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).

2017

Nov

Results of New Fund Reviews – November 23, 2017

Fund: 3iQ Global Cryptoasset Fund
Category Placement: Miscellaneous – Other

Fund: Altervest High Octane Fund
Category Placement: Alternative Strategies

Fund: Altervest Premium Harvesting Fund
Category Placement: Alternative Strategies

Fund: BMO Castle Mount Feeder Fund L.P.
Category Placement: Alternative Strategies

Fund: Capital Group World Bond Fund (Canada)
Category Placement: Global Fixed Income

Fund: Desjardins SocieTerra Canadian Equity Fund
Category Placement: Canadian Equity

Fund: DFS Multi-Manager Private Credit
Category Placement: Miscellaneous – Income and Real Property

Fund: EHP Advantage International Fund
Category Placement: Alternative Strategies

Fund: EHP Guardian International Fund
Category Placement: Alternative Strategies

Fund: Fidelity Event Driven Opportunities Currency Neutral Class
Category Placement: U.S. Small/Mid Cap Equity

Fund: Fidelity Global Asset Allocation Currency Neutral Private Pool
Category Placement: Tactical Balanced

Fund: Fidelity Global Asset Allocation Private Pool
Category Placement: Tactical Balanced

Fund: Fidelity Global Concentrated Equity Currency Neutral Fund
Category Placement: Global Equity

Fund: Fidelity Global Innovators Class
Category Placement: Global Equity

Fund: Fidelity Global Innovators Currency Neutral Class
Category Placement: Global Equity

Fund: Fidelity International Concentrated Equity Currency Neutral Fund
Category Placement: International Equity

Fund: Horizons Active A.I. Global Equity ETF (MIND)
Category Placement: Global Equity

Fund: Horizons Inovestor Canadian Equity Index ETF (INOC)
Category Placement: Canadian Equity

Fund: Horizons Robotics and Automation Index ETF (ROBO)
Category Placement: Sector Equity

Fund: Manulife Multifactor Canadian SMID Cap Index ETF (MCSM)
Category Placement: Canadian Small/Mid Cap Equity

Fund: Manulife Multifactor U.S. Small Cap Index ETF (MUSC)
Category Placement: U.S. Small/Mid Cap Equity

Fund: NBI Tactical Equity Private Portfolio
Category Placement: Global Equity

Fund: NBI Tactical Fixed Income Private Portfolio
Category Placement: Global Fixed Income

Fund: Peregrine Investment Management Fund LP
Category Placement: Alternative Strategies

Fund: RBC Trend U.S. Equity Fund
Category Placement: U.S. Equity

Fund: Desjardins Financial UPA Equities
Category Placement: North American Equity

Fund: Desjardins Financial UPA Fixed Income
Category Placement: Canadian Fixed Income

Fund: Equium Global Tactical Allocation Fund
Category Placement: Tactical Balanced

Fund: Leith Wheeler Multi Credit
Category Placement: High Yield Fixed Income

Fund: LL Canadian Dividend (Laketon)
Category Placement: Canadian Dividend & Income Equity

Fund: LL Global Equity (Fiera Capital)
Category Placement: Global Equity

Fund: LL Global Small Cap (Mackenzie)
Category Placement: Global Small/Mid Cap Equity

Fund: LL Int’l Equity (Jarislowsky Fraser)
Category Placement: International Equity

Fund: Mercer Canadian Equity Fund
Category Placement: Canadian Equity

Fund: Mercer Global Equity All Country World Index Fund
Category Placement: Global Equity

Fund: Mercer Global Low Volatility Equity Fund
Category Placement: Global Equity

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

Fund: Mercer Money Market Fund
Category Placement: Canadian Money Market

Fund: Mercer Retirement Income Fund
Category Placement: Global Neutral Balanced

Fund: Mercer Target Date Fund 10
Category Placement: 2035+ Target Date Portfolio

Fund: Mercer Target Date Fund 11
Category Placement: 2035+ Target Date Portfolio

Fund: Mercer Target Date Fund 12
Category Placement: 2035+ Target Date Portfolio

Fund: Mercer Target Date Fund 2
Category Placement: Short Term Target Date Portfolio

Fund: Mercer Target Date Fund 3
Category Placement: 2020 Target Date Portfolio

Fund: Mercer Target Date Fund 4
Category Placement: 2025 Target Date Portfolio

Fund: Mercer Target Date Fund 5
Category Placement: 2030 Target Date Portfolio

Fund: Mercer Target Date Fund 6
Category Placement: 2035 Target Date Portfolio

Fund: Mercer Target Date Fund 7
Category Placement: 2035+ Target Date Portfolio

Fund: Mercer Target Date Fund 8
Category Placement: 2035+ Target Date Portfolio

Fund: Mercer Target Date Fund 9
Category Placement: 2035+ Target Date Portfolio

Fund: Mercer Universe Bond Fund
Category Placement: Canadian Fixed Income

Fund: Phillips Hager & North Long Corp Pl Bd
Category Placement: Canadian Long Term Fixed Income

Fund: Sun Life Granite Income Portfolio
Category Placement: Tactical Balanced

Fund: TD Emerald Retirement Income Pooled Fund Trust
Category Placement: Global Neutral Balanced

Fund: TD Global Equity Index Non-Taxable Investor
Category Placement: Global Equity

Oct

Results of New Fund Reviews – October 26, 2017

Fund: Addenda Bonds L/T Provincial Index Pooled
Category Placement: Canadian Long Term Fixed Income

Fund: Addenda Bonds Universe Core PF Category Placement: Global Fixed Income
Fund: Addenda Commercial Mortgage Pooled DC Category Placement: Miscellaneous – Income and Real Property
Fund: Arcs of Fire Tactical Balanced Fund Category Placement: Tactical Balanced
Fund: BMO High Yield US Corporate Bond Index ETF (ZJK) Category Placement: High Yield Fixed Income
Fund: BMO MSCI Canada Value Index ETF (ZVC) Category Placement: Canadian Equity
Fund: BMO MSCI EAFE Value Index ETF (ZVI) Category Placement: International Equity
Fund: BMO MSCI USA Value Index ETF (ZVU) Category Placement: U.S. Equity
Fund: BMO Private Global Absolute Return Bond Fund Category Placement: Alternative Strategies
Fund: BMO Shiller Select US Index ETF (ZEUS) Category Placement: U.S. Equity
Fund: Canso Broad Corporate Bond Fund Category Placement: Global Fixed Income
Fund: Co-operators Aviator Diversified Port 75/75 Category Placement: Global Neutral Balanced
Fund: Co-operators Aviator Growth Port 75/100 Category Placement: Global Equity Balanced
Fund: Co-operators Aviator Income Pl Port 75/75 Category Placement: Canadian Fixed Income Balanced
Fund: Evolve Active Canadian Preferred Share ETF (DIVS) Category Placement: Preferred Share Fixed Income
Fund: Evolve Active Short Duration Bond ETF (TIME) Category Placement: High Yield Fixed Income
Fund: Evolve Active US Core Equity ETF (CAPS) Category Placement: U.S. Equity
Fund: Evolve Automobile Innovation Index ETF (CARS) Category Placement: Sector Equity
Fund: Evolve Global Healthcare Enhanced Yield ETF (LIFE) Category Placement: Sector Equity
Fund: Evolve US Banks Enhanced Yield ETF (CALL) Category Placement: Financial Services Equity
Fund: Harbour Global Equity Fund Category Placement: Global Equity
Fund: Horizons Active International Developed Markets Equity ETF (HADM) Category Placement: International Equity
Fund: IA Clarington Emerging Markets Bond Fund Category Placement: High Yield Fixed Income
Fund: IA Clarington Global Bond Fund Category Placement: High Yield Fixed Income
Fund: IA Clarington Global Yield Opportunities Fund Category Placement: Global Fixed Income Balanced
Fund: Balanced Portfolio Category Placement: Global Equity Balanced
Fund: Conservative Portfolio Category Placement: Global Fixed Income Balanced
Fund: Growth Portfolio Category Placement: Global Equity Balanced
Fund: High Growth Portfolio Category Placement: Global Equity
Fund: Moderate Portfolio Category Placement: Global Neutral Balanced
Fund: Mackenzie All China Equity Fund Category Placement: Greater China Equity
Fund: Mackenzie Global Sustainability and Impact Balanced Fund Category Placement: Tactical Balanced
Fund: Mackenzie Global Leadership Impact Fund Category Placement: Global Equity
Fund: Metric Dynamic Asset Allocation Category Placement: Tactical Balanced
Fund: Northern Coast Strategic Fund 8.0% Series A Non-Convertible Secured Bonds Category Placement: Miscellaneous – Income and Real Property
Fund: PM Concentrated Opportunistic L/S Fund Category Placement: Alternative Strategies
Fund: RBC 6-10 Year Laddered Canadian Corporate Bond ETF (RMBO) Category Placement: Canadian Fixed Income
Fund: RBC BlueBay Global Diversified Income (CAD Hedged) ETF (RBDI) Category Placement: Global Fixed Income
Fund: RBC Canadian Bank Yield Index ETF (RBNK) Category Placement: Financial Services Equity
Fund: RBC Multi-Strategy Alpha Category Placement: Alternative Strategies
Fund: RBC PH&N Short Term Canadian Bond ETF (RPSB) Category Placement: Canadian Short Term Fixed Income
Fund: RBC Short Term U.S. Corporate Bond ETF (RUSB) Category Placement: Global Fixed Income
Fund: Rivemont Crypto Category Placement: Miscellaneous – Other
Fund: Stone GaleForce Dividend Growth Pool Category Placement: Canadian Dividend & Income Equity
Fund: US Global GO GOLD and Precious Metal Miners ETF (GOGO) Category Placement: Precious Metals Equity
Fund: Vanguard Target Retirement 2060 Pooled Fund Category Placement: 2035+ Target Date Portfolio
Fund: Vanguard Target Retirement 2065 Pooled Fund Category Placement: 2035+ Target Date Portfolio
Fund: Veritas Long Short Fund Category Placement: Alternative Strategies

Sep

Results of New Fund Reviews – September 28, 2017

Fund: BSD Global Tech Hedge Fund L.P.
Category Placement: Alternative Strategies

Fund: Raintree Absolute Fund Category Placement: Alternative Strategies
Fund: Raintree Tactical Fund Category Placement: Alternative Strategies
Fund: RBC Qube Market Neutral Canadian Equity Fund Category Placement: Alternative Strategies
Fund: RBC Qube Market Neutral World Equity Fund Category Placement: Alternative Strategies
Fund: NBI Equity Income Private Portfolio Category Placement: Canadian Dividend & Income Equity
Fund: RBC Canadian Equity Index ETF (RCAN) Category Placement: Canadian Equity
Fund: PowerShares 1-10 Year Laddered Investment Grade Corporate Bond Index ETF (PIB) Category Placement: Canadian Fixed Income
Fund: RBC Canadian Bond Index ETF (RCUB) Category Placement: Canadian Fixed Income
Fund: Franklin Bissett Canada Plus Equity Fund Category Placement: Canadian Focused Equity
Fund: RBC Canadian Short Term Bond Index ETF (RCSB) Category Placement: Canadian Short Term Fixed Income
Fund: RBC Emerging Markets Equity Index ETF (REEM) Category Placement: Emerging Markets Equity
Fund: Dynamic iShares Active Global Financial Services ETF (DXF) Category Placement: Financial Services Equity
Fund: RBC Vision Fossil Fuel Free Global Equity Fund Category Placement: Global Equity
Fund: Dynamic iShares Active Tactical Bond ETF (DXB) Category Placement: Global Fixed Income
Fund: First Asset Enhanced Short Duration Bond ETF (FSB) Category Placement: Global Fixed Income
Fund: RBC Global Government Bond (CAD Hedged) Index ETF (RGGB) Category Placement: Global Fixed Income
Fund: TD Global Income Fund Category Placement: Global Fixed Income
Fund: TD Global Unconstrained Bond Fund Category Placement: Global Fixed Income
Fund: TD North American Small-Cap Equity Fund Category Placement: Canadian Focused Small/Mid Cap Equity
Fund: Norrep High Income Fund Category Placement: High Yield Fixed Income
Fund: Sprott Canadian Senior Debt Fund Category Placement: High Yield Fixed Income
Fund: RBC International Equity Index ETF (RINT) Category Placement: International Equity
Fund: Westboro Mortgage Investment Corporation Category Placement: Miscellaneous – Income and Real Property
Fund: First Canadian Securities 2017 QuÈbec Short-Term Super Flow-Through LP Category Placement: Natural Resources Equity
Fund: First Canadian Securities 2017 Short-Term Super Flow-Through LP Category Placement: Natural Resources Equity
Fund: Sprott 2017-II Flow-Through LP Category Placement: Natural Resources Equity
Fund: PowerShares S&P/TSX REIT Income Index ETF (REIT) Category Placement: Real Estate Equity
Fund: RBC U.S. Equity Index ETF (RUSA) Category Placement: U.S. Equity
Fund: TD U.S. Dividend Growth Fund Category Placement: U.S. Equity
Fund: Dynamic iShares Active U.S. Mid-Cap ETF (DXZ) Category Placement: U.S. Small/Mid Cap Equity
Fund: CC&L Q US Equity Extension Fund Category Placement: Alternative Strategies
Fund: Evolve Cyber Security Index ETF Category Placement: Sector Equity
Fund: Evolve North American Gender Diversity Index ETF Category Placement: North American Equity
Fund: Matco Fixed Income Fund Category Placement: Canadian Fixed Income
Fund: Matco Global Equity Fund Category Placement: Global Equity
Fund: WisdomTree Canada Quality Dividend Growth Index ETF Category Placement: Canadian Dividend & Income Equity
Fund: WisdomTree Emerging Markets Dividend Index ETF Category Placement: Emerging Markets Equity
Fund: WisdomTree U.S. MidCap Dividend Index ETF Category Placement: U.S. Small/Mid Cap Equity

Aug

Results of New Fund Reviews – August 24, 2017

Fund: 1832 AM Canadian Dividend LP
Category Placement: Canadian Dividend & Income Equity

Fund: 1832 AM Canadian Growth LP Category Placement: Canadian Focused Equity
Fund: 1832 AM Canadian Preferred Share LP Category Placement: Preferred Share Fixed Income
Fund: 1832 AM Global Completion LP Category Placement: Miscellaneous – Other
Fund: 1832 AM North American Preferred Share LP Category Placement: Preferred Share Fixed Income
Fund: 1832 AM Tactical Asset Allocation LP Category Placement: Tactical Balanced
Fund: Assumption/CI Cambridge Canadian Dividend Category Placement: Canadian Dividend & Income Equity
Fund: Assumption/CI Signature Corporate Bond Category Placement: High Yield Fixed Income
Fund: Assumption/CI Signature Global Dividend Category Placement: Global Equity
Fund: Assumption/CI Signature Global Resources Corporate Class Category Placement: Natural Resources Equity
Fund: Assumption/Fidelity Emerging Markets Category Placement: Emerging Markets Equity
Fund: Assumption/Fidelity NorthStar Balanced Category Placement: Global Netural Balanced
Fund: Assumption/JF Fixed Income Core Plus Category Placement: Canadian Fixed Income
Fund: Assumption/Louisbourg Preferred Share Category Placement: Preferred Share Fixed Income
Fund: BMO Asset Management Responsible Global Equity ESG Fund Category Placement: Global Equity
Fund: Fidelity International Low Volatility Equity Institutional Trust Category Placement: International Equity
Fund: Fidelity U.S. Low Volatility Equity Institutional Trust Category Placement: U.S. Equity
Fund: First Asset Cambridge Global Dividend ETF (FCW) Category Placement: Global Equity
Fund: First Asset MSCI International Low Risk Weighted ETF (RWX) Category Placement: International Equity
Fund: Hamilton Capital U.S. Mid-Cap Financials ETF (USD) (HFMU.U) Category Placement: Financial Services Equity
Fund: Horizons International Developed Markets Equity Index ETF C$ (HXDM) Category Placement: International Equity
Fund: Next Edge RCM Private Yield Fund Category Placement: Alternative Strategies
Fund: Quintessence Wealth Enhanced Global Balanced Fund Category Placement: Global Neutral Balanced
Fund: Quintessence Wealth Enhanced Global Fixed Income Fund Category Placement: Global Fixed Income
Fund: Quintessence Wealth Enhanced Global Growth Fund Category Placement: Global Equity
Fund: Quintessence Wealth Enhanced Long/Short Total Return Fund Category Placement: Alternative Strategies
Fund: RBC Target 2035 Education Fund Category Placement: 2035 Target Date Portfolio
Fund: Scotia Private Canadian All Cap Equity Pool Category Placement: Canadian Equity
Fund: Scotia Private Fundamental Canadian Equity Pool Category Placement: Canadian Focused Equity
Fund: Scotia Private Global Credit Pool Category Placement: Global Fixed Income
Fund: Scotia Private Global Low Volatility Equity Pool Category Placement: Global Equity
Fund: Scotia Private Total Return Bond Pool Category Placement: Canadian Fixed Income
Fund: Scotia Total Return Bond LP Category Placement: Canadian Fixed Income
Fund: Scotia U.S. Dividend Growers LP Category Placement: U.S. Equity
Fund: Scotia U.S. Low Volatility Equity LP Category Placement: U.S. Equity
Fund: Signature Floating Rate Income Pool Category Placement: Floating Rate Loan
Fund: SSQ Guardian Canadian Dividend Equity GIF Category Placement: Canadian Dividend & Income Equity
Fund: SSQ Guardian Conservative Monthly Income GIF Category Placement: Canadian Fixed Income Balanced
Fund: SSQ Guardian Monthly Income GIF Category Placement: Global Equity Balanced

Jul

Results of New Fund Reviews – July 27, 2017

Fund: BMO International Equity Fund Series A
Category Placement: International Equity

Fund: BMO Japan Fund Series A Category Placement: Geographic Equity
Fund: CIBC Balanced Growth Passive Portfolio Category Placement: Global Equity Balanced
Fund: CIBC Balanced Passive Portfolio Category Placement: Global Neutral Balanced
Fund: CIBC Conservative Passive Portfolio Category Placement: Canadian Fixed Income Balanced
Fund: DFC Emerging Markets Equity Category Placement: Emerging Markets Equity
Fund: DFS CC&L Bond Category Placement: Canadian Fixed Income
Fund: DFS CC&L Canadian Long Term Bond Category Placement: Canadian Long Term Fixed Income
Fund: DFS Fidelity International Low Volatility Equity Category Placement: International Equity
Fund: DFS Fidelity U.S. Low Volatility Equity Category Placement: U.S. Equity
Fund: Equity Index Pooled Fund Category Placement: Global Equity
Fund: EUROPEAN DIVIDEND GROWTH FUND Category Placement: European Equity
Fund: FÉRIQUE Aggressive Growth Portfolio Category Placement: Global Equity Balanced
Fund: FÉRIQUE Conservative Portfolio Category Placement: Canadian Fixed Income Balanced
Fund: Goldenwise Multi Strategy Fund Category Placement: Alternative Strategies
Fund: Guardian Canadian Equity Select Fund Category Placement: Canadian Dividend & Income Equity
Fund: Guardian International Equity Select Fund Category Placement: International Equity
Fund: Guardian U.S. Equity Select Fund Category Placement: U.S. Equity
Fund: Harvest Global REIT Leaders Income ETF (HGR) Category Placement: Real Estate Equity
Fund: Jemekk Long/Short Fund L.P. Category Placement: Alternative Strategies
Fund: Jemekk Total Return Fund L.P. Category Placement: Alternative Strategies
Fund: Laurus US Small Cap Fund Category Placement: U.S. Small/Mid Cap Equity
Fund: Middlefield Healthcare & Life Sciences Dividend Fund Category Placement: Sector Equity
Fund: Quadrus Growth and Income Fund (GWLIM) Quadrus Series Category Placement: Global Neutral Balanced
Fund: Quadrus International Core Equity Fund (Putnam) Quadrus Series Category Placement: International Equity
Fund: Quadrus U.S. Dividend Fund (GWLIM) Quadrus Series Category Placement: U.S. Equity
Fund: Quadrus U.S. Value Fund (Putnam) Quadrus Series Category Placement: U.S. Equity
Fund: Russell Investments ESG Global Equity Fund Category Placement: Global Equity
Fund: T. Rowe Price Global Growth Equity Pool Category Placement: Global Equity
Fund: T. Rowe Price Intrnl Cncntrtd Eq Pool Category Placement: International Equity
Fund: T. Rowe Price US Lrge Cap Cr Gr Eq Pool Category Placement: U.S. Equity
Fund: Vertex Strategic Income Fund Category Placement: Global Fixed Income
Fund: WindWise U.S. Managed Vol Non-Lending Category Placement: U.S. Equity
Fund: WisdomTree Yield Enhanced Canada Aggregate Bd Idx ETF Category Placement: Canadian Fixed Income
Fund: WisdomTree Yld Enh Canada ST Aggregate Bd Idx ETF Category Placement: Canadian Short Term Fixed Income

