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:
2010
Dec
Results of New Fund Reviews – Dec 16, 2010
| Fund: | ASTRA Jefferies Commodity |
| Category Placement: | Miscellaneous – Other |
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| Fund: | ASTRA Lazard Global Small Cap Equity |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | CI Income Advantage Fund |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Equitable Life Mackenzie Saxon Bal |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Franklin Templeton 2020 Conservative Portfolio |
| Category Placement: | 2020 Target Date Portfolio |
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| Fund: | Franklin Templeton 2020 Growth Portfolio |
| Category Placement: | 2020 Target Date Portfolio |
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| Fund: | Franklin Templeton 2020 Moderate Portfolio |
| Category Placement: | 2020 Target Date Portfolio |
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| Fund: | Franklin Templeton 2030 Conservative Portfolio |
| Category Placement: | 2020 Target Date Portfolio |
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| Fund: | Franklin Templeton 2030 Growth Portfolio |
| Category Placement: | 2020+ Target Date Portfolio |
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| Fund: | Franklin Templeton 2030 Moderate Portfolio |
| Category Placement: | 2020+ Target Date Portfolio |
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| Fund: | Franklin Templeton 2040 Conservative Portfolio |
| Category Placement: | 2020+ Target Date Portfolio |
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| Fund: | Franklin Templeton 2040 Growth Portfolio |
| Category Placement: | 2020+ Target Date Portfolio |
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| Fund: | Franklin Templeton 2040 Moderate Portfolio |
| Category Placement: | 2020+ Target Date Portfolio |
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| Fund: | Franklin Templeton Retirement Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Horizons AlphaPro Preferred Share ETF |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Horizons BetaPro S&P 500 C$ – Hedged ETF |
| Category Placement: | U.S. Equity |
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| Fund: | Pender Balanced |
| Category Placement: | Global Equity Balanced |
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| Fund: | Pender Canadian Dividend |
| Category Placement: | Canadian Dividend and Income Equity |
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| Fund: | Pender Canadian Dividend Fund |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Pro FTSE NA Dividend Index Fund |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Qwest Inflation – Deflation Trend |
| Category Placement: | Tactical Balanced |
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Nov
Results of New Fund Reviews – Nov 25, 2010
| Fund: | AGF Emerging Markets Balanced Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | AGF Emerging Markets Bond Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | BMO Asset Management Canadian Long-bond Alpha Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | BMO Asset Management Canadian Pure Alpha Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Counsel Managed Yield Portfolio |
| Category Placement: | Canadian Fixed income Balanced |
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| Fund: | Excel EM Capital Income Series A |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Excel EM High Income Series A |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Excel Emerging Markets Series A |
| Category Placement: | Emerging Markets Equity |
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| Fund: | iShares S&P/TSX N.A. Preferred Stock Index (CAD – Hedged) |
| Category Placement: | North American Equity |
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| Fund: | Leith Wheeler International Equity Plus Series B |
| Category Placement: | International Equity |
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| Fund: | Lions Diversified Strategies |
| Category Placement: | Alternative Strategies |
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| Fund: | Mac Founders Global Equity Class A |
| Category Placement: | Global Equity |
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| Fund: | MFC Global Investment Management Pooled International Fixed Income Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | O’Leary Strategic Yield Class Founders Series |
| Category Placement: | Global Equity Balanced |
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| Fund: | Pinnacle Emerging Markets Equity Fund |
| Category Placement: | Emerging markets Equity |
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| Fund: | Professionals’ Equity World Trends |
| Category Placement: | Global Equity |
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| Fund: | Professionals’ Retirement Balanced |
| Category Placement: | Canadian Fixed income Balanced |
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| Fund: | RCM Opportunities Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | SunWise Elite CI PSS e100 portfolio |
| Category Placement: | Global Equity |
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| Fund: | SunWise Elite CI PSS i40E60 Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | SunWise Elite CI PSS i60e40 Portfolio |
| Category Placement: | Global Neutral Balanced |
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Oct
Results of New Fund Reviews – Oct 28, 2010
| Fund: | Beutel Goodman Global Dividend Fund |
| Category Placement: | Global Equity |
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| Fund: | Beutel Goodman Short-Term Bond |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Bissett Canadian Short Term Bond Yield |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | CDN Financials Equity-Linked S2 |
