Results of Fund Classification Reviews
Select a month to see the results of the Classification Reviews from that meeting:
2010
Dec
Results of Classification Reviews – Dec 16, 2010
| Fund: | Caldwell Meisels Canada Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Canadian Equity |
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| Fund: | Fidelity Dividend Plus Fund |
| Currently: | Canadian Income Trust Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Canadian Dividend & Income Equity |
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| Fund: | GBC Canadian Bond Fund |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Canadian Fixed Income |
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| Fund: | GBC Growth & Income Fund |
| Currently: | Global Equity Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Canadian Equity Balanced |
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| Fund: | GBC North American Growth Fund |
| Currently: | North American Equity |
| Requested Category: | U.S. Equity |
| CIFSC Decision: | U.S. Equity |
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| Fund: | Investors Canadian Equity Income Fund |
| Currently: | Canadian Income Trust Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Canadian Dividend & Income Equity |
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| Fund: | Mac Saxon High Income Fund |
| Currently: | Canadian Income Trust Equity |
| Requested Category: | Canadian Dividend and Income Equity |
| CIFSC Decision: | Canadian Small/Mid Cap Equity |
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| Fund: | ROI Canadian Top 30 Small Cap |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Small/Mid Cap Equity |
| CIFSC Decision: | Canadian Small/Mid Cap Equity |
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| Fund: | ROI High Yield Private Placement |
| Currently: | Miscellaneous – Other |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Miscellaneous – Income & Real Property |
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| Fund: | ROI Private Placement Fund |
| Currently: | Miscellaneous – Other |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Miscellaneous – Income & Real Property |
Nov
Results of Classification Reviews – Nov 25, 2010
| Fund: | Barometer Tact Exchange Traded Pool |
| Currently: | International Equity |
| Requested Category: | Tactical Balanced |
| CIFSC Decision: | Deferred |
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| Fund: | Bissett U.S. Focus Fund |
| Currently: | North American Equity |
| Requested Category: | U.S. Equity |
| CIFSC Decision: | U.S. Equity |
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| Fund: | IA Clarington Canadian Balanced Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Canadian Neutral Balanced |
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| Fund: | IA Clarington Canadian Growth Fund |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Deffered |
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| Fund: | Matrix Monthly Pay Fund |
| Currently: | Canadian Small /Mid Cap Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Canadian Dividend & Income Equity |
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| Fund: | Matrix Tax Deferred Income Fund |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Global Equity Balanced |
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| Fund: | RBC Emerging Markets Bond Fund |
| Currently: | Miscellaneous – Income and Real Property |
| Requested Category: | High Yield Fixed Income |
| CIFSC Decision: | High Yield Fixed Income |
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| Fund: | Sentry Canadian Income Fund |
| Currently: | Canadian Income Trust Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Canadian Dividend & Income Equity |
Oct
Results of Classification Reviews – Oct 28, 2010
| Fund: | AGF Elements Conservative Portfolio MF Series |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Global Neutral Balanced |
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| Fund: | BMO Nesbitt Burns Balanced Portfolio Fund |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Deferred |
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| Fund: | Enhanced Income Fund |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Alternative Strategies |
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| Fund: | MFC Global Canadian Universe Core Plus Fixed Income |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Denied |
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| Fund: | Qwest Energy Canadian Resource Class |
| Currently: | Miscellaneous – Sector Equity |
| Requested Category: | Natural Resources Equity |
| CIFSC Decision: | Natural Resources Equity |
Sep
Results of Classification Reviews – Sept 23, 2010
| Fund: | Cambridge Canadian Asset Allocation Corporate Class |
| Currently: | Canadian Focused Equity |
| Requested Category: | Tactical Balanced |
| CIFSC Decision: | Tactical Balanced |
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| Fund: | Desjardins Completion Investment Fund |
| Currently: | Miscellaneous – Income and Real Property |
| Requested Category: | Miscellaneous – Other |
| CIFSC Decision: | Denied |
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| Fund: | Galileo Small/Mid Cap |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Global Small/Mid Cap Equity |
| CIFSC Decision: | Deffered |
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| Fund: | GBC Canadian Bond Fund |
| Currently: | Miscellaneous – Other |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Deffered |
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| Fund: | GBC Growth and Income Fund |
| Currently: | Global Equity Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Deffered |
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| Fund: | GBC North American Growth Fund Inc. |
| Currently: | North American Equity |
| Requested Category: | U.S. Small/Mid Cap Equity |
| CIFSC Decision: | Deffered |
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| Fund: | NexGen Canadian Diversified Income Registered Fund |
| Currently: | North American Equity |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Canadian Neutral Balanced |
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| Fund: | NexGen Canadian Diversified Income Tax Managed Fund |
| Currently: | North American Equity |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Canadian Neutral Balanced |
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| Fund: | Webb Enhanced Growth Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | North American Equity |
| CIFSC Decision: | North American Equity |
Aug
Results of Classification Reviews – Aug 26, 2010
| Fund: | AGF Aggressive U.S. Growth Fund |
| Currently: | North American Equity |
| Requested Category: | U.S. Small/Mid Cap Equity |
| CIFSC Decision: | U.S. Small/Mid Cap Equity |
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| Fund: | AGF Inflation Plus Bond Fund |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Canadian Inflation Protected Fixed Income |
| CIFSC Decision: | Canadian Inflation Protected Fixed Income |
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| Fund: | Canada Life Flex Managed (Laketon) |
| Currently: | Global Equity Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Denied |
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| Fund: | Desjardins Completion Investments Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Miscellaneous – Income and Real Property |
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| Fund: | Dynamic Strategic Gold Class |
| Currently: | Miscellaneous – Sector Equity |
| Requested Category: | Precious Metals Equity |
| CIFSC Decision: | Miscellaneous – Commodity |
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| Fund: | Excel Chindia Fund |
| Currently: | Miscellaneous – Geographic Equity |
| Requested Category: | Emerging Markets Equity |
| CIFSC Decision: | Denied |
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| Fund: | Excel Emerging Europe Fund |
| Currently: | Miscellaneous – Geographic Equity |
| Requested Category: | Emerging Markets Equity |
| CIFSC Decision: | Denied |
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| Fund: | Excel Latin America Fund |
| Currently: | Miscellaneous – Geographic Equity |
| Requested Category: | Emerging Markets Equity |
| CIFSC Decision: | Denied |
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| Fund: | IA Clarington Tactical Bond Class |
| Currently: | Miscellaneous – Income & Real Property |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Canadian Fixed Income |
Jul
Results of Classification Reviews – Jul 22, 2010
No reclassification requests submitted.
Jun
Results of Classification Reviews – Jun 24, 2010
No reclassification requests submitted.
