSA U.S. Equity Series IIMaritime Life U.S. Equity II-R
RSA US Opportunities 100 IndexMaritime Life US Opport 100 Index-R

View the Fund Report for Maritime Life Assurance Co.


Wednesday, January 2nd, 2002: New Arrow fund

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.


Wednesday, January 2nd, 2002: New Mackenzie fund

Effective January 2, 2002, Mackenzie Financial Corporation is launching the VenGrowth Advanced Life Sciences fund.

View the Fund Report for Mackenzie Financial Corporation.


Wednesday, January 2nd, 2002: Mackenzie manager change

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.


Wednesday, January 2nd, 2002: Altamira funds terminated

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.


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