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).

2010

Dec

Results of New Fund Reviews – Dec 16, 2010

Fund: ASTRA Jefferies Commodity
Category Placement: Miscellaneous – Other

Fund: ASTRA Lazard Global Small Cap Equity
Category Placement: Global Small/Mid Cap Equity

Fund: CI Income Advantage Fund
Category Placement: Canadian Fixed Income Balanced

Fund: Equitable Life Mackenzie Saxon Bal
Category Placement: Canadian Equity Balanced

Fund: Franklin Templeton 2020 Conservative Portfolio
Category Placement:  2020 Target Date Portfolio

Fund: Franklin Templeton 2020 Growth Portfolio
Category Placement: 2020 Target Date Portfolio

Fund: Franklin Templeton 2020 Moderate Portfolio
Category Placement: 2020 Target Date Portfolio

Fund: Franklin Templeton 2030 Conservative Portfolio
Category Placement: 2020 Target Date Portfolio

Fund: Franklin Templeton 2030 Growth Portfolio
Category Placement: 2020+ Target Date Portfolio

Fund: Franklin Templeton 2030 Moderate Portfolio
Category Placement: 2020+ Target Date Portfolio

Fund: Franklin Templeton 2040 Conservative Portfolio
Category Placement: 2020+ Target Date Portfolio

Fund: Franklin Templeton 2040 Growth Portfolio
Category Placement: 2020+ Target Date Portfolio

Fund: Franklin Templeton 2040 Moderate Portfolio
Category Placement: 2020+ Target Date Portfolio

Fund: Franklin Templeton Retirement Portfolio
Category Placement: Global Neutral Balanced

Fund: Horizons AlphaPro Preferred Share ETF
Category Placement: Canadian Dividend & Income Equity

Fund: Horizons BetaPro S&P 500 C$ – Hedged ETF
Category Placement: U.S. Equity

Fund: Pender Balanced
Category Placement: Global Equity Balanced

Fund: Pender Canadian Dividend
Category Placement: Canadian Dividend and Income Equity

Fund: Pender Canadian Dividend Fund
Category Placement: Canadian Dividend & Income Equity

Fund: Pro FTSE NA Dividend Index Fund
Category Placement: Canadian Dividend & Income Equity

Fund: Qwest Inflation – Deflation Trend
Category Placement: Tactical Balanced

Nov

Results of New Fund Reviews – Nov 25, 2010

Fund: AGF Emerging Markets Balanced Fund
Category Placement: Global Neutral Balanced

Fund: AGF Emerging Markets Bond Fund
Category Placement: High Yield Fixed Income

Fund: BMO Asset Management Canadian Long-bond Alpha Fund
Category Placement: Alternative Strategies

Fund: BMO Asset Management Canadian Pure Alpha Fund
Category Placement: Alternative Strategies

Fund: Counsel Managed Yield Portfolio
Category Placement: Canadian Fixed income Balanced

Fund: Excel EM Capital Income Series A
Category Placement: High Yield Fixed Income

Fund: Excel EM High Income Series A
Category Placement: High Yield Fixed Income

Fund: Excel Emerging Markets Series A
Category Placement: Emerging Markets Equity

Fund: iShares S&P/TSX N.A. Preferred Stock Index (CAD – Hedged)
Category Placement: North American Equity

Fund: Leith Wheeler International Equity Plus Series B
Category Placement: International Equity

Fund: Lions Diversified Strategies
Category Placement: Alternative Strategies

Fund: Mac Founders Global Equity Class A
Category Placement: Global Equity

Fund: MFC Global Investment Management Pooled International Fixed Income Fund
Category Placement: Global Fixed Income

Fund: O’Leary Strategic Yield Class Founders Series
Category Placement: Global Equity Balanced

Fund: Pinnacle Emerging Markets Equity Fund
Category Placement: Emerging markets Equity

Fund: Professionals’ Equity World Trends
Category Placement: Global Equity

Fund: Professionals’ Retirement Balanced
Category Placement: Canadian Fixed income Balanced

Fund: RCM Opportunities Fund
Category Placement: Alternative Strategies

Fund: SunWise Elite CI PSS e100 portfolio
Category Placement: Global Equity

Fund: SunWise Elite CI PSS i40E60 Portfolio
Category Placement: Global Equity Balanced

Fund: SunWise Elite CI PSS i60e40 Portfolio
Category Placement: Global Neutral Balanced

Oct

Results of New Fund Reviews – Oct 28, 2010

Fund: Beutel Goodman Global Dividend Fund
Category Placement: Global Equity

Fund: Beutel Goodman Short-Term Bond
Category Placement: Canadian Short Term Fixed Income

Fund: Bissett Canadian Short Term Bond Yield
Category Placement: Canadian Short Term Fixed Income

Fund: CDN Financials Equity-Linked S2
Category Placement: Miscellaneous – Other

Fund: CIBC Total Premium Yield S45
Category Placement: Miscellaneous – Other

Fund: Claymore Broad Commodity ETF
Category Placement: Miscellaneous – Commodity

Fund: Hillsdale Enhanced Income – A
Category Placement: Alternative Strategy

Fund: iShares DEX HYBrid Bond Index Fund
Category Placement: Canadian Fixed Income

Fund: Legg Mason WA Cdn Core Pl Long Bond
Category Placement: Canadian Long Term Fixed Income

Fund: Legg Mason WA Cdn Core Plus Bond
Category Placement: Canadian Fixed Income

Fund: National Bank Jarislowsky Fraser Select Balanced Fund
Category Placement: Canadian Equity Balanced

Fund: National Bank Jarislowsky Fraser Select Canadian Equity Fund
Category Placement: Canadian Equity

Fund: National Bank Jarislowsky Fraser Select Income Fund
Category Placement: Canadian Fixed Income Balanced

Fund: RBC High Yield Bond Fund
Category Placement: High Yield Fixed Income

Fund: RBC Monthly Income Bond Fund
Category Placement: Canadian Fixed Income

Fund: Renaissance Global Real Estate Fund
Category Placement: Real Estate Equity

Fund: Russell Enhanced Canadian Growth & Income
Category Placement: Canadian Neutral Balanced

Fund: Sun Life Milestone Global Equity Fund
Category Placement: Global Equity

Fund: SunWise Ess CI American Value Seg Bundle
Category Placement: Global Equity Balanced

Fund: SunWise Ess CI Cambridge Diversified Bundle
Category Placement: Global Equity Balanced

Fund: SunWise Ess CI Cdn Investment Bundle
Category Placement: Canadian Equity Balanced

Fund: SunWise Ess CI Global Segregated Bundle
Category Placement: Global Equity Balanced

Fund: SunWise Ess CI Global Value Seg Bundle Inv Class
Category Placement: Global Equity Balanced

Fund: SunWise Ess CI  International Value Bundle
Category Placement: Global Equity Balanced

Sep

Results of New Fund Reviews – Sept 23, 2010

Fund: Barometer Tactical ETF Pool
Category Placement: Alternative Strategies

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

Fund: Desjardins Financial Greystone Balanced
Category Placement: Canadian Neutral Balanced

Fund: Excel EM Debt Fund
Category Placement: Miscellaneous – Income and Real Property

Fund: Excel EM Tax-Efficient Income Fund
Category Placement: Miscellaneous – Income and Real Property

Fund: Excel Emerging Markets
Category Placement: Emerging Markets Equity

Fund: Fidelity Corporate Bond Capital Yield
Category Placement: Canadian Fixed Income

Fund: Fidelity Corporate Bond Fund
Category Placement: Canadian Fixed income

Fund: Fidelity Premium Fixed Income Capital Yield
Category Placement: Canadian Fixed Income

Fund: Fiera Canadian Bond – Ethical
Category Placement: Canadian Fixed Income

Fund: Fiera International Equity
Category Placement: International Equity

Fund: GrowthWorks Commercialization 511
Category Placement: Retail Venture Capital

Fund: Horizons BetaPro S&P/TSX 60 Index ETF
Category Placement: Canadian Equity

Fund: HSBC Emerging Markets Pooled Fund
Category Placement: Emerging Markets Equity

Fund: Investment Partners
Category Placement: Canadian Equity

Fund: Natcan Corporate Universe Bond
Category Placement: Canadian Fixed Income

Fund: Northwest Tactical Yield
Category Placement: Tactical Balanced

Fund: Scotia Canadian Dividend Income
Category Placement: Canadian Equity Balanced

Fund: Select Income Advantage Managed Corporate Class
Category Placement: Canadian Fixed Income Balanced

Fund: Sun Life MFS Global Growth Fund
Category Placement: Global Equity

Fund: Sun Life MFS Global Total Return Fund
Category Placement: Global Neutral Balanced

Fund: Sun Life MFS Global Value Fund
Category Placement: Global Equity

Fund: Sun Life MFS International Growth Fund
Category Placement: International Equity

Fund: Sun Life MFS International Value Fund
Category Placement: International Equity

Fund: Sun Life MFS U.S. Growth Fund
Category Placement: U.S. Equity

Fund: Sun Life MFS U.S. Value Fund
Category Placement: U.S. Equity

Fund:  Sun Life Milestone 2020 Fund
Category Placement:  2020 Target Date Portfolio

Fund: Sun Life Milestone 2025 Fund
Category Placement: 2020+ Target Date Portfolio

Fund: Sun Life Money Market Fund
Category Placement: Canadian Money Market

Fund: Sun Life Milestone 2030 Fund
Category Placement: 2020+ Target Date Portfolio

Fund: Sun Life Milestone 2025 Fund
Category Placement: 2020+ Target Date Portfolio

