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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2018

Dec

Results of Classification Reviews – Dec 20, 2018

Fund: Cortland Credit Strategies L.P.
Currently: Alternative Strategies
Requested Category: Miscellaneous – Income and Real Property
CIFSC Decision: Approved

Nov

Results of Classification Reviews – Nov 22, 2018

Fund: Desjardins SocieTerra Positive Change Fund
Currently: International Equity
Requested Category: Global Equity
CIFSC Decision: Approved

 

Fund: iA Global Asset Allocation Opportunity (iAIM)
Currently: Canadian Equity Balanced
Requested Category: Global Equity Balanced
CIFSC Decision: Approved

 

Fund: London Life Pathways Global Core Plus Bond Fund
Currently: Canadian Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Approved

 

Fund: London Life Pathways Global Multi Sector Bond Fund
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Approved

 

Fund: Lysander-Fulcra Corporate Securities Fund
Currently: Global Fixed Income Balanced
Requested Category: High Yield Fixed Income
CIFSC Decision: Approved

 

Oct

Results of Classification Reviews – Oct 25, 2018

Fund: Fidelity Frontier Emerging Markets Fund Series B
Currently: Emerging Markets Equity
Requested Category: Geographic Equity
CIFSC Decision: Approved

Fund: imaxx Global Fixed Pay Fund Class A0
Currently: Global Equity
Requested Category: Global Equity Balanced
CIFSC Decision: Approved

Sep

Results of Classification Reviews – Sep 26, 2018

Fund: Barometer High Income (Cayman) Fund Ltd. Class A
Currently: Alternative Strategies
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: BMO Government Bond Index ETF (ZGB)
Currently: Canadian Short Term Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: Global Iman Fund Series A
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: MarshallZehr First Mortgage Fund LP Class F
Currently: Canadian Short Term Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Denied

Aug

Results of Classification Reviews – Aug 23, 2018

Fund: AGF Total Return Bond Fund Mutual Fund Series
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Denied

Fund: Dynamic Value Balanced Fund Series A
Currently: Global Equity Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Approved

Fund: Invesco Active Multi-Sector Credit Series A
Currently: High Yield Fixed Income
Requested Category: Global Corporate Fixed Income
CIFSC Decision: Approved

Fund: Investors North American Equity Fund Series C
Currently: North American Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Approved

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

Jul

Results of Classification Reviews – July 26, 2018

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

Fund: Educators Monitored Conservative Portfolio – Class A
Currently: Global Fixed Income Balanced
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Approved

Fund: Limpid Three Strategies Fund Series B
Currently: Alternative Strategies
Requested Category: Tactical Balanced
CIFSC Decision: Approved

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

Jun

Results of Classification Reviews – June 28, 2018

Fund: Limpid Three Strategies Fund Series A
Currently: Alternative Strategies
Requested Category: Tactical Balanced
CIFSC Decision: Deferred

Fund: Mawer Tax Effective Balanced Fund Series A
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: PIMCO Monthly Income Fund Series A
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Approved

Fund: PIMCO Unconstrained Bond Fund (Canada) Series A
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Approved

May

Results of Classification Reviews – May 24, 2018

Fund: Connor, Clark & Lunn Core Income and Growth Fund Series A
Currently: Tactical Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Denied

Fund: IA Clarington Tactical Income Fund Series T6
Currently: Tactical Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Approved

Fund: Investors U.S. Opportunities Fund Series C
Currently: U.S. Equity
Requested Category: U.S. Small/Mid Cap Equity
CIFSC Decision: Approved

Fund: Symmetry Balanced Portfolio Series A
Currently: Global Neutral Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Approved

Fund: TD Retirement Balanced Portfolio – Investor Series
Currently: Global Equity Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Denied

Fund: TD Retirement Conservative Portfolio – Investor Series
Currently: Global Equity Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Denied

Fund: TD US$ Retirement Portfolio – Investor U$
Currently: Global Equity Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Denied

Fund: Trimark Global Endeavour Fund Series A
Currently: Global Equity
Requested Category: Global Small/Mid Cap Equity
CIFSC Decision: Deferred

Apr

Results of Classification Reviews – Apr 26, 2018

Fund: Fidelity Global Asset Allocation Currency Neutral Private Pool Series B
Currently: Tactical Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Fidelity Global Asset Allocation Private Pool Series B
Currently: Tactical Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Franklin Liberty Canadian Investment Grade Corporate ETF
Currently: Canadian Fixed Income
Requested Category: Canadian Corporate Fixed Income
CIFSC Decision: Approved

Fund: Franklin Liberty Core Balanced ETF
Currently: Global Neutral Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Approved

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

Fund: La Capitale Small Capitalization Canadian Equity (Dynamic)
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Focused Small/Mid Cap Equity
CIFSC Decision: Approved

Fund: Mackenzie Core Plus Canadian Fixed Income ETF
Currently: Canadian Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: Next Edge Bio-Tech Plus Fund Class A
Currently: Alternative Strategies
Requested Category: Sector Equity
CIFSC Decision: Approved

Fund: TD Retirement Balanced Portfolio – Investor Series
Currently: Global Equity Balanced
Requested Category: Miscellaneous – Other
CIFSC Decision: Deferred

Fund: TD Retirement Conservative Portfolio – Investor Series
Currently: Global Equity Balanced
Requested Category: Miscellaneous – Other
CIFSC Decision: Deferred

Fund: TD US$ Retirement Portfolio – Investor U$
Currently: Global Equity Balanced
Requested Category: Miscellaneous – Other
CIFSC Decision: Deferred

Mar

Results of Classification Reviews – Mar 22, 2018

Fund: BMO Core Plus Bond Fund Series A
Currently: Canadian Corporate Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

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

Fund: Dynamic Alternative Managed Risk Private Pool Class Series F
Currently: Alternative Strategies
Requested Category: Tactical Balanced
CIFSC Decision: Approved

Fund: NBI Global Real Assets Income Fund Investor Series
Currently: Real Estate Equity
Requested Category: Global Infrastructure Equity
CIFSC Decision: Approved

Fund: Ninepoint Canadian Senior Debt Fund Class A
Currently: High Yield Fixed Income
Requested Category: Alternative Strategies
CIFSC Decision: Approved

Fund: Ninepoint Diversified Bond Fund Series A
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Approved

Feb

Results of Classification Reviews – Feb 22, 2018

Fund: Connor, Clark & Lunn Core Income and Growth Fund Series A
Currently: Tactical Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Deferred

Fund: Dynamic Dividend Advantage Fund Series A
Currently: Canadian Focused Equity
Requested Category: Canadian Dividend & Income Equity
CIFSC Decision: Approved

Fund: Loomis Sayles Strategic Monthly Income Fund Series A
Currently: Global Fixed Income Balanced
Requested Category: Global Fixed Income
CIFSC Decision: Denied

Jan

Results of Classification Reviews – Jan 24, 2018

Fund: Exemplar Leaders Fund Series A
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Equity
CIFSC Decision: Denied

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

Fund: Mackenzie Global Sustainability and Impact Balanced Fund Series A
Currently: Tactical Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved