Tools
- Fund Selector
- Fund Filter
- Top Movers
- Charts
- Closed-end Funds
- 5-Star RatingsMethodology by Algorithmics
- Buy Side Ratings G
- Price Download G
- Fund Alerts G
| News | Globeinvestor | Technology | Vehicles | Careers |
Effective June 30, 2004, AGF Funds Inc. has announced the following portfolio management change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| AGF China Focus Class | Raymond Tse | Keith Cheung |
View the Fund Report for AGF Funds Inc.
Effective June 28, 2004, Ethical Funds Inc. has terminated the following funds:
View the Fund Report for Ethical Funds Inc.
Effective June 29, 2004, Mavrix Fund Management Inc. has launched the following funds:
View the Fund Report for Mavrix Fund Management Inc.
Effective June 24, 2004, Middlefield Group Limited has terminated the following fund:
View the Fund Report for Middlefield Group Limited.
Effective June 28, 2004, SEI Investments Canada Company has announced the following name changes:
| Previous Fund Name | New Fund Name |
|---|---|
| SEI Conservative Income-I | SEI Income 100-I |
| SEI Conservative Income-O | SEI Income 100-O |
| SEI Conservative Income-P | SEI Income 100-P |
| SEI Diversified Income-I | SEI Income 20/80-I |
| SEI Diversified Income-O | SEI Income 20/80-O |
| SEI Diversified Income-P | SEI Income 20/80-P |
| SEI Income Growth-I | SEI Income 30/70-I |
| SEI Income Growth-O | SEI Income 30/70-O |
| SEI Income Growth-P | SEI Income 30/70-P |
| SEI Balanced Income-I | SEI Balanced 40/60-I |
| SEI Balanced Income-O | SEI Balanced 40/60-O |
| SEI Balanced Income-P | SEI Balanced 40/60-P |
| SEI Conservative Balanced-I | SEI Balanced 50/50-I |
| SEI Conservative Balanced-O | SEI Balanced 50/50-O |
| SEI Conservative Balanced-P | SEI Balanced 50/50-P |
| SEI Core Balanced-I | SEI Balanced 60/40-I |
| SEI Core Balanced-O | SEI Balanced 60/40-O |
| SEI Core Balanced-P | SEI Balanced 60/40-P |
| SEI Balanced Growth-I | SEI Growth 70/30-I |
| SEI Balanced Growth-O | SEI Growth 70/30-O |
| SEI Balanced Growth-P | SEI Growth 70/30-P |
| SEI Balanced Growth Plus-O | SEI Growth 80/20-O |
| SEI Balanced Growth Plus-P | SEI Growth 80/20-P |
| SEI Diversified Equity-I | SEI Growth 100-I |
| SEI Diversified Equity-O | SEI Growth 100-O |
| SEI Diversified Equity-P | SEI Growth 100-P |
| SEI Global Equity-P | SEI Global Growth 100-P |
View the Fund Report for SEI Investments Canada Company.
Effective June 28, 2004, Franklin Templeton Investments has launched the following funds:
View the Fund Report for Franklin Templeton Investments.
Effective June 28, 2004, Ethical Funds Inc. has announced the following changes:
Manager Change| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Ethical Growth | Martin Gerber & Larry Lunn | Robert Hammill |
| Fund Name | New Fund Name |
|---|---|
| Ethical Money Market | Credential Money Market |
View the Fund Report for Ethical Funds Inc.
Effective June 23, 2004, CI Mutual Funds has launched the following funds:
View the Fund Report for CI Mutual Funds.
Effective June 23, 2004, Dimensional Fund Advisors Canada Inc. has launched the following funds:
View the Fund Report for Dimensional Fund Advisors Canada Inc.
Effective June 14, 2004, CIBC World Markets Inc. has launched the following funds:
View the Fund Report for CIBC World Markets Inc.