Jun

Results of New Fund Reviews – June 22, 2017

Fund: Celernus Credit Opportunities Fund
Category Placement: Alternative Strategies

Fund: Counsel Canadian Balanced Portfolio Category Placement: Canadian Neutral Balanced
Fund: Counsel Canadian Conservative Portfolio Category Placement: Canadian Fixed Income Balanced
Fund: Counsel Canadian Growth Portfolio Category Placement: Canadian Equity Balanced
Fund: Franklin Liberty Canadian Investment Grade Corporate ETF (FLCI) Category Placement: Canadian Fixed Income
Fund: Franklin Liberty Risk Managed Canadian Equity ETF (FLRM) Category Placement: Canadian Equity
Fund: Franklin LibertyQT International Equity Index ETF (FLDM) Category Placement: International Equity
Fund: Franklin LibertyQT U.S. Equity Index ETF (FLUS) Category Placement: U.S. Equity
Fund: Franklin Target Return Fund Category Placement: Alternative Strategies
Fund: iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV) Category Placement: Canadian Dividend & Income Equity
Fund: iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged) (XDGH) Category Placement: Global Equity
Fund: iShares Core MSCI Global Quality Dividend Index ETF (XDG) Category Placement: Global Equity
Fund: iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) (XDUH) Category Placement: U.S. Equity
Fund: iShares Core MSCI US Quality Dividend Index ETF (XDU) Category Placement: U.S. Equity
Fund: Loubani Fund I LP Category Placement: Alternative Strategies
Fund: Manulife Diversified Alpha Portfolio Category Placement: Global Equity Balanced
Fund: Manulife Income Fund 2022 Category Placement: 2025 Target Date Portfolio
Fund: Manulife Income Fund 2027 Category Placement: 2030 Target Date Portfolio
Fund: Manulife Income Fund 2032 Category Placement: 2035 Target Date Portfolio
Fund: Manulife Income Fund 2037 Category Placement: 2035+ Target Date Portfolio
Fund: Manulife Income Fund 2042 Category Placement: 2035+ Target Date Portfolio
Fund: Manulife Income Fund 2047 Category Placement: 2035+ Target Date Portfolio
Fund: Manulife Income Fund 2052 Category Placement: 2035+ Target Date Portfolio
Fund: Manulife Income Fund 2057 Category Placement: 2035+ Target Date Portfolio
Fund: Manulife Income Fund 2062 Category Placement: 2035+ Target Date Portfolio
Fund: Manulife Income Fund 2067 Category Placement: 2035+ Target Date Portfolio
Fund: Manulife Quantitative Fixed Income Fund 2022 Category Placement: Canadian Fixed Income
Fund: Manulife Quantitative Fixed Income Fund 2027 Category Placement: Canadian Fixed Income
Fund: Manulife Quantitative Fixed Income Fund 2032 Category Placement: Canadian Fixed Income
Fund: Manulife Quantitative Fixed Income Fund 2037 Category Placement: Canadian Fixed Income
Fund: Manulife Quantitative Fixed Income Fund 2042 Category Placement: Canadian Fixed Income
Fund: NorthStream Credit Strategies Fund LP Category Placement: Alternative Strategies
Fund: Purpose Short Duration Tactical Bond Fund Category Placement: Canadian Short Term Fixed Income
Fund: Sentry Defensive Income Portfolio Category Placement: Global Fixed Income Balanced
Fund: Sprott Alternative Income Fund Category Placement: Alternative Strategies

May

Results of New Fund Reviews – May 25, 2017

Fund: Alitis Private Real Estate LP
Category Placement: Miscellaneous – Income and Real Property

Fund: BGICL LifePath 2050 Index Fund (QSZ) Category Placement: 2035+ Target Date Portfolio
Fund: Curvature Multi-Strategy Fund Category Placement: Alternative Strategies
Fund: Dynamic Global Growth Opportunities Fund Category Placement: Alternative Strategies
Fund: Equitable Life Dynamic Equity Income Fund Select Category Placement: Canadian Dividend & Income Equity
Fund: Equitable Life Dynamic U.S. Monthly Income Fund Category Placement: Global Equity Balanced
Fund: Equitable Life Mackenzie Ivy Canadian Balanced Fund Category Placement: Canadian Equity Balanced
Fund: Equitable Life Mackenzie Ivy Global Balanced Fund Select Category Placement: Global Equity Balanced
Fund: Equitable Life Trimark Diversified Yield Fund Select Category Placement: Canadian Equity Balanced
Fund: Equitable Life Trimark Fund Select Category Placement: Global Equity
Fund: Excel Global Balanced Asset Allocation ETF (EXGB) Category Placement: Global Fixed Income Balanced
Fund: Excel Global Growth Asset Allocation ETF (EXGG) Category Placement: Global Neutral Balanced
Fund: Fidelity Canadian Real Return Bond Index Investment Trust Category Placement: Canadian Inflation Protected Fixed Income
Fund: Fidelity Multi-Sector Bond Currency Neutral Fund Category Placement: High Yield Fixed Income
Fund: Fidelity Multi-Sector Bond Fund Category Placement: High Yield Fixed Income
Fund: FT Balanced Growth Pool Category Placement: Tactical Balanced
Fund: FT Balanced Income Pool Category Placement: Tactical Balanced
Fund: FT Growth Pool Category Placement: Global Equity Balanced
Fund: Harbour Analyst Fund Category Placement: Global Equity
Fund: Invesco Select Emerging Markets Equity Pool Category Placement: Emerging Markets Equity
Fund: Kuber Mortgage Investment Corporation Category Placement: Miscellaneous – Income and Real Property
Fund: Mackenzie Global Credit Opportunities Fund Category Placement: High Yield Fixed Income
Fund: Mackenzie Global High Yield Fixed Income ETF (MHYB) Category Placement: High Yield Fixed Income
Fund: Mackenzie US Strategic Income Fund Category Placement: Global Neutral Balanced
Fund: Manulife Balanced Portfolio Category Placement: Global Neutral Balanced
Fund: Manulife Conservative Portfolio Category Placement: Global Fixed Income Balanced
Fund: Manulife Growth Portfolio Category Placement: Global Equity Balanced
Fund: Manulife Moderate Portfolio Category Placement: Global Fixed Income Balanced
Fund: Maxam Diversified Strategies Fund Category Placement: Alternative Strategies
Fund: Morningstar Aggressive Portfolio Category Placement: Global Equity
Fund: Morningstar Balanced Portfolio Category Placement: Global Neutral Balanced
Fund: Morningstar Conservative Portfolio Category Placement: Global Fixed Income Balanced
Fund: Morningstar Growth Portfolio Category Placement: Global Equity Balanced
Fund: Morningstar Moderate Portfolio Category Placement: Global Fixed Income Balanced
Fund: NBI Balanced Portfolio Category Placement: Global Neutral Balanced
Fund: NBI Canadian Diversified Bond Private Portfolio Category Placement: Canadian Fixed Income
Fund: NBI Conservative Portfolio Category Placement: Global Fixed Income Balanced
Fund: NBI Equity Portfolio Category Placement: Global Equity
Fund: NBI Growth Portfolio Category Placement: Global Equity Balanced
Fund: NBI International High Conviction Equity Private Portfolio Category Placement: International Equity
Fund: NBI Moderate Portfolio Category Placement: Global Neutral Balanced
Fund: NBI Multiple Asset Class Private Portfolio Category Placement: Global Equity Balanced
Fund: NBI North American Dividend Private Portfolio Category Placement: North American Equity
Fund: NBI Secure Portfolio Category Placement: Global Fixed Income Balanced
Fund: NBI U.S. Growth & Income Private Portfolio Category Placement: U.S. Equity
Fund: Portland 15 of 15 Fund Category Placement: Global Equity
Fund: Vertex Arbitrage Fund Plus Category Placement: Alternative Strategies
Fund: WHL (Canada) I LP Category Placement: Alternative Strategies

Apr

Results of New Fund Reviews – Apr 20, 2017

Fund: Horizons Medical Marijuana Life Sciences ETF(HMMJ)
Category Placement: Sector Equity

Fund: Invesco Global Dividend Income Fund Category Placement: Global Equity
Fund: Invesco Global Monthly Income Fund Category Placement: Global Neutral Balanced
Fund: Lysander-Canso Broad Corporate Bond Fund Category Placement: Global Fixed Income
Fund: MDPIM Global Tactical Opportunities Pool Category Placement: Alternative Strategies
Fund: MDPIM International Equity Index Pool Category Placement: International Equity
Fund: MDPIM S&P 500 Index Pool Category Placement: U.S. Equity
Fund: MDPIM S&P/TSX Capped Composite Index Pool Category Placement: Canadian Equity
Fund: Multi-Asset Equity Completion Category Placement: Global Equity
Fund: Russell Investments Multi-Factor International Equity Pool Category Placement: International Equity
Fund: Turtle Creek US Equity Fund Category Placement: U.S. Equity
Fund: June 2021 Investment Grade Bond Pool Category Placement: Canadian Fixed Income
Fund: Desjardins 1-5 Year Laddered Canadian Corpate Bond ETF Category Placement: Canadian Short Term Fixed Income
Fund: Desjardins 1-5 Year Laddered Canadian Government Bond ETF Category Placement: Canadian Short Term Fixed Income
Fund: Desjardins Canadian Preferred Share ETF Category Placement: Preferred Share Fixed Income
Fund: Desjardins Canadian Short Term Bond ETF Category Placement: Canadian Short Term Fixed Income
Fund: Desjardins Canadian Universe Bond ETF Category Placement: Canadian Fixed Income
Fund: Desjardins Cnd Mltfct-Cntrld Volatil ETF Category Placement: Canadian Equity
Fund: Desjardins DevxUSAxCndMltfct-CntrdVolETF Category Placement: International Equity
Fund: Desjardins EM Mltfct-Cntrd Volatil ETF Category Placement: Emerging Markets Equity
Fund: Desjardins USA Mltfct-Cntrld Volatil ETF Category Placement: U.S. Equity
Fund: Goodman & Co. Core Equity Strategy Category Placement: Global Equity
Fund: Lysander-Triasima All Country Equity Category Placement: Global Equity
Fund: Lysander-Triasima Balanced Income Category Placement: Global Equity Balanced

Mar

Results of New Fund Reviews – Mar 23, 2017

Fund: Centurion Financial Trust
Category Placement: Miscellaneous – Income and Real Property

Fund: Clearpoint Short Term Income Fund Category Placement: High Yield Fixed Income
Fund: Fiera Active Short Term Canadian Municipal Bond Category Placement: Canadian Short Term Fixed Income
Fund: Fiera Canadian Equity Category Placement: Canadian Equity
Fund: GWL Monthly Income (London Capital) Category Placement: Canadian Neutral Balanced
Fund: Lysander-Fulcra Corporate Securities Fund Category Placement: Global Fixed Income Balanced
Fund: Manulife Multifactor Canadian Large Cap Index ETF (MCLC) Category Placement: Canadian Equity
Fund: Manulife Multifactor Developed International Index ETF (MINT) Category Placement: International Equity
Fund: Manulife Multifactor U.S. Large Cap Index ETF (MULC) Category Placement: U.S. Equity
Fund: Manulife Multifactor U.S. Mid Cap Index ETF (MUMC) Category Placement: U.S. Equity
Fund: Sprott 2017 Flow-Through Limited Partnership Category Placement: Natural Resources Equity
Fund: TD Emerald Pooled U.S. Fund Category Placement: U.S. Equity
Fund: Vanguard Global All-Cap ex Canada Equity Index Pooled Fund Category Placement: Global Equity
Fund: VPC Specialty Finance Fund Category Placement: Alternative Strategies

Feb

Results of New Fund Reviews – Feb 23, 2017

Fund: Algonquin Trust
Category Placement: Alternative Strategies

Fund: BMO Advantaged Canadian Q-Model Fund Category Placement: Canadian Equity
Fund: BMO Advantaged U.S. Q-Model Fund Category Placement: U.S. Equity
Fund: BMO Canadian High Dividend Covered Call ETF (ZWC) Category Placement: Canadian Dividend & Income Equity
Fund: BMO Canadian Q-Model Trust Category Placement: Canadian Equity
Fund: BMO Global Banks Hedged to CAD Index ETF (BANK) Category Placement: Financial Services Equity
Fund: BMO Global Consumer Discretionary Hedged to CAD Index ETF (DISC) Category Placement: Global Equity
Fund: BMO Global Consumer Staples Hedged to CAD Index ETF (STPL) Category Placement: Global Equity
Fund: BMO Global Insurance Hedged to CAD Index ETF (INSR) Category Placement: Global Equity
Fund: BMO Long-Term US Treasury Bond Index ETF (ZTL) Category Placement: Global Fixed Income
Fund: BMO Mid-Term US Treasury Bond Index ETF (ZTM) Category Placement: Global Fixed Income
Fund: BMO Short-Term US Treasury Bond Index ETF (ZTS) Category Placement: Global Fixed Income
Fund: BMO U.S. Q-Model Trust Category Placement: U.S. Equity
Fund: BMO US Preferred Share Hedged to CAD Index ETF (ZHP) Category Placement: Preferred Share Fixed Income
Fund: BMO US Preferred Share Index ETF (ZUP) Category Placement: Preferred Share Fixed Income
Fund: BMO US Put Write Hedged to CAD ETF (ZPH) Category Placement: Miscellaneous – Income and Real Property
Fund: Caldwell Growth Opportunities Fund Category Placement: Alternative Strategies
Fund: Caldwell Pendragon Fund Category Placement: Alternative Strategies
Fund: Cortland Credit Strategies RRSP Fund Category Placement: Alternative Strategies
Fund: Hamilton Capital Global Financials Yield ETF Category Placement: Financial Services Equity
Fund: IA Group Canadian Corporate Bond Category Placement: Canadian Fixed Income
Fund: IA Group Global Diversified (Forstrong) Category Placement: Global Equity Balanced
Fund: IA Group Global Equity Shareholder Yld (TD-Epoch) Category Placement: Global Equity
Fund: IA Group Global Targeted Returns (Invesco) Category Placement: Alternative Strategies
Fund: Jones Collombin Balanced Fund (JCBF) Category Placement: Canadian Equity Balanced
Fund: Jones Collombin North American Equity Fund (JCNA) Category Placement: North American Equity
Fund: Landry Razorbill Income Plus Fund Category Placement: Canadian Fixed Income
Fund: Leith Wheeler US Small/Mid-Cap Equity F Category Placement: U.S. Small/Mid Cap Equity
Fund: LL Advanced Fund (CI) Category Placement: Global Equity Balanced
Fund: LL Aggressive Fund (CI) Category Placement: Global Equity
Fund: LL Balanced Fund (CI) Category Placement: Global Equity Balanced
Fund: LL Balanced Growth Fund (CI) Category Placement: Global Equity Balanced
Fund: LL Conservative Fund (CI) Category Placement: Global Fixed Income Balanced
Fund: LL Moderate Balanced Fund (CI) Category Placement: Global Neutral Balanced
Fund: LL Moderate Fund (CI) Category Placement: Global Neutral Balanced
Fund: M&P Canadian Dividend Growth Pool Category Placement: Canadian Dividend & Income Equity
Fund: M&P Diversified Fixed Income Pool Category Placement: Global Fixed Income
Fund: M&P Global Balanced Pool Category Placement: Global Equity Balanced
Fund: M&P Global Dividend Growth Pool Category Placement: Global Equity
Fund: M&P International Equity Pool Category Placement: International Equity
Fund: M&P Tactical Monthly Income Pool Category Placement: Tactical Balanced
Fund: M&P U.S. Dividend Growth Pool Category Placement: U.S. Equity
Fund: Mawer Emerging Markets Equity Fund Category Placement: Emerging Markets Equity
Fund: PowerShares S&P 500 High Dividend Low Volatility Index ETF (UHD) Category Placement: U.S. Equity
Fund: PowerShares S&P Global ex. Canada High Dividend Low Volatility Index ETF (GHD) Category Placement: Global Equity
Fund: Redwood U.S. Preferred Share Fund Category Placement: Preferred Share Fixed Income
Fund: SFRO Balanced Fund Category Placement: Global Equity Balanced
Fund: The Alpha Fund LP Category Placement: North American Equity

Jan

Results of New Fund Reviews – Jan 26, 2017

Fund: ATBIS Canadian Equity Pool
Category Placement: Canadian Equity

Fund: ATBIS Fixed Income Pool Category Placement: Canadian Fixed Income
Fund: ATBIS International Equity Pool Category Placement: International Equity
Fund: ATBIS U.S. Equity Pool Category Placement: U.S. Equity
Fund: BMO Ascent Balanced Portfolio Category Placement: Global Neutral Balanced
Fund: BMO Ascent Conservative Portfolio Category Placement: Global Fixed Income Balanced
Fund: BMO Ascent Equity Growth Portfolio Category Placement: Global Equity
Fund: BMO Ascent Growth Portfolio Category Placement: Global Equity Balanced
Fund: BMO Ascent Income Portfolio Category Placement: Global Fixed Income Balanced
Fund: Crystal Wealth Conscious Capital Strategy Category Placement: Alternative Strategies
Fund: Dundee Global Resource Class Category Placement: Natural Resources Equity
Fund: Dynamic iShares Active Canadian Dividend ETF (DXC) Category Placement: Canadian Dividend & Income Equity
Fund: Dynamic iShares Active Crossover Bond ETF (DXO) Category Placement: High Yield Fixed Income
Fund: Dynamic iShares Active Global Dividend ETF (DXG) Category Placement: Global Equity
Fund: Dynamic iShares Active Preferred Shares ETF (DXP) Category Placement: Preferred Share Fixed Income
Fund: Dynamic iShares Active U.S. Dividend ETF (DXU) Category Placement: U.S. Equity
Fund: Fidelity Canadian Short Term Fixed Income Investment Trust Category Placement: Canadian Short Term Fixed Income
Fund: Fidelity Insights Class Category Placement: Global Equity
Fund: Fidelity Insights Investment Trust Category Placement: Global Equity
Fund: Fiera Capital International Equity Fund Category Placement: International Equity
Fund: Formula Growth Focus Fund Category Placement: Alternative Strategies
Fund: Franklin Bissett Canadian Government Bond Fund Category Placement: Canadian Fixed Income
Fund: Franklin Quotential Fixed Income Portfolio Category Placement: Global Fixed Income
Fund: Horizons Absolute Return Global Currency ETF (HARC) Category Placement: Alternative Strategies
Fund: J.C. Clark Adaly Trust Category Placement: Alternative Strategies
Fund: QuantShares Enhanced Core Canadian Equity ETF (QCD) Category Placement: Canadian Equity
Fund: QuantShares Enhanced Core Emerging Markets Equity ETF (QEM) Category Placement: Emerging Markets Equity
Fund: QuantShares Enhanced Core International Equity ETF (QIE) Category Placement: International Equity
Fund: QuantShares Enhanced Core US Equity ETF (QUS) Category Placement: U.S. Equity
Fund: QuantShares Global Equity Rotation ETF (QGL) Category Placement: Global Equity
Fund: QuantShares MultiAsset Allocation ETF (QMA) Category Placement: Global Equity Balanced
Fund: QuantShares MultiAsset Income Allocation ETF (QMY) Category Placement: Global Fixed Income Balanced
Fund: Rae Lipskie Partners Foreign Equity Fund Category Placement: Global Equity
Fund: SIA Tactical Market Neutral Pool Category Placement: Alternative Strategies
Fund: SIA Tactical U.S. Pool Category Placement: U.S. Equity
Fund: TD Managed Aggressive Growth ETF Portfolio Category Placement: Global Equity Balanced
Fund: TD Managed Balanced Growth ETF Portfolio Category Placement: Global Neutral Balanced
Fund: TD Managed Income & Moderate Growth ETF Portfolio Category Placement: Global Neutral Balanced
Fund: TD Managed Income ETF Portfolio Category Placement: Canadian Fixed Income Balanced
Fund: TD Managed Maximum Equity Growth ETF Portfolio Category Placement: Global Equity
Fund: Terra 2016 Short-Term Flow-Through Limited Partnership Category Placement: Natural Resources Equity
Fund: Vanguard Short Term Investment Pooled Fund Category Placement: Canadian Money Market

