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 Dec2009
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec2008
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov DecResults of New Fund Reviews - Jan 22, 2009
| Fund: | Adamos Capital Management Glb Vol Fd |
| Category Placement: | Alternative Strategies |
| Fund: | AGF Dollar Cost Averaging |
| Category Placement: | Canadian Short Term Fixed Income |
| Fund: | Ark Catapult Energy Class |
| Category Placement: | Natural Resources Equity |
| Fund: | Bissett Focus Balanced |
| Category Placement: | Canadian Neutral Balanced |
| Fund: | BMO LifeStage Plus 2022 |
| Category Placement: | 2020+ Target Date Portfolio |
| Fund: | BMO LifeStage Plus 2026 |
| Category Placement: | 2020+ Target Date Portfolio |
| Fund: | Counsel Canadian Dividend |
| Category Placement: | Canadian Dividend & Income Equity |
| Fund: | Counsel Canadian Growth |
| Category Placement: | Canadian Equity |
| Fund: | Counsel Canadian Value |
| Category Placement: | Canadian Equity |
| Fund: | Counsel Global Real Estate Series |
| Category Placement: | Real Estate Equity |
| Fund: | Counsel International Growth |
| Category Placement: | International Equity |
| Fund: | Counsel International Value |
| Category Placement: | International Equity |
| Fund: | Counsel U.S. Growth |
| Category Placement: | U.S. Equity |
| Fund: | Counsel U.S. Value |
| Category Placement: | U.S. Equity |
| Fund: | Desjardins Dividend Growth |
| Category Placement: | Canadian Dividend & Income Equity |
| Fund: | DFA Investment Grade Fixed Income |
| Category Placement: | Global Fixed Income |
| Fund: | Dynamic Aurion Canadian Equity Class |
| Category Placement: | Canadian Equity |
| Fund: | Dynamic Aurion Tactical Balanced Class |
| Category Placement: | Tactical Balanced |
| Fund: | Excel Latin America |
| Category Placement: | Miscellaneous |
| Fund: | Fidelity Balanced Income Private Pool |
| Category Placement: | Global Neutral Balanced |
| Fund: | Fidelity Balanced Private Pool |
| Category Placement: | Global Neutral Balanced |
| Fund: | Fidelity Canadian Concentrated Equ Private Pl |
| Category Placement: | Canadian Equity |
| Fund: | Fidelity Canadian Equity Private Pool |
| Category Placement: | Canadian Equity |
| Fund: | Fidelity Global Equity Private Pool |
| Category Placement: | Global Equity |
| Fund: | Fidelity International Equity Private Pool |
| Category Placement: | International Equity |
| Fund: | Fidelity Premium Fixed Income Private Pool |
| Category Placement: | Canadian Fixed Income |
| Fund: | Fidelity U.S. 130/30 Private Pool |
| Category Placement: | Alternative Strategies |
| Fund: | Fidelity U.S. Equity Private Pool |
| Category Placement: | U.S. Equity |
| Fund: | First Asset CanBanc Split Corp Class |
| Category Placement: | Miscellaneous |
| Fund: | FNSSC - Multi Manager Fund |
| Category Placement: | Canadian Focused Small/Mid Cap Equity |
| Fund: | Franklin Templeton Global Blend |
| Category Placement: | Global Neutral Balanced |
| Fund: | Hartford Balanced Growth Portfolio |
| Category Placement: | Global Neutral Balanced |
| Fund: | Horizons AlphaPro S&P/TSX 60 ETF |
| Category Placement: | Canadian Equity |
| Fund: | Lycos Value Fund |
| Category Placement: | Miscellaneous |
| Fund: | Manulife Dollar-Cost Averaging |
| Category Placement: | Miscellaneous |
| Fund: | Phillips, Hager & North Absolute Return |
| Category Placement: | Alternative Strategies |
| Fund: | Scotia INNOVA Balanced Growth Portfolio |
| Category Placement: | Global Neutral Balanced |
| Fund: | Scotia INNOVA Balanced Income Portfolio |
