Reclassification Results

Results of New Fund Reviews

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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

Fund: Fidelity Dividend Plus Fund
Currently: Canadian Income Trust Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Canadian Dividend & Income Equity

Fund: GBC Canadian Bond Fund
Currently: Canadian Equity
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

Fund: GBC Growth & Income Fund
Currently: Global Equity Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Canadian Equity Balanced

Fund: GBC North American Growth Fund
Currently: North American Equity
Requested Category: U.S. Equity
CIFSC Decision: U.S. Equity

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

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

Fund: ROI Canadian Top 30 Small Cap
Currently: Canadian Equity
Requested Category: Canadian Small/Mid Cap Equity
CIFSC Decision: Canadian Small/Mid Cap Equity

Fund: ROI High Yield Private Placement
Currently: Miscellaneous – Other
Requested Category: Canadian Fixed Income
CIFSC Decision: Miscellaneous – Income & Real Property

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

Fund: Bissett U.S. Focus Fund
Currently: North American Equity
Requested Category: U.S. Equity
CIFSC Decision: U.S. Equity

Fund: IA Clarington Canadian Balanced Fund
Currently: Canadian Equity Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Neutral Balanced

Fund: IA Clarington Canadian Growth Fund
Currently: Canadian Focused Equity
Requested Category: Canadian Equity
CIFSC Decision: Deffered

Fund: Matrix Monthly Pay Fund
Currently: Canadian Small /Mid Cap Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Canadian Dividend & Income Equity

Fund: Matrix Tax Deferred Income Fund
Currently: Canadian Dividend & Income Equity
Requested Category: Global Equity Balanced
CIFSC Decision: Global Equity Balanced

Fund: RBC Emerging Markets Bond Fund
Currently: Miscellaneous – Income and Real Property
Requested Category: High Yield Fixed Income
CIFSC Decision: High Yield Fixed Income

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

Fund: BMO Nesbitt Burns Balanced Portfolio Fund
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Deferred

Fund: Enhanced Income Fund
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Alternative Strategies

Fund: MFC Global Canadian Universe Core Plus Fixed Income
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Denied

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

Fund: Desjardins Completion Investment Fund
Currently: Miscellaneous – Income and Real Property
Requested Category: Miscellaneous – Other
CIFSC Decision: Denied

Fund: Galileo Small/Mid Cap
Currently: Canadian Small/Mid Cap Equity
Requested Category: Global Small/Mid Cap Equity
CIFSC Decision: Deffered

Fund: GBC Canadian Bond Fund
Currently: Miscellaneous – Other
Requested Category: Canadian Fixed Income
CIFSC Decision: Deffered

Fund: GBC Growth and Income Fund
Currently: Global Equity Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Deffered

Fund: GBC North American Growth Fund Inc.
Currently: North American Equity
Requested Category: U.S. Small/Mid Cap Equity
CIFSC Decision: Deffered

Fund: NexGen Canadian Diversified Income Registered Fund
Currently: North American Equity
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Neutral Balanced

Fund: NexGen Canadian Diversified Income Tax Managed Fund
Currently: North American Equity
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Neutral Balanced

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

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

Fund: Canada Life Flex Managed (Laketon)
Currently: Global Equity Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Denied

Fund: Desjardins Completion Investments Fund
Currently: Canadian Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Miscellaneous – Income and Real Property

Fund: Dynamic Strategic Gold Class
Currently: Miscellaneous – Sector Equity
Requested Category: Precious Metals Equity
CIFSC Decision: Miscellaneous – Commodity

Fund: Excel Chindia Fund
Currently: Miscellaneous – Geographic Equity
Requested Category: Emerging Markets Equity
CIFSC Decision: Denied

Fund: Excel Emerging Europe Fund
Currently: Miscellaneous – Geographic Equity
Requested Category: Emerging Markets Equity
CIFSC Decision: Denied

Fund: Excel Latin America Fund
Currently: Miscellaneous – Geographic Equity
Requested Category: Emerging Markets Equity
CIFSC Decision: Denied

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

Fund: Acuity Pooled Diversified Income Fund
Currently: Canadian Income Trust Equity
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Global Fixed Income Balanced

Fund: AIC Preferred Income Fund
Currently: Canadian Neutral Balanced
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Canadian Dividend & Income Equity

Fund: Claymore Advantaged High Yield Bond ETF Common Class
Currently: Miscellaneous
Requested Category: High Yield Fixed Income
CIFSC Decision:

