New Fund Reviews

Results of New Fund Reviews

An investment fund is considered “new” from the date of its inception. Once the fund has registered with at least one of the data provider firms on the CIFSC, the fund is brought to the Committee’s monthly meeting for placement into the most appropriate category. The committee will estimate the most appropriate category based on the fund’s stated intentions (as described in the fund’s investment objective and strategy).

Select a year:

2008

Dec

Results of New Fund Reviews – Dec 18, 2008

Fund: BMO India Class
Category Placement: Miscellaneous

Fund: Franklin MENA
Category Placement: Miscellaneous

Fund: IA Ecxtra Canadian Equity (Jarislowsky)
Category Placement: Canadian Equity

Fund: Leith Wheeler Canadian Equity Fund
Category Placement: Canadian Equity

Fund: Leith Wheeler Fixed Income Fund
Category Placement: Canadian Fixed Income

Fund: Leith Wheeler U.S. Equity Fund
Category Placement: U.S. Equity

Fund: Leith Wheeler Unrestricted Diversified
Category Placement: Canadian Equity Balanced

Fund: RBC Private US Large Cap Equity Pool
Category Placement: U.S. Equity

Fund: Sionna Canadian Equity Pooled
Category Placement: Canadian Equity

Nov

Results of New Fund Reviews – Nov 27, 2008

Fund: Arrow Tetra US Long/Short Fund Class A
Category Placement: Alternative Strategies

Fund: BMO Global Energy Class
Category Placement: Natural Resources Equity

Fund: BMO International Value Class
Category Placement: International Equity

Fund: BMO LifeStage Plus 2017
Category Placement: 2020 Target Date Portfolio

Fund: BMO NB International Equity
Category Placement: International Equity

Fund: BMO SelectClass Agg Growth Port
Category Placement: Global Equity Balanced

Fund: BMO SelectClass Balanced Portfolio
Category Placement: Global Neutral Balanced

Fund: BMO SelectClass Growth Portfolio
Category Placement: Global Equity Balanced

Fund: BMO SelectClass Security Portfolio
Category Placement: Global Fixed Income Balanced

Fund: BMO Sustainable Climate Class
Category Placement: Miscellaneous

Fund: BMO Sustainable Opportunities Class
Category Placement: Global Equity

Fund: Desjardins Fn Pl Barclays Long Bd Idx
Category Placement: Canadian Long Term Fixed Income

Fund: Desjardins Fn Pl Barclays U.S. Eq Idx
Category Placement: U.S. Equity

Fund: EdgePoint Canadian Growth & Income Portfolio
Category Placement: Canadian Equity Balanced

Fund: EdgePoint Canadian Portfolio
Category Placement: Canadian Equity

Fund: EdgePoint Global Growth & Income Portfolio
Category Placement: Global Equity Balanced

Fund: EdgePoint Global Portfolio
Category Placement: Global Equity

Fund: iShares Alternatives Completion Portfolio Builder
Category Placement: Miscellaneous

Fund: iShares Conservative Core Portfolio Builder Fund
Category Placement: Global Fixed Income Balanced

Fund: iShares Global Completion Portfolio Builder Fund
Category Placement: Miscellaneous

Fund: iShares Growth Core Portfolio Builder Fund
Category Placement: Global Neutral Balanced

Fund: Jones Heward Canadian Small Cap Equity Pooled Fund
Category Placement: Canadian Small/Mid Cap Equity

Fund: Mac Universal Africa & Mid East Cl A
Category Placement: Miscellaneous

Fund: O’Leary Global Infrastructure Fund
Category Placement: Miscellaneous

Fund: Symmetry One Balanced Portfolio
Category Placement: Global Neutral Balanced

Fund: Symmetry One Conservative Portfolio
Category Placement: Global Fixed Income Balanced

Fund: Symmetry One Growth Portfolio
Category Placement: Global Equity Balanced

Fund: Symmetry One Moderate Growth Port
Category Placement: Global Equity Balanced

Fund: Symmetry One Reg Balanced Portfolio
Category Placement: Global Neutral Balanced

Fund: Symmetry One Reg Conservative Port
Category Placement: Global Fixed Income Balanced

Fund: Symmetry One Reg Growth Portfolio
Category Placement: Global Equity Balanced

Fund: Symmetry One Reg Moderate Growth Pt
Category Placement: Global Equity Balanced

Oct

Results of New Fund Reviews – Oct 23, 2008

Fund: 130/30 Mining L.P. Series A
Category Placement: Alternative Strategies

Fund: Creststreet Energy Opportunities Fund Series A
Category Placement: Alternative Strategies

