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:
2011
Dec
Results of New Fund Reviews – Dec 15, 2011
| Fund: | BMO Advantage YIELD 5Yr Series 15 |
| Category Placement: | Miscellaneous – Other |
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| Fund: | BMO Asset Management Balanced Fund |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Canoe ‘GO CANADA’ Income Fund |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Claymore Managed Futures ETF |
| Category Placement: | Alternative Strategies |
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| Fund: | Dynamic Dividend Advantage Class |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Dynamic Strategic Resources Class |
| Category Placement: | Natural Resources Equity |
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| Fund: | Fidelity Asset Allocation Currency Neutral |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Fidelity Asset Allocation Private Pool |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Fidelity Emerging Markets Debt Investment Trust |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Fidelity High Inc Commercial Real Est Inv Trust |
| Category Placement: | Real Estate Equity |
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| Fund: | Greystone EAFE Growth |
| Category Placement: | International Equity |
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| Fund: | Greystone Global Income & Growth |
| Category Placement: | Global Equity |
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| Fund: | Greystone International Equity |
| Category Placement: | International Equity |
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| Fund: | Greystone International Income & Growth |
| Category Placement: | International Equity |
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| Fund: | IA Canadian Equity (Beutel Goodman) – PF |
| Category Placement: | Canadian Equity |
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| Fund: | IA Canadian Equity Index (TD) – PF |
| Category Placement: | Canadian Equity |
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| Fund: | IA Canadian Equity Q 120/20 (CC&L) – PF |
| Category Placement: | Alternative Strategies |
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| Fund: | IA Emerging Markets (Templeton) – PF |
| Category Placement: | Emerging Markets Equity |
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| Fund: | IA Global Equity (Sprucegrove) – PF |
| Category Placement: | Global Equity |
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| Fund: | IA Global Equity – PF |
| Category Placement: | Global Equity |
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| Fund: | IA Global Infrastructure (Lazard) |
| Category Placement: | Global Equity |
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| Fund: | IA International Equity (Sprucegrove) – PF |
| Category Placement: | International Equity |
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| Fund: | IA International Equity – PF |
| Category Placement: | International Equity |
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| Fund: | IA US Equity (Sprucegrove) – PF |
| Category Placement: | U.S. Equity |
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| Fund: | IA US Equity Index (BlackRock) – PF |
| Category Placement: | U.S. Equity |
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| Fund: | IG Putnam US Growth A |
| Category Placement: | U.S. Equity |
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| Fund: | ING DIRECT Streetwise Equity Growth Fund |
| Category Placement: | Global Equity |
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| Fund: | Investors Core Canadian Equity A |
| Category Placement: | Canadian Equity |
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| Fund: | Investors Core US Equity A |
| Category Placement: | U.S. Equity |
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| Fund: | iShares DEX Floating Rate Note Index Fund |
| Category Placement: | Miscellaneous – Income & Real Property |
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| Fund: | Manulife Long Term Bond Fund |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | Maple Leaf Resource Class |
| Category Placement: | Natural Resource Equity |
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| Fund: | Stone 2011 Flow-Through LP |
| Category Placement: | Miscellaneous – Other |
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| Fund: | TD Comfort Conservative Income Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | TD Global Low Volatility – A |
| Category Placement: | Global Equity |
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| Fund: | Topaz Multi Strategy Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | UBS (Canada) Cash in Action |
| Category Placement: | Canadian Short-Term Fixed Income |
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Nov
Results of New Fund Reviews – Nov 24, 2011
| Fund: | Aston Hill Global Convertible Bond Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | BMO LifeStage 2017 Class |
| Category Placement: | 2020 Target Date Portfolio |
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| Fund: | BMO LifeStarge 2020 Class |
| Category Placement: | 2020 Target Date Portfolio |
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| Fund: | BMO LifeStage 2025 Class |
| Category Placement: | 2025 Target Date Portfolio |
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| Fund: | BMO LifeStage 2030 Class |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | BMO LifeStage 2035 Class |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | BMO LifeStage 2040 Class |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | Canoe ‘GO CANADA’ Energy and Oil Sands Trust |
| Category Placement: | Natural Resources Equity |
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| Fund: | Canoe ‘GO CANADA’ Enervest Diversified Income Trust |
| Category Placement: | Canadian Equity |
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| Fund: | Canoe ‘GO CANADA’ Strategic Resources Income Fund |
| Category Placement: | Natural Resources Equity |
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| Fund: | Chorus II Balanced Growth Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Chorus II Balanced Income Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Chorus II Conservative Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Chorus II Growth Portfolio |
