Noteworthy
New funds, name changes, and manager changes
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Friday May 9, 2008: New BMO Funds
Effective May 07, 2008 BMO Nesbitt Burns Inc.-Linked Notes has launched the following new funds:
- BMO GGOF CORE Total Return S7
- BMO GGOF CORE Notes ROC Class S7
- BMO GGOF CORE Notes Yield Class S7
View the Fund Report for BMO Nesbitt Burns Inc.-Linked Notes.
Friday May 9, 2008: New AIC Funds
Effective May 5, 2008, AIC Limited has launched the following funds:
- Brookfield Redding Global Infrastr
- Brookfield Redding Glob Inf (US $)
- Value Leaders Bal Growth Port - T6
- Value Leaders Bal Income - T5
- Value Leaders Balanced Growth Port
- Value Leaders Balanced Income Port
- Value Leaders Growth Portfolio
- Value Leaders Growth Portfolio - T6
- Value Leaders Income Portfolio
- Value Leaders Income Portfolio - T4
- Value Leaders Maximum Growth Port
- Value Leaders Maximum Growth T7
View the Fund Report for AIC Limited.
Friday May 9, 2008: Fidelity Name Changes
Effective May 01, 2008 Fidelity Investments Canada ULC has renamed the following funds:
| Previous Name | New Name |
|---|---|
| Fidelity Focus Financial Ser-A(US$) | Fidelity Glbl Financial Ser-A(US$) |
| Fidelity Focus Financial Ser-B(US$) | Fidelity Glbl Financial Ser-B(US$) |
| Fidelity Focus Financial Service Cl | Fidelity Glbl Financial Service Cl |
| Fidelity Focus Financial Serv Cl-B | Fidelity Glbl Financial Serv Cl-B |
| Fidelity Focus Financial Serv.-A | Fidelity Glbl Financial Serv.-A |
| Fidelity Focus Financial Serv.-B | Fidelity Glbl Financial Serv.-B |
| Fidelity Focus Consumer Ind Cl B | Fidelity Global Consumer Ind Cl B |
| Fidelity Focus Consumer Ind-A (US$) | Fidelity Global Consumer Ind-A(US$) |
| Fidelity Focus Consumer Ind-B (US$) | Fidelity Global Consumer Ind-B(US$) |
| Fidelity Focus Consumer Indust. Cl | Fidelity Global Consumer Indust. Cl |
| Fidelity Focus Consumer Indust.-A | Fidelity Global Consumer Indust.-A |
| Fidelity Focus Consumer Indust.-B | Fidelity Global Consumer Indust.-B |
| Fidelity Focus Health Care Cl B | Fidelity Global Health Care Cl B |
| Fidelity Focus Health Care Class | Fidelity Global Health Care Class |
| Fidelity Focus Health Care-A | Fidelity Global Health Care-A |
| Fidelity Focus Health Care-A (US$) | Fidelity Global Health Care-A (US$) |
| Fidelity Focus Health Care-B | Fidelity Global Health Care-B |
| Fidelity Focus Health Care-B (US$) | Fidelity Global Health Care-B (US$) |
| Fidelity Focus Natural Resources Cl | Fidelity Global Natural Res Cl |
| Fidelity Focus Natural Res Cl-B | Fidelity Global Natural Res Cl-B |
| Fidelity Focus Natural Res-A (US$) | Fidelity Global Natural Res-A (US$) |
| Fidelity Focus Natural Res-B (US$) | Fidelity Global Natural Res-B (US$) |
| Fidelity Focus Natural Resources-A | Fidelity Global Natural Resources-A |
| Fidelity Focus Natural Resources-B | Fidelity Global Natural Resources-B |
| Fidelity Focus Technology Class | Fidelity Global Technology Class |
| Fidelity Focus Technology Class-B | Fidelity Global Technology Class-B |
| Fidelity Focus Technology-A | Fidelity Global Technology-A |
| Fidelity Focus Technology-A (US$) | Fidelity Global Technology-A (US$) |
| Fidelity Focus Technology-B | Fidelity Global Technology-B |
| Fidelity Focus Technology-B (US$) | Fidelity Global Technology-B (US$) |
| Fidelity Focus Telecom Cl-B | Fidelity Global Telecom Cl-B |
| Fidelity Focus Telecommun.-A (US$) | Fidelity Global Telecommun.-A (US$) |
| Fidelity Focus Telecommun.-B (US$) | Fidelity Global Telecommun.-B (US$) |
| Fidelity Focus Telecommunication Cl | Fidelity Global Telecommun Cl |
| Fidelity Focus Telecommunications-A | Fidelity Global Telecommun-A |
| Fidelity Focus Telecommunications-B | Fidelity Global Telecommun-B |
View the Fund Report for Fidelity Investments Canada ULC.
Friday May 9, 2008: CIBC Fund Terminated
Effective April 24, 2008 CIBC Asset Management has terminated the following fund:
- Axiom Foreign Growth Port-Elite Cl
View the Fund Report for CIBC Asset Management.
Friday May 9, 2008: Man Investments Funds Terminated
Effective April 30, 2008, Man Investments Canada Corp has terminated the following funds:
- Man Bayswater Gl Invst (Cdn)-B(US$)
- Man Bayswater Gl Invst (Cdn)-G(US$)
- Man Bayswater Gl Invst (Cdn)-J(US$)
- Man Bayswater Glbl Invsts (Cdn) – A
- Man Bayswater Glbl Invsts (Cdn) – F
- Man Bayswater Glbl Invsts (Cdn) – I
- Man MGS Access (Canada) Notes I
View the Fund Report for Man Investments Canada Corp.
Friday May 9, 2008: New Manulife Funds
Effective April 30, 2008 Manulife Financial has launched the following funds:
- Manulife GIF S Tax-Managed Growth
- Manulife GIF S E Tax-Managed Growth
- Manulife CAP B Tax-Managed Growth
- Manulife Sr R B American Eq Index
- Manulife GIF 2 Global Real Estate
- Manulife GIFe 2 Global Real Estate
- Manulife GIF S Global Real Estate
- Manulife GIF S E Global Real Estate
- Manulife CAP B Global Real Estate
- Manulife MLIP B Global Real Estate
- Manulife MLIA B Global Real Estate
- Manulife GIF 1 Real Return Strat
- Manulife GIFe 1 Real Return Strat
- Manulife GIF 2 Real Return Strat
- Manulife GIFe 2 Real Return Strat
- Manulife GIF S Real Return Strat
- Manulife GIF S E Real Return Strat
- Manulife CAP A Real Return Strat
- Manulife CAP B Real Return Strat
- Manulife MLIP A Real Return Strat
- Manulife MLIP B Real Return Strat
- Manulife MLIA A Real Return Strat
- Manulife MLIA B Real Return Strat
- Manulife GIF 2 US Growth
- Manulife GIFe 2 US Growth
- Manulife GIF S US Growth
- Manulife GIF S E US Growth
- Manulife CAP B US Growth
- Manulife MLIP B US Growth
- Manulife MLIA B US Growth
- Manulife GIF S Growth (Multi)
- Manulife GIF S E Growth (Multi)
- Manulife GIF 2 Internatl(Pictet)
- Manulife GIFe 2 Internatl(Pictet)
- Manulife GIF S Internatl(Pictet)
- Manulife GIF S E Internatl(Pictet)
- Manulife GIF S Global Core Class
- Manulife GIF S E Global Core Class
- Manulife GIF 1 Trimark Global Bal
- Manulife GIFe 1 Trimark Global Bal
View the Fund Report for Manulife Financial.
Friday May 9, 2008: First Trust Fund Name Changes
Effective April 29, 2008 First Trust Portfolios has announced the following name change:
| Previous Name | New Name |
|---|---|
| First Trust RBC Inv Focus List 2001 | First Trust RBC Dom Sec Cdn Foc Lt |
View the Fund Report for First Trust Portfolios.
Tuesday April 29, 2008: AGF Fund Changes
Effective April 28, 2008 AGF Funds Inc. has announced the following changes:
New Funds
- AGF Canadian Large Cap Dividend Cls
- AGF Cdn Large Cap Dividend Cl (US$)
- AGF Canadian Stock Class
- AGF Canadian Stock Class (US$)
- AGF Emerging Markets Class
- AGF Emerging Markets Class (US$)
- AGF Global Dividend – T
Name Changes
| Previous Name | New Name |
|---|---|
| AGF Aggressive Growth | AGF Aggressive U.S. Growth |
| AGF Aggressive Growth (US$) | AGF Aggressive U.S. Growth (US$) |
| AGF World Companies | AGF Global Equity |
| AGF World Companies (US$) | AGF Global Equity (US$) |
| AGF International Value Class | AGF Global Value Class |
| AGF International Value Class (US$) | AGF Global Value Class (US$) |
| AGF International Value | AGF Global Value |
| AGF International Value (US$) | AGF Global Value (US$) |
| AGF International Value – T | AGF Global Value – T |
| AGF International Value – V | AGF Global Value – V |
| AGF International Value D | AGF Global Value - D |
View the Fund Report for AGF Funds Inc.
Tuesday April 29, 2008: Great-West Fund Name Changes
Effective April 23, 2008, Great-West Life Assurance Co. has renamed the following funds:
| Previous Name | New Name |
|---|---|
| GWL Canadian Opportunity (M) DSC | GWL North Am. Opportunity (M) DSC |
| GWL Canadian Opportunity (M) NL | GWL North Am. Opportunity (M) NL |
| GWL Bond (L) DSC | GWL Bond (LC) DSC |
| GWL Bond (L) NL | GWL Bond (LC) NL |
| GWL U.S. Value (L) DSC | GWL U.S. Value (LC) DSC |
| GWL U.S. Value (L) NL | GWL U.S. Value (LC) NL |
View the Fund Report for Great-West Life Assurance Co.
Monday April 21, 2008: New BMO Fund
Effective April 16, 2008 BMO Nesbitt Burns Inc.-Linked Notes has launched the following fund:
- Sentry Select Precious Metals Gr Cl
View the Fund Report for BMO Nesbitt Burns Inc.-Linked Notes.
Monday April 21, 2008: New BMO Fund
Effective April 16, 2008 BMO Nesbitt Burns Inc.-Linked Notes has launched the following fund:
- BMO Callable Class Series 2
View the Fund Report for BMO Nesbitt Burns Inc.-Linked Notes.
Monday April 21, 2008: New BMO Funds
Effective April 16, 2008 BMO Nesbitt Burns Inc.-Linked Notes has launched the following new funds:
- BMO Saxon Can Equity Tot Return S4
- BMO Saxon Can Equity Tot Return S4F
- BMO Saxon Balanced Total Return S9
View the Fund Report for BMO Nesbitt Burns Inc.-Linked Notes.
Monday April 21, 2008: New First Trust Funds
Effective April 15, 2008 First Trust Portfolios has launched the following new funds:
- Veritas Canadian Select Portfolio F
- Veritas Canadian Select Portfolio
View the Fund Report for First Trust Portfolios.
Tuesday April 15, 2008: TD Funds Terminated
Effective April 11, 2008 TD Asset Management Inc. has terminated the following funds:
- TD U.S. Blue Chip Equ Curr Neutr-I
- TD U.S. Blue Chip Equ Curr Neutr-A
- TD US Mid-Cap Growth Curr Neutral-I
- TD US Mid-Cap Growth Curr Neutral-A
- TD US Small-Cap Equity Curr Neutr-I
- TD US Small-Cap Equity Curr Neutr-A
View the Fund Report for TD Asset Management Inc.
