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List of mutual-fund families in Canada
| This article needs to be updated. Please help update this article to reflect recent events or newly available information. (July 2012) |
This is a list of mutual-fund families in Canada ranked by Canadian mutual fund assets under management (AUM), as of May 31, 2008.
| Ultimate parent
|
Company
|
Canadian mutual fund brands
|
AUM parent Cdn total (CAD 000's)
|
AUM sub-total (CAD 000's)
|
| IGM Financial Inc.
|
|
|
108,178,800
|
|
|
|
Investors Group Inc.
|
Investors Masterseries Funds
|
|
61,180,000
|
|
|
Mackenzie Financial Corporation
|
Cundill Funds, Ivy Funds, Mackenzie Funds, Maxxum Funds, Focus Funds, Sentinel Funds, STAR Funds, Universal Funds, Keystone Funds
|
|
44,770,000
|
|
|
Counsel Portfolio Services Inc.
|
Counsel Funds
|
|
2,220,257
|
| Royal Bank of Canada
|
RBC Global Asset Management Inc.
|
RBC Funds
|
71,842,336
|
|
| CI Financial Corp.
|
CI Investments Inc.
|
CI Investments
|
103,200,000[1]
|
|
| E-L Financial Corporation
|
Empire Life Investments
|
Empire Life Mutual Funds
|
|
|
| Toronto-Dominion Bank
|
TD Asset Management
|
TD Mutual Funds
|
58,978,000
|
|
| Invesco
|
Invesco Trimark Investments
|
Invesco Funds, Trimark Funds, PowerShares Funds/ETFs
|
20,430,000
|
|
| Canadian Imperial Bank of Commerce
|
CIBC Asset Management
|
CIBC Mutual Funds
|
51,900,000
|
|
| FMR Corp.
|
Fidelity Investments Canada Limited
|
Fidelity funds
|
42,433,811
|
|
| Bank of Montreal
|
|
|
38,800,000
|
|
|
|
BMO Investments Inc.
|
BMO Mutual Funds
|
|
33,125,440
|
| Guardian Capital Group
|
Guardian Capital LP
|
Guardian Group of Funds Ltd.
|
14,500,000
|
|
| AGF Management Limited
|
AGF Investments Inc.
|
AGF Funds, Harmony Funds, Elements Funds, AGFiQ
|
37,100,000
|
|
| Franklin Resources Inc.
|
Franklin Templeton Investments Corp.
|
Templeton Funds, Franklin Funds, Franklin Bissett Funds, Franklin Mutual Series Funds, Franklin Quotential Portfolios
|
25,220,000
|
|
| Phillips Hager & North Ltd.
|
Phillips Hager & North Ltd.
|
PH&N investment funds
|
21,000,000
|
|
| Scotiabank
|
GCIC Ltd.
|
Dynamic Funds
|
23,600,000
|
|
| Bank of Nova Scotia
|
Scotia Securities Inc.
|
Scotia Mutual Funds
|
22,608,000
|
|
| CMA Holdings Incorporated
|
MD Management Limited
|
MD Mutual Funds
|
15,800,000
|
|
| National Bank of Canada
|
|
|
13,180,000
|
|
|
|
Natcan Investment Management
|
National Bank Mutual Funds
|
|
9,000,000
|
|
|
Altamira Investment Services Inc.
|
Altamira mutual funds
|
|
4,182,000
|
| Fédération des caisses Desjardins du Québec
|
|
|
12,600,000
|
|
|
|
Northwest Mutual Funds Inc.
|
Northwest Mutual Funds
|
|
4,700,000
|
| Manulife Financial Corporation
|
Manulife Investments
|
Manulife Mutual Funds
|
10,300,000
|
|
| AIC Limited
|
AIC Investment Services Inc.
|
AIC Funds
|
5,640,000
|
|
| Industrial Alliance Insurance and Financial Services Inc.
|
IA Clarington Investments Inc.
|
IA Clarington Funds, Clarington Funds, IA Funds, R Funds
|
14,050,000
|
|
| Brandes Investment Partners, L.P.
|
Brandes Investment Partners, L.P.
|
Brandes mutual funds
|
5,187,000
|
|
| HSBC Holdings plc
|
HSBC Investments (Canada) Limited
|
HSBC Investment Funds
|
5,580,000
|
|
| Standard Life plc
|
Standard Life Mutual Funds Ltd.
|
Standard Life Mutual Funds
|
4,600,000
|
|
| Acuity Funds Ltd.
|
Acuity Funds Ltd.
|
Acuity Mutual Funds
|
3,594,000
|
|
| Saxon Financial Inc.
|
Saxon Funds Management Limited
|
Saxon Mutual Funds
|
2,129,000
|
|
| Ethical Funds Inc.
|
Ethical Funds Inc.
|
Ethical Funds
|
2,420,000
|
|
| Mawer Investment Management
|
Mawer Investment Management
|
Mawer Mutual Funds
|
1,969,000
|
|
| Sentry Select Capital Corp.
|
Sentry Investments
|
Sentry mutual funds
|
12,000,000
|
|
| Sceptre Investment Counsel Limited
|
Sceptre Investment Counsel Limited
|
Sceptre Mutual Funds
|
1,349,000
|
|
| O'Leary Funds
|
O'Leary Funds
|
O'Leary Funds
|
1,500,000
|
|
| Bullion Management Group Inc.
|
BMG
|
BMG Funds
|
378,760
|
|
| North Growth Management Ltd.
|
North Growth Management Ltd.
|
NGM Funds
|
669,693
|
|
|
|
|
64,865,957 (non-reporting members)[2]
|
|
| Other reporting IFIC members with less than CAD$1 billion assets under management
|
|
|
3,211,000
|
|
- ^ CI is a non-reporting member of the Investment Funds Institute of Canada. AUM reference is the CI Investments website -- About Us, URL accessed 13 February 2007.
- ^ Will recalculate once updated CI number is found
See also
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