RECLASSIFICATION RESULTS

Results of Fund Classification Reviews

Select a month to see the results of the Classification Reviews from that meeting:

2020

Jan

Results of Classification Reviews – Jan 23, 2020

Fund: Franklin Quotential Balanced Growth Portfolio Series A
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Franklin Quotential Balanced Income Portfolio Series A
Currently: Global Neutral Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Fund: IA Wealth Balanced Portfolio Series A
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: IA Wealth Moderate Portfolio Series A
Currently: Global Neutral Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Fund: Invesco Diversified Yield Class Series A
Currently: Canadian Equity Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Approved

Fund: Manulife TD Diversified Monthly Income GIF
Currently: Canadian Equity Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Approved

Fund: RBC Target 2020 Education Fund Series A
Currently: Short Term Target Date Portfolio
Requested Category: Canadian Money Market
CIFSC Decision: Approved

2019

Dec

Results of Classification Reviews – Dec 19, 2019

Fund: iA Core Plus Bond SRP 75/75 & My Education+
Currently: Canadian Fixed Income
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Approved

Fund: iA Fidelity Global Concentrated Equity SRP 75/75 & My Education+
Currently: Global Neutral Balanced
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: IA Wealth High Growth Portfolio Series A
Currently: Global Equity
Requested Category: Global Equity Balanced
CIFSC Decision: Approved

Nov

Results of Classification Reviews – Nov 28, 2019

Fund: CIBC Conservative Fixed Income Pool Series A
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: CIBC Core Fixed Income Pool Series A
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: Invesco Diversified Yield Class Series P
Currently: Canadian Equity Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Denied

Fund: Timbercreek Global Real Estate Income Fund Series A
Currently: Real Estate Equity
Requested Category: Global Equity Balanced
CIFSC Decision: Deferred

Oct

Results of Classification Reviews – Oct 24, 2019

Fund: Desjardins SocieTerra Global Bond Fund I-Class
Currently: Global Fixed Income
Requested Category: Global Corporate Fixed Income
CIFSC Decision: Approved

Fund: IPC Income Essentials Portfolio Series A
Currently: Canadian Fixed Income Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Fund: Manulife Fundamental Equity Class Advisor Series
Currently: Canadian Focused Equity
Requested Category: Canadian Equity
CIFSC Decision: Approved

Sep

Results of Classification Reviews – Sep 25, 2019

Fund: Beutel Goodman Core Plus Bond Fund Class D
Currently: Canadian Corporate Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: Evolve Automobile Innovation Index Fund (CARS.B) – Unhedged
Currently: Sector Equity
Requested Category: Global Equity
CIFSC Decision: Denied

Fund: Evolve Cyber Security Index Fund (CYBR) – Hedged
Currently: Sector Equity
Requested Category: Global Equity
CIFSC Decision: Denied

Fund: Evolve E-Gaming Index ETF – Hedged ETF Units
Currently: Sector Equity
Requested Category: Global Equity
CIFSC Decision: Denied

Fund: Evolve Global Healthcare Enhanced Yield Fund (LIFE.B) – Unhedged
Currently: Sector Equity
Requested Category: Global Equity
CIFSC Decision: Denied

Fund: Evolve Global Materials & Mining Enhanced Yield Index ETF – Unhedged ETF Units
Currently: Sector Equity
Requested Category: Global Equity
CIFSC Decision: Denied

Fund: Evolve Marijuana Fund – Unhedged ETF Units
Currently: Sector Equity
Requested Category: Global Equity
CIFSC Decision: Denied

Fund: MD Precision Balanced Income Portfolio Series A
Currently: Canadian Neutral Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Fund: MD Precision Conservative Portfolio Series A
Currently: Canadian Fixed Income Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Fund: Sun Life Infrastructure Fund Series A
Currently: Global Infrastructure Equity
Requested Category: Global Equity
CIFSC Decision: Approved

Aug

Results of Classification Reviews – Aug 22, 2019

Fund: CI First Asset High Interest Savings ETF
Currently: Miscellaneous – Other
Requested Category: Canadian Money Market
CIFSC Decision: Approved

Fund: Ninepoint High Interest Savings Fund Series A
Currently: Canadian Short Term Fixed Income
Requested Category: Canadian Money Market
CIFSC Decision: Approved

Fund: Purpose Enhanced Premium Yield Fund Series A
Currently: Energy Equity
Requested Category: Miscellaneous – Income & Real Property
CIFSC Decision: Approved

Fund: Purpose High Interest Savings ETF – ETF Units
Currently: Miscellaneous – Income & Real Property
Requested Category: Canadian Money Market
CIFSC Decision: Approved

Fund: Wise Growth ETF Portfolio C
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Jul

Results of Classification Reviews – July 25, 2019

Fund: AGF Global Real Assets Mutual Fund Series
Currently: Precious Metals Equity
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: Evolve Active Global Fixed Income Fund
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Global Corporate Fixed Income

Fund: IG Managed Payout Portfolio Series A
Currently: Canadian Fixed Income Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Fund: IG Managed Payout Portfolio with Enhanced Growth Series A
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: IG Managed Payout Portfolio with Growth Series A
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Investors International Small Cap Fund Series F
Currently: Global Small/Mid Cap Equity
Requested Category: International Equity
CIFSC Decision: Denied