Aug

Results of New Fund Reviews – Aug 26, 2010

Fund: Arrow Burlington Capital Fund
Category Placement: Alternative Strategies

Fund: Brandes Sionna Canadian Equity Fund
Category Placement: Canadian Focused Equity

Fund: CI Signature Select Global
Category Placement: Global Equity

Fund: Claymore China ETF
Category Placement: Greater China Equity

Fund: Dynamic Aurion Total Return Bond Fund
Category Placement: Canadian Fixed Income

Fund: Dynamic Emerging Markets Class
Category Placement: Emerging Markets Equity

Fund: Dynamic Emerging Markets Class Series A
Category Placement: Emerging Markets Equity

Fund: Excel Emerging Markets Fund
Category Placement: Emerging Markets Equity

Fund: HAP Balanced ETF
Category Placement: Canadian Equity Balanced

Fund: Horizons AlphaPro Glo Dividend ETF
Category Placement: Global Equity

Fund: IA Clarington Global Tactical Income Class
Category Placement: Global Neutral Balanced

Fund: IA Clarington Tactical Bond Fund
Category Placement: Canadian Fixed Income

Fund: London Capital Diversified Income  Fund Quadrus Ser
Category Placement: Canadian Neutral Balanced

Fund: Mac All-Sector Canadian Balanced Fund
Category Placement: Canadian Equity Balanced

Fund: Manulife Canadian Balanced Fund
Category Placement: Canadian Neutral Balanced

Fund: Manulife Canadian Opportunities Fund
Category Placement: Canadian Focused Equity

Fund: Manulife Floating Rate Income Fund
Category Placement: Miscellaneous – Income and Real Property

Fund: Manulife Retirement Date 2010 Fund
Category Placement: 2010 Target Date Portfolio

Fund: Manulife Retirement Date 2015 Fund
Category Placement: 2015 Target Date Portfolio

Fund: Manulife Retirement Date 2020 Fund
Category Placement: 2020 Target Date Portfolio

Fund: Manulife Retirement Date 2025 Fund
Category Placement: 2020+ Target Date Portfolio

Fund: Manulife Retirement Date 2030 Fund
Category Placement: 2020+ Target Date Portfolio

Fund: Manulife Retirement Date 2035 Fund
Category Placement: 2020+ Target Date Portfolio

Fund: Manulife Retirement Date 2040 Fund
Category Placement: 2020+ Target Date Portfolio

Fund: Manulife Retirement Date 2045 Fund
Category Placement: 2020+ Target Date Portfolio

Fund: Manulife Retirement Date 2050 Fund
Category Placement: 2020+ Target Date Portfolio

Fund: Manulife Short Term Bond Fund
Category Placement: Canadian Short Term Fixed Income

Fund: Matrix International Balanced Fund
Category Placement: Global Fixed Income Balanced

Fund: Matrix International Income Balanced Fund
Category Placement: Global Fixed income Balanced

Fund: Matrix U.S. Equity Fund Corporate Class
Category Placement: U.S. Equity

Fund: Navina Global Resource Fund
Category Placement: Natural Resources Equity

Fund: PowerShares Tactical Bond Capital Yield Class
Category Placement: Canadian Fixed Income

Fund: PowerShares Tactical Bond Fund
Category Placement: Canadian Fixed income

Fund: PowerShares Tactical Cdn Asset Allocation
Category Placement: Tactical Balanced

Fund: RBC Emerging Markets Bond Fund
Category Placement: Miscellaneous – Income and Real Property

Fund: Salida Wealth Preservation Fund
Category Placement: Alternative Strategies

Fund: Scotia Canadian Dividend Income
Category Placement: Canadian Dividend & Income Equity

Fund: Scotia Global Balanced
Category Placement: Global Neutral Balanced

Fund: Scotia Global Dividend
Category Placement: Global Equity

Fund: Scotia Partners Diversified Income Port
Category Placement: Global Fixed Income Balanced

Fund: Signature Select Global Fund
Category Placement: Global Equity

Fund: Sprott Absolute Return Income Fund
Category Placement: Alternative Strategies

Jul

Results of New Fund Reviews – Jul 24, 2010

Fund: Arrow Curvature Fund
Category Placement: Alternative Strategies

Fund: O’Leary Bond Portfolio Trust
Category Placement: Global Fixed Income

Fund: Altamira Corporate Bond Fund
Category Placement: Canadian Fixed Income

Fund: HBP COMEX Copper Bear Plus ETF
Category Placement: Miscellaneous – Leveraged

Fund: HBP COMEX Copper Bull Plus ETF
Category Placement: Miscellaneous – Leveraged

Fund: IG FI International Equity Fund
Category Placement: International Equity

Fund: IG FI U.S. Large Cap Equity Fund
Category Placement: U.S. Equity

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

Fund: Empire Life Dividend Balanced Fund
Category Placement: Canadian Equity Balanced

Fund: Empire Life Elite Balanced Fund
Category Placement: Canadian Equity Balanced

Fund: IA Clarington Short-Term Bond Fund Series A
Category Placement: Canadian Short Term Fixed Income

Fund: IA Clarington Tactical Bond Class
Category Placement: Miscellaneous – Income and Real Property

Fund: IA Clarington Energy Class A
Category Placement: Natural Resource Equity

Fund: Claymore Inverse Bond ETF
Category Placement: Alternative Strategies

Fund: Horizons AlphaPro Corporate Bond ETF
Category Placement: Canadian Fixed Income

Fund: Mackenzie All-Sector Canadian Balanced
Category Placement: Canadian Equity Balanced

Fund: Sprott Diversified Yield A
Category Placement: Miscellaneous – Income and Real Property

Fund: Sprott Short Term Bond A
Category Placement: Canadian Short Term Fixed Income

Jun

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 Growth
Category Placement: U.S. Equity

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

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

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

Fund: DFS Desjardins Completion Investments
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 Growth
Category Placement: International Equity

Fund: DFS Desjardins Overseas Equity Value
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/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: Deferred

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

May

Results of New Fund Reviews – May 27, 2010

Fund: AGF Global Aggregate Bond Fund MF
Category Placement: Global Fixed Income

Fund: AGF Pure Canadian Balanced Fund MF
Category Placement: Canadian Neutral Balanced

Fund: AGF Traditional Income Fund MF
Category Placement: Canadian Neutral Balanced

Fund: BlackRock Canada CoreActive Univ Bd Cl A
Category Placement: Canadian Fixed Income

Fund: BlackRock Canada CorePlus Long Bond
Category Placement: Canadian Long Term Fixed Income

Fund: BMO Canadian Tactical ETF Class
Category Placement: Tactical Balanced

Fund: BMO Emerging Markets Bond Index ETF
Category Placement: Miscellaneous

Fund: BMO Equal Weight REITs Index ETF
Category Placement: Real Estate Equity

Fund: BMO EW US Banks Hedged CAD Index ETF
Category Placement: Financial Services Equity

Fund: BMO EW US Health Care Hedged CAD Index ETF
Category Placement: Health Care Equity

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

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

Fund: BMO GDN Canadian Tactical ETF Class
Category Placement: Tactical Balanced

Fund: BMO GDN Global Tactical ETF Class
Category Placement: Tactical Balanced

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

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

Fund: BMO Global Tactical ETF Class
Category Placement: Tactical Balanced

Fund: BMO Junior Gas Index ETF
Category Placement: Natural Resource Equity

Fund: BMO Junior Oil Index ETF
Category Placement: Natural Resource Equity

Fund: BMO Long Federal Bond Index ETF
Category Placement: Canadian Long Term Fixed Income

Fund: BMO Real Return Bond Index ETF
Category Placement: Canadian Inflation Protected Fixed Income

Fund: Crystal Enlightened Growth Fund
Category Placement: Global Equity

Fund: Crystal Enlightened Income Fund
Category Placement: Miscellaneous

Fund: Crystal Enlightened Res & Pr Metals
Category Placement: Alternative Strategies

Fund: Desjardins Overseas Equity Growth Fund
Category Placement: International Equity

Fund: DFS GIF – BALANCED – ETHICAL Series 5
Category Placement: Canadian Equity Balanced

Fund: DFS GIF – CANADIAN BALANCED – CI SIGNAUTRE  Series 5
Category Placement: Canadian Neutral Balanced

Fund: DFS Pyramis Select International Equity
Category Placement: International Equity

Fund: DFS Sprucegrove International Equity
Category Placement: International Equity

Fund: DynamicEdge 2020 Portfolio
Category Placement: 2020 Target Date Portfolio

Fund: DynamicEdge 2020 Class Portfolio
Category Placement: 2020+ Target Date Portfolio

Fund: DynamicEdge 2025 Portfolio
Category Placement: 2020+ Target Date Portfolio

Fund: DynamicEdge 2025 Class Portfolio
Category Placement: 2020+ Target Date Portfolio

Fund: DynamicEdge 2030 Portfolio Series
Category Placement: 2020+ Target Date Portfolio

Fund: DynamicEdge 2030 Class Portfolio
Category Placement: 2020+ Target Date Portfolio

Fund: First Trust Global Capital Strength Portfolio A
Category Placement: Global Equity

Fund: Horizons AlphaPro Dividend ETF
Category Placement: Miscellaneous

Fund: Horizons AlphaPro North American Growth ETF
Category Placement: Miscellaneous

Fund: Horizons AlphaPro North American Value ETF
Category Placement: Miscellaneous

Fund: McLean Budden LifePlan Growth
Category Placement: Global Equity Balanced

Fund: McLean Budden LifePlan Growth & Income
Category Placement: Global Neutral Balanced

Fund: McLean Budden LifePlan Income
Category Placement: Global Fixed Income Balanced

Fund: NxT Short Term Income Fund
Category Placement: Canadian Short Term Fixed Income

