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:
2014
Dec
Results of New Fund Reviews – Dec 18, 2014
| Fund: | BlackRock Canadian MSCI World Index |
| Category Placement: | Global Equity |
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| Fund: | Common Sense Asset Builder Fund VII |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | IA SRP ex Classic FORLIFE Guaranteed Income & Growth |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | IA SRP Ex-Classic FORLIFE Guaranteed Maximum Income |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Limpid Three Strategies Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Mackenzie Monthly Income Balanced Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | Mackenzie Monthly Income Conservative Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Mackenzie Unconstrained Fixed Income Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | NEI Global Strategic Yield Fund |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Next Edge Bio-Tech Plus Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Primerica Common Sense Cash Management |
| Category Placement: | Canadian Money Market |
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| Fund: | Primerica Common Sense Funds Strategic Retirement |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Propel North American Preferred Share |
| Category Placement: | Preferred Share Fixed Income |
Nov
Results of New Fund Reviews – Nov 27, 2014
| Fund: | Addenda Canadian Diversified Income PF |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Antares Balanced Pool Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | BMO Core Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | BMO Core Plus Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | BMO Equity Linked Corporate Bond ETF (ZEL) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | BMO Global Balanced Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | BMO Global Strategic Bond ETF |
| Category Placement: | High Yield Fixed Income |
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| Fund: | BMO International Dividend ETF |
| Category Placement: | International Equity |
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| Fund: | BMO MSCI ACWI High Quality Index ETF (ZGQ) |
| Category Placement: | Global Equity |
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| Fund: | BMO MSCI USA High Quality Index ETF |
| Category Placement: | U.S. Equity |
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| Fund: | BMO Target Education 2020 Portfolio |
| Category Placement: | 2020 Target Date Portfolio |
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| Fund: | BMO Target Education 2025 Portfolio |
| Category Placement: | 2025 Target Date Portfolio |
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| Fund: | BMO Target Education 2030 Portfolio |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | BMO Target Education 2035 Portfolio |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | BMO Target Education Income Portfolio |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | BMO U.S. Dividend Series A |
| Category Placement: | U.S. Equity |
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| Fund: | BMO U.S. Equity Plus Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Centurion Real Estate Opportunities |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | CI G520 2039 Q4 Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | CI G520i 2034 Q4 Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | Covenant Traditional Equity Pool Fund |
| Category Placement: | Global Equity |
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| Fund: | DFS CC&L Canadian Equity |
| Category Placement: | Canadian Equity |
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| Fund: | FDP Canadian Corporate Bond Private Portfolio |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Fidelity Conservative Income Private Pool |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Fidelity Event Driven Opportunities Fund |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | First Asset MStar EM Momentum Index ETF (IXM) |
| Category Placement: | Emerging Markets Equity |
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| Fund: | First Asset MStar EM Value Index ETF (HXM) |
| Category Placement: | Emerging Markets Equity |
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| Fund: | First Asset MStar Intl Momentum Index ETF (ZXM) |
| Category Placement: | International Equity |
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| Fund: | First Asset MStar Intl Value Index ETF (VXM) |
| Category Placement: | International Equity |
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| Fund: | Franklin Templeton LifeSmart 2020 Conservative Portfolio |
| Category Placement: | 2020 Target Date Portfolio |
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| Fund: | Franklin Templeton LifeSmart 2020 Growth Portfolio |
| Category Placement: | 2020 Target Date Portfolio |
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| Fund: | Franklin Templeton LifeSmart 2020 Moderate Portfolio |
| Category Placement: | 2020 Target Date Portfolio |
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| Fund: | Franklin Templeton LifeSmart 2030 Conservative Portfolio |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | Franklin Templeton LifeSmart Retirement Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Front Street MLP and Infrastructure Income |
| Category Placement: | Energy Equity |
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| Fund: | HSBC Emerging Markets Pooled Fund |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Optimum Neutral Duration Universe Bond |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Purpose US Dividend ETF (PUD) |
| Category Placement: | U.S. Equity |