2016

Dec

Results of New Fund Reviews – Dec 22, 2016

Fund: BMO Private Preferred Share Pooled Portfolio
Category Placement: Preferred Share Fixed Income

Fund: Desjardins Canadian Equity Fund
Category Placement: Canadian Equity

Fund: IA Clarington Inhance Bond SRI Fund
Category Placement: Canadian Fixed Income

Fund: NBI Unconstrained Fixed Income Fund
Category Placement: Global Fixed Income

Fund: Franklin K2 Alternative Strategies F
Category Placement: Alternative Strategies

Fund: LL Cambridge Asset Allocation Fund (CI)
Category Placement: Tactical Balanced

Fund: LA Capitale Global Dividend (TDAM)
Category Placement: Global Equity

Fund: La Capitale Global Infras Eq (Dynamic)
Category Placement: Global Infrastructure Equity

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

Fund: Vanguard Canadian Corporate Bond Index ETF (VCB)
Category Placement: Canadian Fixed Income

Fund: Vanguard Canadian Government Bond Index ETF (VGB)
Category Placement: Canadian Fixed Income

Fund: Vanguard Canadian Long-Term Bond Index ETF (VLB)
Category Placement: Canadian Long Term Fixed Income

Fund: Vanguard Canadian Short-Term Government Bond Index ETF (VSG)
Category Placement: Canadian Short Term Fixed Income

Nov

Results of New Fund Reviews – Nov 24, 2016

Fund: CAN Canadian Low Volatility (LC)
Category Placement: Canadian Equity

Fund: CAN Global Low Volatility (ILIM)
Category Placement: Global Equity

Fund: CAN Global Monthly Income (LC)
Category Placement: Global Equity Balanced

Fund: GWL Canadian Low Volatility (LC)
Category Placement: Canadian Equity

Fund: GWL Global Monthly Income
Category Placement: Global Equity Balanced

Fund: Tangerine Dividend Portfolio
Category Placement: Global Equity

Fund: BlueBay Global Investment Grade Corporate Bond Fund (Canada)
Category Placement: Global Fixed Income

Fund: BlueBay Global Sovereign Bond Fund (Canada)
Category Placement: Global Fixed Income

Fund: Brand Leaders Plus Income ETF (HBF)
Category Placement: Global Equity

Fund: Energy Leaders Plus Income ETF (HPF)
Category Placement: Energy Equity

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

Fund: Fidelity Balanced Managed Risk Portfolio
Category Placement: Global Equity Balanced

Fund: Fidelity Conservative Managed Risk Portfolio
Category Placement: Global Neutral Balanced

Fund: US Buyback Leaders ETF (HUL)
Category Placement: U.S. Equity

Fund: Healthcare Leaders Income ETF (HHL)
Category Placement: Sector Equity

Fund: Prospector Resource Fund
Category Placement: Alternative Strategies

Fund: Quadrus Mackenzie Canadian Growth Fund
Category Placement: Canadian Focused Equity

Fund: RBC Trend Canadian Equity Fund
Category Placement: Canadian Equity

Fund: SSQ CI Signature Corporate Bond GIF
Category Placement: High Yield Fixed Income

Fund: SSQ Hexavest All-Country Global Equity GIF
Category Placement: Global Equity

Fund: Heward Global Leaders Fund
Category Placement: Global Equity

Fund: Heward Income Fund
Category Placement: Canadian Neutral Balanced

Fund: Investors Money Maximizer
Category Placement: Canadian Short Term Fixed Income

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

Fund: LionGuard Opportunities Fund LP
Category Placement: Alternative Strategies

Fund: Majestic Evolution Fund
Category Placement: Alternative Strategies

Fund: Qwest Productivity Media Income Trust
Category Placement: Alternative Strategies

Fund: Social Housing Canadian Bond
Category Placement: Canadian Fixed Income

Fund: Social Housing Canadian Equity
Category Placement: Canadian Focused Equity

Fund: Social Housing Canadian Short-Term Bond
Category Placement: Canadian Short Term Fixed Income

Oct

Results of New Fund Reviews – Oct 27, 2016

Fund: Toron AMI Global Equity
Category Placement: Global Equity

Fund: JF Global Equity ACWI
Category Placement: Global Equity

Fund: JF International Equity ACWI ex US
Category Placement: International Equity

Fund: BMG Silver Bullion Fund
Category Placement: Commodity

Fund: NEI Generational Leaders Fund
Category Placement: Global Equity

Fund: NEI Global Value Fund
Category Placement: Global Equity

Fund: Loomis Sayles Global Strategic Alpha Fund
Category Placement: Alternative Strategies

Fund: Franklin U.S. Rising Dividends Fund
Category Placement: U.S. Equity

Fund: Palos WP Growth Fund
Category Placement: Alternative Strategies

Fund: DFS Invesco Global Absolute Return
Category Placement: Alternative Strategies

Fund: DFS Lazard International Equity
Category Placement: International Equity

Fund: Manulife International Equity Private Segregated Pool
Category Placement: International Equity

Fund: Manulife Ivy Foreign Equity Fund (Mackenzie)
Category Placement: Global Equity

Fund: Manulife National Bank Bundle GIF
Category Placement: Canadian Equity Balanced

Fund: Manulife Strategic Income Signature 2.0 Ideal
Category Placement: High Yield Fixed Income

Fund: Marret High Yield Hedge LP
Category Placement: Alternative Strategies

Fund: PH&N Enhanced Corporate Bond Trust
Category Placement: Canadian Fixed Income

Fund: Purpose Canadian Financial Income Fund
Category Placement: Financial Services

Fund: Purpose Conservative Income Fund
Category Placement: Global Neutral Balanced

Fund: Razorbill Beta Plus Canadian Universe Bond Fund LP
Category Placement: Alternative Strategies

Fund: Sprott 2016-II Flow-Through LP
Category Placement: Natural Resources Equity

Fund: Tonus Partners’ Fund
Category Placement: Alternative Strategies

Fund: Wells Plus 6ix Entertainment Fund
Category Placement: Alternative Strategies

Fund: Wells Plus 6ix Mortgage Opportunities Fund
Category Placement: Alternative Strategies

Fund: Wells Plus 6ix Retirement One Fund
Category Placement: Alternative Strategies

Sep

Results of New Fund Reviews – Sep 22, 2016

Fund: BlueBay European High Yield Bond Fund (Canada)
Category Placement: High Yield Fixed Income

Fund: Crystalline Emerald Global Macro Fund
Category Placement: Alternative Strategies

Fund: Dynamic Global Equity Income Fund
Category Placement: Global Equity

Fund: Dynamic Global Strategic Yield Fund
Category Placement: Tactical Balanced

Fund: Dynamic U.S. Equity Income Fund
Category Placement: U.S. Equity

Fund: Dynamic U.S. Strategic Yield Fund
Category Placement: Tactical Balanced

Fund: Fieldhouse Global Diversified Core
Category Placement: Alternative Strategies

Fund: First Asset Cambridge Core Canadian Equity ETF (FCE)
Category Placement: Canadian Equity

Fund: First Asset Cambridge Core U.S. Equity ETF (FCY)
Category Placement: U.S. Equity

Fund: First Asset Canadian Buyback Index ETF (FBE)
Category Placement: Alternative Strategies

Fund: First Asset Canadian Dividend Low Volatility Index ETF (FDL)
Category Placement: Canadian Dividend & Income Equity

Fund: First Asset U.S. Buyback Index ETF (FBU)
Category Placement: U.S. Equity

Fund: First Asset U.S. Equity Multi-Factor Index ETF (FUM)
Category Placement: U.S. Equity

Fund: First Asset U.S. Tactical Sector Allocation Index ETF (FUT)
Category Placement: Tactical Balanced

Fund: First Asset U.S. TrendLeaders Index ETF (FUL)
Category Placement: U.S. Equity

Fund: FMOQ Omniresponsable Fund
Category Placement: Global Equity Balanced

Fund: Horizons US 7-10 Year Treasury Bond CAD Hedged ETF (HTH)
Category Placement: Global Fixed Income

Fund: London Life Canadian Bond (F)
Category Placement: Canadian Fixed Income

Fund: London Life Canadian Systematic Equity (F)
Category Placement: Canadian Equity

Fund: London life Enhanced Dividend (Laketon)
Category Placement: Canadian Dividend & Income Equity

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

Fund: London Life U.S. Equity (Fid)
Category Placement: U.S. Equity

Fund: MDPIM Canadian Bond Pool
Category Placement: Canadian Fixed Income

Fund: MDPIM Canadian Long Term Bond Pool
Category Placement: Canadian Long Term Fixed Income

Fund: MDPIM Dividend Pool
Category Placement: Canadian Dividend & Income Equity

Fund: MDPIM Emerging Markets Equity Pool
Category Placement: Emerging Markets Equity

Fund: MDPIM International Equity Pool
Category Placement: International Equity

Fund: MDPIM Strategic Opportunities Pool
Category Placement: Global Small/Mid Cap Equity

Fund: MDPIM Strategic Yield Pool
Category Placement: Global Fixed Income Balanced

Fund: Middlefield Healthcare & Wellness Dividend Fund
Category Placement: Sector Equity

Fund: Morningstar Strategic Canadian Equity Fund
Category Placement: Canadian Equity

Fund: Pendragon Global Advantage Fund
Category Placement: Alternative Strategic

Fund: Phoenix Prudent and Opportunistic Balanced Fund
Category Placement: Alternative Strategies

Fund: Phoenix Prudent and opportunistic Equity Fund
Category Placement: Alternative Strategies

Fund: Polar Opportunities Fund (Canada) L.P.
Category Placement: Alternative Strategies

Fund: Probity Mining 2016 Short Duration Flow-Through LP
Category Placement: Natural Resources Equity

Fund: RBC Emerging Markets Bond Fund (CAD Hedged)
Category Placement: High Yield Fixed Income

Fund: RBC Emerging Markets Multi-Strategy Equity Fund
Category Placement: Emerging Markets Equity

Fund: RBC European Mid-Cap Equity Fund
Category Placement: European Equity

Fund: RBC Retirement 2020 Portfolio
Category Placement: Short Term Target Date Portfolio

Fund: RBC Retirement 2025 Portfolio
Category Placement: 2025 Target Date Portfolio

Fund: RBC Retirement 2030 Portfolio
Category Placement: 2030 Target Date Portfolio

Fund: RBC Retirement 2035 Portfolio
Category Placement: 2035 Target Date Portfolio

Fund: RBC Retirement 2040 Portfolio
Category Placement: 2035+ Target Date Portfolio

Fund: RBC Retirement 2045 Portfolio
Category Placement: 2035+ Target Date Portfolio

Fund: RBC Retirement 2050 Portfolio
Category Placement: 2035+ Target Date Portfolio

Fund: RBC Retirement Income Solution
Category Placement: Canadian Fixed Income Balanced

Fund: Redwood UIT Energy Producers Class
Category Placement: Energy Equity

Fund: Redwood UIT Global REIT Fund
Category Placement: Real Estate Equity

Fund: Redwood UIT Gold Developers & Producers Class
Category Placement: Precious Metals Equity

Aug

Results of New Fund Reviews – Aug 25, 2016

Fund: DFS BlackRock LifePath 2055 Index
Category Placement: 2035+ Target Date Portfolio

Fund: First Asset Investment Grade Bond ETF (FIG)
Category Placement: Canadian Fixed Income

Fund: First Trust Dorsey Wright Dynamic U.S. Sector Rotation index ETF (CAD-Hedged) (FSR)
Category Placement: U.S. Equity

Fund: London Life American Equity (MFS)
Category Placement: U.S. Equity

Fund: Louisbourg preferred Share Fund
Category Placement: Preferred Share Fixed Income

Fund: Marret Enhanced Tactical Fixed Income Fund
Category Placement: Alternative Strategies

Fund: Marret High Grade Hedge Fund
Category Placement: Alternative Strategies

Fund: Marret High Yield Fund
Category Placement: Alternative Strategies

Fund: Marret Investment Grade Hedged Strategies Fund
Category Placement: Alternative Strategies

Fund: Marret Tactical Energy Fund
Category Placement: Alternative Strategies

Fund: Meritage Tactical ETF Fixed Income Portfolio
Category Placement: Canadian Fixed Income

Fund: NISO Fund LP
Category Placement: Alternative Strategies

Fund: RBC Canadian Preferred Share ETF (RPF)
Category Placement: Preferred Share Fixed Income

Fund: RBC Quant Global Infrastructure Leaders ETF (RIG)
Category Placement: Global Infrastructure Equity

Fund: RBC Quant Global Real Estate Leaders ETF (RGP)
Category Placement: Real Estate Equity

Fund: RBC Target 2022 Corporate Bond Index ETF (RQJ)
Category Placement: Canadian Fixed Income

Fund: RBC Target 2023 Corporate Bond Index ETF (RQK)
Category Placement: Canadian Fixed Income

Fund: RISE Properties Trust
Category Placement: Miscellaneous – Income & Real Property

Fund: WisdomTree Europe Hedged Equity Index ETF (EHE)
Category Placement: European Equity

Fund: WisdomTree International Quality Dividend Growth Index ETF (IQD)
Category Placement: International Equity

Fund: WisdomTree U.S. High Dividend Index ETF (HID)
Category Placement: U.S. Equity

Fund: WisdomTree U.S. Quality Dividend Growth Dynamic Hedged Index ETF (DQD)
Category Placement: U.S. Equity

Fund: WisdomTree U.S. Quality Dividend Growth Index ETF (DGR)
Category Placement: U.S. Equity

Fund: MWG Global Equity Growth
Category Placement: Global Equity

Fund: MWG Income Growth
Category Placement: Global Equity

Fund: Meritage Tactical ETF Equity Portfolio
Category Placement: Global Equity

Fund: TWC Risk-Managed Balanced Growth Fund
Category Placement: Alternative Strategies

Jul

Results of New Fund Reviews – Jul 28, 2016

Fund: Arrow Global Growth Fund
Category Placement: Alternative Strategies

Fund: Canoe Floating Rate Income Fund
Category Placement: Floating Rate Loan

Fund: CC&L Global Market Neutral Fund
Category Placement: Alternative Strategies

Fund: CI Cambridge Large Cap Canadian Equity Fund
Category Placement: Canadian Equity

Fund: CI G5/20 2041 Q3 Fund
Category Placement: Tactical Balanced

Fund: CI G5/20i 2036 Q3 Fund
Category Placement: Tactical Balanced

Fund: CLAC Canadian Equity (Beutel Goodman)
Category Placement: Canadian Equity

Fund: CLAC Global Equity (Trimark)
Category Placement: Global Equity

Fund: Crystal Wealth Infrastructure Strategy
Category Placement: High Yield Fixed Income

Fund: DFS Desjardins Canadian Equity Income (Lincluden)
Category Placement: Canadian Dividend & Income Equity

Fund: DFS Desjardins Global Equity Growth (Baillie Gifford)
Category Placement: Global Equity

Fund: DFS Hexavest Global Equities Hedged
Category Placement: Global Equity

Fund: EHP Guardian Fund
Category Placement: Alternative Strategies

Fund: Horizons Global Currency Opportunities ETF (HGC)
Category Placement: Alternative Strategies

Fund: Horizons Global Risk Parity ETF (HRA)
Category Placement: Global Neutral Balanced

Fund: J. Zechner Global Hedged Growth
Category Placement: Alternative Strategies

Fund: London Life Canadian Equity (F)
Category Placement: Canadian Equity

Fund: Mackenzie High Diversification Canadian Equity Class
Category Placement: Canadian Equity

Fund: Mackenzie High Diversification Emerging Markets Equity Fund
Category Placement: Emerging Markets Equity

Fund: Mackenzie High Diversification European Equity Fund
Category Placement: European Equity

Fund: Mackenzie High Diversification Global Equity Fund
Category Placement: Global Equity

Fund: Mackenzie High Diversification International Equity Fund
Category Placement: International Equity

Fund: Mackenzie High Diversification US Equity Fund
Category Placement: U.S. Equity

Fund: Mackenzie Ivy International Equity Fund
Category Placement: International Equity

Fund: Perisen Life Settlements Limited Partnership II
Category Placement: Alternative Strategies

Fund: Portland Global Aristocrats Plus Fund
Category Placement: Alternative Strategies

Fund: Quadrus Canadian Equity Class (Laketon)
Category Placement: Canadian Equity

Fund: Quadrus Canadian Growth Class (GWLIM)
Category Placement: Canadian Equity Balanced

Fund: Quadrus Canadian Low Volatility Class (London Capital)
Category Placement: Canadian Equity

Fund: Quadrus Diversified Fixed Income Folio Fund
Category Placement: Global Fixed Income

Fund: Quadrus U.S. Low Volatility Fund (ILIM)
Category Placement: Global Equity

Fund: Resilient Canadian Equity Trend Fund
Category Placement: Canadian Equity

Fund: SCA NISO Preferred Advantage Fund LP
Category Placement: North American Equity

Fund: Scotia Floating Rate Income Fund
Category Placement: Floating Rate Loan

Fund: Scotia Private Canadian Corporate Bond Pool
Category Placement: Canadian Fixed Income

Fund: Scotia Private International Core Equity Pool
Category Placement: International Equity

Fund: Scotia Private North American Dividend Pool
Category Placement: North American Equity

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

Fund: Sentry Balanced Yield Private Pool Class
Category Placement: Canadian Neutral Balanced

Fund: Sentry Canadian Equity Income Private Pool Class
Category Placement: Canadian Equity

Fund: Sentry Canadian Fixed Income Private Pool
Category Placement: Canadian Fixed Income

Fund: Sentry Global Balanced Yield Private Pool Class
Category Placement: Global Neutral Balanced

Fund: Sentry Global Equity Income Private Pool Class
Category Placement: Global Equity

Fund: Sentry Global Investment Grade Private Pool Class
Category Placement: Global Fixed Income

Fund: Sentry Global Tactical Fixed Income Private Pool
Category Placement: High Yield Fixed Income

Fund: Sentry International Equity Income Private Pool Class
Category Placement: International Equity

Fund: Sentry Real Growth Pool Class
Category Placement: Miscellaneous – Income and Real Property

Fund: Sentry Real Income 1941-45 Class
Category Placement: Miscellaneous – Income and Real Property

Fund: Sentry Real Income 1946-50 Class
Category Placement: Miscellaneous – Income and Real Property

Fund: Sentry Real Income 1951-55 Class
Category Placement: Miscellaneous – Income and Real Property

Fund: Sentry Real Long Term Income Pool Class
Category Placement: Miscellaneous – Income and Real Property

Fund: Sentry Real Mid Term Income Pool Class
Category Placement: Miscellaneous – Income and Real Property

Fund: Sentry Real Short Term Income Pool Class
Category Placement: Miscellaneous – Income and Real Property

Fund: Sentry U.S. Equity Income Private Pool Class
Category Placement: U.S. Equity

Fund: Sprott Private Credit Trust II
Category Placement: Alternative Strategies

Fund: Vanguard FTSE Developed Asia Pacific All Cap Index ETF (CAD-hedged) (VAH)
Category Placement: Asia Pacific Equity

Fund: Vanguard FTSE Developed Europe All Cap Index ETF (CAD-hedged) (VEH)
Category Placement: European Equity

Fund: Forstrong Global Strategies Balanced Fund
Category Placement: Tactical Balanced

Fund: Forstrong Global Strategies Growth Fund
Category Placement: Tactical Balanced

Fund: Forstrong Global Strategies Income Fund
Category Placement: Tactical Balanced

Fund: IA Group ReturnPlus (AlphaFixe)
Category Placement: Canadian Fixed Income

Fund: Mackenzie Global Low Volatility Fund
Category Placement: Global Equity

Fund: Manulife International Equity Private Trust
Category Placement: International Equity

Fund: WisdomTree International Quality Dividend Growth Dynamic Hedged Index ETF (DQI)
Category Placement: International Equity

Jun

Results of New Fund Reviews – June 23, 2016

Fund: BMO Asset Management International Equity Fund
Category Placement: International Equity

Fund: CC&L Equity Income & Growth Plus
Category Placement: Canadian Dividend & Income Equity

Fund: Desjardins Global Balanced Strategic Income Fund
Category Placement: Tactical Balanced

Fund: Desjardins SocieTerra American Equity Fund
Category Placement: U.S. Equity

Fund: Desjardins SocieTerra Cleantech Fund
Category Placement: Sector Equity

Fund: Desjardins SocieTerra Environmental Bond Fund
Category Placement: Global Fixed Income

Fund: Greystone Bond Plus Fund
Category Placement: Canadian Fixed Income

Fund: Greystone Canadian Equity Small Cap fund
Category Placement: Canadian Small/Mid Cap Equity