Fund: Picton Mahoney Income Opportunities Fund
Category Placement: Alternative Strategies

Fund: PIMCO Canada Canadian CorePLUS Bond Trust
Category Placement: Canadian Fixed Income

Fund: PIMCO Canada Canadian CorePLUS Long Bond Trust
Category Placement: Canadian Long Term Fixed Income

Apr

Results of New Fund Reviews – Apr 22, 2010

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

Fund: Ethical Select Global Growth portfolio
Category Placement: Global Equity Balanced

Fund: Pier 21 Global Value Pool
Category Placement: Deferred

Fund: RBC Phillips, Hager & North Monthly Income Fund
Category Placement: Canadian Neutral Balanced

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

Fund: STYLUS Momentum Fund
Category Placement: Canadian Small/Mid Cap Equity

Fund: STYLUS Value with Income Fund
Category Placement: Canadian Dividend & Income Equity

Mar

Results of New Fund Reviews – Mar 25, 2010

Fund: Auspice Diversified Trust
Category Placement: Alternative Strategies

Fund: Ethical Select Global Balanced Portfolio
Category Placement: Global Neutral Balanced

Fund: Fiera Global Equity
Category Placement: Global Equity

Fund: Fiera Global Macro Fund Class A
Category Placement: Alternative Strategies

Fund: HBP NYMEX Long Natural Gas/Short Oil Spread ETF
Category Placement: Alternative Strategies

Fund: HighStreet Canadian Short Term Bond Fund
Category Placement: Canadian Short Term Fixed Income

Fund: HighStreet Conservative Balanced Fund
Category Placement: Canadian Fixed Income Balanced

Fund: MFi Small Cap Corporate Class
Category Placement: Canadian Small/Mid Cap Equity

Fund: Natcan Small Capitalization Strategy
Category Placement: Canadian Small/Mid Cap Equity

Fund: O’Leary Bric-Plus Income & Growth Fund
Category Placement: Emerging Markets Equity

Fund: SEI Canadian Focused Balanced Fund
Category Placement: Canadian Neutral Balanced

Fund: SEI Canadian Focused Growth Fund
Category Placement: Canadian Equity Balanced

Fund: Sentry Select Conservative Income
Category Placement: Canadian Neutral Balanced

Fund: Triasima Canadian All Capitalization Equity
Category Placement: Canadian Equity

Fund: Triasima Canadian Long/Short Pooled
Category Placement: Alternative Strategies

Fund: Triasima Canadian Small Capitalization Equity
Category Placement: Canadian Small/Mid Cap Equity

Feb

Results of New Fund Reviews – Feb 25, 2010

Fund: BMG BullionFund Class G10
Category Placement: Miscellaneous

Fund: FGP Corporate Bond
Category Placement: Global Fixed Income

Fund: FGP Developing Markets Pooled
Category Placement: International Equity

Fund: Global Iman Fund
Category Placement: Global Equity

Fund: HMP NYMEX Crude Oil Inverse ETF
Category Placement: Alternative Strategies

Fund: HBP NYMEX Natural Gas Inverse ETF
Category Placement: Alternative Strategies

Fund: HBP S&P 500 Inverse ETF
Category Placement: Alternative Strategies

Fund: Horizons AlphaPro S&P/TSX 60 130/30 ETF
Category Placement: Alternative Strategies

Fund: HSBC Global Inflation Linked Bond Pooled Fund
Category Placement: Global Fixed Income

Fund: Optimum Canadian Bond
Category Placement: Canadian Fixed income

Fund: Salida Global Energy Fund
Category Placement: Alternative Strategies

Fund: Salida Strategic Growth
Category Placement: Alternative Strategies

Fund: Sprott 2010 Flow-Through limited Partnership
Category Placement: Miscellaneous

Jan

Results of New Fund Reviews – Jan 28, 2010

Fund: 360 Degree US Realty Income Fund
Category Placement: Miscellaneous

Fund: Absolute Return Fund Class
Category Placement: Alternative Strategies

Fund: BMO Aggregate Bond Index ETF
Category Placement: Canadian Fixed Income

Fund: BMO Equal Weight Utilities Index ETF
Category Placement: Miscellaneous

Fund: BMO Global Infrastructure Index ETF
Category Placement: Miscellaneous

Fund: BMO India Equity Hedged to CAD ETF
Category Placement: Miscellaneous

Fund: BMO Junior Gold Index ETF
Category Placement: Precious Metals Equity

Fund: BMO Mid Corporate Bond Index ETF
Category Placement: Canadian Fixed Income

Fund: BMO NASDAQ 100 Equity Hedged to CAD Index ETF
Category Placement: Natural Resource Equity

Fund: Claymore ADV High Yield Bond ETF
Category Placement: Miscellaneous

Fund: Counsel Short Term Bond
Category Placement: Canadian Short Term Fixed Income

Fund: Dynamic Short Term Bond
Category Placement: Global Fixed Income

Fund: Hillsdale Canadian Core Equity – A
Category Placement: Miscellaneous

Fund: iShares China Index Fund
Category Placement: Greater China Equity

Fund: iShares MSCI Brazil Index Fund
Category Placement: Miscellaneous

Fund: iShares S&P CNX Nifty India Index Fund
Category Placement: Miscellaneous

Fund: iShares S&P Latin American 40 Index Fund
Category Placement: Miscellaneous

Fund: iShares US High Yield Bond Index Fund (CAD – Hedge)
Category Placement: High Yield Fixed Income

Fund: iShares US IG Corporate Bond Index Fund CAD – Hedged
Category Placement: Global Fixed Income

Fund: Mac Universal Gold Bullion Class
Category Placement: Miscellaneous

Fund: Mac Universal Gold Bullion Class A
Category Placement: Miscellaneous

Fund: Manulife Yield Opportunities Advisor Ser
Category Placement: Miscellaneous

Fund: MD Balanced Growth Portfolio
Category Placement: Global Equity Balanced

Fund: MD Conservative Portfolio
Category Placement: Canadian Fixed Income Balanced

Fund: MD Maximum Growth Portfolio
Category Placement: Global Equity Balanced

Fund: MD Moderate Balanced Portfolio
Category Placement: Global Neutral Balanced

Fund: O’Leary Canadian Balanced Yield Fund
Category Placement: Canadian Equity Balanced

Fund: O’Leary Canadian Bond Yield Fund
Category Placement: Canadian Fixed Income

Fund: O’Leary Canadian Equity Yield Fund
Category Placement: Canadian Equity Balanced

Fund: O’Leary Global Balanced Yield Fund
Category Placement: Global Equity Balanced

Fund: O’Leary Global Bond Yield Fund
Category Placement: Global Fixed Income

Fund: O’Leary Global Equity Yield Fund
Category Placement: Global Equity Balanced

Fund: O’Leary Money Market Yield Fund
Category Placement: Canadian Money Market

Fund: PH&N Canadian Equity Value Series D
Category Placement: Canadian Equity

Fund: PH&N Monthly Income Series D
Category Placement: Canadian neutral Balanced

Fund: PowerShares 1-5 Yr Laddered Corp Bond Index SC
Category Placement: Canadian Short Term Fixed Income

Fund: PowerShares Canadian Preferred Share Index Cl SC
Category Placement: Canadian Dividend & Income Equity

Fund: PowerShares Diversified Yield Series SC
Category Placement: Canadian Neutral Balanced

Fund: PowerShares FTSE RAFI Global+ Fundamental SC
Category Placement: Global Equity

Fund: PowerShares FTSE RAFI U.S. Fundamental SC
Category Placement: U.S. Equity

Fund: PowerShares Global Dividend Achievers SC
Category Placement: Global Equity

Fund: PowerShares High Yield Corp Bond Index SC
Category Placement: High Yield Fixed Income

Fund: PowerShares India Class Series SC
Category Placement: Miscellaneous

Fund: PowerShares Real Return Bond Index SC
Category Placement: Canadian Inflation Protected Fixed Income

Fund: RBC Emerging Markets Fund
Category Placement: Emerging Markets Equity

Fund: SciVest Global Multiple Strategies Fund
Category Placement: Alternative Strategies

Fund: Standard Life Short Term Yield C A
Category Placement: Miscellaneous

2009

Dec

Results of New Fund Reviews – Dec 18, 2009

Fund: Acorn Diversified Trust
Category Placement: Alternative Strategies

Fund: CCL North American Financials Capital Securities 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: Global Neutral Balanced

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

Nov

Results of New Fund Reviews – Nov 26, 2009

Fund: Acuity Pooled Corporate Bond Fund
Category Placement: Global Fixed Income

Fund: Aurion Global Opportunities Fund
Category Placement: Alternative Strategies

Fund: Bernstein Global Blend Equity
Category Placement: Global Equity

Fund: Bissett Canadian Core Plus Bond
Category Placement: Canadian Fixed Income

Fund: BMO Emerging Markets Equity Index ETF
Category Placement: Emerging Markets Equity

Fund: BMO GDN Asset Allocation Fund
Category Placement: Canadian Neutral Balanced

Fund: BMO GDN Bond Fund
Category Placement: Canadian Fixed Income

Fund: BMO GDN European Fund
Category Placement: European Equity

Fund: BMO GDN Money Market Fund
Category Placement: Canadian Money Market

Fund: BMO GDN Resource Fund
Category Placement: Natural Resources Equity

Fund: BMO GDN U.S. Dollar Money Market Fund
Category Placement: U.S. Money Market

Fund: BMO GDN U.S. Dollar Monthly Income Fund
Category Placement: Global Equity Balanced

Fund: BMO High Yield US Corp Bond Hedged to CAD ETF
Category Placement: High Yield Fixed Income

Fund: BMO International Equity Hedged to CAD Index ETF
Category Placement: International Equity

