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:
2013
Dec
Results of New Fund Reviews – Dec 19, 2013
| Fund: | American Core Sectors Dividend Fund |
| Category Placement: | U.S. Equity |
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| Fund: | BMO Insurance Canadian Balanced Growth GIF |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | BMO Insurance Canadian Income Strategy GIF |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | BMO Insurance Money Market GIF |
| Category Placement: | Canadian Money Market |
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| Fund: | BMO Insurance North American Income Strategy GIF |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | BMO Insurance U.S. Balanced Growth GIF |
| Category Placement: | Global Equity Balanced |
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| Fund: | Canoe Global Equity Income Class |
| Category Placement: | Global Equity |
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| Fund: | Canoe U.S. Equity Income Class |
| Category Placement: | U.S. Equity |
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| Fund: | CC&L Q Emerging Market Equity |
| Category Placement: | Emerging Market Equity |
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| Fund: | Crusader Equity Income A |
| Category Placement: | Canadian Equity |
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| Fund: | Desjardins Fin’l Letko Brosseau Balanced |
| Category Placement: | Global Equity Balanced |
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| Fund: | Desjardins Fin’l Letko Brosseau RSP Bal |
| Category Placement: | Global Equity Balanced |
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| Fund: | Desjardins Fin’l Letko Brosseau RSP Bond |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Desjardins Fin’l Letko Brosseau RSP Eq |
| Category Placement: | Global Equity |
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| Fund: | Desjardins Fin’l Pyramis Cdn Core Eq |
| Category Placement: | Canadian Equity |
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| Fund: | DoubleLine Income Solutions Trust |
| Category Placement: | Global Fixed Income |
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| Fund: | Dynamic Global Balanced Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Dynamic Global Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | Franklin LifeSmart 2020 Conservative Portfolio |
| Category Placement: | 2020 Target Date Portfolio |
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| Fund: | Franklin LifeSmart 2020 Growth Portfolio |
| Category Placement: | 2020 Target Date Portfolio |
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| Fund: | Franklin LifeSmart 2020 Moderate Portfolio |
| Category Placement: | 2020 Target Date Portfolio |
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| Fund: | Franklin LifeSmart 2030 Conservative Portfolio |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | Franklin LifeSmart 2030 Growth Portfolio |
| Category Placement: | 2025+ Target Date Portfolio |
| Fund: | Franklin LifeSmart 2030 Moderate Portfolio |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | Franklin LifeSmart 2040 Conservative Portfolio |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | Franklin LifeSmart 2040 Growth Portfolio |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | Franklin LifeSmart 2040 Moderate Portfolio |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | Franklin LifeSmart 2050 Conservative Portfolio |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | Franklin LifeSmart 2050 Growth Portfolio |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | Franklin LifeSmart 2050 Moderate Portfolio |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | Franklin LifeSmart Retirement Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Front Street Global Balanced Income |
| Category Placement: | Global Equity Balanced |
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| Fund: | Front Street Tactical Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Hillsdale Canadian Micro Cap Equity Fund |
| Category Placement: | Canadian Small/Mid Cap |
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| Fund: | IA Ecflx Selection Aggressive |
| Category Placement: | Canadian Equity |
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| Fund: | IA Ecflx Selection Balanced |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | IA Ecflx Selection Growth |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | IA Ecflx Selection Moderate |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | IA Ecflx Selection Prudent |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | IG Putnam Low Volatility U.S. Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Lionscrest TailPro U.S. Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Mackenzie Global Large Cap Quality Gr |
| Category Placement: | Global equity |
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| Fund: | Manulife BlackRock LifePath Index 2050 Fund |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | PH&N Enhanced Total Return Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Portland Global Banks Fund |
| Category Placement: | Financial Services Equity |
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| Fund: | RBC Canadian Small & Mid-Cap Resources O |
| Category Placement: | Natural Resource Equity |
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| Fund: | Russell Focused Global Equity Pool |
| Category Placement: | Global Equity |
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Nov
Results of New Fund Reviews – Nov 28, 2013
| Fund: | 18 AM All Cap Canadian Equity |
| Category Placement: | Canadian Equity |
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| Fund: | Addenda Commercial Mortgages Pooled |
| Category Placement: | Miscellaneous – Income & Real Property |