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

Fund: Greystone Eight Year Target Duration Fund
Category Placement: Canadian Fixed Income

Fund: Greystone Fifteen Year Target Duration Fund
Category Placement: Canadian Long Term Fixed Income

Fund: Greystone High Yield Fund
Category Placement: High Yield Fixed Income

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

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

Fund: Greystone Short Bond Plus Fund
Category Placement: Canadian Short Term Fixed Income

Fund: Greystone Twenty Plus Year Target Duration Fund
Category Placement: Canadian Long Term Fixed Income

Fund: Invesco Global Targeted Returns Pool
Category Placement: Alternative Strategies

Fund: Mackenzie Maximum Diversification All World Developed ex North America Index ETF (MXU)
Category Placement: International Equity

Fund: Mackenzie Maximum Diversification All World Developed Index ETF (MWD)
Category Placement: Global Equity

Fund: Mackenzie Maximum Diversification Canada Index ETF (MKC)
Category Placement: Canadian Equity

Fund: Mackenzie Maximum Diversification Developed Europe Index ETF (MEU)
Category Placement: European Equity

Fund: Mackenzie Maximum Diversification Emerging Markets Index ETF (MEE)
Category Placement: Emerging Markets Equity

Fund: Mackenzie Maximum Diversification US Index ETF (MUS)
Category Placement: U.S. Equity

Fund: MarshallZehr First Mortgage Fund LP
Category Placement: Canadian Short Term Fixed Income

Fund: National Bank U.S. $ Global Tactical Bond Fund
Category Placement: Global Fixed Income

Fund: ReSolve Adaptive Asset Allocation Fund
Category Placement: Tactical Balanced

Fund: Royal Canadian Mint – Canadian Gold Reserves (MNT)
Category Placement: Commodity

Fund: Royal Canadian Mint – Canadian Silver Reserves (MNS)
Category Placement: Commodity

Fund: SCA Enhanced Income Fund
Category Placement: Canadian Fixed Income

Fund: SSQ Fiera Capital Global Equity GIF
Category Placement: Global Equity

May

Results of New Fund Reviews – May 26, 2016

Fund: Black Opal Volatility Class
Category Placement: Alternative Strategies

Fund: BMO Low Volatility Emerging Markets Equity ETF (ZLE)
Category Placement: Emerging Markets Equity

Fund: Excel India Balanced Fund
Category Placement: Global Equity Balanced

Fund: FÉRIQUE Diversified Income Fund
Category Placement: Global Fixed Income Balanced

Fund: First Asset Long Duration Fixed Income ETF (FLB)
Category Placement: Global Fixed Income

Fund: First Asset MSCI Canada Quality Index ETF (FQC)
Category Placement: Canadian Equity

Fund: First Asset Preferred Share ETF (FPR)
Category Placement: Preferred Share Fixed Income

Fund: Globevest Capital Tactical Covered Options Fund
Category Placement: Alternative Strategies

Fund: Grafton Absolute Resource Company LP
Category Placement: Alternative Strategies

Fund: Horizons Canadian Dollar Currency ETF (CAN)
Category Placement: Miscellaneous – Other

Fund: IA SRP Canadian Corporate Bond
Category Placement: Canadian Long Term Fixed Income

Fund: IA SRP U.S. Equity – Currency Neutral
Category Placement: U.S. Equity

Fund: IA SRP Global Diversified (Forstrong)
Category Placement: Global Equity Balanced

Fund: Invesco Global Bond Fund
Category Placement: Global Fixed Income

Fund: Kensington Power Income Fund LP
Category Placement: Alternative Strategies

Fund: Manulife Global Real Estate Unconstrained Fund
Category Placement: Real Estate Equity

Fund: MD Fossil Fuel Free Bond Fund
Category Placement: Canadian Fixed Income

Fund: MD Fossil Fuel Free Equity Fund
Category Placement: Global Equity

Fund: MFS LifePlan Retirement 2055 Fund
Category Placement: 2025+ Target Date Portfolio

Fund: NBI Currency-Hedged International High Conviction Equity Private Portfolio
Category Placement: International Equity

Fund: NBI Currency-Hedged U.S. High Conviction Equity Private Portfolio
Category Placement: U.S. Equity

Fund: Next Edge Private Debt Fund
Category Placement: Alternative Strategies

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

Fund: Renaissance Multi-Asset Global Balanced Income Private Pool
Category Placement: Tactical Balanced

Fund: Renaissance Multi-Asset Global Balanced Private Pool
Category Placement: Tactical Balanced

Fund: Renaissance Multi-Sector Fixed Income Private Pool
Category Placement: High Yield Fixed Income

Fund: Renaissance Real Asset Private Pool
Category Placement: Global Equity

Fund: ROMC Fund
Category Placement: Alternative Strategies

Fund: SCA Diversified Global Equity Fund
Category Placement: Global Equity

Fund: Sprott 2016 Short Duration Flow-Through Limited Partnership
Category Placement: Natural Resources Equity

Fund: Tempered Global Value Fund
Category Placement: Global Equity

Fund: Trident Performance Trust
Category Placement: Alternative Strategies

Fund: Trimark Global Diversified Income Fund
Category Placement: Global Equity Balanced

Fund: Turtle Creek Investment Fund
Category Placement: North American Equity

Fund: Vanguard Global Liquidity Factor ETF (VLQ)
Category Placement: Global Equity

Fund: Vanguard Global Minimum Volatility ETF (VVO)
Category Placement: Global Equity

Fund: Vanguard Global Momentum Factor ETF (VMO)
Category Placement: Global Equity

Fund: Vanguard Global Value Factor ETF (VVL)
Category Placement: Global Equity

Fund: VPC Specialty Lending Fund
Category Placement: Alternative Strategies

Fund: Yorkville EAFE QVR Enhanced Protection Class
Category Placement: International Equity

Fund: BMO Covered Call Canadian Banks ETF Fund
Category Placement: Financial Services Equity

Fund: BMO Asset Management Global Absolute Return Bond Fund
Category Placement: Alternative Strategies

Fund: TD Canadian Blue Chip Dividend Fund
Category Placement: Canadian Dividend & Income Equity

Fund: La Capitale Canadian Fixed Income (CI Investments)
Category Placement: Canadian Fixed Income

Fund: La Capitale Global Diversified Income (Fidelity)
Category Placement: Global Neutral Balanced

Fund: La Capitale Low Volatility American Equity (TDAM)
Category Placement: U.S. Equity

Apr

Results of New Fund Reviews – Apr 28, 2016

Fund: Absolute Sustainable Dividend Fund
Category Placement: Global Equity

Fund: Absolute Sustainable Property Fund
Category Placement: Miscellaneous – Income & Real Property

Fund: AIP Canadian Enhanced Income Class
Category Placement: Canadian Neutral Balanced

Fund: Alitis Private REIT
Category Placement: Miscellaneous – Income & Real Property

Fund: BMO Covered Call Europe High Dividend ETF Fund
Category Placement: European Equity

Fund: BMO Covered Call U.S. High Dividend ETF Fund
Category Placement: U.S. Equity

Fund: BMO Fossil Fuel Free Fund
Category Placement: Global Equity

Fund: BMO Nasdaq 100 Equity Hedged to CAD Index ETF
Category Placement: U.S. Equity

Fund: BMO S&P 500 Hedged to CAD Index ETF
Category Placement: U.S. Equity

Fund: BMO Short-Term US IG Corporate Bond Hedged to CAD Index ETF
Category Placement: Global Fixed Income

Fund: BMO Tactical Global Asset Allocation ETF Fund
Category Placement: Global Neutral Balanced

Fund: BMO Tactical Global Growth ETF Fund
Category Placement: Global Equity

Fund: BMO Tactical Global Growth ETF Fund
Category Placement: Global Equity

Fund: BMO Women in Leadership Fund
Category Placement: Global Equity

Fund: Canso Canadian Bond Fund
Category Placement: Canadian Fixed Income

Fund: CI G5/20 2041 Q2 Fund
Category Placement: Tactical Balanced

Fund: CI G5/20i 2036 Q2 Fund
Category Placement: Tactical Balanced

Fund: Crystal Wealth Enlightened Hedge Fund
Category Placement: Alternative Strategies

Fund: Desjardins American Equity Growth Currency Neutral Fund
Category Placement: U.S. Equity

Fund: FIAM Pyramis Select International Plus Trust
Category Placement: International Equity

Fund: First Asset Global Financial Sector ETF (FSF)
Category Placement: Financial Services Equity

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

Fund: Greystone 2025 Target Date Fund
Category Placement: 2025 Target Date Portfolio

Fund: Greystone 2030 Target Date Fund
Category Placement: 2025+ Target Date Portfolio

Fund: Greystone 2035 Target Date Fund
Category Placement: 2025+ Target Date Portfolio

Fund: Greystone 2040 Target Date Fund
Category Placement: 2025+ Target Date Portfolio

Fund: Greystone 2045 Target Date Fund
Category Placement: 2025+ Target Date Portfolio

Fund: Greystone 2050 Target Date Fund
Category Placement: 2025+ Target Date Portfolio

Fund: Greystone 2055 Target Date Fund
Category Placement: 2025+ Target Date Portfolio

Fund: Greystone Global Equity Fund
Category Placement: Global Equity

Fund: Greystone Retirement Fund
Category Placement: Global Fixed Income Balanced

Fund: Guardian Canadian Focused Equity Fund
Category Placement: Canadian Focused Equity

Fund: Guardian Emerging Markets Equity Fund
Category Placement: Emerging Markets Equity

Fund: Horizons Canadian High Dividend Index ETF (HXH)
Category Placement: Canadian Dividend & Income Equity

Fund: Horizons EURO STOXX 50 Index ETF (HXX)
Category Placement: European Equity

Fund: Horizons NASDAQ-100 Index ETF (HXQ)
Category Placement: U.S. Equity

Fund: IA Clarington Balanced Portfolio
Category Placement: Global Equity Balanced

Fund: IA Clarington Conservative Portfolio
Category Placement: Global Fixed Income Balanced

Fund: IA Clarington Growth Portfolio
Category Placement: Global Equity Balanced

Fund: IA Clarington Maximum Growth Portfolio
Category Placement: Global Equity

Fund: IA Clarington Moderate Portfolio
Category Placement: Global Neutral Balanced

Fund: IA Group Canadian Equity All Cap Value Fund
Category Placement: Canadian Equity

Fund: iShares Edge MSCI Min Vol EAFE Index ETF (CAD-Hedged) (XML)
Category Placement: International Equity

Fund: iSahres Edge MSCI Min Vol Global Index ETF (CAD-Hedged) (XMY)
Category Placement: Global Equity

Fund: iShares Edge MSCI Min Vol USA Index ETF (CAD-Hedged) (XMS)
Category Placement: U.S. Equity

Fund: Lysander-Roundtable Low Volatility Equity Fund
Category Placement: North American Equity

Fund: Mackenzie Core Plus Canadian Fixed Income ETF (MKB)
Category Placement: Canadian Fixed Income

Fund: Mackenzie Core Plus Global Fixed Income ETF (MGB)
Category Placement: Global Fixed Income

Fund: Mackenzie Floating Rate Income ETF (MFT)
Category Placement: Floating Rate Loan

Fund: Mackenzie Unconstrained Bond ETF (MUB)
Category Placement: Alternative Strategies

Fund: Renaissance Flexible Yield Fund
Category Placement: High Yield Fixed Income

Fund: ROMC Trust
Category Placement: Global Equity

Fund: Sentry U.S. Growth and Income Currency Neutral Class
Category Placement: U.S> Equity

Fund: Silver Bullion Trust (SBT.UN)
Category Placement: Commodity

Fund: Sphere FTSE Asian Sustainable Yield Index ETF (SHA)
Category Placement: Asia Pacific Equity

Fund: Sphere FTSE Canada Sustainable Yield Index ETF (SHC)
Category Placement: Canadian Equity

Fund: Sphere FTSE Canada Emerging Markets Yield Index ETF (SHZ)
Category Placement: Emerging Markets Equity

Fund: Sphere FTSE Europe Sustainable Yield Index ETF (SHE)
Category Placement: European Equity

Fund: Sphere FTSE U.S. Sustainable Yield Index ETF (SHU)
Category Placement: U.S. Equity

Fund: Sun Life Multi-Strategy Target Return Fund
Category Placement: Alternative Strategies

Mar

Results of New Fund Reviews – Mar 24, 2016

Fund: Algonquin Deb Strategies Fund LP
Category Placement: Alternative Strategies

Fund: Alitis Growth Pool
Category Placement: Global Equity

Fund: Alitis Income & Growth Pool
Category Placement: Global Neutral Balanced

Fund: Alitis Mortgage Plus Pool
Category Placement: Canadian Short Term Fixed Income

Fund: Alitis Strategic Income Pool
Category Placement: Global Fixed Income

Fund: BlackRock CDN World Index
Category Placement: Global Equity

Fund: CI Signature Long Bond Fund
Category Placement: Canadian Fixed Income

Fund: Desjardins Canadian Preferred Share Fund
Category Placement: Preferred Share Fixed Income

Fund: Desjardins iBrix Global Bond Fund
Category Placement: Global Fixed Income

Fund: Desjardins iBrix Low Volatility Emerging Market Fund
Category Placement: Emerging Markets Equity

Fund: Exemplar U.S. High Yield Fund
Category Placement: High Yield Fixed Income

Fund: Fieldhouse Global Managed Futures
Category Placement: Alternative Strategies

Fund: Fieldhouse Global Precious Metals
Category Placement: Alternative Strategies

Fund: Fieldhouse Global Rates
Category Placement: Alternative Strategies

Fund: Fieldhouse Oasis Canadian Growth ++ Income
Category Placement: Alternative Strategies

Fund: Fieldhouse Second Phase US Systematic Long/Short Equity
Category Placement: Alternative Strategies

Fund: Melodia 100% Equity Growth Portfolio
Category Placement: Global Equity

Fund: Meritage Global Aggressive Growth Portfolio
Category Placement: Global Equity Balanced

Fund: Meritage Global Conservative Portfolio
Category Placement: Global Fixed Income Balanced

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

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

Fund: Meritage Tactical ETF Balanced Portfolio
Category Placement: Tactical Balanced

Fund: Meritage Tactical ETF Growth Portfolio
Category Placement: Tactical Balanced

Fund: Meritage Tactical ETF Moderate Portfolio
Category Placement: Tactical Balanced

Fund: MMCap Canadian Fund
Category Placement: Alternative Strategies

Fund: Montreal Trust Company of Canada Investment Savings Account
Category Placement: Miscellaneous – Other

Fund: National Trust Investment Savings Account
Category Placement: Miscellaneous – Other

Fund: Portland Focused Plus Fund
Category Placement: Alternative Strategies

Fund: PowerShares DWA Global Momentum Index ETF (DWG)
Category Placement: Global Equity

Fund: Scotia Mortgage Corporation Investment Savings Account
Category Placement: Miscellanoues – Other

Fund: TD Canadian Aggregate Bond Index ETF (TDB)
Category Placement: Canadian Fixed Income

Fund: TD International Equity CAD Hedged index ETF (THE)
Category Placement: International Equity

Fund: TD International Equity Index ETF (TPE)
Category Placement: International Equity

Fund: TD S&P 500 CAD Hedged Index ETF (THU)
Category Placement: U.S. Equity

Fund: TD S&P 500 Index ETF (TPU)
Category Placement: U.S. Equity

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

Fund: TD U.S. Corporate Bond Fund
Category Placement: Global Fixed Income

Fund: TDAM Low Volatility All World Equity
Category Placement: Global Equity

Fund: Trez Capital Prime Trust
Category Placement: Canadian Short Term Fixed Income

Fund: Trez Capital Yield Trust
Category Placement: Global Fixed Income

Fund: Vanguard Canada Universe Bond Index Pooled Fund
Category Placement: Canadian Fixed Income

Fund: Vanguard Canadian All-Cap Equity Index Pooled Fund
Category Placement: Canadian Equity

Fund: Vanguard Developed All-Cap ex North America Equity Index Pooled Fund
Category Placement: International Equity

Fund: Vanguard Emerging Markets All-Cap Equity Index Pooled Fund
Category Placement: Emerging Markets Equity

Fund: Vanguard Global ex-Canada Fixed Income Index Pooled Fund (CAD-hedged)
Category Placement: Global Fixed Income

Fund: Vanguard Target Retirement 2015 Pooled Fund
Category Placement: 2015 Target Date Portfolio

Fund: Vanguard Target Retirement 2020 Pooled Fund
Category Placement: 2020 Target Date Portfolio

Fund: Vanguard Target Retirement 2025 Pooled Fund
Category Placement: 2025 Target Date Portfolio

Fund: Vanguard Target Retirement 2030 Pooled Fund
Category Placement: 2025+ Target Date Portfolio

Fund: Vanguard Target Retirement 2035 Pooled Fund
Category Placement: 2025+ Target Date Portfolio

Fund: Vanguard Target Retirement 2040 Pooled Fund
Category Placement: 2025+ Target Date Portfolio

Fund: Vanguard Target Retirement 2045 Pooled Fund
Category Placement: 2025+ Target Date Portfolio

Fund: Vanguard Target Retirement 2050 Pooled Fund
Category Placement: 2025+ Target Date Portfolio

Fund: Vanguard Target Retirement 2055 Pooled Fund
Category Placement: 2025+ Target Date Portfolio

Fund: Vanguard Target Retirement Income Pooled Fund
Category Placement: Global Fixed Income Balanced

Fund: Vanguard U.S. All-Cap Equity Index Pooled Fund
Category Placement: U.S. Equity

Feb

Results of New Fund Reviews – Feb 25, 2016

Fund: AIP Global Macro Fund LP
Category Placement: Alternative Strategies

Fund: BMO Asset Management Global Equity Fund
Category Placement: Global Equity

Fund: Broadview Dark Horse Long/Short Fund
Category Placement: Alternative Strategies

Fund: Canadian Preferred Share Trust (PFT.UN)
Category Placement: Preferred Share Fixed Income

Fund: CI G5/20 2041 Q2 Fund
Category Placement: Tactical Balanced

Fund: CI G5/20i 2036 Q2 Fund
Category Placement: Tactical Balanced

Fund: Counsel Retirement Accumulation Portfolio
Category Placement: Global Equity Balanced

Fund: Counsel Retirement Foundation Portfolio
Category Placement: Global Equity Balanced

Fund: Counsel Retirement Income Portfolio
Category Placement: Global Fixed Income Balanced

Fund: Counsel Retirement Preservation Portfolio
Category Placement: Global Neutral Balance

Fund: Federated Strategic Value U.S. Equity Dividend
Category Placement: U.S. Equity

Fund: Fiera Real Asset Income and Growth Fund
Category Placement: Miscellaneous – Income and Real Property

Fund: First Asset Global Momentum (CAD hedged) ETF (FGM)
Category Placement: Global Equity

Fund: First Asset Global Momentum ETF (FGL)
Category Placement: Global Equity

Fund: First Asset Global Value (CAD hedged) ETF (FGV)
Category Placement: Global Equity

Fund: First Asset Global Value ETF (FGU)
Category Placement: Global Equity

Fund: First Asset Short Term Government Bond Index Class ETF (FGB)
Category Placement: Canadian Short Term Fixed Income

Fund: Investors Risk Parity Private Pool
Category Placement: Alternative Strategies

Fund: Lysander-Seamark Balanced Fund
Category Placement: Canadian Equity Balanced

Fund: Lysander-Seamark Total Equity Fund
Category Placement: Global Equity

Fund: NBF CashPerformer Promotion
Category Placement: Miscellaneous – Other

Fund: NBI Global Real Assets Income Fund
Category Placement: Real Estate Equity

Fund: NBI Municipal Bond Plus Private Portfolio
Category Placement: Canadian Equity Balanced

Fund: Norrep Core Canadian Pool
Category Placement: Canadian Equity

Fund: Norrep Core Global Pool
Category Placement: Global Equity

Fund: Purpose Premium Money Market Fund
Category Placement: Canadian Money Market

Fund: Purpose US Cash ETF (PSU)
Category Placement: U.S. Money Market

Fund: RP Strategic Income Plus Fund
Category Placement: Global Fixed Income

Fund: Scotia partners Balanced Growth Portfolio Class
Category Placement: Canadian Equity Balanced

Fund: Scotia Partners Balanced Income Portfolio Class
Category Placement: Canadian Fixed Income Balanced

Fund: Scotia Partners Growth Portfolio Class
Category Placement: Global Equity Balanced

Fund: Scotia Partners Maximum Growth Portfolio Class
Category Placement: Global Equity

