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:
2009
Dec
Results of New Fund Reviews – Dec 18, 2009
| Fund: | Acorn Diversified Trust |
| Category Placement: | Alternative Strategies |
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| Fund: | CCL North American Financials Capital Securities Trust |
| Category Placement: | Miscellaneous |
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| Fund: | Ethical Select Canadian Balanced Portfolio |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | HAP Income Plus – A |
| Category Placement: | Alternative Strategies |
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| Fund: | Horizons AlphaPro Seasonal Rotation ETF |
| Category Placement: | Alternative Strategies |
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| Fund: | IA Ecxtra Canadian Balanced (QV) |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | IA Ecxtra Global Equity |
| Category Placement: | Global Equity |
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| Fund: | IA Ecxtra International Equity |
| Category Placement: | International Equity |
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| Fund: | IA Ecxtra U.S. Equity |
| Category Placement: | U.S. Equity |
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| Fund: | IA Ecxtra U.S. Equity (Sarbit) |
| Category Placement: | U.S. Equity |
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| Fund: | Man Canada AHL DP Investment |
| Category Placement: | Alternative Strategies |
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| Fund: | Tapestry Balanced Growth Private Portfolio Corporate Class – A |
| Category Placement: | Alternative Strategies |
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| Fund: | Tapestry Balanced Income Private Portfolio Corporate Class – A |
| Category Placement: | Alternative Strategies |
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| Fund: | Tapestry Diversified Income Private Portfolio Corporate Class – A |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Tapestry Global Balanced Private Portfolio Corporate Class – A |
| Category Placement: | Alternative Strategies |
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| Fund: | Tapestry Global Growth Private Portfolio Corporate Class – A |
| Category Placement: | Alternative Strategies |
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| Fund: | Tapestry Growth Private Portfolio Corporate Class – A |
| Category Placement: | Alternative Strategies |
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Nov
Results of New Fund Reviews – Nov 26, 2009
| Fund: | Acuity Pooled Corporate Bond Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Aurion Global Opportunities Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Bernstein Global Blend Equity |
| Category Placement: | Global Equity |
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| Fund: | Bissett Canadian Core Plus Bond |
| Category Placement: | Canadian Fixed Income |
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| Fund: | BMO Emerging Markets Equity Index ETF |
| Category Placement: | Emerging Markets Equity |
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| Fund: | BMO GDN Asset Allocation Fund |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | BMO GDN Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | BMO GDN European Fund |
| Category Placement: | European Equity |
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| Fund: | BMO GDN Money Market Fund |
| Category Placement: | Canadian Money Market |
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| Fund: | BMO GDN Resource Fund |
| Category Placement: | Natural Resources Equity |
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| Fund: | BMO GDN U.S. Dollar Money Market Fund |
| Category Placement: | U.S. Money Market |
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| Fund: | BMO GDN U.S. Dollar Monthly Income Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | BMO High Yield US Corp Bond Hedged to CAD ETF |
| Category Placement: | High Yield Fixed Income |
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| Fund: | BMO International Equity Hedged to CAD Index ETF |
| Category Placement: | International Equity |
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| Fund: | BMO S&P/TSX Equal Weight Banks Index ETF |
| Category Placement: | Financial Services Equity |
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| Fund: | BMO S&P/TSX Equal Weight Global Base Metals ETF |
| Category Placement: | Natural Resources Equity |
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| Fund: | BMO S&P/TSX Equal Weight Oil & Gas Index ETF |
| Category Placement: | Natural Resources Equity |
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| Fund: | BMO Short Corporate Bond Index ETF |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | BMO Short Federal Bond Index ETF |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | BMO Short Provincial Bond Index ETF |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | CI Signature Diversified Yield |
| Category Placement: | Miscellaneous |
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| Fund: | Criterion Canadian Convertible Bond Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Dynamic Real Estate & Infras Income A |
| Category Placement: | Real Estate Equity |
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| Fund: | Excel BRIC Fund |
| Category Placement: | Emerging markets Equity |
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| Fund: | FÉRIQUE Dividend Fund |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Goodman & Company Canadian Value Strategy |
| Category Placement: | Canadian Equity |
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| Fund: | Goodman & Company Equity Income Strategy |
| Category Placement: | Global Equity |
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| Fund: | Goodman & Company Global Value Strategy |
| Category Placement: | Global Equity |
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| Fund: | Goodman & Company Growth Strategy |
