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Globe Portfolio

Noteworthy: April - June, 2002

Friday, June 27th, 2003: Astra Manager Change

Effective June 27, 2003, Astra Funds has announced the following portfolio manager changes:

Fund NamePrevious ManagerNew Manager
Astra AGF U.S. EquityAGF ManagementJarislowsky Fraser Management
Astra International EquityFranklin Templeton InvestmentsNatcan Investment Management

Fund Name Changes:

Previous NameNew Name
Astra AGF U.S. EquityAstra JF U.S. Value Equity

Wednesday, June 25th, 2003: National Life Name Change

Effective June 23, 2003, National Life funds has announced the following name changes:

Previous NameNew Name
NL Multi-Strategies (Univest)NL Multi Strategy
NL Multi-Strategies (GAM)NL Global Trading

View the Fund Report for National Life.


Wednesday, June 25th, 2003: New Empire Funds

Effective June 23, 2003, Empire Life Insurance Co. has launched the following funds:

View the Fund Report for Empire Financial Group.


Friday, June 20th, 2003: Laketon Fund Terminated

Effective June 19, 2003, Laketon Investment Management Ltd. has terminated the following funds:

View the Fund Report for Laketon Investment Management Ltd.


Friday, June 20th, 2003: New Citadel Fund

Effective June 13, 2003, Citadel Diversified Ltd. has launched the following fund:

View the Fund Report for Citadel Diversified Ltd.


Friday, June 20th, 2003: Talvest Manager Change

Effective May 1, 2003, Talvest Fund Management has announced the following portfolio manager changes:

Catherine Somhegyi, BSC, MBA Manager of Nicholas Applegate Capital Management will no longer participate in managing the following funds:

This manager will be replaced by Jamie Rome & Ed Makin of Wellington Management Company LLP.

View the Fund Report for Talvest Fund Management.


Tuesday, June 17th, 2003: New Astra Fund

Effective June 16, 2003, Astra Funds has launched the following fund:


Tuesday, June 17th, 2003: GGOF Fund Mergers

Effective June 13, 2003, Guardian Mutual Funds has announced the following fund mergers:

Previous NameMerged Into
GGOF Canadian ValueGGOF Canadian Large Cap Val Mutual
GGOF Canadian Equity ClassicGGOF Canadian Large Cap Val Mutual
GGOF Canadian Equity MutualGGOF Canadian Large Cap Val Mutual
GGOF Canadian Growth BalancedGGOF Cdn Balanced Mutual
GGOF RSP American GrowthGGOF RSP American Value Mutual
GGOF Global EquityGGOF Global Value
GGOF International EquityGGOF Global Value

View the Fund Report for GGOF Guardian Group of Funds.


Tuesday, June 17th, 2003: AGF Fund Mergers

Effective June 14, 2003, AGF Funds Inc. has announced the following fund mergers:

Previous NameMerged Into
AGF Canadian Small CapAGF Canadian Aggressive All-Cap
AGF IndiaAGF Emerging Markets Value
AGF India (US$)AGF Emerging Markets Value (US$)
AGF Latin AmericaAGF Emerging Markets Value (US$)
AGF Latin America (US$)AGF Emerging Markets Value (US$)
AGF RSP Int'l Equity AllocationAGF RSP World Companies
AGF RSP World EquityAGF RSP World Companies
AGF World EquityAGF World Companies

Fund Name Changes

Previous NameNew Name
AGF Canadian Aggressive All-CapAGF Cdn Small Cap Fund

View the Fund Report for AGF Funds Inc.


Tuesday, June 17th, 2003: GGOF Name Change

Effective June 13, 2003, Guardian Mutual funds has announced the following name changes:

Previous NameNew Name
GGOF Canadian Large Cap MutualGGOF Canadian Large Cap Val Mutual
GGOF Cdn Value Balanced MutualGGOF Cdn Balanced Mutual
GGOF Cdn Value Balanced ClassicGGOF Cdn Balanced Classic

View the Fund Report for GGOF Guardian Group of Funds.


Wednesday, June 11th, 2003: New Franklin Funds

Effective June 9, 2003, Franklin Mutual Series has launched the following funds:

View the Fund Report for Franklin Templeton Investments.


Wednesday, June 11th, 2003: Franklin Name Change

Effective June 9, 2003, Franklin Mutual Series has announced the following name changes:

Previous NameNew Name
Franklin AGE High IncomeFranklin High Income

View the Fund Report for Franklin Templeton Investments.