Fund: Manulife Multifactor U.S. Mid Cap Index ETF – Hedged Units
Currently: U.S. Equity
Requested Category: U.S. Small/Mid Cap Equity
CIFSC Decision: Approved

Fund: Manulife Value Balanced Fund Advisor Series
Currently: Tactical Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Denied

Fund: MD Strategic Yield Fund Series A
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Approved

Fund: Sun Life Opportunistic Fixed Income Fund Series A
Currently: Alternative Multi-Strategy
Requested Category: Alternative Credit Focused
CIFSC Decision: Approved

Jun

Results of Classification Reviews – June 27, 2019

Fund: Evolve Active Core Fixed Income Fund – Unhedged ETF Units
Currently: Canadian Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: Evolve Active Global Fixed Income Fund
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Denied

Fund: Franklin Strategic Income Fund Series A
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Approved

Fund: London Life Mortgage (Portico)
Currently: Canadian Fixed Income
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Approved

Fund: Tangerine Dividend Portfolio
Currently: Global Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Approved

May

Results of Classification Reviews – May 23, 2019

Fund: EHP Guardian Alternative Fund Class A
Currently: Alternative Equity Focused
Requested Category: Alternative Market Neutral
CIFSC Decision: Alternative Multi-Strategy

Fund: EHP Guardian Fund Class A (Master Series)
Currently: Alternative Equity Focused
Requested Category: Alternative Market Neutral
CIFSC Decision: Alternative Multi-Strategy

Fund: EHP Guardian International Alternative Fund Class A
Currently: Alternative Equity Focused
Requested Category: Alternative Market Neutral
CIFSC Decision: Alternative Multi-Strategy

Fund: EHP Guardian International Fund
Currently: Alternative Equity Focused
Requested Category: Alternative Market Neutral
CIFSC Decision: Alternative Multi-Strategy

Apr

Results of Classification Reviews – Apr 25, 2019

Fund: London Life U.S. Mid Cap (London Capital)
Currently: U.S. Equity
Requested Category: U.S. Small/Mid Cap Equity
CIFSC Decision: Approved

Fund: RBC Select Conservative Portfolio Series A
Currently: Tactical Balanced
Requested Category: Global Fixed Income BalancedMiscellaneous – Income and Real Property
CIFSC Decision: Approved

Fund: Raintree Preservation Fund Series A
Currently: Alternative Strategies
Requested Category: Tactical BalancedMiscellaneous – Income and Real Property
CIFSC Decision: Deferred

Mar

Results of Classification Reviews – Mar 28, 2019

Fund: Cambridge Bond Fund (Class I units)
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: Capstone Non-Traditional Equity Pool Fund Class F
Currently: Global Equity
Requested Category: Alternative StrategiesMiscellaneous – Income and Real Property
CIFSC Decision: Approved

Fund: Dynamic Real Estate & Infrastructure Income Fund Series A
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Alternative StrategiesMiscellaneous – Income and Real Property
CIFSC Decision: Approved

Fund: Investors International Small Cap Fund Series F / Investors International Small Cap Class Series A
Currently: Global Small/Mid Cap Equity
Requested Category: International EquityMiscellaneous – Income and Real Property
CIFSC Decision: Denied

Fund: National Bank Opus Balanced Fund
Currently: Global Equity Balanced
Requested Category: Global Neutral BalancedMiscellaneous – Income and Real Property
CIFSC Decision: Approved

Fund: Phillips, Hager & North Long Bond Pension Trust Series O
Currently: Miscellaneous – Other
Requested Category: Canadian Long Term Fixed IncomeMiscellaneous – Income and Real Property
CIFSC Decision: Approved

Fund: Raintree Preservation Fund Series A
Currently: Alternative Strategies
Requested Category: Tactical BalancedMiscellaneous – Income and Real Property
CIFSC Decision: Deferred

Fund: RBC Select Conservative Portfolio Series A
Currently: Global Neutral Balanced
Requested Category: Global Fixed Income BalancedMiscellaneous – Income and Real Property
CIFSC Decision: Tactical Balanced

Fund: Signature Dividend Fund (Class A units)
Currently: Global Equity Balanced
Requested Category: Canadian Equity BalancedMiscellaneous – Income and Real Property
CIFSC Decision: Denied

Fund: Signature Income & Growth Fund (Class A units)
Currently: Global Neutral Balanced
Requested Category: Canadian Neutral BalancedMiscellaneous – Income and Real Property
CIFSC Decision: Denied

Feb

Results of Classification Reviews – Feb 28, 2019

Fund: IG Managed Risk Portfolio – Income Focus A
Currently: Canadian Fixed Income Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Fund: Invesco S&P International Developed Low Volatility Index ETF
Currently: Global Equity
Requested Category: International EquityMiscellaneous – Income and Real Property
CIFSC Decision: Approved

Fund: Loomis Sayles Strategic Monthly Income Fund Series A
Currently: Global Fixed Income Balanced
Requested Category: Global Fixed IncomeMiscellaneous – Income and Real Property
CIFSC Decision: Approved