May
Results of Classification Reviews – May 27, 2010
| Fund: | Acuity Diversified Income Class |
| Currently: | Global Equity |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Global Fixed Income Balanced |
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| Fund: | Acuity Pooled Diversified Income Fund |
| Currently: | Canadian Income Trust Equity |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Global Fixed Income Balanced |
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| Fund: | AIC Preferred Income Fund |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Canadian Dividend & Income Equity |
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| Fund: | Claymore Advantaged High Yield Bond ETF Common Class |
| Currently: | Miscellaneous |
| Requested Category: | High Yield Fixed Income |
| CIFSC Decision: | |
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| Fund: | Claymore Balanced Income CorePortfolio ETF common class |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | |
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| Fund: | Claymore Global Monthly Advantaged Dividend ETF Common Class |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | |
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| Fund: | Crystal Enlightened Resource and Precious Metals Fund (formerly Insignia Fund) |
| Currently: | Alternative Strategies |
| Requested Category: | Precious Metals Equity |
| CIFSC Decision: | Miscellaneous |
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| Fund: | Hillsdale Canadian Core Equity Fund – Class A |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | |
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| Fund: | Manulife Dollar-Cost Averaging Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Money Market |
| CIFSC Decision: | |
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| Fund: | Mercure Municipal-FISQ |
| Currently: | Canadian Money Market |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Denied |
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| Fund: | NexGen Canadian Large Cap Tax Managed Fund |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Canadian Dividend & Income Equity |
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| Fund: | Sprott All Cap Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Focused Small/Mid Cap Equity |
| CIFSC Decision: | Canadian Focused Small/Mid Cap Equity |
Apr
Results of Classification Reviews – Apr 22, 2010
| Fund: | Counsel Fixed Income |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Denied |
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| Fund: | Hillsdale Canadian Core Equity Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Denied |
Mar
Results of Classification Reviews – Mar 25, 2010
| Fund: | Acuity Diversified Income Fund |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Global Fixed Income Balanced |
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| Fund: | Credential EnRich International Equity Pool |
| Currently: | Global Equity |
| Requested Category: | International Equity |
| CIFSC Decision: | International Equity |
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| Fund: | FERIQUE Dividend |
| Currently: | Global Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Canadian Dividend & Income Equity |
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| Fund: | FERIQUE Moderate Balanced |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Canadian Fixed Income Balanced |
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| Fund: | FMOQ Omnibus |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Canadian Neutral Balanced |
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| Fund: | Vertex Managed Value Portfolio |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Global Equity Balanced |
Feb
Results of Classification Reviews – Feb 25, 2010
| Fund: | Acuity Diversified Income Fund |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Denied |
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| Fund: | AIC American Advantage Fund |
| Currently: | Financial Services Equity |
| Requested Category: | U.S. Equity |
| CIFSC Decision: | Denied |
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| Fund: | AIC Global Advantage Fund |
| Currently: | Financial Services Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
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| Fund: | AIC Global Wealth Management |
| Currently: | Financial Services Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
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| Fund: | Credential EnRich Income Pool |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Canadian Fixed Income |
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| Fund: | Ethical Select Canadian Balanced Portfolio |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Canadian Neutral Balanced |
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| Fund: | Ethical Select Canadian Growth Portfolio |
| Currently: | Global Equity Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Canadian Equity Balanced |
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| Fund: | Ethical Select Conservative Portfolio |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Canadian Fixed Income Balanced |
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| Fund: | GWL Mid Cap Canada |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Focused Small/Mid Cap Equity |
| CIFSC Decision: | Denied |
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| Fund: | Hillsdale Canadian Core Equity Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Denied |
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| Fund: | IA Clarington Inhance Balanced SRI Portfolio |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Canadian Neutral Balanced |
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| Fund: | IA Clarington Inhance Conservative SRI Portfolio |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Canadian Fixed Income Balanced |
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| Fund: | IA Clarington Inhance Monthly Income SRI Fund |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Canadian Equity Balanced |
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| Fund: | Manulife Short Term Yield Class |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Money Market |
| CIFSC Decision: | Canadian Money Market |
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| Fund: | Manulife Simplicity Balanced Portfolio |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Global Neutral Balanced |
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| Fund: | Manulife Simplicity Income Portfolio |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Global Neutral Balanced |
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| Fund: | Manulife Yield Opportunities Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Global Fixed Income Balanced |
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| Fund: | Northwest Select Canadian Balanced Portfolio |
| Currently: | Global Neutral Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Canadian Neutral Balanced |
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| Fund: | Northwest Select Canadian Growth Portfolio |
| Currently: | Global Equity Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Canadian Equity Balanced |
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| Fund: | Northwest Select Conservative Portfolio |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Canadian Fixed Income Balanced |
Jan
Results of Classification Reviews – Jan 28, 2010
| Fund: | Acuity Diversified Income Fund |
| Currently: | Canadian Income Trust Equity |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Global Eqiuty Balanced |
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| Fund: | AIC American Advantage Fund |
| Currently: | Financial Services Equity |
| Requested Category: | U.S. Equity |
| CIFSC Decision: | Denied |
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| Fund: | Edgepoint Canadian Portfolio |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Small/Mid Cap Equity |
| CIFSC Decision: | Denied |
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| Fund: | Edgepoint Global Portfolio |
| Currently: | Global Equity |
| Requested Category: | Global Small/Mid Cap Equity |
| CIFSC Decision: | Denied |
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| Fund: | Ethical Select Conservative Portfolio |
| Currently: | 2010 Target Date Portfolio |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
2009
Dec
Results of Classification Reviews – Dec 18, 2009
| Fund: | Manulife Conservative Asset Allocation |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | NxT EQ60 Balanced Fund |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | NxT EQ75 Balanced Growth Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | PH&N Canadian Income Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Approved |
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| Fund: | Sceptre High Income Fund |
| Currently: | Canadian Income Trust Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Approved |
Nov
Results of Classification Reviews – Nov 26, 2009
| Fund: | NxT EQ60 Balanced Fund |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Deffered |
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| Fund: | CC & L Balanced Growth Portfolio |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Canadian Equity Balanced |
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| Fund: | CC & L Balanced Income Portfolio |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Canadian Fixed Income Balanced |
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| Fund: | CC & L Balanced Portfolio |
| Currently: | Global Neutral Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Canadian Neutral Balanced |
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| Fund: | CC & L Growth Portfolio |
| Currently: | Canadian Focused Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Global Equity Balanced |
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| Fund: | Mackenzie Sentinel Income Trust Fund |
| Currently: | Canadian Income Trust Equity |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Canadian Neutral Balanced |
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| Fund: | Manulife Aggressive Asset Allocation |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Canadian Focused Equity |
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| Fund: | Manulife Conservative Asset Allocation |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Deffered |
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| Fund: | Manulife Growth Asset Allocation |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Global Equity Balanced |
