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Noteworthy: January - March, 2003


Wednesday, March 26th, 2003: Blumont Captial Name Change

Effective March 24, 2003, Blumont Capital has announced that iPerform Strategic Partners Hedge has been renamed to BluMont Strategic Partners Hedge Fund.

View the Fund Report for Blumont Capital.


Tuesday, March 11th, 2003: MD Funds Name Change

Effective March 10, 2003, MD Funds Management Inc. has announced the following name changes:

Previous NameNew Name
MD Canadian Tax Managed PoolMDPIM Canadian Equity Pool (Cl A)
MD U.S. Tax Managed PoolMDPIM U.S. Equity Pool (Cl A)

View the Fund Report for MD Funds Management Inc.


Tuessday, March 11th, 2003: Franklin Templeton Name Change

Effective March 7, 2003, Franklin Templeton Investments has announced the following name changes:

Previous NameNew Name
Franklin U.S. Aggressive GrowthFranklin Flex Cap Growth
Franklin U.S. Aggressive Growth RSPFranklin Flex Cap Growth RSP
Franklin U.S. Aggressive Gwth (US$)Franklin Flex Cap Gwth (US$)
Franklin US Aggr Gwth Tax Cl (US$)Franklin Flex Cap Gwth Tax Cl (US$)
Franklin US Aggressive Gwth Tax ClFranklin Flex Cap Gwth Tax Class

View the Fund Report for Franklin Templeton Investments.


Thursday, March 6th, 2003: AIC Manager Change

Effective March 5, 2003, AIC Limited has announced the following portfolio manager changes:

Fund NamePrevious ManagerNew Manager
AIC Glo Advantage Seg (100%)Neil MurdochJonathan Wellum
AIC Glo Advantage Seg (75%)Neil MurdochJonathan Wellum
AIC Global AdvantageNeil MurdochJonathan Wellum
AIC Global Advantage (US$)Neil MurdochJonathan Wellum
AIC Global Advantage Corp Cl (US$)Neil MurdochJonathan Wellum
AIC Global Advantage Corporate ClNeil MurdochJonathan Wellum
AIC RSP Global AdvantageNeil MurdochJonathan Wellum
AIC RSP World EquityNeil MurdochAnne-Mette de Place Filippini
AIC World EquityNeil MurdochAnne-Mette de Place Filippini
AIC World Equity (US$)Neil MurdochAnne-Mette de Place Filippini
AIC World Equity Corporate Cl (US$)Neil MurdochAnne-Mette de Place Filippini
AIC World Equity Corporate ClassNeil MurdochAnne-Mette de Place Filippini
AIC World Equity Seg (100%) Neil MurdochAnne-Mette de Place Filippini
AIC World Equity Seg (75%)Neil MurdochAnne-Mette de Place Filippini

View the Fund Report for AIC Limited.


Wednesday, March 5th, 2003: New Faircourt Fund

Effective February 28, 2003, Faircourt Asset Mgmt. has launched the Faircourt Income Split Trust.


Monday, February 24th, 2003: CI Manager Change

Effective February 21, 2003, CI Mutual Funds has announced the following portfolio manager changes:

Fund NamePrevious ManagerNew Manager
Clarica EquifundNatCan Investment Mgmt. - Mgmt. TeamEric B. Bushell
Clarica Canadian Blue ChipNatCan Investment Mgmt. - Mgmt. TeamEric B. Bushell
Clarica Canadian Blue Chip ANatCan Investment Mgmt. - Mgmt. TeamEric B. Bushell
Clarica SF Canadian Blue ChipNatCan Investment Mgmt. - Mgmt. TeamEric B. Bushell
Clarica SF Canadian Blue Chip ANatCan Investment Mgmt. - Mgmt. TeamEric B. Bushell
Clarica IncomePerigee Investment Counsel - Mgmt. TeamJeffrey S. Herold
Clarica Income APerigee Investment Counsel - Mgmt. TeamJeffrey S. Herold
Clarica SF IncomePerigee Investment Counsel - Mgmt. TeamJeffrey S. Herold
Clarica SF Income APerigee Investment Counsel - Mgmt. TeamJeffrey S. Herold
Clarica Premier BondPerigee Investment Counsel - Mgmt. TeamJeffrey S. Herold
Clarica Premier Bond APerigee Investment Counsel - Mgmt. TeamJeffrey S. Herold
Clarica SF Premier BondPerigee Investment Counsel - Mgmt. TeamJeffrey S. Herold
Clarica SF Premier Bond APerigee Investment Counsel - Mgmt. TeamJeffrey S. Herold

View the Fund Report for CI Mutual Funds.