Effective June 1, 2004, All-Canadian Management Inc. has announced the following portfolio management changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| All-Canadian CapitalFund | Michael A. Parente, J. C. Stefan Spicer and J. L. Michele Spicer | Peter Kistemaker and Mark Mullins |
| All-Canadian Compound | Michael A. Parente, J. C. Stefan Spicer and J. L. Michele Spicer | Peter Kistemaker and Mark Mullins |
| All-Canadian Resources Corp. | All-Canadian Mgmt. - Mgmt. Team | Peter Kistemaker and Mark Mullins |
View the Fund Report for All-Canadian Management Inc.
Effective June 18, 2004, Acker Finley has terminated the following fund:
View the Fund Report for Acker Finley.
Effective June 15, 2004, MD Funds Management Inc. has announced the following portfolio management changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| MDPIM US Equity Pool (Cl A) | Lancet Asset Mgmt. Inc. - Mgmt. Team | NWQ Investment Mgmt. - Mgmt. Team and Jensen Investment Mgmt-Mgmt Team |
Effective January 31, 2004, MD Funds Management Inc. has announced the following portfolio management changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| MDPIM Canadian Equity Pool (Cl A) | Lancet Asset Mgmt. Inc. - Mgmt. Team | Howson Tattersall - Mgmt. Team |
View the Fund Report for MD Funds Management Inc.
Effective June 18, 2004, Fairway Capital has launched the following fund:
Effective June 17, 2004, Middlefield Fund Mgmt. Ltd. has launched the following funds:
View the Fund Report for Middlefield Group Limited.
Effective May 18, 2004, Middlefield Group Limited has terminated the following fund:
View the Fund Report for Middlefield Group Limited.
Effective June 10, 2004, MD Funds Management Inc. has terminated the following fund:
View the Fund Report for MD Funds Management Inc.
Effective May 28, 2004 Olympus United Funds Inc. has announced the following fund Mergers:
| Discontinued Fund | Merged Into |
|---|---|
| Olympus United Global DPP | Olympus United Univest DPP |
Effective June 4, 2004 Olympus United Funds Inc. has announced the following fund Name change:
| Fund Name | New Fund Name |
|---|---|
| Olympus United Equity Long/Short | Olympus United Momentum |
View the Fund Report for Olympus United Funds Inc.
Effective June 2, 2004 CI Funds Inc. has announced the following portfolio management change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| CI Landmark Canadian | Derek H. Webb & Robert Davies | David K. Picton |
| CI Landmark American | Derek H. Webb & Robert Davies | David K. Picton |
| CI Landmark American Sector Shares | Derek H. Webb & Robert Davies | David K. Picton |
| CI Landmark Global Sector | Derek H. Webb & Robert Davies | David K. Picton |
| CI Tactonics | Derek H. Webb | David K. Picton |
| CI American Managers Sector | Derek H. Webb, Robert Davies & William Priest | David K. Picton |
| CI Landmark Global Opportunities | Derek H. Webb | John Hock |
View the Fund Report for CI Funds Inc.
Effective June 2/2004 Dominion Equity Resource Fund Inc. has announced the following portfolio management change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Dominion Equity Resource | Dean Prodan | William Bonner |
View the Fund Report for Dominion Equity Resource Fund Inc.
Effective June 7, 2004, Mackenzie Financial Corporation has launched the following fund:
View the Fund Report for Mackenzie Financial Corporation.
Effective June 4, 2004, Northwest Mutual Funds Inc has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| Northwest Money Market | Maestral Money Market |
| Maestral Asset Allocation | Northwest Balanced |
| Maestral Canadian Equity | Northwest Canadian Equity |
| Maestral Global Equity RSP | Northwest RSP Foreign Equity |
| Maestral Health & Biotechnology | Northwest Specialty Innovations |
| Maestral Techno & Telecommunication | Northwest Specialty Innovations |
| Maestral Small Cap Cdn Equity | Northwest Specialty Equity |
Effective June 7, 2004, Northwest Mutual Funds Inc has announced the following name changes:
| Fund Name | New Fund Name |
|---|---|
| Maestral American Equity | Northwest U.S. Equity |
| Maestral Canadian Bond | Northwest Canadian Bond |
| Maestral Canadian Dividend | Northwest Canadian Dividend |
| Maestral Global Equity | Northwest EAFE |
| Maestral Quebec Growth | Northwest Québec Growth |
| Maestral Money Market | Northwest Money Market |
| Northwest Balanced | Northwest Growth & Income |
View the Fund Report for Northwest Mutual Funds Inc.