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| Fund: | MGS Advantage |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Money Market |
| CIFSC Decision: | Deffered |
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| Fund: | NxT EQ75 Balanced Growth Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Global Equity Balanced |
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| Fund: | RBC DS U.S. Focus Fund |
| Currently: | North American Equity |
| Requested Category: | U.S. Equity |
| CIFSC Decision: | U.S. Equity |
Oct
Results of Classification Reviews – Oct 22, 2009
| Fund: | DFS DGAM Alternative Investments Fund |
| Currently: | Miscelleneous |
| Requested Category: | Alternative Strategies |
| CIFSC Decision: | Miscelleneous |
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| Fund: | Fidelity Canadian Large Cap Fund |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Canadian Focused Equity |
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| Fund: | Northern Rivers Conservative Growth Mutual Fund |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Deferred |
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| Fund: | PH&N Canadian Income Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Canadian Small/Mid Cap Equity |
Sep
Results of Classification Reviews – Sep 24, 2009
| Fund: | Desjardins Fin’l UBS US Large Cap Equity |
| Currently: | Global Equity |
| Requested Category: | U.S. Equity |
| CIFSC Decision: | U.S. Equity |
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| Fund: | IA Clarington Tactical Income Class |
| Currently: | Miscellaneous |
| Requested Category: | Tactical Balanced |
| CIFSC Decision: | Tactical Balanced |
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| Fund: | PH&N Inflation-Linked Bond Fund |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Inflation Protected Fixed Income |
| CIFSC Decision: | Canadian Inflation Protected Fixed Income |
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| Fund: | Sentry Select Canadian Income Fund |
| Currently: | Canadian Income Trust Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Canadian Income Trust Equity |
Aug
Results of Classification Reviews – Aug 27, 2009
| Fund: | AIM American Growth Fund |
| Currently: | U.S. Equity |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Global Neutral Balanced |
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| Fund: | Desjardins Fin’l UBS US Large Cap Equity |
| Currently: | Global Equity |
| Requested Category: | U.S. Equity |
| CIFSC Decision: | Deferred |
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| Fund: | Educators Mortgage and Income fund |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Short Term Fixed Income |
| CIFSC Decision: | Canadian Short Term Fixed Income |
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| Fund: | Fidelity Income Replacement 2017 Portfolio Ser A |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020 Target Date Portfolio |
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| Fund: | Fidelity Income Replacement 2019 Portfolio Ser A |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020 Target Date Portfolio |
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| Fund: | Fidelity Income Replacement 2021 Portfolio Ser A |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
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| Fund: | Fidelity Income Replacement 2025 Portfolio Ser A |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
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| Fund: | Fidelity Income Replacement 2027 Portfolio Ser A |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
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| Fund: | Fidelity Income Replacement 2029 Portfolio Ser A |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
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| Fund: | Fidelity Income Replacement 2031 Portfolio Ser A |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
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| Fund: | Fidelity Income Replacement 2033 Portfolio Ser A |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
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| Fund: | Fidelity Income Replacement 2035 Portfolio Ser A |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
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| Fund: | Fidelity Income Replacement 2037 Portfolio Ser A |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
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| Fund: | Invesco Trimark Retirement Payout 2023 Portfolio |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
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| Fund: | Invesco Trimark Retirement Payout 2028 Portfolio |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
|
|
|
| Fund: | Invesco Trimark Retirement Payout 2033 Portfolio |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
|
|
|
| Fund: | Invesco Trimark Retirement Payout 2038 Portfolio |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
|
|
|
| Fund: | Mackenzie Universal American Growth Class (Hedged & Unhedged) |
| Currently: | North American Equity |
| Requested Category: | U.S. Small/Mid Cap Equity |
| CIFSC Decision: | U.S. Small/Mid Cap Equity |
|
|
|
| Fund: | QFM Global Equity Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Global Equity |
|
|
|
| Fund: | QFM Global Sector Target Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Global Equity |
|
|
|
| Fund: | Van Arbor World Advantage |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Global Equity |
Jul
Results of Classification Reviews – Jul 23, 2009
| Fund: | Franklin Templeton Balanced Income Pooled Pt A |
| Currently: | Global Neutral Balanced |
| Requested Category: | N/A |
| CIFSC Decision: | Alternative Strategies |
|
|
|
| Fund: | Franklin Tmp Capital Preservation Pool Pt A |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | N/A |
| CIFSC Decision: | Alternative Strategies |
|
|
|
| Fund: | Franklin Tmp Domestic Bal Growth Pooled Pt A |
| Currently: | Global Equity Balanced |
| Requested Category: | N/A |
| CIFSC Decision: | Alternative Strategies |
|
|
|
| Fund: | Franklin Tmp Domestic Growth Pool Pt A |
| Currently: | Canadian Focused Equity |
| Requested Category: | N/A |
| CIFSC Decision: | Alternative Strategies |
|
|
|
| Fund: | Franklin Tmp Domestic Max Growth Pooled Pt A |
| Currently: | Canadian Focused Equity |
| Requested Category: | N/A |
| CIFSC Decision: | Alternative Strategies |
|
|
|
| Fund: | Franklin Tmp Global Balanced Growth Pl Pt A |
| Currently: | Global Equity Balanced |
| Requested Category: | N/A |
| CIFSC Decision: | Alternative Strategies |
|
|
|
| Fund: | Franklin Tmp Global Growth Pool Pt A |
| Currently: | Global Equity |
| Requested Category: | N/A |
| CIFSC Decision: | Alternative Strategies |
|
|
|
| Fund: | Franklin Tmp Global Maximum Growth Pool Pt A |
| Currently: | Global Equity |
| Requested Category: | N/A |
| CIFSC Decision: | Alternative Strategies |
|
|
|
| Fund: | Franklin Tmp Intl Balanced Growth Pool Pt A |
| Currently: | Global Equity Balanced |
| Requested Category: | N/A |
| CIFSC Decision: | Alternative Strategies |
|
|
|
| Fund: | Franklin Tmp Intl Growth Pool Pt A |
| Currently: | Global Equity Balanced |
| Requested Category: | N/A |
| CIFSC Decision: | Alternative Strategies |
|
|
|
| Fund: | Franklin Tmp Intl Maximum Growth Pool Pt A |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Equity |
| CIFSC Decision: | Alternative Strategies |
|
|
|
| Fund: | IA Clarington Tactical Income Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Tactical Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Investors Tactical Asset Allocation Fund |
| Currently: | Tactical Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Northwest Growth & Income |
| Currently: | Global Equity Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Denied |
Jun
Results of Classification Reviews – Jun 25, 2009
| Fund: | BMO Nesbitt Burns Growth Portfolio Fund |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Capital International Canadian Core Plus Fixed Income |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Credential Select High Growth Portfolio |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Franklin Templeton International Max Growth Pooled Portfolio |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Investors Tactical Asset Allocation Fund |
| Currently: | Tactical Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Manulife Corporate Bond Fund |
| Currently: | Global Fixed Income |
| Requested Category: | High Yield Fixed Income |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Manulife Mawer Canadian Diversified Investment Fund |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Pathway Canadian Flex Series Fund |
| Currently: | Alternative Strategies |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Pathway Resource Flex A Regular MIN 004 |
| Currently: | Alternative Strategies |
| Requested Category: | Natural Resources Equity |
| CIFSC Decision: | Approved |
May
Results of Classification Reviews – May 28, 2009
| Fund: | Fidelity Canadian Asset Allocation Fund |
| Currently: | Tactical Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Front Street Diversified Income Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Canadian Neutral Balanced |
|
|
|
| Fund: | GBC International Growth Fund |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | International Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | IA Clarington Global Dividend GIF CI A |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Investors Mergers & Acquisitions Fund/Class |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Miscellaneous |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Mackenzie Cundill Emerging Markets |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | Emerging Markets |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | National Bank Dividend Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Pathway 07 |
| Currently: | Alternative Strategies |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Scotia International Value Fund |
| Currently: | Global Equity |
| Requested Category: | International Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Standard Life SI Id FT Quot Bal I P 100 |
| Currently: | Global Fixed Income |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | TD Mortgage Fund |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Short Term Fixed Income |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Trimark Canadian Focus Class |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Van Arbor Canadian Advantage Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Van Arbor World Advantage Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
Apr
Results of Classification Reviews – Apr 23, 2009
No reclassification requests submitted.
