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:
2016
Dec
Results of New Fund Reviews – Dec 22, 2016
| Fund: | BMO Private Preferred Share Pooled Portfolio |
| Category Placement: | Preferred Share Fixed Income |
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| Fund: | Desjardins Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | IA Clarington Inhance Bond SRI Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | NBI Unconstrained Fixed Income Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Franklin K2 Alternative Strategies F |
| Category Placement: | Alternative Strategies |
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| Fund: | LL Cambridge Asset Allocation Fund (CI) |
| Category Placement: | Tactical Balanced |
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| Fund: | LA Capitale Global Dividend (TDAM) |
| Category Placement: | Global Equity |
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| Fund: | La Capitale Global Infras Eq (Dynamic) |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | Greystone Canadian Equity Income & Growth Fund |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Vanguard Canadian Corporate Bond Index ETF (VCB) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Vanguard Canadian Government Bond Index ETF (VGB) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Vanguard Canadian Long-Term Bond Index ETF (VLB) |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | Vanguard Canadian Short-Term Government Bond Index ETF (VSG) |
| Category Placement: | Canadian Short Term Fixed Income |
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Nov
Results of New Fund Reviews – Nov 24, 2016
| Fund: | CAN Canadian Low Volatility (LC) |
| Category Placement: | Canadian Equity |
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| Fund: | CAN Global Low Volatility (ILIM) |
| Category Placement: | Global Equity |
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| Fund: | CAN Global Monthly Income (LC) |
| Category Placement: | Global Equity Balanced |
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| Fund: | GWL Canadian Low Volatility (LC) |
| Category Placement: | Canadian Equity |
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| Fund: | GWL Global Monthly Income |
| Category Placement: | Global Equity Balanced |
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| Fund: | Tangerine Dividend Portfolio |
| Category Placement: | Global Equity |
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| Fund: | BlueBay Global Investment Grade Corporate Bond Fund (Canada) |
| Category Placement: | Global Fixed Income |
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| Fund: | BlueBay Global Sovereign Bond Fund (Canada) |
| Category Placement: | Global Fixed Income |
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| Fund: | Brand Leaders Plus Income ETF (HBF) |
| Category Placement: | Global Equity |
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| Fund: | Energy Leaders Plus Income ETF (HPF) |
| Category Placement: | Energy Equity |
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| Fund: | FÉRIQUE Emerging Markets Fund |
| Category Placement: | Emerging markets Equity |
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| Fund: | Fidelity Balanced Managed Risk Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | Fidelity Conservative Managed Risk Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | US Buyback Leaders ETF (HUL) |
| Category Placement: | U.S. Equity |
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| Fund: | Healthcare Leaders Income ETF (HHL) |
| Category Placement: | Sector Equity |
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| Fund: | Prospector Resource Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Quadrus Mackenzie Canadian Growth Fund |
| Category Placement: | Canadian Focused Equity |
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| Fund: | RBC Trend Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | SSQ CI Signature Corporate Bond GIF |
| Category Placement: | High Yield Fixed Income |
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| Fund: | SSQ Hexavest All-Country Global Equity GIF |
| Category Placement: | Global Equity |
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| Fund: | Heward Global Leaders Fund |
| Category Placement: | Global Equity |
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| Fund: | Heward Income Fund |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Investors Money Maximizer |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Leith Wheeler U.S. Dividend Fund |
| Category Placement: | U.S. Equity |
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| Fund: | LionGuard Opportunities Fund LP |
| Category Placement: | Alternative Strategies |
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| Fund: | Majestic Evolution Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Qwest Productivity Media Income Trust |
| Category Placement: | Alternative Strategies |
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| Fund: | Social Housing Canadian Bond |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Social Housing Canadian Equity |
| Category Placement: | Canadian Focused Equity |
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| Fund: | Social Housing Canadian Short-Term Bond |
| Category Placement: | Canadian Short Term Fixed Income |
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Oct
Results of New Fund Reviews – Oct 27, 2016
| Fund: | Toron AMI Global Equity |
| Category Placement: | Global Equity |
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| Fund: | JF Global Equity ACWI |
| Category Placement: | Global Equity |
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| Fund: | JF International Equity ACWI ex US |
| Category Placement: | International Equity |
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| Fund: | BMG Silver Bullion Fund |
| Category Placement: | Commodity |
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| Fund: | NEI Generational Leaders Fund |
| Category Placement: | Global Equity |
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| Fund: | NEI Global Value Fund |
| Category Placement: | Global Equity |
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| Fund: | Loomis Sayles Global Strategic Alpha Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Franklin U.S. Rising Dividends Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Palos WP Growth Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | DFS Invesco Global Absolute Return |
| Category Placement: | Alternative Strategies |
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| Fund: | DFS Lazard International Equity |
| Category Placement: | International Equity |