| Category Placement: | Global neutral Balanced |
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| Fund: | Chorus II High Growth Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | Chorus II Maximum Growth Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | CI Cambridge Monthly Income Fund |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | CI Signature High Yield Bond Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Guardian Global Dividend Growth Equity Class |
| Category Placement: | Global Equity |
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| Fund: | Harmony Diversified Income Pool |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Harmony Global Fixed Income Pool |
| Category Placement: | Global Fixed Income |
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| Fund: | Manulife PensionBuilder |
| Category Placement: | (Deferred) |
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| Fund: | Matrix Covered Call Canadian Banks Plus Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Matrix Dow Jones Canada High Dividend 50 Fund |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Matrix S&P/TSX Cdn Dividend Aristocrats Fund |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | O’Leary Conservative Income Fund |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Vanguard Canadian Aggregated Bond index ETF |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Vanguard Canadian Short-Term Bond Index ETF |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Vanguard MSCI Canada Index ETF |
| Category Placement: | Canadian Equity |
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| Fund: | Vanguard MSCI EAFE Index ETF (CAD-Hedged) |
| Category Placement: | International Equity |
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| Fund: | Vanguard MSCI Emerging Markets Index ETF |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Vanguard MSCI U.S. Broad market Index ETF (CAD-Hedged) |
| Category Placement: | U.S. Equity |
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| Fund: | XTF Capital – Tech Giants Covered Call ETF Common |
| Category Placement: | North American Equity |
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Oct
Results of New Fund Reviews – Oct 27, 2011
| Fund: | Advantage Structured Fund |
| Category Placement: | Retail Venture Capital |
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| Fund: | BMO Canadian Dividend ETF |
| Category Placement: | Canadian Divided & Income Equity |
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| Fund: | BMO Covered Call DJIA ETF |
| Category Placement: | Alternative Strategies |
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| Fund: | BMO Covered Call Utilities ETF |
| Category Placement: | Alternative Strategies |
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| Fund: | BMO High Beta Canadian Equity ETF |
| Category Placement: | Canadian Equity |
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| Fund: | BMO Low Vol Canadian Equity ETF |
| Category Placement: | Canadian Equity |
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| Fund: | Castlerock Global High Income Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Claymore 1-10 Yr Laddered Corp Bond ETF |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Claymore 1-10 Yr Laddered Govt Bond ETF |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Covington Fund II Series II (LSVCC) |
| Category Placement: | Retail Venture Capital |
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| Fund: | Crystal Wealth Strategic Yield Media Fund |
| Category Placement: | Miscellaneous – Other |
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| Fund: | DFA Global Balanced Class – A |
| Category Placement: | Global Neutral Balanced |
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| Fund: | DFA Global Conservative Class – A |
| Category Placement: | Global Fixed Income |
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| Fund: | DFA Global Equity Class – A |
| Category Placement: | Global Equity |
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| Fund: | Dynamic Global Asset Allocation Class |
| Category Placement: | Global Equity Balanced |
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| Fund: | Dynamic Alternative Yield |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Dynamic Corporate Bond Strategies Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Dynamic Strategic Global Bond Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Ethical Select Income Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Excel Blue Chip Emerging Markets Fund |
| Category Placement: | Global Equity |
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| Fund: | Fiera Sceptre Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | Harvest Banks and Building Income Fund |
| Category Placement: | North America Equity |
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| Fund: | Hexavest Emerging Markets |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Horizons Enhanced Income International Equity ETF (HEJ) |
| Category Placement: | International Equity |
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| Fund: | Horizons Enhanced Income US Equity (USD) ETF |
| Category Placement: | U.S. Equity |
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| Fund: | HSBC Emerging Markets Debt Fund Investor Series |
| Category Placement: | High Yield Fixed Income |
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| Fund: | IA Canadian Equity (Beutal Goodman0 |
| Category Placement: | Canadian Equity |
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| Fund: | IA Canadian Equity Index (TD) |
| Category Placement: | Canadian Equity |
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| Fund: | IA Global Equity (Sprucegrove) |
| Category Placement: | Global Equity |
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| Fund: | IA International Equity |
| Category Placement: | International Equity |
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| Fund: | IA International Equity (Sprucegrove) |
| Category Placement: | International Equity |
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| Fund: | IA U.S. Equity |
| Category Placement: | U.S. Equity |