Jan

Results of Classification Reviews – Jan 24, 2019

Fund: AGF Total Return Bond Fund Mutual Fund Series
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Approved

Fund: Dynamic International Equity Fund Series A
Currently: Global Equity
Requested Category: International Equity
CIFSC Decision: Approved

2018

Dec

Results of Classification Reviews – Dec 20, 2018

Fund: Cortland Credit Strategies L.P.
Currently: Alternative Strategies
Requested Category: Miscellaneous – Income and Real Property
CIFSC Decision: Approved

Nov

Results of Classification Reviews – Nov 22, 2018

Fund: Desjardins SocieTerra Positive Change Fund
Currently: International Equity
Requested Category: Global Equity
CIFSC Decision: Approved

 

Fund: iA Global Asset Allocation Opportunity (iAIM)
Currently: Canadian Equity Balanced
Requested Category: Global Equity Balanced
CIFSC Decision: Approved

 

Fund: London Life Pathways Global Core Plus Bond Fund
Currently: Canadian Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Approved

 

Fund: London Life Pathways Global Multi Sector Bond Fund
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Approved

 

Fund: Lysander-Fulcra Corporate Securities Fund
Currently: Global Fixed Income Balanced
Requested Category: High Yield Fixed Income
CIFSC Decision: Approved

 

Oct

Results of Classification Reviews – Oct 25, 2018

Fund: Fidelity Frontier Emerging Markets Fund Series B
Currently: Emerging Markets Equity
Requested Category: Geographic Equity
CIFSC Decision: Approved

Fund: imaxx Global Fixed Pay Fund Class A0
Currently: Global Equity
Requested Category: Global Equity Balanced
CIFSC Decision: Approved

Sep

Results of Classification Reviews – Sep 26, 2018

Fund: Barometer High Income (Cayman) Fund Ltd. Class A
Currently: Alternative Strategies
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: BMO Government Bond Index ETF (ZGB)
Currently: Canadian Short Term Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: Global Iman Fund Series A
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: MarshallZehr First Mortgage Fund LP Class F
Currently: Canadian Short Term Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Denied

Aug

Results of Classification Reviews – Aug 23, 2018

Fund: AGF Total Return Bond Fund Mutual Fund Series
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Denied

Fund: Dynamic Value Balanced Fund Series A
Currently: Global Equity Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Approved

Fund: Invesco Active Multi-Sector Credit Series A
Currently: High Yield Fixed Income
Requested Category: Global Corporate Fixed Income
CIFSC Decision: Approved

Fund: Investors North American Equity Fund Series C
Currently: North American Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Approved

Fund: Portland Value Fund Series A
Currently: Global Equity
Requested Category: Global Small/Mid Cap Equity
CIFSC Decision: Approved

Jul

Results of Classification Reviews – July 26, 2018

Fund: Balanced Portfolio Series A
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Educators Monitored Conservative Portfolio – Class A
Currently: Global Fixed Income Balanced
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Approved

Fund: Limpid Three Strategies Fund Series B
Currently: Alternative Strategies
Requested Category: Tactical Balanced
CIFSC Decision: Approved

Fund: Trimark Global Endeavour Fund Series A
Currently: Global Small/Mid Cap Equity
Requested Category: Global Equity
CIFSC Decision: Approved

Jun

Results of Classification Reviews – June 28, 2018

Fund: Limpid Three Strategies Fund Series A
Currently: Alternative Strategies
Requested Category: Tactical Balanced
CIFSC Decision: Deferred

Fund: Mawer Tax Effective Balanced Fund Series A
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: PIMCO Monthly Income Fund Series A
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Approved

Fund: PIMCO Unconstrained Bond Fund (Canada) Series A
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Approved

May

Results of Classification Reviews – May 24, 2018

Fund: Connor, Clark & Lunn Core Income and Growth Fund Series A
Currently: Tactical Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Denied

Fund: IA Clarington Tactical Income Fund Series T6
Currently: Tactical Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Approved

Fund: Investors U.S. Opportunities Fund Series C
Currently: U.S. Equity
Requested Category: U.S. Small/Mid Cap Equity
CIFSC Decision: Approved

Fund: Symmetry Balanced Portfolio Series A
Currently: Global Neutral Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Approved

Fund: TD Retirement Balanced Portfolio – Investor Series
Currently: Global Equity Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Denied

Fund: TD Retirement Conservative Portfolio – Investor Series
Currently: Global Equity Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Denied

Fund: TD US$ Retirement Portfolio – Investor U$
Currently: Global Equity Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Denied

Fund: Trimark Global Endeavour Fund Series A
Currently: Global Equity
Requested Category: Global Small/Mid Cap Equity
CIFSC Decision: Deferred

Apr

Results of Classification Reviews – Apr 26, 2018

Fund: Fidelity Global Asset Allocation Currency Neutral Private Pool Series B
Currently: Tactical Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Fidelity Global Asset Allocation Private Pool Series B
Currently: Tactical Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Franklin Liberty Canadian Investment Grade Corporate ETF
Currently: Canadian Fixed Income
Requested Category: Canadian Corporate Fixed Income
CIFSC Decision: Approved

Fund: Franklin Liberty Core Balanced ETF
Currently: Global Neutral Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Approved

