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:

2017

Dec

Results of Classification Reviews – December 21, 2017

Fund: Dynamic Blue Chip Equity Fund Series A
Currently: North American Equity
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: Dynamic iShares Active Tactical Bond ETF
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: Fiera Capital High Income Fund Series D
Currently: Canadian Dividend & Income Equity
Requested Category: Canadian Equity Balanced
CIFSC Decision: Approved

Fund: Fiera Capital Income Opportunities Fund Series A
Currently: Alternative Strategies
Requested Category: High Yield Fixed Income
CIFSC Decision: Approved

Fund: Loomis Sayles Global Diversified Corporate Bond Class ROC Series A
Currently: Canadian Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Approved

Nov

Results of Classification Reviews – November 23, 2017

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

Fund: VPI Value Pool
Currently: Miscellaneous – Other
Requested Category: Global Equity
CIFSC Decision: Denied

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

Fund: Desjardins Tactical Balanced Fund
Currently: Canadian Neutral Balanced
Requested Category: Tactical Balanced
CIFSC Decision: Approved

Oct

Results of Classification Reviews – October 26, 2017

Fund: Educators U.S. Equity Fund Class A
Currently: Canadian Focused Equity
Requested Category: U.S. Equity
CIFSC Decision: Approved

Fund: GWL Mortgage (Portico) NL
Currently: Canadian Short Term Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Deferred

Fund: London Life Canadian Low Volatility (London Capital)
Currently: Canadian Focused Equity
Requested Category: Canadian Equity
CIFSC Decision: Approved

Fund: Manulife Global Balanced Fund Advisor Series
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Meritas Monthly Dividend and Income Fund Series A
Currently: Canadian Dividend & Income Equity
Requested Category: Canadian Equity
CIFSC Decision: Approved

Sep

Results of Classification Reviews – September 28, 2017

Fund: GWL Unconstrained Fixed Income (Mackenzie) 75/75
Currently: Alternative Strategies
Requested Category: High Yield Fixed Income
CIFSC Decision: Approved

Fund: LON Unconstrained Fixed Income (Mackenzie) 75/75
Currently: Alternative Strategies
Requested Category: High Yield Fixed Income
CIFSC Decision: Approved

Fund: London Life Cambridge All Cdn Equity (CI)
Currently: Canadian Focused Equity
Requested Category: Canadian Equity
CIFSC Decision: Approved

Fund: London Life Global Monthly Income (London Capital)
Currently: Canadian Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Aug

Results of Classification Reviews – Aug 25, 2017

Fund: Canada Life Global Income (Sentry) Generations
Currently: Canadian Equity Balanced
Requested Category: Global FIxed Income Balanced
CIFSC Decision: Approved

Fund: GWL Global Income (Sentry) NL
Currently: Canadian Equity Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Fund: IA Ecoflex Selection Aggressive
Currently: Canadian Focused Equity
Requested Category: Global Equity Balanced
CIFSC Decision: Approved

Fund: London Life Global Income (Sentry)
Currently: Canadian Equity Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Jul

Results of Classification Reviews – July 27, 2017

Fund: Canada Life Fidelity NorthStar Balanced Generations [S191]
Currently: Global Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Goodman & Co. Partners Strategy Series A
Currently: North American Equity
Requested Category: Alternative Strategies
CIFSC Decision: Approved

Fund: GWL Global Low Volatility (ILIM) NL
Currently: North American Equity
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: GWL Global Monthly Income (London Capital) 75/75
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Heward Canadian Dividend Growth Fund Series O
Currently: Canadian Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Approved

Fund: IA Clarington Core Plus Bond Fund Series A
Currently: Canadian Fixed Income
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Approved

Fund: Loomis Sayles Global Diversified Corporate Bond Fund Series A
Currently: Canadian Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Approved

Jun

Results of Classification Reviews – June 22, 2017

Fund: Meritage Dynamic Growth Income Portfolio – Advisor Series/DSC
Currently: Global Equity Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Approved

Fund: Meritage Dynamic Growth Portfolio – Advisor Series/DSC
Currently: Global Equity Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Approved

Fund: Meritage Growth Portfolio – Advisor Series/DSC
Currently: Global Neutral Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Approved

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

Fund: Goodman & Co. Core Equity Strategy
Currently: Global Equity
Requested Category: North American Equity
CIFSC Decision: Approved

May

Results of Classification Reviews – May 25, 2017

Fund: Centurion Apartment Real Estate Investment Trust – Class A
Currently: Real Estate Equity
Requested Category: Miscellaneous – Income and Real Property
CIFSC Decision: Approved

Fund: IA Clarington Tactical Bond Fund Series A
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: Investors Fixed Income Flex Portfolio Series A
Currently: Canadian Fixed Income
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Approved

Fund: Timbercreek Four Quadrant Global Real Estate Partners LP Class A
Currently: Real Estate Equity
Requested Category: Miscellaneous – Income and Real Property
CIFSC Decision: Approved

Apr

Results of Classification Reviews – Apr 20, 2017

Fund: Aston Hill Total Return Fund Series A
Currently: Miscellaneous – Other
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: Investors Fixed Income Flex Portfolio Series A
Currently: Canadian Fixed Income
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Deferred

Mar

Results of Classification Reviews – Mar 23, 2017

Feb

Results of Classification Reviews – Feb 23, 2017

Fund: Dynamic Canadian Asset Allocation Class Series A
Currently: Canadian Equity Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Approved

Fund: Fidelity Balanced Managed Risk Portfolio – Series A
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Fidelity Conservative Managed Risk Portfolio – Series A
Currently: Global Neutral Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Fund: Lysander-Canso Bond Fund Series A
Currently: Canadian Short Term Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: Mackenzie Unconstrained Bond ETF
Currently: Alternative Strategies
Requested Category: High Yield Fixed Income
CIFSC Decision: Approved

Fund: Mackenzie Unconstrained Fixed Income Fund Series A
Currently: Alternative Strategies
Requested Category: High Yield Fixed Income
CIFSC Decision: Approved

Fund: Portfolio Series Balanced Fund (Class A units)
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Select 40i60e Managed Portfolio Corporate Class (Class A shares)
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Symmetry Moderate Growth Portfolio Series A
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

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

Jan

Results of Classification Reviews – Jan 26, 2017

Fund: Manulife Canadian Focused Fund Advisor Series
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Approved

Fund: Heward Equity Fund Class O
Currently: Global Neutral Balanced
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: Heward Canadian Dividend Growth Fund Series O
Currently: Canadian Dividend & Income Equity
Requested Category: Canadian Equity
CIFSC Decision: Approved

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

Fund: Heward Income Fund Class A
Currently: Canadian Neutral Balanced
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: Heward Global Leaders Fund Class A
Currently: Global Equity
Requested Category: Global Equity
CIFSC Decision: No Change