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 - Dec 18, 2009

Fund:Acorn Diversified Trust
Category Placement:Alternative Strategies

 

Fund:CCL North American Financials Capital Securitites Trust
Category Placement:Miscellaneous

 

Fund:Ethical Select Canadian Balanced Portfolio
Category Placement:Canadian Equity Balanced

 

Fund:HAP Income Plus-A
Category Placement:Alternative Strategies

 

Fund:Horizons AlphaPro Seasonal Rotation ETF
Category Placement:Alternative Strategies

 

Fund:IA Ecxtra Canadian Balanced (QV)
Category Placement:Canadian Neutral Balanced

 

Fund:IA Ecxtra Global Equity
Category Placement:Global Equity

 

Fund:IA Ecxtra International Equity
Category Placement:International Equity

 

Fund:IA Ecxtra U.S. Equity
Category Placement:U.S. Equity

 

Fund:IA Ecxtra U.S. Equity (Sarbit)
Category Placement:U.S. Equity

 

Fund:Man Canada AHL DP Investment
Category Placement:Alternative Strategies

 

Fund:Tapestry Balanced Growth Private Portfolio Corporate Class-A
Category Placement:Alternative Strategies

 

Fund:Tapestry Balanced Income Private Portfolio Corporate Class-A
Category Placement:Alternative Strategies

 

Fund:Tapestry Diversified Income Private Portfolio Corporate Class-A
Category Placement:Alternative Strategies

 

Fund:Tapestry Global Balanced Private Portfolio Corporate Class-A
Category Placement:Alternative Strategies

 

Fund:Tapestry Global Growth Private Portfolio Corporate Class-A
Category Placement:Alternative Strategies

 

Fund:Tapestry Growth Private Portfolio Corporate Class-A
Category Placement:Alternative Strategies