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:
2017
Dec
Results of New Fund Reviews – December 21, 2017
| Fund: | AB Canada Core Plus Advanced Bond | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Global Fixed Income | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Fund: | AB Canada Core Plus Bond | Category Placement: | Global Fixed Income |
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Fund: | AB Canada Intll Val Eq Cap-Wtd Unhdg | Category Placement: | International Equity |
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Fund: | Desjardins fin’l FT Global Real Asset | Category Placement: | Real Estate Equity |
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Fund: | Evolve Active Floating Rate Loan ETF (LOAN.B) | Category Placement: | Floating Rate Loan |
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Fund: | Fidelity ClearPath Inst 2060 Portfolio | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | IA SRP Classic Global Diversified Equity (Forstrong) | Category Placement: | Global Equity Balanced |
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Fund: | IA SRP Classic Global Diversified Fixed Income (Forstrong) | Category Placement: | Global Fixed Income Balanced |
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Fund: | IA SRP Classic Indexia Aggressive | Category Placement: | Global Equity |
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Fund: | IA SRP Classic Indexia Balanced | Category Placement: | Global Neutral Balanced |
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Fund: | IA SRP Classic Indexia Growth | Category Placement: | Global Equity Balanced |
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Fund: | IA SRP Classic Indexia Moderate | Category Placement: | Global Neutral Balanced |
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Fund: | IA SRP Classic Indexia Prudent | Category Placement: | Global Fixed Income Balanced |
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Fund: | JF Dividend Growth Fund | Category Placement: | Canadian Dividend & Income Equity |
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Fund: | JF Fixed Income Core Plus Fund | Category Placement: | Canadian Fixed Income |
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Fund: | LL Cadence 2060 (PSG) | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | LL ClearPath® 2060 Fund (Fidelity) | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | LL Continuum 2060 (PSG) | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | LL Continuum Aggressive 2060 (PSG) | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | LL Continuum Conservative 2060 (PSG) | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | LL Harmonized Aggressive 2060 (PSG) | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | LL Harmonized Conservative 2060 (PSG) | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | LL Harmonized Fund 2060 (PSG) | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | LL Target Retirement 2060 (Vanguard) | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | LL Target Retirement 2065 (Vanguard) | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | Mackenzie Canadian Short Term Fixed Income ETF (MSCB) | Category Placement: | Canadian Short Term Fixed Income |
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Fund: | Mackenzie Global Leadership Impact ETF (MWMN) | Category Placement: | Global Equity |
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Fund: | Mackenzie Ivy Global Equity ETF (MIVG) | Category Placement: | Global Equity |
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Fund: | Mackenzie Portfolio Completion ETF (MPCF) | Category Placement: | Global Neutral Balanced |
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Fund: | MFS Canadian Long Plus Fixed Income | Category Placement: | Canadian Long Term Fixed Income |
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Fund: | Sun Life Ryan Labs U.S. Core Fixed Income Fund | Category Placement: | Global Fixed Income |
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Fund: | Vanguard Balanced ETF Portfolio (VBAL) | Category Placement: | Global Neutral Balanced |
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Fund: | Vanguard Conservative ETF Portfolio (VCNS) | Category Placement: | Global Neutral Balanced |
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Fund: | Vanguard Growth ETF Portfolio (VGRO) | Category Placement: | Global Equity Balanced |
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Nov
Results of New Fund Reviews – November 23, 2017
| Fund: | 3iQ Global Cryptoasset Fund | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Miscellaneous – Other | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Fund: | Altervest High Octane Fund | Category Placement: | Alternative Strategies |
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Fund: | Altervest Premium Harvesting Fund | Category Placement: | Alternative Strategies |
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Fund: | BMO Castle Mount Feeder Fund L.P. | Category Placement: | Alternative Strategies |
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Fund: | Capital Group World Bond Fund (Canada) | Category Placement: | Global Fixed Income |
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Fund: | Desjardins SocieTerra Canadian Equity Fund | Category Placement: | Canadian Equity |
