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
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.
Press Releases
Changes to the Makeup of the Meritage Portfolios®
March 02, 2010
Montreal
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.