Fund: GrowthWorks Commercialization 09
Category Placement: Retail Venture Capital

Fund: Hartford International Equity Fund
Category Placement: International Equity

Fund: PowerShares China ETF
Category Placement: Greater China Equity

Fund: PowerShares Emerging Markets Infrastructure ETF
Category Placement: Miscellaneous

Fund: PowerShares FTSE RAFI Developed Markets ETF
Category Placement: International Equity

Fund: PowerShares FTSE RAFI Emerging Markets ETF
Category Placement: Emerging Markets Equity

Fund: PowerShares Global Agriculture ETF
Category Placement: Miscellaneous

Fund: PowerShares Global Clean Energy ETF
Category Placement: Miscellaneous

Fund: Sceptre International Equity Fund Class A
Category Placement: International Equity

Sep

Results of New Fund Reviews – Sep 25, 2008

Fund: Claymore Global Infrastructure ETF
Category Placement: Miscellaneous

Fund: Claymore Global Real Estate ETF
Category Placement: Real Estate Equity

Fund: Desjardins Fin’l Monstrusco Bolton Canadian Small Cap Equity
Category Placement: Canadian Small/Mid Cap Equity

Fund: Palos Venture LP
Category Placement: Alternative Strategies

Fund: PH&N Mortgage Pension Trust Series O
Category Placement: Canadian Short Term Fixed Income

Fund: PowerShares Global Water ETF
Category Placement: Miscellaneous

Fund: ROI Global Supercycle A
Category Placement: Global Equity

Fund: TD Comfort Balanced Portfolio
Category Placement: Global Neutral Balanced

Fund: TD Comfort Conservative Portfolio
Category Placement: Global Fixed Income Balanced

Fund: TD Comfort Equity Portfolio
Category Placement: Global Equity

Fund: TD Comfort Growth Portfolio
Category Placement: Global Equity Balanced

Fund: TD Comfort Moderate Portfolio
Category Placement: Global Neutral Balanced

Aug

Results of New Fund Reviews – Aug 28, 2008

Fund: Barometer US Equity (US$)
Category Placement: U.S. Equity

Fund: Batirente North American Small Cap Equity Fund
Category Placement: North American Equity

Fund: CIBC Canadian T-Bill
Category Placement: Canadian Money Market

Fund: Manulife Global Opport. Balanced Fd
Category Placement: Global Equity Balanced

Fund: Palos Equity Income Fund
Category Placement: Alternative Strategies

Fund: Palos Majestic Commodity Fund LP
Category Placement: Alternative Strategies

Fund: Venator Income Fund
Category Placement: Alternative Strategies

Jul

Results of New Fund Reviews – Jul 31, 2008

Fund: ACM Debenture Fund One
Category Placement: Miscellaneous

Fund: ACM Mortgage Fund One
Category Placement: Miscellaneous

Fund: ACM Mortgage Fund Two
Category Placement: Miscellaneous

Fund: Assumption/AGF Dividend Income A
Category Placement: Canadian Dividend & Income Equity

Fund: Assumption/AGF Global Financ Serv Cl A
Category Placement: Financial Services Equity

Fund: Assumption/AGF International Stock Cl A
Category Placement: International Equity

Fund: Assumption/AGF U.S. Value Class A
Category Placement: U.S. Equity

Fund: Assumption/CI American Value A
Category Placement: U.S. Equity

Fund: Assumption/CI Global Small Companies A
Category Placement: Global Small/Mid Cap Equity

Fund: Assumption/CI Signature High Income A
Category Placement: Canadian Equity Balanced

Fund: Assumption/CI Synergy Global Corp Cl A
Category Placement: Global Equity

Fund: Assumption/Fidelity American Discip Eq A
Category Placement: U.S. Equity

Fund: Assumption/Fidelity Canadian Asset Allocation A
Category Placement: Canadian Equity Balanced

Fund: Assumption/Fidelity Monthly Income A
Category Placement: Canadian Neutral Balanced

Fund: Assumption/Fidelity NorhtStar A
Category Placement: Global Equity

Fund: Dynamic Alternative Opportunities Fund Series A
Category Placement: Alternative Strategies

Fund: Dynamic Power Global Navigator Class Series A
Category Placement: Global Small/Mid Cap Equity

