MRS Group of Companies and Mackenzie Financial Corp. today announced their intention to merge four Keystone Premier funds into two existing Keystone Premier Capital Class versions of the funds.
The Keystone Premier Global Elite 100 Fund and the Keystone Premier Global RSP Elite 100 Fund will be merged into Keystone Premier Global Elite 100 Capital Class.
The Keystone Premier Euro Elite 100 Fund and the Keystone Premier Euro RSP Elite 100 Fund will be merged into Keystone Premier Euro Elite 100 Capital Class.
The firms say the mergers will eliminate unnecessary duplication in the Keystone line-up. The merger will not impact the investment mandates of the funds.
In October 2003, Mackenzie announced a change to the structure of its Capital Class funds, making them 100% RRSP-eligible. Mackenzie’s Capital Class program was originally designed for taxable investors in non- registered plans who wanted the ability to switch between 46 funds without incurring an immediate tax liability. Under the new program, registered investors can choose Mackenzie Capital Class funds also to diversify their investments globally without concern about 30% foreign content limits or the need to rebalance their foreign holdings.
The mergers will occur on May 7, pending investor approval.
Full meeting details will be included in an information circular to be mailed to investors in April.