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| Fund: | Addenda Corporate Long Bond Pooled |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | BG Fundamental Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | Bloom Burton Canadian Healthcare Fund LP |
| Category Placement: | Alternative Strategies |
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| Fund: | CDSPI Short-Term Corp Cl (CI) |
| Category Placement: | Canadian Money Market |
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| Fund: | Covenant Fixed Income Pool Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | East West Canada Fund LP |
| Category Placement: | Alternative Strategies |
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| Fund: | Galibier Canadian Equity Pool |
| Category Placement: | Canadian Equity |
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| Fund: | Galibier U.S. Equity Pool |
| Category Placement: | U.S. Equity |
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| Fund: | Guardian Strategic Income |
| Category Placement: | Alternative Strategies |
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| Fund: | Heathbridge Checkmark Equity Pooled |
| Category Placement: | North American Equity |
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| Fund: | IA Clarington Floating Rate Income Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | IA Clarington Strategic U.S. Growth & Income |
| Category Placement: | Global Equity Balanced |
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| Fund: | Libertas Focused Fund LP |
| Category Placement: | Alternative Strategies |
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| Fund: | Mackenzie All Cap Dividend Class A |
| Category Placement: | Canadian Dividend and Income Equity |
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| Fund: | Manulife US Fixed Income Private Trust |
| Category Placement: | Global Fixed Income |
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| Fund: | Meritage Diversified Fixed Income Portfolio |
| Category Placement: | Global Fixed Income |
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| Fund: | onTREND Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Portland Glo Energy Efficiency Renew Energy |
| Category Placement: | Natural Resources Equity |
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| Fund: | RBC US High Yield Bond |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Vertex Arbitrage Fund |
| Category Placement: | Alternative Strategies |
Oct
Results of New Fund Reviews – Oct 24, 2013
| Fund: | Altairis Long/Short Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Analytic US Low Volatility Equity |
| Category Placement: | U.S. Equity |
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| Fund: | BlackRock All Bond Portfolio |
| Category Placement: | Canadian Fixed Income |
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| Fund: | BlackRock Balanced Portfolio |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | BlackRock Conservative Portfolio |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | BlackRock Defensive Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | BlackRock Diversified Monthly Income Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | BlackRock Growth Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | BlackRock MaxGrowth Portfolio |
| Category Placement: | Global Equity |
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| Fund: | Capital Preservation Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Cortland Credit Strategies LP |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | DFS GIF – Balanced |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | DFS GIF – Conservative |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | DFS GIF – Growth |
| Category Placement: | Global Equity Balanced |
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| Fund: | DFS GIF – Maximum Growth |
| Category Placement: | Global Equity Balanced |
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| Fund: | DFS GIF – Moderate |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | DFS GIF – Specialty Equity – Northwest |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | Dynamic Premium Yield Fund |
| Category Placement: | Miscellaneous – Income & Real Property |
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| Fund: | Dynamic U.S. Value Balanced Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | Excel Blue Chip Balanced Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | Fidelity Floating Rate High Income Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Fidelity U.S. Dividend Private Pool |
| Category Placement: | U.S. Equity |
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| Fund: | Fidelity U.S. Growth and Income Private Pool |
| Category Placement: | Global Neutral Balanced |
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| Fund: | First Asset Morningstar U.S. Momentum Index ETF (YXM) |
| Category Placement: | U.S. Equity |
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| Fund: | First Asset Morningstar U.S. Value Index ETF (XXM) |
| Category Placement: | U.S. Equity |
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| Fund: | Foundation Equity Portfolios |
| Category Placement: | Global Equity Balanced |
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| Fund: | Foundation Tactical Balanced Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Foundation Tactical Conservative Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Foundation Tactical Growth Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | Foundation Yield Portfolio |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Fulcra Focused Yield |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Horizons Active Floating Rate Preferred Share ETF (HFP) |
| Category Placement: | Preferred Shared Fixed Income |
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| Fund: | LSQ Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Manulife Global Balanced Private Trust |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Montrusco Bolton Cdn All Capitalization Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | Propel Senior Secured Floating Rate Loan Fund |