| Category Placement: | Miscellaneous – Other |
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| Fund: | CIBC Total Premium Yield S45 |
| Category Placement: | Miscellaneous – Other |
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| Fund: | Claymore Broad Commodity ETF |
| Category Placement: | Miscellaneous – Commodity |
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| Fund: | Hillsdale Enhanced Income – A |
| Category Placement: | Alternative Strategy |
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| Fund: | iShares DEX HYBrid Bond Index Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Legg Mason WA Cdn Core Pl Long Bond |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | Legg Mason WA Cdn Core Plus Bond |
| Category Placement: | Canadian Fixed Income |
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| Fund: | National Bank Jarislowsky Fraser Select Balanced Fund |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | National Bank Jarislowsky Fraser Select Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | National Bank Jarislowsky Fraser Select Income Fund |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | RBC High Yield Bond Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | RBC Monthly Income Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Renaissance Global Real Estate Fund |
| Category Placement: | Real Estate Equity |
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| Fund: | Russell Enhanced Canadian Growth & Income |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Sun Life Milestone Global Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | SunWise Ess CI American Value Seg Bundle |
| Category Placement: | Global Equity Balanced |
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| Fund: | SunWise Ess CI Cambridge Diversified Bundle |
| Category Placement: | Global Equity Balanced |
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| Fund: | SunWise Ess CI Cdn Investment Bundle |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | SunWise Ess CI Global Segregated Bundle |
| Category Placement: | Global Equity Balanced |
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| Fund: | SunWise Ess CI Global Value Seg Bundle Inv Class |
| Category Placement: | Global Equity Balanced |
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| Fund: | SunWise Ess CI International Value Bundle |
| Category Placement: | Global Equity Balanced |
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Sep
Results of New Fund Reviews – Sept 23, 2010
| Fund: | Barometer Tactical ETF Pool |
| Category Placement: | Alternative Strategies |
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| Fund: | CC&L Global Alpha Small Cap EAFE |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Desjardins Financial Greystone Balanced |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Excel EM Debt Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Excel EM Tax-Efficient Income Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Excel Emerging Markets |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Fidelity Corporate Bond Capital Yield |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Fidelity Corporate Bond Fund |
| Category Placement: | Canadian Fixed income |
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| Fund: | Fidelity Premium Fixed Income Capital Yield |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Fiera Canadian Bond – Ethical |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Fiera International Equity |
| Category Placement: | International Equity |
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| Fund: | GrowthWorks Commercialization 511 |
| Category Placement: | Retail Venture Capital |
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| Fund: | Horizons BetaPro S&P/TSX 60 Index ETF |
| Category Placement: | Canadian Equity |
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| Fund: | HSBC Emerging Markets Pooled Fund |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Investment Partners |
| Category Placement: | Canadian Equity |
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| Fund: | Natcan Corporate Universe Bond |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Northwest Tactical Yield |
| Category Placement: | Tactical Balanced |
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| Fund: | Scotia Canadian Dividend Income |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Select Income Advantage Managed Corporate Class |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Sun Life MFS Global Growth Fund |
| Category Placement: | Global Equity |
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| Fund: | Sun Life MFS Global Total Return Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Sun Life MFS Global Value Fund |
| Category Placement: | Global Equity |
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| Fund: | Sun Life MFS International Growth Fund |
| Category Placement: | International Equity |
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| Fund: | Sun Life MFS International Value Fund |
| Category Placement: | International Equity |
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| Fund: | Sun Life MFS U.S. Growth Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Sun Life MFS U.S. Value Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Sun Life Milestone 2020 Fund |
| Category Placement: | 2020 Target Date Portfolio |
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| Fund: | Sun Life Milestone 2025 Fund |
| Category Placement: | 2020+ Target Date Portfolio |
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| Fund: | Sun Life Money Market Fund |
| Category Placement: | Canadian Money Market |
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| Fund: | Sun Life Milestone 2030 Fund |
| Category Placement: | 2020+ Target Date Portfolio |