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Fund: | DFS Multi-Manager Private Credit | Category Placement: | Miscellaneous – Income and Real Property |
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Fund: | EHP Advantage International Fund | Category Placement: | Alternative Strategies |
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Fund: | EHP Guardian International Fund | Category Placement: | Alternative Strategies |
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Fund: | Fidelity Event Driven Opportunities Currency Neutral Class | Category Placement: | U.S. Small/Mid Cap Equity |
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Fund: | Fidelity Global Asset Allocation Currency Neutral Private Pool | Category Placement: | Tactical Balanced |
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Fund: | Fidelity Global Asset Allocation Private Pool | Category Placement: | Tactical Balanced |
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Fund: | Fidelity Global Concentrated Equity Currency Neutral Fund | Category Placement: | Global Equity |
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Fund: | Fidelity Global Innovators Class | Category Placement: | Global Equity |
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Fund: | Fidelity Global Innovators Currency Neutral Class | Category Placement: | Global Equity |
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Fund: | Fidelity International Concentrated Equity Currency Neutral Fund | Category Placement: | International Equity |
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Fund: | Horizons Active A.I. Global Equity ETF (MIND) | Category Placement: | Global Equity |
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Fund: | Horizons Inovestor Canadian Equity Index ETF (INOC) | Category Placement: | Canadian Equity |
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Fund: | Horizons Robotics and Automation Index ETF (ROBO) | Category Placement: | Sector Equity |
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Fund: | Manulife Multifactor Canadian SMID Cap Index ETF (MCSM) | Category Placement: | Canadian Small/Mid Cap Equity |
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Fund: | Manulife Multifactor U.S. Small Cap Index ETF (MUSC) | Category Placement: | U.S. Small/Mid Cap Equity |
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Fund: | NBI Tactical Equity Private Portfolio | Category Placement: | Global Equity |
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Fund: | NBI Tactical Fixed Income Private Portfolio | Category Placement: | Global Fixed Income |
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Fund: | Peregrine Investment Management Fund LP | Category Placement: | Alternative Strategies |
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Fund: | RBC Trend U.S. Equity Fund | Category Placement: | U.S. Equity |
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Fund: | Desjardins Financial UPA Equities | Category Placement: | North American Equity |
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Fund: | Desjardins Financial UPA Fixed Income | Category Placement: | Canadian Fixed Income |
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Fund: | Equium Global Tactical Allocation Fund | Category Placement: | Tactical Balanced |
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Fund: | Leith Wheeler Multi Credit | Category Placement: | High Yield Fixed Income |
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Fund: | LL Canadian Dividend (Laketon) | Category Placement: | Canadian Dividend & Income Equity |
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Fund: | LL Global Equity (Fiera Capital) | Category Placement: | Global Equity |
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Fund: | LL Global Small Cap (Mackenzie) | Category Placement: | Global Small/Mid Cap Equity |
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Fund: | LL Int’l Equity (Jarislowsky Fraser) | Category Placement: | International Equity |
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Fund: | Mercer Canadian Equity Fund | Category Placement: | Canadian Equity |
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Fund: | Mercer Global Equity All Country World Index Fund | Category Placement: | Global Equity |
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Fund: | Mercer Global Low Volatility Equity Fund | Category Placement: | Global Equity |
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Fund: | Mercer Global Small Cap Equity Fund | Category Placement: | Global Small/Mid Cap Equity |
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Fund: | Mercer Money Market Fund | Category Placement: | Canadian Money Market |
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Fund: | Mercer Retirement Income Fund | Category Placement: | Global Neutral Balanced |
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Fund: | Mercer Target Date Fund 10 | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | Mercer Target Date Fund 11 | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | Mercer Target Date Fund 12 | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | Mercer Target Date Fund 2 | Category Placement: | Short Term Target Date Portfolio |