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| Fund: | Purpose US Dividend Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Renaissance Global Bond Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | RP Select Opportunities Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Scotia Aria Conservative Build Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Scotia Aria Conservative Core Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Scotia Aria Conservative Pay Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Scotia Aria Moderate Build Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Scotia Aria Moderate Core Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Scotia Aria Moderate Pay Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Scotia Aria Progressive Build Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | Scotia Aria Progressive Core Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | Scotia Aria Progressive Pay Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | SEI Conservative Fund |
| Category Placement: | Canadian Fixed Income Balanced |
Oct
Results of New Fund Reviews – Oct 30, 2014
| Fund: | Aberdeen Asia Pacific Income Investment |
| Category Placement: | Global Fixed Income |
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| Fund: | BMO Insurance Canadian Balanced Growth GIF Prestige |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | BMO Insurance Canadian Income Strategy GIF Prestige |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | BMO Insurance North America Income Strategy GIF Prestige |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | BMO Insurance U.S. Balanced Growth GIF Prestige |
| Category Placement: | Global Equity Balanced |
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| Fund: | CI LifeCycle 2020 Portfolio |
| Category Placement: | 2020 Target Date Portfolio |
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| Fund: | CI LifeCycle 2025 Portfolio |
| Category Placement: | 2025 Target Date Portfolio |
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| Fund: | CI LifeCycle 2030 Portfolio |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | CI LifeCycle 2035 Portfolio |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | CI LifeCycle 2040 Portfolio |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | CI LifeCycle 2045 Portfolio |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | CI LifeCycle Income Portfolio |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | CIBC High Yield Bond Pool |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Dynamic U.S. Sector Focus Class |
| Category Placement: | U.S. Equity |
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| Fund: | FGP US Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Fiera Qunatum Income Opportunities Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | First Trust AlphaDEX U.S. Consumer Discretionary Sector Index ETF (FHD) |
| Category Placement: | Sector Equity |
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| Fund: | First Trust AlphaDEX U.S. Consumer Staples Sector Index ETF (FHC) |
| Category Placement: | Sector Equity |
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| Fund: | First Trust AlphaDEX U.S. Energy Sector Index ETF (FHE) |
| Category Placement: | Energy Equity |
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| Fund: | First Trust AlphaDEX U.S. Financials Sector Index ETF (FHF) |
| Category Placement: | Financial Services Equity |
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| Fund: | First Trust AlphaDEX U.S. Industrials Sector Index ETF (FHG) |
| Category Placement: | Sector Equity |
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| Fund: | First Trust AlphaDEX U.S. Materials Sector Index ETF (FHM) |
| Category Placement: | Sector Equity |
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| Fund: | First Trust AlphaDEX U.S. Technology Sector Index ETF (FHQ) |
| Category Placement: | Sector Equity |
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| Fund: | First Trust AlphaDEX U.S. Utilities Sector Index ETF (FHU) |
| Category Placement: | Sector Equity |
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| Fund: | Global Healthcare Dividend Fund (GHC.UN) |
| Category Placement: | Sector Equity |
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| Fund: | Greystone Balanced Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Greystone Canadian Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Horizons Active Floating Rate Senior Loan ETF (HSL) |
| Category Placement: | High Yield Fixed Income |
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| Fund: | IA Clarington Global Growth & Income Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | IA SRP Classic Global Fixed Income (PIMCO) |
| Category Placement: | Global Fixed Income |
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| Fund: | IA SRP ex Classic Global Fixed Income (PIMCO) |
| Category Placement: | Global Fixed Income |
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| Fund: | Lazard Global Balanced Income |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Manulife CC&L Equity Income & Growth Fund |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Manulife FGP Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | Manulife Pyramis Canadian Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Pender Select Ideas Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | PIMCO Unconstrained Bond Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Purpose Enhanced US Equity Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Purpose Multi-Strategy Market Neutral Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | R.E.G.A.R. Inv Mgmt Global Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | RBC Quant Emerging Mkts Div Leaders ETF (RXD) |
| Category Placement: | Emerging Markets Equity |
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| Fund: | RBC Quant European Dividend Leaders ETF (RPD) |
| Category Placement: | European Equity |
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| Fund: | Renaissance U.S. Dollar High Interest Savings Account |
| Category Placement: | Miscellaneous – Other |
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| Fund: | Scheer Rowlett EAFE |
| Category Placement: | International Equity |
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| Fund: | Thornmark Canadian Equity |
| Category Placement: | Canadian Equity |