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| Fund: | IA U.S. Equity (Sprucegrove) |
| Category Placement: | U.S. Equity |
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| Fund: | Majestic Global Diversified Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Manulife Asia Equity Class Series Adv |
| Category Placement: | Asia Pacific Equity |
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| Fund: | Manulife Asia Total Return Bond Ser Adv |
| Category Placement: | Global Fixed Income |
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| Fund: | Manulife Diversified Strategies Ser Adv |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Manulife Global Focused Balanced Ser Adv |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Manulife Global Small Cap Balanced Ser Adv |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Manulife High Yield Bond Series Advisor |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Manulife Leveraged Company Class Adv Ser |
| Category Placement: | Global Equity |
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| Fund: | Manulife U.S. Large Cap Equity Adv Ser |
| Category Placement: | U.S. Equity |
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| Fund: | McLean Budden Global Bond Fund Cl A |
| Category Placement: | Global Fixed Income |
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| Fund: | McLean Budden Real Return Bond Cl A |
| Category Placement: | Canadian Inflation Protected Fixed Income |
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| Fund: | Meritage High-Interest Cash Performer |
| Category Placement: | Canadian Money Market |
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| Fund: | PH&N Overseas Equity Class |
| Category Placement: | International Equity |
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| Fund: | PH&N Total Return Bond Class |
| Category Placement: | Canadian Fixed Income |
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| Fund: | PH&N U.S. Multi-Style All-Cap Eq Cl |
| Category Placement: | U.S. Equity |
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| Fund: | Picton Mahoney Long Short Emerging Market Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | RBC Canadian Dividend Class |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | RBC Canadian Equity Class |
| Category Placement: | Canadian Equity |
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| Fund: | RBC Canadian Equity Income Class |
| Category Placement: | Canadian Dividend & income Equity |
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| Fund: | RBC Canadian Mid Cap Equity Class |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | RBC Emerging Markets Equity Class |
| Category Placement: | Emerging Markets Equity |
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| Fund: | RBC Global Resources Class |
| Category Placement: | Natural Resources Equity |
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| Fund: | RBC High Yield Bond Class |
| Category Placement: | High Yield Fixed Income |
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| Fund: | RBC Investment Savings Account – US Corp Series F |
| Category Placement: | U.S. Money Market |
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| Fund: | RBC North American Value Class |
| Category Placement: | Canadian Focused Equity |
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| Fund: | RBC Short Term Income Class |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | RBC Target 2015 Education Fund |
| Category Placement: | 2015 Target Date Portfolio |
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| Fund: | RBC Target 2020 Education Fund |
| Category Placement: | 2020 Target Date Portfolio |
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| Fund: | RBC Target 2025 Education Fund |
| Category Placement: | 2025 Target Date Portfolio |
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| Fund: | RBC U.S. Equity Class |
| Category Placement: | U.S. Equity |
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| Fund: | Redwood Absolute Return |
| Category Placement: | Alternative Strategies |
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| Fund: | Renaissance Canadian All-Cap Equity Cl A |
| Category Placement: | Canadian Equity |
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| Fund: | Renaissance Optimal Infl Opps Port Cl A |
| Category Placement: | Tactical Balanced |
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| Fund: | Sprott Resource Class |
| Category Placement: | Natural Resource Equity |
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| Fund: | SunWise Elite Select income Advantage Managed |
| Category Placement: | Canadian Fixed income Balanced |
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| Fund: | TD Emerald Low Volatility Canadian Equity Pooled Fund Trust |
| Category Placement: | Canadian Equity |
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| Fund: | TerraTundra Equity Income Fund |
| Category Placement: | Canadian Dividend & Income Equity |
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Sep
Results of New Fund Reviews – Sep 22, 2011
| Fund: | Aberdeen Canada – EAFE Plus Equity |
| Category Placement: | International Equity |
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| Fund: | Aberdeen Canada – Emerging Markets |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Aberdeen Canada – Global Equity |
| Category Placement: | Global Equity |
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| Fund: | Aberdeen Canada – Socially Rspnb Global |
| Category Placement: | Global Equity |
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| Fund: | Aberdeen Canada – Socially Rspnb Intl |
| Category Placement: | Global Equity |
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| Fund: | CI Black Creek Global Balanced Corporate Class |
| Category Placement: | Global Equity Balanced |
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| Fund: | CI Black Creek Global Leaders Corporate Class |
| Category Placement: | Global Equity |
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| Fund: | CI Black Creek International Equity Corp Cl |
| Category Placement: | International Equity |
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| Fund: | Claymore S&P US Dividend Growers ETF Comm |
| Category Placement: | U.S. Equity |