Tuesday, February 18th, 2003: New Franklin Templeton Funds

Effective February 17, 2003, Franklin Templeton Investments has launched the following funds:

View the Fund Report for Franklin Templeton Investments.


Tuesday, February 18th, 2003: New AIC Funds

Effective February 17, 2003, AIC Limited has launched the following 7 funds:

View the Fund Report for AIC Limited.


Friday, February 7th, 2003: New RBC Fund

Effective February 7, 2003, RBC Funds Inc. has launches the Royal Inv Focused North American fund.

View the Fund Report for RBC Funds Inc.


Wednesday, February 5th, 2003: CUMIS Funds Terminated

Effective January 31, 2003, CUMIS Life Insurance Company has terminated the following funds:


Wednesday, February 5th, 2003: CTI Funds Terminated

Effective January 29, 2003, CTI Mutual Funds has terminated the following funds:

View the Fund Report for CTI Mutual Funds.


Tuesday, February 4th, 2003: New Arrow Fund

Effective February 3, 2003, Arrow Hedge Partners Inc. has launched the Arrow Quant Market Neutral fund.

View the Fund Report for Arrow Hedge Partners Inc.


Monday, February 3rd, 2003: Talvest Manager Change

Effective February 3, 2003, Mclean Budden Management team has replaced Sharon M. Ranson, who has managed the Talvest Cdn. Equity Leaders Fund since October 1999.

Effective February 3, 2003, the Talvest Cdn. Equity Leaders Fund has been renamed as the Talvest Cdn. Equity Value Fund.

View the Fund Report for Talvest Fund Management.


Friday, January 31st, 2003: Sun Name Change

Effective January 1, 2003, Sun Life of Canada has announced that all funds under the Sun Life name are now registered as "Sun Wise" funds

View the Fund Report for CI Mutual Funds.


Thursday, January 30th, 2003: AIM Name Change

Effective January 30, 2003, AIM Funds Management has been renamed AIM Trimark Investments.

French: Placements AIM Trimark.

View the Fund Report for AIM Trimark Investments.


Thursday, January 30th, 2003: Mackenzie Manager Changes

Effective January 28, 2003, Mackenzie Financial Corporation has announced the following portfolio manager changes:

Fund NamePrevious ManagerNew Manager
Mackenzie Univ RSP U.S. Blue ChipPaul BaranJames Wineland
Mackenzie Univ U.S. Blue ChipPaul BaranJames Wineland
Mackenzie Univ U.S. Blue Chip (US$)Paul BaranJames Wineland
Mackenzie Univ U.S. Blue Chip SegPaul BaranJames Wineland
Mackenzie Univ US Blue Chip CapitalPaul BaranJames Wineland
Mackenzie Univ RSP Select ManagersPaul BaranDaniel Becker and Philip Sanders
Mackenzie Univ Sel Mgrs Cap ClassPaul BaranDaniel Becker and Philip Sanders
Mackenzie Univ Sel Mgrs USA Cap-BPaul BaranDaniel Becker and Philip Sanders
Mackenzie Univ Sel Mgrs USA CapitalPaul BaranDaniel Becker and Philip Sanders
Mackenzie Univ Select Manager SegPaul BaranDaniel Becker and Philip Sanders
Mackenzie Univ Select ManagersPaul BaranDaniel Becker and Philip Sanders
Mackenzie Univ Select Managers(US$)Paul BaranDaniel Becker and Philip Sanders

View the Fund Report for For Mackenzie Financial Corporation.


Tuesday, January 28th, 2003: New Arrow Funds

Effective December 2, 2002 Arrow Hedge Partners Inc. has launched two new funds:

Effective January 1, 2003 Arrow Hedge Partners Inc. has launched the Arrow RSP Multi-Strategy fund.

View the Fund Report for Arrow Hedge Partners Inc.


Friday, January 24th, 2003: Arrow Fund Changes

Effective January 2, 2003 Arrow Hedge Partners Inc. has announced the following changes:

Fund Name Changes

Previous NameNew Name
Arrow Global Multi-StrategyArrow Multi-Strategy
Arrow Global Multi-Strategy (US$)Arrow Multi-Strategy (US$)
Arrow Global Multi-ManagerArrow Global Long/Short
Arrow Global Multi-Manager (US$)Arrow Global Long/Short (US$)
Arrow Global RSP Multi-ManagerArrow Global RSP Long/Short

Terminated Fund

View the Fund Report for Arrow Hedge Partners Inc.


