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Effective December 31, 2003, Acuity Funds has launched the following fund:
View the Fund Report for Acuity Funds.
Effective December 24, 2003, Equitable Life Insurance Co. of Canada has changed the name of the following funds:
| Previous Name | New Name |
|---|---|
| Equitable Life Cdn Equity Value | Equitable Life MB Cdn Equ Val |
| Equitable Life Int'l Fixed Inc | Equitable Life Tmpltn Glo Bnd |
| Equitable Life Global Growth | Equitable Life Templeton Growth |
View the Fund Report for Equitable Life Insurance Co.
Effective December 23, 2003, Olympus United Group Inc. has changed the name of the following funds:
| Previous Name | New Name |
|---|---|
| Olympus United Strategic | Olympus Global Trading |
| Olympus United Beta Neutral | Olympus Tactical Trading |
View the Fund Report for Olympus United Group Inc.
Effective December 23, 2003, Acker Finley has changed the name of the following fund:
| Previous Name | New Name |
|---|---|
| QSA e-business | QSA US Value 50 Cdn$ |
View the Fund Report for Acker Finley.
Effective December 16, 2003, Elliott & Page Ltd. has terminated the following fund:
View the Fund Report for Elliott & Page Ltd.
Effective December 22, 2003 Franklin Templeton Investments has launched the following funds:
View the Fund Report for Franklin Templeton Investments.
Effective December 17, 2003 Sentry Select Capital Corp. has launched the following fund :
View the Fund Report for Sentry Select Capital Corp.
Effective December 19, 2003 Montrusco Bolton Inc. has terminated the following funds:
View the Fund Report for Montrusco Bolton Inc.
Effective December 17, 2003 Mackenzie Financial Corporation has launched the following funds:
View the Fund Report for Mackenzie Financial Corporation.
Effective December 17, 2003 Sentry Select Capital Corp. has launched the following fund:
View the Fund Report for Sentry Select Capital Corp.
Effective December 15, 2003, First Trust Portfolios has terminated the following funds:
Effective December 15, 2003, First Trust Portfolios has terminated the following funds as they have matured and assets have been dissolved:
View the Fund Report for First Trust Portfolios.
Effective December 12, 2003, Maritime Life Assurance Co. has terminated the following funds:
View the Fund Report for Maritime Life Assurance Co.
Effective December 16, 2003, Merrill Lynch Canada Inc. has launched the following fund:
View the Fund Report for Merrill Lynch Canada Inc.
Effective December 15, 2003, Ethical Funds Inc. has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| Ethical Global Bond | Ethical Income |
| Ethical Canadian Equity | Ethical Canadian Dividend |
| Ethical Pacific Rim | Ethical International Equity |
| Credential Balanced Portfolio | Credential Select Balanced Portfolio |
| Credential Growth Portfolio | Credential Select Growth Portfolio |
| Credential Equity Portfolio | Credential Select High Growth Portfolio |
View the Fund Report for Ethical Funds Inc.
Effective December 12, 2003, Dynamic Mutual Funds Ltd. has announced the following portfolio manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Commonwealth World Balanced Ltd | CDP Capital - Mgmt. Team | Michael McHugh |
| Commonwealth World Balanced (US$) | CDP Capital - Mgmt. Team | Michael McHugh |
| Dynamic Canadian Bond | CDP Capital - Mgmt. Team | Michael McHugh |
| Dynamic Canadian Dividend Ltd | CDP Capital - Mgmt. Team | David Taylor |
| Dynamic Canadian Government Bond | CDP Capital - Mgmt. Team | Michael McHugh |
| Dynamic Value Balanced | CDP Capital - Mgmt. Team | Michael McHugh |
View the Fund Report for Dynamic Mutual Funds Ltd.
Effective December 12, 2003, CI Mutual Funds has announced the following portfolio manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| CI Explorer | John Sartz | Peter J. Hodson |
| CI Explorer Sector | John Sartz | Peter J. Hodson |
| CI Explorer Sector (US$) | John Sartz | Peter J. Hodson |
| CI Explorer Seg II | John Sartz | Peter J. Hodson |
| CI Explorer Segregated I | John Sartz | Peter J. Hodson |
| CI World Equity | David Mannheim & Marcus L. Smith | John Hock |
View the Fund Report for CI Mutual Funds.
