Reclassification Results

Results of New Fund Reviews

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

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2013

Dec

Results of Classification Reviews – Dec 19, 2013

Fund: O’Leary Global Dividend Fund
Currently: Global Equity Balanced
Requested Category: Global Equity
CIFSC Decision: Global Equity

Nov

Results of Classification Reviews – Nov 28, 2013

Fund: Trapeze Value Class
Currently: North American Equity
Requested Category: Global Equity
CIFSC Decision: Global Equity

Oct

Results of Classification Reviews – Oct 24, 2013

Fund: Allegro Moderate Conservative Portfolio
Currently: Global Neutral Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Neutral Balanced

Fund: Alto Moderate Conservative Portfolio
Currently: Global Neutral Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Neutral Balanced

Fund: Aston Hill Capital Growth Class
Currently: North American Equity
Requested Category: Alternative Strategies
CIFSC Decision: Alternative Strategies

Fund: Dynamic Investment Grade Floating Rate Fund
Currently: Global Fixed Income
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Canadian Short Term Fixed Income

Fund: Dynamic Short Term Bond Fund
Currently: Global Fixed Income
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Canadian Short Term Fixed Income

Fund: iProfile Canadian Equity Pool
Currently: Miscellaneous – Undisclosed
Requested Category: Canadian Equity
CIFSC Decision: Canadian Equity

Fund: iProfile Emerging Markets Pool
Currently: Miscellaneous – Undisclosed
Requested Category: Emerging Markets Equity
CIFSC Decision: Emerging Markets Equity

Fund: iProfile Fixed Income Pool
Currently: Miscellaneous – Undisclosed
Requested Category: Global Fixed Income
CIFSC Decision: Global Fixed Income

Fund: iProfile International Equity Pool
Currently: Miscellaneous – Undisclosed
Requested Category: International Equity
CIFSC Decision: International Equity

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

Fund: Renaissance Canadian Growth Fund
Currently: Canadian Focused Equity
Requested Category: Canadian Equity
CIFSC Decision: Canadian Equity

Fund: Renaissance Canadian Monthly Income Fund
Currently: Canadian Equity Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Neutral Balanced

Fund: Trapeze Value Class
Currently: North American Equity
Requested Category: Global Equity
CIFSC Decision: Deferred

Sep

Results of Classification Reviews – Sep 26, 2013

Fund: Mackenzie Global Small Cap Growth Class
Currently: North American Equity
Requested Category: Global Small/Mid Cap Equity
CIFSC Decision: Global Small/Mid Cap Equity

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

Fund: Trapeze Value Class
Currently: Canadian Focused Equity
Requested Category: Global Equity
CIFSC Decision: North American Equity

Aug

Results of Classification Reviews – Aug 22, 2013

Fund: BMO Global Dividend Fund
Currently: U.S. Equity
Requested Category: Global Equity
CIFSC Decision: Global Equity

Fund: BMO Tactical Dividend ETF Fund
Currently: Canadian Dividend & Income Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Canadian Focused Equity

Fund: Fidelity NorthStar Currency Neutral Class
Currently: Global Equity
Requested Category: Global Small/Mid Cap Equity
CIFSC Decision: Global Small/Mid Cap Equity

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

Fund: Manulife Dollar Cost Averaging Fund
Currently: Canadian Synthetic Money Market
Requested Category: Miscellaneous – Other
CIFSC Decision: Miscellaneous – Other

Fund: Palos Equity Income Fund – Series A
Currently: Alternative Strategies
Requested Category: Canadian Equity Balanced
CIFSC Decision: Canadian Focused Equity

Jul

Results of Classification Reviews – Jul 23, 2013

Fund: Franklin Income Fund
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Neutral Balanced

Fund: Front Street Global Opportunities Class
Currently: Miscellaneous – Other
Requested Category: Global Equity
CIFSC Decision: Global Equity

Fund: Front Street Growth and Income Class
Currently: Alternative Strategies
Requested Category: Tactical Balanced
CIFSC Decision: Tactical Balanced

