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Globe Portfolio

Noteworthy — April to June 2002


Thursday, June 27th, 2002: Mavrix Name Changes

Effective June 27, 2002, Mavrix Fund Management Inc. has renamed the following Funds:

Previous NamesNew Name
Mavrix BalancedMavrix Diversified
Mavrix Canadian ValueMavrix Canadian Strategic Equity
Mavrix IncomeMavrix Dividend & Income
Mavrix Strategic Fixed IncomeMavrix Strategic Bond
Mavrix Sustainable DevelopmentMavrix Sierra Equity

View the Fund Report for Mavrix Fund Management Inc.


Thursday, June 27th, 2002: Mavrix Name Changes

Effective June 27, 2002, Mavrix Fund Management Inc. has renamed the following Funds:

Previous NamesNew Name
Mavrix BalancedMavrix Diversified
Mavrix Canadian ValueMavrix Canadian Strategic Equity
Mavrix IncomeMavrix Dividend & Income
Mavrix Strategic Fixed IncomeMavrix Strategic Bond
Mavrix Sustainable DevelopmentMavrix Sierra Equity

View the Fund Report for Mavrix Fund Management Inc.


Wednesday, June 19th, 2002: Guardian Fund Mergers

Effective June 14, 2002, GGOF Guardian Group of Funds has announced the following fund mergers:

Discontinued FundMerged Into
Jones Heward BondGGOF Guardian Cdn Bond Mutual
Jones Heward Canadian BalancedGGOF Alexandria Canadian Balanced
Jones Heward Money MarketGGOF Guardian Cdn MMF Mutual

View the Fund Report for GGOF Guardian Group of Funds.


Monday, June 17th, 2002: Franklin Templeton Name Changes

Effective June 17, 2002, Franklin Templeton Investments has renamed the following Funds:

Previous NamesNew Name
Bissett Money Market Tax ClassFranklin Temp Money Market Tax Cl
Bissett Money Market-AFranklin Temp Money Market-A
Bissett Money Market-FFranklin Temp Money Market-F
Bissett Retirement-ABissett Canadian Balanced-A
Bissett Retirement-FBissett Canadian Balanced-F
Franklin U.S. Money Market (US$)Franklin Temp US Money Market (US$)
Franklin US Money Market Tax (US$)Franklin Temp US Money Mkt Tax(US$)
Templeton Treasury BillFranklin Templeton Treasury Bill

View the Fund Report for Franklin Templeton Investments.


Tuesday, June 4th, 2002: First Trust Portfolios Funds Terminated

Effective May 31, 2002, First Trust Portfolios has terminated the following 4 funds:

View the Fund Report for First Trust Portfolios.


Monday, June 3rd, 2002: New AEGON Mutual Funds

Effective June 1, 2002, AEGON Fund Management Inc. has launched 15 new funds:

View the Fund Report for AEGON Mutual Funds.


Monday, June 3rd, 2002: New ClaringtonFunds Mutual Funds

Effective June 1, 2002, ClaringtonFunds Inc. has launched 2 new funds:

View the Fund Report for ClaringtonFunds Mutual Funds.


Friday, May 31st, 2002: New CI Mutual Funds

Effective March 31, 2002, CI Mutual Funds has launched 3 new funds:

View the Fund Report for CI Mutual Funds.


Friday, May 31st, 2002: AIM Manager Change

Effective May 31, 2002, AIM Funds Management Inc. has announced the following portfolio manager changes:

Patrick Farmer will no longer participate in managing the following funds:
Michelle Espelien will no longer actively co-manage:
Dale Griffen, Ben Hock, Jonathan Schoolar and Monika Degan will not longer actively co-manage:

View the Fund Report for AIM Fund Management Inc.


Thursday, May 30th, 2002: Assumption Life Name Change

Effective May 29, 2002, Assumption Life has renamed the following funds:

Previous NamesNew Name
Assumption/MB Short TermAssumption/MB T-Max

View the Fund Report for Assumption Life.