| Category Placement: | Miscellaneous – Income & Real Property |
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| Fund: | Purpose High Interest Savings ETF |
| Category Placement: | Miscellaneous – Income & Real Property |
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| Fund: | RBC $U.S. High Yield Bond Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | RBC High Yield Bond GIF |
| Category Placement: | High Yield Fixed Income |
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| Fund: | RBC North American Value GIF |
| Category Placement: | North American Equity |
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| Fund: | RBC PH&N Canadian Income GIF |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Renaissance Dividend Income Premium |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Standard Life Global Real Estate Fund |
| Category Placement: | Real Estate Equity |
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| Fund: | The Lonsdale Tactical Balanced Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | The Lonsdale Tactical Growth Portfolio |
| Category Placement: | Canadian Equity |
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| Fund: | The Lonsdale Tactical Yield Portfolio |
| Category Placement: | High Yield Fixed Income |
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Sep
Results of New Fund Reviews – Sept 26, 2013
| Fund: | Aston Hill Vantage Equity Class |
| Category Placement: | North American Equity |
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| Fund: | Aston Hill Vantage Equity Income Class |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Aston Hill Vantage Global Equity Class |
| Category Placement: | Alternative Strategies |
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| Fund: | Aston Hill Vantage High Yield Class |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Aston Hill Vantage Short-Term Enhanced Income Class |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Dynamic Investment Grade Floating Rate Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | First Asset U.S. & Canada LifeCo Income Fund |
| Category Placement: | North American Equity |
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| Fund: | GrowthWorks Commercialization 14 |
| Category Placement: | Retail Venture Capital |
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| Fund: | Horizons S&P/TSX Capped Energy ETF |
| Category Placement: | Natural Resources Equity |
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| Fund: | Horizons S&P/TSX Capped Financials ETF |
| Category Placement: | Financial Services Equity |
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| Fund: | Louisbourg Canadian Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Louisbourg Canadian Dividend Fund |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Louisbourg Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | Louisbourg Canadian Small Cap Fund |
| Category Placement: | Canadian Focused Small/Mid Cap Equity |
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| Fund: | Louisbourg Corporate Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Louisbourg EAFE Fund |
| Category Placement: | International Equity |
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| Fund: | Louisbourg Money Market Fund |
| Category Placement: | Canadian Money Market |
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| Fund: | Louisbourg Quantitative Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | Louisbourg U.S. Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | NEI Global Total Return Bond Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | O’Leary Floating Rate Income Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Purpose Core Dividend Fund |
| Category Placement: | North American Equity |
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| Fund: | Purpose Diversified Real Asset Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Purpose Monthly Income Fund |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Purpose Tactical Hedged Equity Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Purpose Total Return Bond Fund ETF |
| Category Placement: | Global Fixed Income |
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| Fund: | Renaissance Covered Call Income Fund |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Renaissance Floating Rate Income Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Renaissance Optimal Conservative Income Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Renaissance Optimal Growth & Income Port |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Renaissance U.S. Dollar Corporate Bond Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Renaissance U.S. Dollar Diversified Income Fund |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Renaissance U.S. Equity Income Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Venator Founders Fund |
| Category Placement: | Alternative Strategies |
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Aug
Results of New Fund Reviews – Aug 22, 2013
| Fund: | AHF Credit Opportunities Fund |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | AlphaNorth Partners Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | BMO Balanced ETF Portfolio Advisor |
| Category Placement: | Global Neutral Balanced |
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| Fund: | BMO Conservative ETF Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | BMO Equity Growth ETF Portfolio Advisor |
| Category Placement: | Global Equity |
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| Fund: | BMO Fixed Income ETF Portfolio |
| Category Placement: | Global Fixed Income |
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| Fund: | BMO Security ETF Portfolio Advisor |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | BMO SelectTrust Balanced Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | BMO SelectTrust Conservative Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | BMO SelectTrust Equity Growth Portfolio |
