New Fund Reviews

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 year:

2020

Jun

Results of New Fund Reviews – June 25, 2020

Fund: Arrow EC Income Advantage Alternative Fund Series A
Category Placement: Alternative Credit Focused

Fund: Canada Life Canadian Dividend Fund (Laketon) Q Series
Category Placement: Canadian Dividend & Income Equity

Fund: Canada Life Canadian Equity Fund (Beutel Goodman) Q Series
Category Placement: Canadian Equity

Fund: Canada Life Canadian Low Volatility Fund (London Capital) Q Series
Category Placement: Canadian Equity

Fund: Canada Life Canadian Value Fund (FGP) Q Series
Category Placement: Canadian Equity

Fund: Canada Life North American Specialty Fund Q Series
Category Placement: North American Equity

Fund: CI Global Longevity Economy Fund Series A
Category Placement: Global Equity

Fund: Fidelity Canadian Government Long Bond Index Multi-Asset Base Fund O C$
Category Placement: Canadian Long Term Fixed Income

Fund: Fidelity Canadian Momentum Index ETF (FCCM)
Category Placement: Canadian Equity

Fund: Fidelity Canadian Value Index ETF (FCCV)
Category Placement: Canadian Equity

Fund: Fidelity Global Investment Grade Bond ETF (FCIG) (FCIG)
Category Placement: Global Fixed Income

Fund: Fidelity Global Investment Grade Bond ETF Fund B C$
Category Placement: Global Fixed Income

Fund: Fidelity International Momentum Index ETF (FCIM)
Category Placement: International Equity

Fund: Fidelity International Value Index ETF (FCIV)
Category Placement: International Equity

Fund: Fidelity U.S. Momentum Currency Neutral Index ETF (FCMH) (FCMH)
Category Placement: U.S. Equity

Fund: Fidelity U.S. Momentum Index ETF (FCMO)
Category Placement: U.S. Equity

Fund: Fidelity U.S. Value Currency Neutral Index ETF (FCVH)
Category Placement: U.S. Equity

Fund: Fidelity U.S. Value Index ETF (FCUV)
Category Placement: U.S. Equity

Fund: Hamilton Australian Bank Equal-Weight Index ETF (HBA)
Category Placement: Financial Services Equity

Fund: Hamilton Canadian Bank Mean Reversion Index ETF (HCA)
Category Placement: Financial Services Equity

Fund: Hamilton Financials Innovation ETF (HFT)
Category Placement: Sector Equity

Fund: Hamilton Global Financials ETF (HFG)
Category Placement: Financial Services Equity

Fund: Hamilton U.S. Mid/Small-Cap Financials ETF (HUM)
Category Placement: Financial Services Equity

Fund: iProfile Portfolio – Global Equity Balanced Series TI
Category Placement: Global Equity Balanced

Fund: iProfile Portfolio – Global Equity Series I
Category Placement: Global Equity

Fund: iProfile Portfolio – Global Fixed Income Balanced Series I
Category Placement: Global Fixed Income Balanced

Fund: iProfile Portfolio – Global Neutral Balanced Series I
Category Placement: Global Neutral Balanced

Fund: Leith Wheeler Passive US Equity Fund Series A
Category Placement: U.S. Equity

Fund: Lysander-Canso Credit Opportunities Fund Series A
Category Placement: Alternative Credit Focused

Fund: Mackenzie Alternative Enhanced Yield Fund Series A
Category Placement: Alternative Credit Focused

Fund: Mackenzie US Mid Cap Opportunities Fund Series A
Category Placement: U.S. Small/Mid Cap Equity

Fund: Marret Diversified Opportunities Fund Class F
Category Placement: Alternative Credit Focused

Fund: Mawer EAFE Large Cap Fund Series A
Category Placement: International Equity

Fund: Rally Global Equities Impact Fund Series A
Category Placement: Global Small/Mid Cap Equity

Fund: RBC China Equity Fund Series A
Category Placement: Greater China Equity

Fund: Structured Payoff Strategies Pooled Fund
Category Placement: Alternative Equity Focused

Fund: Sun Core Advantage Credit Private Pool
Category Placement: Global Fixed Income

Fund: Sun Global Dividend Private Pool
Category Placement: Global Equity

Fund: Sun Global Tactical Yield Private Pool
Category Placement: Tactical Balanced

