Keyword: Product Watch

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Product Watch

Product Watch

Montreal-based National Bank Securities Inc., manager of the Meritage portfolios, has announced a change in the risk ratings of Meritage Moderate Income Portfolio, Meritage Canadian Equity Class Portfolio and Meritage Canadian Equity Portfolio. The level of risk attributed to Meritage Moderate Income Portfolio has thus been lowered to “low” from “low to medium,” while the […]

Toronto-based Franklin Templeton Investments Corp. has launched Franklin U.S. Rising Dividends Hedged Corporate Class Fund, which seeks to achieve long-term capital appreciation by investing substantially all of its assets in units of Franklin U.S. Rising Dividends Fund, a portfolio of U.S. equities with a focus on companies that have paid consistent and increasing dividends. The […]

Toronto-based BlackRock Asset Management Canada Ltd., a wholly owned subsidiary of BlackRock Inc., has announced management fee changes for iShares S&P 500 Index Fund (Canadian dollar-hedged) and iShares MSCI All World Index Fund. These changes are the result of fee changes announced earlier by BlackRock Inc. to iShares S&P 500 Index Fund, the underlying fund […]

Toronto-based Scotia Asset Management LP (SAM) has announced that Scotia Private Cyclical Opportunities Pool will be terminated on or about Dec. 31. Effective immediately, the fund has ceased distributing its units. Fund holdings may be redeemed or switched prior to the termination date. For unitholders with a discretionary portfolio manager at SAM, their portfolio manager […]

Toronto-based IA Clarington Investments Inc. has changed the name of IA Clarington American Fund to IA Clarington U.S. Dividend Growth Fund. This fund now will be managed by Industrial Alliance Investment Management Inc., which has replaced subadvisor MFS Maclean Budden Ltd. in Toronto. IA Clarington plans to amend the fund’s investment strategy to invest primarily […]

Toronto-based CIBC Asset Management Inc. has launched new Class F – Premium units on three key funds in its Renaissance Investments-branded fixed-income lineup: Renaissance Corporate Bond Capital Yield Fund, Renaissance Canadian Bond Fund and Renaissance Short-Term Income Fund. The addition of the new class will enhance the choice available to high net-worth clients with fee-based […]

Toronto-based BMO Investments Inc. has implemented several portfolio-management changes. BMO Asset Management Inc. (BMOAM) will replace the current portfolio manager, Toronto-based UBS Global Asset Management (Canada) Co., and will assume all portfolio-management duties for BMO Global Monthly Income Fund. The investment strategy of BMO Global Monthly Income Fund will be changed to reflect the investment […]

Toronto RBC Global Asset Management Inc. has expanded its Target Maturity-branded corporate bond ETF lineup with the introduction of RBC Target 2021 Corporate Bond Index ETF. This new ETF will maintain a diversified portfolio of individual Canadian investment-grade corporate bonds with an effective maturity of November 2021. Similar to the other RBC Target Maturity corporate […]