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| Fund: | Manulife International Equity Private Segregated Pool |
| Category Placement: | International Equity |
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| Fund: | Manulife Ivy Foreign Equity Fund (Mackenzie) |
| Category Placement: | Global Equity |
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| Fund: | Manulife National Bank Bundle GIF |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Manulife Strategic Income Signature 2.0 Ideal |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Marret High Yield Hedge LP |
| Category Placement: | Alternative Strategies |
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| Fund: | PH&N Enhanced Corporate Bond Trust |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Purpose Canadian Financial Income Fund |
| Category Placement: | Financial Services |
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| Fund: | Purpose Conservative Income Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Razorbill Beta Plus Canadian Universe Bond Fund LP |
| Category Placement: | Alternative Strategies |
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| Fund: | Sprott 2016-II Flow-Through LP |
| Category Placement: | Natural Resources Equity |
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| Fund: | Tonus Partners’ Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Wells Plus 6ix Entertainment Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Wells Plus 6ix Mortgage Opportunities Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Wells Plus 6ix Retirement One Fund |
| Category Placement: | Alternative Strategies |
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Sep
Results of New Fund Reviews – Sep 22, 2016
| Fund: | BlueBay European High Yield Bond Fund (Canada) |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Crystalline Emerald Global Macro Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Dynamic Global Equity Income Fund |
| Category Placement: | Global Equity |
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| Fund: | Dynamic Global Strategic Yield Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | Dynamic U.S. Equity Income Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Dynamic U.S. Strategic Yield Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | Fieldhouse Global Diversified Core |
| Category Placement: | Alternative Strategies |
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| Fund: | First Asset Cambridge Core Canadian Equity ETF (FCE) |
| Category Placement: | Canadian Equity |
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| Fund: | First Asset Cambridge Core U.S. Equity ETF (FCY) |
| Category Placement: | U.S. Equity |
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| Fund: | First Asset Canadian Buyback Index ETF (FBE) |
| Category Placement: | Alternative Strategies |
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| Fund: | First Asset Canadian Dividend Low Volatility Index ETF (FDL) |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | First Asset U.S. Buyback Index ETF (FBU) |
| Category Placement: | U.S. Equity |
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| Fund: | First Asset U.S. Equity Multi-Factor Index ETF (FUM) |
| Category Placement: | U.S. Equity |
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| Fund: | First Asset U.S. Tactical Sector Allocation Index ETF (FUT) |
| Category Placement: | Tactical Balanced |
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| Fund: | First Asset U.S. TrendLeaders Index ETF (FUL) |
| Category Placement: | U.S. Equity |
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| Fund: | FMOQ Omniresponsable Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | Horizons US 7-10 Year Treasury Bond CAD Hedged ETF (HTH) |
| Category Placement: | Global Fixed Income |
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| Fund: | London Life Canadian Bond (F) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | London Life Canadian Systematic Equity (F) |
| Category Placement: | Canadian Equity |
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| Fund: | London life Enhanced Dividend (Laketon) |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | London Life International Equity (Fid) |
| Category Placement: | International Equity |
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| Fund: | London Life U.S. Equity (Fid) |
| Category Placement: | U.S. Equity |
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| Fund: | MDPIM Canadian Bond Pool |
| Category Placement: | Canadian Fixed Income |
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| Fund: | MDPIM Canadian Long Term Bond Pool |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | MDPIM Dividend Pool |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | MDPIM Emerging Markets Equity Pool |
| Category Placement: | Emerging Markets Equity |
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| Fund: | MDPIM International Equity Pool |
| Category Placement: | International Equity |
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| Fund: | MDPIM Strategic Opportunities Pool |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | MDPIM Strategic Yield Pool |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Middlefield Healthcare & Wellness Dividend Fund |
| Category Placement: | Sector Equity |
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| Fund: | Morningstar Strategic Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | Pendragon Global Advantage Fund |
| Category Placement: | Alternative Strategic |
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| Fund: | Phoenix Prudent and Opportunistic Balanced Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Phoenix Prudent and opportunistic Equity Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Polar Opportunities Fund (Canada) L.P. |
| Category Placement: | Alternative Strategies |
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| Fund: | Probity Mining 2016 Short Duration Flow-Through LP |
| Category Placement: | Natural Resources Equity |
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| Fund: | RBC Emerging Markets Bond Fund (CAD Hedged) |
| Category Placement: | High Yield Fixed Income |
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| Fund: | RBC Emerging Markets Multi-Strategy Equity Fund |
| Category Placement: | Emerging Markets Equity |
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| Fund: | RBC European Mid-Cap Equity Fund |
| Category Placement: | European Equity |
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| Fund: | RBC Retirement 2020 Portfolio |
| Category Placement: | Short Term Target Date Portfolio |
