Reclassification Results

Results of New Fund Reviews

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2011

Dec

Results of Classification Reviews – Dec 15, 2011

Fund: Acuity Fixed Income
Currently: Canadian Fixed Income Balanced
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

Fund: ASTRA Celestia Aggressive
Currently: Canadian Equity
Requested Category: Global Equity Balanced
CIFSC Decision: Global Equity Balanced

Fund: ASTRA Celestia Balanced
Currently: Canadian Equity
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Neutral Balanced

Fund: BlueBay Global Monthly Income Fund
Currently: Global Fixed Income
Requested Category: High Yield Fixed Income
CIFSC Decision: High Yield Fixed Income

Fund: Manulife Strategic Income
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Global Fixed Income

Fund: RBC North American Dividend Fund
Currently: North American Equity
Requested Category: U.S. Equity
CIFSC Decision: U.S. Equity

Fund: Sun Life BlackRock Canadian Equity Fund
Currently: Canadian Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Canadian Focused Equity

Nov

Results of Classification Reviews – Nov 24, 2011

Fund: ASTRA Celestia Growth
Currently: Canadian Equity
Requested Category: Global Equity Balanced
CIFSC Decision: Global Equity Balanced

Fund: Canoe ‘GO CANADA’ Canadian Asset Allocation CL A
Currently: Canadian Equity Balanced
Requested Category: Tactical Balanced
CIFSC Decision: Tactical Balanced

Fund: Leith Wheeler Income Advantage Fund
Currently: Canadan Fixed Income
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Neutral Balanced

Fund: Mac Symmetry Registered Fixed Income
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

Fund: Montrusco Bolton Equity Income Fund
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Denied

Fund: Nexgen Canadian Cash Tax Managed Fund
Currently: Alternative Strategies
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Canadian Synthetic Money Market

Fund: Omega Preferred Equity Fund
Currently: Canadian Dividend & Income Equity
Requested Category: High Yield Fixed Income
CIFSC Decision: Deferred

Fund: Russell Smaller Companies Pool
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Focused Small/Mid Cap Equity
CIFSC Decision: Canadian Focused Small/Mid Cap Equity

Oct

Results of Classification Reviews – Oct 27, 2011

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

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

Fund: Mackenzie Saxon Dividend Income Fund
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Canadian Dividend & Income Equity

Fund: Meritas Income & Growth Portfolio
Currently: Canadian Neutral Balanced
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Canadian Fixed Income Balanced

Fund: Pinnacle Income (Pooled Fund) MFID 108717
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

Sep

Results of Classification Reviews – Sep 22, 2011

Fund: Bissett Canadian High Dividend Fund
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Denied

Fund: Canadian Energy Convertible Debenture Fund
Currently: Miscellaneous – Other
Requested Category: Canadian Fixed Income
CIFSC Decision: Miscellaneous – Income and Real Property

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

Fund: Redwood Diversified Equity Fund
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Equity
CIFSC Decision: Denied

Fund: Redwood Diversified Income Fund
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Denied

Aug

Results of Classification Reviews – Aug 25, 2011

Fund: Redwood Diversified Equity Fund
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Equity
CIFSC Decision: Deferred

Fund: Redwood Diversified Income Fund
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Deferred

Fund: Scotia Income Advantage Fund
Currently: Global Neutral Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Neutral Balanced

Jul

Results of Classification Reviews – Jul 28, 2011

Fund: BMO Emerging Market Bond Hedged to CAD Index ETF
Currently: Miscellaneous – Income & Real Property
Requested Category: Global Fixed Income
CIFSC Decision: High Yield Fixed Income

Fund: BMO Precious Metals Commodities Index ETF
Currently: Precious Metals Equity
Requested Category: Miscellaneous – Commodity
CIFSC Decision: Miscellaneous – Commodity

Fund: Caldwell Global Financial Services Fund
Currently: Miscellaneous – Sector Equity
Requested Category: Financial Services Equity
CIFSC Decision: Financial Services Equity

Fund: Creststreet Alternative Energy Fund
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Canadian Focused Small/Mid Cap Equity
CIFSC Decision: Alternative Strategies

Fund: Creststreet Resource Fund
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Natural Resources Equity
CIFSC Decision: Natural Resources Equity

Fund: Manulife Canadian Opportunities Balanced Fund
Currently: Canadian Focused Equity
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Neutral Balanced

Fund: Meritas International Equity Fund
Currently: Global Equity
Requested Category: International Equity
CIFSC Decision: International Equity

Fund: Meritas Monthly Dividend and Income Fund
Currently: Canadian Equity Balanced
Requested Category: Canadian Equity
CIFSC Decision: Canadian Equity

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

Fund: OceanRock Growth & Income Portfolio
Currently: Global Neutral Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Canadian Equity Balanced

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

Fund: OceanRock Income & Growth Portfolio
Currently: Global Fixed Income Balanced
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Canadian Fixed Income Balanced

Fund: OceanRock International Equity Fund
Currently: Global Equity
Requested Category: International Equity
CIFSC Decision: International Equity

Fund: Redwood Diversified Equity Fund
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Equity
CIFSC Decision: Deferred