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| Fund: | Exemplar Global Infrastructure Fund |
| Category Placement: | Global Equity |
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| Fund: | Fidelity American High Yield Capital yield |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Fidelity Canadian Bond Capital Yield Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Floating Rate Income Fund (OFR) |
| Category Placement: | High Yield Fixed Income |
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| Fund: | GrowthWorks Commercialization Fund 512 |
| Category Placement: | Retail Venture Capital |
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| Fund: | Horizons BetaPro COMEX Long Gold/Short Silver Spread ETF |
| Category Placement: | Alternative Strategies |
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| Fund: | Horizons BetaPro COMEX Long Silver/Short Gold Spread ETF |
| Category Placement: | Alternative Strategies |
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| Fund: | IA Clarington Strategic Corporate Bond Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | iShares DEX Short Term Corp Univ+Maple Bond Index Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | iShares S&P/TSX Venture Index Fund |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | Leith Wheeler Constrained Fixed Income A |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Leith Wheeler Diversified Pooled Ser A |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Leith Wheeler Long Term Bond Pooled A |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | Leith Wheeler Special Canadian Pooled A |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | Leith Wheeler Total Return Bond Pooled A |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Leith Wheeler Total Return long Bond A |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | Leith Wheeler US Pension Pooled Series A |
| Category Placement: | U.S. Equity |
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| Fund: | Natcan LDI 2X Federal Real Return Bond |
| Category Placement: | Miscellaneous – Leveraged |
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| Fund: | Natcan LDI 2X Provincial Bond 20+ Years |
| Category Placement: | Miscellaneous – Leveraged |
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| Fund: | Natcan LDI Corp Bond “A” & Over 10+ Years |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | Natcan LDI Provincial Bond 10-20 Years |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | Natcan LDI Provincial Bond 20+ Years |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | Norrep Short Term Income Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Norrep Tactical Opportunities Class |
| Category Placement: | Tactical Balnaced |
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| Fund: | Raven Rock Income Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | RBC Target 2013 Corporate Bond ETF |
| Category Placement: | 2015 Target Date |
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| Fund: | RBC Target 2014 Corporate Bond ETF |
| Category Placement: | 2015 Target Date |
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| Fund: | RBC Target 2015 Corporate Bond ETF |
| Category Placement: | 2015 Target Date |
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| Fund: | RBC Target 2016 Corporate Bond ETF |
| Category Placement: | 2020 Target Date |
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| Fund: | RBC Target 2017 Corporate Bond ETF |
| Category Placement: | 2020 Target Date |
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| Fund: | RBC Target 2018 Corporate Bond ETF |
| Category Placement: | 2020 Target Date |
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| Fund: | RBC Target 2019 Corporate Bond ETF |
| Category Placement: | 2020 Target Date |
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| Fund: | RBC Target 2020 Corporate Bond ETF |
| Category Placement: | 2020 Target Date |
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| Fund: | Standard Life SI Global Absolute Return Strategies |
| Category Placement: | Alternative Strategies |
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| Fund: | Standard Life SI Ideal DyEd Bal Gr 100 |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Standard Life SI Ideal Dyn Agr Bdl 100 |
| Category Placement: | Global Equity Balanced |
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| Fund: | Standard Life SI Ideal Dyn Mod Bdl 100 |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Standard Life SI Ideal Dyn Pwr Bal 100 |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Standard Life SI Ideal Meritas Gr & Inc 100 |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Standard life SI Ideal Meritas Inc & Gr 100 |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Standard Life SI Ideal Meritas Bal 100 |
| Category Placement: | Canadian neutral Balanced |
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| Fund: | Sun Life McLean Budden Monthly Income Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Sun Life Tradewinds Emerging Markets Fund |
| Category Placement: | Emerging Markets Equity |
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| Fund: | TD Target Return Balanced Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | TD Target Return Conservative Fund |
| Category Placement: | Tactical Balanced |
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Aug
Results of New Fund Reviews – Aug 25, 2011
| Fund: | AlphaNorth Growth Series A |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | Aston Hill Global Resource Corporate Class |
| Category Placement: | Natural Resources Equity |
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| Fund: | Aston Hill Growth & Income Corp Class |
| Category Placement: | Global Equity Balanced |
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| Fund: | Aston Hill Money Market Corp Class |
| Category Placement: | Canadian Money Market |
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| Fund: | Black Creek Global Balanced Corp Class A |
| Category Placement: | Global Equity Balanced |
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| Fund: | Black Creek Global Leaders Corp Class A |
| Category Placement: | Global Equity |
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| Fund: | Black Creek Int’l Equity Corp Class A |
