List of mutual fund companies in Canada
From Wikipedia, the free encyclopedia
Ranked by Canadian mutual fund assets under management (AUM), as of December 31, 2006
Ultimate parent | Company | Canadian mutual fund brands | AUM parent Cdn total (CAD 000's) | AUM sub-total (CAD 000's) |
---|---|---|---|---|
IGM Financial Inc. | 106,358,576 | |||
Investors Group Inc. | Investors Masterseries Funds | 58,215,827 | ||
Mackenzie Financial Corporation | Cundill Funds, Ivy Funds, Mackenzie Funds, Maxxum Funds, Focus Funds, Sentinel Funds, STAR Funds, Universal Funds, Keystone Funds | 46,492,923 | ||
Counsel Group of Funds | Counsel Funds | 1,649,826 | ||
Royal Bank of Canada | RBC Asset Management Inc. | RBC Funds | 71,842,336 | |
CI Fund Management Inc. | CI Mutual Funds Inc. | CI Mutual Funds | 51,854,000[1] | |
Toronto-Dominion Bank | TD Asset Management | TD Mutual Funds | 51,064,006 | |
AMVESCAP plc | AIM Trimark Investments | AIM Funds, Trimark Funds | 49,088,604 | |
Canadian Imperial Bank of Commerce | CIBC Asset Management | CIBC Mutual Funds | 49,087,624 | |
FMR Corp. | Fidelity Investments Canada Limited | Fidelity funds | 39,386,006 | |
Bank of Montreal | 35,415,728 | |||
BMO Investments Inc. | BMO Mutual Funds | 29,428,245 | ||
Guardian Group of Funds Ltd. | GGOF Funds | 5,987,483 | ||
AGF Management Limited | AGF Funds Inc. | AGF Funds | 27,717,631 | |
Franklin Resources Inc. | Franklin Templeton Investments Corp. | Templeton Funds, Franklin Funds, Bissett Funds, Mutual Series Funds, Franklin Templeton Funds | 26,138,760 | |
Phillips Hager & North Ltd. | Phillips Hager & North Ltd. | PH&N investment funds | 18,599,198 | |
Dundee Corporation | Goodman & Company, Investment Counsel Ltd. | Dynamic Mutual Funds | 17,935,535 | |
Bank of Nova Scotia | Scotia Securities Inc. | Scotia Mutual Funds | 16,385,129 | |
CMA Holdings Incorporated | MD Management Limited | MD Mutual Funds | 12,599,090 | |
National Bank of Canada | 11,742,594 | |||
Natcan Investment Management | National Bank Mutual Funds | 7,904,421 | ||
Altamira Investment Services Inc. | Altamira mutual funds | 3,838,173 | ||
Fédération des caisses Desjardins du Québec | 10,803,843 | |||
Fédération des caisses Desjardins du Québec | Desjardins Funds | 8,530,701 | ||
Northwest Mutual Funds Inc. | Northwest Mutual Funds | 2,273,142 | ||
Manulife Financial Corporation | Manulife Investments | Manulife Mutual Funds | 8,723,606 | |
AIC Limited | AIC Investment Services Inc. | AIC Funds | 8,684,500 | |
Industrial Alliance Insurance and Financial Services Inc. | IA Clarington Investments Inc. | IA Clarington Funds, Clarington Funds, IA Funds, R Funds | 6,682,152 | |
Brandes Investment Partners, L.P. | Brandes Investment Partners, L.P. | Brandes mutual funds | 5,859,140 | |
HSBC Holdings plc | HSBC Investments (Canada) Limited | HSBC Investment Funds | 4,366,067 | |
Standard Life plc | Standard Life Mutual Funds Ltd. | Standard Life Mutual Funds | 4,129,984 | |
Acuity Funds Ltd. | Acuity Funds Ltd. | Acuity Mutual Funds | 3,879,242 | |
Saxon Financial Inc. | Saxon Funds Management Limited | Saxon Mutual Funds | 2,208,422 | |
Ethical Funds Inc. | Ethical Funds Inc. | Ethical Funds | 2,006,498 | |
Mawer Investment Management Ltd. | Mawer Investment Management Ltd. | Mawer Mutual Funds | 1,973,489 | |
Sentry Select Capital Corp. | Sentry Select Capital Corp. | Sentry Select mutual funds | 1,165,925 | |
Sceptre Investment Counsel Limited | Sceptre Investment Counsel Limited | Sceptre Mutual Funds | 1,013,208 | |
Total of non-reporting members not listed above | 10,364,450[2] | |||
Other reporting IFIC members with less than CAD$1 billion assets under management | 3,211,229 |
Same list above, but in truncated form:
- IGM Financial (InvestorsGroup & Mackenzie): $106,358,576
- Royal Bank of Canada (RBC Asset Management): $71,842,336
- CI Fund Management Inc. (CI Mutual Funds Inc.): $51,854,000
- Toronto-Dominion Bank (TD Asset Management): $51,064,006
- AMVESCAP (AIM Trimark): $49,088,604
- Canadian Imperial Bank of Commerce (CIBC Asset Management): $49,087,624
- FMR Corporation (Fidelity): $39,386,006
- Bank of Montreal (BMO Investments/Guardian Group of Funds): $35,415,728
- Allianz (AGF Funds): $27,717,631
- Franklin Resources (Franklin Templeton Investments): $26,138,760
- Phillips Hager & North Ltd.: $18,599,198
- Dundee Corporation (Dynamic): $17,935,535
- Bank of Nova Scotia: $16,385,129
- CMA Holdings Incorporated: $12,599,090
- National Bank of Canada (Natcan/Altamira): $11,742,594
- Fédération des caisses Desjardins du Québec: $10,803,843
- Manulife: $8,723,606
- AIC: $8,684,500
- Industrial Alliance Insurance and Financial Services Inc.: $6,682,152
- Brandes Investment Partners: $5,859,140
- HSBC (Canada) Investments: $4,366,067
- Standard Life: $4,129,984
- Acuity Funds: $3,879,242
- Saxon Financial: $2,208,422
- Ethical Funds Inc.: $2,006,498
- Mawer Investment Management: $1,973,489
- Sentry Select Capital Corp.: $1,165,925
- Sceptre Investment Counsel: $1,013,208
- Other non-reporting IFIC members: $10,364,450
- Other reporting IFIC members: $3,211,229
[edit] 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.
- ^ Calculated based on the 62,218,450 from IFIC's website, less the 51,584,000 reported CI Investments website. CI Investments is shown above.