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Market month: Fund news and updates

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Fund news

Dynamic launches multi-crypto ETF

Dynamic announced on March 4 the launch of Dynamic Active Multi-Crypto ETF (CBOE CAN: DXMC), a liquid alternative fund offering Canadian investors a simplified, actively managed gateway to a range of crypto assets.

DXMC seeks to provide the opportunity for long-term capital appreciation through exposure to the performance of an actively managed selection of  crypto  assets. Unlike passive, single-coin ETFs, DXMC provides exposure to an actively managed selection of crypto assets, currently including Bitcoin, Ether, Solana, and XRP. In addition, Dynamic's 1832 Asset Management will allocate a portion of the ETF to companies that may benefit from the further development or use of Web 3, blockchain, crypto assets or related technologies.

BMO fund mergers

BMO Investments Inc. on March 3 announced proposed fund mergers. BMO Concentrated Global Balanced Fund will be merged into BMO Global Income & Growth Fund and BMO Concentrated Global Equity Fund will merge into BMO Global Equity Fund. Each of the mergers will be implemented on a tax-deferred basis, effective after the close of business on or about May 15, 2026.

SIMA releases January fund industry statistics

The Securities and Investment Management Association (SIMA) on Feb. 23 announced investment fund net sales and net assets for January 2026.

Mutual fund assets totalled $2.564 trillion at the end of January, up by $35 billion or 1.4% since December. Mutual fund net sales were $5.7 billion in January.

ETF assets totalled $743.8 billion at the end of January, up by $30.8 billion or 4.3% since December. ETF net sales were $20.8 billion in January.

January insights

  • Mutual fund assets rebounded in January after experiencing a dip in December.
  • Both mutual fund and ETF assets reached new all-time highs in January.
  • Mutual fund monthly net sales were the highest since February 2025.
  • ETF net sales posted their highest monthly total ever, surpassing the previous record set just last month.

Visit the SIMA website to view the full report.

CIBC launches four Avantis ETFs

CIBC Asset Management Inc. on Feb. 20 announced the launch of four new Avantis CIBC ETFs to its expanding suite of ETF offerings. Developed in collaboration with Avantis Investors, an investment offering from American Century Investments Inc., these new ETFs feature both Canadian and U.S. equity mandates.

Mackenzie expands ETF lineup

Mackenzie Investments on Feb. 17 announced the launch of four new exchange-traded funds built on established mutual fund strategies.

Mackenzie Global Value ETF (TSX: MAGV), sub-advised by Barrow Hanley Global Investors, uncovers high-potential opportunities that may be missed by conventional strategies across developed and emerging markets.

Mackenzie US Value ETF (TSX: MAUV), sub-advised by Putnam Investments, targets high-quality U.S. companies with strong cash flows and attractive valuations to capitalize on pricing inefficiencies and uncover return potential.

Mackenzie GQE Global Balanced ETF (TSX: MBQG), managed by the Mackenzie Multi-Asset Strategies Team, offers investors a single solution that invests in underlying ETFs, with diversified equity and fixed income exposure across developed and emerging markets.

Mackenzie US All Cap Growth ETF (TSX: MAUG), sub-advised by Putnam Investments, seeks to provide long-term capital appreciation by investing in U.S. companies that exhibit potential for above average growth and seek to outperform in a variety of economic environments.

Canada Life announces proposed fund mergers

Canada Life Investment Management Ltd. on Feb. 13 announced a series of mutual fund mergers effective on or about April 24, 2026, subject to unitholder approval. The proposed mergers are designed to streamline the fund lineups for advisors and their clients. All proposed mergers will be done on a tax-deferred basis.

Manulife launches ETF-based mutual funds

Manulife Investments announced on Feb. 12 that it has launched five Manulife ETF-based mutual funds and the new Manulife Global Credit Opportunities Fund.

Manulife Smart International Dividend ETF Fund invests in Manulife Smart International Dividend ETF (IDIV.B), which seeks to provide a steady flow of income and long-term capital appreciation by investing primarily in a diversified portfolio of international dividend paying securities.

Manulife Smart Dividend ETF Fund  invests in Manulife Smart Dividend ETF (CDIV), which seeks to provide a steady flow of income and long-term capital appreciation by investing primarily in a diversified portfolio of Canadian dividend paying securities.

Manulife Smart Core Bond ETF Fund invests in Manulife Smart Core Bond ETF (BSKT), which seeks to earn the highest level of income consistent with the preservation of capital by investing primarily in a diversified portfolio of fixed income securities issued by Canadian federal, provincial or municipal governments or corporations.

Manulife Smart Short-Term Bond ETF Fund invests in Manulife Smart Short-Term Bond ETF (TERM), which seeks to earn the highest level of income consistent with the preservation of capital by investing primarily in a diversified portfolio of short-term fixed income securities issued by Canadian corporations and may also invest in short-term fixed income securities issued by federal, provincial or municipal governments in Canada.

Manulife Global Edge ETF Fund invests in Manulife Global Edge ETF (GEDG), which seeks to achieve long-term capital appreciation by investing primarily in a diversified portfolio of global equity securities.

Manulife Global Credit Opportunities Fund, sub-advised by Mawer Investment Management Ltd., invests in corporate bonds issued by global companies for investors seeking income, stability, and diversification.

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The foregoing is for general information purposes only and is the opinion of the writer. No guarantee of investment performance is made or implied. It is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice.

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