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:
2012
Dec
Results of New Fund Reviews – Dec 20, 2012
| Fund: | ASTRA Tradewinds US Equity |
| Category Placement: | U.S. Equity |
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| Fund: | First Asset CanBanc 8 Income Corp. |
| Category Placement: | Financial Services Equity |
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| Fund: | Globevest Capital Balanced Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Harvest Sustainable Income Fund |
| Category Placement: | Canadian Equity |
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| Fund: | Harvest Sustainable Income Sr R |
| Category Placement: | Canadian Equity |
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| Fund: | IA Canadian Eqty Low Volatility (TD)-PF |
| Category Placement: | Canadian Equity |
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| Fund: | IA Global Eqty Low Volatil ACWI (TD)-PF |
| Category Placement: | Global Equity |
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| Fund: | IA Global Equity Idx ACWI (BlackRock)-PF |
| Category Placement: | Global Equity |
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| Fund: | Invesco Balanced Risk Allocation Pool |
| Category Placement: | Miscellaneous – Other |
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| Fund: | iShares Silver Bullion Fund (CAD-Hedged) |
| Category Placement: | Miscellaneous – Commodity |
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| Fund: | iShares Silver Bullion Fund (Non-Hedged) |
| Category Placement: | Miscellaneous – Commodity |
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| Fund: | LL BlackRock LifePath 2050 |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | LL Cadence 2055 |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | LL ClearPath 2050 (Fidelity) |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | LL ClearPath 2055 (Fidelity) |
| Category Placement: | 2025+ Target Date Portfolio |
| Fund: | LL Continuum 2055 |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | Man GLG EM Income Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Man GLG Income Opportunities Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Russell Focused Canadian Equity Pool |
| Category Placement: | Canadian Equity |
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| Fund: | Russell Global Infrastructure Pool |
| Category Placement: | Global Equity |
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| Fund: | Russell Global Real Estate Pool |
| Category Placement: | Real Estate Equity |
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| Fund: | Russell Real Asset Portfolio |
| Category Placement: | Miscellaneous – Income & Real Property |
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| Fund: | Scotia Private Real Estate Income Pool |
| Category Placement: | Real Estate Equity |
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| Fund: | Scotia Selected Income Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Scotia U.S. Dividend Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Scotia U.S. Equity Blend Class |
| Category Placement: | U.S. Equity |
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| Fund: | Standard Life S2 Ideal Short Term Bond 75 |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Standard Life S2 Ideal Tactical Income 7575 |
| Category Placement: | Tactical Balanced |
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| Fund: | Walton CA Highland Falls |
| Category Placement: | Miscellaneous – Other |
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| Fund: | Walton Edgemont Development Corporation |
| Category Placement: | Miscellaneous – Other |
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| Fund: | Walton U.S. Dollar Income 1 Corporation |
| Category Placement: | Miscellaneous – Other |
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| Fund: | Walton Westphalia Development Corporation |
| Category Placement: | Miscellaneous – Other |
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| Fund: | Walton Yellowhead Development Corporation |
| Category Placement: | Miscellaneous – Other |
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Nov
Results of New Fund Reviews – Nov 22, 2012
| Fund: | Addenda EAFE Equity Pooled |
| Category Placement: | International Equity |
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| Fund: | Addenda Global Equity Pooled |
| Category Placement: | Global Equity |
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| Fund: | ASTRA Guardian Canadian Dividend Equity |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Batirente Diversified Energetic |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Batirente Diversified Income |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | BlueBay Global Convertible Bond Fund Series A |
| Category Placement: | High Yield Fixed Income |
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| Fund: | BMO S&P 500 ETF |
| Category Placement: | U.S. Equity |
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| Fund: | BMO S&P/TSX EW Global Gold Index ETF |
| Category Placement: | Precious Metals Equity |
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| Fund: | BMO S&P/TSX EW Industrials Index ETF |
| Category Placement: | Miscelaneous – Sector Equity |
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| Fund: | BMO S&P/TSX Laddered Preferred Share ETF |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | DFS AlphaFixe Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | DFS Invesco Balanced-Risk Allocation Fund |
| Category Placement: | Miscellaneous – Other |
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| Fund: | DFS Lazard U.S. Strategic Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Fidelity Tactical Fixed Income Capital Yield Fd A |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Lincluden Bond Pooled |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Middlefield CAN GLOBAL REIT Income Fund |