Fund: Redwood Diversified Income Fund
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Deferred

Jun

Results of Classification Reviews – Jun 23, 2011

Fund: Canada Life Managed S-35
Currently: Global Equity Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Neutral Balanced

Fund: Exemplar Canadian Focus Portfolio
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Equity
CIFSC Decision: Canadian Equity

Fund: Fidelity Balanced Income Currency Neutral Private Pool
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Canadian Fixed Income Balanced

Fund: Fidelity Balanced Income Private Pool
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Canadian Fixed Income Balanced

Fund: Fidelity ClearPath 2005 Portfolio
Currently: Global Fixed Income Balanced
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Canadian Fixed Income Balanced

Fund: Formula Growth Fund
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: U.S. Small/Mid Cap Equity
CIFSC Decision: U.S. Small/Mid Cap Equity

Fund: Hillsdale Canadian Core Equity Fund
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Canadian Equity
CIFSC Decision: Miscellaneous – Undisclosed Holdings

Fund: Hillsdale Enhanced Income Fund
Currently: Alternative Strategies
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Alternative Strategies

Fund: Hillsdale Global Long/Short Equity Fund
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Alternative Strategies
CIFSC Decision: Miscellaneous – Undisclosed Holdings

Fund: Jov Conservative ETF Portfolio
Currently: Tactical Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Tactical Balanced

Fund: Jov Growth ETF Portfolio
Currently: Tactical Balanced
Requested Category: Global Equity Balanced
CIFSC Decision: Tactical Balanced

Fund: Jov Income & Growth ETF Portfolio
Currently: Tactical Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Tactical Balanced

Fund: Mac Focus All-Canadian Class
Currently: Canadian Focused Equity
Requested Category: Canadian Equity
CIFSC Decision: Canadian Equity

Fund: Mac Ivy All-Canadian Class
Currently: Canadian Focused Equity
Requested Category: Canadian Equity
CIFSC Decision: Canadian Equity

Fund: Northwest Specialty Innovations Fund
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Science & Technology Equity
CIFSC Decision: Canadian Focused Small/Mid Cap Equity

Fund: Redwood Diversified Equity Fund
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Equity
CIFSC Decision: Deferred

Fund: Redwood Diversified Income Fund
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Deferred

Fund: Standard Life Global Monthly Income
Currently: Global Neutral Balanced
Requested Category: Tactical Balanced
CIFSC Decision: Tactical Balanced

May

Results of Classification Reviews – May 26, 2011


Fund: Canada Life Managed S-35
Currently: Global Equity Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Denied

Fund: Creststreet Alternative Energy Fund
Currently: Miscellaneous – Sector Equity
Requested Category: Canadian Focused Small/Mid Cap Equity
CIFSC Decision: Miscellaneous – Undisclosed Holdings

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

Fund: Creststreet Resource Fund
Currently: Canadian Equity
Requested Category: Natural Resources Equity
CIFSC Decision: Miscellaneous – Undisclosed Holdings

Fund: Exemplar Canadian Focus Portfolio
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Canadian Equity
CIFSC Decision: Canadian Small/Mid Cap Equity

Fund: Exemplar Global Opportunities Portfolio
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Global Equity
CIFSC Decision: Global Equity

Fund: Fidelity Tactical Strategies Fund
Currently: Tactical Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Denied

Fund: Harbour Growth & Income Fund
Currently: Canadian Focused Equity
Requested Category: Tactical Balanced
CIFSC Decision: Tactical Balanced

Fund: Hillsdale Canadian Core Equity Fund
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Canadian Equity
CIFSC Decision: Deferred

Fund: Hillsdale Enhanced Income Fund
Currently: Alternative Strategies
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Deferred

Fund: Hillsdale Global Long/Short Equity Fund
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Alternative Strategies
CIFSC Decision: Deferred

Fund: Matrix International Balanced Fund
Currently: Global Fixed Income Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Neutral Balanced

Fund: O’Leary Canadian Bond Yield Fund
Currently: High Yield Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Denied

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

Apr

Results of Classification Reviews – Apr 28, 2011

Fund: BMO Agriculture Commodities Index ETF
Currently: Miscellaneous – Sector Equity
Requested Category: Miscellaneous – Commodity
CIFSC Decision: Miscellaneous – Commodity

Fund: BMO Base Metals Commodities Index ETF
Currently: Miscellaneous – Sector Equity
Requested Category: Miscellaneous – Commodity
CIFSC Decision: Miscellaneous – Commodity

Fund: BMO Energy Commodities Index ETF
Currently: Miscellaneous – Sector Equity
Requested Category: Miscellaneous – Commodity
CIFSC Decision: Miscellaneous – Commodity

Fund: BMO Precious Metals Commodities Index ETF
Currently: Miscellaneous – Sector Equity
Requested Category: Precious Metals Equity
CIFSC Decision: Miscellaneous – Commodity

Fund: Crystal Enhanced Mortgage Fund
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Canadian Short Term Fixed Income

Fund: IFM Monitored World Equity
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Global Equity
CIFSC Decision: Global Equity