Effective May 25, 2004, CI Mutual Funds has launched the following funds:
View the Fund Report for CI Mutual Funds.
Effective June 1, 2004, HSBC Investment Funds (Canada) Inc. has launched the following fund:
View the Fund Report for HSBC Investment Funds (Canada) Inc.
Effective May 25, 2004, CI Mutual Funds Inc. has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| CI American Growth | CI Value Trust Sector |
| CI American Growth RSP | CI Value Trust Sector RSP |
| CI World Equity | CI Global Value |
| CI European Growth | CI European |
| CI European Growth RSP | CI European RSP |
| CI Canadian Stock | CI Signature Select Canadian |
| Synergy Canadian Growth Class | Synergy Canadian Momentum Class |
View the Fund Report for CI Mutual Funds.
Effective May 3, 2004, Quadrexx Asset Management has launched the following funds:
View the Fund Report for Quadrexx Asset Management.
Effective May 25, 2004, CI Mutual Funds has announced the following Fund name changes:
| Previous Name | New Fund Name |
|---|---|
| Synergy Canadian Small Cap Class | CI Signature Canadian Small Cap Cl |
| Synergy Canadian Income | CI Signature Income & Growth |
View the Fund Report for CI Mutual Funds.
Effective May 21, 2004, Manulife Financial has renamed of the following funds:
| Previous Name | New Fund Name |
|---|---|
| MLI E&P Total Equ (SEAMARK)GIFe 1 | MLI MIX SEAMARK Total Gl EqC GIFe 1 |
| MLI E&P Total Equ (SEAMARK)GIFe 2 | MLI MIX SEAMARK Total Gl EqC GIFe 2 |
| MLI E&P Total Equity (SEAMARK)GIF 1 | MLI MIX SEAMARK Total Gl EqC GIF 1 |
| MLI E&P Total Equity (SEAMARK)GIF 2 | MLI MIX SEAMARK Total Gl EqC GIF 2 |
| MLI Elliott & Page Blue Chip GIF 1 | MLI Elliott & Page Cdn Equity GIF 1 |
| MLI Elliott & Page Blue Chip GIF 2 | MLI Elliott & Page Cdn Equity GIF 2 |
| MLI Elliott & Page Blue Chip GIFe 1 | MLI Elliott & Page Cdn Equ GIFe 1 |
| MLI Elliott & Page Blue Chip GIFe 2 | MLI Elliott & Page Cdn Equ GIFe 2 |
View the Fund Report for Manulife Financial.
Effective May 21, 2004, Elliott & Page Ltd. has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| Elliott & Page Balanced | E&P Manulife Bal Asset Alloc Port |
| Elliott & Page Blue Chip - Advisor | Elliott & Page Cdn Equity-Advisor |
| Elliott & Page Blue Chip-Cl A | Elliott & Page Canadian Equity-Cl A |
| Elliott & Page Blue Chip-Cl H | Elliott & Page Canadian Equity-Cl H (new fund – closed to new investors) |
| Elliott & Page Global Sector | MIX Global Sector Class |
| Elliott & Page Global Sector-Cl H | MIX Global Sector Class – Class H (new fund – closed to new investors) |
| Elliott & Page International Equity | MIX SEAMARK Total Global Equity Cl |
| Elliott & Page Total Equity | MIX SEAMARK Total Global Equity Cl |
View the Fund Report for Elliott & Page Ltd.
Effective May 21, 2004, Standard Life Mutual Funds has terminated the following funds:
View the Fund Report for Standard Life Mutual Funds.
Effective May 21, 2004, Portus Asset Management Inc has launched the following funds:
View the Fund Report for Portus Asset Management Inc.
Effective May 20, 2004, Logix Funds has announced the following fund name change:
| Previous Name | New Fund Name |
|---|---|
| LOGIX Global Bond | LOGIX Diversified Bond |
View the Fund Report for Logix Funds.
Effective May 05, 2004, CIBC World Markets has launched the following fund:
View the Fund Report for CIBC World Markets.