| Category Placement: | Real Estate Equity |
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| Fund: | PH&N Monthly Income Class Ser A |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Propel North American REIT Income Fund |
| Category Placement: | Real Estate Equity |
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| Fund: | RBC Bond Capital Class Ser A |
| Category Placement: | Canadian Fixed Income |
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| Fund: | RBC QUBE Low Volatility Canadian Equity Fd Ser A |
| Category Placement: | Canadian Equity |
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| Fund: | RBC QUBE Low Volatility Global Equity Fd Ser A |
| Category Placement: | Global Equity |
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| Fund: | RBC QUBE Low Volatility U.S. Equity Fd Ser A |
| Category Placement: | U.S. Equity |
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| Fund: | RBC Select Aggressive Growth Class Ser A |
| Category Placement: | Global Equity |
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| Fund: | RBC Select Balanced Class Ser A |
| Category Placement: | Global Neutral Balanced |
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| Fund: | RBC Select Conservative Class Ser A |
| Category Placement: | Global Neutral Balanced |
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| Fund: | RBC Select Growth Class Ser A |
| Category Placement: | Global Equity Balanced |
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| Fund: | RBC Select Very Conservative Class Ser A |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | RBC U.S. Dividend Class Ser A |
| Category Placement: | U.S. Equity |
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Oct
Results of New Fund Reviews – Oct 25, 2012
| Fund: | Analytic Global Low Volatility Equity |
| Category Placement: | Global Equity |
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| Fund: | Barometer High Income (Cayman) Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | DFS GIF – International Equity Growth |
| Category Placement: | International Equity |
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| Fund: | Fidelity U.S. Dividend Currency Neutral Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Fidelity U.S. Dividend Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Fidelity U.S. Monthly Income Capital Yield Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Fidelity U.S. Monthly Income Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Frk US Rising Dividends Hedged CC |
| Category Placement: | U.S. Equity |
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| Fund: | GFM Dividend Income Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Glovista Emerging Markets Equity |
| Category Placement: | Emerging Market Equity |
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| Fund: | Horizons Active Cdn Bond ETF – HAD |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Horizons Active Emerging markets Div ETF – HAJ |
| Category Placement: | Emerging Markets Equity |
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| Fund: | IA Ecoflex Tactical Income (Aston Hill) |
| Category Placement: | Tactical Balanced |
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| Fund: | Mac Global Tactical Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | Mac Symmetry Conservative Income Port |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Manulife Balanced Equity Private Pool |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Manulife Balanced Income Private Pool |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Manulife Balanced Private Pool |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Manulife Canadian Fixed Income Private Trust |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Manulife Corporate Fixed Income Private Trust |
| Category Placement: | Canadian Fixed Income |
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| Fund: | PH&N Institutional Short Term Income Fund |
| Category Placement: | Canadian Money Market |
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| Fund: | Picton Mahoney Premium Fund |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Portland Advantage Fund |
| Category Placement: | Canadian Focused Equity |
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| Fund: | Portland Canadian Balanced Fund |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Portland Canadian Focused Fund |
| Category Placement: | Canadian Focused Equity |
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| Fund: | Portland Global Income Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | Principal Cdn Fixed Income Plus |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Roundtable Canadian Offshore Hedge Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Roundtable Energy Income Fund (USD) |
| Category Placement: | Natural Resources Equity |
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| Fund: | Roundtable Enhanced Equity Fund (USD) |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Transamerica Canadian Large Cap Index GIF – TIP |
| Category Placement: | Canadian Equity |
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| Fund: | Transamerica Global Growth GIF – TIP |
| Category Placement: | Global Equity |
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| Fund: | Transamerica U.S. Equity Index GIF – TIP |
| Category Placement: | U.S. Equity |
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| Fund: | Vanguard Canadian Short-Term Corp Bond Index ETF |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Vanguard FTSE Canadian Capped REIT Index ETF |
| Category Placement: | Real Estate Equity |
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| Fund: | Vanguard FTSE Cdn High Dividend Yield Index ETF |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Vanguard S&P 500 Index ETF |
| Category Placement: | U.S. Equity |
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| Fund: | Vision Opportunity Fund LP II |
| Category Placement: | Real Estate Equity |