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| Fund: | RBC Retirement 2025 Portfolio |
| Category Placement: | 2025 Target Date Portfolio |
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| Fund: | RBC Retirement 2030 Portfolio |
| Category Placement: | 2030 Target Date Portfolio |
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| Fund: | RBC Retirement 2035 Portfolio |
| Category Placement: | 2035 Target Date Portfolio |
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| Fund: | RBC Retirement 2040 Portfolio |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | RBC Retirement 2045 Portfolio |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | RBC Retirement 2050 Portfolio |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | RBC Retirement Income Solution |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Redwood UIT Energy Producers Class |
| Category Placement: | Energy Equity |
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| Fund: | Redwood UIT Global REIT Fund |
| Category Placement: | Real Estate Equity |
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| Fund: | Redwood UIT Gold Developers & Producers Class |
| Category Placement: | Precious Metals Equity |
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Aug
Results of New Fund Reviews – Aug 25, 2016
| Fund: | DFS BlackRock LifePath 2055 Index |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | First Asset Investment Grade Bond ETF (FIG) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | First Trust Dorsey Wright Dynamic U.S. Sector Rotation index ETF (CAD-Hedged) (FSR) |
| Category Placement: | U.S. Equity |
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| Fund: | London Life American Equity (MFS) |
| Category Placement: | U.S. Equity |
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| Fund: | Louisbourg preferred Share Fund |
| Category Placement: | Preferred Share Fixed Income |
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| Fund: | Marret Enhanced Tactical Fixed Income Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Marret High Grade Hedge Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Marret High Yield Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Marret Investment Grade Hedged Strategies Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Marret Tactical Energy Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Meritage Tactical ETF Fixed Income Portfolio |
| Category Placement: | Canadian Fixed Income |
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| Fund: | NISO Fund LP |
| Category Placement: | Alternative Strategies |
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| Fund: | RBC Canadian Preferred Share ETF (RPF) |
| Category Placement: | Preferred Share Fixed Income |
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| Fund: | RBC Quant Global Infrastructure Leaders ETF (RIG) |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | RBC Quant Global Real Estate Leaders ETF (RGP) |
| Category Placement: | Real Estate Equity |
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| Fund: | RBC Target 2022 Corporate Bond Index ETF (RQJ) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | RBC Target 2023 Corporate Bond Index ETF (RQK) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | RISE Properties Trust |
| Category Placement: | Miscellaneous – Income & Real Property |
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| Fund: | WisdomTree Europe Hedged Equity Index ETF (EHE) |
| Category Placement: | European Equity |
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| Fund: | WisdomTree International Quality Dividend Growth Index ETF (IQD) |
| Category Placement: | International Equity |
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| Fund: | WisdomTree U.S. High Dividend Index ETF (HID) |
| Category Placement: | U.S. Equity |
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| Fund: | WisdomTree U.S. Quality Dividend Growth Dynamic Hedged Index ETF (DQD) |
| Category Placement: | U.S. Equity |
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| Fund: | WisdomTree U.S. Quality Dividend Growth Index ETF (DGR) |
| Category Placement: | U.S. Equity |
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| Fund: | MWG Global Equity Growth |
| Category Placement: | Global Equity |
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| Fund: | MWG Income Growth |
| Category Placement: | Global Equity |
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| Fund: | Meritage Tactical ETF Equity Portfolio |
| Category Placement: | Global Equity |
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| Fund: | TWC Risk-Managed Balanced Growth Fund |
| Category Placement: | Alternative Strategies |
Jul
Results of New Fund Reviews – Jul 28, 2016
| Fund: | Arrow Global Growth Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Canoe Floating Rate Income Fund |
| Category Placement: | Floating Rate Loan |
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| Fund: | CC&L Global Market Neutral Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | CI Cambridge Large Cap Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | CI G5/20 2041 Q3 Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | CI G5/20i 2036 Q3 Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | CLAC Canadian Equity (Beutel Goodman) |
| Category Placement: | Canadian Equity |
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| Fund: | CLAC Global Equity (Trimark) |
| Category Placement: | Global Equity |
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| Fund: | Crystal Wealth Infrastructure Strategy |
| Category Placement: | High Yield Fixed Income |
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| Fund: | DFS Desjardins Canadian Equity Income (Lincluden) |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | DFS Desjardins Global Equity Growth (Baillie Gifford) |
| Category Placement: | Global Equity |
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| Fund: | DFS Hexavest Global Equities Hedged |
| Category Placement: | Global Equity |
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| Fund: | EHP Guardian Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Horizons Global Currency Opportunities ETF (HGC) |
| Category Placement: | Alternative Strategies |
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| Fund: | Horizons Global Risk Parity ETF (HRA) |
| Category Placement: | Global Neutral Balanced |
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| Fund: | J. Zechner Global Hedged Growth |
| Category Placement: | Alternative Strategies |
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| Fund: | London Life Canadian Equity (F) |
| Category Placement: | Canadian Equity |