| Category Placement: | Global Equity |
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| Fund: | BMO SelectTrust Fixed Income Portfolio |
| Category Placement: | Canadian Fixed Income |
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| Fund: | BMO SelectTrust Growth Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | BMO SelectTrust Security Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | BMO U.S. Dollar Balanced Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | BMO U.S. Dollar Dividend Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Canoe Global Income Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Canoe Global Value Class |
| Category Placement: | Global Equity |
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| Fund: | Celernus Absolute Growth Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Desjardins Canadian Equity Income Fund |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Desjardins Emerging Markets Bond Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Desjardins Emerging Markets Opportunities Fund |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Desjardins Global Corporate Bond Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Desjardins Global Infrastructure Fund |
| Category Placement: | Global Equity |
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| Fund: | Desjardins Global Tactical Bond Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | First Trust Senior Loan ETF $C Hgd (FSL) |
| Category Placement: | Miscellaneous – Income & Real Property |
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| Fund: | Manulife Canadian Conservative Balanced Fund |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Manulife Diversified Income RetirementPlus |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Manulife Global Balanced Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | Manulife Global Managed Volatility Portfolio |
| Category Placement: | Global Equity |
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| Fund: | Manulife U.S. Dollar Floating Rate Income Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Meckelborg MFG Diversified Strategy Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | PowerShares Canadian Low Volatility Index |
| Category Placement: | Canadian Equity |
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| Fund: | PowerShares U.S. Low Volatility Index Fund |
| Category Placement: | U.S. Equity |
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| Fund: | RBC $U.S. Investment Grade Corp Bond Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | RBC Balanced Growth & Income Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | RBC Monthly Income High Yield Bond |
| Category Placement: | High Yield Fixed Income |
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| Fund: | RBC QUBE Global Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | RBC QUBE U.S. Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Renaissance Corporate Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Sun Life BlackRock Canadian Composite Equity Class |
| Category Placement: | Canadian Equity |
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| Fund: | Vanguard FTSE Canada All Cap Index ETF (VCN) |
| Category Placement: | Canadian Equity |
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| Fund: | Vanguard FTSE Dev ex North America Index ETF (VDU) |
| Category Placement: | International Equity |
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| Fund: | Vanguard U.S. Dividend Appreciation Index ETF (VGG) |
| Category Placement: | U.S. Equity |
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| Fund: | Vanguard U.S. Total Market Index ETF (VUN) |
| Category Placement: | U.S. Equity |
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Jul
Results of New Fund Reviews – Jul 23, 2013
| Fund: | Black Creek Focus |
| Category Placement: | Global Equity |
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| Fund: | BMO Emerging Markets Bond Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | BMO Preferred Share Fund |
| Category Placement: | Preferred Share Fixed Income |
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| Fund: | BMO Tactical Dividend ETF |
| Category Placement: | Tactical Balanced |
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| Fund: | Cambridge Global Dividend Fund |
| Category Placement: | Global Equity |
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| Fund: | CAN Corporate Bond (Portico) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | CAN Long Term Bond (Portico) |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | CAN NA High Yield Bond (Putnam) |
| Category Placement: | High Yield Fixed Income |
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| Fund: | CAN Real Return Bond (Portico) |
| Category Placement: | Canadian Inflation Protected Fixed Income |
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| Fund: | CAN Short Term Bond (Portico) |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | CAN U.S. Dividend (GWLIM) |
| Category Placement: | U.S. Equity |
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| Fund: | Exemplar Global Agriculture Fund |
| Category Placement: | Global Equity |
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| Fund: | Franklin Templeton 2045 Conservative Prt |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | Franklin Templeton 2045 Growth Portfolio |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | Franklin Templeton 2045 Moderate Port |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | Franklin Templeton Em Mkt Debt Inst Tr |
| Category Placement: | High Yield Fixed Income |
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| Fund: | GWL Corporate Bond (Portico) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | GWL Long Term Bond (Portico) |
| Category Placement: | Canadian Long Term Fixed Income |