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| Fund: | VPI Mortgage Pool |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Wellington (Canada) Universe Bond Plus |
| Category Placement: | Canadian Fixed Income |
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Sep
Results of New Fund Reviews – Sep 27, 2012
| Fund: | AGF Emerging Markets Pooled |
| Category Placement: | Emerging Markets Equity |
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| Fund: | AGF Global Core Equity Pooled |
| Category Placement: | Global Equity |
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| Fund: | Anchor Managed Defensive Income Fd |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Anchor Managed Dividend Growth Fd |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Anchor Managed High Income Fund |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Artio Global Equity (Canada) |
| Category Placement: | Global Equity |
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| Fund: | Artio International Equity II (Canada) |
| Category Placement: | International Equity |
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| Fund: | BlackRock CDN Glbl Dev Real Est Idx Cl D |
| Category Placement: | Real Estate Equity |
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| Fund: | BlackRock CDN Glbl Infras Eq Idx Cl D |
| Category Placement: | Global Equity |
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| Fund: | BlackRock CDN LifePath 2050 Index |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | BMG Gold Advantage Return Bullion Fund |
| Category Placement: | Miscellaneous – Commodity |
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| Fund: | CC&L Small Cap Market Neutral Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Desjardins Fin’l Baillie Gifford Glbl Eq |
| Category Placement: | Global Equity |
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| Fund: | DFA Global 80EQ-20FI Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | DFS BlackRock Global Infrastructure Index Fund |
| Category Placement: | Global Equity |
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| Fund: | First Asset Morningstar Canada Liquid Bond Idx |
| Category Placement: | Canadian Fixed Income |
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| Fund: | First Asset Morningstar Emerging Mkt Comp Bd |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Front Street DCA Special Opportunities Class |
| Category Placement: | Miscellaneous – Other |
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| Fund: | Highstreet Focused Canadian Equity |
| Category Placement: | Canadian Equity |
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| Fund: | Horizons Enhanced US Equity Inc ETF Comm |
| Category Placement: | U.S. Equity |
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| Fund: | iShares DEX HYBrid Bond Index |
| Category Placement: | High Yield Fixed Income |
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| Fund: | MFS International Equity (Canada) |
| Category Placement: | International Equity |
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| Fund: | RBC Target 2021 Corporate Bond ETF |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Sentry Bond Plus Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Sentry Enhanced Corporate Bond Capital Yield Class |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Standard Life Balanced Index Port (SLI) |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Standard Life Growth Index Port (SLI) |
| Category Placement: | Global Equity Balanced |
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| Fund: | Standard Life Income Index Port (SLI) |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Standard Life Retirement |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | TD Canadian Low Volatility Class I |
| Category Placement: | Canadian Equity |
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| Fund: | TD Fixed Income Capital Yield Pool Cl A |
| Category Placement: | Global Fixed Income |
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| Fund: | TD Global High Yield Capital Class A |
| Category Placement: | High Yield Fixed Income |
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| Fund: | TD Strategic Yield I |
| Category Placement: | Global Neutral Balanced |
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| Fund: | TD Tactical Monthly Income A |
| Category Placement: | Tactical Balanced |
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Aug
Results of New Fund Reviews – Aug 23, 2012
| Fund: | Aston Hill Shareholder Yield Fund |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | BlackRock CDN Long Bond Index Cl A |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | BlackRock CDN MSCI EAFE Index Class A |
| Category Placement: | International Equity |
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| Fund: | BlackRock CDN Real Return Bond Idx Cl A |
| Category Placement: | Canadian Inflation Protected Fixed Income |
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| Fund: | BlackRock CDN US Equity Idx Hdg Non-Tax |
| Category Placement: | U.S. Equity |
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| Fund: | BMO Canadian Large Cap Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | Bristol Gate US Dividend Growth |
| Category Placement: | U.S. Equity |
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| Fund: | Cumberland Capital Appreciation |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Cumberland Income |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Cumberland International |
| Category Placement: | International Equity |
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| Fund: | Cumberland Opportunities |
| Category Placement: | Canadian Focused Small/Mid Cap Equity |
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| Fund: | iShares MSCI ACWI Minimum Volatility Index Fund |
| Category Placement: | Global Equity |