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Fund: | Mercer Target Date Fund 3 | Category Placement: | 2020 Target Date Portfolio |
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Fund: | Mercer Target Date Fund 4 | Category Placement: | 2025 Target Date Portfolio |
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Fund: | Mercer Target Date Fund 5 | Category Placement: | 2030 Target Date Portfolio |
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Fund: | Mercer Target Date Fund 6 | Category Placement: | 2035 Target Date Portfolio |
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Fund: | Mercer Target Date Fund 7 | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | Mercer Target Date Fund 8 | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | Mercer Target Date Fund 9 | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | Mercer Universe Bond Fund | Category Placement: | Canadian Fixed Income |
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Fund: | Phillips Hager & North Long Corp Pl Bd | Category Placement: | Canadian Long Term Fixed Income |
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Fund: | Sun Life Granite Income Portfolio | Category Placement: | Tactical Balanced |
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Fund: | TD Emerald Retirement Income Pooled Fund Trust | Category Placement: | Global Neutral Balanced |
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Fund: | TD Global Equity Index Non-Taxable Investor | Category Placement: | Global Equity |
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Oct
Results of New Fund Reviews – October 26, 2017
| Fund: | Addenda Bonds L/T Provincial Index Pooled | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Canadian Long Term Fixed Income | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Fund: | Addenda Bonds Universe Core PF | Category Placement: | Global Fixed Income |
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Fund: | Addenda Commercial Mortgage Pooled DC | Category Placement: | Miscellaneous – Income and Real Property |
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Fund: | Arcs of Fire Tactical Balanced Fund | Category Placement: | Tactical Balanced |
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Fund: | BMO High Yield US Corporate Bond Index ETF (ZJK) | Category Placement: | High Yield Fixed Income |
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Fund: | BMO MSCI Canada Value Index ETF (ZVC) | Category Placement: | Canadian Equity |
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Fund: | BMO MSCI EAFE Value Index ETF (ZVI) | Category Placement: | International Equity |
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Fund: | BMO MSCI USA Value Index ETF (ZVU) | Category Placement: | U.S. Equity |
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Fund: | BMO Private Global Absolute Return Bond Fund | Category Placement: | Alternative Strategies |
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Fund: | BMO Shiller Select US Index ETF (ZEUS) | Category Placement: | U.S. Equity |
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Fund: | Canso Broad Corporate Bond Fund | Category Placement: | Global Fixed Income |
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Fund: | Co-operators Aviator Diversified Port 75/75 | Category Placement: | Global Neutral Balanced |
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Fund: | Co-operators Aviator Growth Port 75/100 | Category Placement: | Global Equity Balanced |
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Fund: | Co-operators Aviator Income Pl Port 75/75 | Category Placement: | Canadian Fixed Income Balanced |
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Fund: | Evolve Active Canadian Preferred Share ETF (DIVS) | Category Placement: | Preferred Share Fixed Income |
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Fund: | Evolve Active Short Duration Bond ETF (TIME) | Category Placement: | High Yield Fixed Income |
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Fund: | Evolve Active US Core Equity ETF (CAPS) | Category Placement: | U.S. Equity |
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Fund: | Evolve Automobile Innovation Index ETF (CARS) | Category Placement: | Sector Equity |
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Fund: | Evolve Global Healthcare Enhanced Yield ETF (LIFE) | Category Placement: | Sector Equity |
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Fund: | Evolve US Banks Enhanced Yield ETF (CALL) | Category Placement: | Financial Services Equity |
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Fund: | Harbour Global Equity Fund | Category Placement: | Global Equity |
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Fund: | Horizons Active International Developed Markets Equity ETF (HADM) | Category Placement: | International Equity |
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Fund: | IA Clarington Emerging Markets Bond Fund | Category Placement: | High Yield Fixed Income |
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Fund: | IA Clarington Global Bond Fund | Category Placement: | High Yield Fixed Income |
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Fund: | IA Clarington Global Yield Opportunities Fund | Category Placement: | Global Fixed Income Balanced |
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Fund: | Balanced Portfolio | Category Placement: | Global Equity Balanced |
