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

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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 - Nov 27, 2008

Fund:Arrow Tetra US Long/Short Fund Class A
Category Placement:Alternative Strategies

 

Fund:BMO Global Energy Class
Category Placement:Natural Resources Equity

 

Fund:BMO International Value Class
Category Placement:International Equity

 

Fund:BMO LifeStage Plus 2017
Category Placement:2020 Target Date Portfolio

 

Fund:BMO NB International Equity
Category Placement:International Equity

 

Fund:BMO SelectClass Agg Growth Port
Category Placement:Global Equity Balanced

 

Fund:BMO SelectClass Balanced Portfolio
Category Placement:Global Neutral Balanced

 

Fund:BMO SelectClass Growth Portfolio
Category Placement:Global Equity Balanced

 

Fund:BMO SelectClass Security Portfolio
Category Placement:Global Fixed Income Balanced

 

Fund:BMO Sustainable Climate Class
Category Placement:Miscellaneous

 

Fund:BMO Sustainable Opportunities Class
Category Placement:Global Equity

 

Fund:Desjardins Fn Pl Barclays LongBdIdx
Category Placement:Canadian Long Term Fixed Income

 

Fund:Desjardins Fn Pl Barclays U.S.EqIdx
Category Placement:U.S. Equity

 

Fund:EdgePoint Canadian Growth & Income Portfolio
Category Placement:Canadian Equity Balanced

 

Fund:EdgePoint Canadian Portfolio
Category Placement:Canadian Equity

 

Fund:EdgePoint Global Growth & Income Portfolio
Category Placement:Global Equity Balanced

 

Fund:EdgePoint Global Portfolio
Category Placement:Global Equity

 

Fund:iShares Alternatives Completion Portfolio Builder
Category Placement:Miscellaneous

 

Fund:iShares Conservative Core Portfolio Builder Fund
Category Placement:Global Fixed Income Balanced

 

Fund:iShares Global Completion Portfolio Builder Fund
Category Placement:Miscellaneous

 

Fund:iShares Growth Core Portfolio Builder Fund
Category Placement:Global Neutral Balanced

 

Fund:Jones Heward Canadian Small Cap Equity Pooled Fund
Category Placement:Canadian Small/Mid Cap Equity

 

Fund:Mac Universal Africa & Mid East Cl A
Category Placement:Miscellaneous

 

Fund:O'Leary Global Infrastructure Fund
Category Placement:Miscellaneous

 

Fund:Symmetry One Balanced Portfolio
Category Placement:Global Neutral Balanced

 

Fund:Symmetry One Conservative Portfolio
Category Placement:Global Fixed Income Balanced

 

Fund:Symmetry One Growth Portfolio
Category Placement:Global Equity Balanced

 

Fund:Symmetry One Moderate Growth Port
Category Placement:Global Equity Balanced

 

Fund:Symmetry One Reg Balanced Portfolio
Category Placement:Global Neutral Balanced

 

Fund:Symmetry One Reg Conservative Port
Category Placement:Global Fixed Income Balanced

 

Fund:Symmetry One Reg Growth Portfolio
Category Placement:Global Equity Balanced

 

Fund:Symmetry One Reg Moderate Growth Pt
Category Placement:Global Equity Balanced