Fund: IA Clarington Global Bond Fund Series A
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Approved

Fund: La Capitale Small Capitalization Canadian Equity (Dynamic)
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Focused Small/Mid Cap Equity
CIFSC Decision: Approved

Fund: Mackenzie Core Plus Canadian Fixed Income ETF
Currently: Canadian Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: Next Edge Bio-Tech Plus Fund Class A
Currently: Alternative Strategies
Requested Category: Sector Equity
CIFSC Decision: Approved

Fund: TD Retirement Balanced Portfolio – Investor Series
Currently: Global Equity Balanced
Requested Category: Miscellaneous – Other
CIFSC Decision: Deferred

Fund: TD Retirement Conservative Portfolio – Investor Series
Currently: Global Equity Balanced
Requested Category: Miscellaneous – Other
CIFSC Decision: Deferred

Fund: TD US$ Retirement Portfolio – Investor U$
Currently: Global Equity Balanced
Requested Category: Miscellaneous – Other
CIFSC Decision: Deferred

Mar

Results of Classification Reviews – Mar 22, 2018

Fund: BMO Core Plus Bond Fund Series A
Currently: Canadian Corporate Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: BMO Diversified Income Portfolio Series A
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Dynamic Alternative Managed Risk Private Pool Class Series F
Currently: Alternative Strategies
Requested Category: Tactical Balanced
CIFSC Decision: Approved

Fund: NBI Global Real Assets Income Fund Investor Series
Currently: Real Estate Equity
Requested Category: Global Infrastructure Equity
CIFSC Decision: Approved

Fund: Ninepoint Canadian Senior Debt Fund Class A
Currently: High Yield Fixed Income
Requested Category: Alternative Strategies
CIFSC Decision: Approved

Fund: Ninepoint Diversified Bond Fund Series A
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Approved

Feb

Results of Classification Reviews – Feb 22, 2018

Fund: Connor, Clark & Lunn Core Income and Growth Fund Series A
Currently: Tactical Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Deferred

Fund: Dynamic Dividend Advantage Fund Series A
Currently: Canadian Focused Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Approved

Fund: Loomis Sayles Strategic Monthly Income Fund Series A
Currently: Global Fixed Income Balanced
Requested Category: Global Fixed Income
CIFSC Decision: Denied

Jan

Results of Classification Reviews – Jan 24, 2018

Fund: Exemplar Leaders Fund Series A
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Equity
CIFSC Decision: Denied

Fund: Exemplar Performance Fund Series A
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Equity
CIFSC Decision: Approved

Fund: Mackenzie Global Sustainability and Impact Balanced Fund Series A
Currently: Tactical Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

2017

Dec

Results of Classification Reviews – December 21, 2017

Fund: Dynamic Blue Chip Equity Fund Series A
Currently: North American Equity
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: Dynamic iShares Active Tactical Bond ETF
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: Fiera Capital High Income Fund Series D
Currently: Canadian Dividend & Income Equity
Requested Category: Canadian Equity Balanced
CIFSC Decision: Approved

Fund: Fiera Capital Income Opportunities Fund Series A
Currently: Alternative Strategies
Requested Category: High Yield Fixed Income
CIFSC Decision: Approved

Fund: Loomis Sayles Global Diversified Corporate Bond Class ROC Series A
Currently: Canadian Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Approved

Nov

Results of Classification Reviews – November 23, 2017

Fund: GWL Mortgage (Portico)
Currently: Canadian Short Term Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Denied

Fund: VPI Value Pool
Currently: Miscellaneous – Other
Requested Category: Global Equity
CIFSC Decision: Denied

Fund: Manulife Dividend Income Fund
Currently: Canadian Focused Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Denied

Fund: Desjardins Tactical Balanced Fund
Currently: Canadian Neutral Balanced
Requested Category: Tactical Balanced
CIFSC Decision: Approved

Oct

Results of Classification Reviews – October 26, 2017

Fund: Educators U.S. Equity Fund Class A
Currently: Canadian Focused Equity
Requested Category: U.S. Equity
CIFSC Decision: Approved

Fund: GWL Mortgage (Portico) NL
Currently: Canadian Short Term Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Deferred

Fund: London Life Canadian Low Volatility (London Capital)
Currently: Canadian Focused Equity
Requested Category: Canadian Equity
CIFSC Decision: Approved

Fund: Manulife Global Balanced Fund Advisor Series
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Meritas Monthly Dividend and Income Fund Series A
Currently: Canadian Dividend & Income Equity
Requested Category: Canadian Equity
CIFSC Decision: Approved

Sep

Results of Classification Reviews – September 28, 2017

Fund: GWL Unconstrained Fixed Income (Mackenzie) 75/75
Currently: Alternative Strategies
Requested Category: High Yield Fixed Income
CIFSC Decision: Approved

Fund: LON Unconstrained Fixed Income (Mackenzie) 75/75
Currently: Alternative Strategies
Requested Category: High Yield Fixed Income
CIFSC Decision: Approved

Fund: London Life Cambridge All Cdn Equity (CI)
Currently: Canadian Focused Equity
Requested Category: Canadian Equity
CIFSC Decision: Approved

Fund: London Life Global Monthly Income (London Capital)
Currently: Canadian Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Aug