Fund: HBP NASDAQ-100 Bear Plus ETF
Category Placement: Alternative Strategies

Fund: HBP NASDAQ-100 Bull Plus ETF
Category Placement: Alternative Strategies

Fund: HBP S&P 500 Bear Plus ETF
Category Placement: Alternative Strategies

Fund: HBP S&P 500 Bull Plus ETF
Category Placement: Alternative Strategies

Fund: HBP US 30-year Bond Bear Plus ETF
Category Placement: Alternative Strategies

Fund: HBP US 30-year Bond Bull Plus ETF
Category Placement: Alternative Strategies

Fund: HBP US Dollar Bear Plus ETF
Category Placement: Alternative Strategies

Fund: HBP US Dollar Bull Plus ETF
Category Placement: Alternative Strategies

Fund: IA Clarington Target Click 2030 Series A
Category Placement: 2020+ Target Date Portfolio

Fund: IG Putnam U.S. High Yield Income – C
Category Placement: High Yield Fixed Income

Fund: MLI AXA Rosenberg Global Equity Trust Fund
Category Placement: Global Equity

Fund: MLI BGI U.S. Equity Index Fund
Category Placement: U.S. Equity

Fund: MLI Brandywine International Equity Fund
Category Placement: International Equity

Fund: MLI Daily High Interest Fund
Category Placement: Miscellaneous

Fund: MLI FGP Small Cap Canadian Equity Fund
Category Placement: Canadian Small/Mid Cap Equity

Fund: MLI Focused International Stock Fund (Carnegie)
Category Placement: International Equity

Fund: MLI Greystone Balanced Fund
Category Placement: Canadian Neutral Balanced

Fund: MLI Greystone Canadian Equity Fund
Category Placement: Canadian Equity

Fund: MLI JPMorgan Global Intrepid Fund
Category Placement: Global Equity

Fund: MLI Pyramis Global Real Estate Fund
Category Placement: Real Estate Equity

Fund: MLI Scheer Rowlett Canadian Equity Fund
Category Placement: Canadian Equity Balanced

Fund: MLI Templeton Global Stock Trust Fund
Category Placement: Global Equity

Fund: MLI Trimark Global Balanced Fund
Category Placement: Global Equity Balanced

Fund: MLI U.S. Diversified Growth Equity Fund (Wellington)
Category Placement: U.S. Equity

Fund: Quadrus London Cap Glo Real Est – Q
Category Placement: Real Estate Equity

Fund: Quotential Diversified Income Portfolio Series A
Category Placement: Canadian Fixed income Balanced

Fund: Sprott All Cap Fund Series A
Category Placement: Canadian Equity

Fund: Sprott Peak Oil Fund Class A
Category Placement: Natural Resources Equity

Fund: Templeton Global Income Fund Series A C$
Category Placement: Global Neutral Balanced

Jun

Results of New Fund Reviews – Jun 26, 2008

Fund: Acuity Pooled 130/30 Fund
Category Placement: Alternative Strategies

Fund: BluMont Augen Limited Partnership 2008
Category Placement: Miscellaneous

Fund: BluMont Auge Quebec Ltd Partnership 2008
Category Placement: Miscellaneous

Fund: BMO Harris Emerging markets Equity Fund
Category Placement: Emerging Markets Equity

Fund: BMO U.S. High Yield Bond Fund
Category Placement: High Yield Fixed income

Fund: Dynamic Power Global Balanced Class Series A C$
Category Placement: Global Neutral Balanced

Fund: Ethical Canadian Stock
Category Placement: Canadian Equity

Fund: Fiera Market Neutral Equity Fund Class A
Category Placement: Alternative Strategies

Fund: Fiera Tactical Fixed income
Category Placement: Canadian Fixed Income

Fund: Franklin Templeton T-Bill Yield Class Series A
Category Placement: Miscellaneous

Fund: IA Global Equity (Small Cap) (DB)
Category Placement: Global Small/Mid Cap Equity

Fund: La Capitale American Equity
Category Placement: U.S. Equity

Fund: La Capitale Can Balanced Mng – Dynamic
Category Placement: Global Equity Balanced

Fund: La Capitale Canadian Bond
Category Placement: Canadian Fixed Income

Fund: La Capitale Canadian Equity
Category Placement: Canadian Equity

Fund: La Capitale Global Balanced Mng – AGF
Category Placement: Global Equity

Fund: La Capitale International Equity
Category Placement: International Equity

Fund: La Capitale US Equity Mng – Dynamic
Category Placement: U.S. Equity

Fund: Manulife Global Natural Resources
Category Placement: Natural Resources Equity

