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Effective June 27, 2003, Astra Funds has announced the following portfolio manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Astra AGF U.S. Equity | AGF Management | Jarislowsky Fraser Management |
| Astra International Equity | Franklin Templeton Investments | Natcan Investment Management |
Fund Name Changes:
| Previous Name | New Name |
|---|---|
| Astra AGF U.S. Equity | Astra JF U.S. Value Equity |
Effective June 23, 2003, National Life funds has announced the following name changes:
| Previous Name | New Name |
|---|---|
| NL Multi-Strategies (Univest) | NL Multi Strategy |
| NL Multi-Strategies (GAM) | NL Global Trading |
View the Fund Report for National Life.
Effective June 23, 2003, Empire Life Insurance Co. has launched the following funds:
View the Fund Report for Empire Financial Group.
Effective June 19, 2003, Laketon Investment Management Ltd. has terminated the following funds:
View the Fund Report for Laketon Investment Management Ltd.
Effective June 13, 2003, Citadel Diversified Ltd. has launched the following fund:
View the Fund Report for Citadel Diversified Ltd.
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.
Effective June 16, 2003, Astra Funds has launched the following fund:
Effective June 13, 2003, Guardian Mutual Funds has announced the following fund mergers:
| Previous Name | Merged Into |
|---|---|
| GGOF Canadian Value | GGOF Canadian Large Cap Val Mutual |
| GGOF Canadian Equity Classic | GGOF Canadian Large Cap Val Mutual |
| GGOF Canadian Equity Mutual | GGOF Canadian Large Cap Val Mutual |
| GGOF Canadian Growth Balanced | GGOF Cdn Balanced Mutual |
| GGOF RSP American Growth | GGOF RSP American Value Mutual |
| GGOF Global Equity | GGOF Global Value |
| GGOF International Equity | GGOF Global Value |
View the Fund Report for GGOF Guardian Group of Funds.
Effective June 14, 2003, AGF Funds Inc. has announced the following fund mergers:
| Previous Name | Merged Into |
|---|---|
| AGF Canadian Small Cap | AGF Canadian Aggressive All-Cap |
| AGF India | AGF Emerging Markets Value |
| AGF India (US$) | AGF Emerging Markets Value (US$) |
| AGF Latin America | AGF Emerging Markets Value (US$) |
| AGF Latin America (US$) | AGF Emerging Markets Value (US$) |
| AGF RSP Int'l Equity Allocation | AGF RSP World Companies |
| AGF RSP World Equity | AGF RSP World Companies |
| AGF World Equity | AGF World Companies |
Fund Name Changes
| Previous Name | New Name |
|---|---|
| AGF Canadian Aggressive All-Cap | AGF Cdn Small Cap Fund |
View the Fund Report for AGF Funds Inc.
Effective June 13, 2003, Guardian Mutual funds has announced the following name changes:
| Previous Name | New Name |
|---|---|
| GGOF Canadian Large Cap Mutual | GGOF Canadian Large Cap Val Mutual |
| GGOF Cdn Value Balanced Mutual | GGOF Cdn Balanced Mutual |
| GGOF Cdn Value Balanced Classic | GGOF Cdn Balanced Classic |
View the Fund Report for GGOF Guardian Group of Funds.
Effective June 9, 2003, Franklin Mutual Series has launched the following funds:
View the Fund Report for Franklin Templeton Investments.
Effective June 9, 2003, Franklin Mutual Series has announced the following name changes:
| Previous Name | New Name |
|---|---|
| Franklin AGE High Income | Franklin High Income |
View the Fund Report for Franklin Templeton Investments.
Effective April 30, 2003, Counsel Wealth Management has announced the following name changes:
| Previous Name | New Name |
|---|---|
| Counsel Fixed Income Portfolio | Counsel Fixed Income |
| Counsel World Equity Portfolio | Counsel World Equity |
| Counsel Select Canada Portfolio | Counsel Select Canada |
View the Fund Report for Counsel Wealth Management.
Effective April 16, 2003, Counsel Wealth Management has announced the following portfolio manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Trimark Canadian Small Companies | G. Keith Graham, MBA, CFA | Robert Mikalachki, CFA |
| Trimark U.S. Small Companies Class | Robert Mikalachki, CFA | Geoff MacDonald, MBA, CFA, BBA |
| Trimark U.S. Small Comp Cl (US$) | Rex Chong, CFA, MBA | Geoff MacDonald, MBA, CFA, BBA |
| Trimark Income Growth — SC | Vince Hunt, CFA | Rex Chong, CFA, MBA |
| Trimark Income Growth — DSC | G. Keith Graham, MBA, CFA | Vince 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.