Results of Classification Reviews – Aug 25, 2017

Fund: Canada Life Global Income (Sentry) Generations
Currently: Canadian Equity Balanced
Requested Category: Global FIxed Income Balanced
CIFSC Decision: Approved

Fund: GWL Global Income (Sentry) NL
Currently: Canadian Equity Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Fund: IA Ecoflex Selection Aggressive
Currently: Canadian Focused Equity
Requested Category: Global Equity Balanced
CIFSC Decision: Approved

Fund: London Life Global Income (Sentry)
Currently: Canadian Equity Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Jul

Results of Classification Reviews – July 27, 2017

Fund: Canada Life Fidelity NorthStar Balanced Generations [S191]
Currently: Global Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Goodman & Co. Partners Strategy Series A
Currently: North American Equity
Requested Category: Alternative Strategies
CIFSC Decision: Approved

Fund: GWL Global Low Volatility (ILIM) NL
Currently: North American Equity
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: GWL Global Monthly Income (London Capital) 75/75
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Heward Canadian Dividend Growth Fund Series O
Currently: Canadian Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Approved

Fund: IA Clarington Core Plus Bond Fund Series A
Currently: Canadian Fixed Income
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Approved

Fund: Loomis Sayles Global Diversified Corporate Bond Fund Series A
Currently: Canadian Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Approved

Jun

Results of Classification Reviews – June 22, 2017

Fund: Meritage Dynamic Growth Income Portfolio – Advisor Series/DSC
Currently: Global Equity Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Approved

Fund: Meritage Dynamic Growth Portfolio – Advisor Series/DSC
Currently: Global Equity Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Approved

Fund: Meritage Growth Portfolio – Advisor Series/DSC
Currently: Global Neutral Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Approved

Fund: Symmetry Conservative Portfolio Class Series A
Currently: Global Fixed Income Balanced
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Approved

Fund: Goodman & Co. Core Equity Strategy
Currently: Global Equity
Requested Category: North American Equity
CIFSC Decision: Approved

May

Results of Classification Reviews – May 25, 2017

Fund: Centurion Apartment Real Estate Investment Trust – Class A
Currently: Real Estate Equity
Requested Category: Miscellaneous – Income and Real Property
CIFSC Decision: Approved

Fund: IA Clarington Tactical Bond Fund Series A
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: Investors Fixed Income Flex Portfolio Series A
Currently: Canadian Fixed Income
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Approved

Fund: Timbercreek Four Quadrant Global Real Estate Partners LP Class A
Currently: Real Estate Equity
Requested Category: Miscellaneous – Income and Real Property
CIFSC Decision: Approved

Apr

Results of Classification Reviews – Apr 20, 2017

Fund: Aston Hill Total Return Fund Series A
Currently: Miscellaneous – Other
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: Investors Fixed Income Flex Portfolio Series A
Currently: Canadian Fixed Income
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Deferred

Mar

Results of Classification Reviews – Mar 23, 2017

Feb

Results of Classification Reviews – Feb 23, 2017

Fund: Dynamic Canadian Asset Allocation Class Series A
Currently: Canadian Equity Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Approved

Fund: Fidelity Balanced Managed Risk Portfolio – Series A
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Fidelity Conservative Managed Risk Portfolio – Series A
Currently: Global Neutral Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Fund: Lysander-Canso Bond Fund Series A
Currently: Canadian Short Term Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: Mackenzie Unconstrained Bond ETF
Currently: Alternative Strategies
Requested Category: High Yield Fixed Income
CIFSC Decision: Approved

Fund: Mackenzie Unconstrained Fixed Income Fund Series A
Currently: Alternative Strategies
Requested Category: High Yield Fixed Income
CIFSC Decision: Approved

Fund: Portfolio Series Balanced Fund (Class A units)
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Select 40i60e Managed Portfolio Corporate Class (Class A shares)
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Symmetry Moderate Growth Portfolio Series A
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Trimark Canadian Endeavour Fund Series A
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Approved

Jan

Results of Classification Reviews – Jan 26, 2017

Fund: Manulife Canadian Focused Fund Advisor Series
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Approved

Fund: Heward Equity Fund Class O
Currently: Global Neutral Balanced
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: Heward Canadian Dividend Growth Fund Series O
Currently: Canadian Dividend & Income Equity
Requested Category: Canadian Equity
CIFSC Decision: Approved

Fund: AlphaDelta Canadian Focused Equity Class – Series A
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Approved

Fund: Heward Income Fund Class A
Currently: Canadian Neutral Balanced
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: Heward Global Leaders Fund Class A
Currently: Global Equity
Requested Category: Global Equity
CIFSC Decision: No Change

2016

Dec

Results of Classification Reviews – Dec 22, 2016

Fund: Caldwell Income Fund Series A
Currently: Canadian Fixed Income Balanced
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: AIP Canadian Enhanced Income Class Series A
Currently: Canadian Neutral Balanced
Requested Category: Canadian Fixed Income
CIFSC Decision: Deferred

Nov

Results of Classification Reviews – Nov 24, 2016

Fund: Connected Wealth Core Income Class Series A
Currently: Canadian Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Approved

Fund: Dynamic Global Strategic Yield Fund Series A
Currently: Tactical Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Denied