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| Fund: | Mackenzie High Diversification Canadian Equity Class |
| Category Placement: | Canadian Equity |
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| Fund: | Mackenzie High Diversification Emerging Markets Equity Fund |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Mackenzie High Diversification European Equity Fund |
| Category Placement: | European Equity |
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| Fund: | Mackenzie High Diversification Global Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | Mackenzie High Diversification International Equity Fund |
| Category Placement: | International Equity |
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| Fund: | Mackenzie High Diversification US Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Mackenzie Ivy International Equity Fund |
| Category Placement: | International Equity |
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| Fund: | Perisen Life Settlements Limited Partnership II |
| Category Placement: | Alternative Strategies |
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| Fund: | Portland Global Aristocrats Plus Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Quadrus Canadian Equity Class (Laketon) |
| Category Placement: | Canadian Equity |
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| Fund: | Quadrus Canadian Growth Class (GWLIM) |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Quadrus Canadian Low Volatility Class (London Capital) |
| Category Placement: | Canadian Equity |
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| Fund: | Quadrus Diversified Fixed Income Folio Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Quadrus U.S. Low Volatility Fund (ILIM) |
| Category Placement: | Global Equity |
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| Fund: | Resilient Canadian Equity Trend Fund |
| Category Placement: | Canadian Equity |
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| Fund: | SCA NISO Preferred Advantage Fund LP |
| Category Placement: | North American Equity |
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| Fund: | Scotia Floating Rate Income Fund |
| Category Placement: | Floating Rate Loan |
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| Fund: | Scotia Private Canadian Corporate Bond Pool |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Scotia Private International Core Equity Pool |
| Category Placement: | International Equity |
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| Fund: | Scotia Private North American Dividend Pool |
| Category Placement: | North American Equity |
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| Fund: | Scotia Short Term Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Sentry Balanced Yield Private Pool Class |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Sentry Canadian Equity Income Private Pool Class |
| Category Placement: | Canadian Equity |
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| Fund: | Sentry Canadian Fixed Income Private Pool |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Sentry Global Balanced Yield Private Pool Class |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Sentry Global Equity Income Private Pool Class |
| Category Placement: | Global Equity |
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| Fund: | Sentry Global Investment Grade Private Pool Class |
| Category Placement: | Global Fixed Income |
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| Fund: | Sentry Global Tactical Fixed Income Private Pool |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Sentry International Equity Income Private Pool Class |
| Category Placement: | International Equity |
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| Fund: | Sentry Real Growth Pool Class |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Sentry Real Income 1941-45 Class |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Sentry Real Income 1946-50 Class |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Sentry Real Income 1951-55 Class |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Sentry Real Long Term Income Pool Class |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Sentry Real Mid Term Income Pool Class |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Sentry Real Short Term Income Pool Class |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Sentry U.S. Equity Income Private Pool Class |
| Category Placement: | U.S. Equity |
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| Fund: | Sprott Private Credit Trust II |
| Category Placement: | Alternative Strategies |
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| Fund: | Vanguard FTSE Developed Asia Pacific All Cap Index ETF (CAD-hedged) (VAH) |
| Category Placement: | Asia Pacific Equity |
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| Fund: | Vanguard FTSE Developed Europe All Cap Index ETF (CAD-hedged) (VEH) |
| Category Placement: | European Equity |
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| Fund: | Forstrong Global Strategies Balanced Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | Forstrong Global Strategies Growth Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | Forstrong Global Strategies Income Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | IA Group ReturnPlus (AlphaFixe) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Mackenzie Global Low Volatility Fund |
| Category Placement: | Global Equity |
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|
| Fund: | Manulife International Equity Private Trust |
| Category Placement: | International Equity |
|
|
|
| Fund: | WisdomTree International Quality Dividend Growth Dynamic Hedged Index ETF (DQI) |
| Category Placement: | International Equity |
|
|
|
Jun
Results of New Fund Reviews – June 23, 2016
| Fund: | BMO Asset Management International Equity Fund |
| Category Placement: | International Equity |
|
|
|
| Fund: | CC&L Equity Income & Growth Plus |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | Desjardins Global Balanced Strategic Income Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Desjardins SocieTerra American Equity Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Desjardins SocieTerra Cleantech Fund |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | Desjardins SocieTerra Environmental Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Greystone Bond Plus Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Greystone Canadian Equity Small Cap fund |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | Greystone Corporate Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Greystone Eight Year Target Duration Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Greystone Fifteen Year Target Duration Fund |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | Greystone High Yield Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Greystone Real Return Bond Fund |
