Results of New Fund Reviews

An investment fund is considered "new" from the date of its inception. Once the fund has registered with at least one of the data provider firms on the CIFSC, the fund is brought to the Committee's monthly meeting for placement into the most appropriate category. The committee will estimate the most appropriate category based on the fund's stated intentions (as described in the fund's investment objective and strategy).

Select a month to see the results of the New Fund Reviews from that meeting:

2010

Jan  Feb  Mar  Apr  May  Jun  Jul  Aug  Sep  Oct  Nov  Dec 

2009

Jan  Feb  Mar  Apr  May  Jun  Jul  Aug  Sep  Oct  Nov  Dec 

2008

Jan  Feb  Mar  Apr  May  Jun  Jul  Aug  Sep  Oct  Nov  Dec 

Results of New Fund Reviews - Jul 31, 2008

Fund:ACM Debenture Fund One
Category Placement:Miscellaneous

 

Fund:ACM Mortgage Fund One
Category Placement:Miscellaneous

 

Fund:ACM Mortgage Fund Two
Category Placement:Miscellaneous

 

Fund:Assumption/AGF Dividend Income A
Category Placement:Canadian Dividend & Income Equity

 

Fund:Assumption/AGF Global Financ Serv Cl A
Category Placement:Financial Services Equity

 

Fund:Assumption/AGF International Stock Cl A
Category Placement:International Equity

 

Fund:Assumption/AGF U.S. Value Class A
Category Placement:U.S. Equity

 

Fund:Assumption/CI American Value A
Category Placement:U.S. Equity

 

Fund:Assumption/CI Global Small Companies A
Category Placement:Global Small/Mid Cap Equity

 

Fund:Assumption/CI Signature High Income A
Category Placement:Canadian Equity Balanced

 

Fund:Assumption/CI Synergy Global Corp Cl A
Category Placement:Global Equity

 

Fund:Assumption/Fidelity American Discip Eq A
Category Placement:U.S. Equity

 

Fund:Assumption/Fidelity Cdn Asset Alloc A
Category Placement:Canadian Equity Balanced

 

Fund:Assumption/Fidelity Monthly Income A
Category Placement:Canadian Neutral Balanced

 

Fund:Assumption/Fidelity NorthStar A
Category Placement:Global Equity

 

Fund:Dynamic Alternative Opportunities Fund Series A
Category Placement:Alternative Strategies

 

Fund:Dynamic Power Global Navigator Class Series A
Category Placement:Global Small/Mid Cap Equity

 

Fund:HBP NASDAQ-100 Bear Plus ETF
Category Placement:Alternative Strategies

 

Fund:HBP NASDAQ-100 Bull Plus ETF
Category Placement:Alternative Strategies

 

Fund:HBP S&P 500 Bear Plus ETF
Category Placement:Alternative Strategies

 

Fund:HBP S&P 500 Bull Plus ETF
Category Placement:Alternative Strategies

 

Fund:HBP US 30-year Bond Bear Plus ETF
Category Placement:Alternative Strategies

 

Fund:HBP US 30-year Bond Bull Plus ETF
Category Placement:Alternative Strategies

 

Fund:HBP US Dollar Bear Plus ETF
Category Placement:Alternative Strategies

 

Fund:HBP US Dollar Bull Plus ETF
Category Placement:Alternative Strategies

 

Fund:IA Clarington Target Click 2030 SrA
Category Placement:2020+ Target Date Portfolio

 

Fund:IG Putnam U.S. High Yield Income-C
Category Placement:High Yield Fixed Income

 

Fund:MLI AXA Rosenberg Global Equity Trust Fund
Category Placement:Global Equity

 

Fund:MLI BGI U.S. Equity Index Fund
Category Placement:U.S. Equity

 

Fund:MLI Brandywine International Equity Fund
Category Placement:International Equity

 

Fund:MLI Daily High Interest Fund
Category Placement:Miscellaneous

 

Fund:MLI FGP Small Cap Canadian Equity Fund
Category Placement:Canadian Small/Mid Cap Equity

 

Fund:MLI Focused International Stock Fund (Carnegie)
Category Placement:International Equity

 

Fund:MLI Greystone Balanced Fund
Category Placement:Canadian Neutral Balanced

 

Fund:MLI Greystone Canadian Equity Fund
Category Placement:Canadian Equity

 

Fund:MLI JPMorgan Global Intrepid Fund
Category Placement:Global Equity

 

Fund:MLI Pyramis Global Real Estate Fund
Category Placement:Real Estate Equity

 

Fund:MLI Scheer Rowlett Canadian Equity Fund
Category Placement:Canadian Equity Balanced

 

Fund:MLI Templeton Global Stock Trust Fund
Category Placement:Global Equity

 

Fund:MLI Trimark Global Balanced Fund
Category Placement:Global Equity Balanced

 

Fund:MLI U.S. Diversified Growth Equity Fund (Wellington)
Category Placement:U.S. Equity

 

Fund:Quadrus London Cap Glo Real Est-Q
Category Placement:Real Estate Equity

 

Fund:Quotential Diversified Income Portfolio Series A
Category Placement:Canadian Fixed Income Balanced

 

Fund:Sprott All Cap Fund Series A
Category Placement:Canadian Equity

 

Fund:Sprott Peak Oil Fund Class A
Category Placement:Natural Resources Equity

 

Fund:Templeton Global Income Fund Series A C$
Category Placement:Global Neutral Balanced