Effective December 12, 2003, Mackenzie Financial Corporation has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| Mackenzie Sel Mgr RSP Far East | Mackenzie Sel Mgr Far East Cap |
| Mackenzie Sel Mgr RSP Int'l | Mackenzie Sel Mgr Intl Cap Cl |
| Mackenzie Sel Mgr RSP Japan | Mackenzie Sel Mgr Japan Cap Cl |
| Mackenzie Sel Mgr RSP USA | Mackenzie Sel Mgrs USA Capital |
| Mackenzie Univ RSP Emerging Tech | Mackenzie Univ Emerging Tech Cap Cl |
| Mackenzie Univ RSP Financial Serv. | Mackenzie Univ Financial Ser Cap Cl |
| Mackenzie Univ RSP Growth Trends | Mackenzie Univ Growth Trends Cap Cl |
| Mackenzie Univ RSP Health Sciences | Mackenzie Univ Health Sci Cap Cl-B |
| Mackenzie Univ RSP Sustainable Opp | Mackenzie Univ Sustainable Opp Cap |
| Mackenzie Univ RSP U.S. Emerg Gwth | Mackenzie Univ US Emerg Growth Cap |
| Mackenzie Univ RSP Wld Sci & Tech | Mackenzie Univ Wld Sci & Tec Cap Cl |
View the Fund Report for Mackenzie Financial Corporation.
Effective December 10, 2003, Opus 2 Financial Inc. has terminated the following funds:
View the Fund Report for Opus 2 Financial Inc.
Effective November 24, 2003, Co-operators Mutual Funds has been renamed to Industrial Alliance Mutual Funds. As a result, the following fund names have changed:
| Previous Name | New Name |
|---|---|
| Co-operators Cdn Conser Focused Equity | IA Canadian Conservative Equity |
| Co-operators Canadian Money Market | IA Canadian Money Market |
| Co-operators Canadian Balanced | IA Canadian Balanced |
| Co-operators Canadian Bond | IA Canadian Bond |
| Co-operators Canadian Core Equity | IA Canadian Core Equity |
| Co-operators/Crystal Index World | IA Crystal Enhanced Index World |
| Co-operators/Credit Int’l Equity | IA Credit Suisse Global Equity |
| Co-operators/Crystal Enhanc Idx RSP | IA Crystal Enhanced Index America |
View the Fund Report for Industrial Alliance Mutual Funds.
Effective November 21, 2003, Canada Life Assurance Co. has renamed and terminated the following funds:
Name Changes
| Previous Name | New Name |
|---|---|
| Canada Life Flex Amer Prm Gth Eq(L) | Canada Life Flex US Gwt Leaders(MF) |
| Canada Life Flex Asia Pacific E (L) | Canada Life Flex Far East Equ (MF) |
| Canada Life Flex Cdn Prm Gth Eq (L) | Canada Life Flex Canadian Equ (LL) |
| Canada Life Flex Euro Eq (Laketon) | Canada Life Flex European Equ (ST) |
| Canada Life Gens Amer Prm Gth Eq(L) | Canada Life Gens US Gwt Leaders(MF) |
| Canada Life Gens Asia Pacific E (L) | Canada Life Gens Far East Equ (MF) |
| Canada Life Gens Cdn Bond (AGF) | Canada Life Gens Government Bond(G) |
| Canada Life Gens Cdn Equity (AIC) | Canada Life Gens Cdn Equity Gw (MF) |
| Canada Life Gens Cdn Prm Gth Eq (L) | Canada Life Gens Canadian Equ (LL) |
| Canada Life Gens Dividend (AGF) | Canada Life Gens Dividend (LL) |
| Canada Life Gens Euro Eq (Laketon) | Canada Life Gens European Equ (ST) |
| Canada Life Gens Gbl Boomernmcs(CI) | Canada Life Gens Global Future (MF) |
| Canada Life Gens U.S. Value (AIC) | Canada Life Gens U.S. Value (LL) |
Terminated funds
View the Fund Report for Canada Life Assurance Co.
National Life of Canada has announced the following fund name changes:
| Previous Name | New Name |
|---|---|
| NL Ecflx Income Conglomerate | NL Income Conglomerate |
| NL Ecflx Real Estate Income | NL Real Estate Income |
View the Fund Report for National Life of Canada.
Effective December 1, 2003, Industrial Alliance Life Ins. Co is now Industrial Alliance Life Ins. and Fin Services.
