The CIFSC has completed its quarter-end reclassification review. The changes are based on data up to September 30th, 2014 and will be reflected in the release of October 2014 month-end data. To see the results of the review, please click here.
Read more →Results of New Fund Reviews – Jan 24, 2008 Fund: AGF Canadian All Cap Equity Category Placement: Canadian Equity Fund: AGF Global Balanced High Income Category Placement: Global Neutral Balanced Fund: AGF Global High Income Category Placement: Global Equity Fund: Alto MI Global Growth […]
Read more →Funds in the U.S. Small/Mid Cap category must invest at least 90% of their equity holdings in securities domiciled in the United States such that their average market capitalization is within the U.S. small/mid cap threshold. ABC American-Value Fund AGF U.S. Small-Mid Cap Fund – MF Series […]
Read more →Funds assigned to the U.S. Money Market category must be designated as Money Market funds in accordance with National Instrument 81-102 and maintain a minimum weighting of 95% in U.S. dollar-denominated investments. BMO U.S. Dollar Money Market Fund Series A CI US Money Market Fund U$ CIBC […]
Read more →Funds in the U.S. Equity category must invest at least 90% of their equity holdings in securities domiciled in the United States, and their average market capitalization must be greater than the U.S. small/mid cap threshold. Acker Finley Select US Value 50 Fund Series A AGF American […]
Read more →Funds in the Tactical Balanced category must have a flexible asset allocation policy ranging from 40% (or less) to 60% (or more) in each of equity and fixed income securities. Inclusion in this category may be based on: i) a written asset allocation policy meeting the above […]
Read more →The Canadian Synthetic Money Market Fund category includes funds that seek to obtain money-market-like returns by investing in a basket of equity securities or in one or more equity funds and then entering into forward, swap or similar derivatives contracts with a counter party or counterparties in […]
Read more →Funds in this sub-category invest in equity securities focused on a specific sector or sectors and do not qualify for any of the existing sector equity categories. BMO Covered Call Utilities ETF (ZWU) BMO Equal Weight US Health Care Hgd to CAD (ZUH) BMO Equal Weight Utilities […]
Read more →Funds in the Retail Venture Capital funds include but are not limited to Labour Sponsored Investment Funds (LSIF) and other related Funds that receive special tax benefits for investing in Canadian venture capital as defined by the applicable federal and provincial statutes. Advantage Structured Fund B.E.S.T. Total […]
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