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Fund: | Conservative Portfolio | Category Placement: | Global Fixed Income Balanced |
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Fund: | Growth Portfolio | Category Placement: | Global Equity Balanced |
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Fund: | High Growth Portfolio | Category Placement: | Global Equity |
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Fund: | Moderate Portfolio | Category Placement: | Global Neutral Balanced |
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Fund: | Mackenzie All China Equity Fund | Category Placement: | Greater China Equity |
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Fund: | Mackenzie Global Sustainability and Impact Balanced Fund | Category Placement: | Tactical Balanced |
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Fund: | Mackenzie Global Leadership Impact Fund | Category Placement: | Global Equity |
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Fund: | Metric Dynamic Asset Allocation | Category Placement: | Tactical Balanced |
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Fund: | Northern Coast Strategic Fund 8.0% Series A Non-Convertible Secured Bonds | Category Placement: | Miscellaneous – Income and Real Property |
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Fund: | PM Concentrated Opportunistic L/S Fund | Category Placement: | Alternative Strategies |
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Fund: | RBC 6-10 Year Laddered Canadian Corporate Bond ETF (RMBO) | Category Placement: | Canadian Fixed Income |
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Fund: | RBC BlueBay Global Diversified Income (CAD Hedged) ETF (RBDI) | Category Placement: | Global Fixed Income |
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Fund: | RBC Canadian Bank Yield Index ETF (RBNK) | Category Placement: | Financial Services Equity |
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Fund: | RBC Multi-Strategy Alpha | Category Placement: | Alternative Strategies |
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Fund: | RBC PH&N Short Term Canadian Bond ETF (RPSB) | Category Placement: | Canadian Short Term Fixed Income |
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Fund: | RBC Short Term U.S. Corporate Bond ETF (RUSB) | Category Placement: | Global Fixed Income |
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Fund: | Rivemont Crypto | Category Placement: | Miscellaneous – Other |
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Fund: | Stone GaleForce Dividend Growth Pool | Category Placement: | Canadian Dividend & Income Equity |
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Fund: | US Global GO GOLD and Precious Metal Miners ETF (GOGO) | Category Placement: | Precious Metals Equity |
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Fund: | Vanguard Target Retirement 2060 Pooled Fund | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | Vanguard Target Retirement 2065 Pooled Fund | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | Veritas Long Short Fund | Category Placement: | Alternative Strategies |
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Sep
Results of New Fund Reviews – September 28, 2017
| Fund: | BSD Global Tech Hedge Fund L.P. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Alternative Strategies | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Fund: | Raintree Absolute Fund | Category Placement: | Alternative Strategies |
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Fund: | Raintree Tactical Fund | Category Placement: | Alternative Strategies |
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Fund: | RBC Qube Market Neutral Canadian Equity Fund | Category Placement: | Alternative Strategies |
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Fund: | RBC Qube Market Neutral World Equity Fund | Category Placement: | Alternative Strategies |
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Fund: | NBI Equity Income Private Portfolio | Category Placement: | Canadian Dividend & Income Equity |
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Fund: | RBC Canadian Equity Index ETF (RCAN) | Category Placement: | Canadian Equity |
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Fund: | PowerShares 1-10 Year Laddered Investment Grade Corporate Bond Index ETF (PIB) | Category Placement: | Canadian Fixed Income |
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Fund: | RBC Canadian Bond Index ETF (RCUB) | Category Placement: | Canadian Fixed Income |
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Fund: | Franklin Bissett Canada Plus Equity Fund | Category Placement: | Canadian Focused Equity |
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Fund: | RBC Canadian Short Term Bond Index ETF (RCSB) | Category Placement: | Canadian Short Term Fixed Income |
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Fund: | RBC Emerging Markets Equity Index ETF (REEM) | Category Placement: | Emerging Markets Equity |
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Fund: | Dynamic iShares Active Global Financial Services ETF (DXF) | Category Placement: | Financial Services Equity |
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Fund: | RBC Vision Fossil Fuel Free Global Equity Fund | Category Placement: | Global Equity |