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| Fund: | Thornmark U.S. Equity |
| Category Placement: | U.S. Equity |
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| Fund: | Turtle Creek Equity Fund |
| Category Placement: | Alternative Strategies |
Sep
Results of New Fund Reviews – Sep 25, 2014
| Fund: | BlackRock Canadian Equity Index |
| Category Placement: | Canadian Equity |
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| Fund: | CIBC Canadian Bond Core Plus Pool |
| Category Placement: | Canadian Fixed Income |
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| Fund: | CIBC Global Equity Growth Pool |
| Category Placement: | Global Equity |
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| Fund: | DFA GLobal 50EQ-50FI Portfolio |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | DFA Global 70EQ-30FI Portfolio |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Epic Canadian Healthcare Fund |
| Category Placement: | Sector Equity |
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| Fund: | Fiera Capital Defensive Global Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | Fiera Capital Defensive U.S. Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Fiera Quantum Income Opportunities Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | First Asset Canadian REIT ETF (FRF) |
| Category Placement: | Real Estate Equity |
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| Fund: | Global Infrastructure Dividend Fund (GIF.UN) |
| Category Placement: | Global Equity |
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| Fund: | IPSOL Global Equity |
| Category Placement: | Global Equity |
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| Fund: | LL Harmonized 2015 (Multi Manager) |
| Category Placement: | 2015 Target Date Portfolio |
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| Fund: | LL Harmonized 2020 (Multi Manager) |
| Category Placement: | 2020 Target Date Portfolio |
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| Fund: | LL Harmonized 2025 (Multi Manager) |
| Category Placement: | 2025 Target Date Portfolio |
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| Fund: | LL Harmonized 2030 (Multi Manager) |
| Category Placement: | 20205+ Target Date Portfolio |
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| Fund: | LL Harmonized 2035 (Multi Manager) |
| Category Placement: | 20205+ Target Date Portfolio |
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| Fund: | LL Harmonized 2040 (Multi Manager) |
| Category Placement: | 20205+ Target Date Portfolio |
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| Fund: | LL Harmonized 2045 (Multi Manager) |
| Category Placement: | 20205+ Target Date Portfolio |
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| Fund: | LL Harmonized 2050 (Multi Manager) |
| Category Placement: | 20205+ Target Date Portfolio |
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| Fund: | LL Harmonized 2055 (Multi Manager) |
| Category Placement: | 20205+ Target Date Portfolio |
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| Fund: | Meritage Global Income and Growth Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Picton Mahoney Long Short U.S. Small Mid Cap Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | PowerShares S&P Emerging Markets Low Volatility Index ETF |
| Category Placement: | Emerging Markets Equity |
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| Fund: | PowerShares S&P International Developed Low Volatility Index ETF |
| Category Placement: | International Equity |
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| Fund: | Redwood Global Equity Strategy |
| Category Placement: | Global Equity |
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| Fund: | Sentry Conservative Income Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Sentry Growth and Income Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | Sentry Growth Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | Sentry Income Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Sprott 2014-II Flow-Through Limited Partnership |
| Category Placement: | Natural Resources Equity |
Aug
Results of New Fund Reviews – Aug 28, 2014
| Fund: | Antares Total Equity Pool Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | BlackRock Active Canadian Equity |
| Category Placement: | Canadian Equity |
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| Fund: | Crystal Wealth ACM Growth |
| Category Placement: | Global Equity |
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| Fund: | Crystal Wealth ACM Income |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | DFS Beutel Goodman Fundamental Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | DFS BlackRock Global Real Estate Index |
| Category Placement: | Real Estate Equity |
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| Fund: | DFS Hexavest Global Equities Hedged |
| Category Placement: | Global Equity |
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| Fund: | Euro Banc Capital Securities Trust |
| Category Placement: | Tactical Balanced |
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| Fund: | Fiera North American Market Neutral II |
| Category Placement: | North American Equity |
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| Fund: | Fiera Private Infrastructure Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | FirstAsset Hamilton Capital European Banks ETF |
| Category Placement: | Financial Services Equity |
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| Fund: | Franklin Global Small-Mid Cap Fund |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | JP Morgan Emerging Markets Fund |
| Category Placement: | Emerging Markets Equity |
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| Fund: | KFL Partner’s Fund LP |
| Category Placement: | Alternative Strategies |
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| Fund: | Lightwater Nimble Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Manulife Global Dividend Fund |
| Category Placement: | Global Equity |