Fund: Sui Generis investment Partners LP
Category Placement: Alternative Strategies

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

Fund: Triasima All Country World Equity Fund
Category Placement: Global Equity

Fund: TURN8 Alternative Growth Fund
Category Placement: Alternative Strategies

Fund: TURN8 Tactical Equity Fund
Category Placement: North American Equity

Fund: Turtle Creek Canadian Equity Fund
Category Placement: Alternative Strategies

Jan

Results of New Fund Reviews – Jan 28, 2016

Fund: AlphaDelta Canadian Prosperity Class
Category Placement: Canadian Small/Mid Cap Equity

Fund: AlphaDelta Growth of Dividend Income Class
Category Placement: Global Equity

Fund: AlphaDelta Tactical Growth Class
Category Placement: North American Equity

Fund: Bimcor Aggressive Growth Pooled Fund
Category Placement: Canadian Equity Balanced

Fund: Bimcor Balanced Pooled Fund
Category Placement: Canadian Equity Balanced

Fund: Bimcor Conservative Pooled Fund
Category Placement: Canadian Fixed Income

Fund: Bimcor Global Dividend Yield Pooled Fund
Category Placement: Global Small/Mid Cap Equity

Fund: Bimcor Global Equity Pooled Fund
Category Placement: Global Equity

Fund: Bimcor Global Small Cap Pooled Fund
Category Placement: Global Small/Mid Cap Equity

Fund: Bimcor Growth Pooled Fund
Category Placement: U.S. Equity

Fund: Bimcor Income Pooled Fund
Category Placement: Canadian Fixed Income

Fund: Bimcor Moderate Conservative Pooled Fund
Category Placement: Canadian Fixed Income Balanced

Fund: Bimcor Moderate Growth Pooled Fund
Category Placement: Canadian Neutral Balanced

Fund: BMO Asset Management Canadian Smart Alpha Equity Fund
Category Placement: Canadian Equity

Fund: Cambridge Stock Selection Fund
Category Placement: Global Equity

Fund: CI G5/20 2041 Q1 Fund
Category Placement: Tactical Balanced

Fund: CO G5/20i 2036 Q1 Fund
Category Placement: Tactical Balanced

Fund: DFS Addenda Commercial Mortgage
Category Placement: Canadian Short Term Fixed Income

Fund: DFS Desjardins Global Equity Dividend (Epoch)
Category Placement: Global Equity

Fund: Dynamic Premium Bond Private Pool
Category Placement: Global Fixed Income

Fund: Group U.S. Equity (Fiera Capital)
Category Placement: U.S. Equity

Fund: Hamilton Capital Global Bank ETF (HBG)
Category Placement: Financial Services Equity

Fund: Hamilton Capital Higher Yielding Financials ETF (HYF)
Category Placement: Financial Services Equity

Fund: Horizons China High Dividend Yield Index ETF (HCN)
Category Placement: Greater China Equity

Fund: IA Clarington U.S. Dividend Growth Registered Fund
Category Placement: U.S. Equity

Fund: IA Clarington Yield Opportunities Fund
Category Placement: Global Fixed Income Balanced

Fund: IA U.S. Equity (Fiera Capital)
Category Placement: U.S. Equity

Fund: Marquest Canadian Fixed Income Fund
Category Placement: Canadian Fixed Income

Fund: NEI Conservative Yield Portfolio
Category Placement: Global Fixed Income Balanced

Fund: NEI Environmental Leaders Fund
Category Placement: Global Equity

Fund: Purpose Premium Yield Fund
Category Placement: Alternative Strategies

Fund: Purpose US Banks & income Growth Fund
Category Placement: Financial Services Equity

Fund: Questrade Russell 1000 Equal Weight US Consumer Discretionary Index ETF Hedged to CAD (QRD)
Category Placement: Sector Equity

Fund: Questrade Russell 1000 Equal Weight US Health Care Index ETF Hedged to CAD (QRH)
Category Placement: Sector Equity

Fund: Questrade Russell 1000 Equal Weight US Industrials Index ETF Hedged to CAD (QRI)
Category Placement: Sector Equity

Fund: RBC $U.S. Short Term Income Class Series A
Category Placement: U.S. Money Market

Fund: RBC 1-5 Year Laddered Canadian Bond ETF (RLB)
Category Placement: Canadian Short Term Fixed Income

Fund: RBC Global Growth & Income Fund
Category Placement: Global Neutral Balanced

Fund: RBC Quant Emerging Markets Equity Leaders ETF (RXE)
Category Placement: Emerging Markets Equity

Fund: RBC Strategic Global Dividend Leaders ETF (RLD)
Category Placement: Global Equity

Fund: RBC Strategic Global Equity Leaders ETF (RLE)
Category Placement: Global Equity

Fund: Signature Preferred Share Pool
Category Placement: Preferred Share Fixed Income

Fund: Signature Tactical Bond Pool
Category Placement: Canadian Fixed Income

Fund: Sun Life MFS Low Volatility Global Equity Fund
Category Placement: Global Equity

Fund: Sun Life MFS Low Volatility International Equity Fund
Category Placement: International Equity

2015

Dec

Results of New Fund Reviews – Dec 17, 2015

Fund: La Capitale American Equity (Fiera Capital)
Category Placement: U.S. Equity

Fund: La Capitale Global Equity (Fiera Capital)
Category Placement: International Equity

Fund: La Capitale Global Fixed Income (CI Investments)
Category Placement: Global Fixed Income

Fund: Laurus Enterprise Small Cap Fund
Category Placement: Canadian Small/Mid Cap Equity

Fund: Manulife Asset Management Strategic Income Pooled
Category Placement: Global Fixed Income

Nov

Results of New Fund Reviews – Nov 26, 2015

Fund: Aston Hill High Income Fund
Category Placement: Global Neutral Balanced

Fund: BlackRock CDN LifePath 2055 Index Fund
Category Placement: 2025+ Target Date Portfolio

Fund: BMO Global Business High Income Fund
Category Placement: Global Equity

Fund: CI G5/20i 2035 Q4 Fund
Category Placement: Tactical Balanced

Fund: Bonavista Canadian Equity Fund
Category Placement: Canadian Equity

Fund: First Asset Core Canadian Equity Income ETF (CSY.A)
Category Placement: Canadian Equity

Fund: IA Canadian Equity (QV)
Category Placement: Canadian Equity

Fund: IA Canadian Equity All Cap (Triasima)
Category Placement: Canadian Equity

Fund: IA Canadian Equity Q Growth (CC&L)
Category Placement: Canadian Equity

Fund: IA Canadian Equity Value (PH&N)
Category Placement: Canadian Equity

Fund: IA Core Plus Bond (PH&N)
Category Placement: Canadian Fixed Income

Fund: IA Emerging Markets (Aberdeen)
Category Placement: Emerging Markets Equity

Fund: IA Floating Rate Bank Loan (AlphaFixe)
Category Placement: Floating Rate Loan

Fund: IA Global Direct Real Estate – Portfolios (UBS)
Category Placement: Real Estate Equity

Fund: IA Global Equity (Mawer)
Category Placement: Global Equity

Fund: Mackenzie Diversified Alternatives Fund
Category Placement: Alternative Strategies

Fund: Manulife Global Healthcare Trust
Category Placement: Sector Equity

Fund: NBI SmartBeta Canadian Equity Fund
Category Placement: Canadian Equity

Fund: NBI SmartBeta Global Equity Fund
Category Placement: Global Equity

Fund: Philips, Hager & North Long Inflation-Linked Bond Fund
Category Placement: Canadian Inflation Protected Fixed Income

Fund: Picton Mahoney Fortified Equity Fund
Category Placement: Global Equity

Fund: Picton Mahoney Fortified Income Fund
Category Placement: High Yield Fixed Income

Fund: Picton Mahoney Fortified Multi Asset Fund
Category Placement: Tactical Balanced

Fund: Primerica Cash Management Fund
Category Placement: Canadian Money Market

Fund: RBC Conservative Growth & Income GIF
Category Placement: Global Fixed Income Balanced

Fund: Sprott Focused Global Balanced Class
Category Placement: Tactical Balanced

Fund: Sprott Focused Global Dividend Class
Category Placement: Global Equity

Fund: Sprott Focused U.S. Balanced Class
Category Placement: Tactical Balanced

Fund: Sprott Focused U.S. Dividend Class
Category Placement: U.S. Equity

Fund: TD Private U.S. Corporate Bond Fund
Category Placement: Global Fixed Income

Oct

Results of New Fund Reviews – Oct 22, 2015

Fund: Brandes Canada Emerging Markets Equity Unit Trust
Category Placement: Emerging Markets Equity

Fund: Brandes Corporate Focus Fixed Income Trust
Category Placement: Global Fixed Income

Fund: CI G5/20 2040 Q4 Fund
Category Placement: Tactical Balanced

Fund: CI G5/20i 2035 Q4 Fund
Category Placement: Tactical Balanced

Fund: Canada Life Core Bond (Portico)
Category Placement: Canadian Fixed Income

Fund: Canada Life Emerging Markets (Mackenzie)
Category Placement: Emerging Markets Equity

Fund: Canada Life Unconstrained Fixed Income (Mackenzie)
Category Placement: Alternative Strategies

Fund: DFS AlphaFixe Enhanced Fixed Income
Category Placement: Canadian Fixed Income

Fund: DFS Canso Corporate Bond
Category Placement: Canadian Fixed Income

Fund: DFS Mawer International Equity Fund
Category Placement: U.S. Equity

Fund: DFS QV Canadian Equity Fund
Category Placement: Canadian Equity

Fund: Excel Billionaire Leaders Fund
Category Placement: Global Equity

Fund: Fidelity Dividend Investment Trust
Category Placement: Canadian Dividend & Income Equity

Fund: Fidelity North American Equity Investment Trust
Category Placement: North American Equity

Fund: Globalanced Dividend Growers Corp
Category Placement: Miscellaneous – Undisclosed Holdings

Fund: Great-West Life Dividend (Laketon)
Category Placement: Canadian Dividend & Income Equity

Fund: Great-West Life Unconstrained Fixed Income (Mackenzie)
Category Placement: Alternative Strategies

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

Fund: HSBC Global Equity Volatility Focused Fund
Category Placement: Global Equity

Fund: HSBC Global Real Estate Equity Pooled Fund
Category Placement: Real Estate Equity

Fund: London Life BlackRock LifePath 2055 Fund
Category Placement: 2025+ Target Date Portfolio

Fund: London Life Canadian Value Fund (FGP)
Category Placement: Canadian Equity

Fund: London Life Unconstrained Fixed Income (Mackenzie)
Category Placement: Alternative Strategies

Fund: PIMCO Balanced Income Fund (Canada)
Category Placement: Global Neutral Balanced

Fund: Purpose Tactical Investment Grade Bond Fund
Category Placement: Global Fixed Income

Fund: Questrade Fixed Income Core Plus ETF (QCP)
Category Placement: Global Fixed Income

Fund: Questrade Global Total Equity ETF (QGE)
Category Placement: Global Equity

Fund: Scotia Private Options Income Pool
Category Placement: Alternative Strategies

Fund: Sprott Enhanced U.S. Equity Class
Category Placement: U.S. Equity

Sep

Results of New Fund Reviews – Sep 24, 2015

Fund: AGF Flex Asset Allocation Fund
Category Placement: Tactical Balanced

Fund: Aston Hill Global Resource Fund
Category Placement: Global Equity Balanced

Fund: Aston Hill Millennium Fund
Category Placement: Canadian Dividend & Income Equity

Fund: BMO European High Dividend Covered Call Hedged to CAD ETF (ZWE)
Category Placement: European Equity

Fund: BMO International Dividend Hedged to CAD ETF (ZDH)
Category Placement: International Equity

Fund: BMO Low Volatility International Equity ETF (ZLI)
Category Placement: International Equity

Fund: BMO U.S. Put Write ETF (ZPW)
Category Placement: Alternative Strategies

Fund: Brandes Global Equity Class
Category Placement: Global Equity

Fund: Connected Wealth Core Income Class
Category Placement: Canadian Dividend & Income Equity

Fund: Crystal Enlightened Bullion Fund
Category Placement: Commodity

Fund: DFA Global Targeted Credit Fund
Category Placement: Global Fixed Income

Fund: Dynamic Global All Terrain Fund
Category Placement: Tactical Balanced

Fund: Dynamic Global Infrastructure Class
Category Placement: Global Equity

Fund: First Asset Canbanc Income ETF (CIC)
Category Placement: Financial Services Equity

Fund: Formula Growth Mutual Fund
Category Placement: U.S. Small/Mid Cap Equity

Fund: Franklin Mutual European Fund
Category Placement: European Equity

Fund: Gateway Low Volatility U.S. Equity Fund
Category Placement: U.S. Equity

Fund: Greystone Canadian Equity Income & Growth Class
Category Placement: Canadian Dividend & Income Equity

Fund: iShares FactorSelect MSCI Canada Index ETF (XFC)
Category Placement: Canadian Equity

Fund: iShares FactorSelect MSCI EAFE Index ETF (XFI)
Category Placement: International Equity

Fund: iShares FactorSelect MSCI EAFE Index ETF Hedged to CAD (XFF)
Category Placement: International Equity

Fund: iShares FactorSelect MSCI USA Index ETF (XFS)
Category Placement: U.S. Equity

Fund: iShares FactorSelect MSCI USA Index ETF Hedged to CAD (XFA)
Category Placement: U.S. Equity

Fund: Lazard Global Low Volatility Fund
Category Placement: Global Equity

Fund: LDIC North American Small Business Fund (Corporate Class)
Category Placement: Canadian Focused Small/Mid Cap Equity

Fund: Lombard Odier Opus Balanced Pooled Fund
Category Placement: Global Equity Balanced

Fund: Loomis Sayles Strategic Monthly Income Fund
Category Placement: Global Fixed Income Balanced

Fund: Lysander-Slater Preferred Share Dividend Fund
Category Placement: Preferred Share Fixed Income

Fund: Oakmark International Natixis Tax Managed Fund
Category Placement: International Equity

Fund: Oakmark Natixis Tax Managed Fund
Category Placement: U.S. Equity

Fund: PIMCO Investment Grade Credit Fund (Canada)
Category Placement: Global Fixed Income

Fund: RBC U.S. Small-Cap Value Equity Fund
Category Placement: U.S. Small/Mid Cap Equity

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

Fund: Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
Category Placement: International Equity

Aug

Results of New Fund Reviews – Aug 27, 2015

Fund: Bloom Burton Healthcare Lending Trust
Category Placement: Alternative Strategies

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

Fund: BMO Retirement Conservative Portfolio
Category Placement: Global Fixed Income Balanced

Fund: BMO Retirement Income Portfolio
Category Placement: Global Fixed Income Balanced

Fund: BMO Risk Reduction Equity Fund
Category Placement: Global Equity

Fund: BMO Risk Reduction Fixed Income Fund
Category Placement: Global Fixed Income

Fund: Capital Group Global Balanced Fund (Canada)
Category Placement: Global Neutral Balanced

Fund: CI U.S. Income US$ Pool
Category Placement: U.S. Equity

Fund: Crystal High Yield Mortgage Strategy
Category Placement: Canadian Short Term Fixed Income

Fund: Crystal Wealth Retirement ONE Fund
Category Placement: Canadian Fixed Income Balanced

Fund: EHP Select Fund
Category Placement: Alternative Strategies

Fund: Horizons Active Canadian Municipal Bond ETF (HMP)
Category Placement: Canadian Fixed Income

Fund: Horizons Managed Global Opportunities ETF (HGM)
Category Placement: Tactical Balanced

Fund: Horizons Managed Multi-Asset Momentum ETF (HMA)
Category Placement: Tactical Balanced

Fund: Investment Grade Managed Duration Income Fund
Category Placement: Canadian Fixed Income

Fund: Investors Low Volatility Canadian Equity Fund
Category Placement: Canadian Equity

Fund: Investors Low Volatility Global Equity Fund
Category Placement: Global Equity

Fund: iShares Conservative Short Term Strategic Fixed Income ETF (XSC)
Category Placement: Global Fixed Income

Fund: iShares Conservative Strategic Fixed Income ETF (XSE)
Category Placement: Global Fixed Income

Fund: iShares S&P U.S. Mid-Cap Index ETF (XMC)
Category Placement: U.S. Small/Mid Cap Equity

Fund: London Life SRI Bond (Portico)
Category Placement: Canadian Fixed Income

Fund: London Life SRI Global Equity (Setanta)
Category Placement: Global Equity

Fund: Maestro Balanced Portfolio
Category Placement: Global Equity Balanced

Fund: Maestro Growth Focused Portfolio
Category Placement: Global Equity Balanced

Fund: Maestro Income Balanced Portfolio
Category Placement: Global Neutral Balanced

Fund: Manulife Canadian Growth & Income Private Segregated Pool
Category Placement: Canadian Equity Balanced

Fund: Manulife Canadian Growth and Income Private Trust
Category Placement: Canadian Equity Balanced

Fund: Manulife Monthly Income GIF
Category Placement: Canadian Equity Balanced

Fund: Manulife Strategic Dividend Bundle
Category Placement: Global Neutral Balanced

Fund: MFS Canadian Core Plus Fixed Income Fund
Category Placement: Canadian Fixed Income

Fund: Niagara Access Alpha Fund
Category Placement: Alternative Strategies

Fund: PCJ Absolute Return Fund
Category Placement: Alternative Strategies

Fund: PH&N Corporate Bond Trust
Category Placement: Canadian Fixed Income

Fund: Quadrus Mackenzie Floating Rate Income Fund
Category Placement: Floating Rate Loan

Fund: Signature Real Estate Pool
Category Placement: Real Estate Equity

Fund: Sun Life Dynamic Energy Fund
Category Placement: Energy Equity

Fund: TD Global Risk Managed Equity Fund
Category Placement: Global Equity

Fund: TD U.S. Risk Managed Equity Fund
Category Placement: U.S. Equity

Fund: TD US$ Retirement Portfolio
Category Placement: Global Neutral Balanced

Fund: YTM Capital Credit Opportunities Fund
Category Placement: Alternative Strategies

Jul

Results of New Fund Reviews – Jul 23, 2015

Fund: ASTRA Guardian Conservative Monthly Income
Category Placement: Canadian Fixed Income Balanced

Fund: ASTRA Guardian Monthly Income
Category Placement: Global Equity Balanced

Fund: CI G5/20 2050 Q3 Fund
Category Placement: Tactical Balanced

Fund: CI G5/20i 2035 Q3 Fund
Category Placement: Tactical Balanced

Fund: First Asset Canadian REIT ETF (RIT)
Category Placement: Real Estate Equity

Fund: First Asset Core U.S. Equity ETF (CES)
Category Placement: U.S. Equty

Fund: First Trust Tactical Bond Index ETF (FTB)
Category Placement: Global Fixed Income

Fund: Front Street MLP Balanced Income Class
Category Placement: Global Neutral Balanced

Fund: National Bank Strategic U.S. Income and Growth Fund
Category Placement: Global Neutral Balanced

Fund: SSGA Canadian Long Term Government Bond Index Fund
Category Placement: Canadian Long Term Fixed Income

Fund: Templeton Global Bond Institutional Fund
Category Placement: Global Fixed Income

Fund: Timbercreek Four Quadrant Global Real Estate Partners LP
Category Placement: Real Estate Equity

Fund: Timbercreek Global Real Estate Income Fund
Category Placement: Real Estate Equity

Jun

Results of New Fund Reviews – Jun 25, 2015

Fund: Aston Hill Canadian Total Return Cl
Category Placement: Canadian Focused Equity

Fund: Canoe Energy Alpha Fund
Category Placement: Alternative Strategies

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

Fund: CI Signature Core Bond Plus
Category Placement: Canadian Fixed Income

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

Fund: Franklin Bissett Monthly Income and Growth
Category Placement: Canadian Neutral Balanced

Fund: Global Real Estate Dividend Growers
Category Placement: Real Estate Equity

Fund: Guardian Managed Income & Growth Portfolio
Category Placement: Global Equity Balanced

Fund: Guardian Managed Income Portfolio
Category Placement: Global Fixed Income Balanced

Fund: Guardian Managed Yield Portfolio
Category Placement: Canadian Neutral Balanced

Fund: IA Ecoflextra Classic Fidelity American High Yield Currency Neutral
Category Placement: High Yield Fixed Income

Fund: Investors Canadian Money Market Fund Premium
Category Placement: Canadian Money Market