Fund: BMO S&P/TSX Equal Weight Banks Index ETF
Category Placement: Financial Services Equity

Fund: BMO S&P/TSX Equal Weight Global Base Metals ETF
Category Placement: Natural Resources Equity

Fund: BMO S&P/TSX Equal Weight Oil & Gas Index ETF
Category Placement: Natural Resources Equity

Fund: BMO Short Corporate Bond Index ETF
Category Placement: Canadian Short Term Fixed Income

Fund: BMO Short Federal Bond Index ETF
Category Placement: Canadian Short Term Fixed Income

Fund: BMO Short Provincial Bond Index ETF
Category Placement: Canadian Short Term Fixed Income

Fund: CI Signature Diversified Yield
Category Placement: Miscellaneous

Fund: Criterion Canadian Convertible Bond Fund
Category Placement: High Yield Fixed Income

Fund: Dynamic Real Estate & Infras Income A
Category Placement: Real Estate Equity

Fund: Excel BRIC Fund
Category Placement: Emerging markets Equity

Fund: FÉRIQUE Dividend Fund
Category Placement: Canadian Dividend & Income Equity

Fund: Goodman & Company Canadian Value Strategy
Category Placement: Canadian Equity

Fund: Goodman & Company Equity Income Strategy
Category Placement: Global Equity

Fund: Goodman & Company Global Value Strategy
Category Placement: Global Equity

Fund: Goodman & Company Growth Strategy
Category Placement: Canadian Equity

Fund: HSBC Indian Equity Fund
Category Placement: Miscellaneous

Fund: IA Clarington Inhance Balanced SRI Portfolio
Category Placement: Canadian Equity Balanced

Fund: IA Clarington Inhance Canadian Equity SRI
Category Placement: Canadian Equity

Fund: IA Clarington Inhance Conservative SRI
Category Placement: Canadian Neutral Balanced

Fund: IA Clarington Inhance Global Equity SRI
Category Placement: Global Equity

Fund: IA Clarington Inhance Growth SRI Portfolio
Category Placement: Canadian Equity Balanced

Fund: IA Clarington Inhance Monthly Income SRI Fund
Category Placement: Canadian Fixed income

Fund: IA Clarington Tactical Income Class
Category Placement: Tactical Balanced

Fund: Insignia Fund
Category Placement: Alternative Strategies

Fund: iShares CDN MSCI World Index Fund
Category Placement: Global Equity

Fund: Mac All-Sector Canadian Equity Series A
Category Placement: Canadian Equity

Fund: Mac Maxxum All-Canadian Dividend Cl A
Category Placement: Canadian Dividend & Income Equity

Fund: Mac Sentinel Strategic Income Class Series
Category Placement: Miscellaneous

Fund: Mawer Global Equity Fund Class A
Category Placement: Global Equity

Fund: Natcan Canadian Equity Growth
Category Placement: Canadian Equity

Fund: North Growth U.S. Equity Advisor Fund
Category Placement: U.S. Equity

Fund: O’Leary Founder’s Series Income & Growth Fund
Category Placement: Miscellaneous

Fund: PowerShares Canadian Dividend Index Class SC
Category Placement: Canadian Dividend & Income Equity

Fund: PowerShares FTSE RAFI Canadian Fundamental Index Class SC
Category Placement: Canadian Equity

Fund: PowerShares FTSE RAFI Emerging Markets Fundamental Class SC
Category Placement: Emerging Markets Equity

Fund: PowerShares Global Agriculture Class SC
Category Placement: Miscellaneous

Fund: PowerShares Global Clean Energy Class SC
Category Placement: Miscellaneous

Fund: PowerShares Global Gold and Precious Metals Class SC
Category Placement: Precious Metals Equity

Fund: PowerShares Global Water Class SC
Category Placement: Miscellaneous


Fund: PowerShares Golden Dragon China Class SC
Category Placement: Greater China Equity


Fund: Renaissance Corp Bond Cap Yield
Category Placement: Canadian Fixed income


Fund: The K2 Principal Trust Class
Category Placement: Alternative Strategies

Oct

Results of New Fund Reviews – Oct 22, 2009

Fund: Auspice Diversified Commodity
Category Placement: Alternative Strategies

Fund: iShares CDN MSCI Emerging Markets Index Fund
Category Placement: Emerging Markets Equity

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

Fund: North Pole Multi-Strategy Series A
Category Placement: Alternative Strategies

Fund: Pender Corporate Bond A
Category Placement: High Yield Fixed Income

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

Fund: Russell Canadian Dividend Class B C$
Category Placement: Canadian Dividend & income Equity

Fund: SSgA Active Canadian Universe Bond
Category Placement: Canadian Fixed Income

Fund: SSgA Canadian Real Return Bond
Category Placement: Canadian Inflation Protected Fixed Income

Fund: United US Equity Alpha Corporate Class E
Category Placement: U.S. Equity

Sep

Results of New Fund Reviews – Sep 26, 2009

Fund: Investors Cornerstone I Portfolio C
Category Placement: Canadian Shirt Term Fixed Income

Fund: Manulife Mawer Global Equity Class Advisor Series
Category Placement: Global Equity

Fund: Norrep Yield Fund Series A
Category Placement: High Yield Fixed Income

Fund: Pier 21 Worldwide Equity Strategy
Category Placement: Global Equity

Fund: Sceptre U.S. Equity Fund
Category Placement: U.S. Equity

Fund: Scotia Bond Fund
Category Placement: Canadian Fixed income

Fund: Shoreline Energy Fund
Category Placement: Alternative Strategies

Fund: Skylon Gold STAR LP
Category Placement: Alternative Strategies

Fund: SSGA Enhanced Canadian Long Term Bond Fund
Category Placement: Canadian Long Term Fixed Income

Fund: TD Advantage Equity Portfolio – I
Category Placement: Global Equity

Fund: Vertex Enhanced Income  – B
Category Placement: Canadian Fixed Income Balanced

Fund: Vertex Growth – B
Category Placement: North American Equity

Fund: Vertex Value – B
Category Placement: North American Equity

Aug

Results of New Fund Reviews – Aug 27, 2009

Fund: Aurion Income Opportunities Fund Class A
Category Placement: Alternative Strategies

Fund: Cornerstone Global Gov Bond Real Return C$
Category Placement: Alternative Strategies

Fund: Dynamic Strategic Gold Class Series A C$
Category Placement: Miscellaneous

Fund: Investors International Equity Fund A
Category Placement: International Equity

Fund: Manulife Canadian Balanced Growth Fund Advisor Ser
Category Placement: Canadian neutral Balanced

Fund: Manulife Investment Savings Fund Advisor Series
Category Placement: Canadian Money Market

Fund: Middlefield Groppe Tactical Energy Class
Category Placement: Natural Resources Equity

Fund: Norrep Yield A Series
Category Placement: High Yield Fixed Income

Fund: Pathway Flex Div & Inc Gr Ser A Regular
Category Placement: Canadian Dividend & Income Equity

Fund: ROI Canadian Top 20 Picks Fund Series A
Category Placement: Canadian Equity

Fund: TD Advantage Balanced Portfolio – Investor Series
Category Placement: Global Neutral Balanced

Fund: TD Advantage Conservative Portfolio – Investors Sr
Category Placement: Canadian Fixed Income Balanced

Fund: TD Advantage Growth portfolio – Investor Series
Category Placement: Global Equity Balanced

Fund: TD Advantage Moderate Portfolio – Investor Series
Category Placement: Global Neutral Balanced

Jul

Results of New Fund Reviews – Jul 23, 2009

Fund: Allegro Balanced Growth Canada Focus Port Cl A
Category Placement: Canadian Equity Balanced

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

Fund: Allegro Balanced Portfolio Class A
Category Placement: Canadian Neutral Balanced

Fund: Allegro Growth Canada Focus Portfolio Class A
Category Placement: Canadian Focused Equity

Fund: Allegro Growth Portfolio Class A
Category Placement: Global Equity

Fund: DFS Beutel Goodman Canadian Equity Fund
Category Placement: Canadian Equity

Fund: DFS Beutel Goodman Income Fund
Category Placement: Canadian Fixed Income

Fund: DFS Foresight 30/70 Portfolio
Category Placement: Canadian Fixed Income Balanced

Fund: DFS Foresight 40/60 Portfolio
Category Placement: Canadian Fixed Income Balanced

Fund: DFS Foresight 50/50 Portfolio
Category Placement: Canadian Neutral Balanced

Fund: DFS Foresight 60/40 Portfolio
Category Placement: Canadian Neutral Balanced

Fund: DFS Foresight 75/25 Portfolio
Category Placement: Global Equity Balanced

Fund: DFS Foresight 85/15 Portfolio
Category Placement: Global Equity Balanced

Fund: Fiera Canadian Equity Growth
Category Placement: Canadian Equity

Fund: HBP COMEX Silver ETF
Category Placement:

Fund: HBP Winter-Term NYMEX Crude Oil ETF
Category Placement:

Fund: HBP Winter-Term NYMEX Natural Gas ETF
Category Placement:

Fund: Man Canada AHL Alpha Fund Class A
Category Placement: Alternative Strategies

Fund: MFi Balanced Fund
Category Placement: Canadian neutral Balanced

Fund: MFi Canadian Equity Fund
Category Placement: Canadian Equity

Fund: MFi Energy Fund
Category Placement: Natural Resources Equity

Fund: Morgan Stanley international Growth Equity II
Category Placement: International Equity

Fund: Navina/Lazard U.S. High Yield Bond Class A
Category Placement: High Yield Fixed Income

Fund: NxT EQ35 Income & Growth
Category Placement: Canadian Fixed Income Balanced