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| Fund: | Sun Life Milestone 2025 Fund |
| Category Placement: | 2020+ Target Date Portfolio |
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Aug
Results of New Fund Reviews – Aug 26, 2010
| Fund: | Arrow Burlington Capital Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Brandes Sionna Canadian Equity Fund |
| Category Placement: | Canadian Focused Equity |
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| Fund: | CI Signature Select Global |
| Category Placement: | Global Equity |
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| Fund: | Claymore China ETF |
| Category Placement: | Greater China Equity |
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| Fund: | Dynamic Aurion Total Return Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Dynamic Emerging Markets Class |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Dynamic Emerging Markets Class Series A |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Excel Emerging Markets Fund |
| Category Placement: | Emerging Markets Equity |
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| Fund: | HAP Balanced ETF |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Horizons AlphaPro Glo Dividend ETF |
| Category Placement: | Global Equity |
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| Fund: | IA Clarington Global Tactical Income Class |
| Category Placement: | Global Neutral Balanced |
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| Fund: | IA Clarington Tactical Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | London Capital Diversified Income Fund Quadrus Ser |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Mac All-Sector Canadian Balanced Fund |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Manulife Canadian Balanced Fund |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Manulife Canadian Opportunities Fund |
| Category Placement: | Canadian Focused Equity |
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| Fund: | Manulife Floating Rate Income Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Manulife Retirement Date 2010 Fund |
| Category Placement: | 2010 Target Date Portfolio |
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| Fund: | Manulife Retirement Date 2015 Fund |
| Category Placement: | 2015 Target Date Portfolio |
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| Fund: | Manulife Retirement Date 2020 Fund |
| Category Placement: | 2020 Target Date Portfolio |
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| Fund: | Manulife Retirement Date 2025 Fund |
| Category Placement: | 2020+ Target Date Portfolio |
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| Fund: | Manulife Retirement Date 2030 Fund |
| Category Placement: | 2020+ Target Date Portfolio |
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| Fund: | Manulife Retirement Date 2035 Fund |
| Category Placement: | 2020+ Target Date Portfolio |
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| Fund: | Manulife Retirement Date 2040 Fund |
| Category Placement: | 2020+ Target Date Portfolio |
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| Fund: | Manulife Retirement Date 2045 Fund |
| Category Placement: | 2020+ Target Date Portfolio |
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| Fund: | Manulife Retirement Date 2050 Fund |
| Category Placement: | 2020+ Target Date Portfolio |
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| Fund: | Manulife Short Term Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Matrix International Balanced Fund |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Matrix International Income Balanced Fund |
| Category Placement: | Global Fixed income Balanced |
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| Fund: | Matrix U.S. Equity Fund Corporate Class |
| Category Placement: | U.S. Equity |
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| Fund: | Navina Global Resource Fund |
| Category Placement: | Natural Resources Equity |
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| Fund: | PowerShares Tactical Bond Capital Yield Class |
| Category Placement: | Canadian Fixed Income |
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| Fund: | PowerShares Tactical Bond Fund |
| Category Placement: | Canadian Fixed income |
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| Fund: | PowerShares Tactical Cdn Asset Allocation |
| Category Placement: | Tactical Balanced |
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| Fund: | RBC Emerging Markets Bond Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Salida Wealth Preservation Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Scotia Canadian Dividend Income |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Scotia Global Balanced |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Scotia Global Dividend |
| Category Placement: | Global Equity |
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| Fund: | Scotia Partners Diversified Income Port |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Signature Select Global Fund |
| Category Placement: | Global Equity |
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| Fund: | Sprott Absolute Return Income Fund |
| Category Placement: | Alternative Strategies |
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Jul
Results of New Fund Reviews – Jul 24, 2010
| Fund: | Arrow Curvature Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | O’Leary Bond Portfolio Trust |
| Category Placement: | Global Fixed Income |
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| Fund: | Altamira Corporate Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | HBP COMEX Copper Bear Plus ETF |
| Category Placement: | Miscellaneous – Leveraged |
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| Fund: | HBP COMEX Copper Bull Plus ETF |
| Category Placement: | Miscellaneous – Leveraged |