Mar
Results of Classification Reviews – March 26, 2009
| Fund: | FMOQ Omnibus |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | QFM Fixed Income Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | QFM Structured Yield Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | QFM Global Equity Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | QFM Global Sector Target Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Russell Diversified Monthly Income Class Port B |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | AGF Aggressive US Growth Fund |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | U.S. Small/Mid Cap Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Scotia Global Climate Change Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Trimark Diversified Income Class |
| Currently: | Global Equity Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Capital International Canadian Core Plus Fixed Income |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Denied |
Feb
Results of Classification Reviews – Feb 26, 2009
| Fund: | Caldwell Institutional Bond Pool |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Caldwell High Income Trust |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Income Trust Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Faircourt Global Income Advantage |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Miscellaneous |
|
|
|
| Fund: | Desjardins Dividend Income Fund |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | FMOQ Omnibus |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | QFM Fixed Income Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | QFM Structured Yield Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | QFM Global Equity Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | QFM Global Sector Target Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Criterion US Buyback Fund |
| Currently: | Miscellaneous |
| Requested Category: | U.S. Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Dynamic Advantage Bond Fund |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
Jan
Results of Classification Reviews – Jan 22, 2009
| Fund: | Titan Money Market Fund |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Canadian Money Market |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Faircourt Global Income Advantage |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Caldwell Institutional Bond Pool |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Caldwell High Income Trust |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Income Trust Equity |
| CIFSC Decision: | Deferred |
2008
Dec
Results of Classification Reviews – Dec 18, 2008
| Fund: | Pathway Canadian Flex Series Fund |
| Currently: | Alternative Strategies |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Pathway Resource Flex Series Fund |
| Currently: | Alternative Strategies |
| Requested Category: | Natural Resources Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | frontierAlt Opportunistic Bond Fund |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Fidelity Canadian Growth Company |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | National Bank Equity Managed Portfolio |
| Currently: | Canadian Focused Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Denied |
Nov
Results of Classification Reviews – Nov 27, 2008
| Fund: | AGF Aggressive Global Stock Fund |
| Currently: | Global Equity |
| Requested Category: | Global Small/Mid Cap Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | BGI CoreActive Bond |
| Currently: | Canadian Fixed Income |
| Requested Category: | Miscellaneous |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | DKAM Financial Services Venture Fund LP |
| Currently: | Alternative Strategies |
| Requested Category: | Financial Services |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Hartford Global High Income Fund |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | IA Clarington Tactical Income |
| Currently: | Canadian Income Trust Equity |
| Requested Category: | Tactical Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Pathway Canadian Flex Series Fund |
| Currently: | Alternative Strategies |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Pathway Resource Flex Series Fund |
| Currently: | Alternative Strategies |
| Requested Category: | Natural Resources Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Redwood Diversified Equity Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Redwood Diversified Income Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Denied |
Oct
Results of Classification Reviews – Oct 23, 2008
| Fund: | AGF Aggressive U.S. Growth Fund |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | U.S. Small/Mid Cap Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | AGF Canadian Large Cap Dividend Fund |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Batirente Actions Mondiales |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Canadian Flex Series Fund |
| Currently: | Alternative Strategies |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Harmony Non-Traditional Pool |
| Currently: | Canadian Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | IA Clarington Canadian Equity Fund |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | IA Clarington Short-Term Income Class |
| Currently: | Canadian Money Market |
| Requested Category: | Canadian Short Term Fixed Income |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | IA Clarington Tactical Income |
| Currently: | Canadian Income Trust Equity |
| Requested Category: | Tactical Balanced |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Redwood Diversified Equity Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Redwood Diversified Income Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Resource Flex Series Fund |
| Currently: | Alternative Strategies |
| Requested Category: | Natural Resources Equity |
| CIFSC Decision: | Deferred |
Sep
Results of Classification Reviews – Sep 25, 2008
| Fund: | Redwood Diversified Equity Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Redwood Diversified Income Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Canada Life Cdn Eq Val (LK) Gens |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
|
|
|
Aug
Results of Classification Reviews – Aug 28, 2008
| Fund: | Redwood Diversified Equity Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Redwood Diversified Income Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Canada Life Cdn Eq Val (LK) Gens |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Exemplar Canadian Focus Portfolio |
| Currently: | Alternative Strategies |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Exemplar Global Opportunities Portfolio |
| Currently: | Alternative Strategies |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | ACM Mortgage Fund One |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | ACM Mortgage Fund Two |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Long Term Fixed Income |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | ACM Debenture Fund One |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Long Term Fixed Income |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Meritage American Equity Portfolio |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | U.S. Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Meritage International Equity Portfolio |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | International Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | SEI Balanced 60/40 Fund |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | SEI Growth 70/30 Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Trimark U.S. Small Companies Class |
| Currently: | North American Equity |
| Requested Category: | U.S. Small/Mid Cap Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Trimark Monthly Income Private Pool |
| Currently: | Global Equity Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Denied |
|
|
|
Jul
Results of Classification Reviews – Jul 31, 2008
| Fund: | ACM Commercial Mortgage |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Short Term Fixed Income |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Batirente Actions Mondiales |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Exemplar Canadian Focus Portfolio |
| Currently: | Alternative Strategies |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Exemplar Global Opportunities Portfolio |
| Currently: | Alternative Strategies |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Investors Canadian Equity Fund |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Investors Canadian Large Cap Value Fund |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Marquest Dividend Growth Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Northern Rivers Conservative Growth Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Northwest Specialty High Yield Bond Fund |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | High Yield Fixed Income |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | RBC Private Canadian Equity Growth and Income Equity Pool |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Approved |