Tuesday, January 21st, 2003: CAMAF Name Change

Effective January 20, 2003, CAMAF (Canadian Anaesthetists) has announced the following name change:

Previous NameNew Name
Stone & Co. CAMAF Corporate ClassStone & Co. CAMAF Dividend Growth

View the Fund Report for Stone Funds.


Tuesday, January 21st, 2003: CEO Fund Merger

Effective January 17, 2003, CEO Group of Funds has announced the following fund mergers:

Discontinued FundMerged Into
CEO Hirsch Opportunistic Nat ResCEO Hirsch Opportunistic Canadian

View the Fund Report for CEO Group of Funds .


Tuesday, January 21st, 2003: New Pescara Fund

Effective January 2, 2003, Pescara Partners Inc. has launched 1 new fund:

View the Fund Report for Pescara Partners.


Monday, January 20th, 2003: Fidelity Manager Change

Effective January 20, 2003, Fidelity Investments Canada Ltd. has announced the following portfolio manager change:

Fund NamePrevious ManagerNew Manager
Fidelity Europe ClassThierry SereroIan Hart
Fidelity Europe-AThierry SereroIan Hart
Fidelity Europe-A (US$)Thierry SereroIan Hart
Fidelity RSP Europe-AThierry SereroIan Hart

View the Fund Report for Fidelity Investments Canada Ltd.


Monday, January 20th, 2003: Mackenzie Fund Mergers

Effective January 20, 2003, Mackenzie Financial has announced the following fund mergers:

Discontinued FundMerged Into
Mackenzie Growth SegMackenzie Ivy Canadian Seg
MAXXUM Canadian Value SegMAXXUM Dividend Growth Seg
Mackenzie Mortgage SegMackenzie Bond Seg
Mackenzie Univ Internat'l Stock SegMackenzie Univ Select Manager Seg
Mackenzie Univ Wld Gwth RRSP SegMackenzie Ivy Foreign Equity Seg
Mackenzie Univ Wld Income RRSP SegMackenzie Bond Seg
Mackenzie Univ Wld Tactical Bond SgMackenzie Bond Seg

View the Fund Report for Mackenzie Financial.


Monday, January 20th, 2003: iPerformance Name Change

Effective January 20, 2003, iPerformance Fund Corp. has announced the following name changes:

Previous NameNew Name
iPerform Canadian OpportunitiesBluMont Canadian Opportunities
iPerform Gabelli GlobalBluMont Gabelli Global
iPerform Market NeutralBluMont Market Neutral
iPerform Select LeadersBluMont Select Leaders
iPerform Hirsch Long/ShortBluMont Hirsch Long/Short
Hirsch PerformanceBluMont Hirsch Performance

iPerformance Fund Corp. ("iPerform") will be changing its name to BluMont Capital.

View the Fund Report for iPerformance Fund Corp.


Monday, January 20th, 2003: New Franklin Templeton Funds

Effective January 20, 2003, Franklin Templeton Investments has launched the following 8 funds:

View the Fund Report for Franklin Templeton Investments.


Monday, January 20th, 2003: Manulife Funds Terminated

Effective Janury 20, 2003, Manulife Financial has terminated the following funds:

View the Fund Report for Manulife Financial.


Thursday, January 16th, 2003: MD Funds Closed

Effective January 10, 2003, MD Funds Management Inc. announced the following funds are no longer available to new investors:

View the Fund Report for MD Funds Management Inc.


Monday, January 13th, 2003: New Mackenzie Fund

Effective January 13, 2003, Mackenzie Financial Corporation has launched MAXXUM Canadian Balanced 'T'.

View the Fund Report for Mackenzie Financial Corporation.


Monday, January 13th, 2003: CIBC Manager Change

Effective January 13, 2003, CIBC Securities Inc. has announced the following portfolio manager changes:

Fund NamePrevious ManagerNew Manager
CIBC U.S. Equity IndexSusan EllisonKarl Gauvin
CIBC U.S. Equity Index (US$)Susan EllisonKarl Gauvin

View the Fund Report for CIBC Securities Inc.