Monday, June 9th, 2003: Counsel Name Change

Effective April 30, 2003, Counsel Wealth Management has announced the following name changes:

Previous NameNew Name
Counsel Fixed Income PortfolioCounsel Fixed Income
Counsel World Equity PortfolioCounsel World Equity
Counsel Select Canada PortfolioCounsel Select Canada

View the Fund Report for Counsel Wealth Management.


Thursday, June 5th, 2003: Counsel Manager Changes

Effective April 16, 2003, Counsel Wealth Management has announced the following portfolio manager changes:

Fund NamePrevious ManagerNew Manager
Trimark Canadian Small CompaniesG. Keith Graham, MBA, CFARobert Mikalachki, CFA
Trimark U.S. Small Companies ClassRobert Mikalachki, CFAGeoff MacDonald, MBA, CFA, BBA
Trimark U.S. Small Comp Cl (US$)Rex Chong, CFA, MBAGeoff MacDonald, MBA, CFA, BBA
Trimark Income Growth — SCVince Hunt, CFARex Chong, CFA, MBA
Trimark Income Growth — DSCG. Keith Graham, MBA, CFAVince Hunt, CFA

Geoff MacDonald is listed as Lead Manager for the Trimark Income Growth — SC and DSC

View the Fund Report for Counsel Wealth Management.


Thursday, June 5th, 2003: Guardian Fund Name Change

Effective June 3, 2003, Guardian Mutual Funds has announced the following name changes:

Previous NameNew Name
GGOF Global BiotechnologyGGOF Global Health Sciences

View the Fund Report for Guardian Mutual Funds.


Thursday, June 5th, 2003: TD Manager Changes

Effective June 3, 2003, TD Asset Management Inc. has announced the following portfolio manager change:

Fund NamePrevious ManagerNew Manager
TD Global RSP BondSatish RaiDavid McCulla (with existing Lead Manager Geoff Wilson)
TD Short-Term BondSatish RaiDavid McCulla (with existing Lead Manager Geoff Wilson)
TD BalancedSatish RaiRachel Kizell (with existing Lead Manager Geoff Wilson)
TD Canadian IndexThomas KainTerry Horaski (existing Lead Manager)

View the Fund Report for TD Asset Management Inc.


Thursday, June 5th, 2003: CI Mutual Funds Manager Changes

Effective June 1, 2003, CI Mutual Funds has announced the following portfolio manager change:

Fund NamePrevious ManagerNew Manager
CI Signature Corp. BondAIM Funds Management Inc.James Dutkiewicz

View the Fund Report for CI Mutual Funds.


Thursday, June 5th, 2003: Blumont Funds Terminated

Effective May 30, 2003, Blumont Capital has terminated the following funds:

View the Fund Report for Blumont Capital.


Thursday, June 5th, 2003: Caldwell Funds Terminated

Effective May 28, 2003, Caldwell Securities Ltd. has terminated the following funds:

View the Fund Report for Caldwell Securities Ltd.


Thursday, June 5th, 2003: Global Wealth Manager Change

Effective May 30 2003, Global Wealth Builders Ltd. has announced the following portfolio manager changes:

Ian Marsden will no longer participate in managing the following funds:

View the Fund Report for Global Wealth Builders Ltd.


Thursday, May 29th, 2003: New One Financial Fund

Effective May 15, 2003, One Financial has launched the following fund:

View the Fund Report for One Financial.


Thursday, May 29th, 2003: New Mackenzie Fund

Effective March 26 2003, Mackenzie Financial Corporation has launched Mackenzie Cundill American Cap Class Fund.

View the Fund Report for Mackenzie Financial Corporation.


Thursday, May 29th, 2003: New CIBC Funds

Effective March, 2003, CIBC World Markets Inc. has launched 3 new funds:

View the Fund Report for CIBC World Markets Inc.


Monday, May 26th, 2003: Elliott & Page Fund Changes

Effective May 23, 2003, Elliott & Page Ltd. has announced the following fund mergers and new funds:

Previous NameMerged Into
Elliott & Page EquityElliott & Page Blue Chip-Cl H
Elliott & Page Global EquityElliott & Page Global Sector-Cl H
Elliott & Page T-BillElliott & Page Money

New Funds

View the Fund Report for Elliott & Page Ltd.


Monday, May 26th, 2003: Hartford Life Fund Terminated

Effective April 25, 2003, Hartford Life Insurance has terminated the following fund:

View the Fund Report for Hartford Life Insurance.


Monday, May 26th, 2003: Capped AIM Fund

Effective May 20, 2003, Aim Trimark Investments has capped the following fund:

View the Fund Report for AIM Trimark Investments.