Tuesday April 15, 2008: New AIC Funds
Effective April 14, 2008 AIC Limited has launched the following new fund:
- AIC Global Real Estate Corp Class
Effective April 14, 2008 AIC Limited has launched the following new funds:
- AIC Global Real Estate Cp Cl(US$)
View the Fund Report for AIC Limited.
Tuesday April 15, 2008: New Copernican Funds
Effective April 14, 2008 Copernican Capital Corp has launched the following new funds:
- Brookfield Redding Gl Inf Corp(US$)
- Brookfield Redding Gl Inf Corp
View the Fund Report for Copernican Capital Corp.
Tuesday April 15, 2008: New AIC Funds
Effective April 14, 2008 AIC Limited has launched the following new funds:
- Copernican Intl Div Income - Cl T6
- Copernican Intl Div Income -Cl F-T6
- Copernican Intl Div Inc-Cl T6 ($US)
- Copernican Intl Div Inc-Cl FT6($US)
View the Fund Report for AIC Limited.
Tuesday April 15, 2008: IA Fund Name Changes
Effective March 31, 2008, Industrial Alliance Ins. and Fin Services has renamed the following funds:
| Previous Name | New Name |
|---|---|
| IA Ecflx Global Equ SC (Evergreen) | IA Ecflx Global Equ SC (Deutsche) |
| IA Ecxtra Global Sm Cap (Evergreen) | IA Ecxtra Global Sm Cap (Deutsche) |
| IAP Global Equ SC (Evergreen) | IAP Global Equ SC (Deutsche) |
| IAP Ecxtra Global Eq SC (Evergreen) | IAP Ecxtra Global Eq SC (Deutsche) |
View the Fund Report for Industrial Alliance Ins. and Fin Services.
Tuesday April 15, 2008: New Manulife Fund
Effective April 11, 2008, Manulife Mutual Funds has launched the Manulife Monthly High Income Series B Fund.
View the Fund Report for Manulife Mutual Funds.
Wednesday April 9, 2008: AGF Fund Manager Changes
Effective February 5, 2008, AGF Funds Inc. has made the following manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| AGF Canadian Growth Equity | Bob Farquharson, CFA, B.Comm | Bob Farquharson, CFA, B.Comm Coulter Wright, MBA |
Effective April 7, 2008, AGF Funds Inc. has made the following manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| AGF Canadian Small Cap | Bob Farquharson, CFA, B.Comm | Bob Farquharson, CFA, B.Comm James Sorbo, CA, CFA |
| AGF Canadian Small Cap | John Arnold | Niall Dineen, CFA |
| AGF Canadian Value – D | John Arnold | Niall Dineen, CFA |
| AGF Canadian Balanced Value | John Arnold | Niall Dineen, CFA |
| AGF Canadian Balanced Value – D | John Arnold | Niall Dineen, CFA |
| AGF Canadian Balanced Value – T | John Arnold | Niall Dineen, CFA |
| AGF Canadian Balanced Value – V | John Arnold | Niall Dineen, CFA |
View the Fund Report for AGF Funds Inc.
Wednesday April 9, 2008: SD Baker Fund Terminated
Effective March 31, 2008, SD Baker & Associates, Inc. has terminated the following fund:
- SD Baker N.A. Opportunities
Wednesday April 9, 2008: Folk Fund Terminated
Effective March 31, 2008, Folk World Markets has terminated the following fund:
- Folk Hedge Fund LP
View the Fund Report for Folk World Markets.
Tuesday April 1, 2008: New Blumont Funds
Effective January 2, 2008 Blumont Capital has launched the following new funds:
- IMFC Managed Futures Fund
- IMFC Managed Futures Fund Series F
View the Fund Report for Blumont Capital.
Tuesday April 1, 2008: New BMO Funds
Effective March 19, 2008 BMO Nesbitt Burns Inc. - Linked Notes has launched the following new funds:
- BMO Advantage YIELD Class Series 1
- BMO Dyn Retirement Edge C-Pay 3Y S5
- BMO Dyn Retiremt Edge C-Pay 1.5Y S5
- BMO Dyn Retmt Edg Inc Cur Pay F S3
- BMO Dyn Retmt Edg Cur Pay No Load 1
- BMO Dyn Retirement Edge Def.5-3Y S5
- BMO Dyn Retiremt Edge Def.5-1.5Y S5
- BMO Dyn Retirement Edge Def10-3Y S5
- BMO Dyn Retiremt Edge Def10-1.5Y S5
View the Fund Report for BMO Nesbitt Burns Inc.-Linked Notes.
Tuesday April 1, 2008: Mackenzie Fund Name Changes
Effective March 28, 2008, Mackenzie Financial Corporation. has renamed the following funds:
| Previous Name | New Name |
|---|---|
| Mackenzie Cundill Global Dividend | Mackenzie Cundill Global Div - T5 |
| Mackenzie Cundill Global Div-A(US$) | Mackenzie Cundill Glbl Div-T5 (US$) |
| Mackenzie Founders Income & Grth-A | Mackenzie Founders Income & Grth-T5 |
| Mackenzie Founders Inc & Gr-A (US$) | Mackenzie Founders Inc & Gr-T5(US$) |
| Mackenzie Univ Glo Infrastructure-A | Mackenzie Univ Gl Infrastructure-T5 |
| Mackenzie Univ Glo Infrast-A (US$) | Mackenzie Univ Glo Infrast-T5 (US$) |
| Mackenzie Univ U.S. Div Inc(Hedged) | Mackenzie Univ U.S. DivIn-T5(Hedge) |
| Mackenzie Univ U.S. Div Income | Mackenzie Univ U.S. Div Income - T5 |
| Mackenzie Univ U.S. Div Income(US$) | Mackenzie Univ U.S. Div In -T5(US$) |
| Mackenzie Sentinel Divers Income | Mackenzie Sentinel Divers Inc - T5 |
View the Fund Report for Mackenzie Financial Corporation.
Tuesday April 1, 2008: New Creststreet Fund
Effective March 26, 2008, Creststreet Asset Management Ltd. has launched the following fund:
- Creststreet Energy Hedge Fund LP
View the Fund Report for Creststreet Asset Management Ltd.
Tuesday April 1, 2008: New BMO Funds
Effective March 26, 2008 BMO Nesbitt Burns Inc.-Linked Notes has launched the following new funds:
- BMO YIELD Enhancer Class Series 1
- BMO Callable Class Series 1
View the Fund Report for BMO Nesbitt Burns Inc.-Linked Notes.
Wednesday March 26, 2008: New First Trust Funds
Effective March 24, 2008 First Trust has launched the following new funds:
- Raymond James Canadian Focus Picks
- Raymond James Canadian Focus Pick F
View the Fund Report for First Trust.
Wednesday March 26, 2008: HSBC Fund Terminated
Effective March 14, 2008 HSBC Investment Funds (Canada) Inc. has terminated the following fund:
- HSBC World Bond RSP-I
View the Fund Report for HSBC Investment Funds (Canada) Inc.
Wednesday March 26, 2008: New Fédération Funds
Effective March 20, 2008, Fédération des caisses Desjardins du Québec has launched the following new funds:
- Desjardins Capital Yield Bond Cl-A
- Desjardins Enhanced Alter Inv Cl-A
- Desjardins Enhanced Alter Inv Cl-T
View the Fund Report for Fédération des caisses Desjardins du Québec.
Monday March 17, 2008: TD Fund Manager Changes
Effective February 1, 2008, TD Asset Management Inc. has made the following manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| TD Latin American Growth | Ana Cristina Piedrahita and William Scott Piper | Ana Cristina Piedrahita, William Scott Piper and Gaite Ali |
| TD Latin American Growth (US$) | Ana Cristina Piedrahita and William Scott Piper | Ana Cristina Piedrahita, William Scott Piper and Gaite Ali |
| TD Latin American Growth-A | Ana Cristina Piedrahita and William Scott Piper | Ana Cristina Piedrahita, William Scott Piper and Gaite Ali |
View the Fund Report for TD Asset Management Inc.
Monday March 17, 2008: New IA Funds
Effective March 14, 2008, IA Clarington Investments Inc. has launched the following new funds:
- IA Clarington Dividend Growth-T10
- IA Clarington Dividend Growth-F10
View the Fund Report for IA Clarington Investments Inc.
Thursday March 13, 2008: New BMO Funds
Effective March 12, 2008, BMO Nesbitt Burns Inc.-Linked Notes has launched the following funds:
- BMO GGOF CORE Notes ROC Class S6
- BMO GGOF CORE Notes Yield Class S6
- BMO GGOF CORE Total Return S6
View the Fund Report for BMO Nesbitt Burns Inc.-Linked Notes.
Thursday March 13, 2008: New Horizons Funds
Effective March 12, 2008 Horizons BetaPro Funds has launched the following new funds:
- HBP DJ-AIG Agriculture Bear + ETF
- HBP DJ-AIG Agriculture Bull + ETF
View the Fund Report for Horizons BetaPro Funds.
Thursday March 13, 2008: Man Investment Fund Changes
Effective March 11, 2008, Man Investments Canada Corp has made the following funds “Closed to new Investors”:
- Man Bayswater Gl Invst (Cdn)-B(US$)
- Man Bayswater Gl Invst (Cdn)-G(US$)
- Man Bayswater Gl Invst (Cdn)-J(US$)
- Man Bayswater Glbl Invsts (Cdn) – A
- Man Bayswater Glbl Invsts (Cdn) – F
- Man Bayswater Glbl Invsts (Cdn) – I
- Man MGS Access (Canada) Notes I
View the Fund Report for Man Investments Canada Corp.
Thursday March 13, 2008: New Meritas Funds
Effective February 28, 2008, Meritas Mutual Funds has launched the following funds:
- Meritas Canadian Bond F
- Meritas International Equity F
- Meritas Jantzi Social Index F
- Meritas Monthly Dividend and Inc F
- Meritas U.S. Equity F
View the Fund Report for Meritas Mutual Funds.
