Consult our Archives for an historic collection of articles and reports on Meritage Portfolios and our family of funds and portfolio managers, compiled here for your convenience.
Meritage Portfolios in the News
Rebalance as at March 18, 2008
March 18, 2008
Further to recent market developments, one of the underlying funds in the Meritage Global Equity Portfolio™ has exceeded the authorized deviation limit of 2.5%. In keeping with the Meritage strategic rebalancing policy, the entire portfolio has therefore been rebalanced and the weighting of the four underlying funds has been readjusted based on their initial target.
February 21, 2007
Portfolio Management Change
October 07, 2006
Investment Funds: An Outstanding Choice for Investors of All Stripes
Funds in the News
Fidelity American Disciplined Equity – John Power resigns
February 06, 2012
On February 3rd, Fidelity Investments announced the resignation of John Power.
Announcement of Underlying Fund Replacements in the Meritage Portfolios®
December 12, 2011
Further to important portfolio manager change announcements by underlying funds held in the Meritage Portfolios®, National Bank Securities Inc. undertook a thorough due diligence process in collaboration with Aon Hewitt to evaluate the impact of these developments...
2011 Canadian Investment Awards
December 01, 2011
In the Best Fund of Funds category, the Meritage Portfolios received the Bronze prize.
Dynamic Value Fund of Canada – David Taylor resigns
October 11, 2011
AGF International Stock Class – John Arnold to retire on October 31st
September 08, 2011
Replacement of the Mackenzie Sentinel Corporate Bond Fund in the Meritage Portfolios
July 29, 2011
Invesco International Growth Class – Departure of Barrett Sides
June 13, 2011
Mackenzie Sentinel Corporate Bond Fund – Departure of Dan Bastasic
May 27, 2011
Mackenzie Financial announces the passing of Peter Cundill
January 28, 2011
Meritage Portfolios® - Truly "The best blend of the best funds"
December 06, 2010
Recognition at the Canadian Investment Awards: The Canadian Investment Awards recognizes leading investment products and firms illustrating an enduring commitment to excellence within the industry...
Mackenzie Cundill Value Fund – Jim Thompson’s resignation
November 23, 2010
On November 23, Mackenzie Investments (“Mackenzie”) announced Jim Thompson’s resignation. Mr. Thompson held different positions within Mackenzie such as Senior VP, Portfolio Manager and Investment Team Leader (Mackenzie Cundill Investment Management Ltd.). He is leaving Mackenzie to pursue other opportunities at his former employer, Southeastern Asset Management, in his home country the United States.
TD Canadian Blue Chip Equity Fund - Portfolio Management Change
July 14, 2010
On July 14, TD Asset Management (TDAM) announced that the TD Canadian Blue Chip Equity Fund currently managed by Jarislowsky Fraser Limited, will be managed in house effective September 30, 2010. This decision was made because TDAM has already been managing a Canadian blue chip strategy for over 15 years for TD Waterhouse Private Investment Counsel. They think that this expertise will benefit investors in the TD Canadian Blue Chip Equity Fund. Jarislowsky Fraser had been the portfolio adviser of the TD Canadian Blue Chip Equity Fund since 1999.
Mackenzie Sentinel - Manager resigns
June 07, 2010
On June 4, Mackenzie announced the resignation of Chris Kresic, who held the position of Senior VP and Head of the Fixed Income Team (Mackenzie Sentinel). He will be joining the ranks of prestigious investment manager Jarislowsky Fraser at the end of the month.
Mackenzie Cundill Value Fund – Peter Cundill appointed Chairman Emeritus
April 08, 2009
On April 3, 2009, Mackenzie Financial announced that Peter Cundill will be appointed Chairman Emeritus of Mackenzie Cundill Investment Management. This move follows the February 2009 appointment of James (Jim) Thompson as Senior Vice President, Portfolio Manager and Team Lead of the Cundill team.
Fidelity Canadian Disciplined Equity Fund - Robert Haber retiring from Fidelity
March 09, 2009
On March 4, 2009, Fidelity Investments announced that Team Canada will be transitioning its base of operations and that Robert Haber, Chief Investment Officer and Portfolio Manager, will be replaced by Andrew Marchese as lead manager of the Fidelity Canadian Disciplined Equity® Fund.
