Reclassification Results

Results of New Fund Reviews

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2019

Dec

Results of Classification Reviews – Dec 19, 2019

Fund: iA Core Plus Bond SRP 75/75 & My Education+
Currently: Canadian Fixed Income
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Approved

Fund: iA Fidelity Global Concentrated Equity SRP 75/75 & My Education+
Currently: Global Neutral Balanced
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: IA Wealth High Growth Portfolio Series A
Currently: Global Equity
Requested Category: Global Equity Balanced
CIFSC Decision: Approved

Nov

Results of Classification Reviews – Nov 28, 2019

Fund: CIBC Conservative Fixed Income Pool Series A
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: CIBC Core Fixed Income Pool Series A
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: Invesco Diversified Yield Class Series P
Currently: Canadian Equity Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Denied

Fund: Timbercreek Global Real Estate Income Fund Series A
Currently: Real Estate Equity
Requested Category: Global Equity Balanced
CIFSC Decision: Deferred

Oct

Results of Classification Reviews – Oct 24, 2019

Fund: Desjardins SocieTerra Global Bond Fund I-Class
Currently: Global Fixed Income
Requested Category: Global Corporate Fixed Income
CIFSC Decision: Approved

Fund: IPC Income Essentials Portfolio Series A
Currently: Canadian Fixed Income Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Fund: Manulife Fundamental Equity Class Advisor Series
Currently: Canadian Focused Equity
Requested Category: Canadian Equity
CIFSC Decision: Approved

Sep

Results of Classification Reviews – Sep 25, 2019

Fund: Beutel Goodman Core Plus Bond Fund Class D
Currently: Canadian Corporate Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: Evolve Automobile Innovation Index Fund (CARS.B) – Unhedged
Currently: Sector Equity
Requested Category: Global Equity
CIFSC Decision: Denied

Fund: Evolve Cyber Security Index Fund (CYBR) – Hedged
Currently: Sector Equity
Requested Category: Global Equity
CIFSC Decision: Denied

Fund: Evolve E-Gaming Index ETF – Hedged ETF Units
Currently: Sector Equity
Requested Category: Global Equity
CIFSC Decision: Denied

Fund: Evolve Global Healthcare Enhanced Yield Fund (LIFE.B) – Unhedged
Currently: Sector Equity
Requested Category: Global Equity
CIFSC Decision: Denied

Fund: Evolve Global Materials & Mining Enhanced Yield Index ETF – Unhedged ETF Units
Currently: Sector Equity
Requested Category: Global Equity
CIFSC Decision: Denied

Fund: Evolve Marijuana Fund – Unhedged ETF Units
Currently: Sector Equity
Requested Category: Global Equity
CIFSC Decision: Denied

Fund: MD Precision Balanced Income Portfolio Series A
Currently: Canadian Neutral Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

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

Fund: Sun Life Infrastructure Fund Series A
Currently: Global Infrastructure Equity
Requested Category: Global Equity
CIFSC Decision: Approved

Aug

Results of Classification Reviews – Aug 22, 2019

Fund: CI First Asset High Interest Savings ETF
Currently: Miscellaneous – Other
Requested Category: Canadian Money Market
CIFSC Decision: Approved

Fund: Ninepoint High Interest Savings Fund Series A
Currently: Canadian Short Term Fixed Income
Requested Category: Canadian Money Market
CIFSC Decision: Approved

Fund: Purpose Enhanced Premium Yield Fund Series A
Currently: Energy Equity
Requested Category: Miscellaneous – Income & Real Property
CIFSC Decision: Approved

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

Fund: Wise Growth ETF Portfolio C
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Jul

Results of Classification Reviews – July 25, 2019

Fund: AGF Global Real Assets Mutual Fund Series
Currently: Precious Metals Equity
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: Evolve Active Global Fixed Income Fund
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Global Corporate Fixed Income

Fund: IG Managed Payout Portfolio Series A
Currently: Canadian Fixed Income Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Fund: IG Managed Payout Portfolio with Enhanced Growth Series A
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: IG Managed Payout Portfolio with Growth Series A
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Investors International Small Cap Fund Series F
Currently: Global Small/Mid Cap Equity
Requested Category: International Equity
CIFSC Decision: Denied

Fund: Manulife Multifactor U.S. Mid Cap Index ETF – Hedged Units
Currently: U.S. Equity
Requested Category: U.S. Small/Mid Cap Equity
CIFSC Decision: Approved

Fund: Manulife Value Balanced Fund Advisor Series
Currently: Tactical Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Denied

Fund: MD Strategic Yield Fund Series A
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Approved

Fund: Sun Life Opportunistic Fixed Income Fund Series A
Currently: Alternative Multi-Strategy
Requested Category: Alternative Credit Focused
CIFSC Decision: Approved