Oct

Results of Classification Reviews – Oct 27, 2016

Fund: AIP Canadian Enhanced Income Class Series A
Currently: Canadian Neutral Balanced
Requested Category: Canadian Fixed Income
CIFSC Decision: Deferred

Fund: SSQ Celestia Conservative GIF Basic
Currently: Canadian Fixed Income Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Sep

Results of Classification Reviews – Sep 22, 2016

Fund: Canada Life Balanced Allocation Fund (PSG) Generations
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: AIP Canadian Enhanced Income Class Series A
Currently: Canadian Neutral Balanced
Requested Category: Canadian Fixed Income
CIFSC Decision: Deferred

Fund: Quadrus Diversified Fixed Income Folio Fund Quadrus Series
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Aug

Results of Classification Reviews – Aug 25, 2016

Fund: Renaissance Multi-Asset Global Balanced Private Pool Premium Class
Currently: Tactical Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Denied

Fund: BMO US Put Write ETF
Currently: Alternative Strategies
Requested Category: Miscellaneous – Income and Real Property
CIFSC Decision: Approved

Fund: Desjardins SocieTerra CleanTech Fund A Class
Currently: Sector Equity
Requested Category: Global Small/Mid Cap Equity
CIFSC Decision: Approved

Fund: Matco Canadian Equity Fund
Currently: Canadian Dividend & Income Equity
Requested Category: Canadian Equity
CIFSC Decision: Approved

Jul

Results of Classification Reviews – Jul 28, 2016

Fund: CI Signature Diversified Yield Fund (Class A units)
Currently: Global Neutral Balanced
Requested Category: Tactical Balanced
CIFSC Decision: Deferred

Fund: CI Signature High Income Fund (Class A units)
Currently: Global Neutral Balanced
Requested Category: Tactical Balanced
CIFSC Decision: Deferred

Fund: Renaissance Multi-Asset Global Balanced Income Private Pool Premium Class
Currently: Tactical Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Fund: Renaissance Multi-Asset Global Balanced Private Pool Premium Class
Currently: Tactical Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Denied

Fund: Sun Daily Interest Fund
Currently: Miscellaneous – Income and Real Property
Requested Category: Canadian Money Market
CIFSC Decision: Approved

Fund: Sun Strategic Income
Currently: Miscellaneous – Income and Real Property
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: NexGen Canadian Cash Tax Managed Fund Regular Series 1151
Currently: Miscellaneous – Income and Real Property
Requested Category: Canadian Money Market
CIFSC Decision: Approved

Fund: Scotia Income Advantage Fund – Series A
Currently: Canadian neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Purpose Premium Yield Fund – Series A
Currently: Alternative Strategies
Requested Category: Miscellaneous – Income and Real Property
CIFSC Decision: Approved

Jun

Results of Classification Reviews – Jun 23, 2016

Fund: Lysander-Crusader Equity Income Fund
Currently: Canadian Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Canadian Small/Mid Cap Equity

Fund: (Purpose) Investment Grade Managed Duration Income Fund
Currently: Canadian Fixed Income
Requested Category: Preferred Share Fixed Income
CIFSC Decision: Denied

Fund: Trimark Global Diversified Income Fund Series A
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

May

Results of Classification Reviews – May 26, 2016

Fund: Lysander-Crusader Equity Income Fund
Currently: Canadian Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Deferred

Fund: IA Ecoflex Strategic Equity Income
Currently: Canadian Focused Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Approved

Fund: Russell Mutli-Asset Growth Strategy Class
Currently: Global Equity
Requested Category: Global Equity Balanced
CIFSC Decision: Approved

Fund: IA Ecoflextra GS U.S. Equity (Sarbit)
Currently: U.S. Equity
Requested Category: U.S. Small/Mid Cap Equity
CIFSC Decision: Approved

Fund: (Purpose) Investment Grade Managed Duration Income Fund
Currently: Canadian Fixed Income
Requested Category: Preferred Share Fixed Income
CIFSC Decision: Deferred

Apr

Results of Classification Reviews – Apr 28, 2016

Fund: Dynamic Global Value Fund Series A
Currently: Global Small/Mid Cap Equity
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: Russell Multi-Asset Growth Strategy Series B
Currently: Global Equity
Requested Category: Global Equity Balanced
CIFSC Decision: Approved

Fund: Dynamic Tactical Bond Private Pool Series F
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: Dynamic Premium Bond Private Pool Series F
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Approved

Mar

Results of Classification Reviews – Mar 26, 2016

Fund: RBC North American Value Fund
Currently: North American Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Approved

Fund: Redwood Floating Rate Preferred Fund
Currently: Canadian Dividend & Income Equity
Requested Category: Preferred Share Fixed Income
CIFSC Decision: Approved

Fund: Canoe Global Balanced Fund
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Excel High Income Fund
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Denied

Fund: BMO Asian Growth and Income Fund
Currently: Asia Pacific Equity
Requested Category: Asia Pacific ex-Japan Equity
CIFSC Decision: Approved

Fund: Manulife Canadian Growth and Income Private Trust
Currently: Canadian Equity Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Approved

Fund: Dynamic Premium Bond Private Pool
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Deferred