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| Fund: | Manulife Global Strategic Balanced Yield Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Manulife U.S. Regional Bank Trust |
| Category Placement: | Financial Services Equity |
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| Fund: | MLI Multi-Manager Balanced |
| Category Placement: | Global Equity Balanced |
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| Fund: | MLI Multi-Manager Canadian Bond |
| Category Placement: | Canadian Fixed Income |
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| Fund: | MLI Multi-Manager Cdn Large Cap Core |
| Category Placement: | Canadian Equity |
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| Fund: | MLI Multi-Manager Cdn Large Cap Growth |
| Category Placement: | Canadian Equity |
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| Fund: | MLI Multi-Manager Cdn Large Cap Value |
| Category Placement: | Canadian Equity |
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| Fund: | MLI Multi-Manager Cdn Small Cap Equity |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | MLI Multi-Manager Global Equity |
| Category Placement: | Global Equity |
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| Fund: | MLI Multi-Manager International Equity |
| Category Placement: | International equity |
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| Fund: | MLI Multi-Manager U.S. Equity |
| Category Placement: | U.S. Equity |
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| Fund: | PH&N LifeTime 2050 Fund |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | RBC European Dividend Fund |
| Category Placement: | European Equity |
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| Fund: | Sprott Bridging Income Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | TriDelta High Income Balanced |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Venator Partners Fund LP |
| Category Placement: | Alternative Strategies |
Jul
Results of New Fund Reviews – Jul 24, 2014
| Fund: | Altervest Absolute REIT CL A |
| Category Placement: | Alternative Strategies |
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| Fund: | ASTRA CI Cambridge Canadian Asset Allocation |
| Category Placement: | Tactical Balanced |
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| Fund: | ASTRA CI Signature Global Income and Growth |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Cambridge Growth Companies Corp |
| Category Placement: | Global Equity |
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| Fund: | Celernus Mortgage and Income Trust |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Dynamic Multi Strategy Hedge Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Exemplar Investment Grade Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Exemplar Tactical Corporate Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Fidelity ClearPath 2050 Portfolio |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | Fidelity ClearPath 2055 Portfolio |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | First Trust Global Risk Managed Income Index (ETP) |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Franklin Global Small-Mid Cap Fund |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Goodwood SPValue Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Horizons Cdn Midstream Oil & Gas Index ETF (HOG) |
| Category Placement: | Energy Equity |
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| Fund: | IG Mackenzie Floating Rate Income Fund A |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Invesco Global Opportunities Equity Pool |
| Category Placement: | Global Equity |
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| Fund: | Invesco Global Small Cap Equity Pool |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Investors Global Fixed Income Flex Portfolio A |
| Category Placement: | Global Fixed Income |
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| Fund: | iShares Short Term High Quality Cdn Bond Index ETF (XSQ) |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Libertas Real Asset Opportunities Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Manulife U.S. Regional Bank Trust |
| Category Placement: | U.S. Equity |
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| Fund: | MD Strategic Opportunities Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | MD Strategic Yield Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Middlefield Global Infrastructure Dividend Fund |
| Category Placement: | Global Equity |
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| Fund: | NexGen Intrinsic Growth Registered Fund |
| Category Placement: | Canadian Focused Equity |
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| Fund: | NexGen US Growth Tax Managed |
| Category Placement: | U.S. Equity |
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| Fund: | PowerShares 1-3 Yr Laddered Float Rate Index ETF (PFL) |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | PowerShares LadderRite US 0-5 Yr Corp Bond Index ETF (USB) |
| Category Placement: | Global Fixed Income |
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| Fund: | Sprott Real Asset Class |
| Category Placement: | Real Estate Equity |
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| Fund: | TD Emerald Low Volatility Global Equity PFT |
| Category Placement: | Global Equity |
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| Fund: | Vanguard Global ex-U.S. Aggregate Bond ETF |
| Category Placement: | Global Fixed Income |
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| Fund: | Vanguard U.S. Aggregate Bond Index ETF (VBU) |
| Category Placement: | Global Fixed Income |
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| Fund: | Westwood Global Equity Fund |
| Category Placement: | Global Equity |
Jun
Results of New Fund Reviews – Jun 26, 2014
| Fund: | Alignvest Income Fund |
| Category Placement: | Alternative Strategies |
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|
| Fund: | Alignvest Opportunities Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Aventine Canadian Equity Class A |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Beutel Goodman Fundamental Canadian Equity Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | BLK Canada Credit-Screened Bond Index |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | BLK CDN ACWI Index Class A |
