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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2015

Dec

Results of Classification Reviews – Dec 17, 2015

Fund: Sprott Enhanced Equity Class
Currently: Global Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Canadian Focused Equity

Fund: London Life Mortgage (Portico)
Currently: Canadian Short Term Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

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

Fund: SSQ Lazard Global Infrastructure GIF
Currently: Miscellaneous – Other
Requested Category: Global Equity
CIFSC Decision: Global Equity

Fund: Manulife Canadian Monthly Income Fund & Class
Currently: Canadian Equity Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Canadian Neutral Balanced

Fund: London Life Growth Equity (Laketon)
Currently: Canadian Focused Equity
Requested Category: Canadian Equity
CIFSC Decision: Canadian Equity

Fund: Quadrus Mid Cap Canada Fund (GWLIM)
Currently: North American Equity
Requested Category: Canadian Focused Small/Mid Cap Equity
CIFSC Decision: Canadian Focused Small/Mid Cap Equity

Fund: LL Harmonized Special Equity
Currently: Global Neutral Balanced
Requested Category: Miscellaneous – Other
CIFSC Decision: Miscellaneous – Other

Fund: Aston Hill Capital Growth Fund
Currently: U.S. Equity
Requested Category: Miscellaneous – Other
CIFSC Decision: Miscellaneous – Other

Nov

Results of Classification Reviews – Nov 26, 2015

Fund: Aston Hill Capital Growth Fund
Currently: U.S. Equity
Requested Category: Miscellaneous – Other
CIFSC Decision: Miscellaneous – Other

Fund: Mackenzie Canadian Money Market Class
Currently: Canadian Synthetic Money Market
Requested Category: Canadian Money Market
CIFSC Decision: Canadian Money Market

Fund: Sentry Growth and Income Fund
Currently: Global Equity Balanced
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Canadian Dividend & Income Equity

Fund: Cambridge High Income Fund
Currently: Global Equity Balanced
Requested Category: Tactical Balanced
CIFSC Decision: Tactical Balanced

Fund: Dynamic Value Fund of Canada
Currently: North American Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Denied

Oct

Results of Classification Reviews – Oct 22, 2015

Fund: National Bank Small Cap Fund
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Small/Mid Cap Equity
CIFSC Decision: Canadian Small/Mid Cap Equity

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

Sep

Results of Classification Reviews – Sep 24, 2015

Fund: CI U.S. Income Pool
Currently: U.S. Equity
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Global Fixed Income Balanced

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

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

Fund: Investors Canadian Money Market Class
Currently: Canadian Synthetic Money Market
Requested Category: Canadian Money Market
CIFSC Decision: Canadian Money Market

Fund: Manulife Growth Opportunities Fund
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Small/Mid Cap Equity
CIFSC Decision: Canadian Small/Mid Cap Equity

Aug

Results of Classification Reviews – Aug 25, 2015

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

Fund: Desjardins Global Inflation Linked Bond Fund
Currently: Miscellaneous – Income & Real Property
Requested Category: Global Fixed Income
CIFSC Decision: Global Fixed Income

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

Fund: Fidelity Global Intrinsic Value Class
Currently: Global Equity
Requested Category: Global Small/Mid Cap Equity
CIFSC Decision: Global Small/Mid Cap Equity

Fund: First Asset Active Credit ETF
Currently: Global Fixed Income
Requested Category: High Yield Fixed Income
CIFSC Decision: High Yield Fixed Income

Fund: RBC U.S. Monthly Income Fund
Currently: Global Neutral Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Denied

Fund: Russell Global Smaller Companies Pool (formerly known as Russell Smaller Companies Pool)
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Global Small /Mid Cap Equity
CIFSC Decision: Global Small/Mid Cap Equity

Fund: Sun Life MFS Balanced Growth Fund
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Denied

Jul

Results of Classification Reviews – Jul 23, 2015

Fund: AHF Credit Opportunities Fund
Currently: High Yield Fixed Income
Requested Category: Alternative Strategies
CIFSC Decision: Alternative Strategies

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

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

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

Fund: Aston Hill Voya Floating Rate Income Fund
Currently: Alternative Strategies
Requested Category: Floating Rate Loan
CIFSC Decision: Floating Rate Loan

Fund: Desjardins SocieTerra Environment Fund
Currently: Canadian Equity
Requested Category: Global Equity
CIFSC Decision: Global Equity

Fund: IA Clarington Tactical Bond Class
Currently: High Yield Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Global Fixed Income

Fund: IA Clarington Tactical Bond Fund
Currently: High Yield Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Global Fixed Income

Jun

Results of Classification Reviews – Jun 25, 2015

Fund: Dynamic Corporate Bond Strategies Class
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income

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

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

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

Fund: Front Street U.S. Equity Class
Currently: North American Equity
Requested Category: U.S. Equity
CIFSC Decision: Denied

May

Results of Classification Reviews – May 28, 2015

Fund: IA Clarington Global Opportunities Fund
Currently: Global Small/Mid Cap Equity
Requested Category: Global Equity
CIFSC Decision: Denied

Fund: Yorkville Enhanced Protections Class
Currently: Global Equity
Requested Category: North American Equity
CIFSC Decision: North American Equity

Apr

Results of Classification Reviews – Apr 23, 2015

Fund: IA Clarington Tactical Bond Fund
Currently: High Yield Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Deferred

Fund: Investors US Dividend Registered Fund
Currently: US Equity
Requested Category: Global Equity Balanced
CIFSC Decision: Global Equity Balanced

Fund: Meritage Growth Class Portfolio
Currently: Canadian Neutral Balanced (already in Global Neutral Balanced)
Requested Category: Global Neutral Balanced
CIFSC Decision: Global Neutral Balanced

Mar

Results of Classification Reviews – Mar 26, 2015

Fund: RBC Target 2015 Education Fund
Currently: 2015 Target Date Portfolio
Requested Category: Canadian Money Market
CIFSC Decision: Canadian Money Market

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

Feb

Results of Classification Reviews – Feb 28, 2015

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

Fund: AGF Income Focus Fund
Currently: Global Fixed Income Balanced
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Deferred

Fund: Desjardins Ibrix Canadian Equity Focus Fund
Currently: Canadian Focused Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Canadian Dividend & Income Equity

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

Fund: Sun Life Managed Enhanced Income Portfolio
Currently: Global Neutral Balanced
Requested Category: Tactical Balanced
CIFSC Decision: Tactical Balanced

Fund: Sun Life Managed Income Portfolio
Currently: Global Neutral Balanced
Requested Category: Tactical Balanced
CIFSC Decision: Tactical Balanced

Jan

Results of Classification Reviews – Jan 29, 2015

 

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

Fund: RBC Target 2018 Corporate Bond Index ETF (RQF)
Currently: Canadian Fixed Income
Requested Category: Canadian Short-Term Fixed Income
CIFSC Decision: Canadian Short-Term Fixed Income