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|
|
| Fund: | GWL NA High Yield Bond (Putnam) |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | GWL Real Return Bond (Portico) |
| Category Placement: | Canadian Inflation Protected Fixed Income |
|
|
|
| Fund: | GWL Short Term Bond (Portico) |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | GWL U.S. Dividend (GWLIM) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | IA SRP Classic Asian Pacific (Dynamic) |
| Category Placement: | Asia Pacific Equity |
|
|
|
| Fund: | IA SRP Classic Emerging Markets(Mackenzie Cundill) |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | LON Corporate Bond (Portico) |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | LON Long Term Bond (Portico) |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | LON NA High Yield Bond (Putnam) |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | LON Real Return Bond (Portico) |
| Category Placement: | Canadian Inflation Protected Fixed Income |
|
|
|
| Fund: | LON Short Term Bond (Portico) |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | LON U.S. Dividend (GWLIM) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Mac N.A. High Yield Bond Fund (Putnam) |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Mac U.S. Dividend Class (GWLIM) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Marquest Flex Dividend and Income Growth |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | Mawer Global Balanced Fund Class A |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | MFS MB Low Volatility Global Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Middlefield Global Infrastructure A |
| Category Placement: | Global Equity |
|
|
|
| Fund: | NBT Non-Traditional Fixed Income Private Pool |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | NBT Private Pool International Equity |
| Category Placement: | International Equity |
|
|
|
| Fund: | Pender US All Cap Equity Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Pender Value Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Quadrus N.A. High Yield Bond Fund (Putnam) |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Quadrus Short Term Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | SEI Short Term Investment Fund |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | Standard Life Can Equity Growth Class A |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Standard Life Can Equity Value Class A |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Standard Life Dividend Income Class A |
| Category Placement: | Canadian Dividend and Income Equity |
|
|
|
| Fund: | Standard Life Global Equity Value Cls A |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Standard Life Tactical Bond A |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Standard Life US Dividend Growth Class A |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Standard Life US Monthly Income A |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Sun Life MFS Dividend Income Class |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | Templeton Glbl Multisector Plus Instl Tr |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Triumph Capital Appreciation Fund LP |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Zechner Global Hedge |
| Category Placement: | Alternative Strategies |
|
|
|
Jun
Results of New Fund Reviews – Jun 26, 2013
| Fund: | CI G5|20 2038 Q3 Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Desjardins Fin’l DGIA Bond |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Desjardins Fin’l DGIA Canadian Equity |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Desjardins Fin’l DGIA Canadian Equity Dividend |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | Desjardins Fin’l DGIA Global Equity |
| Category Placement: | Global Equity |
|
|
|
| Fund: | DFS BlackRock LifePath 2050 Index |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Equitable Life Active Balanced Growth Portfolio Select |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Equitable Life Active Balanced Income Portfolio Select |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Excel Latin America Bond Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | First Asset DEX 1-5 Year Laddered Government Strip Bond Index ETF |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Franklin Income Fund |
| Category Placement: | Global Equity Blanced |
|
|
|
| Fund: | Limited Duration Investment Grade Preferred Securities Fund |
| Category Placement: | Preferred Shared Fixed Income |
|
|
|
| Fund: | MAM Canadian Short Duration Fixed Income Portfolio |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Manulife Global Tactical Credit Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Manulife U.S. Tactical Credit Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | NEI Northwest Enhanced Yield Equity |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Pyramis Canadian Focused Equity Trust |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Redwood Flexible Bond Class Class A |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | ROI Private Commercial Mortgage Investment |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | Sentry Global Balanced Income Fund |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Sentry REIT Class |
| Category Placement: | Real Estate Equity |
|
|
|
| Fund: | Standard Life Tactical Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Standard Life Target Date 2055 |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Standard Life U.S. Monthly Income Fund |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | TD Emerging Markets Low Volatility Fund |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | TD Fixed Income Pool |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | TD International Equity Fund |
| Category Placement: | International Equity |
|
|
|