Monday March 10, 2008: AIC Fund Manager Changes
Effective February 14, 2008, AIC Limited has made the following manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| AIC Global Balanced | Randy LeClair, Anne-Mette de Place Filippini | Christopher Lowe, BA, MBA, Greg Placidi, B.Comm. (Hon), MBA, CFA, James Dancy, John Spitman, Randy LeClair, Pat Naccarato, Van-Khanh Nguyen and Todd Schultz |
| AIC Global Balanced (US$) | Randy LeClair, Anne-Mette de Place Filippini | Christopher Lowe, BA, MBA, Greg Placidi, B.Comm. (Hon), MBA, CFA, James Dancy, John Spitman, Randy LeClair, Pat Naccarato, Van-Khanh Nguyen and Todd Schultz |
| AIC Global Diversified | Anne-Mette de Place Filippini | Christopher Lowe, BA, MBA, Greg Placidi, B.Comm. (Hon), MBA, CFA, James Dancy, John Spitman, Randy LeClair, Pat Naccarato, Van-Khanh Nguyen and Todd Schultz |
| AIC Global Diversified (US$) | Anne-Mette de Place Filippini | Christopher Lowe, BA, MBA, Greg Placidi, B.Comm. (Hon), MBA, CFA, James Dancy, John Spitman, Randy LeClair, Pat Naccarato, Van-Khanh Nguyen and Todd Schultz |
| AIC Global Diversified Corp Cl(US$) | Anne-Mette de Place Filippini | Christopher Lowe, BA, MBA, Greg Placidi, B.Comm. (Hon), MBA, CFA, James Dancy, John Spitman, Randy LeClair, Pat Naccarato, Van-Khanh Nguyen and Todd Schultz |
| AIC Global Diversified Corp Class | Anne-Mette de Place Filippini | Christopher Lowe, BA, MBA, Greg Placidi, B.Comm. (Hon), MBA, CFA, James Dancy, John Spitman, Randy LeClair, Pat Naccarato, Van-Khanh Nguyen and Todd Schultz |
| AIC Global Diversified Seg (100%) | Anne-Mette de Place Filippini | Christopher Lowe, BA, MBA, Greg Placidi, B.Comm. (Hon), MBA, CFA, James Dancy, John Spitman, Randy LeClair, Pat Naccarato, Van-Khanh Nguyen and Todd Schultz |
| AIC Global Diversified Seg (75%) | Anne-Mette de Place Filippini | Christopher Lowe, BA, MBA, Greg Placidi, B.Comm. (Hon), MBA, CFA, James Dancy, John Spitman, Randy LeClair, Pat Naccarato, Van-Khanh Nguyen and Todd Schultz |
| AIC World Equity | Anne-Mette de Place Filippini | Christopher Lowe, BA, MBA, Greg Placidi, B.Comm. (Hon), MBA, CFA, James Dancy, John Spitman, Randy LeClair, Pat Naccarato, Van-Khanh Nguyen and Todd Schultz |
| AIC World Equity (US$) | Anne-Mette de Place Filippini | Christopher Lowe, BA, MBA, Greg Placidi, B.Comm. (Hon), MBA, CFA, James Dancy, John Spitman, Randy LeClair, Pat Naccarato, Van-Khanh Nguyen and Todd Schultz |
| AIC World Equity Seg (100%) | Anne-Mette de Place Filippini | Christopher Lowe, BA, MBA, Greg Placidi, B.Comm. (Hon), MBA, CFA, James Dancy, John Spitman, Randy LeClair, Pat Naccarato, Van-Khanh Nguyen and Todd Schultz |
| AIC World Equity Seg (75%) | Anne-Mette de Place Filippini | Christopher Lowe, BA, MBA, Greg Placidi, B.Comm. (Hon), MBA, CFA, James Dancy, John Spitman, Randy LeClair, Pat Naccarato, Van-Khanh Nguyen and Todd Schultz |
| AIC World Equity Corporate Cl (US$) | Anne-Mette de Place Filippini and Geoff Castle, BA, MBA | Christopher Lowe, BA, MBA, Greg Placidi, B.Comm. (Hon), MBA, CFA, James Dancy, John Spitman, Randy LeClair, Pat Naccarato, Van-Khanh Nguyen and Todd Schultz |
| AIC World Equity Corporate Class | Anne-Mette de Place Filippini and Geoff Castle, BA, MBA | Christopher Lowe, BA, MBA, Greg Placidi, B.Comm. (Hon), MBA, CFA, James Dancy, John Spitman, Randy LeClair, Pat Naccarato, Van-Khanh Nguyen and Todd Schultz |
View the Fund Report for AIC Limited.
Monday March 10, 2008: New Franklin Templeton Funds
Effective March 03, 2008 Franklin Templeton Investments has launched the following new funds:
- Bissett US Focus CC-A
- Bissett US Focus CC-A (US$)
- Bissett US Focus CC-F
- Bissett US Focus CC-F (US$)
- Frk Global Real Estate CC-A
- Frk Global Real Estate CC-A (US$)
- Frk Global Real Estate CC-F
- Frk Global Real Estate CC-F (US$)
- Frk Tmp US Short Term Yield Class-A
- Frk Tmp US Short Term Yield Class-F
View the Fund Report for Franklin Templeton Investments.
Friday March 7, 2008: New BMO Funds
Effective March 05, 2008 BMO Nesbitt Burns Inc. -Linked Notes has launched the following new funds:
- BMO Saxon Balanced Total Return S8
- BMO Saxon Can Equity Tot Return S3
- BMO Saxon Can Equity Tot Return S3F
View the Fund Report for BMO Nesbitt Burns Inc. -Linked Notes.
Friday March 7, 2008: AIM Trimark Fund Manager Changes
Effective March 3, 2008, AIM Trimark Investments has made the following manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Trimark Select Growth | Richard Jenkins, MBA and Evelyn Huang, MBA | Bruce Harrop, CFA, MBA and Evelyn Huang, MBA |
| Trimark Select Growth (US$) | Richard Jenkins, MBA and Evelyn Huang, MBA | Bruce Harrop, CFA, MBA and Evelyn Huang, MBA |
| Trimark Select Growth Account (IA) | Richard Jenkins, MBA and Evelyn Huang, MBA | Bruce Harrop, CFA, MBA and Evelyn Huang, MBA |
| Trimark Select Growth Account (VC) | Richard Jenkins, MBA and Evelyn Huang, MBA | Bruce Harrop, CFA, MBA and Evelyn Huang, MBA |
| Trimark Select Growth Class | Richard Jenkins, MBA and Evelyn Huang, MBA | Bruce Harrop, CFA, MBA and Evelyn Huang, MBA |
| Trimark Select Growth Class (US$) | Richard Jenkins, MBA and Evelyn Huang, MBA | Bruce Harrop, CFA, MBA and Evelyn Huang, MBA |
| Trimark Select Growth-T4 | Richard Jenkins, MBA and Evelyn Huang, MBA | Bruce Harrop, CFA, MBA and Evelyn Huang, MBA |
| Trimark Select Growth-T6 | Richard Jenkins, MBA and Evelyn Huang, MBA | Bruce Harrop, CFA, MBA and Evelyn Huang, MBA |
| Trimark Select Growth-T8 | Richard Jenkins, MBA and Evelyn Huang, MBA | Bruce Harrop, CFA, MBA and Evelyn Huang, MBA |
| Trimark Select Gwth Seg (AIG) | Richard Jenkins, MBA and Evelyn Huang, MBA | Bruce Harrop, CFA, MBA and Evelyn Huang, MBA |
| Trimark Fund – SC | Bruce Harrop, CFA, MBA and Dana Love, MSc, CFA | Dana Love, MSc, CFA and Jeff Hyrich |
| Trimark Fund – A | Bruce Harrop, CFA, MBA and Dana Love, MSc, CFA | Dana Love, MSc, CFA and Jeff Hyrich |
| Trimark Fund - A (US$) | Bruce Harrop, CFA, MBA and Dana Love, MSc, CFA | Dana Love, MSc, CFA and Jeff Hyrich |
| Trimark Fund - T4 | Bruce Harrop, CFA, MBA and Dana Love, MSc, CFA | Dana Love, MSc, CFA and Jeff Hyrich |
| Trimark Fund - T6 | Bruce Harrop, CFA, MBA and Dana Love, MSc, CFA | Dana Love, MSc, CFA and Jeff Hyrich |
| Trimark Fund - T8 | Bruce Harrop, CFA, MBA and Dana Love, MSc, CFA | Dana Love, MSc, CFA and Jeff Hyrich |
View the Fund Report for AIM Trimark Investments.
Monday March 3, 2008: FrontierAlt Fund Name Changes
Effective February 29, 2008, FrontierAlt Group of Funds has renamed the following funds:
| Previous Name | New Name |
|---|---|
| FrontierAlt All Terrain Bond A | FrontierAlt Opportunistic Bond A |
| FrontierAlt All Terrain Bond F | FrontierAlt Opportunistic Bond F |
| FrontierAlt All Terrain Bond I | FrontierAlt Opportunistic Bond I |
View the Fund Report for FrontierAlt Group of Funds.
Thursday February 28, 2008: Excel Funds Terminated
Effective February 27, 2008, Excel Funds Management has terminated the following funds:
- Excel China Series O
- Excel Chindia Series O
- Excel Emerging Europe O
- Excel Income and Growth O
- Excel India Series O
- Excel Money Market O
View the Fund Report for Excel Funds Management.
Thursday February 28, 2008: Excel Fund Terminated
Effective February 04, 2008 Excel Funds Management has terminated the following fund:
- Excel Money Market (US$)
View the Fund Report for Excel Funds Management.
Friday February 22, 2008: New Dynamic Funds
Effective February 19, 2008, Dynamic Funds has launched the following funds:
- DynamicEdge Balanced Portfolio
- DynamicEdge Balanced Gwth Port
- DynamicEdge Growth Portfolio
- DynamicEdge Equity Portfolio
- DynamicEdge Balanced Class Pt
- DynamicEdge Balanced Growth Cl Port
- DynamicEdge Growth Class Port
- DynamicEdge Equity Class Port
- DynamicEdge Balanced Growth Cl Pt-F
- DynamicEdge Balanced Portfolio-F
- DynamicEdge Growth Portfolio-F
- DynamicEdge Equity Portfolio-F
- DynamicEdge Balanced Class Pt-F
- DynamicEdge Balanced Gwth Port-F
- DynamicEdge Growth Class Port-F
- DynamicEdge Equity Class Port-F
- DynamicEdge Balanced Class Pt-T
- DynamicEdge Balanced Growth Cl Pt-T
- DynamicEdge Balanced Gwth Port-T
- DynamicEdge Balanced Portfolio-T
- DynamicEdge Equity Class Port-T
- DynamicEdge Equity Portfolio-T
- DynamicEdge Growth Class Port-T
- DynamicEdge Growth Portfolio-T
- DynamicEdge Balanced Class Pt (US$)
- DynamicEdge Bal Growth Cl Pt (US$)
- DynamicEdge Balanced Gwth Port(US$)
- DynamicEdge Balanced Portfolio(US$)
- DynamicEdge Equity Class Port (US$)
- DynamicEdge Equity Portfolio (US$)
- DynamicEdge Growth Class Port (US$)
- DynamicEdge Growth Portfolio (US$)
- DynamicEdge Balanced ClassPt(US$)-F
- DynamicEdge Bal Growth Cl Pt(US$)-F
- DynamicEdge Balanced Gwth Pt(US$)-F
- DynamicEdge Balanced Port (US$)-F
- DynamicEdge Equity Class Pt (US$)-F
- DynamicEdge Equity Portfolio(US$)-F
- DynamicEdge Growth Class Pt (US$)-F
- DynamicEdge Growth Portfolio(US$)-F
View the Fund Report for Dynamic Funds.
Wednesday February 20, 2008: New Picton Funds
Effective February 15, 2008 Picton Mahoney Asset Mgmt has launched the following new funds:
- PM Glbl Market Neutral Eq Cl A(US$)
- PM Glbl Market Neutral Eq Cl F(US$)
- PM Global Long Short Eqty Cl A(US$)
- PM Global Long Short Eqty Cl F(US$)
View the Fund Report for Picton Mahoney Asset Mgmt.
Wednesday February 20, 2008: New CIBC Funds
Effective January 7, 2008, CIBC World Markets Inc. has launched the following new funds:
- CIBC Asia-Pacific Index Series 2
- CIBC Gov't Bond ROC Dep. Notes S1
View the Fund Report for CIBC World Markets Inc.
Tuesday February 12, 2008: New AIC Funds
Effective February 11, 2008, AIC Limited has launched the following funds:
- AIC Global Wealth Management
- AIC Global Wealth Management (US$)
- AIC Global Wealth Management - T5
- AIC Global Wealth Management - T8
- AIC Global Real Estate
- AIC Global Real Estate (US$)
- AIC Global Banks
- AIC Global Banks (US$)
- AIC Global Banks - Class T5
- AIC Global Banks - Class T8
- AIC Global Insurance
- AIC Global Insurance (US$)
- AIC Global Insurance - T5
- AIC Global Insurance - T8
View the Fund Report for AIC Limited.