Effective June 3, 2003, Guardian Mutual Funds has announced the following name changes:
| Previous Name | New Name |
|---|---|
| GGOF Global Biotechnology | GGOF Global Health Sciences |
View the Fund Report for Guardian Mutual Funds.
Effective June 3, 2003, TD Asset Management Inc. has announced the following portfolio manager change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| TD Global RSP Bond | Satish Rai | David McCulla (with existing Lead Manager Geoff Wilson) |
| TD Short-Term Bond | Satish Rai | David McCulla (with existing Lead Manager Geoff Wilson) |
| TD Balanced | Satish Rai | Rachel Kizell (with existing Lead Manager Geoff Wilson) |
| TD Canadian Index | Thomas Kain | Terry Horaski (existing Lead Manager) |
View the Fund Report for TD Asset Management Inc.
Effective June 1, 2003, CI Mutual Funds has announced the following portfolio manager change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| CI Signature Corp. Bond | AIM Funds Management Inc. | James Dutkiewicz |
View the Fund Report for CI Mutual Funds.
Effective May 30, 2003, Blumont Capital has terminated the following funds:
View the Fund Report for Blumont Capital.
Effective May 28, 2003, Caldwell Securities Ltd. has terminated the following funds:
View the Fund Report for Caldwell Securities Ltd.
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.
Effective May 15, 2003, One Financial has launched the following fund:
View the Fund Report for One Financial.
Effective March 26 2003, Mackenzie Financial Corporation has launched Mackenzie Cundill American Cap Class Fund.
View the Fund Report for Mackenzie Financial Corporation.
Effective March, 2003, CIBC World Markets Inc. has launched 3 new funds:
View the Fund Report for CIBC World Markets Inc.
Effective May 23, 2003, Elliott & Page Ltd. has announced the following fund mergers and new funds:
| Previous Name | Merged Into |
|---|---|
| Elliott & Page Equity | Elliott & Page Blue Chip-Cl H |
| Elliott & Page Global Equity | Elliott & Page Global Sector-Cl H |
| Elliott & Page T-Bill | Elliott & Page Money |
New Funds
View the Fund Report for Elliott & Page Ltd.
Effective April 25, 2003, Hartford Life Insurance has terminated the following fund:
View the Fund Report for Hartford Life Insurance.
Effective May 20, 2003, Aim Trimark Investments has capped the following fund:
View the Fund Report for AIM Trimark Investments.
Effective May 5, 2003, Logix Funds has launched the following funds:
View the Fund Report for Logix Funds.
Effective April 2003 Mackenzie Financial Corp. has announced the following portfolio manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Mackenzie Balanced | Chris Kresic, CFA | Timothy 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.
Effective May 15, 2003 ClaringtonFunds Inc. has launched the following fund:
View the Fund Report for ClaringtonFunds Inc.
Effective May 14, 2003, Argentum Funds has terminated the following fund:
View the Fund Report for @rgentum Mgmt and Research Corp..
Effective May 12, 2003, Mackenzie Financial has terminated the following funds:
View the Fund Report for Mackenzie Financial Corporation.
Effective May 9, 2003, Mackenzie Financial Corporation has announced the following fund mergers and new funds:
| Previous Name | New Name |
|---|---|
| Mackenzie Ivy European | Mackenzie Ivy Euro Capital Class |
| Mackenzie Ivy European-M | Mackenzie 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 Capital | Mackenzie Ivy Foreign Equity Cap Cl |
| Mackenzie Univ Financial Serv (US$) | Mackenzie Univ Fin Ser Cap Cl (US$) |
| Mackenzie Univ Financial Services | Mackenzie Univ Financial Ser Cap Cl |
| Mackenzie Univ U.S. Emerg Growth | Mackenzie 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.
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.
Effective May 9, 2003, Manulife Financial has announced the following portfolio manager change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| MIX AIM American Mid Cap Growth Cl | Robert M. Kippes | David Pointer & Ronald Sloan |
View the Fund Report for Manulife Financial.
Effective April 30, 2003, Manulife Financial has terminated the following funds:
View the Fund Report for Manulife Financial.
Effective May 1, 2003, ING Funds has launched the following fund:
View the Fund Report for ING Funds.
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.