Monday, May 27th, 2002: Mackenzie Fund Changes

Effective May 24, 2002, Mackenzie Financial Corporation has renamed the following funds:

Previous NamesNew Name
Universal Internet Technologies Capital ClassUniversal Emerging Technologies Capital Class
Universal RSP Internet TechnologiesUniversal RSP Emerging Technologies

In addition, Mackenzie Financial Corporation has announced the following fund mergers and closures:

Discontinued FundMerged Into
Mackenzie Univ AmericasMackenzie Univ Sel Mgrs USA Cap-B
Mackenzie Univ Americas (US$)Mackenzie Univ Sel Mgrs USA Cap-B
Mackenzie Univ Commun Capital ClassMackenzie Univ Wld Sci & Tec Cap Cl
Mackenzie Univ CommunicationsMackenzie Univ Wld Sci & Tec Cap Cl
Mackenzie Univ Communications (US$)Mackenzie Univ Wld Sci & Tec Cap Cl
Mackenzie Univ Global EthicsMackenzie Univ Global Ethics Cap Cl
Mackenzie Univ Global Ethics (US$)Mackenzie Univ Global Ethics Cap Cl
Mackenzie Univ Internet Tech (US$)Mackenzie Univ Emerging Tech Cap Cl
Mackenzie Univ Internet TechMackenzie Univ Emerging Tech Cap Cl
Mackenzie Univ JapanMackenzie Univ Sel Mgr Japan CpCl-B
Mackenzie Univ Japan (US$)Mackenzie Univ Sel Mgr Japan CpCl-B
Mackenzie Univ RSP CommunicationsMackenzie Univ RSP Wld Sci & Tech
Mackenzie Univ Wld Real EstateMackenzie Univ Wld Real Est Cap Cl
Mackenzie Univ Wld Real Estate(US$)Mackenzie Univ Wld Real Est Cap Cl
Mackenzie Univ Wld ResourceMackenzie Univ Wld Resource Cap Cl
Mackenzie Univ Wld Resource (US$)Mackenzie Univ Wld Sci & Tec Cap Cl
Mackenzie Univ Wld Sci & TechMackenzie Univ Wld Sci & Tec Cap Cl
Mackenzie Univ World ValueMackenzie Univ Divers Equ Capital
Mackenzie Univ World Value (US$)Mackenzie Univ Divers Equ Capital

The following funds have also been closed to new investors.

View the Fund Report for Mackenzie Financial Corporation.


Friday, May 24th, 2002: Mackenzie Name Change

Effective May 24, 2002, Mackenzie Financial Corporation has renamed the following Funds:

Previous NamesNew Name
Mackenzie Univ RSP Internet TechMackenzie Univ RSP Emerging Tech
Mackenzie Univ Internet Tech Cap ClMackenzie Univ Emerging Tech Cap Cl

View the Fund Report for Mackenzie Financial Corporation.


Wednesday, May 22nd, 2002: Counsel Fund Merger

Effective May 17, 2002, Counsel Wealth Management has announced the following fund merger:

Discontinued FundMerged Into
Counsel International Managed RSPCounsel Balanced RSP Portfolio

View the Fund Report for Counsel Wealth Management.


Tuesday, May 21st, 2002: CM Name Change

Effective March 28, 2002, CM Investment Management Inc. has renamed the following Funds:

Previous NamesNew Name
Renaissance Select Cdn BalancedRenaissance Canadian Balanced
Renaissance Select Global ValueRenaissance Global Value
Renaissance Select Global Value RSPRenaissance Global Value RSP
Renaissance Select Int'l GrowthRenaissance International Growth
Renaissance Select Int'l Growth RSPRenaissance Int'l Growth RSP

View the Fund Report for CM Investment Management Inc.


Tuesday, May 21st, 2002: SSQ VIE Name Change

Effective May 17, 2002, SSQ VIE Inv et retraite(Astra) has renamed the following Funds:

Previous NamesNew Name
Astra Actions AmericainesAstra McLean Budden U.S. Equity
Astra Actions Can. - Serie IIAstra OAM Canadian Equity
Astra Actions CanadiennesAstra Natcan Canadian Equity
Astra American Dynamic EquityAstra AGF U.S. Equity
Astra Canadian Dynamic EquityAstra AIC Canadian Equity
Astra Canadian Growth EquityAstra Greystone Cdn Growth Equity
Astra Canadian Small CapitalizationAstra Canadian Small Cap Equity
Astra Canadian Value EquityAstra JFL Cdn Value Equity
Astra Diversified DynamicAstra Ivy Diversified Growth & Inc
Astra Diversified GrowthAstra McLean Budden Diversif Growth
Astra DynamiqueAstra Growth Strategy
Astra EquilibreAstra Balanced Strategy
Astra Global Dynamic EquityAstra Global Equity
Astra Index AudaciousAstra Growth Index
Astra Index ConservativeAstra Conservative Index
Astra Index Growth & IncomeAstra Growth & Income Index
Astra Index WorldAstra World Index
Astra Indice americain RERAstra U.S. RSP Index
Astra ObligationsAstra Natcan Bond
Astra Obligations - Serie IIAstra Addenda Bond
Astra SecuritaireAstra Conservative Strategy

View the Fund Report for SSQ VIE Inv et retraite(Astra).