Tuesday February 12, 2008: Brickburn Fund Name Change
Effective January 23, 2008 Brickburn Funds Inc. has announced the following name change:
| Previous Name | New Name |
|---|---|
| Dominion Equity Resource Fund Inc. | Dominion Equity Resource Growth Cls |
View the Fund Report for Brickburn Funds Inc.
Monday February 11, 2008: Northwest Fund Change
Effective February 7, 2008, Northwest Mutual Funds has announced the Northwest Specialty High Yield Bond fund is re-opened for new investments.
View the Fund Report for Northwest Mutual Funds.
Monday February 11, 2008: New Fonds de Professionnels Fund
Effective February 1, 2008, Fonds des Professionnels Inc. has launched the following new fund:
- Quebec Professionals Dividend
View the Fund Report for Fonds des Professionnels Inc.
Monday February 11, 2008: TD Fund Manager Changes
Effective January 01, 2008, TD Asset Management Inc. has made the following manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| TD U.S. Money Market (US$) | Adam Wagstaffe and Olga Bylaard, CFA | Adam Wagstaffe and Elaine Lindhorst |
| TD U.S. Money Market (US$) – P | Adam Wagstaffe and Olga Bylaard, CFA | Adam Wagstaffe and Elaine Lindhorst |
| TD Canadian Money Market | Adam Wagstaffe and Olga Bylaard, CFA | Adam Wagstaffe and Elaine Lindhorst |
| TD Canadian T-Bill | Adam Wagstaffe and Olga Bylaard, CFA | Adam Wagstaffe and Elaine Lindhorst |
| TD Premium Money Market | Adam Wagstaffe and Olga Bylaard, CFA | Adam Wagstaffe and Elaine Lindhorst |
View the Fund Report for TD Asset Management Inc.
Monday February 11, 2008: Van Berkom Fund Name Change
Effective January 01, 2008 Van Berkom & Associates has renamed the following fund:
| Previous Name | New Name |
|---|---|
| VBA Canadian Partners | Van Berkom Canadian Growth |
View the Fund Report for FrontierAlt Group of Funds.
Monday February 11, 2008: FrontierAlt Fund Changes
Effective January 31, 2008 FrontierAlt Group of Funds has merged the following funds:
| Terminated Fund | Merged Into |
|---|---|
| FrontierAlt All Terrain Canada-A | FrontierAlt All Terrain World-A |
| FrontierAlt All Terrain Canada-F | FrontierAlt All Terrain World-F |
| FrontierAlt All Terrain Canada-I | FrontierAlt All Terrain World-I |
Effective January 31, 2008 FrontierAlt Group of Funds has renamed the following funds:
| Previous Name | New Name |
|---|---|
| FrontierAlt All Terrain World-A | FrontierAlt Opportunistic Global-A |
| FrontierAlt All Terrain World-F | FrontierAlt Opportunistic Global-F |
| FrontierAlt All Terrain World-I | FrontierAlt Opportunistic Global-I |
View the Fund Report for FrontierAlt Group of Funds.
Monday February 11, 2008: TD Fund Manager Change
Effective February 01, 2008, TD Asset Management Inc. has made the following manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| TD Balanced Growth | Mary Hallward, BA, MBA | Alan Daxner, B.Sc, MBA, CFA and Miranda Hubbs, B.Sc, CBV, MBA, CFA |
View the Fund Report for TD Asset Management Inc.
Monday February 11, 2008: New Dynamic Funds
Effective February 04, 2008 Dynamic Mutual Funds has launched the following new funds:
- Dynamic Advantage Bond Class
- Dynamic Advantage Bond Class-F
- Dynamic Global Dividend Val-T (US$)
View the Fund Report for Dynamic Mutual Funds.
Monday February 4, 2008: New Scotia Funds
Effective February 4, 2008, Scotia Securities Inc. has launched the following new funds:
- Scotia Global Climate Change
- Scotia Money Market-Adv
- Scotia Canadian Income–Adv
- Scotia Diversified Monthly Inc-Adv
- Scotia Canadian Tactical Ast Al-Adv
- Scotia Canadian Dividend-Adv
- Scotia Canadian Growth-Adv
- Scotia International Value-Adv
- Scotia Global Growth-Adv
- Scotia Global Opportunities-Adv
- Scotia Global Climate Change-Adv
- Scotia Sel Inc&Modest Gth Port-Adv
- Scotia Sel Bal Inc & Gwth Port-Adv
- Scotia Global Climate Change-F
- Scotia Sel Moderate Gwth Port-Adv
- Scotia Sel Agg Gwth Portfolio-Adv
View the Fund Report for Scotia Securities Inc.
Monday February 4, 2008: New JovInvestment Funds
Effective January 14, 2008, JovInvestment Management Inc. as launched the following funds:
- Jov Prosperity Canadian Equity A
- Jov Prosperity Canadian Equity F
- Jov Prosperity Canadian Equity I
- Jov Prosperity Canadian Fixed Inc A
- Jov Prosperity Canadian Fixed Inc F
- Jov Prosperity Canadian Fixed Inc I
- Jov Prosperity International Equ A
- Jov Prosperity International Equ F
- Jov Prosperity International Equ I
- Jov Prosperity US Equity A
- Jov Prosperity US Equity F
- Jov Prosperity US Equity I
View the Fund Report for JovInvestment Management Inc.
Monday February 4, 2008: AGF Manager Changes
Effective February 1, 2008, AGF Funds Inc. has made the following manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| AGF Aggressive Global Stock | Lynette Schroeder, Dan Wasiolek, Dan Rea and Meighan Harahan | Lynette Schroeder, Dan Wasiolek and Dan Rea |
| AGF Aggressive Global Stock (US$) | Lynette Schroeder, Dan Wasiolek, Dan Rea and Meighan Harahan | Lynette Schroeder, Dan Wasiolek and Dan Rea |
| AGF Aggressive Growth | Richard Driehaus, Jeffery James, Dan Wasiolek and Meighan Harahan | Richard Driehaus, Jeffery James and Dan Wasiolek |
| AGF Aggressive Growth (US$) | Richard Driehaus, Jeffery James, Dan Wasiolek and Meighan Harahan | Richard Driehaus, Jeffery James and Dan Wasiolek |
View the Fund Report for AGF Funds Inc.
Monday February 4, 2008: New Sprott Funds
Effective Febuary 1, 2008 Sprott Asset Management Inc. has launched the following new funds:
- Sprott Global Market Neutral-A
- Sprott Global Market Neutral-F
View the Fund Report for Sprott Asset Management Inc.
Monday February 4, 2008: Canada Life Funds Terminated
Effective Feb 1, 2008, Canada Life has terminated the following funds:
- Canada Life Adv Alloc Gens I
- Canada Life Agg Alloc Gens I
- Canada Life Amer Growth (A) Gens I
- Canada Life Balanced (BT) Gens I
- Canada Life Balanced (AT) Gens I
- Canada Life Balanced Alloc Gens I
- Canada Life Cdn Ast All (F) Gens I
- Canada Life Cdn Equity (A) Gens I
- Canada Life Cdn Equity (BT) Gens I
- Canada Life Cdn Equity (LK) Gens I
- Canada Life Cdn Equity (L) Gens I
- Canada Life Cdn Equity (HT) Gens I
- Canada Life Cdn Equity (AT) Gens I
- Canada Life Cdn Eq Grow (M) Gens I
- Canada Life Cdn Eq Val (LK) Gens I
- Canada Life Cdn Gr & In (A) Gens I
- Canada Life Cdn Grow (AT) Gens I
- Canada Life Cdn Res (M) Gens I
- Canada Life Conserv Alloc Gens I
- Canada Life Dividend (L) Gens I
- Canada Life Enhanc Div (LK) Gens I
- Canada Life European Eq (S) Gens I
- Canada Life Far East Eq (M) Gens I
- Canada Life Fixed Inc (BT) Gens I
- Canada Life Fixed Inc (LK) Gens I
- Canada Life Global Eq (S) Gens I
- Canada Life Global Eq (AT) Gens I
- Canada Life Global Fut (M) Gens I
- Canada Life Real Est (GRA) Gens I
- Canada Life Gov Bond (G) Gens I
- Canada Life Harb Cdn (CI) Gens I
- Canada Life Harb G & I (CI) Gens I
- Canada Life Inc Focus Gens I
- Canada Life Inc Growth Gens I
- Canada Life Inc Growth Plus Gens I
- Canada Life Income Opp (L) Gens I
- Canada Life Ind Bal (TD) Gens I
- Canada Life Ind Cd Bd (TD) Gens I
- Canada Life Ind Cd Eq (TD) Gens I
- Canada Life Ind Int Eq (TD) Gens I
- Canada Life Ind US Eq (TD) Gens I
- Canada Life Intl Bnd (LK) Gens I
- Canada Life Intl Eq (T) Gens I
- Canada Life Global Eq (F) Gens I
- Canada Life Managed (LK) Gens I
- Canada Life Mid Cap Can (G) Gens I
- Canada Life Moderate Alloc Gens I
- Canada Life Money Mkt (LK) Gens I
- CL Fidelity NorthStar® Gens I
- Canada Life Sm Cap Eq (BT) Gens I
- CL Fidelity True North® Gens I
- CL Fidelity Am Disc Equity® Gens I
- Canada Life US Gro Ldrs (M) Gens I
- Canada Life US Value (L) Gens I
- Canada Life Intl Equity (CI) Gens I
- Canada Life NL Mon Mkt (LK) Gens I
View the Fund Report for Canada Life.
Monday February 4, 2008: New Claymore Fund
Effective January 31, 2008, Claymore Investments, Inc. has launched the following new fund:
- Claymore 1-5 Year Laddered Bond ETF
View the Fund Report for Claymore Investments, Inc.
Monday February 4, 2008: Horizons Fund Name Change
Effective January 31, 2008, Horizons Mondiale fund has been renamed to Horizons Global Contrarian.
View the Fund Report for Horizons Funds.
Monday February 4, 2008: TD Fund Manager Changes
Effective January 28, 2008, TD Asset Management Inc. has made the following manager change:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| TD Real Return Bond | Geoff Wilson, CFA and Satish Rai, BMath, CFA | Geoff Wilson, CFA and David McCulla, CFA |
View the Fund Report for TD Asset Management Inc.
Monday February 4, 2008: Desjardins Fund Changes
Effective January 18, 2008, Fédération des caisses Desjardins du Québec has made the following Manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Desjardins Global All Cap Equity | Fédération des caisses Desjardins du Québec | Aberdeen Asset Management Inc. |
| Desjardins Global Small Cap Equity | Fidelity Investments Canada ULC | Lazard Asset Management and GlobeFlex Capital, L.P. |
Effective January 18, 2008, Fédération des caisses Desjardins du Québec has made the following Manager changes:
| Previous Name | New Name |
|---|---|
| Desjardins Global Small Cap America | Desjardins Global Small Cap Equity |
View the Fund Report for Fiducie Desjardins.
