| Links to
Canadian mutual fund company websites. @rgentum
Mutual Funds
Hillsdale Investment Management and CASE
Management use computer driven quantitative
analysis in managing the @rgentum portfolios. Français
ABC
Funds
I.A. Michael Investment Counsel's three ABC Funds
cater to high net worth investors. $150,000
minimum investment required.
Acker
Finley QSA Funds
Acker Finley uses Quantitative Security
Analysis™ to manage their two mutual funds
- Canadian Equity and e-business.
Acuity
Funds
Acuity Funds Limited manages the Acuity, Acuity
Pooled and Clean Environment Funds. All are
excellent performers using a value oriented
investment style.
AGF
Group of Funds
Complete information on the AGF and 20/20 mutual
fund families, including daily NAVPS, can be
found here. Français
AIC
Group of Funds
The managers of AIC are keen Buffett-o-philes.
Their premier Advantage Funds are heavily
invested in the financial industry. Français
AIM
Mutual Funds
Since merging with GT Global, there are over
fifty funds available in this fund family. Français
Altamira
The Altamira site features a Newsline and a
Bulletin Board as well as the usual fund
information and daily NAVPS. Français
Atlas
Funds
The Atlas group features over 25 funds. The site
gives quite detailed information on each
including asset mix and top ten holdings.
Beutel
Goodman Managed Funds
B-G Funds are among the best managed in Canada.
Bissett
& Associates Mutual Funds
Low MERs and solid performance characterize this
excellent family of mutual funds.
BMO
Mutual Funds
The Bank of Montreal's line of mutual funds are
featured here. Français
Caldwell
Mutual Funds
Caldwell Securities manages the five Caldwell
funds.
Canada
Trust Mutual Funds
Canada Trust has over 25 no-load mutual funds in
its fund family. Its International Growth funds
are RRSP eligible.
CIBC
Mutual Funds
The Bank of Commerce manages over 30 different
no-load mutual funds. Français
C.I.
Mutual Funds
C.I. manages the C.I., C.I. Sector, C.I.
Segregated, Hansberger, Harbour and BPI groups of
funds. Français
Clarica
Mutual Funds
Until recently the Clarica Mutaul Funds were
variously the Mutual Group of Funds and the
Metlife MVP Group of Funds. Français
Clarington
Mutual Funds
Clarington contracts the best money managers from
around the world to manage their line of funds.
Cundill
Mutual Funds & Limited Partnerships
Peter Cundill is one of the world's premier value
investors. His Value Fund has returned 17.1%
compounded since inception in 1974 (to June 30,
2000). Now owned by Mackenzie Financial.
Dynamic
Mutual Funds
Dynamic Funds have served Canadians for over
forty years. Managed by Goodman & Company. Français
Elliott
& Page Mutual Funds
A rather sparse page gives an overview of the
E&P funds but little else. Français
Ethical
Funds
Formed by and offered for sale by Canada's Credit
Unions, the Ethical Funds have succeded in
producing excellent performance with socially
conscientious investing.
Fidelity
Investments
The Canadian branch of the global Fidelity group
(the world's largest fund company) manages 24
funds. Français
First
Capital Management
First Capital manages one mutual fund - the FC
Income and Growth Fund. Website under
construction as of 10/19/00
First
Trust Portfolios
First Trust sells what are called defined
portfolios - a fixed portfolio of stocks, bonds
and other securities, focused on a particular
sector or strategy.
Friedberg
Mercantile Group
Some might call Albert Friedberg Canada's answer
to George Soros. His funds are contrarian and
focused on currency speculation and special
situations.
GBC
Asset Management
GBC Asset Management strives to produce superior
returns for clients, not to increase assets under
management. Requires a minimum investment of
$100,000.
Guardian
Mutual Funds
Guardian manages the Alexandria as well as the
Guardian fund families. Français
Hirsch
Funds
Controversial mutual fund manager Veronika Hirsch
started her own fund company and now has four
mutual funds and two pooled funds under
management.
ING
Funds
ING Direct, the Canadian branch of the Dutch
financial conglomerate, now offers several mutual
funds for sale. Only available in Ontario and
B.C.
Investors
Group
In operation since 1926, Investors Group is one
of Canada's largest money management and mutual
fund companies. Français
Iris
Funds
The Iris group of funds are a product of
Laurentian Bank and include some excellent
performers. Français
Jones
Heward Group of Funds
This group of six funds has a history going back
to 1939.
Leith
Wheeler Investment Funds
This Vancouver company manages over $2.5 billion
in assets and uses a bottom up value oriented
approach.
Lion
Funds
Toronto based Lion offers two knowledge industry
funds and a resource fund.