| Fund: | TD Retirement Balanced Portfolio |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | TD Retirement Conservative Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | TD U.S. Low Volatility Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Terra Small Cap Growth Fund |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | Terra Tundra Dividend Growth Fund |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
May
Results of New Fund Reviews – May 25, 2013
| Fund: | BlackRock CDN Emerging Markets Fundamental Index |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Burgundy Emerging Markets Equity |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Burgundy Focus Asian Equity |
| Category Placement: | Asia Pacific Equity |
|
|
|
| Fund: | Burgundy Global Equity |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Burgundy Global Focused Opportunities |
| Category Placement: | Global Equity |
|
|
|
| Fund: | LDIC North American Energy Infrastructure |
| Category Placement: | Natural Resource Equity |
|
|
|
| Fund: | SLI Long-Term Liability Government Bond Pooled |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | SLI Mid-Term Liability Government Bond Pooled |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | SLI Short-Term Liability Government Bond Pooled |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | STYLUS U.S. Blended Equity |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | STYLUS Wealth Protection |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Zechner High Income |
| Category Placement: | Canadian Dividend and Income Equity |
|
|
|
| Fund: | Zechner Pooled Balanced |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Zechner Special Equity |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
Apr
Results of New Fund Reviews – Apr 25, 2013
| Fund: | Arrow East Coast Investment Grade II Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Aston Hill Global Resource & Infrastructure Fund |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | BMO U.S. Equity Fund – Adv Sr |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Dynamic Power Hedge Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Dynamic Preferred Yield Class |
| Category Placement: | Preferred Share Fixed Income |
|
|
|
| Fund: | FMOQ Conservative Balanced Fund |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | iShares MSCI EAFE IMI Index ETF |
| Category Placement: | International Equity |
|
|
|
| Fund: | iShares MSCI Emerging Markets IMI Index ETF |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | iShares S&P 500 Index ETF |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | iShares S&P Glb Industr Fund CAD-Hd |
| Category Placement: | Miscellaneous – Sector Equity |
|
|
|
| Fund: | Lawrence Park Strategic Income Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Mac Floating Rate Income Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Mac Strategic Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Manulife Balanced Income Private Trust |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | Manulife Balanced Private Trust |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Raven Rock Income II Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | SEI Long Duration Credit Bond Fund |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | Brompton 2013 Flow-Through LP |
| Category Placement: | Alternative Strategies |
|
|
|
Mar
Results of New Fund Reviews – Mar 26, 2013
| Fund: | AlphaNorth Resource Series A |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | BMO Floating Rate Income Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | BMO Long Provincial Bond Index ETF |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | BMO Low Volatility U.S. Equity ETF |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | BMO Mid Provincial Bond Index ETF |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | BMO Mid-Term U.S. IG Corporate Bond Index ETF |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | BMO Monthly High Income Fund II |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | BMO U.S. Dividend ETF |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | BMO U.S. High Yld Bd Cap Cl Adv Sr |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Canso Corporate Bond |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | DFS BlackRock Balanced Moderate Index |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | DFS CI Signature Canadian Balanced |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | First Asset Advantaged Morningstar U.S. Consumer Defensive Index Fund |
| Category Placement: | Miscellaneous – Sector Equity |
|
|
|
| Fund: | Global Dividend Growers Income Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | iProfile Canadian Equity |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | iProfile Emerging Markets |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | iProfile U.S. Equity |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | iShares S&P Global Consumer Discretionary Index Fund |
| Category Placement: | Miscellaneous – Sector Equity |
|
|
|
| Fund: | Lazard Emerging Market Multi-Strategy Fund |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Lazard Global Equity Income Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Manulife High Interest Savings Seg |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | Sentry U.S. Balanced Income Fund |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Sprott 2013 Flow-Through LP |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | Sprott Precious Metals Dividend Fund |
| Category Placement: | Precious Metals Equity |
|
|
|
| Fund: | Strandard Life Global Absolute Return Strategies Fund |
| Category Placement: | Alternative Strategies |
|
|
|
Feb
Results of New Fund Reviews – Feb 26, 2013
| Fund: | Burgundy Canadian Large Cap Equity |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | CI Signature Global Dividend Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | DKAM Capital Ideas Trust |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Fidelity U.S. All Cap Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Fidelity U.S. Dividend Registered Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Globevest Capital Alternative Growth Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Globevest Capital Balanced Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Horizons Auspice Broad Commodity Index ETF |