Jun
Results of Classification Reviews – Jun 26, 2008
| Fund: | Batirente Actions Mondiale |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Edenview Investment Partnership |
| Currently: | Miscellaneous |
| Requested Category: | Alternative Strategies |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Northern Rivers Conservative Growth Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | SEI Balanced 60/40 Fund |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | SEI Growth 70/30 Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Sprott Canadian Equity |
| Currently: | Natural Resources Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Denied |
|
|
|
May
Results of Classification Reviews – May 22, 2008
| Fund: | Acuity Alpha Global Portfolio |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Acuity Alpha Social Values Portfolio |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | OCM Energy Total Return Fund |
| Currently: | Alternative Strategies |
| Requested Category: | Natural Resources Equity |
| CIFSC Decision: | Denied |
Apr
Results of Classification Reviews – Apr 24, 2008
| Fund: | Acuity Canadian Equity Class |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Fidelity Monthly Income Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | GBC Growth and Income Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
Mar
Results of Classification Reviews – Mar 27, 2008
| Fund: | Mac Ivy Enterprise Fund |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | North American Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Mackenzie Universal American Growth Class |
| Currently: | North American Equity |
| Requested Category: | U.S. Small Mid Cap Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Manulife Strategic Income Fund |
| Currently: | High Yield Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | National Bank Dividend Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | National Bank Monthly Income Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Saxon Microcap Fund |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | Canadian Small/Mid Cap Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Sentry Select Balanced Fund |
| Currently: | Canadian Focused Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Canadian Equity Balanced |
|
|
|
| Fund: | Sentry Select Diversified Total Return Fund |
| Currently: | Alternative Strategies |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Sprott Canadian Equity Fund |
| Currently: | Natural Resources Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Deferred until receipt of holdings data |
Feb
Reclassification Decisions – Feb 28, 2008
| Fund: | CGOV Balanced Fund |
| Currently: | Canadian Equity Balanced |
| Move to: | Global Equity Balanced |
| Decision: | Denied |
|
|
|
| Fund: | CGOV Cumberland Fund |
| Currently: | Canadian Focused Equity |
| Move to: | Global Equity |
| Decision: | Denied |
|
|
|
| Fund: | Desjardins Global Small Cap Equity Fund |
| Currently: | U.S. Small/Mid Cap Equity |
| Move to: | Global Small/Mid Cap Equity |
| Decision: | Approved |
|
|
|
| Fund: | Dynamic Power Canadian Growth |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Move to: | Canadian Focused Equity |
| Decision: | Approved |
|
|
|
| Fund: | Excel China Fund |
| Currently: | Miscellaneous |
| Move to: | Asia Pacific ex-Japan Equity |
| Decision: | Denied |
|
|
|
| Fund: | Excel Chindia Fund |
| Currently: | Miscellaneous |
| Move to: | Emerging Markets Equity |
| Decision: | Denied |
|
|
|
| Fund: | Excel Emerging Europe Fund |
| Currently: | Miscellaneous |
| Move to: | Emerging Markets Equity |
| Decision: | Denied |
|
|
|
| Fund: | Excel India Fund |
| Currently: | Miscellaneous |
| Move to: | Emerging Markets Equity |
| Decision: | Denied |
|
|
|
| Fund: | FMOQ internationale equity Fund |
| Currently: | International Equity |
| Move to: | Global Equity |
| Decision: | Approved |
|
|
|
| Fund: | FMOQ monthly income Fund |
| Currently: | International Equity |
| Move to: | Canadian Neutral Balanced |
| Decision: | Canadian Equity Balanced |
|
|
|
| Fund: | Mackenzie Universal Global Property Income Fund |
| Currently: | Miscellaneous |
| Move to: | Real Estate Equity |
| Decision: | Approved |
|
|
|
| Fund: | Peer Diversified Mortgage Fund |
| Currently: | Miscellaneous |
| Move to: | High Yield Fixed Income |
| Decision: | Denied |
|
|
|
| Fund: | Scotia Canadian Blue Chip Fund |
| Currently: | Canadian Focused Equity |
| Move to: | Canadian Equity |
| Decision: | Denied |
|
|
|
| Fund: | Scotia Canadian Growth Fund |
| Currently: | Canadian Equity |
| Move to: | Canadian Focused Equity |
| Decision: | Approved |
Jan
Reclassification Decisions – Jan 24, 2008
| Fund: | ACM Commercial Mortgage Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Fixed Income |
| Decision: | Denied |
|
|
|
| Fund: | Batirente Global Equity |
| Currently: | Miscellaneous |
| Move to: | Global Equity |
| Decision: | Approved |
|
|
|
| Fund: | Blumont North American Fund |
| Currently: | Tactical Balanced |
| Move to: | North American Equity |
| Decision: | Approved |
|
|
|
| Fund: | Quadrus London Capital Cdn Diversified Equity |
| Currently: | Canadian Equity |
| Move to: | Canadian Focused Equity |
| Decision: | Approved |
|
|
|
| Fund: | ROI Global Retirement Fund |
| Currently: | Miscellaneous |
| Move to: | Global Neutral Balanced |
| Decision: | Global Equity Balanced |
2007
Dec
Reclassification Decisions – Dec 20, 2007
| Fund: | ACM Commercial Mortgage Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Fixed Income |
| Decision: | Denied |
|
|
|
| Fund: | Astra 110 – series II |
| Currently: | Global Fixed Income Balanced |
| Move to: | Canadian Fixed Income Balanced |
| Decision: | Denied |
|
|
|
| Fund: | ASTRA Global Equity – Howson Tattersall |
| Currently: | Global Small/Mid Cap Equity |
| Move to: | Global Equity |
| Decision: | Denied |
|
|
|
| Fund: | Astra Natcan Bond |
| Currently: | Global Fixed Income |
| Move to: | Canadian Fixed Income |
| Decision: | Approved |
|
|
|
| Fund: | Batirente Canadian Equity – LODH |
| Currently: | Miscellaneous |
| Move to: | Canadian Equity |
| Decision: | Approved |
|
|
|
| Fund: | Batirente Canadian Equity – MBI |
| Currently: | Miscellaneous |
| Move to: | Canadian Equity |
| Decision: | Approved |
|
|
|
| Fund: | Batirente Diversified Patrimonial |
| Currently: | Miscellaneous |
| Move to: | Canadian Neutral Balanced |
| Decision: | Approved |
|
|
|
| Fund: | Batirente Global Equity |
| Currently: | Miscellaneous |
| Move to: | Global Equity |
| Decision: | Denied |
|
|
|
| Fund: | Desjardins Enhanced Bond Fund |
| Currently: | Global Fixed Income |
| Move to: | Canadian Fixed Income |
| Decision: | Approved |
|
|
|
| Fund: | Fidelity International Value Fund |
| Currently: | Global Equity |
| Move to: | International Equity |
| Decision: | Approved |
|
|
|
| Fund: | Halcyon Hirsch Opportunistic Tactical Allocation Fund |
| Currently: | Tactical Balanced |
| Move to: | North American Equity |
| Decision: | Deferred |
|
|
|
| Fund: | Leith Wheeler Income Trust Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Move to: | Canadian Income Trust Equity |
| Decision: | Approved |
|
|
|
| Fund: | MDPIM Canadian Equity Pool |
| Currently: | Canadian Dividend & Income Equity |
| Move to: | Canadian Equity |
| Decision: | Approved |
|
|
|
| Fund: | SEI Canadian Equity Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Move to: | Canadian Equity |
| Decision: | Approved |
Nov
Reclassification Decisions – Nov 22, 2007
| Fund: | ACM Commercial Mortgage Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Fixed Income |
| Decision: | Denied |
|
|
|
| Fund: | Allegro Moderate Portfolio |
| Currently: | Global Equity Balanced |
| Move to: | Global Neutral Balanced |
| Decision: | Denied |
|
|
|
| Fund: | Alto Moderate Portfolio |
| Currently: | Global Equity Balanced |
| Move to: | Global Neutral Balanced |
| Decision: | Denied |
|
|
|
| Fund: | Claymore S&P Global Water ETF |
| Currently: | Canadian Fixed Income |
| Move to: | Global Equity |
| Decision: | Miscellaneous |
|
|
|
| Fund: | ESI Managed Portfolio |
| Currently: | Miscellaneous |
| Move to: | Canadian Neutral Balanced |
| Decision: | Alternative Strategies |
|
|
|
| Fund: | Excel China Fund |
| Currently: | Miscellaneous |
| Move to: | Asia Pacific ex-Japan Equity |
| Decision: | Denied |
|
|
|
| Fund: | Excel Chindia Fund |
| Currently: | Miscellaneous |
| Move to: | Asia Pacific Equity |