Fund: Leith Wheeler High Yield Bond
Category Placement: High Yield Fixed Income

Fund: Lysander U.S. Credit Fund
Category Placement: Global Fixed Income

Fund: Mawer Global Bond Fund
Category Placement: Global Fixed Income

Fund: Middlefield Global Healthcare Dividend
Category Placement: Global Equity

Fund: Pier 21 International Growth & Value Pl
Category Placement: Global Equity

Fund: Purpose Energy Credit Opportunities Income Fund
Category Placement: High Yield Fixed Income

Fund: Redwood Global Macro Class
Category Placement: Global Neutral Balanced

Fund: Redwood Global Total Return
Category Placement: Global Fixed Income

Fund: Sentry Alternative Asset Income Fund
Category Placement: Global Equity Balanced

Fund: Sentry Global Mid Cap Income Fund
Category Placement: Global Small/Mid Cap Equity

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

Fund: Sprott Credit Income Opportunities Fund
Category Placement: Alternative Strategies

May

Results of New Fund Reviews – May 28, 2015

Fund: Auspice Canadian Crude Oil Index ETF (CCX)
Category Placement: Commodity

Fund: Auspice Canadian Natural Gas Index ETF (GAS)
Category Placement: Commodity

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

Fund: Cambridge Bond Fund
Category Placement: Canadian Fixed Income

Fund: Fidelity American Balanced Fund
Category Placement: Global Equity Balanced

Fund: Fidelity Conservative Income Fund
Category Placement: Global Fixed Income Balanced

Fund: Fidelity Global Intrinsic Value Class
Category Placement: Global Equity

Fund: Fidelity Strategic Income Fund
Category Placement: High Yield Fixed Income

Fund: GWL Picton Mahoney Canadian Equity
Category Placement: Canadian Equity

Fund: Mackenzie Global Tactical Investment Grade Bond
Category Placement: Global Fixed income

Fund: Mackenzie USD Convertible Securities Fund
Category Placement: High Yield Fixed Income

Fund: Mackenzie USD Global Strategic Income
Category Placement: Global Neutral Balanced

Fund: Mackenzie USD Global Tactical Bond
Category Placement: Global Fixed Income

Fund: Mackenzie USD Ultra Short Duration Income
Category Placement: Miscellaneous – Income and Real Property

Fund: Manulife Rt+Str Investment Grade Global Bond
Category Placement: Global Fixed Income

Fund: Manulife Str Investment Grade Global Bond GIF
Category Placement: Global Fixed Income

Fund: Manulife U.S. Balanced Value Private Segregated Pool
Category Placement: Global Neutral Balanced

Fund: Norrep Canadian Enhanced Equity Fund
Category Placement: Alternative Strategies

Fund: Norrep Enhanced Credit Fund
Category Placement: Alternative Strategies

Fund: PCI Absolute Return Fund
Category Placement: Alternative Strategies

Fund: Portland Value Fund
Category Placement: Global Equity

Fund: PowerShares FTSE RAFI Global Small-Mid FUndamental ETF (PZW)
Category Placement: Global Small/Mid Cap Equity

Fund: PowerShares Global Shareholder Yield ETF (PSY)
Category Placement: Global Equity

Fund: PowerShares Low Volatility Portfolio ETF (PLV)
Category Placement: Global Equity Balanced

Fund: Purpose International Dividend Fund
Category Placement: International Equity

Fund: Purpose International Tactical Hedged Equity Fund
Category Placement: Alternative Stategies

Fund: RBC Quant Canadian Equity Leaders ETF (RCE)
Category Placement: Canadian Equity

Fund: RBC Quant EAFE Equity Leaders ETF (RIE.U)
Category Placement: International Equity

Fund: RBC Quant U.S. Equity Leaders ETF (RUE.U)
Category Placement: U.S. Equity

Fund: Sentry Alternative Asset Income Fund
Category Placement: Global Equity Balanced

Fund: Sentry Global Mid Cap Income Fund
Category Placement: Global Small/Mid Cap Equity

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

Fund: Sun GIF Solutions Daily Interest Fund Estate
Category Placement: Miscellaneous – Income and Real Property

Fund: Sun GIF Solutions Daily Interest Fund Estate
Category Placement: Miscellaneous – Income and Real Property

Fund: Sun GIF Solutions Dollar Cost Average Daily Interest Estate
Category Placement: Miscellaneous – Income and Real Property

Fund: Sun GIF Solutions Estate Settlement Estate
Category Placement: Miscellaneous – Income and Real Property

Fund: Sun GIF Solutions Strategic Income Fund Income
Category Placement: Miscellaneous – Income and Real Property

Apr

Results of New Fund Reviews – Apr 23, 2015

Fund: Aston Hill Opportunities Fund Prescribe
Category Placement: Alternative Strategies

Fund: BMO Global Equity Fund
Category Placement: Canadian Focused Equity

Fund: BMO Growth Opportunities Fund
Category Placement: Global Equity

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

Fund: BMO Tactical Global Equity ETF Fund
Category Placement: Global Equity

Fund: Front Street Energy Opportunities Fund
Category Placement: Energy Equity

Fund: Horizons US 7-10 Year Treasury Bond ETF C$ (HTB)
Category Placement: Global Fixed Income

Fund: PowerShares FTSE RAFI Canadian SmallMid Fundamental Index ETF (PZC)
Category Placement: Canadian Small/Mid Cap Equity

Fund: PowerShares FTSE RAFI Global+ Fundamental Index ETF (PXG)
Category Placement: Global Equity

Fund: PowerSHares FTSE RAFI U.S. Fundamental Index ETF (PXS)
Category Placement: U.S. Equity

Mar

Results of New Fund Reviews – Mar 26, 2015

Fund: Aston Hill Corporate Bond Fund
Category Placement: Canadian Fixed Income

Fund: Aston Hill U.S. Growth Fund
Category Placement: Alternative Strategies

Fund: Aston Hill Voya Floating Rate Income Fund
Category Placement: High Yield Fixed Income

Fund: BGIM Canada Global Opportunistic F/I
Category Placement: Global Fixed Income

Fund: Celernus Equity Neutral Fund
Category Placement: Alternative Strategies

Fund: Dynamic Conservative Yield Private Pool
Category Placement: Global Fixed Income Balanced

Fund: Dynamic International Dividend Private Poll
Category Placement: International Equity

Fund: Dynamic North American Dividend Private Pool
Category Placement: North American Equity

Fund: Dynamic Tactical Bond Private Pool
Category Placement: Global Fixed Income

Fund: Exemplar Growth and Income Fund
Category Placement: Canadian Equity Balanced

Fund: Guardian Aurora Emerging Markets Equity
Category Placement: Emerging Markets Equity

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

Fund: Guardian Fundamental Global Equity Fund
Category Placement: Global Equity

Fund: Investment Grade Infrastructure Bond Fund (IFB.UN)
Category Placement: Global Fixed Income

Fund: LL Floating Rate (Mackenzie)
Category Placement: High Yield Fixed Income

Fund: LL Global Dividend (Setanta)
Category Placement: Global Equity

Fund: LL U.S. Dividend (GWLIM)
Category Placement: U.S. Equity

Fund: LL U.S. Low Volatility (Putnam)
Category Placement: U.S. Equity

Fund: LL U.S. Value (Putnam)
Category Placement: U.S. Equity

Fund: Portland Private Growth Fund
Category Placement: Alternative Strategies

Fund: Sprott 2015 Flow-Through Limited Partnership
Category Placement: Natural Resources Equity

Fund: Stephenson & Company N.A. Opportunity Fund
Category Placement: Alternative Strategies

Fund: Sun Life Franklin Bissett Canadian Equity Class
Category Placement: Canadian Equity

Fund: Sun Life Sionna Can Small Cap Eq Cl A
Category Placement: Canadian Small/Mid Cap Equity

Fund: Sun Life Trimark Canadian Class
Category Placement: Canadian Focused Equity

Fund: U.S. Dividend Growers Income Corp
Category Placement: U.S. Equity

Fund: Yorkville American QVR Enhanced Class A
Category Placement: U.S. Equity

Fund: Yorkville Canadian QVR Enhanced Class A
Category Placement: Canadian Equity

Fund: Yorkville Enhanced Protection Class A
Category Placement: Global Equity

Fund: Yorkville Global Opportunities Class A
Category Placement: Tactical Balanced

Fund: Yorkville Optimal Return Bond Class A
Category Placement: Global Fixed Income

Feb

Results of New Fund Reviews – Feb 25, 2015

Fund: Allegro Income Balanced Port Class
Category Placement: Canadian Neutral Balanced

Fund: Aston Hill Advantage Bond Fund
Category Placement: High Yield Fixed Income

Fund: BlackRock Active Canadian Equity Small Cap
Category Placement: Canadian Small/Mid Cap Equity

Fund: BlackRock Alha Tilts B
Category Placement: U.S. Equity

Fund: BlackRock AlphaCredit High Yield
Category Placement: High Yield Fixed Income

Fund: BlackRock AlphaCredit Investment Grade
Category Placement: Global Fixed Income

Fund: BlackRock Canada All Government Bond Index
Category Placement: Canadian Fixed Income

Fund: BlackRock Canada Alpha Advantage
Category Placement: Canadian Equity

Fund: BlackRock Canada ex-BBB Universe Bond Index
Category Placement: Canadian Fixed Income

Fund: BlackRock Canada Long Government Bond Index
Category Placement: Canadian Long Term Fixed Inc

Fund: BlackRock Canada Market Neutral
Category Placement: Alternative Strategies

Fund: BlackRock Canada Universe Bond Index
Category Placement: Canadian Fixed Income

Fund: BlackRock CDN ACWI index Cl A
Category Placement: Global Equity

Fund: BlackRock CDN ACWI Tilts Cl A1
Category Placement: Global Equity

Fund: BlackRock CDN Emerging Markets Index
Category Placement: Emerging Markets Equity

Fund: BlackRock CDN Glo Equity Focus
Category Placement: Global Equity

Fund: BlackRock CDN Glo Market Selection
Category Placement: Alternative Strategies

Fund: BlackRock CDN LifePath Index Retirement
Category Placement: Global Fixed Income Balanced

Fund: BlackRock CDN MSCI Canada IMI Index
Category Placement: Canadian Equity

Fund: BlackRock CDN MSCI EAFE Index Hedged
Category Placement: International Equity

Fund: BlackRock CDN MSCI EAFE Index Plus
Category Placement: International Equity

Fund: BlackRock CDN Russell 3000 Index Non-Taxable
Category Placement: U.S. Small/Mid Cap Equity

Fund: BlackRock CDN Short Term Index
Category Placement: Canadian Short Term Fixed Income

Fund: BlackRock CDN US Alpha Tilts Non-Taxable
Category Placement: U.S. Equity

Fund: BlackRock CDN US Equity Index
Category Placement: U.S. Equity

Fund: BlackRock CoreActive Bond
Category Placement: Global Fixed Income

Fund: BlackRock CorePlus Bond
Category Placement: Global Fixed Income

Fund: BlackRock EAFE Equity Index
Category Placement: International Equity

Fund: BlackRock Emerging Markets Opportunities
Category Placement: Emerging Markets Equity

Fund: BlackRock Equity Index
Category Placement: U.S. Equity

Fund: BlackRock Extended Equity Market
Category Placement: U.S. Equity

Fund: BlackRock Glo Ex-US Alpha Tilts
Category Placement: International Equity

Fund: BlackRock Glo Ex-US Superfund
Category Placement: International Equity

Fund: BlackRock Glo Market Neutral
Category Placement: Alternative Strategies

Fund: BlackRock International Alpha Tilts
Category Placement: International Equity

Fund: BlackRock MidCap Index
Category Placement: U.S. Small/Mid Cap Equity

Fund: BlackRock MSCI World Index
Category Placement: Global Equity

Fund: BlackRock Russell 1000 Alpha Tilts
Category Placement: U.S. Equity

Fund: BlackRock Russell 1000 Index
Category Placement: U.S. Equity

Fund: BlackRock Russell 2000 Alpha Tilts
Category Placement: U.S. Small/Mid Cap Equity

Fund: BlackRock Russell 2000 Index
Category Placement: U.S. Small/Mid Cap Equity

Fund: BlackRock Russell 3000 Alpha Tilts
Category Placement: U.S. Equity

Fund: BlackRock Russell 3000 Index
Category Placement: U.S. Equity

Fund: BlackRock US Debt Index
Category Placement: Global Fixed Income

Fund: BlackRock US Equity Market
Category Placement: U.S. Equity

Fund: CC&L Q Core Canadian Equity Fund
Category Placement: Canadian Equity

Fund: CI Cambridge US Dividend Registered A
Category Placement: U.S. Equity

Fund: CI Investment Grade Bond Fund A
Category Placement: Global Fixed Income

Fund: Davis-Rea Equity Class
Category Placement: Global Equity

Fund: Desjardins Melodia Aggressive Growth Portfolio
Category Placement: Global Equity Balanced

Fund: Desjardins Melodia Balanced Growth Portfolio
Category Placement: Global Neutral Balanced

Fund: Desjardins Melodia Conservative Income Portfolio
Category Placement: Global Fixed Income Balanced

Fund: Desjardins Melodia Diversified Growth Portfolio
Category Placement: Global Neutral Balanced

Fund: Desjardins Melodia Diversified Income Portfolio
Category Placement: Global Neutral Balanced

Fund: Desjardins Melodia Moderate Growth Portfolio
Category Placement: Global Neutral Balanced

Fund: Desjardins Melodia Moderate Income Portfolio
Category Placement: Global Fixed Income Balanced

Fund: Desjardins Melodia Very Conservative Income Portfolio
Category Placement: Global Fixed Income Balanced

Fund: Desjardins Diapason Maximum Growth Portfolio
Category Placement: Global Equity Balanced

Fund: EHP Advantage Fund
Category Placement: Alternative Strategies

Fund: First Asset Active Utility & Infrastructure ETF (FAI.A)
Category Placement: Global Equity

Fund: First Asset Energy Giants Covered Call ETF (NXF)
Category Placement: Energy Equity

Fund: Greystone Mortgage Fund
Category Placement: Miscellaneous – Income & Real Property

Fund: Guardian Balanced Income Fund
Category Placement: Global Equity Balanced

Fund: Guardian Growth & Income Fund
Category Placement: Canadian Equity

Fund: Guardian Strategic Income Fund
Category Placement: Alternative Strategies

Fund: Horizons Active US Dividend ETF (HAU)
Category Placement: U.S. Equity

Fund: iShares Core MSCI ACWI ex Cda Index ETF (XAW)
Category Placement: Global Equity

Fund: iShares Core MSCI EAFE IMI Index ETF C$ Hgd (XFH)
Category Placement: Global Equity

Fund: iShares Core S&P U.S. Total Market Index ETF (XUU)
Category Placement: U.S. Equity

Fund: iShares US High Dividend Equity
Category Placement: U.S. Equity

Fund: LL Continuum Aggressive 2015 (PSG)
Category Placement: 2015 Target Date Portfolio

Fund: LL Continuum Aggressive 2020 (PSG)
Category Placement: 2020 Target Date Portfolio

Fund: LL Continuum Aggressive 2025 (PSG)
Category Placement: 2025 Target Date Portfolio

Fund: LL Continuum Aggressive 2030 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Continuum Aggressive 2035 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Continuum Aggressive 2040 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Continuum Aggressive 2045 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Continuum Aggressive 2050 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Continuum Aggressive 2055 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Continuum Conservative 2015 (PSG)
Category Placement: 2015 Target Date Portfolio

Fund: LL Continuum Conservative 2020 (PSG)
Category Placement: 2020 Target Date Portfolio

Fund: LL Continuum Conservative 2025 (PSG)
Category Placement: 2025 Target Date Portfolio

Fund: LL Continuum Conservative 2030 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Continuum Conservative 2035 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Continuum Conservative 2040 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Continuum Conservative 2045 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Continuum Conservative 2050 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Continuum Conservative 2055 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Harmonized Aggressive 2015 (PSG)
Category Placement: 2015 Target Date Portfolio

Fund: LL Harmonized Aggressive 2020 (PSG)
Category Placement: 2020 Target Date Portfolio

Fund: LL Harmonized Aggressive 2025 (PSG)
Category Placement: 2025 Target Date Portfolio

Fund: LL Harmonized Aggressive 2030 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Harmonized Aggressive 2035 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Harmonized Aggressive 2040 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Harmonized Aggressive 2045 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Harmonized Aggressive 2050 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Harmonized Aggressive 2055 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Harmonized Conservative 2015 (PSG)
Category Placement: 2015 Target Date Portfolio

Fund: LL Harmonized Conservative 2020 (PSG)
Category Placement: 2020 Target Date Portfolio

Fund: LL Harmonized Conservative 2025 (PSG)
Category Placement: 2025 Target Date Portfolio

Fund: LL Harmonized Conservative 2030 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Harmonized Conservative 2035 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Harmonized Conservative 2040 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Harmonized Conservative 2045 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Harmonized Conservative 2050 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: LL Harmonized Conservative 2055 (PSG)
Category Placement: 2025+ Target Date Portfolio

Fund: Manulife Strategic Investment Grade Global Bond Fund
Category Placement: Global Fixed Income

Fund: Manulife U.S. Balanced Value Private Trust
Category Placement: Global Neutral Balanced

Fund: Manulife U.S. Dollar Strategic Income Fund
Category Placement: High Yield Fixed Income

Fund: MLI Canadian Real Estate
Category Placement: Real Estate Equity

Fund: MLI Mortgage Fund (MAM)
Category Placement: Canadian Fixed Income

Fund: NewGen Trading Fund
Category Placement: Alternative Strategies

Fund: PH&N Conservative Equity Income
Category Placement: Canadian Equity

Fund: Portland Advantage Plus – Logan Fund
Category Placement: Alternative Strategies

Fund: Scheer Rowlett Bond
Category Placement: Canadian Fixed Income

Fund: Scheer Rowlett Money Market
Category Placement: Canadian Money Market

Fund: Scheer Rowlett Short Term Bond
Category Placement: Canadian Short Term Fixed Income

Fund: Scheer Rowlett U.S. Equity
Category Placement: U.S. Equity

Fund: Sprott Bridging Income Fund LP
Category Placement: Alternative Strategies

Jan

Results of New Fund Reviews – Jan 29, 2015

Fund: ACM Growth Fund
Category Placement: Canadian Equity

Fund: ACM Income Fund
Category Placement: Canadian Fixed Income Balanced

Fund: Allegro Income Balanced Portfolio
Category Placement: Canadian Fixed Income Balanced

Fund: Antares Value Pool Fund
Category Placement: Global Equity

Fund: Barometer Disciplined Leadership Balanced
Category Placement: Global Neutral Balanced

Fund: BlueBay Canadian Institutional Global High Yield Bond
Category Placement: High Yield Fixed Income

Fund: CAN Global Dividend (Setanta)
Category Placement: Global Equity

Fund: CAN International Equity (Putnam)
Category Placement: International Equity

Fund: CAN Monthly Income (LC)
Category Placement: Canadian Neutral Balanced

Fund: CAN U.S. Low Volatility (Putnam)
Category Placement: U.S. Equity

Fund: CI Investment Grade Bond Fund
Category Placement: Canadian Fixed Income

Fund: CI LifeCycle 2015 Portfolio
Category Placement: 2015 Target Date Portfolio

Fund: CI LifeCycle 2050 Portfolio
Category Placement: 2025+ Target Date Portfolio

Fund: GWB Core Equity
Category Placement: Canadian Focused Equity

Fund: GWB Core Fixed Income
Category Placement: Global Fixed Income

Fund: Desjardins Global Equity Growth Fund
Category Placement: Global Equity

Fund: Desjardins iBrix Canadian Equity Focus
Category Placement: Canadian Focus Equity

Fund: Desjardins iBrix Canadian High Dividend Equity Fund
Category Placement: Canadian Dividend & Income Equity

Fund: Desjardins iBrix Global Equity Focus Fund
Category Placement: Global Equity

Fund: Desjardins iBrix Low Volatility Global Equity Fund
Category Placement: Global Equity

Fund: Europe Blue-Chip Dividend & Growth
Category Placement: European Equity

Fund: FDP Global Dividend Equity Private Portfolio
Category Placement: Global Equity

Fund: FDP Global Small Cap Equity Private Portfolio
Category Placement: Global Small/Mid Cap Equity

Fund: FDP Tactical Asset Allocation Private Portfolio
Category Placement: Tactical Balanced

Fund: Fidelity ClearPath 2055 Portfolio
Category Placement: 2025+ Target Date Portfolio

Fund: Fidelity International Equity Investment Trust
Category Placement: International Equity

Fund: First Asset Active Credit ETF (FAO)
Category Placement: Global Fixed Income