Fund: NxT EQ60 Balanced
Category Placement: Canadian Neutral Balanced

Fund: NxT EQ75 Balanced Growth
Category Placement: Canadian Equity Balanced

Fund: ROI Canadian Top 20 Picks Fund
Category Placement: Canadian Equity

Fund: SEI U.S. High Yield Bond Fund – O Class
Category Placement: High Yield Fixed Income

Fund: Wellington Mgmt Emerging Markets Equity – PF
Category Placement: Emerging Markets Equity

Fund: Wellington Mgmt Global Smaller Companies – PF
Category Placement: Global Small/Mid Cap Equity

Fund: Wellington Mgmt Special Equity
Category Placement: Global Equity

Jun

Results of New Fund Reviews – Jun 26, 2009

Fund: Allegro Balanced Growth Canada Focus Portfolio Class
Category Placement: Canadian Equity Balanced

Fund: Allegro Balanced Growth Portfolio Class
Category Placement: Global Equity Balanced

Fund: Allegro Balanced Portfolio Class
Category Placement: Canadian Focused Equity

Fund: Allegro Growth Portfolio Class
Category Placement: Global Equity

Fund: BMO Canadian Government Bond Index ETF
Category Placement: Canadian Fixed income

Fund: BMO Dow Jones Canada Titans 60 Index ETF
Category Placement: Canadian Equity

Fund: BMO Dow Jones Diamonds Index ETF
Category Placement: U.S. Small/Mid Cap Equity

Fund: BMO MatchMaker Savings Portfolio
Category Placement: Canadian Fixed Income Balanced

Fund: BMO US Equity ETF
Category Placement: U.S. Equity

Fund: Friedberg Asset Allocation Fund
Category Placement: Alternative Strategies

Fund: Investors International Equity Fund
Category Placement: International Equity

Fund: Mac Sentinel North American Corp Bond Class
Category Placement: Miscellaneous

Fund: Mac Sentinel Registered North American Corp Bond Fund
Category Placement: High Yield Fixed Income

Fund: Mac Sentinel Short-Term Government Bond Fund A
Category Placement: Canadian Short Term Fixed Income

Fund: Norrep Resources Class of Norrep Opportunities Corp
Category Placement: Natural Resources Equity

Fund: Palos Credit Fund LP
Category Placement: Global Fixed Income

Fund: PH&N Inflation-Linked Bond Fund
Category Placement: Canadian Fixed Income

Fund: Sparten Arbitrage Fund LP CL B
Category Placement: Alternative Strategies

Fund: Standard Life Ideal Money Market II
Category Placement: Canadian Money Market

May

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

Apr

Results of New Fund Reviews – April 23, 2009

Fund: AIC Preferred Income Fund
Category Placement: Canadian Neutral Balanced

Fund: CDA Canadian Bond Fund Corporate Class (CI)
Category Placement: Canadian Fixed Income

Fund: CDA Corporate Bond Fund Corporate Class (CI)
Category Placement: High Yield Fixed Income

Fund: CDA Income and Growth Fund Corporate Class (CI)
Category Placement: Global Neutral Balanced

Fund: CGF Canadian Heavyweight Equity Class
Category Placement: Canadian Equity

Fund: CGF Global Heavyweight Equity Class
Category Placement: Global Equity

Fund: CGF Income and Equity Class
Category Placement: Canadian Income Trust Equity

Fund: CGF International Heavyweight Equity Class
Category Placement: International Equity

Fund: CGF US Heavyweight Equity Class
Category Placement: U.S. Equity

Fund: CGOV US Equity Fund
Category Placement: U.S. Equity

Fund: Guardian Canadian Short Term Investment
Category Placement: Canadian Money Market

Fund: Horizon AlphaPro Managed Gartman Fund
Category Placement: Alternative Strategies

Fund: IG Mac Global Precious Metals Class
Category Placement: Precious Metals Equity

Fund: MFS Global Equity
Category Placement: Global Equity

Fund: Professionals’ Emerging Markets Equity Fund
Category Placement: Emerging Markets Equity

Fund: Scotia Cassels Canadian Equity Class
Category Placement: Canadian Equity

Fund: Scotia Cassels Short-Mid Gov’t Bond Class
Category Placement: Canadian Fixed Income

Fund: Scotia Cassels U.S. Equity Class
Category Placement: U.S. Equity

Fund: United Canadian Equity Alpha Corporate Class
Category Placement: Canadian Equity

Fund: Wellington Mgmt Global Perspectives
Category Placement: Global Small/Mid Cap Equity

Mar

Results of New Fund Reviews – March 27, 2009

Fund: Dynamic Strategic Yield Fund
Category Placement: Canadian Neutral Balanced

Fund: HBP S&P/TSX 60 Inverse ETF
Category Placement: Alternative Strategies

Fund: HBP S&P/TSX Capped Energy Inverse ETF
Category Placement: Alternative Strategies

Fund: HBP S&P/TSX Capped Financials Inverse ETF
Category Placement: Alternative Strategies

Fund: HBP S&P/TSX Global Gold Inverse ETF
Category Placement: Alternative Strategies

Fund: O’Leary Global Income Opportunities Fund
Category Placement: Global Neutral Balanced

Fund: Omega Global Opportunities
Category Placement: Global Equity

Fund: PIE Alternative Strategies
Category Placement: Alternative Strategies

Fund: PIE Canadian Equity
Category Placement: Canadian Equity

Fund: PID Emerging Markets Equity
Category Placement: Emerging Markets Equity

Fund: PIE Income
Category Placement: Canadian Fixed Income Balanced

Fund: PIE International Equity
Category Placement: International Equity

Fund: PIE US Equity
Category Placement: U.S. Equity

Fund: RBC Select Very Conservative Portfolio
Category Placement: Global Fixed Income Balanced

Fund: Sentry Select Growth and Income Fund
Category Placement: Canadian Dividend and Income Equity

Fund: Sprott Gold Bullion
Category Placement: Miscellaneous

Feb

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: U.S. 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 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

Jan

Results of New Fund Reviews – Jan 22, 2009

Fund: Adamos Capital Management Glb Vol Fd
Category Placement: Alternative Strategies

Fund: AGF Dollar Cost Averaging
Category Placement: Canadian Short Term Fixed Income

Fund: Ark Catapult Energy Class
Category Placement: Natural Resources Equity

Fund: Bissett Focus Balanced
Category Placement: Canadian Neutral Balanced

Fund: BMO LifeStage Plus 2022
Category Placement: 2020+ Target Date Portfolio

Fund: BMO LifeStage Plus 2026
Category Placement: 2020+ Target Date Portfolio

Fund: Counsel Canadian Dividend
Category Placement: Canadian Dividend & Income Equity

Fund: Counsel Canadian Growth
Category Placement: Canadian Equity

Fund: Counsel Canadian Value
Category Placement: Canadian Equity

Fund: Counsel Global Real Estate Series
Category Placement: Real Estate Equity

Fund: Counsel International Growth
Category Placement: International Equity

Fund: Counsel International Value
Category Placement: International Equity

Fund: Counsel U.S. Growth
Category Placement: U.S. Equity

Fund: Counsel U.S. Value
Category Placement: U.S. Equity

Fund: Desjardins Dividend Growth
Category Placement: Canadian Dividend & Income Equity

Fund: DFA Investment Grade Fixed Income
Category Placement: Global Fixed Income

Fund: Dynamic Aurion Canadian Equity Class
Category Placement: Canadian Equity

Fund: Dynamic Aurion Tactical Balanced Class
Category Placement: Tactical Balanced

Fund: Excel Latin America
Category Placement: Miscellaneous

Fund: Fidelity Balanced Income Private Pool
Category Placement: Global Neutral Balanced

Fund: Fidelity Balanced Private Pool
Category Placement: Global Neutral Balanced

Fund: Fidelity Canadian Concentrated Equ Private Pl
Category Placement: Canadian Equity

Fund: Fidelity Canadian Equity Private Pool
Category Placement: Canadian Equity

Fund: Fidelity Global Equity Private Pool
Category Placement: Global Equity

Fund: Fidelity International Equity Private Pool
Category Placement: International Equity

Fund: Fidelity Premium Fixed Income Private Pool
Category Placement: Canadian Fixed Income

Fund: Fidelity U.S. 130/30 Private Pool
Category Placement: Alternative Strategies

Fund: Fidelity U.S. Equity Private Pool
Category Placement: U.S. Equity

Fund: First Asset CanBanc Split Corp Class
Category Placement: Miscellaneous

Fund: FNSSC – Multi Manager Fund
Category Placement: Canadian Focused Small/Mid Cap Equity

Fund: Franklin Templeton Global Blend
Category Placement: Global Neutral Balanced

Fund: Hartford Balanced Growth Portfolio
Category Placement: Global Neutral Balanced

Fund: Horizons AlphaPro S&P/TSX 60 ETF
Category Placement: Canadian Equity

Fund: Lycos Value Fund
Category Placement: Miscellaneous

Fund: Manulife Dollar-Cost Averaging
Category Placement: Miscellaneous

Fund: Phillips, Hager & North Absolute Return
Category Placement: Alternative Strategies

Fund: Scotia INNOVA Balanced Growth Portfolio
Category Placement: Global Neutral Balanced

Fund: Scotia INNOVA Balanced Income Portfolio
Category Placement: Global Fixed Income Balanced

Fund: Scotia INNOVA Growth Portfolio
Category Placement: Global Equity Balanced

Fund: Scotia INNOVA Income Portfolio
Category Placement: Global Fixed Income Balanced

Fund: Scotia INNOVA Maximum Growth Portfolio
Category Placement: Global Equity

Fund: SocieTerra Balanced Portfolio
Category Placement: Canadian Neutral Balanced

