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 Group of Funds | Counsel Funds | 2,220,257 | ||
| Royal Bank of Canada | RBC Global Asset Management Inc. | RBC Funds | 71,842,336 | |
| CI Fund Management Inc. | CI Mutual Funds Inc. | CI Mutual Funds | 51,854,000 | |
| 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, PowerShare 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, Bissett Funds, Mutual Series Funds, Franklin Templeton Funds | 25,220,000 | |
| Phillips Hager & North Ltd. | Phillips Hager & North Ltd. | PH&N investment funds | 21,000,000 | |
| Dundee Corporation | Goodman & Company, Investment Counsel Ltd. | Dynamic Mutual 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 Select Capital Corp. | Sentry Select mutual funds | 7,543,000 | |
| 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 | |
| Non-reporting members | 64,865,957 (non-reporting members) | |||
| Other reporting IFIC members with less than CAD$1 billion assets under management | 3,211,000 |
Same list above, but in truncated form using Dec 31st 2006 Data:
- 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
- AGF Management Limited (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.: $7,165,925
- Sceptre Investment Counsel: $1,013,208
- Other non-reporting IFIC members: $10,364,450
- Other reporting IFIC members: $3,211,229
Famous quotes containing the words list of, list, families and/or canada:
“Thirty—the promise of a decade of loneliness, a thinning list of single men to know, a thinning brief-case of enthusiasm, thinning hair.”
—F. Scott Fitzgerald (1896–1940)
“Lastly, his tomb
Shall list and founder in the troughs of grass
And none shall speak his name.”
—Karl Shapiro (b. 1913)
“We as a nation need to be reeducated about the necessary and sufficient conditions for making human beings human. We need to be reeducated not as parents—but as workers, neighbors, and friends; and as members of the organizations, committees, boards—and, especially, the informal networks that control our social institutions and thereby determine the conditions of life for our families and their children.”
—Urie Bronfenbrenner (b. 1917)
“This universal exhibition in Canada of the tools and sinews of war reminded me of the keeper of a menagerie showing his animals’ claws. It was the English leopard showing his claws.”
—Henry David Thoreau (1817–1862)