Fund: Claymore Balanced Income CorePortfolio ETF common class
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision:

Fund: Claymore Global Monthly Advantaged Dividend ETF Common Class
Currently: Canadian Small/Mid Cap Equity
Requested Category: Global Equity
CIFSC Decision:

Fund: Crystal Enlightened Resource and Precious Metals Fund (formerly Insignia Fund)
Currently: Alternative Strategies
Requested Category: Precious Metals Equity
CIFSC Decision: Miscellaneous

Fund: Hillsdale Canadian Core Equity Fund – Class A
Currently: Miscellaneous
Requested Category: Canadian Equity
CIFSC Decision:

Fund: Manulife Dollar-Cost Averaging Fund
Currently: Miscellaneous
Requested Category: Canadian Money Market
CIFSC Decision:

Fund: Mercure Municipal-FISQ
Currently: Canadian Money Market
Requested Category: Canadian Fixed Income
CIFSC Decision: Denied

Fund: NexGen Canadian Large Cap Tax Managed Fund
Currently: Canadian Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Canadian Dividend & Income Equity

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

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

Fund: Credential EnRich International Equity Pool
Currently: Global Equity
Requested Category: International Equity
CIFSC Decision: International Equity

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

Fund: FERIQUE Moderate Balanced
Currently: Canadian Neutral Balanced
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Canadian Fixed Income Balanced

Fund: FMOQ Omnibus
Currently: Canadian Fixed Income Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Neutral Balanced

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

Fund: AIC American Advantage Fund
Currently: Financial Services Equity
Requested Category: U.S. Equity
CIFSC Decision: Denied

Fund: AIC Global Advantage Fund
Currently: Financial Services Equity
Requested Category: Global Equity
CIFSC Decision: Denied

Fund: AIC Global Wealth Management
Currently: Financial Services Equity
Requested Category: Global Equity
CIFSC Decision: Denied

Fund: Credential EnRich Income Pool
Currently: Canadian Fixed Income Balanced
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

Fund: Ethical Select Canadian Balanced Portfolio
Currently: Canadian Equity Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Neutral Balanced

Fund: Ethical Select Canadian Growth Portfolio
Currently: Global Equity Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Canadian Equity Balanced

Fund: Ethical Select Conservative Portfolio
Currently: Global Fixed Income Balanced
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Canadian Fixed Income Balanced

Fund: GWL Mid Cap Canada
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Focused Small/Mid Cap Equity
CIFSC Decision: Denied

Fund: Hillsdale Canadian Core Equity Fund
Currently: Miscellaneous
Requested Category: Canadian Equity
CIFSC Decision: Denied

Fund: IA Clarington Inhance Balanced SRI Portfolio
Currently: Canadian Equity Balanced
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Neutral Balanced

Fund: IA Clarington Inhance Conservative SRI Portfolio
Currently: Canadian Neutral Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Fixed Income Balanced

Fund: IA Clarington Inhance Monthly Income SRI Fund
Currently: Canadian Fixed Income
Requested Category: Canadian Equity Balanced
CIFSC Decision: Canadian Equity Balanced

Fund: Manulife Short Term Yield Class
Currently: Miscellaneous
Requested Category: Canadian Money Market
CIFSC Decision: Canadian Money Market

Fund: Manulife Simplicity Balanced Portfolio
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Neutral Balanced

Fund: Manulife Simplicity Income Portfolio
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Neutral Balanced

Fund: Manulife Yield Opportunities Fund
Currently: Miscellaneous
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Global Fixed Income Balanced

Fund: Northwest Select Canadian Balanced Portfolio
Currently: Global Neutral Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Neutral Balanced

Fund: Northwest Select Canadian Growth Portfolio
Currently: Global Equity Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Canadian Equity Balanced

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

Fund: AIC American Advantage Fund
Currently: Financial Services Equity
Requested Category: U.S. Equity
CIFSC Decision: Denied

Fund: Edgepoint Canadian Portfolio
Currently: Canadian Equity
Requested Category: Canadian Small/Mid Cap Equity
CIFSC Decision: Denied

Fund: Edgepoint Global Portfolio
Currently: Global Equity
Requested Category: Global Small/Mid Cap Equity
CIFSC Decision: Denied

Fund: Ethical Select Conservative Portfolio
Currently: 2010 Target Date Portfolio
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved