Reclassification Results

Results of New Fund Reviews

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

Select a year:

2012

Dec

Results of Classification Reviews – Dec 20, 2012

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

Fund: Russell LifePoints Fixed Income Portfolio
Currently: Canadian Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Global Fixed Income

Nov

Results of Classification Reviews – Nov 22, 2012

Fund: MIDDLEFIELD CANADIAN DIVIDEND GROWTH CLASS
Currently: Natural Resources Equity
Requested Category: Canadian Equity
CIFSC Decision: Denied

Fund: Middlefiled Canadian High Yiled Class
Currently: Canadian Equity Balanced
Requested Category: High Yield Fixed Income
CIFSC Decision: High Yield Fixed Income

Fund: Standard Life Balanced
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Equity Balanced

Fund: Fidelity Asset Allocation Private Pool
Currently: Global Equity Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Neutral Balanced

Fund: Fidelity Asset Allocation Currency Neutral
Currently: Global Equity Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Neutral Balanced

Oct

Results of Classification Reviews – Oct 25, 2012

Fund: Canoe Canadian Equity Class
Currently: Canadian Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Canadian Focused Equity

Fund: Fidelity Concentrated Value Private Pool
Currently: Canadian Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Canadian Focused Equity

Sep

Results of Classification Reviews – Sep 27, 2012

Fund: BMO Enhanced Equity Income Fund Series A
Currently: Canadian Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Canadian Dividend & Income Equity

Fund: BMO Target Enhanced yield Series A
Currently: Tactical Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Global Neutral Balanced

Fund: Mackenzie Universal Canadian Shield Fund
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Equity
CIFSC Decision: Denied

Fund: Matrix Covered Call Canadian Banks Plus Corp Class Fund
Currently: Alternative Strategy
Requested Category: Financial Services Equity
CIFSC Decision: Financial Services Equity

Fund: Professionals’ Balanced Growth Fund
Currently: Global Neutral Balanced
Requested Category: Global Equity Balanced
CIFSC Decision: Global Equity Balanced

Aug

Results of Classification Reviews – Aug 23, 2012

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

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

Fund: Canoe Energy Income Class
Currently: Canadian Equity Balanced
Requested Category: Natural resources Equity
CIFSC Decision: Natural resources Equity

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

Jul

Results of Classification Reviews – Jul 26, 2012

Fund: O’Leary US Strategic Yield Fund
Currently: U.S. Equity
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: Deferred

Fund: BMO Emerging Markets Bond hedged to CAD Index ETF
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Denied

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

Jun

Results of Classification Reviews – Jun 28, 2012

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

Fund: Aston Hill Strategic Yield
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Deferred

Fund: BMO Laddered Corporate Bond Fund
Currently: Canadian Fixed Income
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Canadian Short Term Fixed Income

Fund: DynamicEdge Conservative Class Portfolio
Currently: Canadian Equity Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Global Fixed Income Balanced

Fund: DynamicEdge Defensive Portfolio
Currently: Canadian Fixed Income Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Global Fixed Income Balanced

Fund: Trimark Diversified Yield Class
Currently: Global Equity Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Canadian Equity Balanced

May

Results of Classification Reviews – May 24, 2012

Fund: Aston Hill Growth & Income
Currently: Global Neutral Balanced
Requested Category: Global Equity Balanced
CIFSC Decision: Denied

Fund: C.F.G. Heward Canadian Dividend Growth
Currently: Misc – Undisclosed Holdings
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Canadian Dividend & Income Equity

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

Fund: Trimark Canadian Opportunity Class
Currently: Canadian Focused Equity
Requested Category: Canadian Equity
CIFSC Decision: Canadian Equity

Apr

Results of Classification Reviews – Apr 26, 2012

Fund: Castlerock Canadian Growth Companies
Currently: Canadian Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Canadian Focused Small/Mid Cap Equity

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

Fund: CC&L Diversified Income
Currently: Canadina Fixed Income Balanced
Requested Category: Tactical Balanced
CIFSC Decision: Tactical Balanced

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

Fund: Crystal Enlightened Resource & Precious Metal Fund
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Precious Metals Equity
CIFSC Decision: Precious Metals Equity

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

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

Fund: Empire Moderate Growth Portfolio
Currently: Global Neutral Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Canadian Equity Balanced

Mar

Results of Classification Reviews – Mar 23, 2012

Fund: Business Cycle Income Fund
Currently: Canadian Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Deferred

Fund: Horizons BetaPro COMEX Gold Inverse ETF
Currently: Alternative Strategies
Requested Category: Miscellaneous – Commodity
CIFSC Decision: Denied

Fund: Horizons BetaPro COMEX Lng Gold/Sh Silv
Currently: Alternative Strategies
Requested Category: Miscellaneous – Leveraged
CIFSC Decision: Denied

Fund: Horizons BetaPro COMEX Long Sivler/Short Gold ETF
Currently: Alternative Strategies
Requested Category: Miscellaneous – Leveraged
CIFSC Decision: Denied

Fund: Horizons BetaPro COMEX Silver Inverse ETF
Currently: Alternative Strategies
Requested Category: Miscellaneous – Commodity
CIFSC Decision: Denied

Fund: Horizons BetaPro Long Crude Oil/Short Natual Gas ETF
Currently: Alternative Strategies
Requested Category: Miscellaneous – Leveraged
CIFSC Decision: Denied

Fund: Horizons BetaPro NYMEX Crude Oil Inverse ETF
Currently: Alternative Strategies
Requested Category: Miscellaneous – Commodity
CIFSC Decision: Denied

