Market month: Fund news and updates

News from 1832, Global X, Manulife, Desjardins, RPIA, plus SIMA’s monthly fund statistics

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Fund news

1832 Asset Management renames Marquis Investment Program

1832 Asset Management on Dec. 2 announced further enhancements to the Marquis Investment Program, including name changes and fee reductions. These updates follow the mergers of the Marquis Institutional Portfolios, previously announced in July, which the company said were undertaken to streamline the lineup – and reduce maximum management and fixed administration fees on the continuing funds, effective November 14, 2025.

Effective December 5, 2025, the Marquis Investment Program, will be renamed Dynamic Integrated Portfolios. Each underlying portfolio will also be renamed as shown in the table below:

Global X launches copper-producer covered call ETF

Global X Investments Canada on Dec. 2 announced the launch of the Global X Copper Producer Equity Covered Call ETF (TSX: CPCC), which offers exposure to copper producers alongside a covered call overlay.

Manulife debuts new bond and equity ETFs

Manulife Investments announced on Nov. 25 that it has launched three new ETFs, two enhanced yield bond ETFs and one global equity ETF.

Manulife Smart Enhanced Yield Bond ETF Hedged (CBOE CAN: BYLD) seek to provide a steady flow of income with the potential for long-term capital appreciation by providing exposure to fixed income securities primarily through investments in underlying exchange traded funds (ETFs) and in derivatives. Also offered in unhedged units (CBOE CAN: BYLD.B)

Manulife Global Edge ETF (CBOE CAN: GEDG) targets ETF investors seeking potential income and long-term capital appreciation opportunities by investing primarily in a diversified portfolio of global equity securities.

SIMA releases November fund industry statistics

The Securities and Investment Management Association (SIMA) on Nov. 20 announced investment fund net sales and net assets for October 2025.

Mutual fund assets totalled $2.52 trillion at the end of October, up by $30.7 billion, or 1.2%, since September. Mutual fund net sales were $4.2 billion in October.

ETF assets totalled $682.5 billion at the end of October, up by $18.7 billion, or 2.8%, since September. ETF net sales were $9.7 billion in October.

October insights

• Mutual fund assets increased for the sixth consecutive month, growing by $302 billion over that period. By the end of October, assets surpassed $2.5 trillion for the first time on record.
• Bond funds continued to capture the largest share of net sales.
• As with mutual funds, ETF assets have increased for six straight months, growing by $136 billion over that time.
• ETF net sales remained positive across all asset classes except money market funds, which saw net redemptions. Year to date, equity ETFs accounted for 51% of total net sales, and bond ETFs for 24%.

Visit the SIMA website to view the full report.

Desjardins launches three new mutual funds

Nov. 17, 2025 /CNW/ - Desjardins Investments on Nov.17 announced that it is expanding its lineup of mutual funds with the launch of three new Desjardins Funds.

Desjardins Canadian Equity Plus Fund aims to achieve long-term capital appreciation by investing primarily in equity securities of Canadian companies.

Desjardins Sustainable Canadian Equity Plus Fund targets long-term capital appreciation by investing primarily in equity securities of Canadian companies. The fund takes a responsible approach to investing.

Desjardins American Equity Fund aims for long-term capital appreciation by investing primarily in equity and equity-related securities of U.S. companies.

RPIA debuts discount bond fund

RPIA on Nov. 13 announced the launch of its RP Target 2028 Discount Bond Fund. The fund aims to generate stable returns in a tax efficient manner, by investing primarily in investment-grade corporate debt trading at a discount to their par value and have maturities less than 3 years. The fund’s goal is to capture capital gains by purchasing non-CAD denominated bonds that trade at a discount to par value, while substantially hedging currency risk.

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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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