Effective April 30, 2003, RBC Funds Inc. has announced the following portfolio manager change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Royal Bond | Jim Davis | RBC Global Investment Mgmt. - Mgmt. Team |
| Royal Global Bond | Jim Davis | RBC Global Investment Mgmt. - Mgmt. Team |
| Royal Global Balanced | Jim Davis | RBC Global Investment Mgmt. - Mgmt. Team |
| RBC Advisor Global Balanced Class | Jim Davis | RBC Global Investment Mgmt. - Mgmt. Team |
View the Fund Report for RBC Funds Inc.
Effective April 14, 2003, Maritime Life Assurance Co. has announced the following portfolio manager change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Maritime Life Canada 60 Index-A&C | Robert Moffat | Toronto Dominion Quantitative Capital - Mgmt. Team |
| Maritime Life Canada 60 Index-B | Robert Moffat | Toronto Dominion Quantitative Capital - Mgmt. Team |
| Maritime Life Canada 60 Index-R | Robert Moffat | Toronto Dominion Quantitative Capital - Mgmt. Team |
| Maritime Life Europe-A&C | Robert Moffat | Toronto Dominion Quantitative Capital - Mgmt. Team |
| Maritime Life Europe-B | Robert Moffat | Toronto Dominion Quantitative Capital - Mgmt. Team |
| Maritime Life Eurasia-A&C | Robert Moffat | Toronto Dominion Quantitative Capital - Mgmt. Team |
| Maritime Life Eurasia-B | Robert Moffat | Toronto Dominion Quantitative Capital - Mgmt. Team |
| Maritime Life S&P 500-A&C | Robert Moffat | Toronto Dominion Quantitative Capital - Mgmt. Team |
| Maritime Life S&P 500-B | Robert Moffat | Toronto Dominion Quantitative Capital - Mgmt. Team |
| Maritime Life U.S. 500 Index-A&C | Robert Moffat | Toronto Dominion Quantitative Capital - Mgmt. Team |
| Maritime Life U.S. 500 Index-B | Robert Moffat | Toronto Dominion Quantitative Capital - Mgmt. Team |
| Maritime Life U.S. 500 Index-R | Robert Moffat | Toronto Dominion Quantitative Capital - Mgmt. Team |
View the Fund Report for Maritime Life Assurance Co.
Effective April 30, 2003, Assumption Life has announced the following name changes:
| Previous Name | New Name |
|---|---|
| Assumption/FDI Cdn Aggressive | Assumption/FDI Cdn Opportunities |
| Assumption/FDI Cdn Aggressive-B | Assumption/FDI Cdn Opportunities-B |
| Assumption/FDI Cdn Aggressive-C | Assumption/FDI Cdn Opportunities-C |
| Assumption/FDI European Growth | Assumption/FDI European |
| Assumption/FDI European Growth-B | Assumption/FDI European-B |
| Assumption/FDI European Growth-C | Assumption/FDI European-C |
| Assumption/MB Altantic Equity | Assumption Canadian Equity Plus |
| Assumption/MB Altantic Equity-B | Assumption Canadian Equity Plus-B |
| Assumption/MB Altantic Equity-C | Assumption Canadian Equity Plus-C |
| Assumption/MB TSE 100 Momentum | Assumption/MB TSX 100 Momentum |
| Assumption/MB TSE 100 Momentum-B | Assumption/MB TSX 100 Momentum-B |
| Assumption/MB TSE 100 Momentum-C | Assumption/MB TSX 100 Momentum-C |
View the Fund Report for Assumption Life.
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.
Effective January 20, 2003, CAMAF (Canadian Anaesthetists) has announced the following name change:
| Previous Name | New Name |
|---|---|
| Stone & Co. CAMAF Corporate Class | Stone & Co. CAMAF Dividend Growth |
View the Fund Report for Stone Funds.
Effective April 28, 2003, Scotia Securities Inc. has launched 6 new funds:
View the Fund Report for Scotia Securities Inc.
Effective April 17, 2003, AIM Trimark Investments has capped the following fund:
View the Fund Report for AIM Trimark Investments.
Effective April 1, 2003, Cote 100 Inc. has announced the following portfolio manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Cote 100 Excel | Pierre Vaudrin/Andre Benoit | Marc L’Ecuyer |
| Cote VTA American Equity (US$) | Pierre Vaudrin/Andre Benoit | Marc L’Ecuyer |
| Cote VTA Asset Allocation | Pierre Vaudrin/Andre Benoit | Marc L’Ecuyer |
| Cote VTA Canadian Equity | Pierre Vaudrin/Andre Benoit | Marc L’Ecuyer |
| Cote VTA Income | Pierre Vaudrin/Andre Benoit | Marc L’Ecuyer |
View the Fund Report for Cote 100 Inc.