| Category Placement: | Canadian Equity |
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| Fund: | HSBC Indian Equity Fund |
| Category Placement: | Miscellaneous |
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| Fund: | IA Clarington Inhance Balanced SRI Portfolio |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | IA Clarington Inhance Canadian Equity SRI |
| Category Placement: | Canadian Equity |
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| Fund: | IA Clarington Inhance Conservative SRI |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | IA Clarington Inhance Global Equity SRI |
| Category Placement: | Global Equity |
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| Fund: | IA Clarington Inhance Growth SRI Portfolio |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | IA Clarington Inhance Monthly Income SRI Fund |
| Category Placement: | Canadian Fixed income |
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| Fund: | IA Clarington Tactical Income Class |
| Category Placement: | Tactical Balanced |
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| Fund: | Insignia Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | iShares CDN MSCI World Index Fund |
| Category Placement: | Global Equity |
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| Fund: | Mac All-Sector Canadian Equity Series A |
| Category Placement: | Canadian Equity |
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| Fund: | Mac Maxxum All-Canadian Dividend Cl A |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Mac Sentinel Strategic Income Class Series |
| Category Placement: | Miscellaneous |
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| Fund: | Mawer Global Equity Fund Class A |
| Category Placement: | Global Equity |
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| Fund: | Natcan Canadian Equity Growth |
| Category Placement: | Canadian Equity |
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| Fund: | North Growth U.S. Equity Advisor Fund |
| Category Placement: | U.S. Equity |
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| Fund: | O’Leary Founder’s Series Income & Growth Fund |
| Category Placement: | Miscellaneous |
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| Fund: | PowerShares Canadian Dividend Index Class SC |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | PowerShares FTSE RAFI Canadian Fundamental Index Class SC |
| Category Placement: | Canadian Equity |
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| Fund: | PowerShares FTSE RAFI Emerging Markets Fundamental Class SC |
| Category Placement: | Emerging Markets Equity |
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| Fund: | PowerShares Global Agriculture Class SC |
| Category Placement: | Miscellaneous |
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| Fund: | PowerShares Global Clean Energy Class SC |
| Category Placement: | Miscellaneous |
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| Fund: | PowerShares Global Gold and Precious Metals Class SC |
| Category Placement: | Precious Metals Equity |
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| Fund: | PowerShares Global Water Class SC |
| Category Placement: | Miscellaneous |
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| Fund: | PowerShares Golden Dragon China Class SC |
| Category Placement: | Greater China Equity |
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| Fund: | Renaissance Corp Bond Cap Yield |
| Category Placement: | Canadian Fixed income |
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| Fund: | The K2 Principal Trust Class |
| Category Placement: | Alternative Strategies |
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Oct
Results of New Fund Reviews – Oct 22, 2009
| Fund: | Auspice Diversified Commodity |
| Category Placement: | Alternative Strategies |
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| Fund: | iShares CDN MSCI Emerging Markets Index Fund |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Manulife Canadian Equity Index Fund Series O |
| Category Placement: | Canadian Equity |
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| Fund: | North Pole Multi-Strategy Series A |
| Category Placement: | Alternative Strategies |
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| Fund: | Pender Corporate Bond A |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Pender Small Cap Opportunities A |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | Russell Canadian Dividend Class B C$ |
| Category Placement: | Canadian Dividend & income Equity |
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| Fund: | SSgA Active Canadian Universe Bond |
| Category Placement: | Canadian Fixed Income |
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| Fund: | SSgA Canadian Real Return Bond |
| Category Placement: | Canadian Inflation Protected Fixed Income |
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| Fund: | United US Equity Alpha Corporate Class E |
| Category Placement: | U.S. Equity |
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Sep
Results of New Fund Reviews – Sep 26, 2009
| Fund: | Investors Cornerstone I Portfolio C |
| Category Placement: | Canadian Shirt Term Fixed Income |
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| Fund: | Manulife Mawer Global Equity Class Advisor Series |
| Category Placement: | Global Equity |
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| Fund: | Norrep Yield Fund Series A |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Pier 21 Worldwide Equity Strategy |
| Category Placement: | Global Equity |
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| Fund: | Sceptre U.S. Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Scotia Bond Fund |
| Category Placement: | Canadian Fixed income |
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| Fund: | Shoreline Energy Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Skylon Gold STAR LP |
| Category Placement: | Alternative Strategies |
