List of mutual-fund families in Canada

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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 Funds Inc. AGF Funds 27,800,000
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 1,050,000
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 378,760,055
Non-reporting members 64,865,957 (non-reporting members)[2]
Other reporting IFIC members with less than CAD$1 billion assets under management 3,211,000

Footnotes[edit]

  1. ^ 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.
  2. ^ Will recalculate once updated CI number is found

See also[edit]