Brompton Funds today announced the completion of the merger of several funds.BG Advantaged S&P/TSX Income Trust Index Fund, BG Advantaged Equal Weighted Income Fund, Brompton Top 50 Compound Growth Fund, and BG Advantaged Corporate Bond Fund were merged into Brompton Advantaged Tracker Fund — the continuing fund — which has been renamed Brompton Advantaged VIP […]
Mavrix Income Fund changes name to Mavrix Balanced Monthly Pay Fund
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