| Category Placement: | International Equity |
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| Fund: | CI Harbour Voyageur Corp Class A |
| Category Placement: | Canadian Equity |
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| Fund: | DFA Global Balanced Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | DFA Global Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | Fiera Sceptre Tactical Bond Yield Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | First Trust Advantaged Short Duration H-Yield Bd |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Horizons Australian Dollar Currency ETF |
| Category Placement: | Miscellaneous – Other |
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| Fund: | Manulife International Value Equity Fund |
| Category Placement: | International Equity |
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| Fund: | Manulife U.S. All Cap Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Manulife Value Balanced Fund Advisor Series |
| Category Placement: | Global Equity Balanced |
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|
| Fund: | Meritas Growth Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Meritas Income & Growth Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | Norrep Market Neutral Income Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | O’Leary Global Bond Yield Advantaged Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | PowerShares QQQ Class Series A |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | RBC Canadian Mid Cap Equity Class |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | RBC Short Term Income Class |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | TD Target Return Balanced Fund |
| Category Placement: | Tactical Balanced Fund |
|
|
|
| Fund: | TD Target Return Conservative Fund |
| Category Placement: | Tactical Balanced Fund |
|
|
|
| Fund: | TD U.S. Monthly Income Fund |
| Category Placement: | Global neutral Balanced |
|
|
|
| Fund: | TD U.S. Large-Cap Value $US |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | TD U.S. Mid-Cap Growth $US – A |
| Category Placement: | U.S. Small/Mid Cap Equity |
|
|
|
| Fund: | Templeton Frontier Markets Corp Cl A |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Yorkville Enhanced Protection Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Yorkville Global Opportunities Fund |
| Category Placement: | Tactical Balanced |
|
|
|
Jul
Results of New Fund Reviews – Jul 28, 2011
| Fund: | Arrow Special Opportunities Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Aston Hill Global Convertible Bond Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Beutel Goodman Global Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | BlueBay Global Monthly Income Bond |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Brandes Sionna Monthly Income Fund |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | DFA Canadian Vector Equity Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Front Street Global Opportunities Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Front Street Growth and Income Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Front Street Value Fund |
| Category Placement: | Canadian Focused equity |
|
|
|
| Fund: | HBP COMEX Gold Inverse ETF |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | HBP COMEX Long Gold/Short Silver Spread ETF |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | HBP COMEX Long Silver/Short Gold Spread ETF |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | HBP COMEX Silver Inverse ETF |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Horizons Enhanced .U.S.Equity Inc |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Mac Universal Canadian Shield Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Manulife Emerging Markets Bal Fund |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Manulife Emerging Markets Debt Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Manulife Emerging Markets Eq Class |
| Category Placement: | Emerging Market Equity |
|
|
|
| Fund: | Meritas Income Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | Meritas Maximum Growth Portfolio |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Middlefield ENERGY INDEXPLUS Dividend Fund |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | OceanRock Income Portfolio |
| Category Placement: | Canadian Fixed income Balanced |
|
|
|
| Fund: | O’Leary BRIC-PLUS Strategic Yield Fund |
| Category Placement: | Emerging Market Equity |
|
|
|
| Fund: | O’Leary Convertible Debentures Yield Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | O’Leary Floating Rate Yield Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | PH&N 2015 LifeTime Fund – D |
| Category Placement: | 2015 Target Date Portfolio |
|
|
|
| Fund: | PH&N 2020 LifeTime Fund – D |
| Category Placement: | 2020 Target Date Portfolio |
|
|
|
| Fund: | PH&N 2025 LifeTime Fund – D |
| Category Placement: | 2025 Target Date Portfolio |
|
|
|
| Fund: | PH&N 2030 LifeTime Fund – D |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | PH&N 2035 LifeTime Fund – D |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | PH&N 2040 LifeTime Fund – D |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | PH&N 2045 LifeTime Fund – D |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | QV Canadian Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Scotia Income Advantage Fund |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Scotia U.S. $ Balanced Fund |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Standard Life Canadian Equity Growth |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Standard Life Canadian Equity Value |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Standard Life Global Equity Growth |
| Category Placement: | Global Equity |
|
|
|
Jun
Results of New Fund Reviews – Jun 23, 2011
| Fund: | BlueBay Global Monthly Income Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Can-Materials Income ETF |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | Claymore Advantaged Convertible Bond ETF |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Exemplar Market Neutral Portfolio Series B |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Gryphon Balanced |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Gryphon Canadian Equity |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | McLean Budden Responsible Balanced |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Middlefield ActiveIndex REIT Class |
