Reclassification Results

Results of New Fund Reviews

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2014

Dec

Results of Classification Reviews – Dec 18, 2014

Fund: IA Clarington Short-Term Income Class
Currently: Canadian Short Term Fixed Income
Requested Category: Canadian Money Market
CIFSC Decision: Denied

Fund: IA Ecoflex Short Term Bonds
Currently: Canadian Fixed Income
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Canadian Short Term Fixed Income

Fund: Sprott Canadian Equity Fund/Class
Currently: Natural Resources Equity
Requested Category: Canadian Focused Small/Mid Cap Equity
CIFSC Decision: Canadian Focused Small/Mid Cap Equity

Fund: Sun Life NWQ Flexible Income Fund
Currently: High Yield Fixed Income
Requested Category: Tactical Balanced
CIFSC Decision: Tactical Balanced

Fund: TD Retirement Balanced Portfolio
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Equity Balanced

Fund: TD Retirement Conservative Portfolio
Currently: Canadian Fixed Income Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Global Equity Balanced

Nov

Results of Classification Reviews – Nov 27, 2014

Fund: GWL Growth & Income (AGF)
Currently: Canadian Neutral Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Canadian Equity Blanced

Fund: LL Growth & Income (AGF)
Currently: Canadian Neutral Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Canadian Equity Balanced

Fund: LON Growth & Income (AGF)
Currently: Canadian Neutral Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Canadian Equity Balanced

Fund: TD Retirement Balanced Portfolio
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Deferred

Fund: TD Retirement Conservative Portfolio
Currently: Canadian Fixed Income Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Deferred

Oct

Results of Classification Reviews – Oct 30, 2014

Fund: Empire Life Emblem Aggressive Portfolio
Currently: Canadian Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Canadian Focused Equity

Fund: Front Street Global Balanced Income Class
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Neutral Balanced

Fund: Front Street Global Opportunities Class
Currently: Canadian Small/Mid Cap Equity
Requested Category: Global Small/Mid Cap Equity
CIFSC Decision: Denied

Fund: TD Target Return Conservative Fund
Currently: Tactical Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Deferred

Sep

Results of Classification Reviews – Sep 25, 2014

Fund: Dynamic Active Credit Strategies Private Pool
Currently: Global Fixed Income
Requested Category: High Yield Fixed Income
CIFSC Decision: High Yield Fixed Income

Fund: Norrep Global Class
Currently: Global Small / Mid Cap Equity
Requested Category: Global Equity
CIFSC Decision: Global Equity

Fund: PIMCO Monthly Income Fund
Currently: Global Fixed Income
Requested Category: Alternative Strategies
CIFSC Decision: Deferred

Fund: TD Canadian Blue Chip Equity Fund
Currently: Canadian Focused Equity
Requested Category: Canadian Equity
CIFSC Decision: Canadian Equity

Aug

Results of Classification Reviews – Aug 28, 2014

Fund: Antares Total Equity Pool Fund
Category Placement: Alternative Strategies

Fund: BlackRock Active Canadian Equity
Category Placement: Canadian Equity

Fund: Crystal Wealth ACM Growth
Category Placement: Global Equity

Fund: Crystal Wealth ACM Income
Category Placement: Canadian Neutral Balanced

Fund: DFS Beutel Goodman Fundamental Canadian Equity Fund
Category Placement: Canadian Equity

Fund: DFS BlackRock Global Real Estate Index
Category Placement: Real Estate Equity

Fund: DFS Hexavest Global Equities Hedged
Category Placement: Global Equity

Fund: Euro Banc Capital Securities Trust
Category Placement: Tactical Balanced

Fund: Fiera North American Market Neutral II
Category Placement: North American Equity

Fund: Fiera Private Infrastructure Fund
Category Placement: Miscellaneous – Income and Real Property

Fund: FirstAsset Hamilton Capital European Banks ETF
Category Placement: Financial Services Equity

Fund: Franklin Global Small-Mid Cap Fund
Category Placement: Global Small/Mid Cap Equity

Fund: JP Morgan Emerging Markets Fund
Category Placement: Emerging Markets Equity

Fund: KFL Partner’s Fund LP
Category Placement: Alternative Strategies

Fund: Lightwater Nimble Fund
Category Placement: Alternative Strategies

Fund: Manulife Global Dividend Fund
Category Placement: Global Equity

Fund: Manulife Global Strategic Balanced Yield Fund
Category Placement: Global Neutral Balanced

Fund: Manulife U.S. Regional Bank Trust
Category Placement: Financial Services Equity

Fund: MLI Multi-Manager Balanced
Category Placement: Global Equity Balanced

Fund: MLI Multi-Manager Canadian Bond
Category Placement: Canadian Fixed Income

Fund: MLI Multi-Manager Cdn Large Cap Core
Category Placement: Canadian Equity

Fund: MLI Multi-Manager Cdn Large Cap Growth
Category Placement: Canadian Equity

Fund: MLI Multi-Manager Cdn Large Cap Value
Category Placement: Canadian Equity

Fund: MLI Multi-Manager Cdn Small Cap Equity
Category Placement: Canadian Small/Mid Cap Equity

Fund: MLI Multi-Manager Global Equity
Category Placement: Global Equity

Fund: MLI Multi-Manager International Equity
Category Placement: International equity