Effective December 1, 2003, Standard Life Assurance Co. has renamed the following funds:
| Previous Name | New Name |
|---|---|
| StandardLife Ideal Bond | StandardLife Ideal Canadian Bond |
| StandardLife Ideal Cdn Dividend | StandardLife Ideal Cdn Div Growth |
| StandardLife Ideal Equity | StandardLife Ideal Canadian Equity |
| StandardLife Ideal Glb Div Ind RSP | StandardLife Ideal Monthly Income * |
| StandardLife Ideal Global Index RSP | StandardLife Ideal Tact Glo Equ RSP |
| StandardLife Ideal Growth Equity | StandardLife Ideal Cdn Small Cap |
| StandardLife Ideal Int'l Bond | StandardLife Ideal Int'l Bond RSP |
| StandardLife Ideal US Index RSP | StandardLife Ideal Tact US Equ RSP |
| StandardLife Ideal-NL Bond | StandardLife Ideal-NL Canadian Bond |
| StandardLife Ideal-NL Cdn Dividend | StandardLife Ideal-NL Cdn Div Gwth |
| StandardLife Ideal-NL Diver Ind RSP | StandardLife Ideal-NL Monthly Inc * |
| StandardLife Ideal-NL Equity | StandardLife Ideal-NL Cdn Equity |
| StandardLife Ideal-NL Glb Index RSP | StandardLife Ideal-NL Tact Gl EqRSP |
| StandardLife Ideal-NL Growth Equity | StandardLife Ideal-NL Cdn Small Cap |
| StandardLife Ideal-NL Int'l Bond | StandardLife Ideal-NL Int Bond RSP |
| StandardLife Ideal-NL US Index RSP | StandardLife Ideal-NL Tact US EqRSP |
* As a result of a fundamental change, all historical prices will be removed from calculation as of December 1, 2003.
View the Fund Report for Standard Life Assurance Co.
Effective November 28 , 2003, BMO Investments Inc. has announced the following fund mergers and name change:
| Discontinued Fund | Merged Into |
|---|---|
| BMO Far East | BMO Emerging Markets |
| BMO Global Financial Services Class | BMO Global Equity Class |
| BMO Global Health Sciences Class | BMO Global Equity Class |
| BMO Global Technology Class | BMO Global Equity Class |
| BMO Latin American | BMO Emerging Markets |
| BMO RSP European | BMO RSP International Index |
| BMO RSP Global Balanced | BMO RSP International Index |
| BMO RSP Global Financial Services | BMO RSP International Index |
| BMO RSP Global Health Sciences | BMO RSP Global Science & Technology |
| BMO RSP Global Opportunities | BMO RSP Global Science & Technology |
| BMO RSP Global Technology | BMO RSP Global Science & Technology |
| BMO RSP Japanese | BMO RSP International Index |
| BMO RSP Nasdaq Index | BMO RSP Global Science & Technology |
Name Changes
| Previous Name | New Name |
|---|---|
| BMO Global Opportunities Class Fund | BMO Global Equity Class Fund |
View the Fund Report for BMO Investments Inc.
Effective December 1, 2003, TD Asset Management Inc. has launched the following funds:
View the Fund Report for TD Asset Management Inc.
Effective December 1, 2003, Maritime Life Assurance Co. has launched the following funds:
View the Fund Report for Maritime Life Assurance Co.
Effective November 24, 2003, National Life of Canada has launched the following funds:
View the Fund Report for National Life of Canada.
Effective November 24, 2003, Industrial Alliance Pacific Life Insurance has launched the following funds:
View the Fund Report for Industrial Alliance Pacific Life Insurance.
Effective November 24, 2003, Industrial Alliance Life Ins. Co has launched the following funds:
View the Fund Report for Industrial Alliance Life Ins. Co.
Effective November 25, 2003, AIM Trimark Investments Inc. has announced the following changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Trimark Enterprise | Catherine (Kiki) Delaney | Ian Hardacre |
Richard Jenkins will participate along with the other managers in managing the following funds:
Judith Adams will participate along with the other managers in managing the Trimark Europlus Fund.
Dana Love will participate along with the other managers in managing the Trimark International Companies Fund.
View the Fund Report for AIM Trimark Investments Inc.
Effective November 24, 2003 VenGrowth Capital Management has launched the following fund:
View the Fund Report for VenGrowth Capital Management.
Effective November 24, 2003 Mackenzie Financial Corporation has launched the following funds:
View the Fund Report for Mackenzie Financial Corporation.
Effective November 19, 2003, CIBC World Markets Inc. has launched the following fund:
View the Fund Report for CIBC World Markets Inc.
Effective November 19, 2003, Redwood Asset Management Inc. has launched the following fund:
View the Fund Report for Redwood Asset Management Inc.