Fund: SocieTerra Growth Plus Portfolio
Category Placement: Global Equity Balanced

Fund: SocieTerra Secure Market Portfolio
Category Placement: Canadian Fixed Income Balanced

Fund: Solutions 21 Whitby Limited Partnership
Category Placement: Alternative Strategies

Fund: Standard Life SI Id Div Grth & In P 100
Category Placement: Global Neutral Balanced

Fund: Standard Life SI Id Fidelity C Bal 100
Category Placement: Canadian Neutral Balanced

Fund: Standard Life SI Id Fidelity Ca AA 100
Category Placement: Canadian Equity Balanced

Fund: Standard Life SI Id Fidelity Glo AA 100
Category Placement: Global Equity Balanced

Fund: Standard Life SI Id FT Quot Bal G P 100
Category Placement: Global Neutral Balanced

Fund: Standard Life SI Id FT Quot Bal I P 100
Category Placement: Canadian Neutral Balanced

Fund: Standard Life SI Id FT Quot Div I P 100
Category Placement: Canadian Fixed Income Balanced

Fund: Standard Life SI Id FT Quot Gl Ba P 100
Category Placement: Global Equity Balanced

Fund: Standard Life SI Id FT Quot Grth P 100
Category Placement: Global Equity Balanced

Fund: Standard Life SI Id LP Bal Grth Pf 100
Category Placement: Global Neutral Balanced

Fund: Standard Life SI Id LP Bal Inc Pf 100
Category Placement: Global Fixed Income Balanced

Fund: Standard Life SI Id LP Bal Pf 100
Category Placement: Global Neutral Balanced

Fund: Standard Life SI Id LP LT Grth Pf 100
Category Placement: Global Equity Balanced

Fund: Standard Life SI Id Russell Div In 100
Category Placement: Global Neutral Balanced

Fund: Standard Life SI Id Russell Ret Es 100
Category Placement: Global Fixed Income Balanced

Fund: Standard Life SI Id Sel Div G & I P 100
Category Placement: Global Neutral Balanced

Fund: Standard Life SI Id Sel Global P 100
Category Placement: Global Equity

Fund: Standard Life SI Id Templet Glo Inc 100
Category Placement: Global Neutral Balanced

Fund: Standard Life SI Id Trimark Glo Bal 100
Category Placement: Global Equity Balanced

Fund: Standard Life SI Ideal AIM Cdn Bal 100
Category Placement: Canadian Neutral Balanced

Fund: Standard Life SI Ideal Global Port 100
Category Placement: Global Equity

Fund: Standard Life SI Ideal Sel Agg Port 100
Category Placement: Global Equity Balanced

Fund: Standard Life SI Ideal Sel Cons Pf 100
Category Placement: Canadian Fixed Income Balanced

Fund: Standard Life SI Ideal Sel Grth Pf 100
Category Placement: Global Equity Balanced

Fund: Standard Life SI Ideal Sel Mod Port 100
Category Placement: Canadian Neutral Balanced

Fund: Standard Life SI Ideal Trimark Bal 100
Category Placement: Canadian Equity Balanced

Fund: Stone & Co. Flagship Growth & Income Fund Can AA
Category Placement: Canadian Neutral Balanced

Fund: Working Opp Commercialization 09
Category Placement: Retail Venture Capital

Fund: Standard Life SI Id
Category Placement:

2008

Dec

Results of New Fund Reviews – Dec 18, 2008

Fund: BMO India Class
Category Placement: Miscellaneous

Fund: Franklin MENA
Category Placement: Miscellaneous

Fund: IA Ecxtra Canadian Equity (Jarislowsky)
Category Placement: Canadian Equity

Fund: Leith Wheeler Canadian Equity Fund
Category Placement: Canadian Equity

Fund: Leith Wheeler Fixed Income Fund
Category Placement: Canadian Fixed Income

Fund: Leith Wheeler U.S. Equity Fund
Category Placement: U.S. Equity

Fund: Leith Wheeler Unrestricted Diversified
Category Placement: Canadian Equity Balanced

Fund: RBC Private US Large Cap Equity Pool
Category Placement: U.S. Equity

Fund: Sionna Canadian Equity Pooled
Category Placement: Canadian Equity

Nov

Results of New Fund Reviews – Nov 27, 2008

Fund: Arrow Tetra US Long/Short Fund Class A
Category Placement: Alternative Strategies

Fund: BMO Global Energy Class
Category Placement: Natural Resources Equity

Fund: BMO International Value Class
Category Placement: International Equity

Fund: BMO LifeStage Plus 2017
Category Placement: 2020 Target Date Portfolio

Fund: BMO NB International Equity
Category Placement: International Equity

Fund: BMO SelectClass Agg Growth Port
Category Placement: Global Equity Balanced

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

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

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

Fund: BMO Sustainable Climate Class
Category Placement: Miscellaneous

Fund: BMO Sustainable Opportunities Class
Category Placement: Global Equity

Fund: Desjardins Fn Pl Barclays Long Bd Idx
Category Placement: Canadian Long Term Fixed Income

Fund: Desjardins Fn Pl Barclays U.S. Eq Idx
Category Placement: U.S. Equity

Fund: EdgePoint Canadian Growth & Income Portfolio
Category Placement: Canadian Equity Balanced

Fund: EdgePoint Canadian Portfolio
Category Placement: Canadian Equity

Fund: EdgePoint Global Growth & Income Portfolio
Category Placement: Global Equity Balanced

Fund: EdgePoint Global Portfolio
Category Placement: Global Equity

Fund: iShares Alternatives Completion Portfolio Builder
Category Placement: Miscellaneous

Fund: iShares Conservative Core Portfolio Builder Fund
Category Placement: Global Fixed Income Balanced

Fund: iShares Global Completion Portfolio Builder Fund
Category Placement: Miscellaneous

Fund: iShares Growth Core Portfolio Builder Fund
Category Placement: Global Neutral Balanced

Fund: Jones Heward Canadian Small Cap Equity Pooled Fund
Category Placement: Canadian Small/Mid Cap Equity

Fund: Mac Universal Africa & Mid East Cl A
Category Placement: Miscellaneous

Fund: O’Leary Global Infrastructure Fund
Category Placement: Miscellaneous

Fund: Symmetry One Balanced Portfolio
Category Placement: Global Neutral Balanced

Fund: Symmetry One Conservative Portfolio
Category Placement: Global Fixed Income Balanced

Fund: Symmetry One Growth Portfolio
Category Placement: Global Equity Balanced

Fund: Symmetry One Moderate Growth Port
Category Placement: Global Equity Balanced

Fund: Symmetry One Reg Balanced Portfolio
Category Placement: Global Neutral Balanced

Fund: Symmetry One Reg Conservative Port
Category Placement: Global Fixed Income Balanced

Fund: Symmetry One Reg Growth Portfolio
Category Placement: Global Equity Balanced

Fund: Symmetry One Reg Moderate Growth Pt
Category Placement: Global Equity Balanced

Oct

Results of New Fund Reviews – Oct 23, 2008

Fund: 130/30 Mining L.P. Series A
Category Placement: Alternative Strategies

Fund: Creststreet Energy Opportunities Fund Series A
Category Placement: Alternative Strategies

Fund: GrowthWorks Commercialization 09
Category Placement: Retail Venture Capital

Fund: Hartford International Equity Fund
Category Placement: International Equity

Fund: PowerShares China ETF
Category Placement: Greater China Equity

Fund: PowerShares Emerging Markets Infrastructure ETF
Category Placement: Miscellaneous

Fund: PowerShares FTSE RAFI Developed Markets ETF
Category Placement: International Equity

Fund: PowerShares FTSE RAFI Emerging Markets ETF
Category Placement: Emerging Markets Equity

Fund: PowerShares Global Agriculture ETF
Category Placement: Miscellaneous

Fund: PowerShares Global Clean Energy ETF
Category Placement: Miscellaneous

Fund: Sceptre International Equity Fund Class A
Category Placement: International Equity

Sep

Results of New Fund Reviews – Sep 25, 2008

Fund: Claymore Global Infrastructure ETF
Category Placement: Miscellaneous

Fund: Claymore Global Real Estate ETF
Category Placement: Real Estate Equity

Fund: Desjardins Fin’l Monstrusco Bolton Canadian Small Cap Equity
Category Placement: Canadian Small/Mid Cap Equity

Fund: Palos Venture LP
Category Placement: Alternative Strategies

Fund: PH&N Mortgage Pension Trust Series O
Category Placement: Canadian Short Term Fixed Income

Fund: PowerShares Global Water ETF
Category Placement: Miscellaneous

Fund: ROI Global Supercycle A
Category Placement: Global Equity

Fund: TD Comfort Balanced Portfolio
Category Placement: Global Neutral Balanced

Fund: TD Comfort Conservative Portfolio
Category Placement: Global Fixed Income Balanced

Fund: TD Comfort Equity Portfolio
Category Placement: Global Equity

Fund: TD Comfort Growth Portfolio
Category Placement: Global Equity Balanced

Fund: TD Comfort Moderate Portfolio
Category Placement: Global Neutral Balanced

Aug

Results of New Fund Reviews – Aug 28, 2008

Fund: Barometer US Equity (US$)
Category Placement: U.S. Equity

Fund: Batirente North American Small Cap Equity Fund
Category Placement: North American Equity

Fund: CIBC Canadian T-Bill
Category Placement: Canadian Money Market

Fund: Manulife Global Opport. Balanced Fd
Category Placement: Global Equity Balanced

Fund: Palos Equity Income Fund
Category Placement: Alternative Strategies

Fund: Palos Majestic Commodity Fund LP
Category Placement: Alternative Strategies