Monday, January 13th, 2003: Fidelity Manager Change

Effective January 13, 2003, Fidelity Investments Canada Ltd. has announced the following portfolio manager changes:

Fund NamePrevious ManagerNew Manager
Fidelity Latin America-AMargaret ReynoldsClaudio Brocado
Fidelity Latin America-A (US$)Margaret ReynoldsClaudio Brocado

View the Fund Report for Fidelity Investments Canada Ltd.


Friday, January 10th, 2003: Manulife Terminates Funds

Effective December 31, 2002, Manulife Financial has terminated the following funds:

View the Fund Report for Manulife Financial.


Friday, January 10th, 2003: Thornmark renames fund

Effective December 31, 2002, Thornmark Asset Management Inc. has announced the following name change:

Previous NameNew Name
Thornmark Canadian EquityThornmark Enhanced Equity

View the Fund Report for Thornmark Asset Management Inc..


Wednesday, January 8th, 2003: New Standard Life Funds

Effective January 6, 2003, Standard Life has launched 8 new segregated funds:

View the Fund Report for Standard Life.


Tuesday, January 7th, 2003: New Dynamic Fund

Effective January 2, 2003, Dynamic Mutual Funds Ltd. launched the following fund:

View the Fund Report for Dynamic Mutual Funds Ltd..


Tuesday, January 7th, 2003: Manulife Fund Mergers

Effective January 3, 2003, Manulife Financial has announced the following fund mergers:

Discontinued FundMerged Into
MLI AGF Gbl Gov't Bond GIF 1MLI Global Bond (Oe) GIF 1
MLI AGF Gbl Gov't Bond GIFe 1MLI Global Bond (Oe) GIFe 1
MLI Dynamic Dividend Growth GIF 1MLI AGF Canadian Dividend GIF 1
MLI Dynamic Dividend Growth GIFe 1MLI AGF Canadian Dividend GIFe 1
MLI Dynamic Global Bond GIF 1MLI Global Bond (Oe) GIF 1
MLI Dynamic Global Bond GIFe 1MLI Global Bond (Oe) GIFe 1
MLI Dynamic Partners GIF 1MLI Cdn Balanced (Seamark) GIF 1
MLI Dynamic Partners GIFe 1MLI Cdn Balanced (Seamark) GIFe 1
MLI E&P Equity GIF 1MLI E&P Sector Rotation GIF 1
MLI Sceptre Balanced Growth GIFe 1MLI Cdn Balanced (Seamark) GIFe 1
MLI Sceptre Canadian Equity GIFe 1MLI E&P Value Equity GIFe 1
MLI StrategicNova Cdn Lrg Cap GIF 1MLI Fidelity True North GIF 1
MLI StrategicNova Cdn Lrg Cp GIFe 1MLI Fidelity True North GIFe 1
MLI StrategicNova Sel Cd LrgC GIF 1MLI Fidelity True North GIF 1
MLI StrategicNova SelCd LgCp GIFe 1MLI Fidelity True North GIFe 1
MLI TSE Equity Index GIF 1MLI Canadian Equ Index GIF 1
MLI U.S. Equity Index GIF 1MLI American Equity Index GIF 1
MLI U.S. Equity Index GIF 2MLI American Equity Index GIF 2
MLI U.S. Equity Index GIFe 1MLI American Equity Index GIFe 1
MLI U.S. Equity Index GIFe 2MLI American Equity Index GIFe 2

View the Fund Report for Manulife Financial.


Tuesday, January 7th, 2003: Opus 2 Fund Terminated

Effective December 31, 2002, Opus 2 Financial Inc. has terminated the following fund:

View the Fund Report for Opus 2 Financial Inc.


Friday, January 3rd, 2003: Zurich Funds Terminated

Effective December 31, 2002, Zurich Life Insurance Co of Can has announced the termination of the following 15 segregated funds:

View the Fund Report for Zurich Life Insurance Co of Can.


Thursday, January 2nd, 2003: Fidelity Manager Change

Effective January 1, 2003, Fidelity Investments Canada Ltd. has announced the following portfolio manager changes:

Fund NamePrevious ManagerNew Manager
Fidelity Focus Natural Res-A (US$)John PorterPratima Abichandani
Fidelity Focus Natural Resources ClJohn PorterPratima Abichandani
Fidelity Focus Natural Resources-AJohn PorterPratima Abichandani

View the Fund Report for Fidelity Investments Canada Ltd.


Thursday, January 2nd, 2003: New Hillsdale Manager

Effective December 31, 2002, Acuity Funds Ltd. has launched 4 new funds:

View the Fund Report for Acuity Funds Ltd.


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