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Fund: | Dynamic iShares Active Tactical Bond ETF (DXB) | Category Placement: | Global Fixed Income |
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Fund: | First Asset Enhanced Short Duration Bond ETF (FSB) | Category Placement: | Global Fixed Income |
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Fund: | RBC Global Government Bond (CAD Hedged) Index ETF (RGGB) | Category Placement: | Global Fixed Income |
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Fund: | TD Global Income Fund | Category Placement: | Global Fixed Income |
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Fund: | TD Global Unconstrained Bond Fund | Category Placement: | Global Fixed Income |
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Fund: | TD North American Small-Cap Equity Fund | Category Placement: | Canadian Focused Small/Mid Cap Equity |
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Fund: | Norrep High Income Fund | Category Placement: | High Yield Fixed Income |
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Fund: | Sprott Canadian Senior Debt Fund | Category Placement: | High Yield Fixed Income |
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Fund: | RBC International Equity Index ETF (RINT) | Category Placement: | International Equity |
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Fund: | Westboro Mortgage Investment Corporation | Category Placement: | Miscellaneous – Income and Real Property |
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Fund: | First Canadian Securities 2017 QuÈbec Short-Term Super Flow-Through LP | Category Placement: | Natural Resources Equity |
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Fund: | First Canadian Securities 2017 Short-Term Super Flow-Through LP | Category Placement: | Natural Resources Equity |
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Fund: | Sprott 2017-II Flow-Through LP | Category Placement: | Natural Resources Equity |
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Fund: | PowerShares S&P/TSX REIT Income Index ETF (REIT) | Category Placement: | Real Estate Equity |
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Fund: | RBC U.S. Equity Index ETF (RUSA) | Category Placement: | U.S. Equity |
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Fund: | TD U.S. Dividend Growth Fund | Category Placement: | U.S. Equity |
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Fund: | Dynamic iShares Active U.S. Mid-Cap ETF (DXZ) | Category Placement: | U.S. Small/Mid Cap Equity |
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Fund: | CC&L Q US Equity Extension Fund | Category Placement: | Alternative Strategies |
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Fund: | Evolve Cyber Security Index ETF | Category Placement: | Sector Equity |
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Fund: | Evolve North American Gender Diversity Index ETF | Category Placement: | North American Equity |
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Fund: | Matco Fixed Income Fund | Category Placement: | Canadian Fixed Income |
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Fund: | Matco Global Equity Fund | Category Placement: | Global Equity |
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Fund: | WisdomTree Canada Quality Dividend Growth Index ETF | Category Placement: | Canadian Dividend & Income Equity |
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Fund: | WisdomTree Emerging Markets Dividend Index ETF | Category Placement: | Emerging Markets Equity |
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Fund: | WisdomTree U.S. MidCap Dividend Index ETF | Category Placement: | U.S. Small/Mid Cap Equity |
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Aug
Results of New Fund Reviews – August 24, 2017
| Fund: | 1832 AM Canadian Dividend LP | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Canadian Dividend & Income Equity | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Fund: | 1832 AM Canadian Growth LP | Category Placement: | Canadian Focused Equity |
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Fund: | 1832 AM Canadian Preferred Share LP | Category Placement: | Preferred Share Fixed Income |
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Fund: | 1832 AM Global Completion LP | Category Placement: | Miscellaneous – Other |
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Fund: | 1832 AM North American Preferred Share LP | Category Placement: | Preferred Share Fixed Income |
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Fund: | 1832 AM Tactical Asset Allocation LP | Category Placement: | Tactical Balanced |
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Fund: | Assumption/CI Cambridge Canadian Dividend | Category Placement: | Canadian Dividend & Income Equity |
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Fund: | Assumption/CI Signature Corporate Bond | Category Placement: | High Yield Fixed Income |
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Fund: | Assumption/CI Signature Global Dividend | Category Placement: | Global Equity |
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Fund: | Assumption/CI Signature Global Resources Corporate Class | Category Placement: | Natural Resources Equity |
