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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2020

Aug

Results of Classification Reviews – Aug 27, 2020

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

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

Jul

Results of Classification Reviews – July 23, 2020

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

Fund: Encasa Equity Fund Series A
Currently: Canadian Focused Equity
Requested Category: Global Equity
CIFSC Decision: Approved

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

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

Jun

Results of Classification Reviews – June 25, 2020

Fund: AGF Canadian Growth Equity Class Mutual Fund Series
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Equity
CIFSC Decision: Approved

Fund: Empire Life Strategic Corporate Bond GIF – 75/75 – Class K
Currently: High Yield Fixed Income
Requested Category: Global Corporate Fixed Income
CIFSC Decision: Approved

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

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

Fund: IG Mackenzie Canadian Small/Mid Cap Fund Series C
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Small/Mid Cap Equity
CIFSC Decision: Approved

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

Fund: IG Managed Risk Portfolio Class – Income Balanced A
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

May

Results of Classification Reviews – May 29, 2020

Fund: NEI Global Sustainable Balanced Fund A
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

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

Fund: Stone Global Sustainability Fund Series A
Currently: European Equity
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: Fulcra Credit Opportunities Fund Class B
Currently: High Yield Fixed Income
Requested Category: Alternative Credit Focused
CIFSC Decision: Approved

Mar

Results of Classification Reviews – Mar 26, 2020

Fund: Purpose Structured Equity Yield Portfolio Series A
Currently: North American Equity
Requested Category: Global Equity
CIFSC Decision: Denied

Fund: The McElvaine Investment Trust Series B
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Alternative Equity Focused
CIFSC Decision: Approved

Feb

Results of Classification Reviews – Feb 27, 2020

Fund: Empire Life Strategic Corporate Bond GIF – 75/75 – Class K
Currently: High Yield Fixed Income
Requested Category: Global Corporate Fixed Income
CIFSC Decision: Approved

Fund: Mackenzie Global Environmental Equity Fund Series A
Currently: Global Small/Mid Cap Equity
Requested Category: Global Equity
CIFSC Decision: Denied

Fund: Purpose Structured Equity Yield Portfolio Series A
Currently: North American Equity
Requested Category: Global Equity
CIFSC Decision: Deferred

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

Fund: United Enhanced Income Pool (Class W units)
Currently: Global Fixed Income Balanced
Requested Category: Tactical Balanced
CIFSC Decision: Approved

Jan

Results of Classification Reviews – Jan 23, 2020

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

Fund: Franklin Quotential Balanced Income Portfolio Series A
Currently: Global Neutral Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

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

Fund: IA Wealth Moderate Portfolio Series A
Currently: Global Neutral Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

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

Fund: Manulife TD Diversified Monthly Income GIF
Currently: Canadian Equity Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Approved

Fund: RBC Target 2020 Education Fund Series A
Currently: Short Term Target Date Portfolio
Requested Category: Canadian Money Market
CIFSC Decision: Approved