Jun

Results of Classification Reviews – June 27, 2019

Fund: Evolve Active Core Fixed Income Fund – Unhedged ETF Units
Currently: Canadian Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

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

Fund: Franklin Strategic Income Fund Series A
Currently: High Yield Fixed Income
Requested Category: Global Fixed Income
CIFSC Decision: Approved

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

Fund: Tangerine Dividend Portfolio
Currently: Global Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Approved

May

Results of Classification Reviews – May 23, 2019

Fund: EHP Guardian Alternative Fund Class A
Currently: Alternative Equity Focused
Requested Category: Alternative Market Neutral
CIFSC Decision: Alternative Multi-Strategy

Fund: EHP Guardian Fund Class A (Master Series)
Currently: Alternative Equity Focused
Requested Category: Alternative Market Neutral
CIFSC Decision: Alternative Multi-Strategy

Fund: EHP Guardian International Alternative Fund Class A
Currently: Alternative Equity Focused
Requested Category: Alternative Market Neutral
CIFSC Decision: Alternative Multi-Strategy

Fund: EHP Guardian International Fund
Currently: Alternative Equity Focused
Requested Category: Alternative Market Neutral
CIFSC Decision: Alternative Multi-Strategy

Apr

Results of Classification Reviews – Apr 25, 2019

Fund: London Life U.S. Mid Cap (London Capital)
Currently: U.S. Equity
Requested Category: U.S. Small/Mid Cap Equity
CIFSC Decision: Approved

Fund: RBC Select Conservative Portfolio Series A
Currently: Tactical Balanced
Requested Category: Global Fixed Income BalancedMiscellaneous – Income and Real Property
CIFSC Decision: Approved

Fund: Raintree Preservation Fund Series A
Currently: Alternative Strategies
Requested Category: Tactical BalancedMiscellaneous – Income and Real Property
CIFSC Decision: Deferred

Mar

Results of Classification Reviews – Mar 28, 2019

Fund: Cambridge Bond Fund (Class I units)
Currently: Global Fixed Income
Requested Category: Canadian Fixed Income
CIFSC Decision: Approved

Fund: Capstone Non-Traditional Equity Pool Fund Class F
Currently: Global Equity
Requested Category: Alternative StrategiesMiscellaneous – Income and Real Property
CIFSC Decision: Approved

Fund: Dynamic Real Estate & Infrastructure Income Fund Series A
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Alternative StrategiesMiscellaneous – Income and Real Property
CIFSC Decision: Approved

Fund: Investors International Small Cap Fund Series F / Investors International Small Cap Class Series A
Currently: Global Small/Mid Cap Equity
Requested Category: International EquityMiscellaneous – Income and Real Property
CIFSC Decision: Denied

Fund: National Bank Opus Balanced Fund
Currently: Global Equity Balanced
Requested Category: Global Neutral BalancedMiscellaneous – Income and Real Property
CIFSC Decision: Approved

Fund: Phillips, Hager & North Long Bond Pension Trust Series O
Currently: Miscellaneous – Other
Requested Category: Canadian Long Term Fixed IncomeMiscellaneous – Income and Real Property
CIFSC Decision: Approved

Fund: Raintree Preservation Fund Series A
Currently: Alternative Strategies
Requested Category: Tactical BalancedMiscellaneous – Income and Real Property
CIFSC Decision: Deferred

Fund: RBC Select Conservative Portfolio Series A
Currently: Global Neutral Balanced
Requested Category: Global Fixed Income BalancedMiscellaneous – Income and Real Property
CIFSC Decision: Tactical Balanced

Fund: Signature Dividend Fund (Class A units)
Currently: Global Equity Balanced
Requested Category: Canadian Equity BalancedMiscellaneous – Income and Real Property
CIFSC Decision: Denied

Fund: Signature Income & Growth Fund (Class A units)
Currently: Global Neutral Balanced
Requested Category: Canadian Neutral BalancedMiscellaneous – Income and Real Property
CIFSC Decision: Denied

Feb

Results of Classification Reviews – Feb 28, 2019

Fund: IG Managed Risk Portfolio – Income Focus A
Currently: Canadian Fixed Income Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Fund: Invesco S&P International Developed Low Volatility Index ETF
Currently: Global Equity
Requested Category: International EquityMiscellaneous – Income and Real Property
CIFSC Decision: Approved

Fund: Loomis Sayles Strategic Monthly Income Fund Series A
Currently: Global Fixed Income Balanced
Requested Category: Global Fixed IncomeMiscellaneous – Income and Real Property
CIFSC Decision: Approved

Jan

Results of Classification Reviews – Jan 24, 2019

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

Fund: Dynamic International Equity Fund Series A
Currently: Global Equity
Requested Category: International Equity
CIFSC Decision: Approved