Monday, May 26th, 2003: New Logix Funds

Effective May 5, 2003, Logix Funds has launched the following funds:

View the Fund Report for Logix Funds.


Monday, May 26th, 2003: Mackenzie Manager Change

Effective April 2003 Mackenzie Financial Corp. has announced the following portfolio manager changes:

Fund NamePrevious ManagerNew Manager
Mackenzie BalancedChris Kresic, CFATimothy Gleeson, CFA, Mark Faircloth and John Soukas

John Rohr will no longer participate in managing the Mackenzie Univ Sel Mgrs Cda Capital fund.

John Stroud will no longer participate in managing the following funds:

View the Fund Report for Mackenzie Financial Corp.


Monday, May 26th, 2003: ClaringtonFunds Terminated

Effective May 15, 2003 ClaringtonFunds Inc. has launched the following fund:

View the Fund Report for ClaringtonFunds Inc.


Wednesday, May 14th, 2003: Argentum Fund Terminated

Effective May 14, 2003, Argentum Funds has terminated the following fund:

View the Fund Report for @rgentum Mgmt and Research Corp..


Tuesday, May 13th, 2003: Mackenzie Fund Terminated

Effective May 12, 2003, Mackenzie Financial has terminated the following funds:

View the Fund Report for Mackenzie Financial Corporation.


Tuesday, May 13th, 2003: Mackenzie Fund Changes

Effective May 9, 2003, Mackenzie Financial Corporation has announced the following fund mergers and new funds:

Previous NameNew Name
Mackenzie Ivy EuropeanMackenzie Ivy Euro Capital Class
Mackenzie Ivy European-MMackenzie Ivy European Capital Cl-M
Mackenzie U.S. Money Mkt (US$)Mackenzie U.S. Mgd Yld Cap (US$)-B
Mackenzie Univ Divers Equ Cap (US$)Mackenzie Ivy Foreign Equ CapC(US$)
Mackenzie Univ Divers Equ CapitalMackenzie Ivy Foreign Equity Cap Cl
Mackenzie Univ Financial Serv (US$)Mackenzie Univ Fin Ser Cap Cl (US$)
Mackenzie Univ Financial ServicesMackenzie Univ Financial Ser Cap Cl
Mackenzie Univ U.S. Emerg GrowthMackenzie Univ US Emerg Growth Cap
Mackenzie Univ U.S. Emerg Gw (US$)Mackenzie Univ US Emerg Gw Cap(US$)

New funds

View the Fund Report for Mackenzie Financial Corporation.


Thursday, May 9th, 2003: AIM Manager Change

Effective May 5, 2003, AIM Trimark Investment has announced the following portfolio manager changes:

Carmen Veloso will no longer participate in managing the following funds:

View the Fund Report for AIM Trimark Investment.


Thursday, May 9th, 2003: Manulife Manager Change

Effective May 9, 2003, Manulife Financial has announced the following portfolio manager change:

Fund NamePrevious ManagerNew Manager
MIX AIM American Mid Cap Growth ClRobert M. KippesDavid Pointer & Ronald Sloan

View the Fund Report for Manulife Financial.


Thursday, May 9th, 2003: Manulife Funds Terminated

Effective April 30, 2003, Manulife Financial has terminated the following funds:

View the Fund Report for Manulife Financial.


Thursday, May 1st, 2003: New ING Fund

Effective May 1, 2003, ING Funds has launched the following fund:

View the Fund Report for ING Funds.


Thursday, May 1st, 2003: CI Name Change

Effective April 30, 2003, CI Mutual Funds has renamed Clarica High Yield Bond Fund to CI Signature Corp. Bond Fund.

View the Fund Report for CI Mutual Funds.


Thursday, May 1st, 2003: RBC Manager Change

Effective April 30, 2003, RBC Funds Inc. has announced the following portfolio manager change:

Fund NamePrevious ManagerNew Manager
Royal BondJim DavisRBC Global Investment Mgmt. - Mgmt. Team
Royal Global BondJim DavisRBC Global Investment Mgmt. - Mgmt. Team
Royal Global BalancedJim DavisRBC Global Investment Mgmt. - Mgmt. Team
RBC Advisor Global Balanced ClassJim DavisRBC Global Investment Mgmt. - Mgmt. Team

View the Fund Report for RBC Funds Inc.