| Decision: | Denied |
|
|
|
| Fund: | Excel India Fund |
| Currently: | Miscellaneous |
| Move to: | Asia Pacific Equity |
| Decision: | Denied |
|
|
|
| Fund: | Fonds de Croissance Select |
| Currently: | Miscellaneous |
| Move to: | U.S. Equity |
| Decision: | North American Equity |
|
|
|
| Fund: | frontierAlt All Terrain Bond Fund |
| Currently: | Global Fixed Income |
| Move to: | Canadian Fixed Income |
| Decision: | Denied |
|
|
|
| Fund: | Investors Canadian High Yield Income Fund |
| Currently: | Canadian Fixed Income Balanced |
| Move to: | High Yield Fixed Income |
| Decision: | Approved |
|
|
|
| Fund: | Investors Growth Plus Portfolio |
| Currently: | Global Equity Balanced |
| Move to: | Global Neutral Balanced |
| Decision: | Denied |
|
|
|
| Fund: | Marquest Balanced Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Equity Balanced |
| Decision: | Canadian Focused Equity |
|
|
|
| Fund: | Marquest Bridge Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Focused Small/Mid Cap Equity |
| Decision: | Denied |
|
|
|
| Fund: | Marquest Canadian Equity Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Equity |
| Decision: | Approved |
|
|
|
| Fund: | Marquest Canadian Equity Growth Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Small/Mid Cap Equity |
| Decision: | Canadian Equity |
|
|
|
| Fund: | Marquest Canadian Equity Large Cap Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Equity |
| Decision: | Approved |
|
|
|
| Fund: | Marquest Dividend Income Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Dividend & Income Equity |
| Decision: | Approved |
|
|
|
| Fund: | Marquest Resource Fund |
| Currently: | Miscellaneous |
| Move to: | Natural Resources Equity |
| Decision: | Approved |
|
|
|
| Fund: | Northwest Specialty Innovations |
| Currently: | Canadian Small/Mid Cap Equity |
| Move to: | Science & Technology Equity |
| Decision: | Approved |
|
|
|
| Fund: | RBC Canadian Diversified Income Trust Fund |
| Currently: | Canadian Equity Balanced |
| Move to: | Canadian Income Trust Equity |
| Decision: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | RBC Life A |
| Currently: | Miscellaneous |
| Move to: | Canadian Equity |
| Decision: | Approved |
|
|
|
| Fund: | RBC Life B |
| Currently: | Miscellaneous |
| Move to: | Canadian Fixed Income |
| Decision: | Approved |
|
|
|
| Fund: | RBC Life Balanced Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Equity Balanced |
| Decision: | Canadian Neutral Balanced |
|
|
|
| Fund: | RBC Life Bond |
| Currently: | Miscellaneous |
| Move to: | Canadian Fixed Income |
| Decision: | Approved |
|
|
|
| Fund: | RBC Life Equity Growth |
| Currently: | Miscellaneous |
| Move to: | Canadian Equity |
| Decision: | Approved |
|
|
|
| Fund: | Renaissance Millenium High Income |
| Currently: | Canadian Small/Mid Cap Equity |
| Move to: | Canadian Dividend & Income Equity |
| Decision: | Denied |
|
|
|
| Fund: | Standard Life Balanced Fund |
| Currently: | Canadian Neutral Balanced |
| Move to: | Canadian Equity Balanced |
| Decision: | Denied |
Oct
Reclassification Decisions – Oct 25, 2007
| Fund: | Astra 110 – series II |
| Currently: | Global Fixed Income Balanced |
| Move to: | Canadian Fixed Income Balanced |
| Decision: | Denied |
|
|
|
| Fund: | Astra Global Equity – Howson Tattersall |
| Currently: | Global Small/Mid Cap Equity |
| Move to: | Global Equity |
| Decision: | Denied |
|
|
|
| Fund: | Astra Natcan Bond |
| Currently: | Global Fixed Income |
| Move to: | Canadian Fixed Income |
| Decision: | Denied |
|
|
|
| Fund: | GFM Emerging Markets Country Rund |
| Currently: | Miscellaneous |
| Move to: | Emerging Markets Equity |
| Decision: | Approved |
|
|
|
| Fund: | Marquest Balanced |
| Currently: | Miscellaneous |
| Move to: | Canadian Equity Balanced |
| Decision: | Deferred pending receipt of holdings data |
|
|
|
| Fund: | Marquest Bridge Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Focused Small/Mid Cap Equity |
| Decision: | Deferred pending receipt of holdings data |
|
|
|
| Fund: | Marquest Canadian Equity Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Equity |
| Decision: | Deferred pending receipt of holdings data |
|
|
|
| Fund: | Marquest Canadian Equity Growth Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Small/Mid Cap Equity |
| Decision: | Deferred pending receipt of holdings data |
|
|
|
| Fund: | Marquest Canadian Equity Large Cap Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Equity |
| Decision: | Deferred pending receipt of holdings data |
|
|
|
| Fund: | Marquest Dividend Income Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Dividend & Income Equity |
| Decision: | Deferred pending receipt of holdings data |
|
|
|
| Fund: | Marquest Resource Fund |
| Currently: | Miscellaneous |
| Move to: | Natural Resources Equity |
| Decision: | Deferred pending receipt of holdings data |
|
|
|
| Fund: | Radiant Conservative Portfolio |
| Currently: | Global Fixed Income Balanced |
| Move to: | Canadian Fixed Income Balanced |
| Decision: | Denied |
|
|
|
| Fund: | ROI Global Retirement Fund |
| Currently: | Miscellaneous |
| Move to: | Global Equity Balanced |
| Decision: | Deferred pending receipt of holdings data |
Sep
Reclassification Decisions – Sep 27, 2007
| Fund: | Acuity Pooled Conservative Asset Allocation |
| Currently: | Tactical Balanced |
| Move to: | Canadian Neutral Balanced |
| Decision: | Approved |
|
|
|
| Fund: | Batirente Canadian Equity -LODH |
| Currently: | Miscellaneous |
| Move to: | Canadian Equity |
| Decision: | Denied |
|
|
|
| Fund: | Batirente Canadian Equity -MBI |
| Currently: | Miscellaneous |
| Move to: | Canadian Equity |
| Decision: | Denied |
|
|
|
| Fund: | Batirente Diversified Patrimonial |
| Currently: | Miscellaneous |
| Move to: | Canadian Fixed Income Balanced |
| Decision: | Denied |
|
|
|
| Fund: | Batirente Global Equity Fund |
| Currently: | Miscellaneous |
| Move to: | Global Equity |
| Decision: | Denied |
|
|
|
| Fund: | Caldwell Balanced Fund |
| Currently: | Global Equity Balanced |
| Move to: | Canadian Equity Balanced |
| Decision: | Denied |
|
|
|
| Fund: | Caldwell Canada Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Move to: | Canadian Equity |
| Decision: | Denied |
|
|
|
| Fund: | Caldwell Exchange Fund |
| Currently: | Miscellaneous |
| Move to: | Global Equity |
| Decision: | Denied |
|
|
|
| Fund: | Fidelity International Value Fund |
| Currently: | Global Equity |
| Move to: | International Equity |
| Decision: | Denied |
|
|
|
| Fund: | Fidelity Northstar Fund |
| Currently: | Global Small/Mid Cap Equity |
| Move to: | Global Equity |
| Decision: | Approved |
|
|
|
| Fund: | FMOQ International Equity |
| Currently: | International Equity |
| Move to: | Global Equity |
| Decision: | Denied |
|
|
|
| Fund: | Great West Life Mortgage Inestment Fund |
| Currently: | Canadian Short Term Fixed Income |
| Move to: | Canadian Fixed Income |
| Decision: | Approved |
|
|
|
| Fund: | imaxx Canadian Bond Fund |
| Currently: | Global Fixed Income |
| Move to: | Canadian Fixed Income |
| Decision: | Deferred |
|
|
|
| Fund: | imaxx Canadian Equity Growth Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Move to: | Canadian Equity |
| Decision: | Denied |
|
|
|
| Fund: | Lakeview Disciplined Leadership High Income |
| Currently: | Canadian Small/Mid Cap Equity |
| Move to: | Canadian Income Trust Equity |
| Decision: | Denied |
|
|
|
| Fund: | Mackenzie Sentinel Corporate Bond |
| Currently: | Global Fixed Income Balanced |
| Move to: | High Yield Fixed Income |
| Decision: | Approved |
|
|
|
| Fund: | Manulife Canadian Equity Fund |
| Currently: | Canadian Equity |
| Move to: | Canadian Focused Equity |
| Decision: | Denied |
|
|
|
| Fund: | Manulife Growth and Income Fund |
| Currently: | Global Equity Balanced |
| Move to: | Canadian Equity Balanced |
| Decision: | Denied |
|
|
|
| Fund: | MD Bond Fund |
| Currently: | Global Fixed Income |
| Move to: | Canadian Fixed Income |
| Decision: | Approved |
|
|
|
| Fund: | NexGen Canadian Cash Tax Managed Fund |
| Currently: | Canadian Money Market |
| Move to: | Alternative Strategies |
| Decision: | Approved |
|
|
|
| Fund: | NexGen Canadian Growth Tax Managed Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Move to: | Canadian Equity |
| Decision: | Denied |
|
|
|
| Fund: | NexGen North American Growth Tax Managed Fund |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Move to: | North American Equity |
| Decision: | Denied |
|
|
|
| Fund: | NexGen North American Large Cap Tax Managed Fund |
| Currently: | Canadian Focused Equity |
| Move to: | North American Equity |
| Decision: | Denied |
|
|
|
| Fund: | NexGen North American Small/Mid Cap Tax Managed Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Move to: | North American Equity |
| Decision: | Denied |
|
|
|
