On The Shelf:

(April 18, 2008) Mackenzie Financial is making some changes to its Keystone Portfolio Funds and Keystone Partner Funds lineups.

The firm will take over the investment management responsibilities for the Keystone AIM Trimark Global Equity Fund on June 16, replacing AIM Funds Management Inc. as the fund’s advisor.

At that time the fund will be renamed the Keystone Global Equity Fund within the Keystone fund family and will be managed by Mark Grammer, Mackenzie’s vice-president of investments.

The fund’s investment strategy will be similar to Grammer’s other fund — the Mackenzie Universal Global Growth Class. The company says he’ll focus on “quality growth companies at a reasonable price.”

On July 25, the fund will be merged into the Mackenzie Universal Global Growth Class.

(04/18/08)

Staff

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