Effective November 20, 2003, Sentry Select Capital Corp. has launched the following fund:
View the Fund Report for Sentry Select Capital Corp.
Effective November 20, 2003, CM Investment Management has renamed the following funds:
| Previous Name | New Name |
|---|---|
| Renaissance Global Value | Renaissance Global Opportunities |
| Renaissance Global Value RSP | Renaissance Global Opport RSP |
View the Fund Report for CM Investment Management.
Effective November 17, 2003, Desjardins Financial Security Life Assurance Co. has launched the following funds:
View the Fund Report for Desjardins Financial Security Life Assurance Co.
Effective November 10, 2003, Manulife Financial has terminated the following funds:
View the Fund Report for Manulife Financial.
Effective November 6, 2003, Mackenzie Financial Coroporation has changed the name of the following funds:
| Previous Name | New Name |
|---|---|
| Mackenzie Univ RSP Global Ethics | Mackenzie Univ RSP Sustainable Opp |
| Mackenzie Univ Global Ethics Cap Cl | Mackenzie Univ Sustainable Opp Cap |
View the Fund Report for Mackenzie Financial Coroporation.
Effective November 6, 2003, Industrial Alliance has changed the name of the following funds:
| Previous Name | New Name |
|---|---|
| IA Diploma Primary | IA Diploma Primary Diploma Elemntry |
| IAP Diploma Primary | IAP Diploma Primary Diploma Elmntry |
View the Fund Report for Industrial Alliance.
Effective November 6, 2003, Fidelity Investments Canada Ltd. has launched the following funds:
View the Fund Report for Fidelity Investments Canada Ltd.
Effective October 31, 2003, GrowthWorks Managed Funds has changed the name of the following funds:
| Previous Name | New Name |
|---|---|
| Working Ventures Opportunity | GrowthWorks WV Opportunity |
| Working Ventures Canadian | GrowthWorks WV Canadian |
View the Fund Report for GrowthWorks Managed Funds.
Effective November 3, 2003, CI Mutual Funds has announced the following portfolio manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Synergy Canadian Growth Class | Andrew McCreath | David Picton |
| Synergy Canadian Income | Suzann Pennington | Eric Bushell & Ben Cheng & James Dutkiewicz |
| Synergy Cdn. S.T. Income Class | Suzann Pennington | James Dutkiewicz |
| Synergy Cdn. Style Mgmt. Class | Andrew McCreath & Suzann Pennington | Kim Shannon & Robert Tattersall |
| Synergy Canadian Value Class | Suzann Pennington | Kim Shannon |
| Synergy Global Short-Term Income Cl | Michael Mahoney | James Dutkiewicz |
| Synergy Glo Short-Term Inc Cl (US$) | Michael Mahoney | James Dutkiewicz |
| Synergy Global Value Class | William Fries | John Hock |
| Synergy Global Value Class (US$) | William Fries | John Hock |
| Synergy Global Value RSP | William Fries | John Hock |
| Synergy Global Style Mgmt. Class | John Hock & William Priest | Michael McLaughlin |
| Synergy Global Style Management RSP | John Hock & William Priest | Michael McLaughlin |
| Synergy Global Style Mgmt Cl (US$) | John Hock & William Priest | Michael McLaughlin |
| Synergy Tactical Asset Allocation | Suzann Pennington | Eric Bushell & Ben Cheng & James Dutkiewicz |
View the Fund Report for CI Mutual Funds .
Effective November 3, 2003, Acker Finley Asset Mgmt. Inc. has launched the following fund:
View the Fund Report for Acker Finley Asset Mgmt. Inc.
Effective October 31, 2003 Arrow Hedge Partners Inc. has launched the following fund:
View the Fund Report for Arrow Hedge Partners Inc.