Fund: First Asset Core Balanced ETF (CBB)
Category Placement: Canadian Equity Balanced

Fund: First Asset Core Canadian Equity ETF (CED)
Category Placement: Canadian Equity

Fund: First Asset Core US Equity ETF (CES)
Category Placement: U.S. Equity

Fund: GWL Global Dividend (Setanta) 75/75
Category Placement: Global Equity

Fund: GWL Monthly Inc (LC)
Category Placement: Canadian Neutral Balanced

Fund: GWL U.S. Low Volatility (Putnam)
Category Placement: U.S. Equity

Fund: GWL U.S. Value (Putnam)
Category Placement: U.S. Equity

Fund: High Rock Canadian High Yield Bond
Category Placement: High Yield Fixed Income

Fund: Horizons Canadian Insider Index ETF (HII)
Category Placement: Canadian Equity

Fund: IA Clarington Growth & Income Fund
Category Placement: Canadian Equity Balanced

Fund: IA Clarington North American Opportunities
Category Placement: Canadian Focused Small/Mid Cap Equity

Fund: Investors U.S. Dividend Registered Fund
Category Placement: U.S. Equity

Fund: iShares Short Term Strategic Fixed Inc ETF (XSI)
Category Placement: Canadian Short Term Fixed Income

Fund: LON Global Dividend (Setanta)
Category Placement: Global Equity

Fund: LON Monthly Income (LC)
Category Placement: Canadian Neutral Balanced

Fund: LON U.S. Low Volatility (Putnam)
Category Placement: U.S. Equity

Fund: LON U.S. Value (LC)
Category Placement: U.S. Equity

Fund: Questrade Russell EW US Tech Index ETF (QRT)
Category Placement: Sector Equity

Fund: Questrade Russell US Midcap Growth Index ETF (QMG)
Category Placement: U.S. Small/Mid Cap Equity

Fund: Questrade Russell US Midcap Value Index ETF (QMV)
Category Placement: U.S. Small/Mid Cap Equity

Fund: Rivemost Absolute Return Fund
Category Placement: Alternative Strategies

Fund: Sun Life Dynamic American Value Fund
Category Placement: U.S. Equity

Fund: Sun Life Sentry Conservative Balanced Fund
Category Placement: Canadian Neutral Balanced

Fund: Sun Life Sentry Global Mid Cap Fund
Category Placement: Global Small/Mid Cap Equity

Fund: Sun Life Sentry Infrastructure Fund
Category Placement: Global Equity

Fund: Sun Life Templeton Global Bond Fund
Category Placement: Global Fixed Income

Fund: TD Emerald 2020 Retirement Target Date
Category Placement: 2020 Target Date Portfolio

Fund: TD Emerald 2030 Retirement Target Date
Category Placement: 2025+ Target Date Portfolio

Fund: TD Emerald 2040 Retirement Target Date
Category Placement: 2025+ Target Date Portfolio

Fund: TD Emerald 2050 Retirement Target Date
Category Placement: 2025+ Target Date Portfolio

Fund: TD Emerald Low Volatility All World Equity Pool
Category Placement: Global Equity

Fund: Tera High Income Fund
Category Placement: Alternative Strategies

2014

Dec

Results of New Fund Reviews – Dec 18, 2014

Fund: BlackRock Canadian MSCI World Index
Category Placement: Global Equity

Fund: Common Sense Asset Builder Fund VII
Category Placement: 2025+ Target Date Portfolio

Fund: IA SRP ex Classic FORLIFE Guaranteed Income & Growth
Category Placement: Canadian Fixed Income Balanced

Fund: IA SRP Ex-Classic FORLIFE Guaranteed Maximum Income
Category Placement: Canadian Fixed Income

Fund: Limpid Three Strategies Fund
Category Placement: Alternative Strategies

Fund: Mackenzie Monthly Income Balanced Portfolio
Category Placement: Global Equity Balanced

Fund: Mackenzie Monthly Income Conservative Portfolio
Category Placement: Global Fixed Income Balanced

Fund: Mackenzie Unconstrained Fixed Income Fund
Category Placement: Alternative Strategies

Fund: NEI Global Strategic Yield Fund
Category Placement: Global Fixed Income Balanced

Fund: Next Edge Bio-Tech Plus Fund
Category Placement: Alternative Strategies

Fund: Primerica Common Sense Cash Management
Category Placement: Canadian Money Market

Fund: Primerica Common Sense Funds Strategic Retirement
Category Placement: Canadian Fixed Income Balanced

Fund: Propel North American Preferred Share
Category Placement: Preferred Share Fixed Income

Nov

Results of New Fund Reviews – Nov 27, 2014

Fund: Addenda Canadian Diversified Income PF
Category Placement: Canadian Fixed Income

Fund: Antares Balanced Pool Fund
Category Placement: Global Equity Balanced

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

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

Fund: BMO Equity Linked Corporate Bond ETF (ZEL)
Category Placement: Canadian Fixed Income

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

Fund: BMO Global Strategic Bond ETF
Category Placement: High Yield Fixed Income

Fund: BMO International Dividend ETF
Category Placement: International Equity

Fund: BMO MSCI ACWI High Quality Index ETF (ZGQ)
Category Placement: Global Equity

Fund: BMO MSCI USA High Quality Index ETF
Category Placement: U.S. Equity

Fund: BMO Target Education 2020 Portfolio
Category Placement: 2020 Target Date Portfolio

Fund: BMO Target Education 2025 Portfolio
Category Placement: 2025 Target Date Portfolio

Fund: BMO Target Education 2030 Portfolio
Category Placement: 2025+ Target Date Portfolio

Fund: BMO Target Education 2035 Portfolio
Category Placement: 2025+ Target Date Portfolio

Fund: BMO Target Education Income Portfolio
Category Placement: Canadian Short Term Fixed Income

Fund: BMO U.S. Dividend Series A
Category Placement: U.S. Equity

Fund: BMO U.S. Equity Plus Fund
Category Placement: U.S. Equity

Fund: Centurion Real Estate Opportunities
Category Placement: Miscellaneous – Income and Real Property

Fund: CI G520 2039 Q4 Class A
Category Placement: Tactical Balanced

Fund: CI G520i 2034 Q4 Class A
Category Placement: Tactical Balanced

Fund: Covenant Traditional Equity Pool Fund
Category Placement: Global Equity

Fund: DFS CC&L Canadian Equity
Category Placement: Canadian Equity

Fund: FDP Canadian Corporate Bond Private Portfolio
Category Placement: Canadian Fixed Income

Fund: Fidelity Conservative Income Private Pool
Category Placement: Global Fixed Income Balanced

Fund: Fidelity Event Driven Opportunities Fund
Category Placement: U.S. Small/Mid Cap Equity

Fund: First Asset MStar EM Momentum Index ETF (IXM)
Category Placement: Emerging Markets Equity

Fund: First Asset MStar EM Value Index ETF (HXM)
Category Placement: Emerging Markets Equity

Fund: First Asset MStar Intl Momentum Index ETF (ZXM)
Category Placement: International Equity

Fund: First Asset MStar Intl Value Index ETF (VXM)
Category Placement: International Equity

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

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

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

Fund: Franklin Templeton LifeSmart 2030 Conservative Portfolio
Category Placement: 2025+ Target Date Portfolio

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

Fund: Front Street MLP and Infrastructure Income
Category Placement: Energy Equity

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

Fund: Optimum Neutral Duration Universe Bond
Category Placement: Canadian Fixed Income

Fund: Purpose US Dividend ETF (PUD)
Category Placement: U.S. Equity

Fund: Purpose US Dividend Fund
Category Placement: U.S. Equity

Fund: Renaissance Global Bond Fund
Category Placement: Global Fixed Income

Fund: RP Select Opportunities Fund
Category Placement: Alternative Strategies

Fund: Scotia Aria Conservative Build Portfolio
Category Placement: Global Fixed Income Balanced

Fund: Scotia Aria Conservative Core Portfolio
Category Placement: Global Fixed Income Balanced

Fund: Scotia Aria Conservative Pay Portfolio
Category Placement: Global Fixed Income Balanced

Fund: Scotia Aria Moderate Build Portfolio
Category Placement: Global Neutral Balanced

Fund: Scotia Aria Moderate Core Portfolio
Category Placement: Global Neutral Balanced

Fund: Scotia Aria Moderate Pay Portfolio
Category Placement: Global Neutral Balanced

Fund: Scotia Aria Progressive Build Portfolio
Category Placement: Global Equity Balanced

Fund: Scotia Aria Progressive Core Portfolio
Category Placement: Global Equity Balanced

Fund: Scotia Aria Progressive Pay Portfolio
Category Placement: Global Equity Balanced

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

Oct

Results of New Fund Reviews – Oct 30, 2014

Fund: Aberdeen Asia Pacific Income Investment
Category Placement: Global Fixed Income

Fund: BMO Insurance Canadian Balanced Growth GIF Prestige
Category Placement: Canadian Equity Balanced

Fund: BMO Insurance Canadian Income Strategy GIF Prestige
Category Placement: Canadian Neutral Balanced

Fund: BMO Insurance North America Income Strategy GIF Prestige
Category Placement: Canadian Neutral Balanced

Fund: BMO Insurance U.S. Balanced Growth GIF Prestige
Category Placement: Global Equity Balanced

Fund: CI LifeCycle 2020 Portfolio
Category Placement: 2020 Target Date Portfolio

Fund: CI LifeCycle 2025 Portfolio
Category Placement: 2025 Target Date Portfolio

Fund: CI LifeCycle 2030 Portfolio
Category Placement: 2025+ Target Date Portfolio

Fund: CI LifeCycle 2035 Portfolio
Category Placement: 2025+ Target Date Portfolio

Fund: CI LifeCycle 2040 Portfolio
Category Placement: 2025+ Target Date Portfolio

Fund: CI LifeCycle 2045 Portfolio
Category Placement: 2025+ Target Date Portfolio

Fund: CI LifeCycle Income Portfolio
Category Placement: Canadian Neutral Balanced

Fund: CIBC High Yield Bond Pool
Category Placement: High Yield Fixed Income

Fund: Dynamic U.S. Sector Focus Class
Category Placement: U.S. Equity

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

Fund: Fiera Qunatum Income Opportunities Fund
Category Placement: High Yield Fixed Income

Fund: First Trust AlphaDEX U.S. Consumer Discretionary Sector Index ETF (FHD)
Category Placement: Sector Equity

Fund: First Trust AlphaDEX U.S. Consumer Staples Sector Index ETF (FHC)
Category Placement: Sector Equity

Fund: First Trust AlphaDEX U.S. Energy Sector Index ETF (FHE)
Category Placement: Energy Equity

Fund: First Trust AlphaDEX U.S. Financials Sector Index ETF (FHF)
Category Placement: Financial Services Equity

Fund: First Trust AlphaDEX U.S. Industrials Sector Index ETF (FHG)
Category Placement: Sector Equity

Fund: First Trust AlphaDEX U.S. Materials Sector Index ETF (FHM)
Category Placement: Sector Equity

Fund: First Trust AlphaDEX U.S. Technology Sector Index ETF (FHQ)
Category Placement: Sector Equity

Fund: First Trust AlphaDEX U.S. Utilities Sector Index ETF (FHU)
Category Placement: Sector Equity

Fund: Global Healthcare Dividend Fund (GHC.UN)
Category Placement: Sector Equity

Fund: Greystone Balanced Fund
Category Placement: Global Neutral Balanced

Fund: Greystone Canadian Bond Fund
Category Placement: Canadian Fixed Income

Fund: Horizons Active Floating Rate Senior Loan ETF (HSL)
Category Placement: High Yield Fixed Income

Fund: IA Clarington Global Growth & Income Fund
Category Placement: Global Equity Balanced

Fund: IA SRP Classic Global Fixed Income (PIMCO)
Category Placement: Global Fixed Income

Fund: IA SRP ex Classic Global Fixed Income (PIMCO)
Category Placement: Global Fixed Income

Fund: Lazard Global Balanced Income
Category Placement: Canadian Neutral Balanced

Fund: Manulife CC&L Equity Income & Growth Fund
Category Placement: Canadian Dividend & Income Equity

Fund: Manulife FGP Canadian Equity Fund
Category Placement: Canadian Equity

Fund: Manulife Pyramis Canadian Bond Fund
Category Placement: Canadian Fixed Income

Fund: Pender Select Ideas Fund
Category Placement: Alternative Strategies

Fund: PIMCO Unconstrained Bond Fund
Category Placement: Global Fixed Income

Fund: Purpose Enhanced US Equity Fund
Category Placement: Alternative Strategies

Fund: Purpose Multi-Strategy Market Neutral Fund
Category Placement: Alternative Strategies

Fund: R.E.G.A.R. Inv Mgmt Global Equity Fund
Category Placement: Global Equity

Fund: RBC Quant Emerging Mkts Div Leaders ETF (RXD)
Category Placement: Emerging Markets Equity

Fund: RBC Quant European Dividend Leaders ETF (RPD)
Category Placement: European Equity

Fund: Renaissance U.S. Dollar High Interest Savings Account
Category Placement: Miscellaneous – Other

Fund: Scheer Rowlett EAFE
Category Placement: International Equity

Fund: Thornmark Canadian Equity
Category Placement: Canadian Equity

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

Fund: Turtle Creek Equity Fund
Category Placement: Alternative Strategies

Sep

Results of New Fund Reviews – Sep 25, 2014

Fund: BlackRock Canadian Equity Index
Category Placement: Canadian Equity

Fund: CIBC Canadian Bond Core Plus Pool
Category Placement: Canadian Fixed Income

Fund: CIBC Global Equity Growth Pool
Category Placement: Global Equity

Fund: DFA GLobal 50EQ-50FI Portfolio
Category Placement: Canadian Neutral Balanced

Fund: DFA Global 70EQ-30FI Portfolio
Category Placement: Canadian Equity Balanced

Fund: Epic Canadian Healthcare Fund
Category Placement: Sector Equity

Fund: Fiera Capital Defensive Global Equity Fund
Category Placement: Global Equity

Fund: Fiera Capital Defensive U.S. Equity Fund
Category Placement: U.S. Equity

Fund: Fiera Quantum Income Opportunities Fund
Category Placement: High Yield Fixed Income

Fund: First Asset Canadian REIT ETF (FRF)
Category Placement: Real Estate Equity

Fund: Global Infrastructure Dividend Fund (GIF.UN)
Category Placement: Global Equity

Fund: IPSOL Global Equity
Category Placement: Global Equity

Fund: LL Harmonized 2015 (Multi Manager)
Category Placement: 2015 Target Date Portfolio

Fund: LL Harmonized 2020 (Multi Manager)
Category Placement: 2020 Target Date Portfolio

Fund: LL Harmonized 2025 (Multi Manager)
Category Placement: 2025 Target Date Portfolio

Fund: LL Harmonized 2030 (Multi Manager)
Category Placement: 20205+ Target Date Portfolio

Fund: LL Harmonized 2035 (Multi Manager)
Category Placement: 20205+ Target Date Portfolio

Fund: LL Harmonized 2040 (Multi Manager)
Category Placement: 20205+ Target Date Portfolio

Fund: LL Harmonized 2045 (Multi Manager)
Category Placement: 20205+ Target Date Portfolio

Fund: LL Harmonized 2050 (Multi Manager)
Category Placement: 20205+ Target Date Portfolio

Fund: LL Harmonized 2055 (Multi Manager)
Category Placement: 20205+ Target Date Portfolio

Fund: Meritage Global Income and Growth Portfolio
Category Placement: Global Neutral Balanced

Fund: Picton Mahoney Long Short U.S. Small Mid Cap Fund
Category Placement: Alternative Strategies

Fund: PowerShares S&P Emerging Markets Low Volatility Index ETF
Category Placement: Emerging Markets Equity

Fund: PowerShares S&P International Developed Low Volatility Index ETF
Category Placement: International Equity

Fund: Redwood Global Equity Strategy
Category Placement: Global Equity

Fund: Sentry Conservative Income Portfolio
Category Placement: Global Fixed Income Balanced

Fund: Sentry Growth and Income Portfolio
Category Placement: Global Equity Balanced

Fund: Sentry Growth Portfolio
Category Placement: Global Equity Balanced

Fund: Sentry Income Portfolio
Category Placement: Global Neutral Balanced

Fund: Sprott 2014-II Flow-Through Limited Partnership
Category Placement: Natural Resources Equity

Aug

Results of New Fund Reviews – Aug 28, 2014

Fund: Antares Total Equity Pool Fund
Category Placement: Alternative Strategies

Fund: BlackRock Active Canadian Equity
Category Placement: Canadian Equity

Fund: Crystal Wealth ACM Growth
Category Placement: Global Equity

Fund: Crystal Wealth ACM Income
Category Placement: Canadian Neutral Balanced

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

Fund: DFS BlackRock Global Real Estate Index
Category Placement: Real Estate Equity

Fund: DFS Hexavest Global Equities Hedged
Category Placement: Global Equity

Fund: Euro Banc Capital Securities Trust
Category Placement: Tactical Balanced

Fund: Fiera North American Market Neutral II
Category Placement: North American Equity

Fund: Fiera Private Infrastructure Fund
Category Placement: Miscellaneous – Income and Real Property

Fund: FirstAsset Hamilton Capital European Banks ETF
Category Placement: Financial Services Equity

Fund: Franklin Global Small-Mid Cap Fund
Category Placement: Global Small/Mid Cap Equity

Fund: JP Morgan Emerging Markets Fund
Category Placement: Emerging Markets Equity

Fund: KFL Partner’s Fund LP
Category Placement: Alternative Strategies

Fund: Lightwater Nimble Fund
Category Placement: Alternative Strategies

Fund: Manulife Global Dividend Fund
Category Placement: Global Equity

Fund: Manulife Global Strategic Balanced Yield Fund
Category Placement: Global Neutral Balanced

Fund: Manulife U.S. Regional Bank Trust
Category Placement: Financial Services Equity

Fund: MLI Multi-Manager Balanced
Category Placement: Global Equity Balanced

Fund: MLI Multi-Manager Canadian Bond
Category Placement: Canadian Fixed Income

Fund: MLI Multi-Manager Cdn Large Cap Core
Category Placement: Canadian Equity

Fund: MLI Multi-Manager Cdn Large Cap Growth
Category Placement: Canadian Equity

Fund: MLI Multi-Manager Cdn Large Cap Value
Category Placement: Canadian Equity

Fund: MLI Multi-Manager Cdn Small Cap Equity
Category Placement: Canadian Small/Mid Cap Equity

Fund: MLI Multi-Manager Global Equity
Category Placement: Global Equity

Fund: MLI Multi-Manager International Equity
Category Placement: International equity

Fund: MLI Multi-Manager U.S. Equity
Category Placement: U.S. Equity

Fund: PH&N LifeTime 2050 Fund
Category Placement: 2025+ Target Date Portfolio

Fund: RBC European Dividend Fund
Category Placement: European Equity

Fund: Sprott Bridging Income Fund
Category Placement: Alternative Strategies

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

Fund: Venator Partners Fund LP
Category Placement: Alternative Strategies

Jul

Results of New Fund Reviews – Jul 24, 2014

Fund: Altervest Absolute REIT CL A
Category Placement: Alternative Strategies

Fund: ASTRA CI Cambridge Canadian Asset Allocation
Category Placement: Tactical Balanced

Fund: ASTRA CI Signature Global Income and Growth
Category Placement: Global Neutral Balanced

Fund: Cambridge Growth Companies Corp
Category Placement: Global Equity

Fund: Celernus Mortgage and Income Trust
Category Placement: Miscellaneous – Income and Real Property

Fund: Dynamic Multi Strategy Hedge Fund
Category Placement: Alternative Strategies

Fund: Exemplar Investment Grade Fund
Category Placement: Canadian Fixed Income

Fund: Exemplar Tactical Corporate Bond Fund
Category Placement: Canadian Fixed Income

Fund: Fidelity ClearPath 2050 Portfolio
Category Placement: 2025+ Target Date Portfolio

Fund: Fidelity ClearPath 2055 Portfolio
Category Placement: 2025+ Target Date Portfolio

Fund: First Trust Global Risk Managed Income Index (ETP)
Category Placement: Global Fixed Income Balanced

Fund: Franklin Global Small-Mid Cap Fund
Category Placement: Global Small/Mid Cap Equity

Fund: Goodwood SPValue Fund
Category Placement: Alternative Strategies

Fund: Horizons Cdn Midstream Oil & Gas Index ETF (HOG)
Category Placement: Energy Equity

Fund: IG Mackenzie Floating Rate Income Fund A
Category Placement: High Yield Fixed Income