Fund: Lissom Owners Fund
Currently: Canadian Equity
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: Lissom Owners RRSP Fund
Currently: Miscellaneous – Other
Requested Category: Global Equity Balanced
CIFSC Decision: Approved

Fund: Lissom Owners Opportunities Fund
Currently: Canadian Small/Mid Cap Equity
Requested Category: Global Small/Mid Cap Equity
CIFSC Decision: Approved

Feb

Results of Classification Reviews – Feb 25, 2016

Fund: Scotia Canadian Small Cap Fund – Series A
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Small/Mid Cap Equity
CIFSC Decision: Canadian Small/Mid Cap Equity

Fund: Dynamic Power Small Cap Fund Series A
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Small/Mid Cap Equity
CIFSC Decision: Canadian Small/Mid Cap Equity

Fund: Harvest Canadian income & Growth Fund Series A
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Equity Balanced
CIFSC Decision: Denied

Jan

Results of Classification Reviews – Jan 28, 2016

Fund: Matco Canadian Equity Income Fund
Currently: Canadian Dividend & Income Equity
Requested Category: Canadian Equity
CIFSC Decision: Canadian Dividend & Income Equity

Fund: London Life Smaller Company Fund (Mackenzie)
Currently: Global Small/Mid Cap Equity
Requested Category: North American Equity
CIFSC Decision: Global Small/Mid Cap Equity

Fund: Great-West Life Smaller Company Fund (Mackenzie)
Currently: Global Small/Mid Cap Equity
Requested Category: North American Equity
CIFSC Decision: Global Small/Mid Cap Equity

Fund: CC&L Universe Bond Alpha Plus
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

2015

Dec

Results of Classification Reviews – Dec 17, 2015

Fund: Sprott Enhanced Equity Class
Currently: Global Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Canadian Focused Equity

Fund: London Life Mortgage (Portico)
Currently: Canadian Short Term Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

Fund: Manulife Global Managed Volatility Portfolio
Currently: Global Equity
Requested Category: Tactical Balanced
CIFSC Decision: Tactical Balanced

Fund: SSQ Lazard Global Infrastructure GIF
Currently: Miscellaneous – Other
Requested Category: Global Equity
CIFSC Decision: Global Equity

Fund: Manulife Canadian Monthly Income Fund & Class
Currently: Canadian Equity Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Neutral Balanced

Fund: London Life Growth Equity (Laketon)
Currently: Canadian Focused Equity
Requested Category: Canadian Equity
CIFSC Decision: Canadian Equity

Fund: Quadrus Mid Cap Canada Fund (GWLIM)
Currently: North American Equity
Requested Category: Canadian Focused Small/Mid Cap Equity
CIFSC Decision: Canadian Focused Small/Mid Cap Equity

Fund: LL Harmonized Special Equity
Currently: Global Neutral Balanced
Requested Category: Miscellaneous – Other
CIFSC Decision: Miscellaneous – Other

Fund: Aston Hill Capital Growth Fund
Currently: U.S. Equity
Requested Category: Miscellaneous – Other
CIFSC Decision: Miscellaneous – Other

Nov

Results of Classification Reviews – Nov 26, 2015

Fund: Aston Hill Capital Growth Fund
Currently: U.S. Equity
Requested Category: Miscellaneous – Other
CIFSC Decision: Miscellaneous – Other

Fund: Mackenzie Canadian Money Market Class
Currently: Canadian Synthetic Money Market
Requested Category: Canadian Money Market
CIFSC Decision: Canadian Money Market

Fund: Sentry Growth and Income Fund
Currently: Global Equity Balanced
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Canadian Dividend & Income Equity

Fund: Cambridge High Income Fund
Currently: Global Equity Balanced
Requested Category: Tactical Balanced
CIFSC Decision: Tactical Balanced

Fund: Dynamic Value Fund of Canada
Currently: North American Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Denied

Oct

Results of Classification Reviews – Oct 22, 2015

Fund: National Bank Small Cap Fund
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Small/Mid Cap Equity
CIFSC Decision: Canadian Small/Mid Cap Equity

Fund: Dynamic Canadian Dividend Fund
Currently: Canadian Focused Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Canadian Dividend & Income Equity

Sep

Results of Classification Reviews – Sep 24, 2015

Fund: CI U.S. Income Pool
Currently: U.S. Equity
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Global Fixed Income Balanced

Fund: GWL Balanced Portfolio
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Neutral Balanced

Fund: IA Clarington Strategic Equity Income Fund
Currently: Canadian Focused Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Canadian Dividend & Income Equity

Fund: Investors Canadian Money Market Class
Currently: Canadian Synthetic Money Market
Requested Category: Canadian Money Market
CIFSC Decision: Canadian Money Market

Fund: Manulife Growth Opportunities Fund
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Small/Mid Cap Equity
CIFSC Decision: Canadian Small/Mid Cap Equity

Aug

Results of Classification Reviews – Aug 25, 2015

Fund: Aston Hill U.S. Growth Fund
Currently: Alternative Strategies
Requested Category: U.S. Equity
CIFSC Decision: U.S. Equity

