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Fund Changes - 2008

Report on Mutual Funds | Current | 2007 | 2006 | 2004-5 | 2003 | 2002 | 2001

New funds, name changes, and manager changes

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.