Effective May 14, 2004, Manulife Financial has announced the following fund mergers:
| Discontinued Fund | Merged Into |
|---|---|
| MLI E&P Balanced GIF 1 | MLI Balanced Asset Allocation GIF 1 |
| MLI E&P Balanced GIFe 1 | MLI Balanced Asset Alloc GIFe 1 |
| MLI E&P Int'l Equ (SEAMARK) GIFe 1 | MLI E&P Total Equ (SEAMARK)GIFe 1 |
| MLI E&P Int'l Equ (SEAMARK) GIFe 2 | MLI E&P Total Equ (SEAMARK)GIFe 2 |
| MLI E&P Int'l Equity (SEAMARK)GIF 1 | MLI E&P Total Equity (SEAMARK)GIF 1 |
| MLI E&P Int'l Equity (SEAMARK)GIF 2 | MLI E&P Total Equity (SEAMARK)GIF 2 |
View the Fund Report for Manulife Financial.
Effective May 17, 2004, CI Mutual Funds has announced the following portfolio management changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| CI Canadian Bond | J. Zechner Associates Inc | Signature Funds Group |
| CI Long-Term Bond | J. Zechner Associates Inc | Signature Funds Group |
| CI Short-Term Bond | J. Zechner Associates Inc | Signature Funds Group |
| Clarica Premier Bond | J. Zechner Associates Inc | Signature Funds Group |
View the Fund Report for CI Mutual Funds.
Effective May 14, 2004, Counsel Wealth Management has announced the following fund merger:
| Discontinued Fund | Merged Into |
|---|---|
| Counsel Select Sector | Counsel All Equity Portfolio |
View the Fund Report for Counsel Wealth Management.
Effective May 17, 2004, Paradigm Asset Management Inc. has changed the company name to Portus Asset Management Inc.
View the Fund Report for Portus Asset Management Inc.
Effective May 7, 2004, Talvest Fund Management has terminated the following funds:
View the Fund Report for Talvest Fund Management.
Effective April 22, 2004, Open Sky Capital has launched the following fund:
View the Fund Report for Open Sky Capital.
Effective May 7, 2004, Keystone Portfolio/Mackenzie Financial Corporation has announced the following mergers on the following funds:
| Discontinued Fund | Merged Into |
|---|---|
| Keystone Premier RSP Euro Elite 100 | Keystone Prem Euro Elite 100 Cap Cl |
| Keystone Premier Euro Elite 100 | Keystone Prem Euro Elite 100 Cap Cl |
| Keystone Premier RSP Glo Elite 100 | Keystone Premier Glo Elite 100 Cap |
| Keystone Premier Global Elite 100 | Keystone Premier Glo Elite 100 Cap |
View the Fund Report for Keystone Portfolio/Mackenzie Financial Corporation.
Effective May 3, 2004, AIM Trimark Investments Inc. has announced the following portfolio manager changes on the following funds:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Trimark Fund – SC, Trimark Fund (US$) | Richard Jenkins, MBA; Bill Kanko, CFA | Tye Bousada, CFA; Dana Love, MSc |
| Trimark Fund – A, Trimark Fund - A (US$) | Judith Adams, CFA, MBA, MSc; Tye Bousada, CFA | Tye Bousada, CFA; Dana Love, MSc |
| Trimark RSP Fund | Tye Bousada, CFA; Dana Love, MSc |
View the Fund Report for AIM Trimark Investments Inc.
Effective April 1, 2004, Fidelity Investment Canada Ltd. has announced the following manager change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Fidelity Global Opportunities-A | Bahaa Fam, Bill Fink and Kevin McCarey | Bahaa Fam, Mike Jenkins and Kevin McCarey |
View the Fund Report for Fidelity Investment Canada Ltd.
Effective May 5, 2004, Acker Finley has changed the names of the following funds:
| Previous Name | New Name |
|---|---|
| QSA Canadian Equity (Series A) | QSA Canada Focus (Series A) |
| QSA Canadian Equity (Series B) | QSA Canada Focus (Series B) |
View the Fund Report for Acker Finley.