Fund: Venator Income Fund
Category Placement: Alternative Strategies

Jul

Results of New Fund Reviews – Jul 31, 2008

Fund: ACM Debenture Fund One
Category Placement: Miscellaneous

Fund: ACM Mortgage Fund One
Category Placement: Miscellaneous

Fund: ACM Mortgage Fund Two
Category Placement: Miscellaneous

Fund: Assumption/AGF Dividend Income A
Category Placement: Canadian Dividend & Income Equity

Fund: Assumption/AGF Global Financ Serv Cl A
Category Placement: Financial Services Equity

Fund: Assumption/AGF International Stock Cl A
Category Placement: International Equity

Fund: Assumption/AGF U.S. Value Class A
Category Placement: U.S. Equity

Fund: Assumption/CI American Value A
Category Placement: U.S. Equity

Fund: Assumption/CI Global Small Companies A
Category Placement: Global Small/Mid Cap Equity

Fund: Assumption/CI Signature High Income A
Category Placement: Canadian Equity Balanced

Fund: Assumption/CI Synergy Global Corp Cl A
Category Placement: Global Equity

Fund: Assumption/Fidelity American Discip Eq A
Category Placement: U.S. Equity

Fund: Assumption/Fidelity Canadian Asset Allocation A
Category Placement: Canadian Equity Balanced

Fund: Assumption/Fidelity Monthly Income A
Category Placement: Canadian Neutral Balanced

Fund: Assumption/Fidelity NorhtStar A
Category Placement: Global Equity

Fund: Dynamic Alternative Opportunities Fund Series A
Category Placement: Alternative Strategies

Fund: Dynamic Power Global Navigator Class Series A
Category Placement: Global Small/Mid Cap Equity

Fund: HBP NASDAQ-100 Bear Plus ETF
Category Placement: Alternative Strategies

Fund: HBP NASDAQ-100 Bull Plus ETF
Category Placement: Alternative Strategies

Fund: HBP S&P 500 Bear Plus ETF
Category Placement: Alternative Strategies

Fund: HBP S&P 500 Bull Plus ETF
Category Placement: Alternative Strategies

Fund: HBP US 30-year Bond Bear Plus ETF
Category Placement: Alternative Strategies

Fund: HBP US 30-year Bond Bull Plus ETF
Category Placement: Alternative Strategies

Fund: HBP US Dollar Bear Plus ETF
Category Placement: Alternative Strategies

Fund: HBP US Dollar Bull Plus ETF
Category Placement: Alternative Strategies

Fund: IA Clarington Target Click 2030 Series A
Category Placement: 2020+ Target Date Portfolio

Fund: IG Putnam U.S. High Yield Income – C
Category Placement: High Yield Fixed Income

Fund: MLI AXA Rosenberg Global Equity Trust Fund
Category Placement: Global Equity

Fund: MLI BGI U.S. Equity Index Fund
Category Placement: U.S. Equity

Fund: MLI Brandywine International Equity Fund
Category Placement: International Equity

Fund: MLI Daily High Interest Fund
Category Placement: Miscellaneous

Fund: MLI FGP Small Cap Canadian Equity Fund
Category Placement: Canadian Small/Mid Cap Equity

Fund: MLI Focused International Stock Fund (Carnegie)
Category Placement: International Equity

Fund: MLI Greystone Balanced Fund
Category Placement: Canadian Neutral Balanced

Fund: MLI Greystone Canadian Equity Fund
Category Placement: Canadian Equity

Fund: MLI JPMorgan Global Intrepid Fund
Category Placement: Global Equity

Fund: MLI Pyramis Global Real Estate Fund
Category Placement: Real Estate Equity

Fund: MLI Scheer Rowlett Canadian Equity Fund
Category Placement: Canadian Equity Balanced

Fund: MLI Templeton Global Stock Trust Fund
Category Placement: Global Equity

Fund: MLI Trimark Global Balanced Fund
Category Placement: Global Equity Balanced

Fund: MLI U.S. Diversified Growth Equity Fund (Wellington)
Category Placement: U.S. Equity

Fund: Quadrus London Cap Glo Real Est – Q
Category Placement: Real Estate Equity

Fund: Quotential Diversified Income Portfolio Series A
Category Placement: Canadian Fixed income Balanced

Fund: Sprott All Cap Fund Series A
Category Placement: Canadian Equity

Fund: Sprott Peak Oil Fund Class A
Category Placement: Natural Resources Equity

Fund: Templeton Global Income Fund Series A C$
Category Placement: Global Neutral Balanced

Jun

Results of New Fund Reviews – Jun 26, 2008

Fund: Acuity Pooled 130/30 Fund
Category Placement: Alternative Strategies

Fund: BluMont Augen Limited Partnership 2008
Category Placement: Miscellaneous

Fund: BluMont Auge Quebec Ltd Partnership 2008
Category Placement: Miscellaneous

Fund: BMO Harris Emerging markets Equity Fund
Category Placement: Emerging Markets Equity

Fund: BMO U.S. High Yield Bond Fund
Category Placement: High Yield Fixed income

Fund: Dynamic Power Global Balanced Class Series A C$
Category Placement: Global Neutral Balanced

Fund: Ethical Canadian Stock
Category Placement: Canadian Equity

Fund: Fiera Market Neutral Equity Fund Class A
Category Placement: Alternative Strategies

Fund: Fiera Tactical Fixed income
Category Placement: Canadian Fixed Income

Fund: Franklin Templeton T-Bill Yield Class Series A
Category Placement: Miscellaneous

Fund: IA Global Equity (Small Cap) (DB)
Category Placement: Global Small/Mid Cap Equity

Fund: La Capitale American Equity
Category Placement: U.S. Equity

Fund: La Capitale Can Balanced Mng – Dynamic
Category Placement: Global Equity Balanced

Fund: La Capitale Canadian Bond
Category Placement: Canadian Fixed Income

Fund: La Capitale Canadian Equity
Category Placement: Canadian Equity

Fund: La Capitale Global Balanced Mng – AGF
Category Placement: Global Equity

Fund: La Capitale International Equity
Category Placement: International Equity

Fund: La Capitale US Equity Mng – Dynamic
Category Placement: U.S. Equity

Fund: Manulife Global Natural Resources
Category Placement: Natural Resources Equity

Fund: Middlefield Commodities and Agriculture Class
Category Placement: Natural Resources Equity

Fund: Middlefield Precious Metals Class
Category Placement: Precious Metals Equity

Fund: National Bank Money Market (MTG)
Category Placement: Canadian Money Market

Fund: Redwood Global Small Cap Fund
Category Placement: Global Small/Mid Cap Equity

Fund: Standard Life Dividend Growth & Income Portfolio A
Category Placement: Global Neutral Balanced

Fund: Standard Life Global Portfolio A Series
Category Placement: Global Equity

Fund: Standard Life India Equity Focus Fund A Series
Category Placement: Miscellaneous

Fund: Stone & Co. EuroPlus Dividend Growth Fund Series A
Category Placement: European Equity

Fund: Stone Agribusiness Fund
Category Placement: Miscellaneous

May

Results of New Fund Reviews – May 22, 2008

Fund: AIC Value Leaders Balanced Growth port Cl A C$
Category Placement: Global Neutral Balanced

Fund: AIC Value Leaders Balanced Income Port Cl A C$
Category Placement: Global Fixed Income Balanced

Fund: AIC Value Leaders Growth Portfolio Class A C$
Category Placement: Global Equity Balanced

Fund: AIC Value Leaders Maximum Growth Portfolio Cl A C$
Category Placement: Global Equity

Fund: Capital International – Cdn Core Plus Fixed Inc A
Category Placement: Global Fixed Income

Fund: CI Short-Term Advantage Corp Class
Category Placement: Miscellaneous

Fund: ETFCM Global Portfolio Solutions
Category Placement: Alternative Strategies

Fund: Exemplar Canadian Focus Port Cl – A
Category Placement: Alternative Strategies

Fund: Exemplar Global Opport Port Cl – A
Category Placement: Alternative Strategies

Fund: INVESCO Trimark Retirement Payout 2023 Portfolio
Category Placement: Miscellaneous

Fund: INVESCO Trimark Retirement Payout 2028 Portfolio
Category Placement: Miscellaneous

Fund: INVESCO Trimark Retirement Payout 2033 Portfolio
Category Placement: Miscellaneous

Fund: INVESCO Trimark Retirement Payout 2038 Portfolio
Category Placement: Miscellaneous

Fund: JOV Fiera Balanced Tactical Portfolio
Category Placement: Tactical Balanced

Fund: JOV Fiera Conservative Tactical Portfolio
Category Placement: Tactical Balanced

Fund: JOV Fiera Growth Tactical Portfolio
Category Placement: Tactical Balanced

Fund: Man Glenwood Focus (MC) A
Category Placement: Alternative Strategies

Fund: Marquest Deacon Growth Class A
Category Placement: Canadian Small/Mid Cap Equity

Apr

Results of New Fund Reviews – April 24, 2008

Fund: AIC Brookfield Redding Global Infrastructure Corp
Category Placement: Miscellaneous

Fund: ASG Hotels Real Estate Investment Trust
Category Placement: Miscellaneous

Fund: Astra APM Balanced
Category Placement: Global Neutral Balanced

Fund: Astra CORMEL Balanced
Category Placement: Global Neutral Balanced

Fund: Claymore 1-5 Yr Laddered Govt Bond ETF Comm
Category Placement: Canadian Short Term Fixed Income

Fund: Claymore Equal Weight Banc&Lifeco Trust
Category Placement: Financial Services Equity

Fund: Claymore Inves Premium Money Market ETF
Category Placement: Canadian Money Market