Fund: VCIM Short Duration Bond Fund Series O
Category Placement: Canadian Short Term Fixed Income

Fund: Wealthsimple Developed Markets ex North America Socially Responsible Index ETF (WSRD)
Category Placement: International Equity

Fund: Wealthsimple North America Socially Responsible Index ETF (WSRI)
Category Placement: North American Equity

May

Results of New Fund Reviews – May 29, 2020

Fund: BMO Concentrated Global Balanced GIF 100/100 Class A
Category Placement: Global Neutral Balanced

Fund: BMO Concentrated Global Equity GIF 75/100 Class A
Category Placement: Global Equity

Fund: BMO Low Volatility U.S. Equity ETF Fund Series A
Category Placement: U.S. Equity

Fund: BMO Principle Balanced Portfolio Series A
Category Placement: Global Neutral Balanced

Fund: BMO Principle Conservative Portfolio Series A
Category Placement: Global Fixed Income Balanced

Fund: BMO Principle Growth Portfolio Series A
Category Placement: Global Equity Balanced

Fund: BMO Principle Income Portfolio Series A
Category Placement: Global Fixed Income Balanced

Fund: BMO Sustainable Opportunities Canadian Equity Fund Series A
Category Placement: Canadian Equity

Fund: BMO Target Education 2040 Portfolio Series A
Category Placement: 2035+ Target Date Portfolio

Fund: BMO USD Balanced ETF Portfolio Series A
Category Placement: Global Neutral Balanced

Fund: BMO USD Conservative ETF Portfolio Series A
Category Placement: Global Fixed Income Balanced

Fund: BMO USD Income ETF Portfolio Series A
Category Placement: Global Fixed Income Balanced

Fund: Brompton Global Real Assets Dividend ETF – CAD Units (BREA)
Category Placement: Global Equity

Fund: Brompton North American Low Volatility Dividend ETF – CAD Units (BLOV)
Category Placement: North American Equity

Fund: CAN Gbl Bal Port (FID) 75/75
Category Placement: Global Neutral Balanced

Fund: CAN Gbl Equity (CG) 75/75
Category Placement: Global Equity

Fund: CAN Gbl Founders (BG) 75/75
Category Placement: Global Equity

Fund: CAN Gbl Growth Bal (MAC) 75/75
Category Placement: Global Equity Balanced

Fund: CAN Gbl Growth Eq (TRP) 75/75
Category Placement: Global Equity

Fund: CAN Gbl Grth Bal (TRP) 75/75
Category Placement: Global Neutral Balanced

Fund: CAN Gbl Income Por (FID) 75/75
Category Placement: Global Fixed Income Balanced

Fund: CAN Gbl Mult-Sec B (TRP) 75/75
Category Placement: Global Fixed Income

Fund: CAN Gbl Value Bal (BG) 75/75
Category Placement: Global Equity Balanced

Fund: Capital Group Monthly Income Portfolio (Canada) Series A
Category Placement: Global Neutral Balanced

Fund: CI Global Infrastructure Private Pool Series A
Category Placement: Global Infrastructure Equity

Fund: CI Global Real Asset Private Pool Series A
Category Placement: Global Equity

Fund: CI Global REIT Private Pool Series A
Category Placement: Real Estate Equity

Fund: CI Marret Alternative Enhanced Yield Fund Series A
Category Placement: Alternative Credit Focused

Fund: Desjardins RI Developed ex-USA ex-Canada Low CO2 Index ETF (DRMD)
Category Placement: International Equity

Fund: Desjardins RI Emerging Markets Low CO2 Index ETF (DRME)
Category Placement: Emerging Markets Equity

Fund: EdgePoint Income Portfolio Series A
Category Placement: Canadian Fixed Income Balanced

Fund: First Trust Cboe Vest U.S. Equity Buffer ETF – May Hedged Units (MAYB.F)
Category Placement: U.S. Equity

Fund: Franklin Global Aggregate Bond Fund Series A
Category Placement: Global Fixed Income

Fund: iA Canadian Bond Index (BlackRock)
Category Placement: Canadian Fixed income

Fund: iA Canadian Equity Index (BlackRock)
Category Placement: Canadian Equity

Fund: iA Fidelity ClearPath 2060
Category Placement: 2035+ Target Date Portfolio

Fund: iA Global Equity (PH&N)
Category Placement: Global Equity

Fund: iA U.S. Equity Index (C$-Hedged) (BlackRock)
Category Placement: U.S. Equity