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| Fund: | SSGA Enhanced Canadian Long Term Bond Fund |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | TD Advantage Equity Portfolio – I |
| Category Placement: | Global Equity |
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| Fund: | Vertex Enhanced Income – B |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Vertex Growth – B |
| Category Placement: | North American Equity |
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| Fund: | Vertex Value – B |
| Category Placement: | North American Equity |
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Aug
Results of New Fund Reviews – Aug 27, 2009
| Fund: | Aurion Income Opportunities Fund Class A |
| Category Placement: | Alternative Strategies |
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| Fund: | Cornerstone Global Gov Bond Real Return C$ |
| Category Placement: | Alternative Strategies |
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| Fund: | Dynamic Strategic Gold Class Series A C$ |
| Category Placement: | Miscellaneous |
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| Fund: | Investors International Equity Fund A |
| Category Placement: | International Equity |
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| Fund: | Manulife Canadian Balanced Growth Fund Advisor Ser |
| Category Placement: | Canadian neutral Balanced |
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| Fund: | Manulife Investment Savings Fund Advisor Series |
| Category Placement: | Canadian Money Market |
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| Fund: | Middlefield Groppe Tactical Energy Class |
| Category Placement: | Natural Resources Equity |
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| Fund: | Norrep Yield A Series |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Pathway Flex Div & Inc Gr Ser A Regular |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | ROI Canadian Top 20 Picks Fund Series A |
| Category Placement: | Canadian Equity |
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| Fund: | TD Advantage Balanced Portfolio – Investor Series |
| Category Placement: | Global Neutral Balanced |
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| Fund: | TD Advantage Conservative Portfolio – Investors Sr |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | TD Advantage Growth portfolio – Investor Series |
| Category Placement: | Global Equity Balanced |
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| Fund: | TD Advantage Moderate Portfolio – Investor Series |
| Category Placement: | Global Neutral Balanced |
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Jul
Results of New Fund Reviews – Jul 23, 2009
| Fund: | Allegro Balanced Growth Canada Focus Port Cl A |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Allegro Balanced Growth Portfolio Class A |
| Category Placement: | Global Equity Balanced |
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| Fund: | Allegro Balanced Portfolio Class A |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Allegro Growth Canada Focus Portfolio Class A |
| Category Placement: | Canadian Focused Equity |
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| Fund: | Allegro Growth Portfolio Class A |
| Category Placement: | Global Equity |
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| Fund: | DFS Beutel Goodman Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | DFS Beutel Goodman Income Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | DFS Foresight 30/70 Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | DFS Foresight 40/60 Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | DFS Foresight 50/50 Portfolio |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | DFS Foresight 60/40 Portfolio |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | DFS Foresight 75/25 Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | DFS Foresight 85/15 Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | Fiera Canadian Equity Growth |
| Category Placement: | Canadian Equity |
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| Fund: | HBP COMEX Silver ETF |
| Category Placement: | |
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| Fund: | HBP Winter-Term NYMEX Crude Oil ETF |
| Category Placement: | |
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| Fund: | HBP Winter-Term NYMEX Natural Gas ETF |
| Category Placement: | |
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| Fund: | Man Canada AHL Alpha Fund Class A |
| Category Placement: | Alternative Strategies |
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| Fund: | MFi Balanced Fund |
| Category Placement: | Canadian neutral Balanced |
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| Fund: | MFi Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | MFi Energy Fund |
| Category Placement: | Natural Resources Equity |
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| Fund: | Morgan Stanley international Growth Equity II |
| Category Placement: | International Equity |
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| Fund: | Navina/Lazard U.S. High Yield Bond Class A |
| Category Placement: | High Yield Fixed Income |
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| Fund: | NxT EQ35 Income & Growth |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | NxT EQ60 Balanced |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | NxT EQ75 Balanced Growth |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | ROI Canadian Top 20 Picks Fund |
| Category Placement: | Canadian Equity |
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| Fund: | SEI U.S. High Yield Bond Fund – O Class |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Wellington Mgmt Emerging Markets Equity – PF |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Wellington Mgmt Global Smaller Companies – PF |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Wellington Mgmt Special Equity |
| Category Placement: | Global Equity |
