Investors Group is adding two funds with a focus on global reach and long-term capital growth. IG Mackenzie Cundill Global Value Fund and IG Mackenzie Cundill Global Value Class will be based on the proven track record of the portfolio management team at Mackenzie Cundill Investment Management Ltd.
“Exposure to foreign equities enhances the diversification opportunities available to Canadian investors, said John Wiltshire, Senior Vice-President of Product and Financial Planning for Investors Group. “With the addition of the Global Value Fund, Investors Group clients will gain access to a well regarded, world class portfolio management team at Cundill.”
The new funds head a list of several enhancements being announced today.
Six funds will be merged with funds that have similar or identical investment objectives and strategies. This is expected to facilitate more efficient management of the funds, provide better investment diversification opportunities and, in some instances, result in lower fees.
IG AGF Asian Growth Fund will merge into Investors Pacific International Fund.
IG AGF Asian Growth Class will merge into Investors Pacific International Class.
IG Mackenzie Select Managers Canada Fund will merge into IG Mackenzie Maxxum Canadian Equity Growth Fund.
IG Mackenzie Select Managers Canada Class will merge into IG Mackenzie Maxxum Canadian Equity Growth Class.
Mackenzie Universal U.S. Growth Leaders Fund (IG Series Units Only) will merge into IG Mackenzie Universal U.S. Growth Leaders Class.
Mackenzie Universal Global Future Fund (IG Series Units Only) will merge into IG Mackenzie Universal Global Future Class.
Unitholder meetings are scheduled for June 15.
In addition, a number of allocation enhancements are being made to some of the Investors Group Alto and Allegro Portfolios to increase global diversification opportunities and enhance their risk-return characteristics.
Unitholders meetings are scheduled for June 15, 2007.
Other Investors Group portfolio enhancements include:
- the addition of Investors Pacific International Fund to the asset mix of both the Alto and Allegro Moderate Aggressive Portfolios;
- IG Mackenzie Universal U.S. Growth Leaders Class replacing Mackenzie Universal U.S. Growth Leaders Fund in the Alto Moderate, Alto Moderate Aggressive Canada Focus and Alto Aggressive portfolios; and
- IG Mackenzie Universal Emerging Markets Class replacing IG AGF Asian Growth Fund in the Allegro Aggressive Portfolio.
“As the result of our ongoing monitoring of our portfolio products, we are moderately increasing global equity exposure, with the ultimate goal of helping preserve the purchasing power of our clients” Wiltshire said.