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Fund: | Assumption/Fidelity Emerging Markets | Category Placement: | Emerging Markets Equity |
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Fund: | Assumption/Fidelity NorthStar Balanced | Category Placement: | Global Netural Balanced |
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Fund: | Assumption/JF Fixed Income Core Plus | Category Placement: | Canadian Fixed Income |
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Fund: | Assumption/Louisbourg Preferred Share | Category Placement: | Preferred Share Fixed Income |
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Fund: | BMO Asset Management Responsible Global Equity ESG Fund | Category Placement: | Global Equity |
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Fund: | Fidelity International Low Volatility Equity Institutional Trust | Category Placement: | International Equity |
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Fund: | Fidelity U.S. Low Volatility Equity Institutional Trust | Category Placement: | U.S. Equity |
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Fund: | First Asset Cambridge Global Dividend ETF (FCW) | Category Placement: | Global Equity |
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Fund: | First Asset MSCI International Low Risk Weighted ETF (RWX) | Category Placement: | International Equity |
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Fund: | Hamilton Capital U.S. Mid-Cap Financials ETF (USD) (HFMU.U) | Category Placement: | Financial Services Equity |
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Fund: | Horizons International Developed Markets Equity Index ETF C$ (HXDM) | Category Placement: | International Equity |
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Fund: | Next Edge RCM Private Yield Fund | Category Placement: | Alternative Strategies |
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Fund: | Quintessence Wealth Enhanced Global Balanced Fund | Category Placement: | Global Neutral Balanced |
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Fund: | Quintessence Wealth Enhanced Global Fixed Income Fund | Category Placement: | Global Fixed Income |
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Fund: | Quintessence Wealth Enhanced Global Growth Fund | Category Placement: | Global Equity |
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Fund: | Quintessence Wealth Enhanced Long/Short Total Return Fund | Category Placement: | Alternative Strategies |
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Fund: | RBC Target 2035 Education Fund | Category Placement: | 2035 Target Date Portfolio |
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Fund: | Scotia Private Canadian All Cap Equity Pool | Category Placement: | Canadian Equity |
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Fund: | Scotia Private Fundamental Canadian Equity Pool | Category Placement: | Canadian Focused Equity |
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Fund: | Scotia Private Global Credit Pool | Category Placement: | Global Fixed Income |
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Fund: | Scotia Private Global Low Volatility Equity Pool | Category Placement: | Global Equity |
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Fund: | Scotia Private Total Return Bond Pool | Category Placement: | Canadian Fixed Income |
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Fund: | Scotia Total Return Bond LP | Category Placement: | Canadian Fixed Income |
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Fund: | Scotia U.S. Dividend Growers LP | Category Placement: | U.S. Equity |
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Fund: | Scotia U.S. Low Volatility Equity LP | Category Placement: | U.S. Equity |
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Fund: | Signature Floating Rate Income Pool | Category Placement: | Floating Rate Loan |
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Fund: | SSQ Guardian Canadian Dividend Equity GIF | Category Placement: | Canadian Dividend & Income Equity |
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Fund: | SSQ Guardian Conservative Monthly Income GIF | Category Placement: | Canadian Fixed Income Balanced |
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Fund: | SSQ Guardian Monthly Income GIF | Category Placement: | Global Equity Balanced |
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Jul
Results of New Fund Reviews – July 27, 2017
| Fund: | BMO International Equity Fund Series A | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | International Equity | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Fund: | BMO Japan Fund Series A | Category Placement: | Geographic Equity |
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Fund: | CIBC Balanced Growth Passive Portfolio | Category Placement: | Global Equity Balanced |
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Fund: | CIBC Balanced Passive Portfolio | Category Placement: | Global Neutral Balanced |
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Fund: | CIBC Conservative Passive Portfolio | Category Placement: | Canadian Fixed Income Balanced |
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Fund: | DFC Emerging Markets Equity | Category Placement: | Emerging Markets Equity |
