Group 1: PICTON Investments Fund - PICTON Investments has launched an open-ended fund focusing on "trophy asset" general partner-led secondary investments, targeting mature, high-quality companies with significant value-creation potential [1] - The fund aims to capture private equity alpha through underwriting discipline, asset quality, and manager selectivity, rather than broad market exposure [1] - Morningside Capital Inc. will lead the sourcing and underwriting of private equity investments for the fund, while PICTON Investments will manage its liquid investments [1] Group 2: CI Global Asset Management Funds - CI Global Asset Management has introduced two new asset-allocation funds that include exposure to non-traditional assets such as gold and bitcoin [2][3] - The CI Balanced+ Asset Allocation ETF Fund allocates approximately 57% to equity securities, 38% to fixed-income securities, and 5% to other assets, with a target allocation of 2.5% each in gold and bitcoin [4] - The CI Equity+ Asset Allocation ETF Fund features an allocation of roughly 92% to equity securities and 8% to other assets, with a target allocation of 4% each in gold and bitcoin [5] Group 3: Sun Life Global Investments Funds - Sun Life Global Investments has launched ETF series for two existing mutual funds, now available on the TSX under the ticker symbols SBLG and SBLI [7] - The funds were renamed to better reflect the proprietary blended research approach used by their sub-advisor, MFS Investment Management [8] Group 4: First Trust Nuclear Power ETF - First Trust Canada has launched the First Trust Bloomberg Nuclear Power ETF, which began trading on January 19, with a management fee of 0.85% [10] - The fund aims to replicate the performance of the Bloomberg Nuclear Power Index and invests in companies involved in nuclear energy production [11][12] - Its top five holdings include Cameco Corp., Doosan Enerbility Co., Ltd., Mitsubishi Heavy Industries, Ltd., BHP Group Limited, and BWX Technologies, Inc. [13] Group 5: J.P. Morgan Asset Management Fund - J.P. Morgan Asset Management Canada has launched the JPMorgan International Developed Equity Active ETF, which began trading on January 28 [14] - The fund targets long-term capital growth by investing in large- and mid-cap stocks in foreign developed markets, with a management fee of 0.55% [15] Group 6: PIMCO Managed Balanced Portfolio - PIMCO Canada Corp. has launched the PIMCO Managed Balanced Portfolio, a diversified 60/40 asset-allocation fund [16] - The fund allocates 60% to passive global equity ETFs and 40% to actively managed fixed-income funds [16][17] Group 7: Fidelity Global Opportunities Fund - Fidelity Investments Canada ULC has launched the Fidelity Global Opportunities Long/Short Fund, which employs a long/short strategy to navigate various market conditions [18][19] Group 8: Proposed Mining Fund by Next Edge Capital - Next Edge Capital Corp. has filed a preliminary prospectus for a proposed CMP Next Edge 2026 Critical and Precious Metals Short Duration Flow-Through LP, focusing on flow-through shares of mining companies [20][21] Group 9: RBC Global Asset Management Fund Closure - RBC Global Asset Management Inc. plans to terminate the RBC QUBE Low Volatility Emerging Markets Equity Fund on or about March 30, 2026, due to limited growth potential [22][23] Group 10: Fund Changes by Multiple Firms - PICTON Investments will discontinue performance fees for three mutual funds effective January 30 [25] - SLGI Asset Management Inc. will change sub-advisors for two funds, with new names reflecting the change [26][27] - CIBC Asset Management Inc. will change the ticker symbol for one of its ETFs effective February 4 [28] - Invesco Canada Ltd. has changed the risk rating for one of its ETFs from medium to high [29] - BMO Asset Management Inc. has reduced management fees for select ETFs and updated risk ratings [30][31]

Core Viewpoint - Sun Life Financial Inc. has rebranded two of its low volatility equity funds to better reflect their investment strategies while maintaining their objectives and strategies unchanged [1]. Group 1: Fund Renaming and Strategy - The Sun Life MFS Low Volatility Global Equity Fund is now named SLGI MFS Blended Research Low Vol Global Fund, effective January 12, 2026 [1]. - The Sun Life MFS Low Volatility International Equity Fund has been renamed SLGI MFS Blended Research Low Vol International Fund, also effective January 12, 2026 [1]. - The rebranding aims to highlight the proprietary Blended Research approach utilized by MFS Investment Management, the sub-advisor for these funds [1]. Group 2: Fee Reductions and Enhancements - The introduction of new ETF series is part of enhancements to the MFS Blended Research Low Vol funds, which includes recently announced management fee reductions [1].

Core Viewpoint - SLGI Asset Management Inc. is reducing management fees for its low volatility international and global equity funds and is renaming these funds to better reflect their investment strategies [1][2]. Management Fee Reductions - Effective February 1, 2026, management fees for both funds will be reduced by 0.25% [2]. Fund Name Changes - Effective January 12, 2026, the following name changes will occur: - Sun Life MFS Low Volatility Global Equity Fund will be renamed SLGI MFS Blended Research Low Vol Global Fund - Sun Life MFS Low Volatility International Equity Fund will be renamed SLGI MFS Blended Research Low Vol International Fund [4][5]. Investment Approach - The changes emphasize the proprietary Blended Research approach used by MFS Investment Management, which combines fundamental and quantitative research to create diversified low volatility equity portfolios [5]. - The investment objectives and strategies of the funds will remain unchanged [5]. Company Overview - Sun Life Global Investments is a trade name of SLGI Asset Management Inc., part of the Sun Life group, which offers diverse investment solutions to Canadians [6]. - Sun Life is a leading international financial services organization with operations in multiple markets worldwide and had total assets under management of $1.62 trillion as of September 30, 2025 [7].