Unitholder meetings scheduled for September
Unitholders to vote on mergers, name changes
UBS Global Asset Management (Canada) Co., themanager of both UBS Global Allocation Trust (GAT) and UBS Total Return Trust (UTR) today announced that the merger of the funds is anticipated to be effective prior to the open of the markets on June 10.Units of UTR will be de-listed at the close of business on June […]
AIC Ltd. today announced the completion of two previously announced fund mergers.
Mergers, name changes and terminations
Middlefield Group today announced the successful completion of the previously announced merger of Indexplus Income Fund, Middlefield Equal Sector Income Fund and HTR Total Return Fund, with Indexplus being the continuing fund.As of today, the combined total assets of the continuing fund are approximately $265 million.The merger was effected on a tax-deferred rollover basis at […]
Adjusted investment objectives and fund mergers announced
UBS Global Allocation Trust and UBS Total Return Trust
BMO Investments Inc. announced that, at shareholders meetings held earlier today, it received approval to proceed with the merger of the BMO U.S. Equity Class Fund into the BMO Global Dividend Class Fund.“As a result of this merger, shareholders of BMO U.S. Equity Class will now have the potential to achieve greater geographic and portfolio […]
Pratt named mew lead manager for Mavrix Income Fund