Reclassification Results

Results of New Fund Reviews

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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

Fund: NxT EQ60 Balanced Fund
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: NxT EQ75 Balanced Growth Fund
Currently: Canadian Equity Balanced
Requested Category: Global Equity Balanced
CIFSC Decision: Approved

Fund: PH&N Canadian Income Fund
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Approved

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

Fund: CC & L Balanced Growth Portfolio
Currently: Canadian Focused Equity
Requested Category: Canadian Equity Balanced
CIFSC Decision: Canadian Equity Balanced

Fund: CC & L Balanced Income Portfolio
Currently: Canadian Equity Balanced
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Canadian Fixed Income Balanced

Fund: CC & L Balanced Portfolio
Currently: Global Neutral Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Neutral Balanced

Fund: CC & L Growth Portfolio
Currently: Canadian Focused Equity
Requested Category: Global Equity Balanced
CIFSC Decision: Global Equity Balanced

Fund: Mackenzie Sentinel Income Trust Fund
Currently: Canadian Income Trust Equity
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Neutral Balanced

Fund: Manulife Aggressive Asset Allocation
Currently: Miscellaneous
Requested Category: Canadian Focused Equity
CIFSC Decision: Canadian Focused Equity

Fund: Manulife Conservative Asset Allocation
Currently: Miscellaneous
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Deffered

Fund: Manulife Growth Asset Allocation
Currently: Canadian Equity Balanced
Requested Category: Global Equity Balanced
CIFSC Decision: Global Equity Balanced

Fund: MGS Advantage
Currently: Miscellaneous
Requested Category: Canadian Money Market
CIFSC Decision: Deffered

Fund: NxT EQ75 Balanced Growth Fund
Currently: Canadian Equity Balanced
Requested Category: Global Equity Balanced
CIFSC Decision: Global Equity Balanced

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

Fund: Fidelity Canadian Large Cap Fund
Currently: Canadian Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Canadian Focused Equity

Fund: Northern Rivers Conservative Growth Mutual Fund
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Deferred

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

Fund: IA Clarington Tactical Income Class
Currently: Miscellaneous
Requested Category: Tactical Balanced
CIFSC Decision: Tactical Balanced

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

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

Fund: Desjardins Fin’l UBS US Large Cap Equity
Currently: Global Equity
Requested Category: U.S. Equity
CIFSC Decision: Deferred

Fund: Educators Mortgage and Income fund
Currently: Canadian Fixed Income
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Canadian Short Term Fixed Income

Fund: Fidelity Income Replacement 2017 Portfolio Ser A
Currently: Miscellaneous
Requested Category: N/A
CIFSC Decision: 2020 Target Date Portfolio

Fund: Fidelity Income Replacement 2019 Portfolio Ser A
Currently: Miscellaneous
Requested Category: N/A
CIFSC Decision: 2020 Target Date Portfolio

Fund: Fidelity Income Replacement 2021 Portfolio Ser A
Currently: Miscellaneous
Requested Category: N/A
CIFSC Decision: 2020+ Target Date Portfolio

Fund: Fidelity Income Replacement 2025 Portfolio Ser A
Currently: Miscellaneous
Requested Category: N/A
CIFSC Decision: 2020+ Target Date Portfolio

Fund: Fidelity Income Replacement 2027 Portfolio Ser A
Currently: Miscellaneous
Requested Category: N/A
CIFSC Decision: 2020+ Target Date Portfolio

Fund: Fidelity Income Replacement 2029 Portfolio Ser A
Currently: Miscellaneous
Requested Category: N/A
CIFSC Decision: 2020+ Target Date Portfolio

Fund: Fidelity Income Replacement 2031 Portfolio Ser A
Currently: Miscellaneous
Requested Category: N/A
CIFSC Decision: 2020+ Target Date Portfolio

Fund: Fidelity Income Replacement 2033 Portfolio Ser A
Currently: Miscellaneous
Requested Category: N/A
CIFSC Decision: 2020+ Target Date Portfolio

Fund: Fidelity Income Replacement 2035 Portfolio Ser A
Currently: Miscellaneous
Requested Category: N/A
CIFSC Decision: 2020+ Target Date Portfolio

Fund: Fidelity Income Replacement 2037 Portfolio Ser A
Currently: Miscellaneous
Requested Category: N/A
CIFSC Decision: 2020+ Target Date Portfolio

Fund: Invesco Trimark Retirement Payout 2023 Portfolio
Currently: Miscellaneous
Requested Category: N/A
CIFSC Decision: 2020+ Target Date Portfolio

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