Mackenzie Ivy Foreign Equity Fund - Manager departure
January 07, 2009
On January 7, 2009, Mackenzie Financial announced that Jerry Javasky will be stepping down from his position as head of the investment team managing the Ivy group of funds, as he will be retiring sometime in 2009.
Fidelity Canadian Opportunities Fund - Manager departure
August 04, 2008
On August 1st, 2008 Fidelity Investments announced the departure of Maxime Lemieux, lead manager of the Fidelity Canadian Opportunities Fund, who will be taking a sabbatical effective September 2, 2008. This announcement triggers a due diligence process to assess the impact of the departure on the following Meritage Portfolios: Meritage Moderate Portfolio, Meritage Balanced Portfolio, Meritage Growth Portfolio and Meritage Equity Portfolio
Trimark Funds - Manager resigns
January 09, 2008
On January 8, 2008 AIM Trimark announced the departure of Tye Bousada, lead manager of the Trimark Fund. This announcement triggered a due diligence process to assess the impact of the departure on the global equity assets held in one of the Meritage Portfolios.
National Bank Securities Inc. announces a risk rating change for the Meritage Canadian Equity Portfolio and the Meritage Canadian Equity Class Portfolio
October 21, 2011
National Bank Securities Inc. (NBSI), the manager of the Meritage Portfolios, today announced a change to the risk rating associated with investing in the Meritage Canadian Equity Portfolio and the Meritage Canadian Equity Class Portfolio...
The Meritage Portfolios in Corporate Class now available
March 31, 2011
National Bank Securities announces that four Meritage Portfolios® are now offered in a Corporate Class structure to investors looking for increased flexibility and tax-efficiency in their non-registered accounts...
The Meritage Portfolios® reach the $1 billion mark in assets under management
November 16, 2010
The Meritage Portfolios were launched four years ago, in October 2006. These 14 portfolios are composed entirely of funds administered by external managers. Their superior performance has guaranteed their success. Clients trust Meritage Portfolios because they offer many positive features, such as...
Replacement of the TD Canadian Blue Chip Equity Fund in the Meritage Portfolios®
September 03, 2010
On July 14, 2010, TD Asset Management Inc. announced that the portfolio management responsibilities of the TD Canadian Blue Chip Equity Fund, until now managed by Jarislowsky, Fraser Limited, will be changed. Further to this announcement...
Changes to the Makeup of the Meritage Portfolios®
March 02, 2010
Around March 31, 2010, National Bank Securities Inc. will proceed in initiating changes to the composition of the Meritage Portfolios®.
On October 31, 2006, Finance Minister Jim Flaherty announced the implementation of a tax fairness plan which will impose a distribution tax on income trusts as of 2011. Since this declaration...
Change to the makeup of Meritage Portfolios
October 08, 2008
Altamira is announcing some changes to its Meritage Portfolios asset allocation: the Fidelity Canadian Opportunities Fund will be replaced by the Fidelity Canadian Disciplined Equity® Fund. Also, a strategic optimization of the fixedincome allocation will be implemented, in order to increase the potential returns of this portion while reducing the volatility through a better diversification. All changes will take effect November 3, 2008.
Altamira Press Release
March 31, 2008
Change to the makeup of Meritage TM Portfolios
Altamira is announcing that the Trimark Fund will be replaced by the Capital International Global Equity Fund, and the Trimark U.S. Small Companies Class Fund will be replaced by the CI American Small Companies Fund in its Meritage PortfoliosTM. The changes will take effect May 1st, 2008.
Altamira Press Release
October 02, 2007
Meritage Portfolios: two new portfolios
Altamira is pleased to introduce the newest members of the Meritage Portfolios family, the Meritage International Equity Portfolio and the Meritage American Equity Portfolio.
Altamira Press Release
June 11, 2007
Meritage Portfolios - Continue to hold RBC Dividend Fund
Meritage Portfolios will continue to hold RBC Canadian Dividend Fund despite the departure of two co-managers.
Altamira Press Release
June 04, 2007
Meritage Portfolios - Assets Under Management
Only months after they were introduced, Altamira’s Meritage Portfolios have officially reached the $500 million mark in assets under management.
Altamira Press Release
February 15, 2007
Change to Meritage Portfolios
Trimark Fund will replace Fidelity NorthStar Fund.