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Jun
Results of New Fund Reviews – Jun 26, 2009
| Fund: | Allegro Balanced Growth Canada Focus Portfolio Class |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Allegro Balanced Growth Portfolio Class |
| Category Placement: | Global Equity Balanced |
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| Fund: | Allegro Balanced Portfolio Class |
| Category Placement: | Canadian Focused Equity |
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| Fund: | Allegro Growth Portfolio Class |
| Category Placement: | Global Equity |
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| Fund: | BMO Canadian Government Bond Index ETF |
| Category Placement: | Canadian Fixed income |
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| Fund: | BMO Dow Jones Canada Titans 60 Index ETF |
| Category Placement: | Canadian Equity |
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| Fund: | BMO Dow Jones Diamonds Index ETF |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | BMO MatchMaker Savings Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | BMO US Equity ETF |
| Category Placement: | U.S. Equity |
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| Fund: | Friedberg Asset Allocation Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Investors International Equity Fund |
| Category Placement: | International Equity |
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| Fund: | Mac Sentinel North American Corp Bond Class |
| Category Placement: | Miscellaneous |
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| Fund: | Mac Sentinel Registered North American Corp Bond Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Mac Sentinel Short-Term Government Bond Fund A |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Norrep Resources Class of Norrep Opportunities Corp |
| Category Placement: | Natural Resources Equity |
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| Fund: | Palos Credit Fund LP |
| Category Placement: | Global Fixed Income |
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| Fund: | PH&N Inflation-Linked Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Sparten Arbitrage Fund LP CL B |
| Category Placement: | Alternative Strategies |
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| Fund: | Standard Life Ideal Money Market II |
| Category Placement: | Canadian Money Market |
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May
Results of New Fund Reviews – May 28, 2009
| Fund: | Caldwell High Income Equity Fund |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | DKAM Capital Ideas LP |
| Category Placement: | Alternative Strategies |
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| Fund: | Exemplar Diversified Portfolio A |
| Category Placement: | Alternative Strategies |
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| Fund: | First Asset – Preferred Share Investment Trust |
| Category Placement: | Miscellaneous |
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| Fund: | GrowthWorks Canadian Fund (CMDF 618) |
| Category Placement: | Retail Venture Capital |
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| Fund: | GrowthWorks Canadian Fund (CMDF 619) |
| Category Placement: | Retail Venture Capital |
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| Fund: | Manulife International Equity Index Fund Series O |
| Category Placement: | International Equity |
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| Fund: | Manulife International Large Cap Class Series O |
| Category Placement: | International Equity |
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| Fund: | Middlefield Global Agriculture Class |
| Category Placement: | Miscellaneous |
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| Fund: | Omega Global Opportunities Fund Series A |
| Category Placement: | Global Equity |
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| Fund: | Pembroke Canadian Growth |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | Pembroke US Growth |
| Category Placement: | U.S. Small/Mid Cap Equity |
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Apr
Results of New Fund Reviews – April 23, 2009
| Fund: | AIC Preferred Income Fund |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | CDA Canadian Bond Fund Corporate Class (CI) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | CDA Corporate Bond Fund Corporate Class (CI) |
| Category Placement: | High Yield Fixed Income |
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| Fund: | CDA Income and Growth Fund Corporate Class (CI) |
| Category Placement: | Global Neutral Balanced |
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| Fund: | CGF Canadian Heavyweight Equity Class |
| Category Placement: | Canadian Equity |
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| Fund: | CGF Global Heavyweight Equity Class |
| Category Placement: | Global Equity |
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| Fund: | CGF Income and Equity Class |
| Category Placement: | Canadian Income Trust Equity |
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| Fund: | CGF International Heavyweight Equity Class |
| Category Placement: | International Equity |
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| Fund: | CGF US Heavyweight Equity Class |
| Category Placement: | U.S. Equity |
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| Fund: | CGOV US Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Guardian Canadian Short Term Investment |
| Category Placement: | Canadian Money Market |
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| Fund: | Horizon AlphaPro Managed Gartman Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | IG Mac Global Precious Metals Class |
| Category Placement: | Precious Metals Equity |
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| Fund: | MFS Global Equity |
| Category Placement: | Global Equity |
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| Fund: | Professionals’ Emerging Markets Equity Fund |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Scotia Cassels Canadian Equity Class |
