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 - Jun 24, 2010

Fund:BMO Aggressive Growth ETF Portfolio
Category Placement:Global Equity

 

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

 

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

 

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

 

Fund:Criterion REIT Income Fund
Category Placement:Real Estate Equity

 

Fund:DFS Desjardins American Equity Grth
Category Placement:U.S. Equity

 

Fund:DFS Desjardins American Equity Val
Category Placement:U.S. Equity

 

Fund:DFS Desjardins Canadian Bond
Category Placement:Canadian Fixed Income

 

Fund:DFS Desjardins Canadian Equity Gr
Category Placement:Canadian Equity

 

Fund:DFS Desjardins Canadian Equity Val
Category Placement:Canadian Equity

 

Fund:DFS Desjardins Completion Invsts
Category Placement:Miscellaneous

 

Fund:DFS Desjardins Enhanced Bond
Category Placement:Canadian Fixed Income

 

Fund:DFS Desjardins Global Small Cap Eq
Category Placement:Global Small/Mid Cap Equity

 

Fund:DFS Desjardins Overseas Equity Grth
Category Placement:International Equity

 

Fund:DFS Desjardins Overseas Equity Val
Category Placement:International Equity

 

Fund:DFS Desjardins Short Term Income
Category Placement:Canadian Short Term Fixed Income

 

Fund:Fiera Diversified
Category Placement:Miscellaneous

 

Fund:Front Street Strategic Yield Fund
Category Placement:Alternative Strategies

 

Fund:Man Canada Alternative Strategies Fund
Category Placement:Alternative Strategies

 

Fund:NexGen Turtle Canadian Balanced Reg
Category Placement:Canadian Neutral Balanced

 

Fund:NexGen Turtle Canadian Equity Reg
Category Placement:Canadian Equity

 

Fund:Norrep Entrepreneurs Cl-A
Category Placement:Canadian Small or Mid Cap Equity

 

Fund:O'Leary Advantaged Tactical Global Corporate Bond
Category Placement:Global Fixed Income

 

Fund:PH&N U.S. Multi-Style All-Cap Equity Fund
Category Placement:U.S. Equity

 

Fund:Picton Mahoney Diversified Strategies Fund
Category Placement:Alternative Strategies

 

Fund:Sentry Select Global Infrastructure Class A
Category Placement:Deffered

 

Fund:Sentry Tactical Bond Capital Yield
Category Placement:High Yield Fixed Income

 

Fund:Sentry Tactical Bond Fund
Category Placement:High Yield Fixed Income

 

Fund:SMC Man AHL Alpha Fund
Category Placement:Alternative Strategies

 

Fund:Sprott Private Credit Fund LP
Category Placement:Alternative Strategies