| Category Placement: | Real Estate Equity |
|
|
|
| Fund: | MLI Strategic Income Opportunitites Fund (MSO.UN) |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Norrep Global Income Growth Class |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Norrep High Yield Class |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | OceanRock Balanced Portfolio Series A |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | OceanRock Growth Portfolio Series A |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | PowerShares Fdmtl Hi Yield Corp Bond (CH) Idx ETF |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | PowerShares QQQ (CAD Hedged) Index ETF |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | PowerShares Ultra DLUX Long Term Govt Bond Idx ETF |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | RBC Institutional Cash Fund Series O |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | RBC Institutional Government – Plus Cash Fund Sr O |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | RBC Institutional Long Cash Fund Series O |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | RBC Investment Savings Account Series A |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | Russell Smaller Companies Class Series B C$ |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | Sentry Diversified Total Return Cl |
| Category Placement: | Canadian Focused Equity |
|
|
|
| Fund: | Sentry U.S. Growth and Income Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Sprott Tactical Balanced Fund Series A |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | TD U.S. Monthly Income Fund – I U$ |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | XTF Capital – Can-60 Income ETF |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | XTF Capital – Canadian Convertible Liquid Univ |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | XTF Capital – Can-Energy Income ETF |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | XTF Capital – Can-Financial Income ETF |
| Category Placement: | Financial Services Equity |
|
|
|
May
Results of New Fund Reviews – May 26, 2011
| Fund: | Claymore Advant Sht Dur ETF $US-Adv |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Co-operators Acuity Clean Environment Equity Fund |
| Category Placement: | Canadian Focused Small/Mid Cap Equity |
|
|
|
| Fund: | Co-operators Acuity Social Values Canadian Equity Fund |
| Category Placement: | Canadian Focused Equity |
|
|
|
| Fund: | Co-operators Acuity Social Values Global Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Co-operators Acuity Social Values Balanced Fund |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Co-operators SRI Aggressive Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Co-operators SRI Moderate Portfolio |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Co-operators SRI Very Aggressive Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | BlackRock CDN MSCI ACWI ex-Canada Index |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Desjardins Financial BlackRock LifePath 2015 Idx |
| Category Placement: | 2015 Target Date Portfolio |
|
|
|
| Fund: | Desjardins Financial BlackRock LifePath 2020 Idx |
| Category Placement: | 2020 Target Date Portfolio |
|
|
|
| Fund: | Desjardins Financial BlackRock LifePath 2025 Idx |
| Category Placement: | 2020+ Target Date Portfolio |
|
|
|
| Fund: | Desjardins Financial BlackRock LifePath 2030 Idx |
| Category Placement: | 2020+ Target Date Portfolio |
|
|
|
| Fund: | Desjardins Financial BlackRock LifePath 2035 Idx |
| Category Placement: | 2020+ Target Date Portfolio |
|
|
|
| Fund: | Financial BlackRock LifePath 2040 Idx |
| Category Placement: | 2020+ Target Date Portfolio |
|
|
|
| Fund: | Desjardins Financial BlackRock LifePath 2045 Idx |
| Category Placement: | 2020+ Target Date Portfolio |
|
|
|
Apr
Results of New Fund Reviews – Apr 28, 2011
| Fund: | Assumption Life Balanced Growth Port A |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Assumption Life Balanced Portfolio Ser A |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Assumption Life Conservative Portfolio A |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | Assumption Life Growth Portfolio Ser A |
| Category Placement: | Canadian Focused Equity |
|
|
|
| Fund: | Claymore Gold Bullion ETF |
| Category Placement: | Miscellaneous – Commodity |
|
|
|
| Fund: | DFS BlackRock LifePath Rtr Idx I |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Dynamic American Value Class |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Dynamic Focus+ Balanced Class |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Educators Bond Fund |
| Category Placement: | Canadian Fixed income |
|
|
|
| Fund: | Educators Monthly Income Fund |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Fidelity Global Small Cap Fund |
| Category Placement: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | Fidelity Tactical Strategies Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Horizons AlphaPro Enhanced Income Gold Producers ETF |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Horizons AlphaPro Enhanced Income ETF |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Horizons AlphaPro Enhanced Income Energy ETF |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Horizons Australian Dollar Currency |
| Category Placement: | Miscellaneous – Other |
|
|
|
| Fund: | Horizons U.S> Dollar Currency ETF |
| Category Placement: | Miscellaneous – Other |
|
|
|
| Fund: | Investors Fixed Income Flex Portfolio A |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | iShares JPMorgan USD EM Bond Index Fund (CAD – Hedged) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | iShares S&P Global Healthcare Index Fund (CAD – Hedged) |
| Category Placement: | Health Care Equity |
|
|
|
| Fund: | iShares S&P/TSX Capped Consumer Staples Index Fund |
| Category Placement: | Miscellaneous – Sector Equity |
|
|
|
| Fund: | iShares S&P/TSX Capped Utilities Index Fund |
| Category Placement: | Miscellaneous – Sector Equity |
|
|
|
| Fund: | iShares S&P/TSX Equity Income Index Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | iShares S&P/TSX Global Base Metals Index Fund |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | McLean Budden Global Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | McLean Budden Real Return Bond Fund |