| Category Placement: | Global Equity |
|
|
|
| Fund: | BLK CDN MSCI EM Index Class D |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | CC&L Group Income & Growth |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | CC&L Q International Equity |
| Category Placement: | International Equity |
|
|
|
| Fund: | Counsel Global Fixed Income Series P |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Counsel Global Trend Strategy Series A |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Desjardins Fin’l DGIA 30/70 |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Desjardins Fin’l DGIA 70/30 |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Dynamic Active Core Bond Private Pool |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Dynamic Active Credit Strategies Private Pool |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Dynamic Alternative Investments Private Pool |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Dynamic Asset Allocation Private Pool |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Dynamic Canadian Equity Private Pool |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Dynamic Dundee Investment Savings Account Series A |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | Dynamic Global Equity Private Pool |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Dynamic Global Yield Private Pool |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Dynamic U.S. Equity Private Pool |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Fidelity Energy Central Fund |
| Category Placement: | Energy Equity |
|
|
|
| Fund: | Fidelity NorthStar Bal Ccy Netrl Sr A |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Fidelity NorthStar Balanced Sr A |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Fidelity Tactical Hi Inc Ccy Netrl Sr A |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Fidelity Tactical High Income Sr A |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Fidelity Utilities Central Fund |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | First Trust Short Duration High Yield Bd ETF (FHY) |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Goldman Sachs U.S. Income Builder Trust |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Guardian Short Duration Bond Fund |
|
|
|
| Fund: | IA Clarington Core Plus Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | IA Clarington Focused U.S. Equity Class |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Leith Wheeler Corporate Fixed Income Series B |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Lionscrest TailPro U.S. Equity Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Manulife Balanced Equity Private Seg Pool |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Manulife Balanced Income Private Seg Pool |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Manulife Canadian Balanced Private Seg Pool |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Manulife Canadian Equity Private Seg Pool |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Manulife Canadian Fixed Income Private Seg Pool |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Manulife Corporate Fixed Income Private Seg Pool |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Manulife Dividend Income Private Seg Pool |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | Manulife Global Balanced Private Seg Pool |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Manulife Global Equity Private Seg Pool |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Manulife Global Fixed Income Private Seg Pool |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Manulife Money Market Private Segregated Pool |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | Manulife U.S. Balanced Private Seg Pool |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Manulife U.S. Equity Private Seg Pool |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Manulife U.S. Fixed Income Private Seg Pool |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | NS Partners Global Emerging Markets |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Southbridge Healthcare Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | Vanguard FTSE All-World ex Canada Index ETF |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Vanguard FTSE Developed Asia Pacific Index ETF |
| Category Placement: | Asia Pacific Equity |
|
|
|
| Fund: | Vanguard FTSE Developed Europe Index ETF |
| Category Placement: | European Equity |
|
|
|
May
Results of New Fund Reviews – May 29, 2014
| Fund: | BMO Canadian Alpha Plus Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | BMO Private Canadian Alpha Plus Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | CC&L Global Alpha Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | CI G520 2039 Q2 Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Desjardins Floating Rate Income Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | DGIA 50/50 |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | DGIA 90/10 |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | DGIA Global Commodity |
| Category Placement: | Commodity |
|
|
|
| Fund: | Fidelity NorthStar Balanced Fund |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Fidelity Tactical High Income Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Greystone Mortgage Fund |
| Category Placement: | Miscellaneous – Income & Real Property |
|
|
|
| Fund: | IA Gross Canadian Equity Small Cap |
| Category Placement: | Canadian Small/ Mid Cap Equity |
|
|
|
| Fund: | Lysander Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Middlefield Global Dividend Growers Class |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Middlefield Resource Class |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | Middlefield US Dividend Growth Class |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | PH&N Foreign Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | PH&N Institutional Gold & Precious Metals |
| Category Placement: | Precious Metals Equity |