Effective October 28, 2003, Mackenzie Financial Corporation has announced the following name changes:
| Previous Name | New Name |
|---|---|
| Mackenzie Cash Management | Mackenzie Sentinel Cash Management |
| Mackenzie Money Market | Mackenzie Sentinel Money Market |
| Mackenzie Money Market B | Mackenzie Sentinel Money Market B |
| Mackenzie Canadian Managed Yield Capital Class | Mackenzie Sentinel Canadian Managed Yield Capital Class |
| MMackenzie US Managed Yield Capital Class | Mackenzie Sentinel US Managed Yield Capital Class |
| Mackenzie US Managed Yield Capital Class B | Mackenzie Sentinel US Managed Yield Capital Class B |
| Mackenzie Managed Return Capital Class | Mackenzie Sentinel Managed Return Capital Class |
| Mackenzie Mortgage | Mackenzie Sentinel Mortgage |
| Mackenzie Bond | Mackenzie Sentinel Bond |
| Mackenzie Bond M | Mackenzie Sentinel Bond M |
| Mackenzie Short Term Bond | Mackenzie Sentinel Short Term Bond |
| Mackenzie Short Term Bond M | Mackenzie Sentinel Short Term Bond M |
| Mackenzie High Income | Mackenzie Sentinel High Income |
| Mackenzie Real Return Bond | Mackenzie Sentinel Real Return Bond |
| Mackenzie Corporate Bond | Mackenzie Sentinel Corporate Bond |
| Mackenzie Income | Mackenzie Sentinel Income |
| Mackenzie Income B | Mackenzie Sentinel Income B |
| Mackenzie Universal World Income RRSP | Mackenzie Sentinel RRSP Global Bond |
| Mackenzie Universal World Income RRSP US$ | Mackenzie Sentinel RRSP Global Bond US$ |
| Mackenzie Universal World Tactical Bond | Mackenzie Sentinel Tactical Global Bond |
| Mackenzie Universal World Tactical Bond US$ | Mackenzie Sentinel Tactical Global Bond US$ |
| Mackenzie Universal Select Managers | Mackenzie Select Managers |
| Mackenzie Universal Select Managers US$ | Mackenzie Select Managers US$ |
| Mackenzie Universal RSP Select Managers | Mackenzie Select Managers RSP |
| Mackenzie Universal Select Managers Capital Class | Mackenzie Select Managers Capital Class |
| Mackenzie Universal Select Managers Canada | Mackenzie Select Managers Canada |
| Mackenzie Universal Select Managers Canada B | Mackenzie Select Managers Canada B |
| Mackenzie Universal Select Managers Canada C | Mackenzie Select Managers Canada C |
| Mackenzie Universal Select Managers Canada M | Mackenzie Select Managers Canada M |
| Mackenzie Universal Select Managers Canada Cap Class | Mackenzie Select Managers Canada Capital Class |
| Mackenzie Universal Select Managers Far East Cap B | Mackenzie Select Managers Far East Capital Class B |
| Mackenzie Universal Select Managers Far East CapB US$ | Mackenzie Select Managers Far East Capital Class B US$ |
| Mackenzie Universal Select Managers Far East Cap | Mackenzie Select Managers Far East Capital Class |
| Mackenzie Universal Select Managers Far East Cap US$ | Mackenzie Select Managers Far East Capital Class US$ |
| Mackenzie Universal Select Managers Far East Cap M | Mackenzie Select Managers Far East Capital Class M |
| Mackenzie Universal RSP Select Managers Far East | Mackenzie Select Managers RSP Far East |
| Mackenzie Universal Select Managers Intl Cap Class | Mackenzie Select Managers International Capital Class |
| Mackenzie Universal RSP Select Managers International | Mackenzie Select Managers RSP International |
| Mackenzie Universal Select Managers Japan Cap Class | Mackenzie Select Managers Japan Capital Class |
| Mackenzie Universal Select Managers Japan Cap Cl B | Mackenzie Select Managers Japan Capital Cl B |
| Mackenzie Universal RSP Select Managers Japan | Mackenzie Select Managers RSP Japan |
| Mackenzie Universal Select Managers USA Cap Class | Mackenzie Select Managers USA Capital Class |
| Mackenzie Universal Select Managers USA Cap Cl B | Mackenzie Select Managers USA Capital Cl B |
| Mackenzie Universal RSP Select Managers USA | Mackenzie Select Managers RSP USA |
| Mackenzie Cash Management Seg | Mackenzie Sentinel Cash Management Seg |
| Mackenzie Money Market SegB | Mackenzie Sentinel Money Market Seg |
| Mackenzie Bond Seg | Mackenzie Sentinel Bond Seg |
| Mackenzie Corporate Bond Seg | Mackenzie Sentinel Corporate Bond Seg |
| Mackenzie Income Seg | Mackenzie Sentinel Income Seg |
| Mackenzie Universal Select Managers Seg | Mackenzie Select Managers Seg |
| Mackenzie Universal Select Managers Canada Seg | Mackenzie Select Managers Canada Seg |
| Quadrus Mackenzie Univ Select Managers Canada | Quadrus Mackenzie Select Managers Canada |
| Quadrus Mackenzie Univ Select Managers Far East Cap | Quadrus Mackenzie Select Managers Far East Capital Class |
View the Fund Report for Mackenzie Financial Corporation.