Fund: MLI Multi-Manager U.S. Equity
Category Placement: U.S. Equity

Fund: PH&N LifeTime 2050 Fund
Category Placement: 2025+ Target Date Portfolio

Fund: RBC European Dividend Fund
Category Placement: European Equity

Fund: Sprott Bridging Income Fund
Category Placement: Alternative Strategies

Fund: TriDelta High Income Balanced
Category Placement: Global Neutral Balanced

Fund: Venator Partners Fund LP
Category Placement: Alternative Strategies

Jul

Results of Classification Reviews – Jul 24, 2014

Fund: Aston Hill Canadian Total Return Fund
Currently: Canadian Short Term Fixed Income
Requested Category: Canadian Focused Equity
CIFSC Decision: Canadian Focused Equity

Fund: Crystal Enlightened Income Fund
Currently: Miscellaneous – Income & Real Property
Requested Category: High Yield Fixed Income
CIFSC Decision: Deferred

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

Fund: Front Street Global Balanced Income Class
Currently: Global Equity Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Deffered

Fund: Front Street Global Opportunities Class
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Global Small/Mid Cap Equity
CIFSC Decision: Denied

Fund: Front Street U.S. Equity Class (formerly Front Street Value Class)
Currently: Miscellaneous – Other
Requested Category: North American Equity
CIFSC Decision: North American Equity

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

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

Fund: Russell Global Unconstrained Bond Pool (formerly known as Russell Core Plus Fixed Income Pool)
Currently: Canadian Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Global Fixed Income

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

Jun

Results of Classification Reviews – Jun 26, 2014

Fund: Aston Hill Canadian Total Return Fund
Currently: Canadian Short Term Fixed Income
Requested Category: Canadian Focused Equity
CIFSC Decision: Deferred

Fund: Aston Hill Capital Growth
Currently: Alternative Strategies
Requested Category: US Equity
CIFSC Decision: U.S. Equity

Fund: Aurion Income Opportunities Fund
Currently: Alternative Strategies
Requested Category: Canadian Fixed Income
CIFSC Decision: Denied

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

Fund: Franklin Mutual US Shares Fund
Currently: Global Equity
Requested Category: US Equity
CIFSC Decision: U.S. Equity

Fund: Manulife Canadian Bond Plus Fund
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

Fund: Matco Energy Fund
Currently: Natural Resources Equity
Requested Category: Energy Equity
CIFSC Decision: Energy Equity

Fund: Redwood Pension Class Fund
Currently: Natural Resources
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Neutral Balanced

May

Results of Classification Reviews – May 29, 2014

Fund: Aston Hill Capital Growth Fund
Currently: Alternative Strategies
Requested Category: U.S. Equity
CIFSC Decision: Denied

Fund: Meritas Strategic Income Fund
Currently: Canadian Money Market
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Canadian Fixed Income Balanced

Fund: Russell Multi-Asset Growth & Income
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Neutral Balanced

Apr

Results of Classification Reviews – Apr 24, 2014

Fund: Aston Hill Short-Term Income Fund
Currently: Canadian Fixed Income
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Canadian Short Term Fixed Income

Fund: Exemplar Leaders Fund
Currently: Alternative Strategies
Requested Category: North American Equity
CIFSC Decision: Canadian Focused Equity

Fund: Manulife Canadian Bond Plus Fund
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Deferred

Fund: Russell Multi-Asset Growth & Income
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Neutral Balanced

Mar

Results of Classification Reviews – Mar 27, 2014

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

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

Fund: Front Street Global Opportunities Class
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Global Small/Mid Cap Equity
CIFSC Decision: Denied

Fund: Manulife Canadian Bond Plus Fund
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Deferred

Fund: Manulife Vaue Balanced Fund
Currently: Global Equity Balanced
Requested Category: Tactical Balanced
CIFSC Decision: Tactical Balanced

Fund: Marquest Focus Fund
Currently: Alternative Strategies
Requested Category: Canadian Focused Small/Mid Cap Equity
CIFSC Decision: Canadian Focused Small/Mid Cap Equity

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

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

Fund: Sun Life Granite Aggressive Seg
Currently: Canadian Neutral Balanced
Requested Category: Global Equity Balanced
CIFSC Decision: Global Equity Balanced

Fund: Sun Life Granite Balanced Seg
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Neutral Balanced

Fund: Sun Life Granite Conservative Seg
Currently: Canadian Neutral Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Global Fixed Income Balanced

Fund: Sun Life Granite Growth Seg
Currently: Canadian Neutral Balanced
Requested Category: Global Equity Balanced
CIFSC Decision: Global Equity Balanced

Fund: Sun Life Granite Moderate Seg
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Neutral Balanced

Fund: Trimark Canadian Endeavour Fund
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Denied

Feb

Results of Classification Reviews – Feb 27, 2014

Fund: Brandes Corporate Focus Bond Fund (Hedged/Unhedged)
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Global Fixed Income

Fund: Front Street Global Opportunities Class
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Global Small/Mid Cap Equity
CIFSC Decision: Canadian Focused Small/Mid Cap Equity

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

Fund: Manulife Balanced Income Private Trust/Pool
Currently: Canadian Fixed Income Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Global Fixed Income Balanced

Fund: Manulife Global Managed Volatility Fund
Currently: Global Equity
Requested Category: Global Balanced
CIFSC Decision: Tactical Balanced

Fund: Purpose High Interest Savings ETF (PSA)
Currently: Miscellaneous – Income & Real Property
Requested Category: Canadian Money Market
CIFSC Decision: Canadian Money Market

Fund: Purpose Tactical Hedged Equity Fund ETF (PHE)
Currently: Alternative Strategies
Requested Category: U.S. Equity
CIFSC Decision: Alternative Strategies

Fund: RBC Target 2017 Corporate Bond Index ETF (RQE)
Currently: Canadian Fixed Income
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Canadian Short Term Fixed Income

Jan

Results of Classification Reviews – Jan 23, 2014

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