Thursday, May 1st, 2003: Maritime Life Manager Change

Effective April 14, 2003, Maritime Life Assurance Co. has announced the following portfolio manager change:

Fund NamePrevious ManagerNew Manager
Maritime Life Canada 60 Index-A&C Robert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life Canada 60 Index-BRobert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life Canada 60 Index-R Robert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life Europe-A&C Robert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life Europe-B Robert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life Eurasia-A&C Robert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life Eurasia-B Robert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life S&P 500-A&C Robert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life S&P 500-B Robert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life U.S. 500 Index-A&C Robert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life U.S. 500 Index-B Robert MoffatToronto Dominion Quantitative Capital - Mgmt. Team
Maritime Life U.S. 500 Index-R Robert MoffatToronto Dominion Quantitative Capital - Mgmt. Team

View the Fund Report for Maritime Life Assurance Co.


Thursday, May 1st, 2003: Assumption Life Name Change

Effective April 30, 2003, Assumption Life has announced the following name changes:

Previous NameNew Name
Assumption/FDI Cdn AggressiveAssumption/FDI Cdn Opportunities
Assumption/FDI Cdn Aggressive-BAssumption/FDI Cdn Opportunities-B
Assumption/FDI Cdn Aggressive-CAssumption/FDI Cdn Opportunities-C
Assumption/FDI European GrowthAssumption/FDI European
Assumption/FDI European Growth-BAssumption/FDI European-B
Assumption/FDI European Growth-CAssumption/FDI European-C
Assumption/MB Altantic EquityAssumption Canadian Equity Plus
Assumption/MB Altantic Equity-BAssumption Canadian Equity Plus-B
Assumption/MB Altantic Equity-CAssumption Canadian Equity Plus-C
Assumption/MB TSE 100 MomentumAssumption/MB TSX 100 Momentum
Assumption/MB TSE 100 Momentum-BAssumption/MB TSX 100 Momentum-B
Assumption/MB TSE 100 Momentum-CAssumption/MB TSX 100 Momentum-C

View the Fund Report for Assumption Life.


Tuesday, April 29th, 2003: Marvix Name Change

Effective April 29, 2003, Mavrix Fund Management Inc. has renamed Mavrix Emerging Companies Fund to Mavrix Strategic Small Cap Fund.

View the Fund Report for Mavrix Fund Management Inc.


Tuesday, April 29th, 2003: Stone Funds 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.


Monday, April 28th, 2003: New Scotia Funds

Effective April 28, 2003, Scotia Securities Inc. has launched 6 new funds:

View the Fund Report for Scotia Securities Inc.


Tuesday, April 22nd, 2003: AIM Fund Capped

Effective April 17, 2003, AIM Trimark Investments has capped the following fund:

View the Fund Report for AIM Trimark Investments.


Monday, April 21st, 2003: Cote 100 Manager Change

Effective April 1, 2003, Cote 100 Inc. has announced the following portfolio manager changes:

Fund NamePrevious ManagerNew Manager
Cote 100 ExcelPierre Vaudrin/Andre BenoitMarc L’Ecuyer
Cote VTA American Equity (US$)Pierre Vaudrin/Andre BenoitMarc L’Ecuyer
Cote VTA Asset AllocationPierre Vaudrin/Andre BenoitMarc L’Ecuyer
Cote VTA Canadian EquityPierre Vaudrin/Andre BenoitMarc L’Ecuyer
Cote VTA IncomePierre Vaudrin/Andre BenoitMarc L’Ecuyer

View the Fund Report for Cote 100 Inc.


Monday, April 21st, 2003: New All-Canadian Management Fund

Effective April 16, 2003, All-Canadian Management Inc. has launched the following fund:

View the Fund Report for All-Canadian Management Inc.


Friday, April 11th, 2003: Northwest Mutual Name Change

Effective April 11, 2003, Northwest Mutual Funds Inc. has announced the following name changes:

Previous NameNew Name
Northwest GrowthNorthwest Canadian Equity
Northwest InternationalNorthwest Foreign Equity
Northwest RSP InternationalNorthwest RSP Foreign Equity

View the Fund Report for Northwest Mutual Funds.


Wednesday, April 9th, 2003: Assante Portfolio Manager changes

Assante Asset Management Ltd. has announced the following portfolio advisor changes:

Effective March 7, 2003, portfolio advisor to the Optima Strategy International Equity Value Pool:

Fund NamePrevious AdvisorNew Advisor
Optima Strategy International Equity Value PoolSanford C. Bernstein & Co., LLCSanford C. Bernstein & Co., LLC and AGF Funds Inc

Effective April 1, 2003, portfolio advisor to the Optima Strategy International Equity Growth Pool:

Fund NamePrevious AdvisorNew Advisor
Optima Strategy International Equity Growth PoolBPI Global Asset Management LLP and CI Global Advisors LLPAlliance Capital Management L.P.