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| Fund: | IG FI International Equity Fund |
| Category Placement: | International Equity |
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| Fund: | IG FI U.S. Large Cap Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | PH&N US Multi-Style All-Cap Equity |
| Category Placement: | U.S. Equity |
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| Fund: | Empire Life Dividend Balanced Fund |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Empire Life Elite Balanced Fund |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | IA Clarington Short-Term Bond Fund Series A |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | IA Clarington Tactical Bond Class |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | IA Clarington Energy Class A |
| Category Placement: | Natural Resource Equity |
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| Fund: | Claymore Inverse Bond ETF |
| Category Placement: | Alternative Strategies |
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| Fund: | Horizons AlphaPro Corporate Bond ETF |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Mackenzie All-Sector Canadian Balanced |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Sprott Diversified Yield A |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Sprott Short Term Bond A |
| Category Placement: | Canadian Short Term Fixed Income |
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Jun
Results of New Fund Reviews – Jun 24, 2010
| Fund: | BMO Aggressive Growth ETF Portfolio |
| Category Placement: | Global Equity |
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| Fund: | BMO Balanced ETF Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | BMO Growth ETF Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | BMO Security ETF Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Criterion REIT Income Fund |
| Category Placement: | Real Estate Equity |
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| Fund: | DFS Desjardins American Equity Growth |
| Category Placement: | U.S. Equity |
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| Fund: | DFS Desjardins American Equity Value |
| Category Placement: | U.S. Equity |
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| Fund: | DFS Desjardins Canadian Equity Growth |
| Category Placement: | Canadian Equity |
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| Fund: | DFS Desjardins Canadian Equity Value |
| Category Placement: | Canadian Equity |
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| Fund: | DFS Desjardins Completion Investments |
| Category Placement: | Miscellaneous |
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| Fund: | DFS Desjardins Enhanced Bond |
| Category Placement: | Canadian Fixed Income |
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| Fund: | DFS Desjardins Global Small Cap Eq |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | DFS Desjardins Overseas Equity Growth |
| Category Placement: | International Equity |
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| Fund: | DFS Desjardins Overseas Equity Value |
| Category Placement: | International Equity |
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| Fund: | DFS Desjardins Short Term Income |
| Category Placement: | Canadian Short Term Fixed income |
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| Fund: | Fiera Diversified |
| Category Placement: | Miscellaneous |
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| Fund: | Front Street Strategic Yield Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Man Canada Alternative Strategies Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | NexGen Turtle Canadian Balanced Reg |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | NexGen Turtle Canadian Equity Reg |
| Category Placement: | Canadian Equity |
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| Fund: | Norrep Entrepreneurs Cl – A |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | O’Leary Advantaged Tactical Global Corporate Bond |
| Category Placement: | Global Fixed Income |
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| Fund: | PH&N U.S. Multi-Style All-Cap Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Picton Mahoney Diversified Strategies Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Sentry Select Global Infrastructure Class A |
| Category Placement: | Deferred |
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| Fund: | Sentry Tactical Bond Capital Yield |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Sentry Tactical Bond Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | SMC Man AHL Alpha Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Sprott Private Credit Fund LP |
| Category Placement: | Alternative Strategies |
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May
Results of New Fund Reviews – May 27, 2010
| Fund: | AGF Global Aggregate Bond Fund MF |
| Category Placement: | Global Fixed Income |
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| Fund: | AGF Pure Canadian Balanced Fund MF |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | AGF Traditional Income Fund MF |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | BlackRock Canada CoreActive Univ Bd Cl A |
| Category Placement: | Canadian Fixed Income |
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| Fund: | BlackRock Canada CorePlus Long Bond |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | BMO Canadian Tactical ETF Class |
| Category Placement: | Tactical Balanced |
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| Fund: | BMO Emerging Markets Bond Index ETF |
| Category Placement: | Miscellaneous |
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| Fund: | BMO Equal Weight REITs Index ETF |
| Category Placement: | Real Estate Equity |
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| Fund: | BMO EW US Banks Hedged CAD Index ETF |