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| Fund: | iShares MSCI Canada Minimum Volatility Index Fund |
| Category Placement: | Canadian Equity |
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| Fund: | iShares MSCI EAFE Minimum Volatility Index Fund |
| Category Placement: | International Equity |
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| Fund: | iShares MSCI Emerging Mkts Minimum Volatility Idx |
| Category Placement: | Emerging Markets Equity |
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| Fund: | iShares MSCI USA Minimum Volatility Index Fund |
| Category Placement: | U.S. Equity |
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| Fund: | iShares US High Div Equity Index Fund CADHedged |
| Category Placement: | U.S. Equity |
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| Fund: | PowerShares Tactical Bond ETF |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Principal US Value Equity |
| Category Placement: | U.S. Equity |
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| Fund: | Sprott Flatiron Yield Trust |
| Category Placement: | Alternative Strategies |
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Jul
Results of New Fund Reviews – July 26, 2012
| Fund: | Brandes Global Opportunities Fund |
| Category Placement: | Global Equity |
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| Fund: | Counsel Global Dividend Series |
| Category Placement: | Global Equity |
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| Fund: | Counsel High Yield Fixed Income Series |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Counsel Managed High Yield Portfolio Series |
| Category Placement: | Tactical Balanced |
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| Fund: | First Asset DEX All Canada Bond Barbell Idx Common |
| Category Placement: | Canadian Fixed Income |
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| Fund: | First Asset DEX Corporate Bond Barbell Common |
| Category Placement: | Canadian Fixed Income |
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| Fund: | First Asset DEX Government Bond Barbell Idx Com |
| Category Placement: | Canadian Fixed Income |
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| Fund: | First Trust Global Balanced Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | First Trust U.S. Dividend Portfolio |
| Category Placement: | U.S. Equity |
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| Fund: | Lysander Corporate Value Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Northwest Macro Canadian Asset Allocation Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | Northwest Macro Canadian Equity |
| Category Placement: | Canadian Focused Equity |
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| Fund: | Polar Investment – CAMBay Select Class |
| Category Placement: | Alternative Strategies |
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| Fund: | Provisus Balanced Corporate Class O |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Provisus Canadian Equity Corporate Cl O |
| Category Placement: | Canadian equity |
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| Fund: | Provisus Global Equity Corporate Class O |
| Category Placement: | Global Equity |
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| Fund: | Provisus International Equity Corp Cl O |
| Category Placement: | International Equity |
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| Fund: | Provisus North American Equity Corp Cl O |
| Category Placement: | North American Equity |
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| Fund: | Provisus Total Equity Corporate Class O |
| Category Placement: | Global Equity |
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| Fund: | Provisus US Equity Corporate Class O |
| Category Placement: | U.S. Equity |
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| Fund: | Quadrus GLC Growth and Income Corporate Class |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Russell Short Term Income Pool |
| Category Placement: | Canadian Short Term Fixed Income |
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Jun
Results of New Fund Reviews – June 28, 2012
| Fund: | Aston Hill Opportunities Fund |
| Category Placement: | North American Equity |
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| Fund: | BMO GDN Dividend Fund Advisor Series |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | BMO GDN World Bond Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | CC&L Core Income and Growth Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | CC&L Equity Income and Growth Fund |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | CC&L High Yield Bond Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | DWIC Canadian Value Strategy |
| Category Placement: | Canadian Focused Equity |
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| Fund: | DWIC Core Equity Strategy |
| Category Placement: | Canadian Focused Equity |
| Fund: | DWIC Diversified Bond Strategy |
| Category Placement: | Canadian Fixed Income |
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| Fund: | DWIC Equity Income Strategy |
| Category Placement: | Canadian Focused Equity |
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| Fund: | DWIC Global Value Strategy |
| Category Placement: | Global Equity |
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| Fund: | DWIC Growth Strategy |
| Category Placement: | North American Equity |
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| Fund: | Exemplar Timber Fund |
| Category Placement: | Miscellaneous Sector Equity |
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| Fund: | Exemplar Yield Fund |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | First Asset Cdn Convertible Bond Fund ETF |
| Category Placement: | High Yield Fixed Income |
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| Fund: | First Asset JFT Strategies Fund |
| Category Placement: | Deffered |
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| Fund: | Harvest Canadian Income & Growth Fund |