| Category Placement: | Canadian Inflation Protected Fixed Income |
|
|
|
| Fund: | Greystone Short Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Greystone Short Bond Plus Fund |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Greystone Twenty Plus Year Target Duration Fund |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | Invesco Global Targeted Returns Pool |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Mackenzie Maximum Diversification All World Developed ex North America Index ETF (MXU) |
| Category Placement: | International Equity |
|
|
|
| Fund: | Mackenzie Maximum Diversification All World Developed Index ETF (MWD) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Mackenzie Maximum Diversification Canada Index ETF (MKC) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Mackenzie Maximum Diversification Developed Europe Index ETF (MEU) |
| Category Placement: | European Equity |
|
|
|
| Fund: | Mackenzie Maximum Diversification Emerging Markets Index ETF (MEE) |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Mackenzie Maximum Diversification US Index ETF (MUS) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | MarshallZehr First Mortgage Fund LP |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | National Bank U.S. $ Global Tactical Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | ReSolve Adaptive Asset Allocation Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Royal Canadian Mint – Canadian Gold Reserves (MNT) |
| Category Placement: | Commodity |
|
|
|
| Fund: | Royal Canadian Mint – Canadian Silver Reserves (MNS) |
| Category Placement: | Commodity |
|
|
|
| Fund: | SCA Enhanced Income Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | SSQ Fiera Capital Global Equity GIF |
| Category Placement: | Global Equity |
|
|
|
May
Results of New Fund Reviews – May 26, 2016
| Fund: | Black Opal Volatility Class |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | BMO Low Volatility Emerging Markets Equity ETF (ZLE) |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Excel India Balanced Fund |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | FÉRIQUE Diversified Income Fund |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | First Asset Long Duration Fixed Income ETF (FLB) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | First Asset MSCI Canada Quality Index ETF (FQC) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | First Asset Preferred Share ETF (FPR) |
| Category Placement: | Preferred Share Fixed Income |
|
|
|
| Fund: | Globevest Capital Tactical Covered Options Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Grafton Absolute Resource Company LP |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Horizons Canadian Dollar Currency ETF (CAN) |
| Category Placement: | Miscellaneous – Other |
|
|
|
| Fund: | IA SRP Canadian Corporate Bond |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | IA SRP U.S. Equity – Currency Neutral |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | IA SRP Global Diversified (Forstrong) |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Invesco Global Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Kensington Power Income Fund LP |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Manulife Global Real Estate Unconstrained Fund |
| Category Placement: | Real Estate Equity |
|
|
|
| Fund: | MD Fossil Fuel Free Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | MD Fossil Fuel Free Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | MFS LifePlan Retirement 2055 Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | NBI Currency-Hedged International High Conviction Equity Private Portfolio |
| Category Placement: | International Equity |
|
|
|
| Fund: | NBI Currency-Hedged U.S. High Conviction Equity Private Portfolio |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Next Edge Private Debt Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Renaissance Global Equity Private Pool |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Renaissance Multi-Asset Global Balanced Income Private Pool |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Renaissance Multi-Asset Global Balanced Private Pool |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Renaissance Multi-Sector Fixed Income Private Pool |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Renaissance Real Asset Private Pool |
| Category Placement: | Global Equity |
|
|
|
| Fund: | ROMC Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | SCA Diversified Global Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Sprott 2016 Short Duration Flow-Through Limited Partnership |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | Tempered Global Value Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Trident Performance Trust |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Trimark Global Diversified Income Fund |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Turtle Creek Investment Fund |
| Category Placement: | North American Equity |
|
|
|
| Fund: | Vanguard Global Liquidity Factor ETF (VLQ) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Vanguard Global Minimum Volatility ETF (VVO) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Vanguard Global Momentum Factor ETF (VMO) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Vanguard Global Value Factor ETF (VVL) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | VPC Specialty Lending Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Yorkville EAFE QVR Enhanced Protection Class |
| Category Placement: | International Equity |
|
|
|
| Fund: | BMO Covered Call Canadian Banks ETF Fund |
| Category Placement: | Financial Services Equity |
|
|
|
| Fund: | BMO Asset Management Global Absolute Return Bond Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | TD Canadian Blue Chip Dividend Fund |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | La Capitale Canadian Fixed Income (CI Investments) |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | La Capitale Global Diversified Income (Fidelity) |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | La Capitale Low Volatility American Equity (TDAM) |
| Category Placement: | U.S. Equity |
|
|
|
Apr
Results of New Fund Reviews – Apr 28, 2016
| Fund: | Absolute Sustainable Dividend Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Absolute Sustainable Property Fund |
| Category Placement: | Miscellaneous – Income & Real Property |
|
|
|
| Fund: | AIP Canadian Enhanced Income Class |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Alitis Private REIT |