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

Fund: Manulife Diversified Income Portfolio
Currently: Global Neutral Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Global Fixed Income Balanced

Jun

Results of Classification Reviews – Jun 26, 2013

Fund: Dynamic Blue Chip US Balanced Class
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Neutral Balanced

Fund: Front Street Diversified Income Class
Currently: Miscellaneous – Other
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Deferred

Fund: Front Street Global Opportunities Class
Currently: Miscellaneous – Other
Requested Category: Global Equity
CIFSC Decision: Denied

Fund: Zechner High Income Fund
Currently: Canadian Dividend & Income Equity
Requested Category: Canadian Neutral Balanced Fund
CIFSC Decision: Canadian Neutral Balanced

Fund: LDIC North American Energy Infrastructure Fund (Class A and F)
Currently: Natural Resource Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Deferred

Fund: Sionna Canadian Equity Fund
Currently: Canadian Focused Equity
Requested Category: Canadian Equity
CIFSC Decision: Canadian Equity

May

Results of Classification Reviews – May 23, 2013

Fund: Capital International – Canadian Core Plus Fixed Income
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

Fund: Dynamic Income Growth Opportunities Class
Currently: Canadian Focused Equity
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Neutral Balanced

Fund: Franklin Bissett Canadian All Cap Balanced Fund
Currently: Canadian Neutral Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Canadian Equity Balanced

Fund: NEI Northwest Emerging Markets Fund
Currently: International Equity
Requested Category: Emerging Markets Equity
CIFSC Decision: Emerging Markets Equity

Apr

Results of Classification Reviews – Apr 25, 2013

Fund: IA Clarington Sarbit Activist Opportunities Class
Currently: Canadian Equity
Requested Category: U.S. Equity
CIFSC Decision: U.S. Equity

Fund: Manulife Balanced Equity Private Pool
Currently: Canadian Equity Balanced
Requested Category: Global Equity Balanced
CIFSC Decision: Global Equity Balanced

Fund: Manulife Balanced Private Pool
Currently: Canadian Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Neutral Balanced

Fund: RBC Private Canadian Corporate Bond Pool
Currently: High Yield Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

Fund: RBC Private Canadian Growth and Income Equity Pool
Currently: Canadian Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Canadian Dividend & Income Equity

Fund: Westwood Global Dividend Fund
Currently: Global Equity Balanced
Requested Category: Global Equity
CIFSC Decision: Global Equity

Mar

Results of Classification Reviews – Apr 25, 2013

Fund: IA Clarington Sarbit Activist Opportunities Class
Currently: Canadian Equity
Requested Category: U.S. Equity
CIFSC Decision: U.S. Equity

Fund: Manulife Balanced Equity Private Pool
Currently: Canadian Equity Balanced
Requested Category: Global Equity Balanced
CIFSC Decision: Global Equity Balanced

Fund: Manulife Balanced Private Pool
Currently: Canadian Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Neutral Balanced

Fund: RBC Private Canadian Corporate Bond Pool
Currently: High Yield Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

Fund: RBC Private Canadian Growth and Income Equity Pool
Currently: Canadian Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Canadian Dividend & Income Equity

Fund: Westwood Global Dividend Fund
Currently: Global Equity Balanced
Requested Category: Global Equity
CIFSC Decision: Global Equity

Feb

Results of Classification Reviews – Feb 28, 2013

Fund: Altamira Preferred Equity Fund
Currently: Canadian Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Deferred

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

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

Fund: Russell Focused Canadian Equity Class
Currently: U.S. Equity
Requested Category: Canadian Equity
CIFSC Decision: Canadian Equity

Jan

Results of Classification Reviews – Jan 22, 2013

Fund: Fidelity U.S. Monthly Income Fund
Currently: U.S. Equity
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Neutral Balanced

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

Fund: Norrep US Class
Currently: U.S. Small/Mid Cap Equity
Requested Category: U.S. Equity
CIFSC Decision: U.S. Equity

Fund: SLI Canadian Value Equity Pooled
Currently: Canadian Dividend & Income Equity
Requested Category: Canadian Equity
CIFSC Decision: Canadian Equity