| Category Placement: | Canadian Equity |
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| Fund: | Horizons Universa Canadian Black Swan ETF (HUT) |
| Category Placement: | Canadian Equity |
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| Fund: | Horizons Universa US Black Swan ETF Comm |
| Category Placement: | U.S. Equity |
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| Fund: | Humber Global Opportunity Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | IA Clarington Focused Balanced Fund |
| Category Placement: | Canadian Neutral Balance |
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| Fund: | IA Clarington Focused Canadian Equity |
| Category Placement: | Canadian Equity |
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| Fund: | Landry Morin Canadian Dividend Plus Fund |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Mawer International Equity Pooled Fund |
| Category Placement: | International Equity |
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| Fund: | NexGen Corporate Bond Registered |
| Category Placement: | Global Fixed Income |
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| Fund: | RBC Target 2030 Education Fund |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | Scotia Cdn Corporate Bond Cap Yld Cl M |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Scotia Conserv Govt Bond Capital Yield |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Scotia Short Term Yield Cl Ser M |
| Category Placement: | Canadian Short-Term Fixed Income |
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| Fund: | SEI Short Term Investment Fund |
| Category Placement: | Defered |
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| Fund: | Sentry Global Dividend Fund |
| Category Placement: | Global Equity |
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| Fund: | Sentry US Growth and Income Class |
| Category Placement: | Global Equity |
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|
| Fund: | SSgA Active Canadian Long Term Bond |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | SSgA Active Emerging Markets Select Strategy |
| Category Placement: | Emerging Market Equity |
|
|
|
| Fund: | SSgA Canadian Dynamic Equity |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | SSgA S&P 500 Index Hedged to CAD |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Standard Life High Yield Bond Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Standard Life Short Term Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
May
Results of New Fund Reviews – May 24, 2012
| Fund: | AGF Inflation Focus Fund |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | AGF Monthly High Income Class |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Aurion Capital Canadian Bond |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Aurion Capital Canadian Equity |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | BlackRock CDN LifePath 2015 Index Fund |
| Category Placement: | 2015 Target Date Portfolio |
|
|
|
| Fund: | BlackRock CDN LifePath 2020 Index Fund |
| Category Placement: | 2020 Target Date Portfolio |
|
|
|
| Fund: | BlackRock CDN LifePath 2025 Index Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | BlackRock CDN LifePath 2030 Index Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | BlackRock CDN LifePath 2035 Index Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | BlackRock CDN LifePath 2040 Index Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | BlackRock CDN LifePath 2045 Index Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Fidelity Concentrated Value Private Pool |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Fidelity Premium Tactical Fixed Income CapYld B C$ |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Fidelity Tactical Fixed Income Fund Series A C$ |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | JC Clark Focused Opportunities A |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Lincluden Income Plus Pooled |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Manulife GIF Select Diversified Income Pt |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | MD Precision Balanced Income Portfolio |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | MD Precision Moderate Growth Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Natcan Canadian Dividend & Cap Apprec |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | Propel Strategic Income Allocation Fund |
| Category Placement: | Global Fixed Income |
|
|
|
Apr
Results of New Fund Reviews – Apr 26, 2012
| Fund: | AGF Equity Income Focus Fund |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | AGF Income Focus Fund C$ |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | BMO Asian Growth & Income Fund |
| Category Placement: | Asia Pacific ex-Japan Equity |
|
|
|
| Fund: | BMO Enhanced Equity Income Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | BMO Global Small Cap Fund |
| Category Placement: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | BMO Laddered Corporate Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | BMO Quantamental Canadian Large Cap Growth Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | BMO Target Enhanced Yield ETF Portfolio |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | BMO Target Yield ETF Portfolio |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | CDSPI Canadian Equity Corp Cl (CI) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | CDSPI Global Real Estate (Invesco) |
| Category Placement: | Real Estate Equity |
|
|
|
| Fund: | CDSPI Short-Term Advantage Corp Cl (CI) |
| Category Placement: | Canadian Synthetic Money Market |
|
|
|
| Fund: | Dynamic Power Managed Growth Class |
| Category Placement: | Canadian Focused Equity |
|
|
|