Monday February 4, 2008: AGF Fund Manager Changes
Effective January 28, 2008, AGF Funds Inc. have made the following manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| AGF Canadian Growth Equity | Bob Farquharson, CFA, B.Comm and Charles Oliver, CFA | Bob Farquharson, CFA, B.Comm |
| AGF Canadian Resources | Bob Farquharson, CFA, B.Comm, Charles Oliver, CFA and Jamie Horvat | Bob Farquharson, CFA, B.Comm |
| AGF Global Resources Class | Bob Farquharson, CFA, B.Comm, Charles Oliver, CFA and Jamie Horvat | Bob Farquharson, CFA, B.Comm |
| AGF Precious Metal | Bob Farquharson, CFA, B.Comm, Charles Oliver, CFA and Jamie Horvat | Bob Farquharson, CFA, B.Comm |
| AGF Cdn Small Cap | Charles Oliver, CFA and Jamie Horvat | Bob Farquharson, CFA, B.Comm |
View the Fund Report for AGF Funds Inc.
Friday January 25, 2008: Desjardins Fund Changes
Effective January 18, 2008, Fiducie Desjardins has announced the following:
New Funds:
- Desjardins All Cap Equity T
- Desjardins Canadian Equity Value –I
- Desjardins Global Equity Value I
Effective January 18, 2008, Fiducie Desjardins has announced the following:
Name Changes:
| Previous Name | New Name |
|---|---|
| Desjardins Select Global Equity | Desjardins All Cap Equity |
View the Fund Report for Fiducie Desjardins.
Friday January 25, 2008: New Horizons Funds
Effective January 16, 2008, Horizons BetaPro Funds as launched the following funds:
- HBP NYMEX Crude Oil Bear + ETF
- HBP NYMEX Crude Oil Bull + ETF
- HBP NYMEX Natural Gas Bear+ETF
- HBP NYMEX Natural Gas Bull+ETF
View the Fund Report for Horizons BetaPro Funds.
Friday January 25, 2008: Blumont Fund Merger
Effective January 16, 2008, Blumont Capital has merged the following funds:
| Terminated Fund | Merged Into |
|---|---|
| BluMont Augen Resource Strat Cl B | BluMont Augen Resource Strat Fd Inc |
View the Fund Report for Blumont Capital.
Friday January 25, 2008: Fiducie Desjardins Fund Changes
Effective January 18, 2008, Fiducie Desjardins has renamed the following funds:
| Previous Name | New Name |
|---|---|
| Desjardins Fidelity Small Cap Amer | Desjardins Global Small Cap America |
| Desjardins All Cap Equity | Desjardins Global All Cap Equity |
| Desjardins All Cap Equity T | Desjardins Global All Cap Equity T |
Effective January 18, 2008, Fiducie Desjardins has merged the following funds:
| Terminated Fund | Merged Into |
|---|---|
| Desjardins CI Canadian Investment | Desjardins Canadian Equity Value |
| Desjardins Fidelity Can Growth Co. | Desjardins Canadian Small Cap Equ |
| Desjardins Select Can Balanced | Desjardins Canadian Balanced |
| Desjardins Select American Equity | Desjardins American Equity Value |
| Desjardins Global Science & Tech | Desjardins Global Equity Value |
| Desjardins Fidelity Global | Desjardins Global All Cap Equity |
View the Fund Report for Fiducie Desjardins.
Friday January 25, 2008: New Webb Funds
Effective January 22, 2008, Webb Asset Management as launched the following funds:
- Webb Enhanced Growth
- Webb Enhanced Growth-F
- Webb Enhanced Income
- Webb Enhanced Income-F
View the Fund Report for Webb Asset Management.
Friday January 25, 2008: New Horizons Funds
Effective January 22, 2008, Horizons BetaPro Funds as launched the following funds:
- HBP COMEX Gold Bullion Bear + ETF
- HBP COMEX Gold Bullion Bull + ETF
- HBP S&P/TSX Global Mining Bear+ ETF
- HBP S&P/TSX Global Mining Bull+ ETF
View the Fund Report for Horizons BetaPro Funds.
Thursday January 17, 2008: Magna Funds Terminated
Effective January 16, 2008, Magna Mutual Funds Inc. has terminated the following funds:
- Magna Fund
- Magna Income
- Magna Value
Thursday January 17, 2008: New Claymore Funds
Effective January 15, 2008 Claymore Investments Inc. has launched the following fund:
- Claymore Global Mthly Yield Hog ETF
View the Fund Report for Claymore Investments Inc.
Thursday January 17, 2008: New RBC Fund
Effective January 14, 2008 RBC Asset Management Inc. has launched the following fund:
- RBC O'Shaughnessy U.S. Growth II
View the Fund Report for RBC Asset Management Inc.
Thursday January 17, 2008: AIM Trimark Fund Manager Changes
Effective January 16, 2008, AIM Trimark Investments have made the following manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| AIM Trimark Core Global Equity Cl | Dana Love, MSc, CFA, Barrett Sides MIB, Matthew Dennis CFA, MSc, Kirk Anderson and Tye Bousada, CFA | Dana Love, MSc, CFA, Barrett Sides MIB, Matthew Dennis CFA, MSc and Kirk Anderson |
| Trimark Fund – SC | Dana Love, MSc, CFA and Tye Bousada, CFA | Dana Love, MSc, CFA – Lead Manager and Bruce Harrop, CFA, MBA |
View the Fund Report for AIM Trimark Investments.
Thursday January 17, 2008: New BMO Funds
Effective January 16, 2008, BMO Nesbitt Burns Inc. - Linked Notes has launched the following new funds:
- BMO R.A.T.E.S. Bull Class S3A
- BMO R.A.T.E.S. Bear Class S3A
View the Fund Report for BMO Nesbitt Burns Inc. - Linked Notes.
Thursday January 17, 2008: Northwest Fund Manager Changes
Effective January 15, 2008, Northwest Mutual Funds have made the following manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Northwest Specialty Equity | Wayne Deans, BComm, MBA and Peter Harrison, MBA, CFA, BComm | Peter Harrison, MBA, CFA, BComm |
| Northwest Specialty Equity Corp Cl | Wayne Deans, BComm, MBA and Peter Harrison, MBA, CFA, BComm | Peter Harrison, MBA, CFA, BComm |
| Northwest Specialty High Yield Bond | Douglas Knight, BA, CFA and Josh Rank, CFA | Josh Rank, CFA |
View the Fund Report for Northwest Mutual Funds.
Tuesday January 15, 2008: New IG Funds
Effective January 14, 2008, Investors Group has launched the following new funds:
- Alto MI Global Growth Port A
- Alto MI Global Growth Port B
- Alto MI Global Growth Port C
- Alto MI Global Growth Port T DSC
- Alto MI Global Growth Port T NL
- Alto MI Global Growth Port TC DSC
- Inv Global Real Estate Fund A
- Inv Global Real Estate Fund B
- Inv Global Real Estate Fund C DSC
View the Fund Report for Investors Group.
Tuesday January 15, 2008: New AGF Funds
Effective January 14, 2008, AGF Funds Inc. has launched the following new funds:
- AGF Canadian All Cap Equity
- AGF Global High Income
- AGF Global High Income (US$)
- AGF Global High Income-T
- AGF Global Balanced High Income
- AGF Global Balanced High Inc (US$)
- AGF Global Balanced High Income T
View the Fund Report for AGF Funds Inc.
Tuesday January 15, 2008: New Mackenzie Funds
Effective January 14, 2008, Mackenzie Financial Corporation has launched the following new funds:
- Mackenzie Cundill American Cl-T6
- Mackenzie Cundill American Cl-T8
- Mackenzie Cundill Cdn Sec Cl-T6
- Mackenzie Cundill Cdn Sec Cl-T8
- Mackenzie Cundill Intl Cl-T6
- Mackenzie Cundill Intl Cl-T8
- Mackenzie Cundill Value Cl-T6
- Mackenzie Cundill Value Cl-T8
- Mackenzie Focus America Cl-T6
- Mackenzie Focus America Cl-T8
- Mackenzie Focus Canada Cl-T6
- Mackenzie Focus Canada Cl-T8
- Mackenzie Focus Cl-T6
- Mackenzie Focus Cl-T8
- Mackenzie Focus International Cl-T6
- Mackenzie Focus International Cl-T8
- Mackenzie Ivy Canadian Cl-T6
- Mackenzie Ivy Canadian Cl-T8
- Mackenzie Ivy Enterprise Cl-T6
- Mackenzie Ivy Enterprise Cl-T8
- Mackenzie Ivy European Cl-T6
- Mackenzie Ivy European Cl-T8
- Mackenzie Ivy For Eqty (Hdgd) Cl-T6
- Mackenzie Ivy For Eqty (Hdgd) Cl-T8
- Mackenzie Ivy Foreign Eq(Unhg)Cl-T6
- Mackenzie Ivy Foreign Eq(Unhg)Cl-T8
- Mackenzie Maxxum Cdn Eq Gwth Cl-T6
- Mackenzie Maxxum Cdn Eq Gwth Cl-T8
- Mackenzie Maxxum Cdn Value Cl-T6
- Mackenzie Maxxum Cdn Value Cl-T8
- Mackenzie Maxxum Dividend Cl-T6
- Mackenzie Maxxum Dividend Cl-T8
- Mackenzie Maxxum Glo Explorer Cl-T6
- Mackenzie Maxxum Glo Explorer Cl-T8
- Mackenzie Univ Amer Gwt (Hgd) Cl-T6
- Mackenzie Univ Amer Gwt (Hgd) Cl-T8
- Mackenzie Univ Am Gwt (Unhgd) Cl-T6
- Mackenzie Univ Am Gwt (Unhgd) Cl-T8
- Mackenzie Univ Cdn Gwt (Hgd) Cl-T6
- Mackenzie Univ Cdn Gwt (Hgd) Cl-T8
- Mackenzie Univ Cdn Gwt(Unhgd) Cl-T6
- Mackenzie Univ Cdn Gwt(Unhgd) Cl-T8
- Mackenzie Univ Euro Opport Cl-T6
- Mackenzie Univ Euro Opport Cl-T8
- Mackenzie Univ Global Growth Cl-T6
- Mackenzie Univ Global Growth Cl-T8
- Mackenzie Univ Intl Stock Cl-T6
- Mackenzie Univ Intl Stock Cl-T8
- Mackenzie Univ NA Growth Cl-T6
- Mackenzie Univ NA Growth Cl-T8
- Mackenzie Univ Sustainable Op Cl-T6
- Mackenzie Univ Sustainable Op Cl-T8
- Mackenzie Univ US Blue Chip Cl-T6
- Mackenzie Univ US Blue Chip Cl-T8
- Mackenzie Univ US Gwt Ldrs(Hg)Cl-T6
- Mackenzie Univ US Gwt Ldrs(Hg)Cl-T8
- Mackenzie Univ US Gwt Ldr(Uhg)Cl-T6
- Mackenzie Univ US Gwt Ldr(Uhg)Cl-T8
- Mackenzie Univ World Real Est Cl-T6
- Mackenzie Univ World Real Est Cl-T8
- Mackenzie Destination+ 2015-A
- Mackenzie Destination+ 2020-A
- Mackenzie Destination+ 2025-A
View the Fund Report for Mackenzie Financial Corporation.
Tuesday January 15, 2008: Ark Fund Name Changes
Effective January 2, 2008, Ark Fund Management Ltd. has renamed the following Closed-End funds:
| Previous Name | New Name |
|---|---|
| SciVest Glo Long Short Equ-F (US$) | Ark Glo Long Short Equity F (US$) |
| SciVest Glo Long Short Equity(US$) | Ark Global Long Short Equity (US$) |
| SciVest Global Long Short Equ-F | Ark Global Long Short Equity F |
View the Fund Report for Ark Fund Management Ltd.