Fund: Manulife Canadian Equity Class GIF Select Original 75 Series
Category Placement: Canadian Equity

Fund: Manulife Fundamental Balanced Class GIF Select Original 75 Series
Category Placement: Canadian Equity Balanced

Fund: Manulife Mawer U.S. Equity Private Segregated Pool – MPIP Segregated Pools (FE, NL)
Category Placement: U.S. Equity

Fund: Pembroke Concentrated Fund Class A Units
Category Placement: U.S. Small/Mid Cap Equity

Fund: TD Active Global Equity Growth ETF (TGGR)
Category Placement: Global Equity

Fund: TD Active Global Infrastructure Equity ETF (TINF)
Category Placement: Global Infrastructure Equity

Fund: TD Active U.S. Enhanced Dividend ETF (TUED)
Category Placement: U.S. Equity

Fund: TD Q Canadian Low Volatility ETF (TCLV)
Category Placement: Canadian Equity

Fund: TD Q U.S. Low Volatility ETF (TULV)
Category Placement: U.S. Equity

Fund: Vision Market Neutral Alternative Fund Class A
Category Placement: Alternative Market Neutral

Apr

Results of New Fund Reviews – Apr 23, 2020

Fund: Accelerate Arbitrage Fund (ARB)
Category Placement: Alternative Equity Focused

Fund: BonaVista Balanced Fund Series O
Category Placement: Canadian Neutral Balanced

Fund: BonaVista Canadian Equity Fund Series O
Category Placement: Canadian Equity

Fund: BonaVista Private Balanced Fund Series O
Category Placement: Canadian Neutral Balanced

Fund: Bradford Street Global Value Fund Series A
Category Placement: Global Equity

Fund: CanFirst IncomePlus Real Estate Fund
Category Placement: Miscellaneous – Income and Real Property

Fund: Canoe Defensive Global Balanced Fund Series A
Category Placement: Global Neutral Balanced

Fund: CC&L Q Global Small Cap
Category Placement: Global Small/Mid Cap Equity

Fund: CC&L Q International Small Cap
Category Placement: Global Small/Mid Cap Equity

Fund: Chorus II 100% Equity Growth Portfolio A
Category Placement: Global Equity

Fund: CI DoubleLine Core Plus Fixed Income US$ Fund Series AC$
Category Placement: Global Fixed Income

Fund: CI DoubleLine Income US$ Fund Series A C$
Category Placement: High Yield Fixed Income

Fund: CI DoubleLine Total Return Bond US$ Fund Series A C$
Category Placement: Global Fixed Income

Fund: Equiton Residential Income Fund Trust Class A
Category Placement: Miscellaneous – Income and Real Property

Fund: Foundation Wealth Diversifier Pool Class F
Category Placement: Miscellaneous – Other

Fund: Foundation Wealth Equity Pool Class F
Category Placement: Global Equity

Fund: Foundation Wealth Income Pool Class F
Category Placement: Global Fixed Income

Fund: Global Alpha International Micro Cap
Category Placement: Global Small/Mid Cap Equity

Fund: HSBC Canadian Short/Mid Bond Fund Investor Series
Category Placement: Canadian Fixed Income

Fund: iA Canadian Equity (Fiera Capital)
Category Placement: Canadian Equity

Fund: iShares ESG Advanced MSCI Canada Index ETF (XCSR)
Category Placement: Canadian Equity

Fund: iShares ESG Advanced MSCI EAFE Index ETF (XDSR)
Category Placement: International Equity

Fund: iShares ESG Advanced MSCI USA Index ETF (XUSR)
Category Placement: U.S. Equity

Fund: JPMorgan – IG U.S. Equity Long/Short Pool P
Category Placement: Alternative Equity Focused

Fund: Mackenzie – IG Canadian Corporate Bond Pool P
Category Placement: Canadian Corporate Fixed Income

Fund: Mackenzie – IG Canadian Equity Income Pool P
Category Placement: Canadian Equity Balanced

Fund: Mackenzie – IG Global Bond Pool P
Category Placement: Global Fixed Income

Fund: Mackenzie – IG Global Credit Opportunities Pool P
Category Placement: High Yield Fixed Income

Fund: Ninepoint 2020 Flow-Through National Class Limited Partnership Series A
Category Placement: Natural Resources Equity