| Category Placement: | Canadian inflation Protected Fixed Income |
|
|
|
| Fund: | Meritas Growth & income Portfolio |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Sun Life BlackRock Canadian Balanced Fund |
| Category Placement: | Canadian Equity Blanced |
|
|
|
| Fund: | Sun Life BlackRock Canadian Equity Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Sun Life McLean Budden Canadian Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
Mar
Results of New Fund Reviews – Mar 24, 2011
| Fund: | CIBC U.S. Dollar Managed Growth Portfolio Class |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Claymore Short Duration HighInc ETF |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Faircourt Metal Plus Income |
| Category Placement: | Miscellaneous – Undisclosed Holdings |
|
|
|
| Fund: | Fidelity Global Large Cap Fund Series A C$ |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Fidelity NorthStar Currency Neutral Class Ser A C$ |
| Category Placement: | Global Equity |
|
|
|
| Fund: | HAP Enhanced Income Equity ETF |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | HBP Junior Oil and Gas Index |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | HSBC Emerging Markets Debt Pooled |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | MAM International Equity Index Pooled |
| Category Placement: | International Equity |
|
|
|
| Fund: | MAM Strategic Income Opportunities Pooled Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | O’Leary Global Equity Income Fund |
| Category Placement: | Miscellaneous – Undisclosed Holdings |
|
|
|
| Fund: | O’Leary Strategic Yield Plus Fund Founder’s Series |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Pyramis Select Intl Plus Equity Trust |
| Category Placement: | International Equity |
|
|
|
| Fund: | RBC U.S. Investment Savings Account |
| Category Placement: | U.S. Money Market |
|
|
|
Feb
Results of New Fund Reviews – Feb 24, 2011
| Fund: | Arrow East Coast Investment Grade Fund Class A |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Aventine BTH Tactical Growth A |
| Category Placement: | North American Equity |
|
|
|
| Fund: | Canoe ‘GO CANADA’ Canadian Asset Allocation Cl A |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Canoe ‘GO CANADA’ Canadian Energy Class A |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | Canoe ‘GO CANADA’ Canadian Equity Class A |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Canoe ‘GO CANADA’ Canadian Money Market Cl A |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | Canoe ‘GO CANADA’ Canadian Monthly Income Class A |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Castlerock Canadian Growth Companies Fund Series A |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Castlerock Enhanced Yield Fund Series A |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Castlerock Pure Canadian Equity Fund Series A |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Castlerock Total Return Fund Series A |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Criterion Utilities Plus Fund Class A |
| Category Placement: | Miscellaneous – Sector Equity |
|
|
|
| Fund: | Fiera Sceptre Active Fixed Income – Long |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | Global Prosperata Capital Preservation |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Horizons AlphaPro Fiera Tactical Bond Fund ETF |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Horizons BetaPro COMEX Copper ETF |
| Category Placement: | Miscellaneous – Commodity |
|
|
|
| Fund: | Horizons Gold Yield Fund Class A |
| Category Placement: | Miscellaneous – Commodity |
|
|
|
| Fund: | Investors Fixed Income Flex Port A |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Manulife Retirement Income |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | O’Leary Yield Advantaged Convertible Debentures |
| Category Placement: | Global Equity |
|
|
|
| Fund: | PH&N LifeTime 2015 Fund Series O |
| Category Placement: | 2015 Target Date Portfolio |
|
|
|
| Fund: | PH&N LifeTime 2020 Fund Series O |
| Category Placement: | 2020 Target Date Portfolio |
|
|
|
| Fund: | PH&N LifeTime 2025 Fund Series O |
| Category Placement: | 2020+ Target Date Portfolio |
|
|
|
| Fund: | PH&N LifeTime 2030 Fund Series O |
| Category Placement: | 2020+ Target Date Portfolio |
|
|
|
| Fund: | PH&N LifeTime 2035 Fund Series O |
| Category Placement: | 2020+ Target Date Portfolio |
|
|
|
| Fund: | PH&N LifeTime 2040 Fund Series O |
| Category Placement: | 2020+ Target Date Portfolio |
|
|
|
| Fund: | PH&N LifeTime 2045 Fund Series O |
| Category Placement: | 2020+ Target Date Portfolio |
|
|
|
| Fund: | PH&N Short Inflation-Linked Bond Fund |
| Category Placement: | Canadian Inflation Protected Fixed Income |
|
|
|
| Fund: | Working Opportunity Fund Commercialization 11 |
| Category Placement: | Retail Venture Capital |
|
|
|
Jan
Results of New Fund Reviews – Jan 27, 2011
| Fund: | BMO 2013 Corporate Bond Target Maturity ETF |
| Category Placement: | 2015 Target Date Portfolio |
|
|
|
| Fund: | BMO 2015 Corporate Bond Target Maturity ETF |
| Category Placement: | 2015 Target Date Portfolio |
|
|
|
| Fund: | BMO 2020 Corporate Bond Target Maturity ETF |
| Category Placement: | 2020+ Target Date Portfolio |
|
|
|
| Fund: | BMO 2025 Corporate Bond Target Maturity ETF |
| Category Placement: | 2020+ Target Date Portfolio |
|
|
|
| Fund: | BMO Agriculture Commodities Index ETF |
| Category Placement: | Miscellaneous Sector Equity |
|
|
|
| Fund: | BMO Base Metals Commodities Index ETF |
| Category Placement: | Miscellaneous Sector Equity |
|
|
|
| Fund: | BMO Covered Call Canadian Banks ETF |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | BMO Energy Commodities Index ETF |
| Category Placement: | Miscellaneous – Sector Equity |
|
|
|
| Fund: | BMO Monthly Income ETF |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | BMO Precious Metals Commodities Index ETF |
| Category Placement: | Precious Metals Equity |
|
|
|
| Fund: | CI Signature Gold Corporate Class |
| Category Placement: | Miscellaneous – Commodities |
|
|
|