Tuesday January 15, 2008: New CIBC Funds
Effective November 11, 2007, CIBC World Markets Inc. has launched the following new funds:
- Glbl Asset-Linked PEaRL S24 (US$)
- CIBC Int'l Index Notes Series 1
- CIBC Int'l Index Enhncd Nts S1(US$)
- CIBC Int'l Index Enhncd Nts CAD S1
- CIBC Callable Global Equity S7
- CIBC U.S. MultNat Eqty Nts S1 (US$)
View the Fund Report for CIBC World Markets Inc.
Thursday January 10, 2008: New BMO Funds
Effective January 9, 2008, BMO Nesbitt Burns Inc. - Linked Notes has launched the following new funds:
- BMO GGOF CORE Yield Cl S5
- BMO GGOF CORE ROC Cl S5
- BMO GGOF CORE Total Rtn. S5
View the Fund Report for BMO Nesbitt Burns Inc. - Linked Notes.
Thursday January 10, 2008: National Bank Fund Name Changes
Effective January 9, 2008, National Bank Financial has renamed the following Closed-End funds:
| Previous Name | New Name |
|---|---|
| Opensky Capital Global Digit | Global Diversif Inv Grade Inc Tr I |
| Opensky Capital Global Digit II | Global Diversif Inv Grade Inc Tr II |
Thursday January 10, 2008: Franklin Templeton Manager Changes
Effective November 30, 2007, Franklin Templeton Investments have made the following manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Bissett Microcap-A | Christopher Fernyc | Ralph Lindenblatt, CFA |
| Bissett Microcap-F | Christopher Fernyc | Ralph Lindenblatt, CFA |
| Bissett Small Cap CC-A | Christopher Fernyc | Ralph Lindenblatt, CFA |
| Bissett Small Cap CC-F | Christopher Fernyc | Ralph Lindenblatt, CFA |
| Bissett Small Cap-A | Christopher Fernyc | Ralph Lindenblatt, CFA |
| Bissett Small Cap-F | Christopher Fernyc | Ralph Lindenblatt, CFA |
View the Fund Report for Franklin Templeton Investments.
Monday January 7, 2008: New Fidelity Funds
Effective January 7, 2008, Fidelity Investments Canada ULC has launched the following new funds:
- Fidelity Inc Replacement 2029 Pt-A
- Fidelity Inc Replacement 2029 Pt-B
- Fidelity Inc Replacement 2031 Pt-A
- Fidelity Inc Replacement 2031 Pt-B
- Fidelity Inc Replacement 2033 Pt-A
- Fidelity Inc Replacement 2033 Pt-B
- Fidelity Inc Replacement 2035 Pt-A
- Fidelity Inc Replacement 2035 Pt-B
- Fidelity Inc Replacement 2037 Pt-A
- Fidelity Inc Replacement 2037 Pt-B
- Fidelity Inc Replacement 2017 Pt-A
- Fidelity Inc Replacement 2017 Pt-B
- Fidelity Inc Replacement 2019 Pt-A
- Fidelity Inc Replacement 2019 Pt-B
- Fidelity Inc Replacement 2021 Pt-A
- Fidelity Inc Replacement 2021 Pt-B
- Fidelity Inc Replacement 2023 Pt-A
- Fidelity Inc Replacement 2023 Pt-B
- Fidelity Inc Replacement 2025 Pt-A
- Fidelity Inc Replacement 2025 Pt-B
- Fidelity Inc Replacement 2027 Pt-A
- Fidelity Inc Replacement 2027 Pt-B
- Fidelity Greater Canada-A
- Fidelity Greater Canada-A (US$)
- Fidelity Greater Canada-B
- Fidelity Greater Canada-B (US$)
- Fidelity Greater Canada-T5
- Fidelity Greater Canada-T8
- Fidelity Greater Canada-S5
- Fidelity Greater Canada-S8
- Fidelity Greater Canada Cl-A
- Fidelity Greater Canada Cl-B
- Fidelity Greater Canada Cl-T5
- Fidelity Greater Canada Cl-T8
- Fidelity Greater Canada Cl-S5
- Fidelity Greater Canada Cl-S8
- Fidelity Cdn Disciplined Equ Cl-T5
- Fidelity Cdn Disciplined Equ Cl-T8
- Fidelity Cdn Disciplined Equ Cl-S5
- Fidelity Cdn Disciplined Equ Cl-S8
- Fidelity True North Cl-T5
- Fidelity True North Cl-T8
- Fidelity True North Cl-S5
- Fidelity True North Cl-S8
- Fidelity Growth America Cl-T5
- Fidelity Growth America Cl-T8
- Fidelity Growth America Cl-S5
- Fidelity Growth America Cl-S8
- Fidelity Global Cl-T5
- Fidelity Global Cl-T8
- Fidelity Global Cl-S5
- Fidelity Global Cl-S8
- Fidelity NorthStar Cl-T5
- Fidelity NorthStar Cl-T8
- Fidelity NorthStar Cl-S5
- Fidelity NorthStar Cl-S8
- Fidelity Canadian Asset Alloc Cl-T5
- Fidelity Canadian Asset Alloc Cl-T8
- Fidelity Canadian Asset Alloc Cl-S5
- Fidelity Canadian Asset Alloc Cl-S8
- Fidelity Dividend Cl-T5
- Fidelity Dividend Cl-T8
- Fidelity Dividend Cl-S5
- Fidelity Dividend Cl-S8
- Fidelity Amer Disciplined Equ Cl-T5
- Fidelity Amer Disciplined Equ Cl-T8
- Fidelity Amer Disciplined Equ Cl-S5
- Fidelity Amer Disciplined Equ Cl-S8
- Fidelity International Dis Eq Cl-T5
- Fidelity International Dis Eq Cl-T8
- Fidelity International Dis Eq Cl-S5
- Fidelity International Dis Eq Cl-S8
- Fidelity Global Real Estate Cl-T5
- Fidelity Global Real Estate Cl-T8
- Fidelity Global Real Estate Cl-S5
- Fidelity Global Real Estate Cl-S8
- Fidelity Canadian Balanced Cl-T5
- Fidelity Canadian Balanced Cl-T8
- Fidelity Canadian Balanced Cl-S5
- Fidelity Canadian Balanced Cl-S8
- Fidelity Income Portfolio Cl-T5
- Fidelity Income Portfolio Cl-T8
- Fidelity Income Portfolio Cl-S5
- Fidelity Income Portfolio Cl-S8
- Fidelity Balanced Port Cl-T5
- Fidelity Balanced Port Cl-T8
- Fidelity Balanced Port Cl-S5
- Fidelity Balanced Port Cl-S8
- Fidelity Growth Portfolio Cl-T5
- Fidelity Growth Portfolio Cl-T8
- Fidelity Growth Portfolio Cl-S5
- Fidelity Growth Portfolio Cl-S8
- Fidelity Global Income Port Cl-T5
- Fidelity Global Income Port Cl-T8
- Fidelity Global Income Port Cl-S5
- Fidelity Global Income Port Cl-S8
- Fidelity Global Balanced Port Cl-T5
- Fidelity Global Balanced Port Cl-T8
- Fidelity Global Balanced Port Cl-S5
- Fidelity Global Balanced Port Cl-S8
- Fidelity Global Growth Port Cl-T5
- Fidelity Global Growth Port Cl-T8
- Fidelity Global Growth Port Cl-S5
- Fidelity Global Growth Port Cl-S8
- Fidelity Global Dividend Cl-T5
- Fidelity Global Dividend Cl-T8
- Fidelity Global Dividend Cl-S5
- Fidelity Global Dividend Cl-S8
View the Fund Report for Fidelity Investments Canada ULC.
Monday January 7, 2008: Brookshire Fund Terminated
Effective December 27, 2007, Brookshire Raw Materials Group Inc has terminated the following funds:
- Brookshire Raw Materials Canada
Monday January 7, 2008: New Brigata Funds
Effective January 04, 2007 Brigata Capital Management Inc. has launched the following funds:
- Brigata Canadian Balanced – A
- Brigata Canadian Balanced – F
- Brigata Canadian Equity – A
- Brigata Canadian Equity – F
View the Fund Report for Brigata Capital Management Inc.
Monday January 7, 2008: First Asset Fund Changes
Effective December 14, 2007 First Asset Funds Inc has renamed the following fund:
| Previous Name | New Name |
|---|---|
| First Asset Yield Opportunity Trust | First Asset Yld Opportunity Tr – A |
Effective December 14, 2007 First Asset Funds Inc has launched the following fund:
- First Asset Yld Opportunity Tr - B
Effective December 14, 2007 First Asset Funds Inc has merged the following funds:
| Terminated Fund | Merged Into |
|---|---|
| Preferred Sec Ltd Duration (US$) | First Asset Yld Opportunity Tr – A |
| Preferred Securites Ltd Duration | First Asset Yld Opportunity Tr – A |
| Preferred Securities Income | First Asset Yld Opportunity Tr – A |
View the Fund Report for First Asset Funds Inc.
Monday January 7, 2008: New JovInvestment Fund
Effective December 14, 2007, JovInvestment Management Inc. has launched the following fund:
- JOV Winslow Global Green Growth
View the Fund Report for JovInvestment Management Inc.
Monday January 7, 2008: Blumont Fund Manager Changes
Effective August 29, 2007, Blumont Capital has made the following manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Augen Resource Strategy Fund Inc | Caldwell Investment Mgmt Ltd. | Veronika Hirsch, BComm, FLMI |
| Augen Resource Strategy Class B | Caldwell Investment Mgmt Ltd. | Veronika Hirsch, BComm, FLMI |
Effective August 29, 2007, Blumont Capital has renamed the following funds:
| Previous Name | New Name |
|---|---|
| Augen Resource Strategy Fund Inc | Blumont Augen Resource Strat Fd Inc |
| Augen Resource Strategy Class B | Blumont Augen Resource Strat Cl B |
View the Fund Report for Blumont Capital.
Monday January 7, 2008: JovInvestment Fund Name Changes
Effective January 02, 2008 JovInvestment Management Inc has announced the following name changes:
| Previous Name | New Name |
|---|---|
| Accumulus BetaPro Short-Term Inc-A | JOV BetaPro Short-Term Inc - A |
| Accumulus BetaPro Short-Term Inc-I | JOV BetaPro Short-Term Inc - I |
| Accumulus Diversified Monthly - A | JOV Diversified Monthly - A |
| Accumulus Diversified Monthly - F | JOV Diversified Monthly - F |
| Accumulus Leon Frazer Balanced - A | JOV Leon Frazer Balanced - A |
| Accumulus Leon Frazer Balanced - F | JOV Leon Frazer Balanced - F |
| Accumulus Leon Frazer NA Div Inc-A | JOV Leon Frazer Div Inc - I |
| Accumulus Leon Frazer NA Div Inc-F | JOV Leon Frazer Div Inc - A |
| Accumulus Leon Frazer NA Div Inc-I | JOV Leon Frazer Div Inc - F |
| Accumulus North American Momentum-A | JOV North American Momentum - A |
| Accumulus North American Momentum-F | JOV North American Momentum - F |
| Accumulus Talisman - A | JOV Talisman - A |
| Accumulus Talisman - F | JOV Talisman - F |
| Accumulus Talisman - I | JOV Talisman - I |
View the Fund Report for JovInvestment Management Inc.