Fund: Ninepoint 2020 Flow-Through Quebec Class Limited Partnership Series A
Category Placement: Natural Resources Equity

Fund: Ninepoint FX Strategy Fund Series A units
Category Placement: Alternative Other

Fund: NS Partners Global Equity
Category Placement: Global Equity

Fund: NS Partners Global Equity Focused
Category Placement: Global Equity

Fund: Portland Energy Opportunities Alternative Fund Series A
Category Placement: Alternative Equity Focused

Fund: Portland North American Alternative Fund Series A
Category Placement: Alternative Equity Focused

Fund: Purpose Structured Equity Yield Portfolio II Class A
Category Placement: North American Equity

Fund: RBC Canadian Preferred Share Fund Series O
Category Placement: Preferred Share Fixed Income

Fund: SocieTerra Moderate Portfolio A
Category Placement: Global Fixed Income Balanced

Fund: Wellington – IG Global Equity Hedge Pool P
Category Placement: Alternative Equity Focused

Mar

Results of New Fund Reviews – Mar 26, 2020

Fund: Anson North Star Trust Class F
Category Placement: Alternative Equity Focused

Fund: Compass Alternative Asset Fund Series C
Category Placement: Alternative Other

Fund: Compass Equity Fund Series C
Category Placement: Global Equity

Fund: Compass Income Fund Series C
Category Placement: Global Fixed Income

Fund: Corton Global Timber Fund II Series A
Category Placement: Sector Equity

Fund: Davinci Capital Alternative Income Fund Class F
Category Placement: Alternative Other

Fund: Dynamic Retirement Income+ Fund Series A
Category Placement: Alternative Equity Focused

Fund: EdgePoint Go West Portfolio Series W
Category Placement: Energy Equity

Fund: EdgePoint Variable Income Portfolio Series PF
Category Placement: Global Fixed Income Balanced

Fund: First Avenue Momentum Fund
Category Placement: Global Equity

Fund: First Trust Cboe Vest U.S. Equity Buffer ETF – February Units (FEBB)
Category Placement: U.S. Equity

Fund: Invesco S&P 500 ESG Index ETF (ESG)
Category Placement: U.S. Equity

Fund: KiWi Private Credit Fund LP Class I
Category Placement: Alternative Other

Fund: Mackenzie Global Small-Mid Cap Fund Series A
Category Placement: Global Small/Mid Cap Equity

Fund: Pacifica Partners Tactical Balanced Pool
Category Placement: Tactical Balanced

Fund: RBC Vision QUBE Fossil Fuel Free Low Vol Cdn Eqty Fd O
Category Placement: Canadian Equity

Fund: Sustainable Infrastructure Dividend Fund
Category Placement: Global Infrastructure Equity

Fund: T. Rowe Price Global Focused Growth Equity Pool
Category Placement: Global Equity

Fund: VPI Global Dividend Growth Pool – Series O
Category Placement: Global Equity

Feb

Results of New Fund Reviews – Feb 27, 2020

Fund: 1832 AM Investment Grade Canadian Corporate Bond Pool Series I
Category Placement: Canadian Corporate Fixed Income

Fund: Desjardins fin’l BlackRock LifePath 2060 Index
Category Placement: 2035+ Target Date Portfolio

Fund: Desjardins fin’l Fidelity PassageMD 2060
Category Placement: 2035+ Target Date Portfolio

Fund: Desjardins SocieTerra Diversity Fund A-Class units
Category Placement: Global Equity

Fund: Dynamic Active Global Infrastructure ETF (DXN)
Category Placement: Global Infrastructure Equity

Fund: Dynamic Active International Dividend ETF (DXW)
Category Placement: International Equity

Fund: Fidelity Absolute Return Fund Series B
Category Placement: Alternative Multi-Strategy

Fund: Fidelity Blue Chip Growth Institutional Trust
Category Placement: US Equity

Fund: Fidelity Canadian Corporate Bond Institutional Trust
Category Placement: Canadian Corporate Fixed Income

Fund: Fidelity Canadian Government Bond Index Institutional Trust
Category Placement: Canadian Fixed Income

Fund: Fidelity Large Cap Stock Institutional Trust
Category Placement: US Equity

Fund: Fidelity U.S. Small/Mid Cap Core Institutional Trust
Category Placement: US Small/Mid Cap Equity