|
|
|
| Fund: | PH&N Long Corporate Bond Trust |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | PH&N Long Investment Grade Corporate Bond Trust |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | PH&N Long Mortgage Pension Trust |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | Portland Advantage Plus – Everest Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Portland Advantage Plus – Kilimanjaro Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Portland Advantage Plus – McKinley Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Portland Global Dividend Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Professionals’ Short Term Fixed Income Fund |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Purpose Best Ideas Fund |
| Category Placement: | North American Equity |
|
|
|
| Fund: | Purpose Duration Hedged Real Estate ETF (PHR) |
| Category Placement: | Real Estate Equity |
|
|
|
| Fund: | Purpose Duration Hedged Real Estate Fund |
| Category Placement: | Real Estate Equity |
|
|
|
| Fund: | RBC QUBE Low Volatility AC World Equity |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Sionna Opportunities Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Standard Life Emerging Markets Debt Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Standard Life Emerging Markets Dividend Fund |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | TD Emerald 20+ Strip Bond Portfolio |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | TD Emerald Active Core Canadian Bond Portfolio |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | TD Emerald Canadian Long Bond Broad Market Portfolio |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | TD Emerald Canadian Long Government Bond Portfolio |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | TD Emerald Canadian Real Return Bond Portfolio |
| Category Placement: | Canadian Inflation Protected Fixed Income |
|
|
|
| Fund: | TD Emerald Enhanced Hedged U.S. Equity Portfolio |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Walter Scott Canadian Inst Trust Global |
| Category Placement: | Global Equity |
|
|
|
Apr
Results of New Fund Reviews – Apr 24, 2014
| Fund: | Aston Hill Energy Growth |
| Category Placement: | Energy Equity |
|
|
|
| Fund: | Astra PIMCO Global Bond |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | ASTRA TD Global Dividend Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Avondale Income Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Covenant Non-Traditional Equity Pool |
| Category Placement: | Global Equity |
|
|
|
| Fund: | iShares MSCI Europe IMI Index ETF (XEU) |
| Category Placement: | European Equity |
|
|
|
| Fund: | Lightwater Long/Short Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | LL SRI BALANCED (MULTI MANAGER) |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Mackenzie Global Tactical Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Mackenzie Investment Grade Floating Rate Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Mackenzie US Dividend Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Mackenzie US Dividend Registered Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Mackenzie US Low Volatility Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Marquest Income & Growth |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Marquest Large Cap |
| Category Placement: | Canadian Focused Equity |
|
|
|
| Fund: | Marquest Resource |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | Marquest Small/Mid Cap |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | Norrep Premium Growth MF |
| Category Placement: | Tactical Balanced |
|
|
|
Mar
Results of New Fund Reviews – Mar 27, 2014
| Fund: | APQ Emerging Markets Value & Income |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | BlackRock Canada ex-BBB Long Bd Index Fd |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | Bloom U.S. Advantaged Income & Growth Fund Class A |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | CC&L Absolute Return Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | CC&L Diversified Market Neutral Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | DFS Triasima Canadian All Cap Equity |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Dynamic Credit Absolute Return Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | FÉRIQUE Balanced Growth |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Formula Growth Alpha Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Goodman Bluespring Fund |
| Category Placement: | North American Equity |
|
|
|
| Fund: | RBC Asia Pacific ex-Japan Equity Fund |
| Category Placement: | Asia Pacific ex-Japan Equity |
|
|
|
| Fund: | RBC Japanese Equity Fund Series A |
| Category Placement: | Geographic Equity |
|
|
|
| Fund: | RBC QUBE All Country World Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | RBC U.S. Equity Value Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Russell Inflation Linked Bond Fund |
| Category Placement: | Canadian Inflation Protected Fixed Income |
|
|
|
| Fund: | TD Global Dividend – Private series |
| Category Placement: | Global Equity |
|
|
|
Feb
Results of New Fund Reviews – Feb 27, 2014
| Fund: | BMO Discount Bond Index ETF |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | BMO Equal Weight US Banks Index ETF (ZBK) |
| Category Placement: | Financial Services Equity |
|
|
|
| Fund: | BMO Floating Rate High Yield ETF |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | BMO MSCI EAFE Index ETF |
| Category Placement: | International Equity |
|
|
|
| Fund: | BMO MSCI Euro High Quality $C Hdg Index ETF |
| Category Placement: | European Equity |
|
|
|
| Fund: | BMO Short Term US IG Corp Bond $CHdg Idx ETF (ZSU) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | BMO US High Dividend Covered Call ETF (ZWH) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Exemplar Performance Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | FÉRIQUE Balanced Growth Fund |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | First Asset Canadian Dividend Opportunity Fund II |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | First Asset MSCI Canada Low Risk Weighted ETF (RWC) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | First Asset MSCI Euro Low Risk Weight ETF (RWE) |