| Category Placement: | Miscellaneous – Income & Real Property |
|
|
|
| Fund: | BMO Covered Call Europe High Dividend ETF Fund |
| Category Placement: | European Equity |
|
|
|
| Fund: | BMO Covered Call U.S. High Dividend ETF Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | BMO Fossil Fuel Free Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | BMO Nasdaq 100 Equity Hedged to CAD Index ETF |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | BMO S&P 500 Hedged to CAD Index ETF |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | BMO Short-Term US IG Corporate Bond Hedged to CAD Index ETF |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | BMO Tactical Global Asset Allocation ETF Fund |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | BMO Tactical Global Growth ETF Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | BMO Tactical Global Growth ETF Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | BMO Women in Leadership Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Canso Canadian Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | CI G5/20 2041 Q2 Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | CI G5/20i 2036 Q2 Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Crystal Wealth Enlightened Hedge Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Desjardins American Equity Growth Currency Neutral Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | FIAM Pyramis Select International Plus Trust |
| Category Placement: | International Equity |
|
|
|
| Fund: | First Asset Global Financial Sector ETF (FSF) |
| Category Placement: | Financial Services Equity |
|
|
|
| Fund: | Greystone 2020 Target Date Fund |
| Category Placement: | 2020 Target Date Portfolio |
|
|
|
| Fund: | Greystone 2025 Target Date Fund |
| Category Placement: | 2025 Target Date Portfolio |
|
|
|
| Fund: | Greystone 2030 Target Date Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Greystone 2035 Target Date Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Greystone 2040 Target Date Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Greystone 2045 Target Date Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Greystone 2050 Target Date Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Greystone 2055 Target Date Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Greystone Global Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Greystone Retirement Fund |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Guardian Canadian Focused Equity Fund |
| Category Placement: | Canadian Focused Equity |
|
|
|
| Fund: | Guardian Emerging Markets Equity Fund |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Horizons Canadian High Dividend Index ETF (HXH) |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | Horizons EURO STOXX 50 Index ETF (HXX) |
| Category Placement: | European Equity |
|
|
|
| Fund: | Horizons NASDAQ-100 Index ETF (HXQ) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | IA Clarington Balanced Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | IA Clarington Conservative Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | IA Clarington Growth Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | IA Clarington Maximum Growth Portfolio |
| Category Placement: | Global Equity |
|
|
|
| Fund: | IA Clarington Moderate Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | IA Group Canadian Equity All Cap Value Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | iShares Edge MSCI Min Vol EAFE Index ETF (CAD-Hedged) (XML) |
| Category Placement: | International Equity |
|
|
|
| Fund: | iSahres Edge MSCI Min Vol Global Index ETF (CAD-Hedged) (XMY) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | iShares Edge MSCI Min Vol USA Index ETF (CAD-Hedged) (XMS) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Lysander-Roundtable Low Volatility Equity Fund |
| Category Placement: | North American Equity |
|
|
|
| Fund: | Mackenzie Core Plus Canadian Fixed Income ETF (MKB) |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Mackenzie Core Plus Global Fixed Income ETF (MGB) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Mackenzie Floating Rate Income ETF (MFT) |
| Category Placement: | Floating Rate Loan |
|
|
|
| Fund: | Mackenzie Unconstrained Bond ETF (MUB) |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Renaissance Flexible Yield Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | ROMC Trust |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Sentry U.S. Growth and Income Currency Neutral Class |
| Category Placement: | U.S> Equity |
|
|
|
| Fund: | Silver Bullion Trust (SBT.UN) |
| Category Placement: | Commodity |
|
|
|
| Fund: | Sphere FTSE Asian Sustainable Yield Index ETF (SHA) |
| Category Placement: | Asia Pacific Equity |
|
|
|
| Fund: | Sphere FTSE Canada Sustainable Yield Index ETF (SHC) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Sphere FTSE Canada Emerging Markets Yield Index ETF (SHZ) |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Sphere FTSE Europe Sustainable Yield Index ETF (SHE) |
| Category Placement: | European Equity |
|
|
|
| Fund: | Sphere FTSE U.S. Sustainable Yield Index ETF (SHU) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Sun Life Multi-Strategy Target Return Fund |
| Category Placement: | Alternative Strategies |
|
|
|
Mar
Results of New Fund Reviews – Mar 24, 2016
| Fund: | Algonquin Deb Strategies Fund LP |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Alitis Growth Pool |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Alitis Income & Growth Pool |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Alitis Mortgage Plus Pool |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Alitis Strategic Income Pool |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | BlackRock CDN World Index |
| Category Placement: | Global Equity |
|
|
|
| Fund: | CI Signature Long Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Desjardins Canadian Preferred Share Fund |
| Category Placement: | Preferred Share Fixed Income |
|
|
|
| Fund: | Desjardins iBrix Global Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Desjardins iBrix Low Volatility Emerging Market Fund |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Exemplar U.S. High Yield Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Fieldhouse Global Managed Futures |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Fieldhouse Global Precious Metals |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Fieldhouse Global Rates |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Fieldhouse Oasis Canadian Growth ++ Income |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Fieldhouse Second Phase US Systematic Long/Short Equity |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Melodia 100% Equity Growth Portfolio |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Meritage Global Aggressive Growth Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Meritage Global Conservative Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Meritage Global Growth Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Meritage Global Moderate Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Meritage Tactical ETF Balanced Portfolio |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Meritage Tactical ETF Growth Portfolio |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Meritage Tactical ETF Moderate Portfolio |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | MMCap Canadian Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Montreal Trust Company of Canada Investment Savings Account |