Effective April 16, 2003, All-Canadian Management Inc. has launched the following fund:
View the Fund Report for All-Canadian Management Inc.
Effective April 11, 2003, Northwest Mutual Funds Inc. has announced the following name changes:
| Previous Name | New Name |
|---|---|
| Northwest Growth | Northwest Canadian Equity |
| Northwest International | Northwest Foreign Equity |
| Northwest RSP International | Northwest RSP Foreign Equity |
View the Fund Report for Northwest Mutual Funds.
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 Name | Previous Advisor | New Advisor |
|---|---|---|
| Optima Strategy International Equity Value Pool | Sanford C. Bernstein & Co., LLC | Sanford C. Bernstein & Co., LLC and AGF Funds Inc |
Effective April 1, 2003, portfolio advisor to the Optima Strategy International Equity Growth Pool:
| Fund Name | Previous Advisor | New Advisor |
|---|---|---|
| Optima Strategy International Equity Growth Pool | BPI Global Asset Management LLP and CI Global Advisors LLP | Alliance Capital Management L.P. |
Effective April 1, 2003, portfolio advisor to the Optima Strategy Canadian Equity Growth Pool:
| Fund Name | Previous Advisor | New Advisor |
|---|---|---|
| Optima Strategy Canadian Equity Growth Pool | A I M Capital Management, Inc | Connor, Clark & Lunn Investment Management Ltd |
View the Fund Report for Assante Asset Management Ltd.
Effective March 31, 2003, Elliott & Page Ltd. has terminated the Elliott & Page RSP Global Equity Fund.
View the Fund Report for Elliott & Page Ltd.
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.
Effective April 1, 2003, National Bank Mutual Funds has announced the following name changes:
| Previous Name | New Name |
|---|---|
| National Bank Aggressive Diversified | National Bank Balanced Diversified |
| National Bank Intrepid Diversified | National Bank Growth Diversified |
| National Bank Aggressive Strat. Port. NR | National Bank Balanced Strat. Port. |
| National Bank Intrepid Strat. Port. NR | National Bank Growth Strat Port NR |
| National Bank Intrepid Plus Strat. Port. NR | National Bank Equity Strat Port NR |
| National Bank Aggressive Strat. Port. R | National Bank Bal Strat Port RSP |
| National Bank Intrepid Strat. Port. R | National Bank Growth Strat Port RSP |
| National Bank Intrepid Plus Strat. Port. R | National Bank Equity Strat Port RSP |
View the Fund Report for National Bank Mutual Funds.
Effective December 18, 2002, Altamira Investment Management Inc. has announced the following portfolio manager change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Altamira High Yield Bond | Dorothea Mell | Natcan Investment Mgmt. |
View the Fund Report for Altamira Investment Services Inc.
Effective April 1, 2003, AGF Funds Inc. has announced the following Fund name change:
| Previous Name | New Name |
|---|---|
| AGF Canadian Dividend Fund | AGF Canadian Large Cap Dividend fund |
View the Fund Report for AGF Funds Inc.
Effective April 1, 2003, Mackenzie Financial Corporation has announced the following name changes:
View the Fund Report for Front Street Capital.
Effective April 1, 2003, Mackenzie Financial Corporation has announced the following name changes:
| Previous Name | New Name |
|---|---|
| Mackenzie Yield Advantage | Mackenzie Corporate Bond |
| Mackenzie Yield Advantage Seg | Mackenzie Corporate Bond Seg |
View the Fund Report for Mackenzie Financial Corporation.
Effective March 31, 2003,Front Street Capital has announced the following name changes:
| Previous Name | New Name |
|---|---|
| Multiple Opportunities Fund | Front Street Small Cap Canadian Fund |
| Special Opportunities Fund | Front Street Special Opportunities Canadian Fund |
View the Fund Report for Front Street Capital.
Effective April 1, 2003, AGF Funds Inc. has announced the following portfolio manager change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| AGF India | Asha Wagle/Jay Mitra | Patricia Perez-Coutts |
View the Fund Report for AGF Funds Inc.
Effective March 1, 2003, RBC Funds Inc. has announced the following portfolio manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| RBC Advisor Global Resources Sector | John Embry | Gordon Zive |
| Royal Global Resources Sector | John Embry | Gordon Zive |
| Royal Balanced | John Embry | John Kellett |
| Royal Canadian Equity | John Embry | John Kellett |
| Royal Precious Metals | John Embry | Gordon Zive |
View the Fund Report for RBC Funds Inc.
Effective March 31, 2003, SEI Investments Canada Company has launched the following funds:
View the Fund Report for SEI Investments Canada Company.