| Fund: | Equitable Life Active Balanced ETF Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Equitable Life Acuity Diversified Income Fund |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Equitable Life Dynamic Value Balanced Fund |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Equitable Life Mackenzie Founders Income and Growth Fund |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Equitable Life Mackenzie Saxon Balanced Fund |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Equitable Life Trimark Income Growth Fund |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | HBP S&P 500 VIX Sht Term Futures Index ETF |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Horizons AlphaPro Floating Rate Bond ETF |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | HSBC US Dollar Monthly Income |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | IA SRP Canadian Eq (Dynmc) Hybrd 75/25 |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | IA SRP Canadian Eq(Lon Frzr) Hybrd 75/25 |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | IA SRP Canadian Eq(SmCp)(QV) Hybrd 75/25 |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | IA SRP Canadian Equity Gr Hybrd 75/25 |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | IA SRP Canadian Equity Growth |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | IA SRP Canadian Equity Index Hybrd 75/25 |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | IA SRP Canadian Equity Value Hybrd 75/25 |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | IA SRP Canadian Leaders Hybrid 75/25 |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | IA SRP Dividend Growth Hybrid 75/25 |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | IA SRP Dividend Income Hybrid 75/25 |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | IA SRP Fidelity Canadian Opp Hybrd 75/25 |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | IA SRP Fidelity Dividend Hybrid 75/25 |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | IA SRP Fidelity True North Hybrid 75/25 |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | IA SRP Global Dividend(Dynmc)Hybrd 75/25 |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | IA SRP Global Eq (Tmpltn) Hybrd 75/25 |
| Category Placement: | Global Equity Balanced |
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| Fund: | IA SRP Global Eq(Mcknz Cndll)Hybrd 75/25 |
| Category Placement: | Global Equity Balanced |
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| Fund: | IA SRP Global Equity Hybrid 75/25 |
| Category Placement: | Global Equity Balanced |
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| Fund: | IA SRP Global Health Care (Ren) |
| Category Placement: | Health Care Equity |
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| Fund: | IA SRP Global True Cnvctn Hybrd 75/25 |
| Category Placement: | Global Equity Balanced |
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| Fund: | IA SRP Monthly Income (PH&N) |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | IA SRP Select Canadian Hybrid 75/25 |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | IA SRP Tactical Bond (Catapult) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | IA SRP U.S. Equity (Sarbit) Hybrid 75/25 |
| Category Placement: | Global Equity Balanced |
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| Fund: | Invesco Emerging Markets Class |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Invesco Emerging Markets Debt Fund |
| Category Placement: | High Yeild Fixed Income |
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| Fund: | Leith Wheeler Canadian Dividend Series B |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Leith Wheeler Income Advantage Series B |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Marquest Credit |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Marquest Investment Grade Income |
| Category Placement: | Global Fixed Income |
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| Fund: | National Bank Bond Basket Private Pool |
| Category Placement: | Canadian Fixed Income |
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| Fund: | National Bank Corp fixed-inc securities |
| Category Placement: | Canadian Fixed Income |
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| Fund: | National Bank Diversified Bond Basket Private Pl |
| Category Placement: | Canadian Fixed Income |
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| Fund: | National Bank Dividend Basket Private Pool |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | National Bank Multiple Asset Cl Basket Priv Pl |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | PIMCO Canadian Long Term Bond Fund |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | PIMCO Canadian Real Return Bond Fund |
| Category Placement: | Canadian Inflation Protected Fixed Income |
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| Fund: | PIMCO Canadian Short Term Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | PIMCO Canadian Total Return Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | PIMCO Global Advantage Strategy Bond Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | PIMCO Global Balanced Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | PIMCO Monthly Income Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | PIMCO Pathfinder Fund |
| Category Placement: | Global Equity |
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| Fund: | Redwood Emerging Markets Dividend Inc |
| Category Placement: | Emerging Markets Equity |
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| Fund: | SFCS Titans Limited Partnership |
| Category Placement: | Alternative Strategies |
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| Fund: | TD Short Term Invest Class – A |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | TD U.S. Large-Cap Value Cl – A |
| Category Placement: | U.S. Equity |
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| Fund: | TD U.S. Mid-Cap Growth Cl – A |
| Category Placement: | U.S. Small / Mid Cap Equity |
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| Fund: | TD Ultra Short Term Bond-A |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Tmpltn Asian Growth CC |
| Category Placement: | Asia Pacific ex-Japan Equity |
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| Fund: | Trimark Energy Class |
| Category Placement: | Natural Resources Equity |
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| Fund: | Venator Income-Cl A |
| Category Placement: | Alternative Strategies |
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