| Category Placement: | Global Fixed Income Balanced |
| Fund: | Scotia INNOVA Growth Portfolio |
| Category Placement: | Global Equity Balanced |
| Fund: | Scotia INNOVA Income Portfolio |
| Category Placement: | Global Fixed Income Balanced |
| Fund: | Scotia INNOVA Maximum Growth Portfolio |
| Category Placement: | Global Equity |
| Fund: | SocieTerra Balanced Portfolio |
| Category Placement: | Canadian Neutral Balanced |
| Fund: | SocieTerra Growth Plus Portfolio |
| Category Placement: | Global Equity Balanced |
| Fund: | SocieTerra Secure Market Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
| Fund: | Solutions 21 Whitby Limited Partnership |
| Category Placement: | Alternative Strategies |
| Fund: | Standard Life SI Id Div Grth & In P 100 |
| Category Placement: | Global Neutral Balanced |
| Fund: | Standard Life SI Id Fidelity C Bal 100 |
| Category Placement: | Canadian Neutral Balanced |
| Fund: | Standard Life SI Id Fidelity Ca AA 100 |
| Category Placement: | Canadian Equity Balanced |
| Fund: | Standard Life SI Id Fidelity Glo AA 100 |
| Category Placement: | Global Equity Balanced |
| Fund: | Standard Life SI Id FT Quot Bal G P 100 |
| Category Placement: | Global Neutral Balanced |
| Fund: | Standard Life SI Id FT Quot Bal I P 100 |
| Category Placement: | Canadian Neutral Balanced |
| Fund: | Standard Life SI Id FT Quot Div I P 100 |
| Category Placement: | Canadian Fixed Income Balanced |
| Fund: | Standard Life SI Id FT Quot Gl Ba P 100 |
| Category Placement: | Global Equity Balanced |
| Fund: | Standard Life SI Id FT Quot Grth P 100 |
| Category Placement: | Global Equity Balanced |
| Fund: | Standard Life SI Id LP Bal Grth Pf 100 |
| Category Placement: | Global Neutral Balanced |
| Fund: | Standard Life SI Id LP Bal Inc Pf 100 |
| Category Placement: | Global Fixed Income Balanced |
| Fund: | Standard Life SI Id LP Bal Pf 100 |
| Category Placement: | Global Neutral Balanced |
| Fund: | Standard Life SI Id LP LT Grth Pf 100 |
| Category Placement: | Global Equity Balanced |
| Fund: | Standard Life SI Id Russell Div In 100 |
| Category Placement: | Global Neutral Balanced |
| Fund: | Standard Life SI Id Russell Ret Es 100 |
| Category Placement: | Global Fixed Income Balanced |
| Fund: | Standard Life SI Id Sel Div G & I P 100 |
| Category Placement: | Global Neutral Balanced |
| Fund: | Standard Life SI Id Sel Global P 100 |
| Category Placement: | Global Equity |
| Fund: | Standard Life SI Id Templet Glo Inc 100 |
| Category Placement: | Global Neutral Balanced |
| Fund: | Standard Life SI Id Trimark Glo Bal 100 |
| Category Placement: | Global Equity Balanced |
| Fund: | Standard Life SI Ideal AIM Cdn Bal 100 |
| Category Placement: | Canadian Neutral Balanced |
| Fund: | Standard Life SI Ideal Global Port 100 |
| Category Placement: | Global Equity |
| Fund: | Standard Life SI Ideal Sel Agg Port 100 |
| Category Placement: | Global Equity Balanced |
| Fund: | Standard Life SI Ideal Sel Cons Pf 100 |
| Category Placement: | Canadian Fixed Income Balanced |
| Fund: | Standard Life SI Ideal Sel Grth Pf 100 |
| Category Placement: | Global Equity Balanced |
| Fund: | Standard Life SI Ideal Sel Mod Port 100 |
| Category Placement: | Standard Life SI Ideal Sel Mod Port 100 |
| Fund: | Standard Life SI Ideal Trimark Bal 100 |
| Category Placement: | Canadian Equity Balanced |
| Fund: | Stone & Co. Flagship Growth & Income Fund Can AA |
| Category Placement: | Canadian Neutral Balanced |
| Fund: | Working Opp Commercialization 09 |
| Category Placement: | Retail Venture Capital |