| Fund: | Guardian Private Wealth Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | HBP S&P 500 VIX ST Futures Inverse ETF – HVI |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Horizons Morningstar Hedge Fund Index ETF – HHF |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Norrep MG Opportunity Class |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | O’Leary Emerging Markets Yield Fund |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | PowerShares S&P 500 High Beta (CAD Hedged) UHB |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | PowerShares S&P 500 Low Volat CAD Hg ETF |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | PowerShares S&P/TSX Composite High Beta Index ETF – THB |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | PowerShares S&P/TSX Composite Low Volatility TLV |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Scotia Private Canadian Preferred Share Pool |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | SEI Global Managed Volatility Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Sprott Enhanced Balanced Fund |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Sprott Enhanced Equity Class |
| Category Placement: | Canadian Focused Equity |
|
|
|
Mar
Results of New Fund Reviews – Mar 23, 2012
| Fund: | AGF Floating Rate Income Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | Capital International – Emerging Mkts Total Opp |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | CI Signature High Yield Bond Trust |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Highstreet Global Equity Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Horizons Auspice Managed Futures Index ETF |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Horizons Crude Oil Yield ETF – HOY |
| Category Placement: | Miscellaneous – Commodity |
|
|
|
| Fund: | Horizons Diversified Commodity Yield ETF – HCY |
| Category Placement: | Miscellaneous – Commodity |
|
|
|
| Fund: | Horizons Natural Gas Yield ETF – HNY |
| Category Placement: | Miscellaneous – Commodity |
|
|
|
| Fund: | Horizons S&P/TSX 60 130/30 ETF Adv |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Horizons Silver Yield ETF – HZY |
| Category Placement: | Miscellaneous – Commodity |
|
|
|
| Fund: | Invesco Intactive Strat Yld Port |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Manulife Canadian Equity Balanced Fund |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Manulife Corporate Bond Class |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Manulife Dividend Income Fund |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | Manulife Strategic Balanced Yield Fund |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Marquis Balanced Class Portfolio Series |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Propel Diversified Alpha Fund II |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | SunWise Ess Cambridge Cdn Asset Allocat Fd PIM Inv |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | SunWise Ess Cambridge Cdn Equity Bundle PIM Inv |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | SunWise Ess CI Global Bundle PIM Investment Class |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | SunWise Ess Harbour Bundle PIM Investment Cl |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | SunWise Ess Harbour Foreign Equity Fd PIM Inv Cl |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | SunWise Ess Port Ser Conservative Bal Fd PIM Inv |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | SunWise Ess Portfolio Ser Balanced Gwth Fd PIM Inv |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | SunWise Ess Portfolio Ser Growth Fd PIM Inv |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | SunWise Ess Portfolio Ser Maximum Gwth Fd PIM Inv |
| Category Placement: | Global Equity |
|
|
|
| Fund: | SunWise Ess Portfolio Series Balanced Fund PIM Inv |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | SunWise Ess Signature Diversified Yield Fd PIM Inv |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | SunWise Ess Signature Dividend Bundle PIM Inv Cl |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | SunWise Ess Signature Gb Income & Growth Fd PIM Iv |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | SunWise Ess Signature High Income Fd PIM Inv |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | SunWise Ess Signature Income & Growth Fd PIM Inv |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | SunWise Ess Signature Select Cdn Bundle PIM Inv |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | SunWise Ess Synergy Canadian Bundle PIM Inv |
| Category Placement: | Canadian Equity Balanced |
|
|
|
Feb
Results of New Fund Reviews – Feb 23, 2012
| Fund: | Caldwell Canadian Value Momentum |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Claymore Managed Futures ETF |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Desjardins Fin’l TOBAM Anti-Bench Wld Eq |
| Category Placement: | Global Equity |
|
|
|
| Fund: | DynamicEdge Conservative Portfolio |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | DynamicEdge Defensive Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | Horizons High Yield Bond ETF (HYI) |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Horizons U.S. Floating Rate Bond ETF (HUF.U) |
| Category Placement: | Miscellaneous – Income & Real Property |
|
|
|
| Fund: | IA Canadian Focused Equity (Pyramis) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Perennial Equity Portfolio |
| Category Placement: | North American Equity |
|
|
|
| Fund: | Perennial Fixed Income Portfolio |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | RBC US Mid-Cap Value Equity A |
| Category Placement: | U.S. Small/Mid Cap Equity |
|
|
|
| Fund: | RBC US Small-Cap Core Equity A |
| Category Placement: | U.S. Small/Mid Cap Equity |
|
|
|
| Fund: | Sentry Conserv Bal Income Class |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Sprott Silver Equities Class |
| Category Placement: | Precious Metals Equity |
|
|
|
