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 - Feb 26, 2009

Fund:Arrow Haroun Capital
Category Placement:Alternative Strategies

 

Fund:ASTRA Treasury
Category Placement:Canadian Short Term Fixed Income

 

Fund:CTI Palos Bond Fund (RRSP)
Category Placement:Alternative Strategies

 

Fund:Golden Opportunities Innovation Class
Category Placement:Retail Venture Capital

 

Fund:Guardian Canada Plus 130/30 Equity Fund
Category Placement:Alternative Strategies

 

Fund:Guardian Global 130/30 Equity Fund
Category Placement:Alternative Strategies

 

Fund:Guardian International 130/30 Equity Fund
Category Placement:Alternative Strategies

 

Fund:Guardian US 130/30 Equity Fund
Category Placement:Alternative Strategies

 

Fund:Hartford Balanced Growth Portfolio Class A
Category Placement:Global Equity Balanced

 

Fund:Hartford Balanced Portfolio Class A
Category Placement:Global Neutral Balanced

 

Fund:Hartford Conservative Portfolio Class A
Category Placement:Global Fixed Income Balanced

 

Fund:Hartford Growth Portfolio Class A
Category Placement:Global Equity Balanced

 

Fund:IA Canadian Equity (Highstreet)
Category Placement:Canadian Equity

 

Fund:IA Canadian Equity (Scheer Rowlett)
Category Placement:Canadian Equity

 

Fund:IA Global Equity (Artio)
Category Placement:Global Equity

 

Fund:IA Global Equity (AXA Rosenberg)
Category Placement:Global Equity

 

Fund:IA Global Equity (Hexavest)
Category Placement:Global Equity

 

Fund:IA International Equity (Artio)
Category Placement:International Equity

 

Fund:IA US Equity (Batterymarch)
Category Placement:US Equity

 

Fund:JOV Leon Frazer Preferred Equity Fund Class A
Category Placement:Canadian Dividend & Income Equity

 

Fund:La Capitale Aggressive Ind Acct - AGF
Category Placement:Global Equity

 

Fund:La Capitale Balanced Ind Acct - AGF
Category Placement:Global Neutral Balanced

 

Fund:La Capitale Conservative Ind Acct - AGF
Category Placement:Global Fixed Income Balanced

 

Fund:La Capitale Growth Ind Acct - AGF
Category Placement:Global Equity Balanced

 

Fund:La Capitale Moderate Ind Acct - AGF
Category Placement:Global Neutral Balanced

 

Fund:Lightwater Conservative Long/Short Fund Series A
Category Placement:Alternative Strategies

 

Fund:Mac Destination+ 2018 Fund Series A
Category Placement:2020 Target Date Portfolio

 

Fund:Mac Ivy American Class Series A C$
Category Placement:U.S. Equity

 

Fund:ROI Strategic Private Placement Fund Series A
Category Placement:Miscellaneous

 

Fund:Russell Extended Duration Fund Series A
Category Placement:Miscellaneous