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Fund: | DFS CC&L Bond | Category Placement: | Canadian Fixed Income |
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Fund: | DFS CC&L Canadian Long Term Bond | Category Placement: | Canadian Long Term Fixed Income |
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Fund: | DFS Fidelity International Low Volatility Equity | Category Placement: | International Equity |
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Fund: | DFS Fidelity U.S. Low Volatility Equity | Category Placement: | U.S. Equity |
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Fund: | Equity Index Pooled Fund | Category Placement: | Global Equity |
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Fund: | EUROPEAN DIVIDEND GROWTH FUND | Category Placement: | European Equity |
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Fund: | FÉRIQUE Aggressive Growth Portfolio | Category Placement: | Global Equity Balanced |
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Fund: | FÉRIQUE Conservative Portfolio | Category Placement: | Canadian Fixed Income Balanced |
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Fund: | Goldenwise Multi Strategy Fund | Category Placement: | Alternative Strategies |
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Fund: | Guardian Canadian Equity Select Fund | Category Placement: | Canadian Dividend & Income Equity |
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Fund: | Guardian International Equity Select Fund | Category Placement: | International Equity |
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Fund: | Guardian U.S. Equity Select Fund | Category Placement: | U.S. Equity |
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Fund: | Harvest Global REIT Leaders Income ETF (HGR) | Category Placement: | Real Estate Equity |
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Fund: | Jemekk Long/Short Fund L.P. | Category Placement: | Alternative Strategies |
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Fund: | Jemekk Total Return Fund L.P. | Category Placement: | Alternative Strategies |
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Fund: | Laurus US Small Cap Fund | Category Placement: | U.S. Small/Mid Cap Equity |
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Fund: | Middlefield Healthcare & Life Sciences Dividend Fund | Category Placement: | Sector Equity |
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Fund: | Quadrus Growth and Income Fund (GWLIM) Quadrus Series | Category Placement: | Global Neutral Balanced |
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Fund: | Quadrus International Core Equity Fund (Putnam) Quadrus Series | Category Placement: | International Equity |
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Fund: | Quadrus U.S. Dividend Fund (GWLIM) Quadrus Series | Category Placement: | U.S. Equity |
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Fund: | Quadrus U.S. Value Fund (Putnam) Quadrus Series | Category Placement: | U.S. Equity |
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Fund: | Russell Investments ESG Global Equity Fund | Category Placement: | Global Equity |
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Fund: | T. Rowe Price Global Growth Equity Pool | Category Placement: | Global Equity |
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Fund: | T. Rowe Price Intrnl Cncntrtd Eq Pool | Category Placement: | International Equity |
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Fund: | T. Rowe Price US Lrge Cap Cr Gr Eq Pool | Category Placement: | U.S. Equity |
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Fund: | Vertex Strategic Income Fund | Category Placement: | Global Fixed Income |
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Fund: | WindWise U.S. Managed Vol Non-Lending | Category Placement: | U.S. Equity |
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Fund: | WisdomTree Yield Enhanced Canada Aggregate Bd Idx ETF | Category Placement: | Canadian Fixed Income |
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Fund: | WisdomTree Yld Enh Canada ST Aggregate Bd Idx ETF | Category Placement: | Canadian Short Term Fixed Income |
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Jun
Results of New Fund Reviews – June 22, 2017
| Fund: | Celernus Credit Opportunities Fund | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Alternative Strategies | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Fund: | Counsel Canadian Balanced Portfolio | Category Placement: | Canadian Neutral Balanced |
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Fund: | Counsel Canadian Conservative Portfolio | Category Placement: | Canadian Fixed Income Balanced |
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Fund: | Counsel Canadian Growth Portfolio | Category Placement: | Canadian Equity Balanced |
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Fund: | Franklin Liberty Canadian Investment Grade Corporate ETF (FLCI) | Category Placement: | Canadian Fixed Income |
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Fund: | Franklin Liberty Risk Managed Canadian Equity ETF (FLRM) | Category Placement: | Canadian Equity |
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Fund: | Franklin LibertyQT International Equity Index ETF (FLDM) | Category Placement: | International Equity |
