List of mutual-fund families in Canada
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 Ltd. | Mawer Investment Management Ltd. | 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 |
Footnotes
- 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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