| Category Placement: | European Equity |
|
|
|
| Fund: | First Asset MSCI USA Low Risk Weighted ETF (RWU) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | First Asset MSCI World Low Risk Weight ETF (RWW) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | First Trust AlphaDEX European Div Idx ETF(EUR) |
| Category Placement: | European Equity |
|
|
|
| Fund: | First Trust Global Dividend Seeker Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Globevest Capital Sec Put Writing |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Goodwood Milford Fund LP |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Lysander Short Term & Floating Rate Fund |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Majestic Altervest Absolute REIT Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Marret High Yield Bond Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Marret Short Duration High Yield Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Marret Strategic Yield Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | NBT Private Pool Fixed Income |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | NBT Private Pool US Equity |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | O’Leary Global Monthly Income Fund |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | O’Leary Tactical Income Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | RP Debt Opportunities Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | RP Fixed Income Plus |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Scotia Conservative Income Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | Sprott 2014 Flow-Through Limited Partnership |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | Sun Life NWQ Flexible Income |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | TD Emerald Global Equity Shareholder Yield PFT |
| Category Placement: | Global Equity |
|
|
|
Jan
Results of New Fund Reviews – Jan 23, 2014
| Fund: | Barometer Disciplined Leadership Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | BlueBay Global Convertible Bond |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | CC&L High Yield Bond Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | CI G520 2039 Q1 Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Empire Life Emblem Diversified Income Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | Fiera Balanced EFT |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Globevest Capital Secured Put Writing |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Horizons BetaPro MSCI Japan Bear Plus ETF (HPD) |
| Category Placement: | Passive Inverse/Leveraged |
|
|
|
| Fund: | Horizons BetaPro MSCI Japan Bull Plus ETF (HPU) |
| Category Placement: | Passive Inverse/Leveraged |
|
|
|
| Fund: | IA Clarington Canadian Mid Cap Dividend Fund |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | La Capitale Agressive Profile (NBSI) |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | La Capitale Balanced Profile (NBSI) |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | La Capitale Conservative Profile (NBSI) |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | La Capitale Growth Profile (NBSI) |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | La Capitale Moderate Profile (NBSI) |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | Manulife AM Cdn Ultra Long Dur Fix Inc |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | Manulife Canadian Real Estate Pooled |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | Manulife U.S. Dividend Class |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Manulife U.S. Dividend Registered Fund |
| Category Placement: | US Equity |
|
|
|
| Fund: | Manulife U.S. Dollar Strategic Balanced Yield Fund |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Manulife U.S. Dollar U.S. All Cap Equity Fund |
| Category Placement: | US Equity |
|
|
|
| Fund: | Manulife U.S. Monthly High Income Fund |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | MFS Blended Research Global Equity Extension |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | MFS Canadian Research Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | MFS Emerging Markets Equity |
| Category Placement: | Emerging Market Equity |
|
|
|
| Fund: | MFS Global Aggregate Fixed Income Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | MFS Global Real Estate Fund |
| Category Placement: | Real Estate Equity |
|
|
|
| Fund: | National Bank Floating Rate Income |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | National Bank Global Tactical Bond |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | National Bank US Dividend Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | O’Leary Floating Rate Income Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Palos IOU High Yield Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | RBC 1-5 Year Laddered Corporate Bond ETF |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | RBC Global Equity |
| Category Placement: | Global Equity |
|
|
|
| Fund: | RBC Quant Canadian Dividend Leaders ETF (RCD) |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | RBC Quant EAFE Dividend Leaders ETF (RWD) |
| Category Placement: | International Equity |
|
|
|
| Fund: | RBC Quant U.S. Dividend Leaders ETF (RUD) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | RBC Unconstrained Global Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | ROMC Performance Fee Series |
| Category Placement: | Global Equity |
|
|
|
| Fund: | ROMC Salary Series |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Sionna Canadian All Cap Pool |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Sionna Canadian Small Cap |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | Terra 2013 Flow-Through Limited Partnership |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Vanguard Global ex-U.S. Aggregate Bond Index ETF (VBG) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Vanguard U.S. Aggregate Bond Index ETF (VBU) |
| Category Placement: | Global Fixed Income |
|
|
|