| Category Placement: | Miscellaneous – Commodity |
|
|
|
| Fund: | IA Clarington Activist Opportunities Class |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Landry Cdn Adaptive Value Long-Short Fund |
| Category Placement: | Alternative Strategy |
|
|
|
| Fund: | Lysander Balanced Class |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | NexC Partners Corp. |
| Category Placement: | North American Equity |
|
|
|
| Fund: | O’Leary Canadian Bond Yield Advantaged Class |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | PH&N Canadian Equity Pension Trust |
| Category Placement: | Canadian Focused Equity |
|
|
|
| Fund: | Professionals’ Global Fixed Income Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Professionals’ American Dividend Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | U.S. Housing Recovery Fund |
| Category Placement: | U.S. Equity |
|
|
|
Jan
Results of New Fund Reviews – Jan 22, 2013
| Fund: | Addenda Canadian Equity Pooled |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Barometer Income Advantage Fund |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Canoe ‘GO CANADA’ North American Monthly Inc |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Canoe Strategic High Yield Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | First Asset Global Dividend Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | GWL CBM Retirement Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Horizons Act S&P/TSX 60 Idx Covered Call ETF (HAX) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Manulife Canadian Balanced Private Pool |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Manulife Canadian Equity Private Pool |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Manulife Dividend Inc Private Pool |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | Manulife Global Equity Private Pool |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Manulife Money Market Private Trust |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | Manulife U.S. Equity Private Pool |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | NexGen U.S. Dividend Plus Registered Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Portland Private Income Fund |
| Category Placement: | Miscellaneous – Income & Real Property |
|
|
|
| Fund: | Red Sky Canadian Equity CC A |
| Category Placement: | Canadian Focused Equity |
|
|
|
| Fund: | Sentry Canadian Equity Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Sun Life 2015 Milestone-PF |
| Category Placement: | 2015 Target Date Portfolio |
|
|
|
| Fund: | Sun Life 2020 Milestone-PF |
| Category Placement: | 2020 Target Date Portfolio |
|
|
|
| Fund: | Sun Life 2025 Milestone-PF |
| Category Placement: | 2025 Target Date Portfolio |
|
|
|
| Fund: | Sun Life 2030 Milestone-PF |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Sun Life 2035 Milestone-PF |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Sun Life 2040 Milestone-PF |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Sun Life 2045 Milestone-PF |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Sun Life Granite 2015-PF |
| Category Placement: | 2015 Target Date Portfolio |
|
|
|
| Fund: | Sun Life Granite 2020 Aggressive-PF |
| Category Placement: | 2020 Target Date Portfolio |
|
|
|
| Fund: | Sun Life Granite 2020 Conservative-PF |
| Category Placement: | 2020 Target Date Portfolio |
|
|
|
| Fund: | Sun Life Granite 2020 Moderate-PF |
| Category Placement: | 2020 Target Date Portfolio |
|
|
|
| Fund: | Sun Life Granite 2020-PF |
| Category Placement: | 2020 Target Date Portfolio |
|
|
|
| Fund: | Sun Life Granite 2025-PF |
| Category Placement: | 2025 Target Date Portfolio |
|
|
|
| Fund: | Sun Life Granite 2030 Aggressive-PF |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Sun Life Granite 2030 Conservative-PF |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Sun Life Granite 2030 Moderate-PF |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Sun Life Granite 2030-PF |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Sun Life Granite 2035-PF |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Sun Life Granite 2040 Aggressive-PF |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Sun Life Granite 2040 Conservative-PF |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Sun Life Granite 2040 Moderate-PF |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Sun Life Granite 2040-PF |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Sun Life Granite 2045-PF |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Sun Life Granite 2050 Aggressive-PF |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Sun Life Granite 2050 Conservative-PF |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Sun Life Granite 2050 Moderate-PF |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Sun Life Granite 2050-PF |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Sun Life Granite Aggressive-PF |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Sun Life Granite Balanced-PF |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Sun Life Granite Conservative-PF |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Sun Life Granite Growth-PF |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Sun Life Granite Moderate-PF |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Sun Life Granite Retirement-PF |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | Sun Life Managed Enhanced Income Port |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Sun Life Managed Income Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Sun Life Sentry Value Fund |
| Category Placement: | Canadian Focused Equity |
|
|
|
| Fund: | Walton U.S. Income |
| Category Placement: | Miscellaneous – Other |
|
|
|