Fund: Middlefield Commodities and Agriculture Class
Category Placement: Natural Resources Equity

Fund: Middlefield Precious Metals Class
Category Placement: Precious Metals Equity

Fund: National Bank Money Market (MTG)
Category Placement: Canadian Money Market

Fund: Redwood Global Small Cap Fund
Category Placement: Global Small/Mid Cap Equity

Fund: Standard Life Dividend Growth & Income Portfolio A
Category Placement: Global Neutral Balanced

Fund: Standard Life Global Portfolio A Series
Category Placement: Global Equity

Fund: Standard Life India Equity Focus Fund A Series
Category Placement: Miscellaneous

Fund: Stone & Co. EuroPlus Dividend Growth Fund Series A
Category Placement: European Equity

Fund: Stone Agribusiness Fund
Category Placement: Miscellaneous

May

Results of New Fund Reviews – May 22, 2008

Fund: AIC Value Leaders Balanced Growth port Cl A C$
Category Placement: Global Neutral Balanced

Fund: AIC Value Leaders Balanced Income Port Cl A C$
Category Placement: Global Fixed Income Balanced

Fund: AIC Value Leaders Growth Portfolio Class A C$
Category Placement: Global Equity Balanced

Fund: AIC Value Leaders Maximum Growth Portfolio Cl A C$
Category Placement: Global Equity

Fund: Capital International – Cdn Core Plus Fixed Inc A
Category Placement: Global Fixed Income

Fund: CI Short-Term Advantage Corp Class
Category Placement: Miscellaneous

Fund: ETFCM Global Portfolio Solutions
Category Placement: Alternative Strategies

Fund: Exemplar Canadian Focus Port Cl – A
Category Placement: Alternative Strategies

Fund: Exemplar Global Opport Port Cl – A
Category Placement: Alternative Strategies

Fund: INVESCO Trimark Retirement Payout 2023 Portfolio
Category Placement: Miscellaneous

Fund: INVESCO Trimark Retirement Payout 2028 Portfolio
Category Placement: Miscellaneous

Fund: INVESCO Trimark Retirement Payout 2033 Portfolio
Category Placement: Miscellaneous

Fund: INVESCO Trimark Retirement Payout 2038 Portfolio
Category Placement: Miscellaneous

Fund: JOV Fiera Balanced Tactical Portfolio
Category Placement: Tactical Balanced

Fund: JOV Fiera Conservative Tactical Portfolio
Category Placement: Tactical Balanced

Fund: JOV Fiera Growth Tactical Portfolio
Category Placement: Tactical Balanced

Fund: Man Glenwood Focus (MC) A
Category Placement: Alternative Strategies

Fund: Marquest Deacon Growth Class A
Category Placement: Canadian Small/Mid Cap Equity

Apr

Results of New Fund Reviews – April 24, 2008

Fund: AIC Brookfield Redding Global Infrastructure Corp
Category Placement: Miscellaneous

Fund: ASG Hotels Real Estate Investment Trust
Category Placement: Miscellaneous

Fund: Astra APM Balanced
Category Placement: Global Neutral Balanced

Fund: Astra CORMEL Balanced
Category Placement: Global Neutral Balanced

Fund: Claymore 1-5 Yr Laddered Govt Bond ETF Comm
Category Placement: Canadian Short Term Fixed Income

Fund: Claymore Equal Weight Banc&Lifeco Trust
Category Placement: Financial Services Equity

Fund: Claymore Inves Premium Money Market ETF
Category Placement: Canadian Money Market

Fund: Edenview Investment Partnership
Category Placement: Miscellaneous

Fund: Hillsdale Suite Class A
Category Placement: Alternative Strategies

Fund: Mac Cundill Global Dividend Fund Series A C$
Category Placement: Global Equity

Fund: Mac Sentinel Diversified Income Fund Ser A C$
Category Placement: Global Equity Balanced

Fund: Mac Unv Global Infrastructure Fund Series A C$
Category Placement: Miscellaneous

Fund: Mac Unv U.S. Dividend Income (Hdg) Series A C$
Category Placement: U.S. Equity

Fund: Mac Unv U.S> Dividend Income (Unhedged) Sr A C$
Category Placement: U.S. Equity

Fund: MFC Global investment Management Pooled Canadian Active Long Bond Fund
Category Placement: Canadian Long Term Fixed Income

Fund: MFC Global Investment Management Pooled Canadian Active Universe Fund
Category Placement: Canadian Fixed Income