| Fund: | Norrep Q Class |
| Currently: | Canadian Small/Mid Cap Equity |
| Move to: | Canadian Equity |
| Decision: | Approved |
|
|
|
| Fund: | RBC Global Corporate Bond |
| Currently: | High Yield Fixed Income |
| Move to: | Global Fixed Income |
| Decision: | Denied |
|
|
|
| Fund: | RBC Select Growth Portfolio |
| Currently: | Global Neutral Balanced |
| Move to: | Global Equity Balanced |
| Decision: | Approved |
Aug
Reclassification Decisions – Aug 23, 2007
| Fund: | AGF Aggressive Growth Fund |
| Currently: | Global Small/Mid Cap Equity |
| Move to: | U.S. Small/Mid Cap Equity |
| Decision: | Denied |
|
|
|
| Fund: | AGF Canadian Conservative Income Fund |
| Currently: | Canadian Fixed Income Balanced |
| Move to: | Canadian Short Term Fixed Income |
| Decision: | Denied |
|
|
|
| Fund: | AGF Monthly High Income Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Move to: | Canadian Dividend & Income Equity |
| Decision: | Denied |
|
|
|
| Fund: | AIC Dividend Income Fund |
| Currently: | Canadian Focused Equity |
| Move to: | Canadian Equity |
| Decision: | Denied |
|
|
|
| Fund: | Desjardins Alternative Investments Fund |
| Currently: | Canadian Equity Balanced |
| Move to: | Alternative Strategies |
| Decision: | Denied |
|
|
|
| Fund: | Desjardins NW Specialty Global High Yield Bond Fund |
| Currently: | Global Fixed Income Balanced |
| Move to: | High Yield Fixed Income |
| Decision: | Approved |
|
|
|
| Fund: | Dynamic Advantage Bond Fund |
| Currently: | Global Fixed Income |
| Move to: | Canadian Fixed Income |
| Decision: | Deferred |
|
|
|
| Fund: | Dynamic American Value Fund |
| Currently: | North American Equity |
| Move to: | U.S. Equity |
| Decision: | Approved |
|
|
|
| Fund: | Dynamic Dividend Fund |
| Currently: | Canadian Focused Equity |
| Move to: | Canadian Dividend & Income Equity |
| Decision: | Denied |
|
|
|
| Fund: | Dynamic Focus+ Equity Fund |
| Currently: | Canadian Focused Equity |
| Move to: | Global Equity |
| Decision: | Denied |
|
|
|
| Fund: | Dynamic Focus+ Small Business Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Move to: | Canadian Income Trust Equity |
| Decision: | Denied |
|
|
|
| Fund: | Dynamic Global Discovery Fund |
| Currently: | Global Small/Mid Cap Equity |
| Move to: | Global Equity |
| Decision: | Denied |
|
|
|
| Fund: | Dynamic Global Value Class |
| Currently: | Global Small/Mid Cap Equity |
| Move to: | Global Equity |
| Decision: | Deferred |
|
|
|
| Fund: | Dynamic Income Opportunities Fund |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Move to: | Alternative Strategies |
| Decision: | Approved |
|
|
|
| Fund: | Dynamic Power Canadian Growth Fund |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Move to: | Canadian Focused Equity |
| Decision: | Denied |
|
|
|
| Fund: | Dynamic Power Guaranteed American Growth Fund |
| Currently: | North American Equity |
| Move to: | U.S. Equity |
| Decision: | Approved |
|
|
|
| Fund: | Dynamic Power Small Cap Fund |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Move to: | Canadian Small/Mid Cap Equity |
| Decision: | Denied |
|
|
|
| Fund: | GBC Canadian Bond Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Fixed Income |
| Decision: | Denied |
|
|
|
| Fund: | GBC Growth and Income Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Neutral Balanced |
| Decision: | Denied |
|
|
|
| Fund: | GGOF Canadian Diversified Monthly Income Fund |
| Currently: | Canadian Equity Balanced |
| Move to: | Canadian Neutral Balanced |
| Decision: | Approved |
|
|
|
| Fund: | GGOF Floating Rate Income Fund |
| Currently: | Miscellaneous |
| Move to: | High Yield Fixed Income |
| Decision: | Denied |
|
|
|
| Fund: | GGOF Monthly Dividend Fund Ltd. |
| Currently: | Canadian Small/Mid Cap Equity |
| Move to: | Canadian Neutral Balanced |
| Decision: | Approved |
|
|
|
| Fund: | GGOF Small Cap Growth and Income Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Move to: | Canadian Income Trust Equity |
| Decision: | Denied |
|
|
|
| Fund: | GGOF U.S Diversified Monthly Income Fund |
| Currently: | Global Equity Balanced |
| Move to: | Global Neutral Balanced |
| Decision: | Approved |
|
|
|
| Fund: | Harmony Balanced Growth Portfolio |
| Currently: | Canadian Neutral Balanced |
| Move to: | Global Neutral Balanced |
| Decision: | Approved |
|
|
|
| Fund: | Mac Universal North American Growth Cl Sr A |
| Currently: | Canadian Focused Equity |
| Move to: | North American Equity |
| Decision: | Denied |
|
|
|
| Fund: | Marquest Balanced Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Equity Balanced |
| Decision: | Denied |
|
|
|
| Fund: | Marquest Bridge Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Small/Mid Cap Equity |
| Decision: | Denied |
|
|
|
| Fund: | Marquest Canadian Equity Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Equity |
| Decision: | Denied |
|
|
|
| Fund: | Marquest Canadian Equity Growth Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Small/Mid Cap Equity |
| Decision: | Denied |
|
|
|
| Fund: | Marquest Canadian Equity Large Cap Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Equity |
| Decision: | Denied |
|
|
|
| Fund: | Marquest Dividend Income Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Dividend & Income Equity |
| Decision: | Denied |
|
|
|
| Fund: | Marquest Resource Fund |
| Currently: | Miscellaneous |
| Move to: | Natural Resources Equity |
| Decision: | Denied |
|
|
|
| Fund: | Mavrix Canadian Income Trust Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Move to: | Canadian Dividend & Income Equity |
| Decision: | Denied |
|
|
|
| Fund: | Mavrix Dividend and Income Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Move to: | Canadian Dividend & Income Equity |
| Decision: | Denied |
|
|
|
| Fund: | Mavrix Multi Series Fund Ltd.- Explorer Series |
| Currently: | Precious Metals Equity |
| Move to: | Natural Resources Equity |
| Decision: | Approved |
|
|
|
| Fund: | Mavrix Multi Series Fund Ltd.- Global Enterprise Series |
| Currently: | Global Equity |
| Move to: | North American Equity |
| Decision: | Approved |
|
|
|
| Fund: | Mavrix Sierra Equity Fund |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Move to: | Canadian Focused Equity |
| Decision: | Denied |
|
|
|
| Fund: | Norrep Income Growth Class |
| Currently: | Canadian Small/Mid Cap Equity |
| Move to: | Canadian Income Trust Equity |
| Decision: | Approved |
|
|
|
| Fund: | Norrep Q |
| Currently: | Canadian Small/Mid Cap Equity |
| Move to: | Canadian Equity |
| Decision: | Denied |
|
|
|
| Fund: | North Growth Canadian Equity Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Small/Mid Cap Equity |
| Decision: | Approved |
|
|
|
| Fund: | North Growth US Equity Fund |
| Currently: | Miscellaneous |
| Move to: | U.S. Equity |
| Decision: | Approved |
|
|
|
| Fund: | Northwest Specialty Innovations Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Move to: | Science & Technology Equity |
| Decision: | Deferred |
|
|
|
| Fund: | Putnam Canadian Equity Growth |
| Currently: | Canadian Equity |
| Move to: | Canadian Small/Mid Cap Equity |
| Decision: | Approved |
|
|
|
| Fund: | RBC Select Growth Portfolio |
| Currently: | Global Neutral Balanced |
| Move to: | Global Equity Balanced |
| Decision: | Approved |
|
|
|
| Fund: | Sentry Select Diversified Total Return |
| Currently: | Canadian Focused Equity |
| Move to: | Alternative Strategies |
| Decision: | Approved |
|
|
|
| Fund: | Sentry Select Small Cap Income Fund |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Move to: | Canadian Income Trust Equity |
| Decision: | Denied |
|
|
|
| Fund: | TD Entertainment and Communication Fund |
| Currently: | Global Equity |
| Move to: | Science & Technology Equity |
| Decision: | Deferred |
|
|
|
| Fund: | Trimark Advantage Bond Fund |
| Currently: | Global Fixed Income Balanced |
| Move to: | High Yield Fixed Income |
| Decision: | Approved |
|
|
|
| Fund: | Trimark Canadian Focus Class |
| Currently: | Canadian Focused Equity |
| Move to: | Canadian Equity |
| Decision: | Approved |
|
|
|
| Fund: | Trimark North American Endeavour |
| Currently: | Global Equity |
| Move to: | North American Equity |
| Decision: | Approved |
|
|
|
| Fund: | Trimark U.S. Small Companies Class |
| Currently: | North American Equity |
| Move to: | U.S. Small/Mid Cap Equity |
| Decision: | Approved |
|
|
|
| Fund: | Van Arbor Canadian Advantage Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Equity |
| Decision: | Denied |
|
|
|
| Fund: | Van Arbor Euro Advantage Fund |
| Currently: | Miscellaneous |
| Move to: | European Equity |
| Decision: | Denied |
|
|
|
| Fund: | Van Arbor US Advantage Fund |
| Currently: | Miscellaneous |
| Move to: | U.S. Equity |
| Decision: | Denied |
Jul
Reclassification Decisions – July 31, 2007
No reclassification requests due to annual review of categories.