Monday January 7, 2008: GGOF Fund Name Changes
Effective January 02, 2008 GGOF Guardian Group of Funds has announced the following name changes:
| Previous Name | New Name |
|---|---|
| SciVest Global Long Short Equity | Ark Canadian Long/Short Equity |
| GGOF Income Solution – T | GGOF Income Solution - T8 |
| GGOF Conservative Solution – T | GGOF Conservative Solution - T8 |
| GGOF Balanced Solution – T | GGOF Balanced Solution - T8 |
| GGOF Growth Solution – T | GGOF Growth Solution - T8 |
| GGOF Aggressive Growth Solution – T | GGOF Aggressive Growth Solution -T8 |
| GGOF Cdn Balanced Mutual-T | GGOF Cdn Balanced Mutual-T5 |
| GGOF Canadian Lrg Cap Equ T | GGOF Canadian Lrg Cap Equ T5 |
| GGOF Dividend Growth-T | GGOF Dividend Growth-T5 |
| GGOF European Equity Mutual-T | GGOF European Equity Mutual-T5 |
| GGOF European Equity Fund M (US$)-T | GGOF European Equity Fund M(US$)-T5 |
| GGOF Global Absolute Return-T | GGOF Global Absolute Return-T5 |
| GGOF Global Absolute Return (US$)-T | GGOF Global Absolute Return (US$)T5 |
| GGOF Global Dividend Growth – T | GGOF Global Dividend Growth - T5 |
| GGOF Global Dividend Growth-T (US$) | GGOF Global Dividend Gro-T5 (US$) |
| GGOF Global Equity Fund Mutual-T | GGOF Global Equity Fund Mutual-T5 |
| GGOF Global Equity Mutual (US$)-T | GGOF Global Equity Mutual (US$)-T5 |
| GGOF Global Real Estate-T | GGOF Global Real Estate-T5 |
| GGOF Global Real Estate-T (US$) | GGOF Global Real Estate-T5 (US$) |
| GGOF Global Diversified-T | GGOF Global Diversified-T5 |
| GGOF Global Diversified-T (US$) | GGOF Global Diversified-T5 (US$) |
View the Fund Report for GGOF Guardian Group of Funds.
Monday January 7, 2008: HSBC Fund Terminated
Effective December 31, 2007, HSBC Bank Canada has terminated the following fund:
- HSBC Structured Alternative Invst
View the Fund Report for HSBC Bank Canada.
Monday December 24, 2007: Ark Fund Major Policy Change
Effective November 9, 2007 Ark Fund Management Ltd. has announced that the Ark Canadian Long/Short Equity fund has undergone a major policy change. All history and performance data will now be calculated as of this date.
View the Fund Report for Ark Fund Management Ltd.
Monday December 24, 2007: Advisor Fund Manager Changes
Effective December 14, 2007 Advisor Asset Management Group Inc. has made the following manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Onefund Diversified Plus | Clayton Smith and Scott Whale | Hardev Bains |
| Peer Diversified Mortgage | Clayton Smith | Hardev Bains |
| Oakstreet Income | Clayton Smith | Hardev Bains |
View the Fund Report for Advisor Asset Management Group Inc.
Monday December 24, 2007: AIM Trimark Fund Manager Changes
Effective December 19, 2007 AIM Trimark Investments has announced the following manager changes:
Judith Adams will no longer be co-manger on Trimark Europlus Fund.
Richard Jenkins will no longer be co-manager on the following funds:
- Trimark Global Balanced Fund
- Trimark Global Balanced Class
- Trimark World Balanced Private Pool
- Trimark World Bal Priv Pl-Curr Ntrl
View the Fund Report for AIM Trimark Investments.
Friday December 21, 2007: Ark Fund Name Change
Effective December 19, 2007 Ark Fund Management Ltd. has renamed the following fund:
| Previous Name | New Name |
|---|---|
| SciVest Global Long Short Equity | Ark Canadian Long/Short Equity |
View the Fund Report for Ark Fund Management Ltd.
Friday December 21, 2007: New BMO Funds
Effective December 19, 2007 BMO Nesbitt Burns Inc.-Linked Notes has launched the following new funds:
- BMO Dyn Retirement Edge C-Pay 3Y S4
- BMO Dyn Retiremt Edge C-Pay 1.5Y S4
- BMO Dyn Retirement Edge Def.5-3Y S4
- BMO Dyn Retiremt Edge Def.5-1.5Y S4
- BMO Dyn Retirement Edge Def10-3Y S4
- BMO Dyn Retiremt Edge Def10-1.5Y S4
- BMO Dyn Retmt Edge Inc Cur Pay F S2
- BMO MSP ArMADA High Water Mark S8
- BMO PARtNrs GGOF Div Gro Tot Ret S1
View the Fund Report for BMO Nesbitt Burns Inc.-Linked Notes.
Wednesday December 19, 2007: Inhance Fund Terminated
Effective December 12, 2007 Inhance Investment Management has terminated the following fund:
- Inhance Balanced – M
View the Fund Report for Inhance Investment Management.
Wednesday December 19, 2007: Marquest Fund Name Changes
Effective November 01, 2007 Marquest Investment Counsel Inc. has renamed the following funds:
| Previous Name | New Name |
|---|---|
| Marquest Canadian Equity Growth | Marquest Equity Growth |
| Marquest Canadian Equity | Marquest Equity |
| Marquest Canadian Large Cap | Marquest Equity Large Cap |
| Marquest Dividend Income | Marquest Dividend Growth |
View the Fund Report for Marquest Investment Counsel Inc.
Wednesday December 19, 2007: First Trust Funds Terminated
Effective December 14, 2007 First Trust Portfolios has terminated the following funds:
- First Trust Pharmaceutical 2001
- First Trust Pharmaceut. 2001 (US$)
View the Fund Report for First Trust Portfolios.
Wednesday December 19, 2007: New Lawrence Funds
Effective December 10, 2007, Lawrence & Company Inc. has launched the following new funds:
- Lawrence India-A
- Lawrence India-F
View the Fund Report for Lawrence & Company Inc.
Wednesday December 19, 2007: New BMO Fund
Effective December 14, 2007, BMO Nesbitt Burns Inc. - Linked Notes has launched the following new fund:
- BMO Sun CI Protection Plus Class S4
View the Fund Report for BMO Nesbitt Burns Inc. - Linked Notes.
Wednesday December 19, 2007: New Criterion Funds
Effective December 12, 2007, Criterion Investments Limited has launched the following new funds:
- Criterion US Buyback CH-H
- Criterion US Buyback CH-F
- Criterion US Buyback-U
- Criterion US Buyback-P
View the Fund Report for Criterion Investments Limited.
Friday December 14, 2007: Standard Life Fund Name Changes
Effective December 12, 2007 Standard Life Assurance Company of Canada has renamed the following fund:
| Previous Name | New Name |
|---|---|
| StrdLife Ideal Canadian Equ Foc NLR | StrdLife Ideal RST Canadian Equ Foc |
| StandLife Ideal Dividend Income NLR | StandLife Ideal RST Dividend Income |
| StandardLife Ideal European Equ NLR | StandardLife Ideal RST European Equ |
| StrdLife Ideal Glo Equity Focus NLR | StrdLife Ideal RST Glo Equity Focus |
| StandLife Ideal Glo Monthly Inc NLR | StandLife Ideal RST Glo Monthly Inc |
| StandardLife Ideal U.S. Mid Cap NLR | StandardLife Ideal RST U.S. Mid Cap |
| StandLife Ideal U.S. Div Growth NLR | StandLife Ideal RST U.S. Div Growth |
| StardLife Ideal US Equity Focus NLR | StardLife Ideal RST US Equity Focus |
View the Fund Report for Standard Life Assurance Company of Canada.
Friday December 14, 2007: New BMO Funds
Effective December 12, 2007, BMO Nesbitt Burns Inc. - Linked Notes has launched the following new funds:
- BMO Saxon Balanced Total Return S7
- BMO Saxon Cdn Equity Tot Return S2
View the Fund Report for BMO Nesbitt Burns Inc. - Linked Notes.
Wednesday December 12, 2007: New Excel Funds
Effective December 5, 2007, Excel Funds Management has launched the following funds:
- Excel China Fund Series O
- Excel China Fund U$
- Excel Chindia Fund Series O
- Excel Chindia Fund U$
- Excel Emerging Europe Fund
- Excel Emerging Europe Fund Series F
- Excel Emerging Europe Fund Series O
- Excel Emerging Europe Fund U$
- Excel Income and Growth Fund Series O
- Excel Income and Growth Fund U$
- Excel India Fund Series O
- Excel Money Market Fund
- Excel Money Market Fund Series F
- Excel Money Market Fund Series O
- Excel Money Market Fund U$
View the Fund Report for Excel Funds Management.
Tuesday December 11, 2007: New Creststreet Fund
Effective November 23, 2007 Creststreet Asset Management has launched the following fund:
- Creststreet Alternative Energy
View the Fund Report for Creststreet Asset Management.
Tuesday December 11, 2007: Desjardin Fund Name Change
Effective December 07, 2007 Desjardin Financial Security (Pooled) has renamed the following fund:
| Previous Name | New Name |
|---|---|
| Desjardins Fn Pl New Star EAFE | Desjardins FnPl BaillieGifford InEq |
View the Fund Report for Desjardin Financial Security (Pooled).
Tuesday December 11, 2007: AIC Funds Terminated
Effective December 7, 2007, AIC Limited has terminated the following funds:
- AIC CDN Inc Ch - CDN Div Shares
- AIC CDN Inc Ch - Cap Gains Shares
- AIC CDN Inc Ch - Cap Growth Shares
View the Fund Report for AIC Limited.
Tuesday December 11, 2007: New First Trust Funds
Effective December 04 2007 First Trust Portfolios has launched the following funds:
- FT RBC Dominion Sec US Foc List Pt
- FT RBC Dominion Sec US Foc Pt (US$)
View the Fund Report for First Trust Portfolios.
Tuesday December 4, 2007: New IA Funds
Effective December 3, 2007, Industrial Alliance Ins. and Fin Service has launched the following funds:
- IA Ecxtra Bonds
- IA Ecxtra Bonds - series 2
- IA Ecxtra Canadian Equity (Bissett)
- IA Ecxtra Canadian Equity (Dynamic)
- IA Ecxtra Canadian Equity Growth
- IA Ecxtra Canadian Equity Index
- IA Ecxtra Canadian Equity Value
- IA Ecxtra Cdn Equity (Leon Fr.)
- IA Ecxtra Diversified
- IA Ecxtra Diversified Income
- IA Ecxtra Diversified Opportunity
- IA Ecxtra Diversified Security
- IA Ecxtra Dividend Growth
- IA Ecxtra Dividend Income
- IA Ecxtra Fidelity Cdn Asset All
- IA Ecxtra Fidelity Cdn Growth Co
- IA Ecxtra Fidelity European Equity
- IA Ecxtra Fidelity NorthStar
- IA Ecxtra Fidelity True North
- IA Ecxtra Focus Aggressive
- IA Ecxtra Focus Balanced
- IA Ecxtra Focus Growth
- IA Ecxtra Focus Moderate
- IA Ecxtra Focus Prudent
- IA Ecxtra Global Div (Oppenheimer)
- IA Ecxtra Global Dividend (Dynamic)
- IA Ecxtra Global Equity (Opp)
- IA Ecxtra Global Equity (Templeton)
- IA Ecxtra Global Sm Cap (Evergreen)
- IA Ecxtra International Equ Index
- IA Ecxtra Intl Equ (McLeanBudden)
- IA Ecxtra Intl Equity (Templeton)
- IA Ecxtra Money Market
- IA Ecxtra Select Canadian
- IA Ecxtra Short Term Bonds
- IA Ecxtra U.S. Equ (McLeanBudden)
- IA Ecxtra U.S. Equity (Legg Mason)
- IA Ecxtra U.S. Equity Index
View the Fund Report for Industrial Alliance Ins. and Fin Service.