| Category Placement: | Miscellaneous – Other |
|
|
|
| Fund: | National Trust Investment Savings Account |
| Category Placement: | Miscellaneous – Other |
|
|
|
| Fund: | Portland Focused Plus Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | PowerShares DWA Global Momentum Index ETF (DWG) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Scotia Mortgage Corporation Investment Savings Account |
| Category Placement: | Miscellanoues – Other |
|
|
|
| Fund: | TD Canadian Aggregate Bond Index ETF (TDB) |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | TD International Equity CAD Hedged index ETF (THE) |
| Category Placement: | International Equity |
|
|
|
| Fund: | TD International Equity Index ETF (TPE) |
| Category Placement: | International Equity |
|
|
|
| Fund: | TD S&P 500 CAD Hedged Index ETF (THU) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | TD S&P 500 Index ETF (TPU) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | TD S&P/TSX Capped Composite Index ETF (TTP) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | TD U.S. Corporate Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | TDAM Low Volatility All World Equity |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Trez Capital Prime Trust |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Trez Capital Yield Trust |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Vanguard Canada Universe Bond Index Pooled Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Vanguard Canadian All-Cap Equity Index Pooled Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Vanguard Developed All-Cap ex North America Equity Index Pooled Fund |
| Category Placement: | International Equity |
|
|
|
| Fund: | Vanguard Emerging Markets All-Cap Equity Index Pooled Fund |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Vanguard Global ex-Canada Fixed Income Index Pooled Fund (CAD-hedged) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Vanguard Target Retirement 2015 Pooled Fund |
| Category Placement: | 2015 Target Date Portfolio |
|
|
|
| Fund: | Vanguard Target Retirement 2020 Pooled Fund |
| Category Placement: | 2020 Target Date Portfolio |
|
|
|
| Fund: | Vanguard Target Retirement 2025 Pooled Fund |
| Category Placement: | 2025 Target Date Portfolio |
|
|
|
| Fund: | Vanguard Target Retirement 2030 Pooled Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Vanguard Target Retirement 2035 Pooled Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Vanguard Target Retirement 2040 Pooled Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Vanguard Target Retirement 2045 Pooled Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Vanguard Target Retirement 2050 Pooled Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Vanguard Target Retirement 2055 Pooled Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Vanguard Target Retirement Income Pooled Fund |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Vanguard U.S. All-Cap Equity Index Pooled Fund |
| Category Placement: | U.S. Equity |
|
|
|
Feb
Results of New Fund Reviews – Feb 25, 2016
| Fund: | AIP Global Macro Fund LP |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | BMO Asset Management Global Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Broadview Dark Horse Long/Short Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Canadian Preferred Share Trust (PFT.UN) |
| Category Placement: | Preferred Share Fixed Income |
|
|
|
| Fund: | CI G5/20 2041 Q2 Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | CI G5/20i 2036 Q2 Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Counsel Retirement Accumulation Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Counsel Retirement Foundation Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Counsel Retirement Income Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Counsel Retirement Preservation Portfolio |
| Category Placement: | Global Neutral Balance |
|
|
|
| Fund: | Federated Strategic Value U.S. Equity Dividend |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Fiera Real Asset Income and Growth Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | First Asset Global Momentum (CAD hedged) ETF (FGM) |
| Category Placement: | Global Equity |
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| Fund: | First Asset Global Momentum ETF (FGL) |
| Category Placement: | Global Equity |
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| Fund: | First Asset Global Value (CAD hedged) ETF (FGV) |
| Category Placement: | Global Equity |
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| Fund: | First Asset Global Value ETF (FGU) |
| Category Placement: | Global Equity |
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| Fund: | First Asset Short Term Government Bond Index Class ETF (FGB) |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Investors Risk Parity Private Pool |
| Category Placement: | Alternative Strategies |
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| Fund: | Lysander-Seamark Balanced Fund |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Lysander-Seamark Total Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | NBF CashPerformer Promotion |
| Category Placement: | Miscellaneous – Other |
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| Fund: | NBI Global Real Assets Income Fund |
| Category Placement: | Real Estate Equity |
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| Fund: | NBI Municipal Bond Plus Private Portfolio |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Norrep Core Canadian Pool |
| Category Placement: | Canadian Equity |
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| Fund: | Norrep Core Global Pool |
| Category Placement: | Global Equity |
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| Fund: | Purpose Premium Money Market Fund |
| Category Placement: | Canadian Money Market |
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| Fund: | Purpose US Cash ETF (PSU) |
| Category Placement: | U.S. Money Market |