Fund: Edenview Investment Partnership
Category Placement: Miscellaneous

Fund: Hillsdale Suite Class A
Category Placement: Alternative Strategies

Fund: Mac Cundill Global Dividend Fund Series A C$
Category Placement: Global Equity

Fund: Mac Sentinel Diversified Income Fund Ser A C$
Category Placement: Global Equity Balanced

Fund: Mac Unv Global Infrastructure Fund Series A C$
Category Placement: Miscellaneous

Fund: Mac Unv U.S. Dividend Income (Hdg) Series A C$
Category Placement: U.S. Equity

Fund: Mac Unv U.S> Dividend Income (Unhedged) Sr A C$
Category Placement: U.S. Equity

Fund: MFC Global investment Management Pooled Canadian Active Long Bond Fund
Category Placement: Canadian Long Term Fixed Income

Fund: MFC Global Investment Management Pooled Canadian Active Universe Fund
Category Placement: Canadian Fixed Income

Fund: MFC Global Investment Management Pooled Global Equity Fund
Category Placement: Global Equity

Fund: Sentry Select Precious Metals Growth Class Ser A
Category Placement: Precious Metals Equity

Mar

Results of New Fund Reviews – March 27, 2008

Fund: Arrow AFC Capital Fund Class A
Category Placement: Alternative Strategies

Fund: Astra Howson Tattersall Small Cap Equity
Category Placement: Canadian Small/Mid Cap Equity

Fund: Astra UBS Global High Income
Category Placement: Global Neutral Balanced

Fund: Bissett U.S. Focus Corporate Class A C$
Category Placement: U.S. Equity

Fund: Desjardins Capital Yield Bond Fund
Category Placement: Miscellaneous

Fund: Desjardins Enhance Alternative Investments
Category Placement: Alternative Strategies

Fund: First Trust Veritas Canadian Select Portfolio Cl A
Category Placement: Canadian Equity

Fund: HBP DJ-AIG Agriculture Bear + ETF
Category Placement: Alternative Strategies

Fund: HBP DJ-AIG Agriculture Bull + ETF
Category Placement: Alternative Strategies

Fund: Raymond James Canadian Focus Picks
Category Placement: Canadian Equity

Fund: Russell Retirement Essentials Portfolio Class B
Category Placement: Global Fixed Income Balanced

Feb

Results of New Fund Reviews – Feb 28, 2008

Fund: AIC Global Banks
Category Placement: Financial Services Equity

Fund: AIC Global Insurance
Category Placement: Financial Services Equity

Fund: AIC Global Real Estate
Category Placement: Real Estate Equity

Fund: AIC Global Wealth Management
Category Placement: Financial Services Equity

Fund: Ark Aston Hill Energy Class
Category Placement: Natural Resources Equity

Fund: Ark Aston Hill Monthly Income Class
Category Placement: Canadian Equity Balanced

Fund: Ark Aston Hill Opportunities Class
Category Placement: Canadian Focused Equity

Fund: Assumption Money Market
Category Placement: Canadian Money Market

Fund: Claymore Global Yield Hog
Category Placement: Miscellaneous

Fund: CMP Gold Trust
Category Placement: Precious Metals Equity

Fund: Dynamic CMP Gold Trust (diluted)
Category Placement: Precious Metals Equity

Fund: DynamicEdge Balanced Growth Portfolio A C$
Category Placement: Global Equity Balanced

Fund: DynamicEdge Equity Portfolio A C$
Category Placement: Global Equity

Fund: DynamicEdge Growth Portfolio A C$
Category Placement: Global Equity Balanced

Fund: Jov Prosperity Canadian Equity A
Category Placement: Canadian Equity

Fund: Jov Prosperity Canadian Fixed Inc A
Category Placement: Canadian Fixed Income

Fund: Jov Prosperity International Equ A
Category Placement: International Equity

Fund: Jov Prosperity US Equity A
Category Placement: U.S. Equity

Fund: Lawrence Income & Growth Fund Class A
Category Placement: Global Neutral Balanced

Fund: Quebec Professionals Dividend
Category Placement: Canadian Dividend and Income Equity

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

Fund: Scotia Global Climate Change
Category Placement: Miscellaneous

Fund: Sprott Global Market neutral Fund Class A
Category Placement: Alternative Strategies

Fund: Webb Enhanced Growth Fund
Category Placement: Canadian Focused Equity

Fund: Webb Enhanced Income Fund
Category Placement: Global Equity Balanced

Fund: Working Opp Commercialization 08
Category Placement: Retail Venture Capital

Jan

Results of New Fund Reviews – Jan 24, 2008

Fund: AGF Canadian All Cap Equity
Category Placement: Canadian Equity

Fund: AGF Global Balanced High Income
Category Placement: Global Neutral Balanced

Fund: AGF Global High Income
Category Placement: Global Equity

Fund: Alto MI Global Growth Port A
Category Placement: Global Equity

Fund: Barometer Equity Pool A
Category Placement: Global Equity

Fund: Barometer Global Tactical Balanced Pool
Category Placement: Tactical Balanced

Fund: BluMont Augen Limited Partnership 2007-1
Category Placement: Miscellaneous

Fund: BluMont Augen Resource Strategy Inc
Category Placement: Natural Resources Equity

Fund: CI Cambridge Canadian Eqt Corp Cl
Category Placement: Canadian Equity

Fund: CI Cambridge Canadian Asset Allocation CC
Category Placement: Canadian Equity Balanced

Fund: CI Cambridge Global Eqt CC
Category Placement: Canadian Equity Balanced

Fund: Claymore Global Agriculture ETF
Category Placement: Miscellaneous

Fund: Covington Venture Cap Protected Sr IX
Category Placement: Retail Venture Capital

Fund: Covington Venture Cap protected Sr VIII
Category Placement: Retail Venture Capital

Fund: DFA Global Real Estate Securities Fund Class A
Category Placement: Real Estate Equity

Fund: Fidelity Income Replacement 2019 Portfolio
Category Placement: Miscellaneous

Fund: Fidelity Income Replacement 2021 Portfolio
Category Placement: Miscellaneous

Fund: Fidelity Income Replacement 2023 Portfolio
Category Placement: Miscellaneous

Fund: Fidelity Income Replacement 2025 Portfolio
Category Placement: Miscellaneous

Fund: Fidelity Income Replacement 2027 Portfolio
Category Placement: Miscellaneous

Fund: Fidelity Income Replacement 2029 Portfolio
Category Placement: Miscellaneous

Fund: Fidelity Income Replacement 2031 Portfolio
Category Placement: Miscellaneous

Fund: Fidelity Income Replacement 2033 Portfolio
Category Placement: Miscellaneous

Fund: Fidelity Income Replacement 2035 Portfolio
Category Placement: Miscellaneous

Fund: Fidelity Income Replacement 2037 Portfolio
Category Placement: Miscellaneous

Fund: HBP COMEX Gold Bullion Bear + ETF
Category Placement: Alternative Strategies

Fund: HBP COMEX Gold Bullion Bull + ETF
Category Placement: Alternative Strategies

Fund: HBP NYMEX Crude Oil Bear + ETF
Category Placement: Alternative Strategies

Fund: HBP NYMEX Crude Oil Bull + ETF
Category Placement: Alternative Strategies

Fund: HBP NYMEX Natural Gas Bear + ETF
Category Placement: Alternative Strategies

Fund: HBP NYMEX Natural Gas Bull + ETF
Category Placement: Alternative Strategies

Fund: HBP S&P/TSX Global Mining Bear + ETF
Category Placement: Alternative Strategies

Fund: HBP S&P/TSX Global Mining Bull + ETF
Category Placement: Alternative Strategies

Fund: ING DIRECT Streetwise Balanced Fund
Category Placement: Global Neutral Balanced

Fund: ING DIRECT Streetwise Balanced Growth Fund
Category Placement: Global Equity Balanced

Fund: ING DIRECT Streetwise Balanced Income Fund
Category Placement: Canadian Fixed Income Balanced

Fund: Inv Global Real Estate Fund A
Category Placement: Real Estate Equity

Fund: JOV Winslow Global Green Growth
Category Placement: Global Equity

Fund: Mackenzie Destination + 2015-A
Category Placement: 2015 Target Date Portfolio

Fund: Mackenzie Destination + 2020-A
Category Placement: 2020 Target Date Portfolio

Fund: Mackenzie Destination + 2025-A
Category Placement: 2020+ Target Date Portfolio

Fund: Marquest Global Equity
Category Placement: Global Equity

Fund: Morgan Meighen Balanced Pooled
Category Placement: Canadian Neutral Balanced

Fund: Morgan Meighen Global Pooled
Category Placement: Global Equity

Fund: Omega Consensus American Equity
Category Placement: U.S. Equity

Fund: Saxon Global Small Cap
Category Placement: Global Small/Mid Cap Equity

Fund: Saxon Microcap
Category Placement: Global Small/Mid Cap Equity

Fund: Saxon U.S. Small Cap
Category Placement: U.S. Small/Mid Cap Equity

Fund: Sentry Select Global Real Estate Fund
Category Placement: Real Estate Equity

Fund: Titan Aggressive Equity Portfolio Series A
Category Placement: Global Equity

Fund: Titan Balanced Growth Portfolio Series A
Category Placement: Global Equity Balanced

Fund: Titan Balanced Income Portfolio Series A
Category Placement: Canadian Neutral Balanced

Fund: Titan Balanced Portfolio Series A
Category Placement: Global Equity Balanced

Fund: Titan Conservative Portfolio Series A
Category Placement: Canadian Fixed income Balanced

Fund: Titan Growth Portfolio Series A
Category Placement: Global Equity Balanced