Effective October 31, 2003, TD MAP Portfolio Funds has launched the following fund:
Effective October 24, 2003, Co-operators Mutual Funds Limited has announced the following fund mergers and name changes:
Fund Mergers
| Discontinued Fund | Merged Into |
|---|---|
| Co-operators/Credit Post-Vent Cap | Co-operators/Credit Int'l Equity |
| Co-operators/Credit Glo Sci & Tech | Co-operators/Credit Int'l Equity |
| Co-operators/Credit U.S. Cap Appre | Co-operators/Credit Int'l Equity |
View the Fund Report for Co-operators Mutual Funds Limited.
Effective May 30, 2003, Lawrence Asset Management has changed the name of the following fund:
| Previous Name | New Name |
|---|---|
| StrategicNova Venture Gwth Fund Inc | Centerfire Growth Fund Inc |
Effective October 6, 2003 Fullarton Capital Corp. has taken management for the following funds:
View the Fund Report for Fullarton Capital Corp.
Effective October 29, 2003, Middlefield Group Ltd. has launched the following fund:
View the Fund Report for Middlefield Group Ltd.
Effective October 28, 2003, Dimensional Fund Advisors Canada Inc. has launched the following new funds:
View the Fund Report for Dimensional Fund Advisors Canada Inc.
Effective September 2, 2003, Cdn. Dental Service Plans Inc. has announced the following portfolio manager change on the following two funds:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| CDA Money Market (Fiera) | Elantis – Mgmt Team | Fiera Capital Management Team |
| CDA Bond & Mortgage (Fiera) | Elantis – Mgmt Team | Fiera Capital Management Team |
View the Fund Report for Cdn. Dental Service Plans Inc.
Effective October 14,2003, CIBC World Markets Inc. has launched the following:
Effective October 20,2003, CIBC World Markets Inc. has launched the following:
View the Fund Report for CIBC World Markets Inc.
Effective September 29, 2003, CIBC World Markets Inc. has launched the following fund:
View the Fund Report for CIBC World Markets Inc.
Effective October 23, 2003, Manulife MIX Funds has launched the MIX Structured Bond Class fund.
View the Fund Report for Manulife MIX Funds.
Effective October 27, 2003, Perigee Investment Counsel Inc. has officially changed its name to Legg Mason Canada Inc. As a result of this, the following fund names have changed:
| Previous Name | New Name |
|---|---|
| Perigee T-Plus | Legg Mason T-Plus |
| Perigee Index Bond Plus | Legg Mason Canadian Index Plus Bond |
| Perigee Active Bond | Legg Mason Canadian Active Bond |
| Perigee Global Bond | Legg Mason Global Bond |
| Perigee Accufund | Legg Mason Accufund |
| Perigee Symmetry Balanced | Legg Mason Symmetry |
| Perigee Diversifund | Legg Mason Diversifund |
| Perigee Canadian Select Equity | Legg Mason Canadian Core Equity |
| Perigee Canadian Sector Equity | Legg Mason Canadian Sector Equity |
| Perigee North American Equity | Legg Mason North American Equity |
| Perigee Cdn Aggressive Gwth Equity | Legg Mason Canadian Growth Equity |
| Brandywine F.V. U.S. Equity | Legg Mason Brandywine F.V US Equity |
| Batterymarch U.S. Equity | Legg Mason Batterymarch U.S. Equity |
| Perigee Legg Mason U.S. Value | Legg Mason U.S. Value |
| Perigee International Equity | Legg Mason International Equity |
| Perigee Legg Mason U.S. Value Pool | LLegg Mason U.S. Value Pool |
Effective October 22, 2003, AEGON Fund Management Inc. has launched the following funds:
View the Fund Report for AEGON Fund Management Inc.
Effective October 16, 2003, Barclays Global Investors Canada Ltd. has launched the following funds:
View the Fund Report for Barclays Global Investors Canada Ltd.