| Category Placement: | Canadian Equity |
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| Fund: | Scotia Cassels Short-Mid Gov’t Bond Class |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Scotia Cassels U.S. Equity Class |
| Category Placement: | U.S. Equity |
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| Fund: | United Canadian Equity Alpha Corporate Class |
| Category Placement: | Canadian Equity |
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| Fund: | Wellington Mgmt Global Perspectives |
| Category Placement: | Global Small/Mid Cap Equity |
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Mar
Results of New Fund Reviews – March 27, 2009
| Fund: | Dynamic Strategic Yield Fund |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | HBP S&P/TSX 60 Inverse ETF |
| Category Placement: | Alternative Strategies |
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| Fund: | HBP S&P/TSX Capped Energy Inverse ETF |
| Category Placement: | Alternative Strategies |
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| Fund: | HBP S&P/TSX Capped Financials Inverse ETF |
| Category Placement: | Alternative Strategies |
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| Fund: | HBP S&P/TSX Global Gold Inverse ETF |
| Category Placement: | Alternative Strategies |
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| Fund: | O’Leary Global Income Opportunities Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Omega Global Opportunities |
| Category Placement: | Global Equity |
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| Fund: | PIE Alternative Strategies |
| Category Placement: | Alternative Strategies |
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| Fund: | PIE Canadian Equity |
| Category Placement: | Canadian Equity |
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| Fund: | PID Emerging Markets Equity |
| Category Placement: | Emerging Markets Equity |
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| Fund: | PIE Income |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | PIE International Equity |
| Category Placement: | International Equity |
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| Fund: | PIE US Equity |
| Category Placement: | U.S. Equity |
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| Fund: | RBC Select Very Conservative Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Sentry Select Growth and Income Fund |
| Category Placement: | Canadian Dividend and Income Equity |
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| Fund: | Sprott Gold Bullion |
| Category Placement: | Miscellaneous |
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Feb
Results of New Fund Reviews – Feb 26, 2009
| Fund: | Arrow Haroun Capital |
| Category Placement: | Alternative Strategies |
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| Fund: | ASTRA Treasury |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | CTI Palos Bond Fund (RRSP) |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Golden Opportunities Innovation Class |
| Category Placement: | Retail Venture Capital |
|
|
|
| Fund: | Guardian Canada Plus 130/30 Equity Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Guardian Global 130/30 Equity Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Guardian International 130/30 Equity Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Guardian US 130/30 Equity Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Hartford Balanced Growth Portfolio Class A |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Hartford Balanced Portfolio Class A |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Hartford Conservative Portfolio Class A |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Hartford Growth Portfolio Class A |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | IA Canadian Equity (Highstreet) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | IA Canadian Equity (Scheer Rowlett) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | IA Global Equity (Artio) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | IA Global Equity (AXA Rosenberg) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | IA Global Equity (Hexavest) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | IA International Equity (Artio) |
| Category Placement: | International Equity |
|
|
|
| Fund: | IA US Equity (Batterymarch) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | JOV Leon Frazer Preferred Equity Fund Class A |
| Category Placement: | Canadian Dividend & income Equity |
|
|
|
| Fund: | La Capitale Aggressive Ind Acct – AGF |
| Category Placement: | Global Equity |
|
|
|
| Fund: | La Capitale Balanced Ind Acct – AGF |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | La Capitale Growth Ind Acct – AGF |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | La Capitale Moderate Ind Acct – AGF |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Lightwater Conservative Long/Short Fund Series A |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Mac Destination+ 2018 Fund Series A |
| Category Placement: | 2020 Target Date Portfolio |
|
|
|
| Fund: | Mac Ivy American Class Series A C$ |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | ROI Strategic Private Placement Fund Series A |
| Category Placement: | Miscellaneous |
|
|
|
| Fund: | Russell Extended Duration Fund Series A |
| Category Placement: | Miscellaneous |
|
|
|
Jan
Results of New Fund Reviews – Jan 22, 2009
| Fund: | Adamos Capital Management Glb Vol Fd |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | AGF Dollar Cost Averaging |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Ark Catapult Energy Class |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | Bissett Focus Balanced |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | BMO LifeStage Plus 2022 |
| Category Placement: | 2020+ Target Date Portfolio |
|
|
|
| Fund: | BMO LifeStage Plus 2026 |
| Category Placement: | 2020+ Target Date Portfolio |
|
|
|