Fund: Fidelity Value Discovery Institutional Trust
Category Placement: US Equity

Fund: Fieldhouse Oasis Growth Fund Class B
Category Placement: North American Equity

Fund: First Trust Cboe Vest U.S. Equity Buffer ETF – November Hedged Units (NOVB.F)
Category Placement: U.S. Equity

Fund: First Trust Cboe Vest U.S. Equity Deep Buffer ETF – February Units (FEBU)
Category Placement: U.S. Equity

Fund: GBC Corporate Bond Fund
Category Placement: Global Corporate Fixed Income

Fund: GBC Global Balanced Fund
Category Placement: Global Equity Balanced

Fund: Horizons Cash Maximizer ETF (HSAV)
Category Placement: Canadian Money Market

Fund: Horizons S&P/TSX Capped Composite Index ETF (HXCN)
Category Placement: Canadian Equity

Fund: Horizons US Large Cap Index ETF (HULC)
Category Placement: U.S. Equity

Fund: Jarislowsky, Fraser Fossil Fuel Free Bond Fund
Category Placement: Canadian Fixed Income

Fund: Jarislowsky, Fraser Fossil Fuel Free Canadian Equity Fund
Category Placement: Canadian Equity

Fund: Jarislowsky, Fraser Fossil Fuel Free Global Equity Fund
Category Placement: Global Equity

Fund: London Life BlackRock LifePath 2060
Category Placement: 2035+ Target Date Portfolio

Fund: London Life Canadian Core Plus Bond (Fidelity)
Category Placement: Canadian Fixed Income

Fund: London Life Canadian Core Plus Bond (Leith Wheeler)
Category Placement: Canadian Fixed Income

Fund: London Life Canadian Core Plus Bond (Phillips, Hager & North)
Category Placement: Canadian Fixed Income

Fund: London Life Core Plus Bond (CIBC)
Category Placement: Canadian Fixed Income

Fund: London Life Global Equity ( Mawer)
Category Placement: Global Equity

Fund: London Life Global Equity (Capital Group)
Category Placement: Global Equity

Fund: London Life Global Growth Equity (T Rowe Price)
Category Placement: Global Equity

Fund: London Life International Equity (Mawer)
Category Placement: International Equity

Fund: London Life International Equity (Templeton)
Category Placement: International Equity

Fund: NBI Global Private Equity ETF (NGPE)
Category Placement: Alternative Other

Fund: NBI High Yield Bond ETF (NHYB)
Category Placement: High Yield Fixed Income

Fund: NBI Sustainable Canadian Bond ETF (NSCB)
Category Placement: Canadian Fixed Income

Fund: NBI Sustainable Canadian Equity ETF (NSCE)
Category Placement: Canadian Equity

Fund: NBI Sustainable Global Equity ETF (NSGE)
Category Placement: Global Equity

Fund: Pender Bond Universe Fund Class A
Category Placement: Global Fixed Income

Fund: Pender Small/Mid Cap Dividend Fund Class A
Category Placement: Canadian Small/Mid Cap Equity

Fund: Phillips, Hager & North Alpha Plus Bond Fund
Category Placement: Canadian Fixed Income

Fund: PIMCO Managed Conservative Bond Pool Series A
Category Placement: Global Fixed Income

Fund: PIMCO Managed Core Bond Pool Series A
Category Placement: Global Fixed Income

Fund: RT Funds Real Estate Income Fund Series A1
Category Placement: Miscellaneous – Income and Real Property

Fund: Russell Investments Fixed Income Pool ETF Units (RIFI)
Category Placement: Canadian Fixed Income

Fund: Russell Investments Global Infrastructure Pool ETF Units (RIIN)
Category Placement: Global Infrastructure Equity

Fund: Russell Investments Global Unconstrained Bond Pool ETF Units (RIGU)
Category Placement: Global Fixed Income

Fund: Russell Investments Real Assets ETF Units (RIRA)
Category Placement: Miscellaneous – Income and Real Property

Fund: Scotia Emerging Markets Equity Fund Series I
Category Placement: Emerging Markets Equity

Fund: Scotia Private Canadian Core Bond Pool Pinnacle Series
Category Placement: Canadian Fixed Income

Fund: Sun Life Core Advantage Credit Private Pool Series A
Category Placement: Canadian Fixed Income

Fund: Sun Life Global Dividend Private Pool Series A
Category Placement: Global Equity