Fund: Invesco Global Opportunities Equity Pool
Category Placement: Global Equity

Fund: Invesco Global Small Cap Equity Pool
Category Placement: Global Small/Mid Cap Equity

Fund: Investors Global Fixed Income Flex Portfolio A
Category Placement: Global Fixed Income

Fund: iShares Short Term High Quality Cdn Bond Index ETF (XSQ)
Category Placement: Canadian Short Term Fixed Income

Fund: Libertas Real Asset Opportunities Fund
Category Placement: Alternative Strategies

Fund: Manulife U.S. Regional Bank Trust
Category Placement: U.S. Equity

Fund: MD Strategic Opportunities Fund
Category Placement: Alternative Strategies

Fund: MD Strategic Yield Fund
Category Placement: Alternative Strategies

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

Fund: NexGen Intrinsic Growth Registered Fund
Category Placement: Canadian Focused Equity

Fund: NexGen US Growth Tax Managed
Category Placement: U.S. Equity

Fund: PowerShares 1-3 Yr Laddered Float Rate Index ETF (PFL)
Category Placement: Canadian Short Term Fixed Income

Fund: PowerShares LadderRite US 0-5 Yr Corp Bond Index ETF (USB)
Category Placement: Global Fixed Income

Fund: Sprott Real Asset Class
Category Placement: Real Estate Equity

Fund: TD Emerald Low Volatility Global Equity PFT
Category Placement: Global Equity

Fund: Vanguard Global ex-U.S. Aggregate Bond ETF
Category Placement: Global Fixed Income

Fund: Vanguard U.S. Aggregate Bond Index ETF (VBU)
Category Placement: Global Fixed Income

Fund: Westwood Global Equity Fund
Category Placement: Global Equity

Jun

Results of New Fund Reviews – Jun 26, 2014

Fund: Alignvest Income Fund
Category Placement: Alternative Strategies

Fund: Alignvest Opportunities Fund
Category Placement: Alternative Strategies

Fund: Aventine Canadian Equity Class A
Category Placement: Canadian Equity

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

Fund: BLK Canada Credit-Screened Bond Index
Category Placement: Canadian Fixed Income

Fund: BLK CDN ACWI Index Class A
Category Placement: Global Equity

Fund: BLK CDN MSCI EM Index Class D
Category Placement: Emerging Markets Equity

Fund: CC&L Group Income & Growth
Category Placement: Canadian Neutral Balanced

Fund: CC&L Q International Equity
Category Placement: International Equity

Fund: Counsel Global Fixed Income Series P
Category Placement: Global Fixed Income

Fund: Counsel Global Trend Strategy Series A
Category Placement: Global Equity

Fund: Desjardins Fin’l DGIA 30/70
Category Placement: Global Fixed Income Balanced

Fund: Desjardins Fin’l DGIA 70/30
Category Placement: Global Equity Balanced

Fund: Dynamic Active Core Bond Private Pool
Category Placement: Canadian Fixed Income

Fund: Dynamic Active Credit Strategies Private Pool
Category Placement: Global Fixed Income

Fund: Dynamic Alternative Investments Private Pool
Category Placement: Alternative Strategies

Fund: Dynamic Asset Allocation Private Pool
Category Placement: Tactical Balanced

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

Fund: Dynamic Dundee Investment Savings Account Series A
Category Placement: Miscellaneous – Income and Real Property

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

Fund: Dynamic Global Yield Private Pool
Category Placement: Global Neutral Balanced

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

Fund: Fidelity Energy Central Fund
Category Placement: Energy Equity

Fund: Fidelity NorthStar Bal Ccy Netrl Sr A
Category Placement: Global Neutral Balanced

Fund: Fidelity NorthStar Balanced Sr A
Category Placement: Global Neutral Balanced

Fund: Fidelity Tactical Hi Inc Ccy Netrl Sr A
Category Placement: Tactical Balanced

Fund: Fidelity Tactical High Income Sr A
Category Placement: Tactical Balanced

Fund: Fidelity Utilities Central Fund
Category Placement: Sector Equity

Fund: First Trust Short Duration High Yield Bd ETF (FHY)
Category Placement: High Yield Fixed Income

Fund: Goldman Sachs U.S. Income Builder Trust
Category Placement: U.S. Equity

Fund: Guardian Short Duration Bond Fund

Fund: IA Clarington Core Plus Bond Fund
Category Placement: Canadian Fixed Income

Fund: IA Clarington Focused U.S. Equity Class
Category Placement: U.S. Equity

Fund: Leith Wheeler Corporate Fixed Income Series B
Category Placement: Canadian Fixed Income

Fund: Lionscrest TailPro U.S. Equity Fund
Category Placement: Alternative Strategies

Fund: Manulife Balanced Equity Private Seg Pool
Category Placement: Global Equity Balanced

Fund: Manulife Balanced Income Private Seg Pool
Category Placement: Global Fixed Income Balanced

Fund: Manulife Canadian Balanced Private Seg Pool
Category Placement: Canadian Neutral Balanced

Fund: Manulife Canadian Equity Private Seg Pool
Category Placement: Canadian Equity

Fund: Manulife Canadian Fixed Income Private Seg Pool
Category Placement: Canadian Fixed Income

Fund: Manulife Corporate Fixed Income Private Seg Pool
Category Placement: High Yield Fixed Income

Fund: Manulife Dividend Income Private Seg Pool
Category Placement: Canadian Dividend & Income Equity

Fund: Manulife Global Balanced Private Seg Pool
Category Placement: Global Neutral Balanced

Fund: Manulife Global Equity Private Seg Pool
Category Placement: Global Equity

Fund: Manulife Global Fixed Income Private Seg Pool
Category Placement: High Yield Fixed Income

Fund: Manulife Money Market Private Segregated Pool
Category Placement: Canadian Money Market

Fund: Manulife U.S. Balanced Private Seg Pool
Category Placement: Global Neutral Balanced

Fund: Manulife U.S. Equity Private Seg Pool
Category Placement: U.S. Equity

Fund: Manulife U.S. Fixed Income Private Seg Pool
Category Placement: Global Fixed Income

Fund: NS Partners Global Emerging Markets
Category Placement: Emerging Markets Equity

Fund: Southbridge Healthcare Fund
Category Placement: Miscellaneous – Income and Real Property

Fund: Vanguard FTSE All-World ex Canada Index ETF
Category Placement: Global Equity

Fund: Vanguard FTSE Developed Asia Pacific Index ETF
Category Placement: Asia Pacific Equity

Fund: Vanguard FTSE Developed Europe Index ETF
Category Placement: European Equity

May

Results of New Fund Reviews – May 29, 2014

Fund: BMO Canadian Alpha Plus Fund
Category Placement: Canadian Equity

Fund: BMO Private Canadian Alpha Plus Fund
Category Placement: Canadian Equity

Fund: CC&L Global Alpha Fund
Category Placement: Global Equity

Fund: CI G520 2039 Q2 Fund
Category Placement: Tactical Balanced

Fund: Desjardins Floating Rate Income Fund
Category Placement: High Yield Fixed Income

Fund: DGIA 50/50
Category Placement: Global Neutral Balanced

Fund: DGIA 90/10
Category Placement: Global Equity Balanced

Fund: DGIA Global Commodity
Category Placement: Commodity

Fund: Fidelity NorthStar Balanced Fund
Category Placement: Global Neutral Balanced

Fund: Fidelity Tactical High Income Fund
Category Placement: Tactical Balanced

Fund: Greystone Mortgage Fund
Category Placement: Miscellaneous – Income & Real Property

Fund: IA Gross Canadian Equity Small Cap
Category Placement: Canadian Small/ Mid Cap Equity

Fund: Lysander Equity Fund
Category Placement: Global Equity

Fund: Middlefield Global Dividend Growers Class
Category Placement: Global Equity

Fund: Middlefield Resource Class
Category Placement: Natural Resources Equity

Fund: Middlefield US Dividend Growth Class
Category Placement: U.S. Equity

Fund: PH&N Foreign Bond Fund
Category Placement: Global Fixed Income

Fund: PH&N Institutional Gold & Precious Metals
Category Placement: Precious Metals Equity

Fund: PH&N Long Corporate Bond Trust
Category Placement: Canadian Long Term Fixed Income

Fund: PH&N Long Investment Grade Corporate Bond Trust
Category Placement: Canadian Long Term Fixed Income

Fund: PH&N Long Mortgage Pension Trust
Category Placement: Canadian Long Term Fixed Income

Fund: Portland Advantage Plus – Everest Fund
Category Placement: Alternative Strategies

Fund: Portland Advantage Plus – Kilimanjaro Fund
Category Placement: Alternative Strategies

Fund: Portland Advantage Plus – McKinley Fund
Category Placement: Alternative Strategies

Fund: Portland Global Dividend Fund
Category Placement: Global Equity

Fund: Professionals’ Short Term Fixed Income Fund
Category Placement: Canadian Short Term Fixed Income

Fund: Purpose Best Ideas Fund
Category Placement: North American Equity

Fund: Purpose Duration Hedged Real Estate ETF (PHR)
Category Placement: Real Estate Equity

Fund: Purpose Duration Hedged Real Estate Fund
Category Placement: Real Estate Equity

Fund: RBC QUBE Low Volatility AC World Equity
Category Placement: Global Equity

Fund: Sionna Opportunities Fund
Category Placement: Canadian Equity

Fund: Standard Life Emerging Markets Debt Fund
Category Placement: High Yield Fixed Income

Fund: Standard Life Emerging Markets Dividend Fund
Category Placement: Emerging Markets Equity

Fund: TD Emerald 20+ Strip Bond Portfolio
Category Placement: Canadian Long Term Fixed Income

Fund: TD Emerald Active Core Canadian Bond Portfolio
Category Placement: Canadian Fixed Income

Fund: TD Emerald Canadian Long Bond Broad Market Portfolio
Category Placement: Canadian Long Term Fixed Income

Fund: TD Emerald Canadian Long Government Bond Portfolio
Category Placement: Canadian Long Term Fixed Income

Fund: TD Emerald Canadian Real Return Bond Portfolio
Category Placement: Canadian Inflation Protected Fixed Income

Fund: TD Emerald Enhanced Hedged U.S. Equity Portfolio
Category Placement: U.S. Equity

Fund: Walter Scott Canadian Inst Trust Global
Category Placement: Global Equity

Apr

Results of New Fund Reviews – Apr 24, 2014

Fund: Aston Hill Energy Growth
Category Placement: Energy Equity

Fund: Astra PIMCO Global Bond
Category Placement: Global Fixed Income

Fund: ASTRA TD Global Dividend Equity Fund
Category Placement: Global Equity

Fund: Avondale Income Fund
Category Placement: Alternative Strategies

Fund: Covenant Non-Traditional Equity Pool
Category Placement: Global Equity

Fund: iShares MSCI Europe IMI Index ETF (XEU)
Category Placement: European Equity

Fund: Lightwater Long/Short Fund
Category Placement: Alternative Strategies

Fund: LL SRI BALANCED (MULTI MANAGER)
Category Placement: Canadian Neutral Balanced

Fund: Mackenzie Global Tactical Bond Fund
Category Placement: Global Fixed Income

Fund: Mackenzie Investment Grade Floating Rate Fund
Category Placement: Global Fixed Income

Fund: Mackenzie US Dividend Fund
Category Placement: U.S. Equity

Fund: Mackenzie US Dividend Registered Fund
Category Placement: U.S. Equity

Fund: Mackenzie US Low Volatility Fund
Category Placement: U.S. Equity

Fund: Marquest Income & Growth
Category Placement: Canadian Equity Balanced

Fund: Marquest Large Cap
Category Placement: Canadian Focused Equity

Fund: Marquest Resource
Category Placement: Natural Resources Equity

Fund: Marquest Small/Mid Cap
Category Placement: Canadian Small/Mid Cap Equity

Fund: Norrep Premium Growth MF
Category Placement: Tactical Balanced

Mar

Results of New Fund Reviews – Mar 27, 2014

Fund: APQ Emerging Markets Value & Income
Category Placement: Alternative Strategies

Fund: BlackRock Canada ex-BBB Long Bd Index Fd
Category Placement: Canadian Long Term Fixed Income

Fund: Bloom U.S. Advantaged Income & Growth Fund Class A
Category Placement: U.S. Equity

Fund: CC&L Absolute Return Fund
Category Placement: Alternative Strategies

Fund: CC&L Diversified Market Neutral Fund
Category Placement: Alternative Strategies

Fund: DFS Triasima Canadian All Cap Equity
Category Placement: Canadian Equity

Fund: Dynamic Credit Absolute Return Fund
Category Placement: Alternative Strategies

Fund: FÉRIQUE Balanced Growth
Category Placement: Global Equity Balanced

Fund: Formula Growth Alpha Fund
Category Placement: Alternative Strategies

Fund: Goodman Bluespring Fund
Category Placement: North American Equity

Fund: RBC Asia Pacific ex-Japan Equity Fund
Category Placement: Asia Pacific ex-Japan Equity

Fund: RBC Japanese Equity Fund Series A
Category Placement: Geographic Equity

Fund: RBC QUBE All Country World Equity Fund
Category Placement: Global Equity

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

Fund: Russell Inflation Linked Bond Fund
Category Placement: Canadian Inflation Protected Fixed Income

Fund: TD Global Dividend – Private series
Category Placement: Global Equity

Feb

Results of New Fund Reviews – Feb 27, 2014

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

Fund: BMO Equal Weight US Banks Index ETF (ZBK)
Category Placement: Financial Services Equity

Fund: BMO Floating Rate High Yield ETF
Category Placement: High Yield Fixed Income

Fund: BMO MSCI EAFE Index ETF
Category Placement: International Equity

Fund: BMO MSCI Euro High Quality $C Hdg Index ETF
Category Placement: European Equity

Fund: BMO Short Term US IG Corp Bond $CHdg Idx ETF (ZSU)
Category Placement: Global Fixed Income

Fund: BMO US High Dividend Covered Call ETF (ZWH)
Category Placement: U.S. Equity

Fund: Exemplar Performance Fund
Category Placement: Canadian Equity

Fund: FÉRIQUE Balanced Growth Fund
Category Placement: Canadian Equity Balanced

Fund: First Asset Canadian Dividend Opportunity Fund II
Category Placement: Canadian Dividend & Income Equity

Fund: First Asset MSCI Canada Low Risk Weighted ETF (RWC)
Category Placement: Canadian Equity

Fund: First Asset MSCI Euro Low Risk Weight ETF (RWE)
Category Placement: European Equity

Fund: First Asset MSCI USA Low Risk Weighted ETF (RWU)
Category Placement: U.S. Equity

Fund: First Asset MSCI World Low Risk Weight ETF (RWW)
Category Placement: Global Equity

Fund: First Trust AlphaDEX European Div Idx ETF(EUR)
Category Placement: European Equity

Fund: First Trust Global Dividend Seeker Fund
Category Placement: Global Equity

Fund: Globevest Capital Sec Put Writing
Category Placement: Alternative Strategies

Fund: Goodwood Milford Fund LP
Category Placement: Alternative Strategies

Fund: Lysander Short Term & Floating Rate Fund
Category Placement: Canadian Short Term Fixed Income

Fund: Majestic Altervest Absolute REIT Fund
Category Placement: Alternative Strategies

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

Fund: Marret Short Duration High Yield Fund
Category Placement: High Yield Fixed Income

Fund: Marret Strategic Yield Fund
Category Placement: Tactical Balanced

Fund: NBT Private Pool Fixed Income
Category Placement: Canadian Fixed Income

Fund: NBT Private Pool US Equity
Category Placement: U.S. Equity

Fund: O’Leary Global Monthly Income Fund
Category Placement: Global Equity Balanced

Fund: O’Leary Tactical Income Fund
Category Placement: Global Fixed Income

Fund: RP Debt Opportunities Fund
Category Placement: Alternative Strategies

Fund: RP Fixed Income Plus
Category Placement: Canadian Fixed Income

Fund: Scotia Conservative Income Fund
Category Placement: Miscellaneous – Income and Real Property

Fund: Sprott 2014 Flow-Through Limited Partnership
Category Placement: Natural Resources Equity

Fund: Sun Life NWQ Flexible Income
Category Placement: High Yield Fixed Income

Fund: TD Emerald Global Equity Shareholder Yield PFT
Category Placement: Global Equity

Jan

Results of New Fund Reviews – Jan 23, 2014

Fund: Barometer Disciplined Leadership Equity Fund
Category Placement: Global Equity

Fund: BlueBay Global Convertible Bond
Category Placement: High Yield Fixed Income

Fund: CC&L High Yield Bond Fund
Category Placement: High Yield Fixed Income

Fund: CI G520 2039 Q1 Fund
Category Placement: Tactical Balanced

Fund: Empire Life Emblem Diversified Income Portfolio
Category Placement: Canadian Fixed Income Balanced

Fund: Fiera Balanced EFT
Category Placement: Global Neutral Balanced

Fund: Globevest Capital Secured Put Writing
Category Placement: Alternative Strategies

Fund: Horizons BetaPro MSCI Japan Bear Plus ETF (HPD)
Category Placement: Passive Inverse/Leveraged

Fund: Horizons BetaPro MSCI Japan Bull Plus ETF (HPU)
Category Placement: Passive Inverse/Leveraged

Fund: IA Clarington Canadian Mid Cap Dividend Fund
Category Placement: Canadian Dividend & Income Equity

Fund: La Capitale Agressive Profile (NBSI)
Category Placement: Canadian Equity Balanced

Fund: La Capitale Balanced Profile (NBSI)
Category Placement: Canadian Neutral Balanced

Fund: La Capitale Conservative Profile (NBSI)
Category Placement: Canadian Fixed Income Balanced

Fund: La Capitale Growth Profile (NBSI)
Category Placement: Canadian Equity Balanced

Fund: La Capitale Moderate Profile (NBSI)
Category Placement: Canadian Fixed Income Balanced

Fund: Manulife AM Cdn Ultra Long Dur Fix Inc
Category Placement: Canadian Long Term Fixed Income

Fund: Manulife Canadian Real Estate Pooled
Category Placement: Miscellaneous – Income and Real Property

Fund: Manulife U.S. Dividend Class
Category Placement: U.S. Equity

Fund: Manulife U.S. Dividend Registered Fund
Category Placement: US Equity

Fund: Manulife U.S. Dollar Strategic Balanced Yield Fund
Category Placement: Global Neutral Balanced

Fund: Manulife U.S. Dollar U.S. All Cap Equity Fund
Category Placement: US Equity

Fund: Manulife U.S. Monthly High Income Fund
Category Placement: Global Neutral Balanced

Fund: MFS Blended Research Global Equity Extension
Category Placement: Alternative Strategies

Fund: MFS Canadian Research Fund
Category Placement: Canadian Equity

Fund: MFS Emerging Markets Equity
Category Placement: Emerging Market Equity

Fund: MFS Global Aggregate Fixed Income Fund
Category Placement: Global Fixed Income

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

Fund: National Bank Floating Rate Income
Category Placement: Canadian Short Term Fixed Income

Fund: National Bank Global Tactical Bond
Category Placement: Global Fixed Income

Fund: National Bank US Dividend Fund
Category Placement: U.S. Equity

Fund: O’Leary Floating Rate Income Fund
Category Placement: High Yield Fixed Income

Fund: Palos IOU High Yield Fund
Category Placement: High Yield Fixed Income

Fund: RBC 1-5 Year Laddered Corporate Bond ETF
Category Placement: Canadian Short Term Fixed Income

Fund: RBC Global Equity
Category Placement: Global Equity

Fund: RBC Quant Canadian Dividend Leaders ETF (RCD)
Category Placement: Canadian Dividend & Income Equity

Fund: RBC Quant EAFE Dividend Leaders ETF (RWD)
Category Placement: International Equity

Fund: RBC Quant U.S. Dividend Leaders ETF (RUD)
Category Placement: U.S. Equity

Fund: RBC Unconstrained Global Equity Fund
Category Placement: Global Equity

Fund: ROMC Performance Fee Series
Category Placement: Global Equity

Fund: ROMC Salary Series
Category Placement: Global Equity

Fund: Sionna Canadian All Cap Pool
Category Placement: Canadian Equity

Fund: Sionna Canadian Small Cap
Category Placement: Canadian Small/Mid Cap Equity

Fund: Terra 2013 Flow-Through Limited Partnership
Category Placement: Alternative Strategies

Fund: Vanguard Global ex-U.S. Aggregate Bond Index ETF (VBG)
Category Placement: Global Fixed Income

Fund: Vanguard U.S. Aggregate Bond Index ETF (VBU)
Category Placement: Global Fixed Income