Effective October 17, 2003, Dynamic Mutual Funds Ltd. has announced the following fund mergers and name changes:
Fund Mergers
| Discontinued Fund | Merged Into |
|---|---|
| StrategicNova U.S. Mid-Cap Value | Dynamic American Value |
| StrategicNova U.S. Mid-Cap Val(US$) | Dynamic American Value (US$) |
| StrategicNova U.S. Mid-Cap Val RSP | Dynamic RSP American Value |
| StrategicNova Europe | Dynamic European Value |
| StrategicNova Europe RSP | Dynamic RSP European Value |
| StrategicNova Canadian Natur Resour | Dynamic Focus Plus Resource |
| StrategicNova USTech | StrategicNova Canadian Technology |
| Dynamic Global Technology | StrategicNova Canadian Technology |
| Dynamic Global Technology Class | StrategicNova Canadian Technology |
| Dynamic RSP Global Technology | StrategicNova Canadian Technology |
| Dynamic Global Health Sciences | StrategicNova Canadian Technology |
| Dynamic Global Health Sciences Cl | StrategicNova Canadian Technology |
| Dynamic RSP Global Health Sciences | StrategicNova Canadian Technology |
Name Changes
| Previous Name | New Name |
|---|---|
| StrategicNova Canadian Technology | Dynamic Canadian Technology |
View the Fund Report for Dynamic Mutual Funds Ltd.
Effective October 17, 2003, Transamerica Life Canada has renamed the following funds:
| Previous Name | New Name |
|---|---|
| Trans GS Aggress Asset Allocation | Trans Global Growth |
| Trans GS Balanced Asset Allocation | Trans TOP Balanced GIP |
| Trans GS Canadian MMF | Trans Canadian Short Term Bond |
| Trans GS Conserv. Asset Allocation | Trans TOP Conservative GIP |
| Trans GS Growth Asset Allocation | Trans TOP Growth GIP |
View the Fund Report for Transamerica Life Canada.
Effective August 5, 2003, MD Global Wealth Builders Ltd. has announced the following portfolio manager changes on the following three funds:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| GWB Canadian Wealth Builder | Alan Gunn | Ken Trider |
| GWB Global Wealth Builder | Alan Gunn | Ken Trider |
| GWB High Income Wealth Builder | Alan Gunn | Ken Trider |
View the Fund Report for MD Global Wealth Builders Ltd.
Effective October 1, 2003, GENUS Capital Management has launched the following fund:
View the Fund Report for GENUS Capital Management.
Effective October 1, 2003, Talvest Fund Management has renamed the following funds and Manager changes:
| Previous Name | New Name |
|---|---|
| Talvest Value Line U.S. RSP | Talvest U.S. Equity RSP |
| Talvest Value Line US. Equity | Talvest U.S. Equity |
| Talvest Value Line US Equity (US$) | Talvest U.S. Equity (US$) |
Manager Change
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Talvest U.S. Equity Fund | Alan N. Hoffman | John C. Leonard Thomas M. Cole Thomas J. Digeman of UBS Global Asset Management (Canada) Co |
View the Fund Report for Talvest Fund Management.
Effective September 3, 2003, Beutel Goodman Managed Funds has launched the following funds:
View the Fund Report for Beutel Goodman Managed Funds.
Effective October 10, 2003, Dynamic Mutual Funds Ltd. has announced the following fund mergers and name changes:
Fund Mergers
| Discontinued Fund | Merged Into |
|---|---|
| StrategicNova U.S. Large Cap Value | Dynamic Focus Plus American |
| StrategicNova TopGuns | StrategicNova World Equity |
| Dynamic Power European Growth Class | Dynamic Power International Gwth Cl |
| Dynamic European Value Class | Dynamic International Value Class |
| Dynamic Far East Value Class | Dynamic International Value Class |
| StrategicNova Wld Strat Asset Alloc | SN Commonwealth World Balanced |
| StrategicNova Wd Strat AssetAl(US$) | SN Commonwealth World Balanced(US$) |
| StrategicNova Canadian Asset Alloc | StrategicNova Canadian Balanced |
| StrategicNova Cdn Aggressive Bal | StrategicNova Canadian Balanced |
| Dynamic Money Market | StrategicNova Canadian Money Market |
Name Changes
| Previous Name | New Name |
|---|---|
| StrategicNova Canadian Money Market | Dynamic Money Mkt |
| StrategicNova Canadian Balanced | Dynamic Value Balanced |
| Dynamic Power International Gwth Cl | Dynamic Power Global Growth Class |
| StrategicNova World Equity | Dynamic Focus Plus World Equity |
| StrategicNova World Equity RSP | Dynamic Focus Pl World Equity RSP |
| StrategicNova Wld Strat AssetAl RSP | SN Commonwealth World Balanced RSP |
View the Fund Report for Dynamic Mutual Funds Ltd.