Fund: Sun Life Global Tactical Yield Private Pool Series A
Category Placement: Tactical Balanced

Fund: Venator Select Fund Class A
Category Placement: Alternative Equity Focused

Fund: Waypoint All Weather Alternative Fund Series F
Category Placement: Alternative Equity Focused

Jan

Results of New Fund Reviews – Jan 23, 2020

Fund: Algonquin Fixed Income 2.0 Fund Series A
Category Placement: Global Fixed Income

Fund: Black Creek Focus Fund
Category Placement: International Equity

Fund: Black Creek Global SMID Fund
Category Placement: Global Small/Mid Cap Equity

Fund: Black Creek International Focus Fund
Category Placement: International Equity

Fund: China AMC – IG China Equity Pool – Series P
Category Placement: Greater China Equity

Fund: CI Vantage Managed Payout Portfolio 1946 – 1948 Class A
Category Placement: Tactical Balanced

Fund: CI Vantage Managed Payout Portfolio 1949 – 1951 Class A
Category Placement: Tactical Balanced

Fund: CI Vantage Managed Payout Portfolio 1952 – 1954 Class A
Category Placement: Tactical Balanced

Fund: CI Vantage Managed Payout Portfolio 1955 – 1957 Class A
Category Placement: Tactical Balanced

Fund: CI Vantage Managed Payout Portfolio 1958 – 1960 Class A
Category Placement: Tactical Balanced

Fund: CI Vantage Managed RRSP/RRIF Payout Portfolio 1946 – 1948 Class A
Category Placement: Tactical Balanced

Fund: CI Vantage Managed RRSP/RRIF Payout Portfolio 1949 – 1951 Class A
Category Placement: Tactical Balanced

Fund: CI Vantage Managed RRSP/RRIF Payout Portfolio 1952 – 1954 Class A
Category Placement: Tactical Balanced

Fund: CI Vantage Managed RRSP/RRIF Payout Portfolio 1955 – 1957 Class A
Category Placement: Tactical Balanced

Fund: CI Vantage Managed RRSP/RRIF Payout Portfolio 1958 – 1960 Class A
Category Placement: Tactical Balanced

Fund: CIBC Flexible Yield ETF (CAD-Hedged) (CFLX)
Category Placement: High Yield Fixed Income

Fund: DKAM Boosted AI Quant Fund Class 1 Series A
Category Placement: Alternative Equity Focused

Fund: Dynamic Liquid Alternatives Private Pool Series A
Category Placement: Alternative Multi-Strategy

Fund: Fidelity Canadian Monthly High Income ETF (FCMI)
Category Placement: Canadian Neutral Balanced

Fund: Fidelity Canadian Monthly High Income ETF Fund Series B
Category Placement: Canadian Neutral Balanced

Fund: Fidelity Global Monthly High Income ETF (FCGI)
Category Placement: Global Neutral Balanced

Fund: Fidelity Global Monthly High Income ETF Fund Series B
Category Placement: Global Neutral Balanced

Fund: Fidelity U.S. Growth Opportunities Class Series A
Category Placement: U.S. Equity

Fund: Fidelity U.S. Growth Opportunities Investment Trust Series O
Category Placement: U.S. Equity

Fund: Fidelity U.S. Growth Opportunities Systematic Currency Hedged Class Series A
Category Placement: U.S. Equity

Fund: Franklin Global Real Assets Fund Series O
Category Placement: Alternative Other

Fund: Harvest US Investment Grade Bond Plus ETF (HUIB)
Category Placement: Global Corporate Fixed Income

Fund: IG Blackrock International Equity Fund Series U
Category Placement: International Equity

Fund: Irish Life – IG Low Volatility Global Equity Pool – Series P
Category Placement: Global Equity

Fund: Mackenzie – IG Low Volatility Canadian Equity Pool – Series P
Category Placement: Canadian Equity

Fund: RBC Fundamental Minimum Volatility Canadian Equity Fund Series O
Category Placement: Canadian Equity

Fund: Rivemont Alpha Fund Series A
Category Placement: Alternative Equity Focused

Fund: Terra 2019 Short-Term Flow-Through Limited Partnership Class A
Category Placement: Natural Resources Equity

Fund: Vanguard Global Aggregate Bond Index ETF (CAD-hedged) (VGAB)
Category Placement: Global Fixed Income

Fund: Yorkville Private Equity LP Class A
Category Placement: Alternative Other