| Category Placement: | Financial Services Equity |
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| Fund: | BMO EW US Health Care Hedged CAD Index ETF |
| Category Placement: | Health Care Equity |
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| Fund: | BMO GDN Aggressive Growth ETF Portfolio |
| Category Placement: | Global Equity |
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| Fund: | BMO GDN Balanced ETF Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | BMO GDN Canadian Tactical ETF Class |
| Category Placement: | Tactical Balanced |
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| Fund: | BMO GDN Global Tactical ETF Class |
| Category Placement: | Tactical Balanced |
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| Fund: | BMO GDN Growth ETF Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | BMO GDN Security ETF Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | BMO Global Tactical ETF Class |
| Category Placement: | Tactical Balanced |
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| Fund: | BMO Junior Gas Index ETF |
| Category Placement: | Natural Resource Equity |
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| Fund: | BMO Junior Oil Index ETF |
| Category Placement: | Natural Resource Equity |
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| Fund: | BMO Long Federal Bond Index ETF |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | BMO Real Return Bond Index ETF |
| Category Placement: | Canadian Inflation Protected Fixed Income |
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| Fund: | Crystal Enlightened Growth Fund |
| Category Placement: | Global Equity |
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| Fund: | Crystal Enlightened Income Fund |
| Category Placement: | Miscellaneous |
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| Fund: | Crystal Enlightened Res & Pr Metals |
| Category Placement: | Alternative Strategies |
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| Fund: | Desjardins Overseas Equity Growth Fund |
| Category Placement: | International Equity |
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|
|
| Fund: | DFS GIF – BALANCED – ETHICAL Series 5 |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | DFS GIF – CANADIAN BALANCED – CI SIGNAUTRE Series 5 |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | DFS Pyramis Select International Equity |
| Category Placement: | International Equity |
|
|
|
| Fund: | DFS Sprucegrove International Equity |
| Category Placement: | International Equity |
|
|
|
| Fund: | DynamicEdge 2020 Portfolio |
| Category Placement: | 2020 Target Date Portfolio |
|
|
|
| Fund: | DynamicEdge 2020 Class Portfolio |
| Category Placement: | 2020+ Target Date Portfolio |
|
|
|
| Fund: | DynamicEdge 2025 Portfolio |
| Category Placement: | 2020+ Target Date Portfolio |
|
|
|
| Fund: | DynamicEdge 2025 Class Portfolio |
| Category Placement: | 2020+ Target Date Portfolio |
|
|
|
| Fund: | DynamicEdge 2030 Portfolio Series |
| Category Placement: | 2020+ Target Date Portfolio |
|
|
|
| Fund: | DynamicEdge 2030 Class Portfolio |
| Category Placement: | 2020+ Target Date Portfolio |
|
|
|
| Fund: | First Trust Global Capital Strength Portfolio A |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Horizons AlphaPro Dividend ETF |
| Category Placement: | Miscellaneous |
|
|
|
| Fund: | Horizons AlphaPro North American Growth ETF |
| Category Placement: | Miscellaneous |
|
|
|
| Fund: | Horizons AlphaPro North American Value ETF |
| Category Placement: | Miscellaneous |
|
|
|
| Fund: | McLean Budden LifePlan Growth |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | McLean Budden LifePlan Growth & Income |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | McLean Budden LifePlan Income |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | NxT Short Term Income Fund |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Picton Mahoney Income Opportunities Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | PIMCO Canada Canadian CorePLUS Bond Trust |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | PIMCO Canada Canadian CorePLUS Long Bond Trust |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
Apr
Results of New Fund Reviews – Apr 22, 2010
| Fund: | CC&L Global Alpha Global Small Cap |
| Category Placement: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | Ethical Select Global Growth portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Pier 21 Global Value Pool |
| Category Placement: | Deferred |
|
|
|
| Fund: | RBC Phillips, Hager & North Monthly Income Fund |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | STYLUS Growth Fund |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | STYLUS Momentum Fund |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | STYLUS Value with Income Fund |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
Mar
Results of New Fund Reviews – Mar 25, 2010
| Fund: | Auspice Diversified Trust |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Ethical Select Global Balanced Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Fiera Global Equity |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Fiera Global Macro Fund Class A |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | HBP NYMEX Long Natural Gas/Short Oil Spread ETF |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | HighStreet Canadian Short Term Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | HighStreet Conservative Balanced Fund |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | MFi Small Cap Corporate Class |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | Natcan Small Capitalization Strategy |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | O’Leary Bric-Plus Income & Growth Fund |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | SEI Canadian Focused Balanced Fund |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | SEI Canadian Focused Growth Fund |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Sentry Select Conservative Income |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Triasima Canadian All Capitalization Equity |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Triasima Canadian Long/Short Pooled |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Triasima Canadian Small Capitalization Equity |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
