Home Fund mergers
Weak but mostly positive performance for Canadian funds in August: Morningstar

The firm plans to simplify its mutual fund offering by merging multiple funds and updating investment objectives and strategies

  • By: Leah Golob
  • September 1, 2017 December 14, 2017
  • 13:15

Toronto-based CI Investments Inc. (CI) on Wednesday announced plans to merge six funds in order to reduce duplication and help simply its fund roster.

  • By: Leah Golob
  • August 23, 2017 December 14, 2017
  • 15:50

The firm has announced a change in portfolio managers as well as the merger of some of its funds

Invesco Emerging Markets Debt Fund will merge with Invesco Global Bond Fund

Closed-end fund merged into Middlefield U.S. Dividend Growers Class

  • By: IE Staff
  • July 6, 2017 July 6, 2017
  • 09:25

The changes include tweaking the investment objectives and strategies, modifying corporate classes and reducing fees

The terminating funds affected by the cancelled merger will now have their fees reduced to stay consistent with Dynamic’s overall pricing strategy

Invesco Emerging Markets Debt Fund to merge into Invesco Global Bond Fund

  • May 25, 2017 May 25, 2017
  • 14:35

Three funds will be merged into Manulife Growth Portfolio sometime around June 2

NEI Northwest Tactical Yield Fund will absorb NEI Northwest Macro Canadian Asset Allocation Fund and NEI Northwest Macro Canadian Asset Allocation Corporate Class.