Effective April 1, 2003, portfolio advisor to the Optima Strategy Canadian Equity Growth Pool:

Fund NamePrevious AdvisorNew Advisor
Optima Strategy Canadian Equity Growth PoolA I M Capital Management, IncConnor, Clark & Lunn Investment Management Ltd

View the Fund Report for Assante Asset Management Ltd.


Tuesday, April 8th, 2003: Elliott & Page Fund Terminated

Effective March 31, 2003, Elliott & Page Ltd. has terminated the Elliott & Page RSP Global Equity Fund.

View the Fund Report for Elliott & Page Ltd.


Friday, April 4th, 2003: Ethical Funds Manager Change

Effective March 21, 2003, Ethical Funds Inc. has announced the following portfolio manager changes:

Dresdner RCM Global Investors-Mgmt Team will no longer participate in managing the following funds:

View the Fund Report for Ethical Funds Inc.


Thursday, April 3rd, 2003: National Bank Name Change

Effective April 1, 2003, National Bank Mutual Funds has announced the following name changes:

Previous NameNew Name
National Bank Aggressive DiversifiedNational Bank Balanced Diversified
National Bank Intrepid DiversifiedNational Bank Growth Diversified
National Bank Aggressive Strat. Port. NRNational Bank Balanced Strat. Port.
National Bank Intrepid Strat. Port. NRNational Bank Growth Strat Port NR
National Bank Intrepid Plus Strat. Port. NRNational Bank Equity Strat Port NR
National Bank Aggressive Strat. Port. RNational Bank Bal Strat Port RSP
National Bank Intrepid Strat. Port. RNational Bank Growth Strat Port RSP
National Bank Intrepid Plus Strat. Port. RNational Bank Equity Strat Port RSP

View the Fund Report for National Bank Mutual Funds.


Thursday, April 3rd, 2003: Altamira Manager Change

Effective December 18, 2002, Altamira Investment Management Inc. has announced the following portfolio manager change:

Fund NamePrevious ManagerNew Manager
Altamira High Yield BondDorothea MellNatcan Investment Mgmt.

View the Fund Report for Altamira Investment Services Inc.


Wednesday, April 2nd, 2003: AGF Name Change

Effective April 1, 2003, AGF Funds Inc. has announced the following Fund name change:

Previous NameNew Name
AGF Canadian Dividend FundAGF Canadian Large Cap Dividend fund

View the Fund Report for AGF Funds Inc.


Wednesday, April 2nd, 2003: New Mackenzie Funds

Effective April 1, 2003, Mackenzie Financial Corporation has announced the following name changes:

View the Fund Report for Front Street Capital.


Wednesday, April 2nd, 2003: Mackenzie Name Change

Effective April 1, 2003, Mackenzie Financial Corporation has announced the following name changes:

Previous NameNew Name
Mackenzie Yield AdvantageMackenzie Corporate Bond
Mackenzie Yield Advantage SegMackenzie Corporate Bond Seg

View the Fund Report for Mackenzie Financial Corporation.


Wednesday, April 2nd, 2003: Front Street Name Change

Effective March 31, 2003,Front Street Capital has announced the following name changes:

Previous NameNew Name
Multiple Opportunities FundFront Street Small Cap Canadian Fund
Special Opportunities FundFront Street Special Opportunities Canadian Fund

View the Fund Report for Front Street Capital.


Wednesday, April 2nd, 2003: AGF Manager Change

Effective April 1, 2003, AGF Funds Inc. has announced the following portfolio manager change:

Fund NamePrevious ManagerNew Manager
AGF IndiaAsha Wagle/Jay MitraPatricia Perez-Coutts

View the Fund Report for AGF Funds Inc.


Tuesday, April 1st, 2003: RBC Manager Change

Effective March 1, 2003, RBC Funds Inc. has announced the following portfolio manager changes:

Fund NamePrevious ManagerNew Manager
RBC Advisor Global Resources SectorJohn EmbryGordon Zive
Royal Global Resources SectorJohn EmbryGordon Zive
Royal BalancedJohn EmbryJohn Kellett
Royal Canadian EquityJohn EmbryJohn Kellett
Royal Precious MetalsJohn EmbryGordon Zive

View the Fund Report for RBC Funds Inc.


Tuesday, April 1st, 2003: New SEI Funds

Effective March 31, 2003, SEI Investments Canada Company has launched the following funds:

View the Fund Report for SEI Investments Canada Company.


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