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| Fund: | RP Strategic Income Plus Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Scotia partners Balanced Growth Portfolio Class |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Scotia Partners Balanced Income Portfolio Class |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Scotia Partners Growth Portfolio Class |
| Category Placement: | Global Equity Balanced |
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| Fund: | Scotia Partners Maximum Growth Portfolio Class |
| Category Placement: | Global Equity |
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| Fund: | Sui Generis investment Partners LP |
| Category Placement: | Alternative Strategies |
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| Fund: | TD Canadian Corporate Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Triasima All Country World Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | TURN8 Alternative Growth Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | TURN8 Tactical Equity Fund |
| Category Placement: | North American Equity |
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| Fund: | Turtle Creek Canadian Equity Fund |
| Category Placement: | Alternative Strategies |
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Jan
Results of New Fund Reviews – Jan 28, 2016
| Fund: | AlphaDelta Canadian Prosperity Class |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | AlphaDelta Growth of Dividend Income Class |
| Category Placement: | Global Equity |
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| Fund: | AlphaDelta Tactical Growth Class |
| Category Placement: | North American Equity |
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| Fund: | Bimcor Aggressive Growth Pooled Fund |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Bimcor Balanced Pooled Fund |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Bimcor Conservative Pooled Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Bimcor Global Dividend Yield Pooled Fund |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Bimcor Global Equity Pooled Fund |
| Category Placement: | Global Equity |
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| Fund: | Bimcor Global Small Cap Pooled Fund |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Bimcor Growth Pooled Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Bimcor Income Pooled Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Bimcor Moderate Conservative Pooled Fund |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Bimcor Moderate Growth Pooled Fund |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | BMO Asset Management Canadian Smart Alpha Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | Cambridge Stock Selection Fund |
| Category Placement: | Global Equity |
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| Fund: | CI G5/20 2041 Q1 Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | CO G5/20i 2036 Q1 Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | DFS Addenda Commercial Mortgage |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | DFS Desjardins Global Equity Dividend (Epoch) |
| Category Placement: | Global Equity |
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| Fund: | Dynamic Premium Bond Private Pool |
| Category Placement: | Global Fixed Income |
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| Fund: | Group U.S. Equity (Fiera Capital) |
| Category Placement: | U.S. Equity |
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| Fund: | Hamilton Capital Global Bank ETF (HBG) |
| Category Placement: | Financial Services Equity |
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| Fund: | Hamilton Capital Higher Yielding Financials ETF (HYF) |
| Category Placement: | Financial Services Equity |
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| Fund: | Horizons China High Dividend Yield Index ETF (HCN) |
| Category Placement: | Greater China Equity |
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| Fund: | IA Clarington U.S. Dividend Growth Registered Fund |
| Category Placement: | U.S. Equity |
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| Fund: | IA Clarington Yield Opportunities Fund |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | IA U.S. Equity (Fiera Capital) |
| Category Placement: | U.S. Equity |
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| Fund: | Marquest Canadian Fixed Income Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | NEI Conservative Yield Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | NEI Environmental Leaders Fund |
| Category Placement: | Global Equity |
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| Fund: | Purpose Premium Yield Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Purpose US Banks & income Growth Fund |
| Category Placement: | Financial Services Equity |
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| Fund: | Questrade Russell 1000 Equal Weight US Consumer Discretionary Index ETF Hedged to CAD (QRD) |
| Category Placement: | Sector Equity |
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| Fund: | Questrade Russell 1000 Equal Weight US Health Care Index ETF Hedged to CAD (QRH) |
| Category Placement: | Sector Equity |
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| Fund: | Questrade Russell 1000 Equal Weight US Industrials Index ETF Hedged to CAD (QRI) |
| Category Placement: | Sector Equity |
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| Fund: | RBC $U.S. Short Term Income Class Series A |
| Category Placement: | U.S. Money Market |
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| Fund: | RBC 1-5 Year Laddered Canadian Bond ETF (RLB) |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | RBC Global Growth & Income Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | RBC Quant Emerging Markets Equity Leaders ETF (RXE) |
| Category Placement: | Emerging Markets Equity |
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| Fund: | RBC Strategic Global Dividend Leaders ETF (RLD) |
| Category Placement: | Global Equity |
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| Fund: | RBC Strategic Global Equity Leaders ETF (RLE) |
| Category Placement: | Global Equity |
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| Fund: | Signature Preferred Share Pool |
| Category Placement: | Preferred Share Fixed Income |
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| Fund: | Signature Tactical Bond Pool |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Sun Life MFS Low Volatility Global Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | Sun Life MFS Low Volatility International Equity Fund |
| Category Placement: | International Equity |
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