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Asset management│Fund managers announce changes and a new appointment


BlackRock, Burgundy and Fidelity have announced changes and a new appointment within their teams.

Here is a summary:

 

BlackRock has announced enhancements to the LifePath Index Funds

BlackRock has announced changes to the LifePath Index Funds. These enhancements aim to refine inflation-hedging precision, increase fixed-income diversification, and update commodity exposures, in order to improve retirement outcomes. The changes are relatively small, as they affect less than 10% of each fund. BlackRock started to implement them gradually in the first quarter of 2026.

For complete information and the affected funds, please consult the Investment Update of April 9, 2026 – BlackRock.

 

Burgundy has appointed Doug Winslow as Co-Portfolio Manager for the Global Equity strategy

On February 1, 2026, Burgundy Asset Management (Burgundy) appointed Doug Winslow as Co-Portfolio Manager for the Global Equity strategy, alongside long-time Manager Ken Broekaert. The two share equal responsibility for managing the portfolio.

For complete information and the affected fund, please consult the Investment Update of April 9, 2026 –Burgundy.

 

Fidelity has announced strategic allocation enhancements to the ClearPath Funds

Fidelity Investments has announced updates to the asset allocation and glidepath of the ClearPath Funds. These strategic updates follow their research into Canadian investors’ needs and are part of the regular investment process. Implementation began in the first quarter of 2026 and will be rolled out gradually over several months.

For complete information and the affected funds, please consult the Investment Update of April 9, 2026 – Fidelity.