Fund: Desjardins Global Inflation Linked Bond Fund
Currently: Miscellaneous – Income & Real Property
Requested Category: Global Fixed Income
CIFSC Decision: Global Fixed Income

Fund: Dynamic Canadian Dividend Fund
Currently: Canadian Focused Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Denied

Fund: Fidelity Global Intrinsic Value Class
Currently: Global Equity
Requested Category: Global Small/Mid Cap Equity
CIFSC Decision: Global Small/Mid Cap Equity

Fund: First Asset Active Credit ETF
Currently: Global Fixed Income
Requested Category: High Yield Fixed Income
CIFSC Decision: High Yield Fixed Income

Fund: RBC U.S. Monthly Income Fund
Currently: Global Neutral Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Denied

Fund: Russell Global Smaller Companies Pool (formerly known as Russell Smaller Companies Pool)
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Global Small /Mid Cap Equity
CIFSC Decision: Global Small/Mid Cap Equity

Fund: Sun Life MFS Balanced Growth Fund
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Denied

Jul

Results of Classification Reviews – Jul 23, 2015

Fund: AHF Credit Opportunities Fund
Currently: High Yield Fixed Income
Requested Category: Alternative Strategies
CIFSC Decision: Alternative Strategies

Fund: Aston Hill Global Growth & Income Fund
Currently: Alternative Strategies
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Neutral Balanced

Fund: Aston Hill Growth & Income Fund
Currently: Alternative Strategies
Requested Category: Tactical Balanced
CIFSC Decision: Tactical Balanced

Fund: Aston Hill Strategic Yield Fund
Currently: Alternative Strategies
Requested Category: High Yield Fixed Income
CIFSC Decision: High Yield Fixed Income

Fund: Aston Hill Voya Floating Rate Income Fund
Currently: Alternative Strategies
Requested Category: Floating Rate Loan
CIFSC Decision: Floating Rate Loan

Fund: Desjardins SocieTerra Environment Fund
Currently: Canadian Equity
Requested Category: Global Equity
CIFSC Decision: Global Equity

Fund: IA Clarington Tactical Bond Class
Currently: High Yield Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Global Fixed Income

Fund: IA Clarington Tactical Bond Fund
Currently: High Yield Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Global Fixed Income

Jun

Results of Classification Reviews – Jun 25, 2015

Fund: Dynamic Corporate Bond Strategies Class
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

Fund: Dynamic Corporate Bond Strategies Fund
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

Fund: Dynamic Strategic Bond Fund
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

Fund: Front Street Global Opportunities Class
Currently: Canadian Focused Small / Mid Cap Equity
Requested Category: Global Equity
CIFSC Decision: North American Equity

Fund: Front Street U.S. Equity Class
Currently: North American Equity
Requested Category: U.S. Equity
CIFSC Decision: Denied

May

Results of Classification Reviews – May 28, 2015

Fund: IA Clarington Global Opportunities Fund
Currently: Global Small/Mid Cap Equity
Requested Category: Global Equity
CIFSC Decision: Denied

Fund: Yorkville Enhanced Protections Class
Currently: Global Equity
Requested Category: North American Equity
CIFSC Decision: North American Equity

Apr

Results of Classification Reviews – Apr 23, 2015

Fund: IA Clarington Tactical Bond Fund
Currently: High Yield Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Deferred

Fund: Investors US Dividend Registered Fund
Currently: US Equity
Requested Category: Global Equity Balanced
CIFSC Decision: Global Equity Balanced

Fund: Meritage Growth Class Portfolio
Currently: Canadian Neutral Balanced (already in Global Neutral Balanced)
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Neutral Balanced

Mar

Results of Classification Reviews – Mar 26, 2015

Fund: RBC Target 2015 Education Fund
Currently: 2015 Target Date Portfolio
Requested Category: Canadian Money Market
CIFSC Decision: Canadian Money Market

Fund: TD Monthly Income Fund
Currently: Canadian Equity Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Neutral Balanced

Feb

Results of Classification Reviews – Feb 28, 2015

Fund: Addenda Canadian Diversified Income
Currently: Canadian Fixed Income
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Neutral Balanced

Fund: AGF Income Focus Fund
Currently: Global Fixed Income Balanced
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Deferred

Fund: Desjardins Ibrix Canadian Equity Focus Fund
Currently: Canadian Focused Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Canadian Dividend & Income Equity

Fund: Mackenzie Monthly Income Balanced Fund
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Neutral Balanced

Fund: Sun Life Managed Enhanced Income Portfolio
Currently: Global Neutral Balanced
Requested Category: Tactical Balanced
CIFSC Decision: Tactical Balanced

Fund: Sun Life Managed Income Portfolio
Currently: Global Neutral Balanced
Requested Category: Tactical Balanced
CIFSC Decision: Tactical Balanced

Jan

Results of Classification Reviews – Jan 29, 2015

 

Fund: IA Clarington Short-Term Income Class
Currently: Canadian Short Term Fixed Income
Requested Category: Canadian Money Market
CIFSC Decision: Canadian Money Market

Fund: RBC Target 2018 Corporate Bond Index ETF (RQF)
Currently: Canadian Fixed Income
Requested Category: Canadian Short-Term Fixed Income
CIFSC Decision: Canadian Short-Term Fixed Income