2008 Category Defintions
In June of 2007, the Canadian Investment Funds Standards Committee (CIFSC), with substantial input from industry experts, spent considerable time and effort improving the category schema that had been in place for a number of years. The changes made in 2007 were large, but essential to the enhancement of the fund categorization process in the Canadian investment fund universe.
In 2008, the setting is much different. Due to the numerous changes made in 2007, it has been determined that the category schema, while never perfect, requires only slight amendments to reflect various trends that have developed in the investment fund landscape in Canada.
The following documents outline the changes to the 2007 schema, and contain the updated 2008 category definitions and flow chart. The new schema will be implemented with the release of July month-end data, which will be in early August.
2008 Category Revisions
2008 Category Definitions
2008 Category Flow Chart