Jun
Reclassification Decisions – June 28, 2007
No reclassification requests submitted.
May
Reclassification Decisions – May 31, 2007
| Fund: | Sentry Select Diversified Total Return |
| Currently: | Canadian Income Trusts |
| Move to: | Alternative Strategies |
| Decision: | Approved |
|
|
|
| Fund: | iShares CDN Composite Index Fund |
| Currently: | Canadian Dividend and Equity Income |
| Move to: | Canadian Equity (Pure) |
| Decision: | Approved |
|
|
|
| Fund: | iShares CDN LargeCap 60 Index Fund |
| Currently: | Canadian Dividend and Equity Income |
| Move to: | Canadian Equity (Pure) |
| Decision: | Approved |
|
|
|
Apr
Reclassification Decisions – Apr 26, 2007
| Fund: | Millennia III Global High Income Fund |
| Currently: | International Equity |
| Move to: | Specialty and Miscellaneous |
| Decision: | Approved |
|
|
|
| Fund: | Capital International – Growth & Income |
| Currently: | Canadian Equity |
| Move to: | Canadian Focus Equity |
| Decision: | Approved |
|
|
|
| Fund: | Franklin Templeton Global Growth Portfolio |
| Currently: | Global Balanced |
| Move to: | Global Equity |
| Decision: | Approved |
|
|
|
| Fund: | BonaVista Global Balanced Fund |
| Currently: | Global Balanced |
| Move to: | Canadian Balanced – Equity Focus |
| Decision: | Approved |
|
|
|
| Fund: | Quadrus Fixed Income Corp Class |
| Currently: | Canadian Balanced |
| Move to: | Canadian Bond |
| Decision: | Approved |
|
|
|
| Fund: | Dynamic American Value Fund |
| Currently: | North American Equity |
| Move to: | U.S. Equity |
| Decision: | Denied |
|
|
|
| Fund: | Transamerica Imaxx Canadian Fixed Pay Fund |
| Currently: | Canadian Balanced – Equity Focus |
| Move to: | Canadian Income Balanced |
| Decision: | Denied |
Mar
Reclassification Decisions – Mar 22, 2007
| Fund: | Dynamic Dividend Income Fund |
| Currently: | Canadian Dividend and Equity Income |
| Move to: | Canadian Income Balanced |
| Decision: | Approved |
|
|
|
| Fund: | Franklin Templeton Balanced Income Portfolio |
| Currently: | Global Balanced |
| Move to: | Canadian Balanced |
| Decision: | Approved |
|
|
|
| Fund: | Great-West Life Canadian Equity Investment (G) (DSC & NL) |
| Currently: | Canadian Equity |
| Move to: | Canadian Equity (Pure) |
| Decision: | Approved |
|
|
|
| Fund: | Millennia III Franklin Templeton Quotential Diversified Income Portfolio |
| Currently: | Canadian Balanced |
| Move to: | Canadian Income Balanced |
| Decision: | Approved |
|
|
|
| Fund: | Quadrus Fixed Income Corporate Class |
| Currently: | Canadian Balanced |
| Move to: | Canadian Bond |
| Decision: | Deferred |
Feb
Reclassification Decisions – Feb 22, 2007
| Fund: | CI Harbour Growth & Income Fund |
| Currently: | Canadian Equity |
| Move to: | Canadian Balanced – Equity Focus |
| Decision: | Approved |
|
|
|
| Fund: | Ethical Growth Fund |
| Currently: | Canadian Dividend and Equity Income |
| Move to: | Canadian Equity |
| Decision: | Approved |
|
|
|
| Fund: | Great-West Life Canadian Equity Investment (G) (DSC & NL) |
| Currently: | Canadian Dividend and Equity Income |
| Move to: | Canadian Equity |
| Decision: | Approved |
|
|
|
| Fund: | Great-West Life Dividend Fund (G) (DSC & NL) |
| Currently: | Canadian Equity |
| Move to: | Canadian Dividend and Equity Income |
| Decision: | Approved |
|
|
|
| Fund: | iShares CDN Short Bond Index Fund |
| Currently: | Canadian Bond |
| Move to: | Canadian Short Term Bond and Mortgage |
| Decision: | Denied |
|
|
|
| Fund: | London Life Canadian Equity Fund (LC) |
| Currently: | Canadian Dividend and Equity Income |
| Move to: | Canadian Equity |
| Decision: | Approved |
|
|
|
| Fund: | Mackenzie Sentinel Short-Term Income Fund |
| Currently: | High Yield Bond |
| Move to: | Canadian Short Term Bond and Mortgage |
| Decision: | Approved (Fund is to lose history prior to November 24, 2006) |
|
|
|
| Fund: | MIX World Investment Class |
| Currently: | Global Equity |
| Move to: | International Equity |
| Decision: | Approved |
|
|
|
| Fund: | Quadrus US Growth Sectors Fund (L) |
| Currently: | Science & Technology |
| Move to: | U.S. Equity |
| Decision: | Approved |
|
|
|
| Fund: | Standard Life Aggressive Portrait Portfolio |
| Currently: | Global Balanced – Equity Focus |
| Move to: | Canadian Balanced – Equity Focus |
| Decision: | Denied |
|
|
|
| Fund: | TD North American Dividend Fund |
| Currently: | U.S. Equity |
| Move to: | North American Equity |
| Decision: | Approved (Fund is to lose history prior to December 8, 2006) |
Jan
Reclassification Decisions – Jan 25, 2007
| Fund: | Elliott & Page Global Dividend Fund |
| Currently: | Global Balanced |
| Move to: | Global Equity |
| Decision: | Approved |
|
|
|
| Fund: | Investors Greater China Fund Series A, B, and C |
| Currently: | Asia/Pacific Rim Equity |
| Move to: | Asia ex-Japan Equity |
| Decision: | Approved |
|
|
|
| Fund: | London Life Dividend (LC) |
| Currently: | Canadian Equity (Pure) |
| Move to: | Canadian Dividend and Equity Income |
| Decision: | Approved |
|
|
|
| Fund: | Standard Life Canadian Equity Fund |
| Currently: | Canadian Dividend and Equity Income |
| Move to: | Canadian Equity |
| Decision: | Deferred |
|
|
|
| Fund: | Standard Life Canadian Equity Focus Fund |
| Currently: | Canadian Dividend and Equity Income |
| Move to: | Canadian Equity (Pure) |
| Decision: | Deferred |
|
|
|
| Fund: | Standard Life Canadian Small Cap Fund Series F |
| Currently: | Canadian Equity (Pure) |
| Move to: | Canadian Small Cap Equity |
| Decision: | Approved |
|
|
|
| Fund: | Standard Life Conservative Portrait Portfolio Series E and L |
| Currently: | Canadian Balanced |
| Move to: | Canadian Balanced – Fixed Income Focus |
| Decision: | Approved |
|
|
|
| Fund: | Standard Life Growth Portrait Portfolio Series E and L |
| Currently: | Canadian Balanced |
| Move to: | Global Balanced |
| Decision: | Approved |