Fund: MFC Global Investment Management Pooled Global Equity Fund
Category Placement: Global Equity

Fund: Sentry Select Precious Metals Growth Class Ser A
Category Placement: Precious Metals Equity

Mar

Results of New Fund Reviews – March 27, 2008

Fund: Arrow AFC Capital Fund Class A
Category Placement: Alternative Strategies

Fund: Astra Howson Tattersall Small Cap Equity
Category Placement: Canadian Small/Mid Cap Equity

Fund: Astra UBS Global High Income
Category Placement: Global Neutral Balanced

Fund: Bissett U.S. Focus Corporate Class A C$
Category Placement: U.S. Equity

Fund: Desjardins Capital Yield Bond Fund
Category Placement: Miscellaneous

Fund: Desjardins Enhance Alternative Investments
Category Placement: Alternative Strategies

Fund: First Trust Veritas Canadian Select Portfolio Cl A
Category Placement: Canadian Equity

Fund: HBP DJ-AIG Agriculture Bear + ETF
Category Placement: Alternative Strategies

Fund: HBP DJ-AIG Agriculture Bull + ETF
Category Placement: Alternative Strategies

Fund: Raymond James Canadian Focus Picks
Category Placement: Canadian Equity

Fund: Russell Retirement Essentials Portfolio Class B
Category Placement: Global Fixed Income Balanced

Feb

Results of New Fund Reviews – Feb 28, 2008

Fund: AIC Global Banks
Category Placement: Financial Services Equity

Fund: AIC Global Insurance
Category Placement: Financial Services Equity

Fund: AIC Global Real Estate
Category Placement: Real Estate Equity

Fund: AIC Global Wealth Management
Category Placement: Financial Services Equity

Fund: Ark Aston Hill Energy Class
Category Placement: Natural Resources Equity

Fund: Ark Aston Hill Monthly Income Class
Category Placement: Canadian Equity Balanced

Fund: Ark Aston Hill Opportunities Class
Category Placement: Canadian Focused Equity

Fund: Assumption Money Market
Category Placement: Canadian Money Market

Fund: Claymore Global Yield Hog
Category Placement: Miscellaneous

Fund: CMP Gold Trust
Category Placement: Precious Metals Equity

Fund: Dynamic CMP Gold Trust (diluted)
Category Placement: Precious Metals Equity

Fund: DynamicEdge Balanced Growth Portfolio A C$
Category Placement: Global Equity Balanced

Fund: DynamicEdge Equity Portfolio A C$
Category Placement: Global Equity

Fund: DynamicEdge Growth Portfolio A C$
Category Placement: Global Equity Balanced

Fund: Jov Prosperity Canadian Equity A
Category Placement: Canadian Equity

Fund: Jov Prosperity Canadian Fixed Inc A
Category Placement: Canadian Fixed Income

Fund: Jov Prosperity International Equ A
Category Placement: International Equity

Fund: Jov Prosperity US Equity A
Category Placement: U.S. Equity

Fund: Lawrence Income & Growth Fund Class A
Category Placement: Global Neutral Balanced

Fund: Quebec Professionals Dividend
Category Placement: Canadian Dividend and Income Equity

Fund: ROI Private Placement Fund Series A
Category Placement: Miscellaneous

Fund: Scotia Global Climate Change
Category Placement: Miscellaneous

Fund: Sprott Global Market neutral Fund Class A
Category Placement: Alternative Strategies

Fund: Webb Enhanced Growth Fund
Category Placement: Canadian Focused Equity

Fund: Webb Enhanced Income Fund
Category Placement: Global Equity Balanced

Fund: Working Opp Commercialization 08
Category Placement: Retail Venture Capital

Jan

Results of New Fund Reviews – Jan 24, 2008

Fund: AGF Canadian All Cap Equity
Category Placement: Canadian Equity

Fund: AGF Global Balanced High Income
Category Placement: Global Neutral Balanced

Fund: AGF Global High Income
Category Placement: Global Equity

Fund: Alto MI Global Growth Port A
Category Placement: Global Equity

Fund: Barometer Equity Pool A
Category Placement: Global Equity

Fund: Barometer Global Tactical Balanced Pool
Category Placement: Tactical Balanced

Fund: BluMont Augen Limited Partnership 2007-1
Category Placement: Miscellaneous

Fund: BluMont Augen Resource Strategy Inc
Category Placement: Natural Resources Equity