Fund: Horizons BetaPro NYMEX Long Nat Gas/Short Oil ETF
Currently: Alternative Strategies
Requested Category: Miscellaneous – Leveraged
CIFSC Decision: Denied

Fund: Horizons BetaPro NYMEX Natural Gas Inverse ETF
Currently: Alternative Strategies
Requested Category: Miscellaneous – Commodity
CIFSC Decision: Denied

Fund: Horizons Enhanced Inc Energy ETF
Currently: Alternative Strategies
Requested Category: Natural Resources Equity
CIFSC Decision: Denied

Fund: Horizons Enhanced Income Gold Producers ETF
Currently: Alternative Strategies
Requested Category: Precious Metals Equity
CIFSC Decision: Denied

Fund: Horizons Floating Rate Bond ETF
Currently: Miscellaneous – Income & Real Property
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Denied

Fund: Horizons Gartman ETF Comm
Currently: Miscellaneous – Other
Requested Category: Global Equity
CIFSC Decision: Alternative Strategy

Fund: Horizons Income Plus ETF Comm
Currently: Alternative Strategies
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Miscellaneous – Income & Real Property

Fund: Horizons S&P/TSX 60 130/130 ETF
Currently: Alternative Strategies
Requested Category: Canadian Equity
CIFSC Decision: Denied

Fund: Horizons S&P/TSX 60 Equal Weight ETF
Currently: Alternative Strategies
Requested Category: Canadian Equity
CIFSC Decision: Canadian Equity

Fund: Horizons Seasonal Rotation ETF Comm
Currently: Alternative Strategies
Requested Category: Miscellaneous – Sector Equity
CIFSC Decision: Denied

Fund: Horizons U.S. Dollar Currency ETF
Currently: Miscellaneous – Other
Requested Category: U.S. Money Market
CIFSC Decision: Denied

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

Fund: Mackenzie Cundill Canadian Balanced
Currently: Global Neutral Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Equity Balanced

Fund: Manulife Global Small Cap Balanced Fund
Currently: Global Small/Mid Cap Equity
Requested Category: Global Equity Balanced
CIFSC Decision: Global Equity Balanced

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

Fund: RBC Short Term Income Class
Currently: Canadian Short Term Fixed Income
Requested Category: Canadian Money Market
CIFSC Decision: Canadian Money Market

Feb

Results of Classification Reviews – Feb 23, 2012

Fund: Business Cycle Income Fund
Currently: Canadian Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Deffered

Fund: Mackenzie Cundill American Class
Currently: North American Equity
Requested Category: U.S. Equity
CIFSC Decision: Approved

Fund: Mackenzie Sentinel Global Bond Fund
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Approved

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

Fund: Trimark Canadian Plus Dividend Class
Currently: Canadian Focused Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Approved

Jan

Results of Classification Reviews – Jan 26, 2012

Fund: Crystal Wealth Strategic Yield Media Fund
Currently: Miscellaneous – Other
Requested Category: High Yield Fixed Income
CIFSC Decision: Miscellaneous – Income & Real Property

Fund: Greystone Real Estate
Currently: Miscellaneous – Other
Requested Category: Miscellaneous – Income & Real Property
CIFSC Decision: Miscellaneous – Income & Real Property

Fund: IA Global Real Estate (BNP Paribas)
Currently: Miscellaneous – Other
Requested Category: Miscellaneous – Income & Real Property
CIFSC Decision: Miscellaneous – Income & Real Property

Fund: Ideal Corporate High Yield Bond Fund (will be rename Ideal Corporate Bond Fund in February 2012)
Currently: High Yield Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

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

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

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

Fund: Mackenzie Maxxum All-Canadian Equity Class
Currently: Canadian Focused Equity
Requested Category: Canadian Equity
CIFSC Decision: Canadian Equity

Fund: Mackenzie Universal All-Canadian Class
Currently: Canadian Focused Equity
Requested Category: Canadian Equity
CIFSC Decision: Canadian Equity

Fund: Pender Balanced Fund
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Neutral Balanced

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

Fund: RBC Target 2013 Corporate Bond ETF
Currently: 2015 Target Date Portfolio
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Canadian Short Term Fixed Income

Fund: RBC Target 2014 Corporate Bond ETF
Currently: 2015 Target Date Portfolio
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Canadian Short Term Fixed Income

Fund: RBC Target 2015 Corporate Bond ETF
Currently: 2015 Target Date Portfolio
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Canadian Short Term Fixed Income

Fund: RBC Target 2016 Corporate Bond ETF
Currently: 2015 Target Date Portfolio
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Canadian Short Term Fixed Income

Fund: RBC Target 2017 Corporate Bond ETF
Currently: 2020 Target Date Portfolio
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

Fund: RBC Target 2018 Corporate Bond ETF
Currently: 2020 Target Date Portfolio
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

Fund: RBC Target 2019 Corporate Bond ETF
Currently: 2020 Target Date Portfolio
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

Fund: RBC Target 2020 Corporate Bond ETF
Currently: 2020 Target Date Portfolio
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

Fund: Russell Global High Income Bond Pool
Currently: Global Fixed Income
Requested Category: High Yield Fixed Income
CIFSC Decision: High Yield Fixed Income

Fund: Russell LifePoints Conservative Income Portfolio
Currently: Canadian Equity
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Canadian Fixed Income Balanced

Fund: Russell LifePoints Fixed Income Portfolio
Currently: Canadian Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Canadian Fixed Income

Fund: Standard Life Real Estate
Currently: Miscellaneous – Other
Requested Category: Miscellaneous – Income & Real Property
CIFSC Decision: Miscellaneous – Income & Real Property