Excel Blue Chip Equity Fund will be terminated once the merger with Excel Emerging Markets Balanced Fund is completed
New subadvisor for Counsel Short Term Bond
Six funds to merge into other funds with similar mandates
The proposed mergers would streamline the lineup and retain certain tax efficiencies for the funds
Unitholders to vote on proposed merger of Quadrus Trimark Balanced Fund into Mackenzie Strategic Income Fund
Sun Life MFS Canadian Equity Fund, Sun Life MFS Canadian Equity Value Fund re-open to new investors
Unitholders to vote on proposed merger of Excel Blue Chip Equity Fund into Excel EM Blue Chip Balanced Fund
The firm plans to simplify its mutual fund offering by merging multiple funds and updating investment objectives and strategies
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.
The firm has announced a change in portfolio managers as well as the merger of some of its funds