Friday, May 17th, 2002: AIM Fund closure

Effective May 17, 2002, Trimark Canadian Small Companies Fund is not long available to new investors.

View the Fund Report for AIM Funds Management Inc.


Thursday, May 16th, 2002: Tradex Fund Merger

Effective May 10, 2002, Tradex Management Inc. has announced the following fund merger:

Discontinued FundMerged Into
Tradex Canadian GrowthTradex Equity Fund Limited

View the Fund Report for Tradex Management Inc.


Tuesday, May 15th, 2002: Mackenzie Funds Terminated

Effective May 10, 2002, Mackenzie Financial Corporation has terminated the following 2 segregated funds:

View the Fund Report for Mackenzie Financial Corporation.


Wednesday, May 1st, 2002: Spectrum Manager Change

Effective May 1, 2002, Spectrum Investments has announced the following portfolio manager change:

Fund NamePrevious ManagersNew Managers
Spectrum Canadian ResourceGaelen MorphetGraham Birch & Evy Hambro

View the Fund Report for Spectrum Investments.


Wednesday, May 1st, 2002: New Maritime Funds

Effective May 1, 2002, Maritime Life Assurance Co. has launched 35 new segregated funds:

Effective April April 30, 2002, Maritime Life Assurance Co. has terminated the following 12 segregated funds:

View the Fund Report for Maritime Life Assurance Co.


Wednesday, May 1st, 2002: Clarington Fund Closed

Effective April 15, 2002, Clarington Digital Economy Class Fund is not long available to new investors.

View the Fund Report for Clarington Funds Inc.


Tuesday, April 30th, 2002: AIM Name Change

Effective April 30, 2002, AIM Funds Management Inc. has renamed the following funds:

Previous NamesNew Name
AIM American Blue Chip GrowthAIM American Growth
AIM American Blue Chip Growth (US$)AIM American Growth (US$)
AIM RSP American Blue Chip GrowthAIM RSP American Growth

View the Fund Report for AIM Funds Management Inc.


Monday, April 29th, 2002: New AIC Fund

Effective April 29, 2002, AIC Limited has launched a new AIC Total Yield Corporate Class fund.

View the Fund Report for AIC Limited.


Tuesday, April 23rd, 2002: Northwest Fund Merger

Effective April 19, 2002, Northwest Mutual Funds Inc. has announced the following fund mergers:

Discontinued FundMerged Into
Northwest Specialty ResourceNorthwest Specialty Equity

View the Fund Report for Northwest Mutual Funds Inc.


Monday, April 15th, 2002: New RBC Fund

Effective April 15, 2002, RBC Funds Inc. has launched a new Royal Tax Managed Return fund.

View the Fund Report for RBC Funds Inc.


Wednesday, April 10th, 2002: Astra Manager Change

Effective April 8, 2002, SSQ VIE Inv et retraite(Astra) has announced the following fund name and portfolio manager changes:

Fund NamePrevious ManagersNew Managers
Astra DynamiqueFranklin Templeton Mgmt. - Mgmt. TeamJarislowsky Fraser Ltd. - Mgmt. Team
Astra Equilibre Franklin Templeton Mgmt. - Mgmt. TeamJarislowsky Fraser Ltd. - Mgmt. Team
Astra SecuritaireFranklin Templeton Mgmt. - Mgmt. TeamJarislowsky Fraser Ltd. - Mgmt. Team
The Astra Health has been renamed to Astra Talvest Global Health Care Fund

View the Fund Report for SSQ VIE Inv et retraite(Astra).


Thursday, April 4th, 2002: TD Management Change

Effective March 30, 2002, TD Asset Management Inc. has announced the following portfolio manager change:

Fund NamePrevious ManagerNew Manager
TD Global Government Bond FundDavid Gibbon and Mark SettlesSatish Rai and Geoff Wilson

View the Fund Report for TD Asset Management Inc.


Tuesday, April 2nd, 2002: Excel Fund Terminated

Effective March 31, 2002, Excel Funds Management Inc. has terminated Excel G3 RSP fund.

View the Fund Report for Excel Funds Management Inc.


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