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.
Meritage Portfolios
February 21, 2007
Portfolio Management Change
Transition Report
Le Devoir
October 07, 2006
Michel Marcoux
Investment Funds: An Outstanding Choice for Investors of All Stripes
Funds in the News
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.
Press Releases
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.