Fund: CI Cambridge Canadian Eqt Corp Cl
Category Placement: Canadian Equity

Fund: CI Cambridge Canadian Asset Allocation CC
Category Placement: Canadian Equity Balanced

Fund: CI Cambridge Global Eqt CC
Category Placement: Canadian Equity Balanced

Fund: Claymore Global Agriculture ETF
Category Placement: Miscellaneous

Fund: Covington Venture Cap Protected Sr IX
Category Placement: Retail Venture Capital

Fund: Covington Venture Cap protected Sr VIII
Category Placement: Retail Venture Capital

Fund: DFA Global Real Estate Securities Fund Class A
Category Placement: Real Estate Equity

Fund: Fidelity Income Replacement 2019 Portfolio
Category Placement: Miscellaneous

Fund: Fidelity Income Replacement 2021 Portfolio
Category Placement: Miscellaneous

Fund: Fidelity Income Replacement 2023 Portfolio
Category Placement: Miscellaneous

Fund: Fidelity Income Replacement 2025 Portfolio
Category Placement: Miscellaneous

Fund: Fidelity Income Replacement 2027 Portfolio
Category Placement: Miscellaneous

Fund: Fidelity Income Replacement 2029 Portfolio
Category Placement: Miscellaneous

Fund: Fidelity Income Replacement 2031 Portfolio
Category Placement: Miscellaneous

Fund: Fidelity Income Replacement 2033 Portfolio
Category Placement: Miscellaneous

Fund: Fidelity Income Replacement 2035 Portfolio
Category Placement: Miscellaneous

Fund: Fidelity Income Replacement 2037 Portfolio
Category Placement: Miscellaneous

Fund: HBP COMEX Gold Bullion Bear + ETF
Category Placement: Alternative Strategies

Fund: HBP COMEX Gold Bullion Bull + ETF
Category Placement: Alternative Strategies

Fund: HBP NYMEX Crude Oil Bear + ETF
Category Placement: Alternative Strategies

Fund: HBP NYMEX Crude Oil Bull + ETF
Category Placement: Alternative Strategies

Fund: HBP NYMEX Natural Gas Bear + ETF
Category Placement: Alternative Strategies

Fund: HBP NYMEX Natural Gas Bull + ETF
Category Placement: Alternative Strategies

Fund: HBP S&P/TSX Global Mining Bear + ETF
Category Placement: Alternative Strategies

Fund: HBP S&P/TSX Global Mining Bull + ETF
Category Placement: Alternative Strategies

Fund: ING DIRECT Streetwise Balanced Fund
Category Placement: Global Neutral Balanced

Fund: ING DIRECT Streetwise Balanced Growth Fund
Category Placement: Global Equity Balanced

Fund: ING DIRECT Streetwise Balanced Income Fund
Category Placement: Canadian Fixed Income Balanced

Fund: Inv Global Real Estate Fund A
Category Placement: Real Estate Equity

Fund: JOV Winslow Global Green Growth
Category Placement: Global Equity

Fund: Mackenzie Destination + 2015-A
Category Placement: 2015 Target Date Portfolio

Fund: Mackenzie Destination + 2020-A
Category Placement: 2020 Target Date Portfolio

Fund: Mackenzie Destination + 2025-A
Category Placement: 2020+ Target Date Portfolio

Fund: Marquest Global Equity
Category Placement: Global Equity

Fund: Morgan Meighen Balanced Pooled
Category Placement: Canadian Neutral Balanced

Fund: Morgan Meighen Global Pooled
Category Placement: Global Equity

Fund: Omega Consensus American Equity
Category Placement: U.S. Equity

Fund: Saxon Global Small Cap
Category Placement: Global Small/Mid Cap Equity

Fund: Saxon Microcap
Category Placement: Global Small/Mid Cap Equity

Fund: Saxon U.S. Small Cap
Category Placement: U.S. Small/Mid Cap Equity

Fund: Sentry Select Global Real Estate Fund
Category Placement: Real Estate Equity

Fund: Titan Aggressive Equity Portfolio Series A
Category Placement: Global Equity

Fund: Titan Balanced Growth Portfolio Series A
Category Placement: Global Equity Balanced

Fund: Titan Balanced Income Portfolio Series A
Category Placement: Canadian Neutral Balanced

Fund: Titan Balanced Portfolio Series A
Category Placement: Global Equity Balanced

Fund: Titan Conservative Portfolio Series A
Category Placement: Canadian Fixed income Balanced

Fund: Titan Growth Portfolio Series A
Category Placement: Global Equity Balanced