Effective October 1, 2003, Investors Group Inc. has launched the following new funds:
View the Fund Report for Investors Group Inc.
Effective October 6, 2003, Industrial Alliance Pacific Life Insur. has closed following funds:
View the Fund Report for Industrial Alliance Pacific Life Insur.
Effective October 6, 2003, Industrial Alliance Pacific Life Insur. has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| IAP Ecflx NL Stock | IAP Canadian Equity Value |
| IAP Ecflx NL Diversified | IAP Diversified |
| IAP Ecflx Global Equity | IAP Global Equity (ABN Amro) |
View the Fund Report for Industrial Alliance Pacific Life Insur.
Effective October 6, 2003, Industrial Alliance Life Ins. Co. has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| IA Ecflx NL Stock | IA Ecflx Canadian Equity Value |
| IA Group NL Stock | IA Group Canadian Equity Value |
| IA Ecflx NL Diversified | IA Ecflx Diversified |
| IA Group NL Diversified | IA Group Diversified |
| IA Ecflx Global Equity | IA Ecflx Global Equity (ABN AMRO) |
| IA Group Global Equity | IA Group Global Equity (ABN AMRO) |
View the Fund Report for Industrial Alliance Life Ins. Co.
Effective October 6, 2003, CI Mutual Funds has completed it's acquisition of Synergy Asset Management. All Synergy funds will be listed under CI Mutual Funds.
View the Fund Report for CI Mutual Funds.
Effective October 3, 2003, Dynamic Mutual Funds Ltd. has announced the following fund mergers and name changes:
Fund Mergers
| Discontinued Fund | Merged Into |
|---|---|
| StrategicNova Canadian Large-Cap Gw | Dynamic Power Canadian Growth |
| StrategicNova Canadian Midcap Gwth | Dynamic Power Canadian Growth |
| StrategicNova Canadian Midcap Value | Dynamic Value Fund of Canada |
| StrategicNova Cdn Large Cap Value | Dynamic Focus Plus Canadian |
| StrategicNova Latin America | StrategicNova Asia-Pacific |
| StrategicNova Emerging Market | StrategicNova Asia-Pacific |
| StrategicNova World Prec. Metals | Dynamic Canadian Precious Metals |
| Dynamic Global Real Estate Class | Dynamic Global Real Estate |
Name Changes
| Previous Name | New Name |
|---|---|
| StrategicNova Asia-Pacific | Dynamic Greater China |
View the Fund Report for Dynamic Mutual Funds Ltd.
Effective October 6, 2003, AIC Limited has renamed the following funds:
| Previous Name | New Name |
|---|---|
| AIC Amer Income Equity Seg (100%) | AIC American Balanced Seg (100%) |
| AIC Amer Income Equity Seg (75%) | AIC American Balanced Seg (75%) |
| AIC Income Equity Seg AIC (100%) | AIC Canadian Balanced Seg (100%) |
| AIC Income Equity Seg AIC (75%) | AIC Canadian Balanced Seg (75%) |
View the Fund Report for AIC Limited.
Effective October 3, 2003, AGF Funds Inc. has announced the following fund mergers and name changes:
Fund Mergers
| Discontinued Fund | Merged Into |
|---|---|
| AGF World Bal | AGF Amer. Tactical Asset Alloc. |
| AGF World Bal (US$) | AGF Amer. Tact Asset Alloc. (US$) |
| AGF RSP World Bal | AGF RSP Amer Tactical Asset Allocat |
Name Changes
| Previous Name | New Name |
|---|---|
| AGF Amer. Tactical Asset Alloc | AGF World Balanced |
| AGF Amer. Tact Asset Alloc. (US$) | AGF World Balanced (US$) |
| AGF RSP Amer Tactical Asset Allocat | AGF RSP World Balanced |
The objectives of the new AGF World Balanced funds are changed to reflect that of the original “AGF World Bal” fund.
View the Fund Report for AGF Funds Inc.
Effective October 6, 2003, TD Asset Management Inc. has launched the following fund:
View the Fund Report for TD Asset Management Inc.
Effective October 1, 2003, Opus 2 Financial Inc. has renamed the following funds:
| Previous Name | New Name |
|---|---|
| Opus 2 Ambassador Balanced Po | Diplomat Growth Portfolio |
| Opus 2 Ambassador Conservative Po | Diplomat Balanced Portfolio |
| Opus 2 Ambassador Growth Port | Diplomat Maximum Growth Portfolio |
View the Fund Report for Opus 2 Financial Inc.
