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 - May 28, 2009

Fund:Caldwell High Income Equity Fund
Category Placement:Canadian Dividend & Income Equity

 

Fund:DKAM Capital Ideas LP
Category Placement:Alternative Strategies

 

Fund:Exemplar Diversified Portfolio A
Category Placement:Alternative Strategies

 

Fund:First Asset - Preferred Share Investment Trust
Category Placement:Miscellaneous

 

Fund:GrowthWorks Canadian Fund (CMDF 618)
Category Placement:Retail Venture Capital

 

Fund:GrowthWorks Canadian Fund (CMDF 619)
Category Placement:Retail Venture Capital

 

Fund:Manulife International Equity Index Fund Series O
Category Placement:International Equity

 

Fund:Manulife International Large Cap Class Series O
Category Placement:International Equity

 

Fund:Middlefield Global Agriculture Class
Category Placement:Miscellaneous

 

Fund:Omega Global Opportunities Fund Series A
Category Placement:Global Equity

 

Fund:Pembroke Canadian Growth
Category Placement:Canadian Small/Mid Cap Equity

 

Fund:Pembroke US Growth
Category Placement:U.S. Small/Mid Cap Equity