| Fund: | Counsel Canadian Dividend |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | Counsel Canadian Growth |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Counsel Canadian Value |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Counsel Global Real Estate Series |
| Category Placement: | Real Estate Equity |
|
|
|
| Fund: | Counsel International Growth |
| Category Placement: | International Equity |
|
|
|
| Fund: | Counsel International Value |
| Category Placement: | International Equity |
|
|
|
| Fund: | Counsel U.S. Growth |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Counsel U.S. Value |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Desjardins Dividend Growth |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | DFA Investment Grade Fixed Income |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Dynamic Aurion Canadian Equity Class |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Dynamic Aurion Tactical Balanced Class |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Excel Latin America |
| Category Placement: | Miscellaneous |
|
|
|
| Fund: | Fidelity Balanced Income Private Pool |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Fidelity Balanced Private Pool |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Fidelity Canadian Concentrated Equ Private Pl |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Fidelity Canadian Equity Private Pool |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Fidelity Global Equity Private Pool |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Fidelity International Equity Private Pool |
| Category Placement: | International Equity |
|
|
|
| Fund: | Fidelity Premium Fixed Income Private Pool |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Fidelity U.S. 130/30 Private Pool |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Fidelity U.S. Equity Private Pool |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | First Asset CanBanc Split Corp Class |
| Category Placement: | Miscellaneous |
|
|
|
| Fund: | FNSSC – Multi Manager Fund |
| Category Placement: | Canadian Focused Small/Mid Cap Equity |
|
|
|
| Fund: | Franklin Templeton Global Blend |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Hartford Balanced Growth Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Horizons AlphaPro S&P/TSX 60 ETF |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Lycos Value Fund |
| Category Placement: | Miscellaneous |
|
|
|
| Fund: | Manulife Dollar-Cost Averaging |
| Category Placement: | Miscellaneous |
|
|
|
| Fund: | Phillips, Hager & North Absolute Return |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Scotia INNOVA Balanced Growth Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Scotia INNOVA Balanced Income Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Scotia INNOVA Growth Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Scotia INNOVA Income Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Scotia INNOVA Maximum Growth Portfolio |
| Category Placement: | Global Equity |
|
|
|
| Fund: | SocieTerra Balanced Portfolio |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | SocieTerra Growth Plus Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | SocieTerra Secure Market Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | Solutions 21 Whitby Limited Partnership |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Standard Life SI Id Div Grth & In P 100 |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Standard Life SI Id Fidelity C Bal 100 |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Standard Life SI Id Fidelity Ca AA 100 |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Standard Life SI Id Fidelity Glo AA 100 |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Standard Life SI Id FT Quot Bal G P 100 |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Standard Life SI Id FT Quot Bal I P 100 |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Standard Life SI Id FT Quot Div I P 100 |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | Standard Life SI Id FT Quot Gl Ba P 100 |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Standard Life SI Id FT Quot Grth P 100 |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Standard Life SI Id LP Bal Grth Pf 100 |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Standard Life SI Id LP Bal Inc Pf 100 |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Standard Life SI Id LP Bal Pf 100 |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Standard Life SI Id LP LT Grth Pf 100 |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Standard Life SI Id Russell Div In 100 |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Standard Life SI Id Russell Ret Es 100 |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Standard Life SI Id Sel Div G & I P 100 |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Standard Life SI Id Sel Global P 100 |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Standard Life SI Id Templet Glo Inc 100 |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Standard Life SI Id Trimark Glo Bal 100 |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Standard Life SI Ideal AIM Cdn Bal 100 |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Standard Life SI Ideal Global Port 100 |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Standard Life SI Ideal Sel Agg Port 100 |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Standard Life SI Ideal Sel Cons Pf 100 |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | Standard Life SI Ideal Sel Grth Pf 100 |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Standard Life SI Ideal Sel Mod Port 100 |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Standard Life SI Ideal Trimark Bal 100 |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Stone & Co. Flagship Growth & Income Fund Can AA |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Working Opp Commercialization 09 |
| Category Placement: | Retail Venture Capital |
|
|
|
| Fund: | Standard Life SI Id |
| Category Placement: | |
|
|
|