Effective May 3, 2004, Norrep Inc. has announced the following manager change:
Evan Spiropoulos will no longer manage the Norrep and Norrep II funds.
View the Fund Report for Norrep Inc.
Effective March 26, 2004, All-Canadian Management Inc. has terminated the following fund:
View the Fund Report for All-Canadian Management Inc.
Effective May 3, 2004, Altamira Investment Services Inc. has launched the following fund:
View the Fund Report for One Financial.
Effective May 3, 2004 NAVigator Capital Management has launched the following fund:
Effective April 8, 2004, One Financial has launched the following fund:
View the Fund Report for One Financial.
Effective March 19, 2004, AGF Funds Inc has launched the following manage change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| AGF Aggressive Japan Class | Toshiyuki Fukushima | Takeshi Yamaguchi, CMA |
View the Fund Report for AGF Funds Inc.
Effective April 22, 2004, AIM Trimark Investments has announced the following portfolio manager change on the following funds:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| AIM Global Theme Class | Jason T. Holzer and Barrett K. Sides | Eric Thaller |
| AIM Global Theme Class (US$) | Jason T. Holzer and Barrett K. Sides | Eric Thaller |
| AIM Core Global Equity Class | Jason T. Holzer and Barrett K. Sides | Eric Thaller |
| AIM Core Global Equity Class (US$) | Jason T. Holzer and Barrett K. Sides | Eric Thaller |
View the Fund Report for AIM Trimark Investments.
Effective April 12, 2004, CIBC World Markets Inc. has launched the following funds:
View the Fund Report for Ethical Funds Inc.
Effective April 12, 2004, CIBC World Markets Inc. has launched the following fund:
View the Fund Report for Ethical Funds Inc.
Effective April 22, 2004, Ethical Funds Inc. has closed the following funds to new purchasers. These funds will officially be terminated as of June 28, 2004:
View the Fund Report for Ethical Funds Inc.
Effective January 31, 2004, Paradigm Asset Management has announced the following portfolio manager change on the following fund:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Paradigm Mkt Neutral Preservation | Dr. James Park (Sub-Advisor) | Boaz Manor |
| Paradigm Mkt Neutral Preservation II | Dr. James Park (Sub-Advisor) | Boaz Manor |
View the Fund Report for Paradigm Asset Management.
Effective April 16, 2004 Hillsdale Investment Mgmt Inc. has launched the following fund:
View the Fund Report for Hillsdale Investment Mgmt Inc.
Effective April 20, 2004, AIM Trimark Investments Inc. has announced the following portfolio manager changes on the following funds:
Robert M. Kippes is no longer managing the AIM American Aggressive Growth and the AIM American Aggressive Growt (US$) funds.
View the Fund Report for AIM Trimark Investments Inc.
Effective April 1, 2004, Norrep Inc. has launched the following fund:
View the Fund Report for Norrep Inc.
Effective April 15, 2004, Dynamic Mutual Funds has terminated the following fund:
View the Fund Report for Dynamic Mutual Funds.
Effective April 16, 2004, Brompton Equity Split Mgmt Ltd has launched the following fund:
Effective April 15, 2004, Sprott Asset Mgmt Inc. has launched the following fund:
View the Fund Report for Sprott Asset Mgmt Inc.
Effective April 7, 2004, Sprott Asset Mgmt Inc. has launched the following fund:
View the Fund Report for Sprott Asset Mgmt Inc.
Effective March 29, 2004, SEI Investments Canada Company has launched the following fund:
View the Fund Report for SEI Investments Canada Company.
Effective March 31, 2004, Centaur Pooled Funds has terminated the following fund:
Effective March 31, 2004, Arrow Hedge Partners Inc. has launched the following fund:
View the Fund Report for Arrow Hedge Partners Inc.
Effective April 01, 2004, Tim McElvaine will no longer manage the following funds:
View the Fund Report for Mackenzie Financial Corporation
Effective April 01, 2004, Ethical Funds Inc. has announced the following manager change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Ethical Money Market | Jim Lorimer, BA | Central Financial Corp. – Mgmt Team |
View the Fund Report for Ethical Funds Inc.