Feb
Results of New Fund Reviews – Feb 25, 2010
| Fund: | BMG BullionFund Class G10 |
| Category Placement: | Miscellaneous |
|
|
|
| Fund: | FGP Corporate Bond |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | FGP Developing Markets Pooled |
| Category Placement: | International Equity |
|
|
|
| Fund: | Global Iman Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | HMP NYMEX Crude Oil Inverse ETF |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | HBP NYMEX Natural Gas Inverse ETF |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | HBP S&P 500 Inverse ETF |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Horizons AlphaPro S&P/TSX 60 130/30 ETF |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | HSBC Global Inflation Linked Bond Pooled Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Optimum Canadian Bond |
| Category Placement: | Canadian Fixed income |
|
|
|
| Fund: | Salida Global Energy Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Salida Strategic Growth |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Sprott 2010 Flow-Through limited Partnership |
| Category Placement: | Miscellaneous |
|
|
|
Jan
Results of New Fund Reviews – Jan 28, 2010
| Fund: | 360 Degree US Realty Income Fund |
| Category Placement: | Miscellaneous |
|
|
|
| Fund: | Absolute Return Fund Class |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | BMO Aggregate Bond Index ETF |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | BMO Equal Weight Utilities Index ETF |
| Category Placement: | Miscellaneous |
|
|
|
| Fund: | BMO Global Infrastructure Index ETF |
| Category Placement: | Miscellaneous |
|
|
|
| Fund: | BMO India Equity Hedged to CAD ETF |
| Category Placement: | Miscellaneous |
|
|
|
| Fund: | BMO Junior Gold Index ETF |
| Category Placement: | Precious Metals Equity |
|
|
|
| Fund: | BMO Mid Corporate Bond Index ETF |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | BMO NASDAQ 100 Equity Hedged to CAD Index ETF |
| Category Placement: | Natural Resource Equity |
|
|
|
| Fund: | Claymore ADV High Yield Bond ETF |
| Category Placement: | Miscellaneous |
|
|
|
| Fund: | Counsel Short Term Bond |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Dynamic Short Term Bond |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Hillsdale Canadian Core Equity – A |
| Category Placement: | Miscellaneous |
|
|
|
| Fund: | iShares China Index Fund |
| Category Placement: | Greater China Equity |
|
|
|
| Fund: | iShares MSCI Brazil Index Fund |
| Category Placement: | Miscellaneous |
|
|
|
| Fund: | iShares S&P CNX Nifty India Index Fund |
| Category Placement: | Miscellaneous |
|
|
|
| Fund: | iShares S&P Latin American 40 Index Fund |
| Category Placement: | Miscellaneous |
|
|
|
| Fund: | iShares US High Yield Bond Index Fund (CAD – Hedge) |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | iShares US IG Corporate Bond Index Fund CAD – Hedged |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Mac Universal Gold Bullion Class |
| Category Placement: | Miscellaneous |
|
|
|
| Fund: | Mac Universal Gold Bullion Class A |
| Category Placement: | Miscellaneous |
|
|
|
| Fund: | Manulife Yield Opportunities Advisor Ser |
| Category Placement: | Miscellaneous |
|
|
|
| Fund: | MD Balanced Growth Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | MD Conservative Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | MD Maximum Growth Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | MD Moderate Balanced Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | O’Leary Canadian Balanced Yield Fund |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | O’Leary Canadian Bond Yield Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | O’Leary Canadian Equity Yield Fund |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | O’Leary Global Balanced Yield Fund |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | O’Leary Global Bond Yield Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | O’Leary Global Equity Yield Fund |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | O’Leary Money Market Yield Fund |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | PH&N Canadian Equity Value Series D |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | PH&N Monthly Income Series D |
| Category Placement: | Canadian neutral Balanced |
|
|
|
| Fund: | PowerShares 1-5 Yr Laddered Corp Bond Index SC |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | PowerShares Canadian Preferred Share Index Cl SC |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | PowerShares Diversified Yield Series SC |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | PowerShares FTSE RAFI Global+ Fundamental SC |
| Category Placement: | Global Equity |
|
|
|
| Fund: | PowerShares FTSE RAFI U.S. Fundamental SC |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | PowerShares Global Dividend Achievers SC |
| Category Placement: | Global Equity |
|
|
|
| Fund: | PowerShares High Yield Corp Bond Index SC |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | PowerShares India Class Series SC |
| Category Placement: | Miscellaneous |
|
|
|
| Fund: | PowerShares Real Return Bond Index SC |
| Category Placement: | Canadian Inflation Protected Fixed Income |
|
|
|
| Fund: | RBC Emerging Markets Fund |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | SciVest Global Multiple Strategies Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Standard Life Short Term Yield C A |
| Category Placement: | Miscellaneous |
|
|
|