| Fund: | Steadyhand Founders Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | XTF Morningstar CAD DIV 30 ETF |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | XTF Morningstar Canada Momentum Index ETF Common |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | XTF Morningstar Canada Value Index ETF Common |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | XTF Morningstar Nat Bank Quebec Index ETF Common |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | XTF Morningstar US Divid Target 50 Idx ETF Common |
| Category Placement: | US Equity |
Jan
Results of New Fund Reviews – Jan 26, 2012
| Fund: | ASTRA Sprott/Fiera Sceptre Canadian Balanced |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Bissett Strategic Income Fund |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | BlueBay Emerging Markets Corporate Bond |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Canoe ‘GO CANADA!’ Bond Advantage Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Canoe ‘GO CANADA!’ Capital Appreciation |
| Category Placement: | Canadian Focused Small/Mid Cap Equity |
|
|
|
| Fund: | Canoe ‘GO CANADA!’ Energy Income Class |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Canoe ‘GO CANADA!’ Enhanced Income Fund |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | Canoe ‘GO CANADA!’ Equity Income Class |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | CI Cambridge Income |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | CI Signature High Yield Bond |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Empire Life Canadian Equity A |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Empire Life Dividend Growth A |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | Empire Life Emblem Aggressive Gr Port A |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Empire Life Emblem Balanced Portfolio A |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Empire Life Emblem Conservative Port A |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | Empire Life Emblem Growth Portfolio A |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Empire Life Emblem Moderate Gr Port A |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Empire Life Money Market Mutual Fund |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | Empire Life Monthly Income A |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Empire Life Small Cap Equity A |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | Fidelity Asset Allocation CN PP-B |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Fidelity Asset Allocation PP-B |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Fiera Sceptre Balanced Core |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Galileo Grizzly Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Galileo Partners Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Garrison Hill Fund Class A |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Hexavest ACWI |
| Category Placement: | Global Equity |
|
|
|
| Fund: | IA SRP Global Equity (Radin) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | IA SRP Global Equity (Radin) Hybrid 75/25 |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | IA SRP Real Return Bond |
| Category Placement: | Canadian Inflation Protected Fixed Income |
|
|
|
| Fund: | IA SRP Strategic Corporate Bond |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | IA SRP Strategic Income |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Integra Diversified Private Trust-PF |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Integra Gr & Inc Diversified Private Tr |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Integra Lincluden Private Trust |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Lester Canadian Equity Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Mac Symmetry One Reg Ultra Conservative |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Mac Symmetry One Ultra Conservative |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Maritime Life Elite Port Monthly High Income Seg |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Maritime Life Elite Port Simplicity Aggressive Pt |
| Category Placement: | Canadian Focused Equity |
|
|
|
| Fund: | Maritime Life Elite Portfolio Bond Segregated Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Maritime Life Elite Portfolio Money Segregated Fd |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | Maritime Life Triflex Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | O’Leary Canadian Diversified Income Fund (ODI) |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | PowerShares S&P 500 Low Volatility – ULV |
| Category Placement: | U.S Equity |
|
|
|
| Fund: | PowerShares Senior Loan (CAD Hdg) Index ETF-BKL |
| Category Placement: | Miscellaneous – Income & Real Property |
|
|
|
| Fund: | PRO Fundamental Balanced Index Fund |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | PRO Fundamental Bond Index Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | PS FTSE RAFI Canadian ETF |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | PS FTSE RAFI US (CAD Hedged) ETF |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Russell Global High Income Bd Pool Ser A |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Russell LifePoints BalInc Cl Pt B |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Russell LifePoints Conservative Income |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | Russell LifePoints Fixed Income Portfolio |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Scotia Private Cdn Preferred Share Pool |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | Scotia Private US Dividend Pool |
| Category Placement: | US Equity |
|
|
|
| Fund: | Sun Life Managed Balanced Growth Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Sun Life Managed Balanced Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Sun Life Managed Conservative Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Sun Life Managed Growth Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Sun Life Managed Moderate Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | TD Advantage Aggressive Growth Pt |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Working Opportunity Fund Commercialization 12 |
| Category Placement: | Retail Venture Capital |