Fund: Invesco Intactive Balanced Growth Portfolio
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Neutral Balanced

Fund: Jarislowsky Fraser Select Canadian Equity Fund
Currently: Canadian Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Canadian Focused Equity

Fund: Matrix International Balanced Fund
Currently: Global Fixed Income Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: deferred

Fund: Norrep Income Growth Class
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Equity Balanced
CIFSC Decision: Canadian Equity Balanced

Fund: OceanRock US Equity Fund
Currently: Global Equity
Requested Category: U.S. Equity
CIFSC Decision: U.S. Equity

Fund: Omega Consensus American Equity Fund
Currently: U.S. Small/Mid Cap Equity
Requested Category: U.S. Equity
CIFSC Decision: U.S. Small/Mid Cap Equity

Fund: Palos Equity Income Fund
Currently: Alternative Strategies
Requested Category: Canadian Equity Balanced
CIFSC Decision: Deferred

Fund: Standard Life Corporate High Yield Bond Fund
Currently: High Yield Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

Fund: The Investment Partners Fund
Currently: Canadian Equity
Requested Category: Global Equity
CIFSC Decision: Global Equity

Mar

Results of Classification Reviews – Mar 24, 2011

Fund: Investment Partners Fund
Currently: Canadian Equity
Requested Category: Global Equity
CIFSC Decision: Miscellaneous – Undisclosed Holdings

Fund: Matrix International Balanced Fund
Currently: Global Fixed Income Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Deferred

Feb

Results of Classification Reviews – Feb 24, 2011

Fund: AGF Canadian Growth Equity Class
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Equity
CIFSC Decision: Denied

Fund: Bissett Income Fund
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Denied

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

Fund: Bodnar Canadian Equity Fund
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Canadian Equity
CIFSC Decision: Canadian Equity

Fund: Bodnar Fixed Income Fund
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

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

Fund: FI Capital Canadian Small Cap Fund
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Canadian Small/Mid Cap Equity
CIFSC Decision: Canadian Small/Mid Cap Equity

Fund: FI Capital SRI (Socially Responsible Fund) Canadian Equity Fund
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Canadian Equity
CIFSC Decision: Canadian Equity

Fund: FI Capital SRI (Socially Responsible Invts.) Enhanced Income Fund
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Canadian Equity
CIFSC Decision: Canadian Equity

Fund: Invesco Emerging Markets Debt Fund
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Global Fixed Income

Fund: National Bank Multiple Asset Class basket Private Pool
Currently: Canadian Equity
Requested Category: Global Equity Balanced
CIFSC Decision: Global Equity Balanced

Fund: National Bank US Growth Income Basket Private Pool
Currently: International Equity
Requested Category: U.S. Equity
CIFSC Decision: U.S. Equity

Fund: Norrep Income Growth Class
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Equity Balanced
CIFSC Decision: Denied

Fund: Sprott Diversified Yield Fund
Currently: Miscellaneous – Income and Real Property
Requested Category: High Yield Fixed Income
CIFSC Decision: High Yield Fixed Income

Fund: Sprott Tactical Balanced Fund
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Tactical Balanced
CIFSC Decision: Tactical Balanced

Fund: Webb Enhanced Income Fund
Currently: Alternative Strategies
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Canadian Dividend & Income Equity

Jan

Results of Classification Reviews – Jan 27, 2011

Fund: Acuity Fixed Income Fund
Currently: Canadian Fixed Income Balanced
Requested Category: Canadian Fixed Income
CIFSC Decision: Denied

Fund: CI Signature Gold Corporate Class A
Currently: Precious Metals Equity
Requested Category: Miscellaneous – Commodity
CIFSC Decision: Miscellaneous – Commodity

Fund: CIBC Managed Aggressive Growth Portfolio
Currently: Global Equity Balanced
Requested Category: Global Equity
CIFSC Decision: Global Equity

Fund: CIBC Managed Income Plus Portfolio
Currently: Global Fixed Income Balanced
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Canadian Fixed Income Balanced

Fund: Claymore Advantaged High Yield Bond ETF
Currently: Miscellaneous – Income and Real Property
Requested Category: High Yield Fixed Income
CIFSC Decision: Deferred

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

Fund: Fidelity Income Allocation Fund
Currently: Canadian Equity Balanced
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Canadian Fixed Income Balanced

Fund: Front Street Small Cap Fund
Currently: Miscellaneous – Other
Requested Category: Canadian Small/Mid Cap Equity
CIFSC Decision: Natural Resources Equity

Fund: OceanRock Canadian Equity Fund
Currently: Global Equity
Requested Category: Canadian Equity
CIFSC Decision: Deferred

Fund: OceanRock International Equity Fund
Currently: Global Equity
Requested Category: Global Equity
CIFSC Decision: Deferred

Fund: OceanRock US Equity
Currently: Global Equity
Requested Category: U.S. Equity
CIFSC Decision: Deferred

Fund: RBC Canadian Equity Income Fund
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Income Trust Equity
CIFSC Decision: Canadian Equity

Fund: RBC Global Corporate Bond Fund
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Global Fixed Income