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:

2016

Dec

Results of Classification Reviews – Dec 22, 2016

Fund: Caldwell Income Fund Series A
Currently: Canadian Fixed Income Balanced
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: AIP Canadian Enhanced Income Class Series A
Currently: Canadian Neutral Balanced
Requested Category: Canadian Fixed Income
CIFSC Decision: Deferred

Nov

Results of Classification Reviews – Nov 24, 2016

Fund: Connected Wealth Core Income Class Series A
Currently: Canadian Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Approved

Fund: Dynamic Global Strategic Yield Fund Series A
Currently: Tactical Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Denied

Oct

Results of Classification Reviews – Oct 27, 2016

Fund: AIP Canadian Enhanced Income Class Series A
Currently: Canadian Neutral Balanced
Requested Category: Canadian Fixed Income
CIFSC Decision: Deferred

Fund: SSQ Celestia Conservative GIF Basic
Currently: Canadian Fixed Income Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Sep

Results of Classification Reviews – Sep 22, 2016

Fund: Canada Life Balanced Allocation Fund (PSG) Generations
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: AIP Canadian Enhanced Income Class Series A
Currently: Canadian Neutral Balanced
Requested Category: Canadian Fixed Income
CIFSC Decision: Deferred

Fund: Quadrus Diversified Fixed Income Folio Fund Quadrus Series
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Aug

Results of Classification Reviews – Aug 25, 2016

Fund: Renaissance Multi-Asset Global Balanced Private Pool Premium Class
Currently: Tactical Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Denied

Fund: BMO US Put Write ETF
Currently: Alternative Strategies
Requested Category: Miscellaneous – Income and Real Property
CIFSC Decision: Approved

Fund: Desjardins SocieTerra CleanTech Fund A Class
Currently: Sector Equity
Requested Category: Global Small/Mid Cap Equity
CIFSC Decision: Approved

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

Jul

Results of Classification Reviews – Jul 28, 2016

Fund: CI Signature Diversified Yield Fund (Class A units)
Currently: Global Neutral Balanced
Requested Category: Tactical Balanced
CIFSC Decision: Deferred

Fund: CI Signature High Income Fund (Class A units)
Currently: Global Neutral Balanced
Requested Category: Tactical Balanced
CIFSC Decision: Deferred

Fund: Renaissance Multi-Asset Global Balanced Income Private Pool Premium Class
Currently: Tactical Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Fund: Renaissance Multi-Asset Global Balanced Private Pool Premium Class
Currently: Tactical Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Denied

Fund: Sun Daily Interest Fund
Currently: Miscellaneous – Income and Real Property
Requested Category: Canadian Money Market
CIFSC Decision: Approved

Fund: Sun Strategic Income
Currently: Miscellaneous – Income and Real Property
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: NexGen Canadian Cash Tax Managed Fund Regular Series 1151
Currently: Miscellaneous – Income and Real Property
Requested Category: Canadian Money Market
CIFSC Decision: Approved

Fund: Scotia Income Advantage Fund – Series A
Currently: Canadian neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Purpose Premium Yield Fund – Series A
Currently: Alternative Strategies
Requested Category: Miscellaneous – Income and Real Property
CIFSC Decision: Approved

Jun

Results of Classification Reviews – Jun 23, 2016

Fund: Lysander-Crusader Equity Income Fund
Currently: Canadian Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Canadian Small/Mid Cap Equity

Fund: (Purpose) Investment Grade Managed Duration Income Fund
Currently: Canadian Fixed Income
Requested Category: Preferred Share Fixed Income
CIFSC Decision: Denied

Fund: Trimark Global Diversified Income Fund Series A
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

May

Results of Classification Reviews – May 26, 2016

Fund: Lysander-Crusader Equity Income Fund
Currently: Canadian Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Deferred

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

Fund: Russell Mutli-Asset Growth Strategy Class
Currently: Global Equity
Requested Category: Global Equity Balanced
CIFSC Decision: Approved

Fund: IA Ecoflextra GS U.S. Equity (Sarbit)
Currently: U.S. Equity
Requested Category: U.S. Small/Mid Cap Equity
CIFSC Decision: Approved

Fund: (Purpose) Investment Grade Managed Duration Income Fund
Currently: Canadian Fixed Income
Requested Category: Preferred Share Fixed Income
CIFSC Decision: Deferred

Apr

Results of Classification Reviews – Apr 28, 2016

Fund: Dynamic Global Value Fund Series A
Currently: Global Small/Mid Cap Equity
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: Russell Multi-Asset Growth Strategy Series B
Currently: Global Equity
Requested Category: Global Equity Balanced
CIFSC Decision: Approved

Fund: Dynamic Tactical Bond Private Pool Series F
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: Dynamic Premium Bond Private Pool Series F
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Approved

Mar

Results of Classification Reviews – Mar 26, 2016

Fund: RBC North American Value Fund
Currently: North American Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Approved

Fund: Redwood Floating Rate Preferred Fund
Currently: Canadian Dividend & Income Equity
Requested Category: Preferred Share Fixed Income
CIFSC Decision: Approved

Fund: Canoe Global Balanced Fund
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Excel High Income Fund
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Denied

Fund: BMO Asian Growth and Income Fund
Currently: Asia Pacific Equity
Requested Category: Asia Pacific ex-Japan Equity
CIFSC Decision: Approved

Fund: Manulife Canadian Growth and Income Private Trust
Currently: Canadian Equity Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Approved

Fund: Dynamic Premium Bond Private Pool
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Deferred

Fund: Lissom Owners Fund
Currently: Canadian Equity
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: Lissom Owners RRSP Fund
Currently: Miscellaneous – Other
Requested Category: Global Equity Balanced
CIFSC Decision: Approved

Fund: Lissom Owners Opportunities Fund
Currently: Canadian Small/Mid Cap Equity
Requested Category: Global Small/Mid Cap Equity
CIFSC Decision: Approved

Feb

Results of Classification Reviews – Feb 25, 2016

Fund: Scotia Canadian Small Cap Fund – Series A
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Small/Mid Cap Equity
CIFSC Decision: Canadian Small/Mid Cap Equity

Fund: Dynamic Power Small Cap Fund Series A
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Small/Mid Cap Equity
CIFSC Decision: Canadian Small/Mid Cap Equity

Fund: Harvest Canadian income & Growth Fund Series A
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Equity Balanced
CIFSC Decision: Denied

Jan

Results of Classification Reviews – Jan 28, 2016

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

Fund: London Life Smaller Company Fund (Mackenzie)
Currently: Global Small/Mid Cap Equity
Requested Category: North American Equity
CIFSC Decision: Global Small/Mid Cap Equity

Fund: Great-West Life Smaller Company Fund (Mackenzie)
Currently: Global Small/Mid Cap Equity
Requested Category: North American Equity
CIFSC Decision: Global Small/Mid Cap Equity

Fund: CC&L Universe Bond Alpha Plus
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Canadian Fixed Income