Tuesday December 4, 2007: New IAP Funds
Effective December 3, 2007, Industrial Alliance Pacific Life Insurance has launched the following funds:
- IAP Ecxtra Bonds
- IAP Ecxtra Bonds - series 2
- IAP Ecxtra Canadian Equ (Bissett)
- IAP Ecxtra Canadian Equity Growth
- IAP Ecxtra Canadian Equity Index
- IAP Ecxtra Canadian Equity Value
- IAP Ecxtra Canadian Equity(Dynamic)
- IAP Ecxtra Cdn Equity (Leon Fr.)
- IAP Ecxtra Diversified
- IAP Ecxtra Diversified Income
- IAP Ecxtra Diversified Opportunity
- IAP Ecxtra Diversified Security
- IAP Ecxtra Dividend Growth
- IAP Ecxtra Dividend Income
- IAP Ecxtra Fidelity Cdn Asset Alloc
- IAP Ecxtra Fidelity Cdn Growth Co
- IAP Ecxtra Fidelity European Equity
- IAP Ecxtra Fidelity NorthStar
- IAP Ecxtra Fidelity True North
- IAP Ecxtra Focus Aggressive
- IAP Ecxtra Focus Balanced
- IAP Ecxtra Focus Growth
- IAP Ecxtra Focus Moderate
- IAP Ecxtra Focus Prudent
- IAP Ecxtra Global Div (Oppenheimer)
- IAP Ecxtra Global Dividend(Dynamic)
- IAP Ecxtra Global Eq SC (Evergreen)
- IAP Ecxtra Global Equ (Oppenheimer)
- IAP Ecxtra Global Equ (Templeton)
- IAP Ecxtra International Equ Index
- IAP Ecxtra Intl Equ (McLean Budden)
- IAP Ecxtra Intl Equity (Templeton)
- IAP Ecxtra Money Market
- IAP Ecxtra Select Canadian
- IAP Ecxtra Short Term Bonds
- IAP Ecxtra U.S. Equ (McLean Budden)
- IAP Ecxtra U.S. Equity (Legg Mason)
- IAP Ecxtra U.S. Equity Index
View the Fund Report for Industrial Alliance Pacific Life Insurance.
Tuesday December 4, 2007: New Canada Life Funds
Effective December 03, 2007 Canada Life Assurance Co. has launched the following new funds:
- Canada Life Advanced Allo Gens Core
- Canada Life Agg Alloc Gens Core
- Canada Life Am Gro (AGF) Gens Core
- Canada Life Balanced (BT) Gens Core
- Canada Life Balanced (AT) Gens Core
- Canada Life Balanced Alloc GensCore
- Canada Life Cdn Ast All (F)GensCore
- Canada Life Cdn Equity (A) GensCore
- Canada Life Cdn Equity (BT)GensCore
- Canada Life Cdn Equity (LK)GensCore
- Canada Life Cdn Equity (L) GensCore
- Canada Life Cdn Equity (HT)GensCore
- Canada Life Cdn Equity (AT)GensCore
- Canada Life Cdn Eq Grow (M) Gens C
- Canada Life Cdn Eq Val (LK) Gens C
- Canada Life Cdn Grow (AT) Gens Core
- Canada Life Cdn Gr & In (A)GensCore
- Canada Life Cdn Res (M) Gens Core
- Canada Life Conserv Alloc Gens Core
- Canada Life Dividend (LC) Gens Core
- Canada Life Enhanc Div (LK) Gens C
- Canada Life European Eq (S) Gens C
- Canada Life Far East Eq (M) Gens C
- Canada Life Fixed Inc (LK) GensCore
- Canada Life Global Eq (S) Gens Core
- Canada Life Global Eq (AT) GensCore
- Canada Life Global Fut (M) GensCore
- Canada Life Real Est (GRA) GensCore
- Canada Life Gov Bond (G) Gens Core
- Canada Life Harb Cdn (CI) Gens Core
- Canada Life Harb G & I (CI) Gens C
- Canada Life Inc Focus Gens Core
- Canada Life Income Growth Gens Core
- Canada Life Inc Growth Pl Gens Core
- Canada Life Income Opp(LC)GensCore
- Canada Life Ind Cd Bd (TD) GensCore
- Canada Life Intl Bnd (LK) Gens Core
- Canada Life Intl Eq (T) Gens Core
- Canada Life Global Eq (F) Gens Core
- Canada Life Managed (LK) Gens Core
- Canada Life Mid Cap Can (G)GensCore
- Canada Life Moderate Alloc GensCore
- Canada Life Money Mkt (LK) GensCore
- Canada Life NL Mon Mkt (LK)GensCore
- CL Fidelity NorthStar® Gens Core
- Canada Life Sm Cap Eq (BT) GensCore
- CL Fidelity True North® Gens Core
- CL Fidelity Am Disc Equity®GensCore
- Canada Life US Gro Ldrs (M)GensCore
- Canada Life Intl Equ (CI) Gens Core
View the Fund Report for Canada Life Assurance Co.
Monday December 3, 2007: Sprott Fund Changes
Effective November 30, 2007 Sprott Asset Management Inc. has announced the following changes:
Name Changes
| Previous Name | New Name |
|---|---|
| Sprott Opportunities Hedge Fund L.P | Sprott Opportunities Hedge L.P. A |
New Funds
- Sprott Opportunities Hedge L.P. F
- Sprott Opportunities Hedge L.P. I
View the Fund Report for Sprott Asset Management Inc.
Monday December 3, 2007: Sarbit Fund Manager Changes
Effective November 21, 2007, Sarbit Asset Management has made the following manager changes:
| Fund Name | Previous Manager | New Manager |
|---|---|---|
| Sarbit Canadian Bond Trust | Nestor Theodorou | Tom Ball |
| Sarbit Canadian Bond Trust (US$) | Nestor Theodorou | Tom Ball |
| Sarbit Global Balanced Trust | Nestor Theodorou | Tom Ball |
| Sarbit Global Balanced Trust (US$) | Nestor Theodorou | Tom Ball |
| Sarbit Money Market Trust | Nestor Theodorou | Tom Ball |
| Sarbit Money Market Trust (US$) | Nestor Theodorou | Tom Ball |
| Sarbit Real Return Bond Trust | Nestor Theodorou | Tom Ball |
| Sarbit Real Return Bond Trust (US$) | Nestor Theodorou | Tom Ball |
View the Fund Report for Sarbit Asset Management.
Monday December 3, 2007: IA Funds Changes
Effective November 30, 2007 Industrial Alliance Insurance and Fin'l Services has renamed the following funds:
| Previous Name | New Name |
|---|---|
| IA Group Income | IA Group Short Term Bonds |
| IA Ecflx Income | IA Ecflx Short Term Bonds |
View the Fund Report for Industrial Alliance Insurance and Fin'l Services.
Monday December 3, 2007: IAP Funds Changes
Effective November 30, 2007 Industrial Alliance Pacific Life Insurance has renamed the following fund:
| Previous Name | New Name |
|---|---|
| IAP Income | IAP Short Term Bonds |
View the Fund Report for Industrial Alliance Insurance and Fin'l Services.
Monday December 3, 2007: IA Funds Terminated
Effective November 30, 2007, Industrial Alliance Insurance and Fin'l Services has launched the following new funds:
- IA US Dividend (TCW)
- IA Canadian Equity Growth
- IA Bonds (PH&N)
- IA Balanced (PH&N)
- IA Canadian Equity (PH&N)
- IA Canadian Equity Small Cap (QV)
View the Fund Report for Industrial Alliance Insurance and Fin'l Services.
Monday December 3, 2007: Friedberg Fund Terminated
Effective November 26, 2007 Friedberg Commodity Management Inc. has terminated the following fund:
- FCMI Precious Metals Fund Inc.
View the Fund Report for Friedberg Commodity Management Inc.
Thursday November 29, 2007: New Inhance Funds
Effective November 21, 2007 Inhance Investment Management has launched the following new funds:
- Inhance Bond – A
- Inhance Bond – F
- Inhance Bond – O
View the Fund Report for Inhance Investment Management.
Thursday November 29, 2007: Canada Life Funds Terminated
Effective November 23, 2007 Canada Life Assurance Co. has terminated the following funds:
- Canada Life Fixed Inc (BT) Gens
- Canada Life Fixed Inc (BT) Gens I
- Canada Life Gens Growth (Ethical)
- Canada Life Gens Income (Ethical)
- Canada Life Gens Balanced (Ethical)
- Canada Life Gens N.A. Eq (Ethical)
View the Fund Report for Canada Life Assurance Co.
Tuesday November 27, 2007: Canada Life Fund Name Changes
Effective November 26, 2007 Canada Life Assurance Co. has renamed the following funds:
| Previous Name | New Name |
|---|---|
| Canada Life Cdn Equity (T) Gens | Canada Life Cdn Equity (HT) Gens |
| Canada Life Cdn Equity (T) Gens I | Canada Life Cdn Equity (HT) Gens I |
| Canada Life World Eq (AIC) Gens | Canada Life Intl Equity (CI) Gens |
| Canada Life World Eq (AIC) Gens I | Canada Life Intl Equity (CI) Gens I |
View the Fund Report for Canada Life Assurance Co.
Tuesday November 27, 2007: AGF Fund Name Changes
Effective November 23, 2007 AGF Funds Inc. has renamed the following funds:
| Previous Name | New Name |
|---|---|
| AGF Canadian Real Value | AGF Canadian Value |
| AGF Canadian Real Value D | AGF Canadian Value – D |
| AGF Cdn Real Value Balanced | AGF Cdn Balanced Value |
| AGF Cdn Real Value Balanced D | AGF Cdn Balanced Value – D |
| AGF Cdn Real Value Balanced-T | AGF Cdn Balanced Value – T |
| AGF Cdn Real Value Balanced – V | AGF Cdn Balanced Value – V |
View the Fund Report for AGF Funds Inc.
Tuesday November 27, 2007: New Copernican Fund
Effective November 16, 2007 Copernican Capital Corp has launched the following new fund:
- Copernican European Premium Divided
View the Fund Report for Copernican Capital Corp.
Thursday November 22, 2007: New Dynamic Funds
Effective November 19, 2007 Dynamic Mutual Funds Ltd. has launched the following new funds:
- Dundee Index-Linked 3 Year GIC – A
- Dundee Index-Linked 3 Year GIC – F
View the Fund Report for Dynamic Mutual Funds Ltd.
Wednesday November 21, 2007: Halcyon Fund Terminated
Effective November 07, 2007 Halcyon Group of Funds has terminated the following fund:
- Halcyon Canadian Demographic
View the Fund Report for Halcyon Group of Funds.
Wednesday November 21, 2007: AGF Fund Terminated
Effective November 09, 2007 AGF Funds Inc. has terminated the following fund:
- AGF Managed Futures
View the Fund Report for AGF Funds Inc.