Mackenzie
Financial
Mackenzie manages the Ivy, Industrial, Universal
and Cundill Mutual Fund families as well as the
Star Portfolio series. Français
Mawer
Funds
This Calgary based fund company requires a
$25,000 minimum investment.
McLean
Budden
McLean Budden funds are highly regarded by most
analysts. They use a value oriented approach to
management.
MD
Management Funds
This wholly owned subsidiary of the Canadian
Medical Association offers no load mutual funds
to physicians. Must be a CMA member to buy.
Merrill
Lynch Mutual Funds
Merrill Lynch Canada offers anumber of mutual
funds including their Internet Strategies Fund.
Middlefield
Group
Middlefield Group manages a variety of specialty
funds including limited partnerships and income
trusts as well as mutual funds.
Montrusco
Bolton
With over $9 billion in assets under their
management, Montrusco is among the 15 largest
investment companies in Canada. Français
Navigator
Fund Company
The Navigator Funds stress global
diversification. Its website is sparse.
O'Donnell
Group of Funds
The O'Donnell site gives some info on the funds
and management but does not provide daily NAVPS
or performance history.
Opus
2 Direct
Opus 2 Direct sells seven portfolios designed by
William M. Mercer ranging from Conservative to
Aggressive.
Opus 2 Ambassador
Portfolios
Opus 2's website for its Ambassador Portfolios and Canada Plus
funds.
Orbit
Mutual Funds
This Quebec based company manages three mutual
funds. Français
Philips,
Hager & North
The PH&N funds consistently rank among the
top performers in Canada.
Retrocom
Growth Fund
Retrocom is a tax-advantaged Labour Sponsored
Investment Fund sold in Ontario & Nova Scotia
with plans to expand to New Brunswick and
Saskatchewan.
Royal
Mutual Funds
The Royal Bank's Mutual Fund site includes a
primer on Mutual Fund Investment Basics and a
graph plotting program as well as the usual info
on its funds. Français
Sagit
Investment Management Limited
Sagit manages the Cambridge and Trans-Canada
Mutual Fund families.
Saxon
Funds
The no-load Saxon Funds are managed by Howson
Tattersall Investment Counsel and require a
minimum $5000 investment.
Sceptre
Mutual Funds
The no-load Sceptre Funds require a minimum $5000
investment.
Scotia
Excelsior Funds
There are over twenty-five no-load mutual funds
from Scotiabank. Français
Scudder
Mutual Funds
The Scudder Funds consists of ten no-load funds
sold by Scudder Canada Investor Services and
through selected dealers.
Spectrum
United Mutual Funds
Spectrum United is the result of the merger of
the former Bullock Funds and United Funds. Some
solid performers here. Français
Standard
Life Mutual Funds
Standard Life has ten diversified investment
funds. Français
Stone
& Company Mutual Funds
The Stone Funds are managed by McLean Budden and
are growth oriented while avoiding cyclical
sectors of the market. "No rocks, no
trees!"
Strategic
Nova Funds
Strategic Nova was formed by the merger of
Strategic Value and Nova Bancorp.
Synergy
Mutual Funds
The Synergy Mutual Funds offer customers what
they call "style diversification".
Talvest
Mutual Funds
Talvest offers both regular and segregated mutual
funds. Français
Templeton
Management Limited
The exceptional performance of the Templeton
Growth Fund is legendary and founder Sir John
Templeton was knighted for his pioneering work. Français
TD
Mutual Funds
Green Line is the Toronto Dominion Bank's line of
no-load mutual funds. Français
Thomson
Kernaghan
Thomson Kernaghan manages one mutual fund - the
Resolute Growth Fund. But what a fund it is! It
consistently outperforms.
TIP Funds Canada
TIP Funds is not a traditional mutual fund trust, but rather a
structured corporation that lets unit holders switch between
different classes of funds without triggering tax liabilities.
The company uses a variety of investment strategies including
hedging.
Transamerica
Growsafe Funds
The Growsafe Funds are a product of the
Transamerica Life Insurance Company of Canada. Français
Trimark
Mutual Funds
Canada's largest independent mutual fund company
invites you to register and create your own
customized Trimark home page. Français
Wickham
Mutual Funds
The Wickham Canadian Equity Fund, launched in
April 2001, boosts returns by selling covered
call options on its blue chip holdings.
Working
Opportunity Fund
WOF is a B.C. based Labour Sponsored Fund. The
Labour Sponsored Funds offer terrific tax
advantages, but are not generally known for good
returns.
YMG
Mutual Funds
This aggressively managed fund family has over $2
billion under management.
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