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Fund: | Franklin LibertyQT U.S. Equity Index ETF (FLUS) | Category Placement: | U.S. Equity |
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Fund: | Franklin Target Return Fund | Category Placement: | Alternative Strategies |
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Fund: | iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV) | Category Placement: | Canadian Dividend & Income Equity |
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Fund: | iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged) (XDGH) | Category Placement: | Global Equity |
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Fund: | iShares Core MSCI Global Quality Dividend Index ETF (XDG) | Category Placement: | Global Equity |
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Fund: | iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) (XDUH) | Category Placement: | U.S. Equity |
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Fund: | iShares Core MSCI US Quality Dividend Index ETF (XDU) | Category Placement: | U.S. Equity |
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Fund: | Loubani Fund I LP | Category Placement: | Alternative Strategies |
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Fund: | Manulife Diversified Alpha Portfolio | Category Placement: | Global Equity Balanced |
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Fund: | Manulife Income Fund 2022 | Category Placement: | 2025 Target Date Portfolio |
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Fund: | Manulife Income Fund 2027 | Category Placement: | 2030 Target Date Portfolio |
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Fund: | Manulife Income Fund 2032 | Category Placement: | 2035 Target Date Portfolio |
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Fund: | Manulife Income Fund 2037 | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | Manulife Income Fund 2042 | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | Manulife Income Fund 2047 | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | Manulife Income Fund 2052 | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | Manulife Income Fund 2057 | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | Manulife Income Fund 2062 | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | Manulife Income Fund 2067 | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | Manulife Quantitative Fixed Income Fund 2022 | Category Placement: | Canadian Fixed Income |
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Fund: | Manulife Quantitative Fixed Income Fund 2027 | Category Placement: | Canadian Fixed Income |
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Fund: | Manulife Quantitative Fixed Income Fund 2032 | Category Placement: | Canadian Fixed Income |
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Fund: | Manulife Quantitative Fixed Income Fund 2037 | Category Placement: | Canadian Fixed Income |
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Fund: | Manulife Quantitative Fixed Income Fund 2042 | Category Placement: | Canadian Fixed Income |
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Fund: | NorthStream Credit Strategies Fund LP | Category Placement: | Alternative Strategies |
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Fund: | Purpose Short Duration Tactical Bond Fund | Category Placement: | Canadian Short Term Fixed Income |
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Fund: | Sentry Defensive Income Portfolio | Category Placement: | Global Fixed Income Balanced |
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Fund: | Sprott Alternative Income Fund | Category Placement: | Alternative Strategies |
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May
Results of New Fund Reviews – May 25, 2017
| Fund: | Alitis Private Real Estate LP | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Miscellaneous – Income and Real Property | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Fund: | BGICL LifePath 2050 Index Fund (QSZ) | Category Placement: | 2035+ Target Date Portfolio |
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Fund: | Curvature Multi-Strategy Fund | Category Placement: | Alternative Strategies |
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Fund: | Dynamic Global Growth Opportunities Fund | Category Placement: | Alternative Strategies |
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Fund: | Equitable Life Dynamic Equity Income Fund Select | Category Placement: | Canadian Dividend & Income Equity |
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Fund: | Equitable Life Dynamic U.S. Monthly Income Fund | Category Placement: | Global Equity Balanced |
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Fund: | Equitable Life Mackenzie Ivy Canadian Balanced Fund | Category Placement: | Canadian Equity Balanced |
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Fund: | Equitable Life Mackenzie Ivy Global Balanced Fund Select | Category Placement: | Global Equity Balanced |
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Fund: | Equitable Life Trimark Diversified Yield Fund Select | Category Placement: | Canadian Equity Balanced |
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Fund: | Equitable Life Trimark Fund Select | Category Placement: | Global Equity |
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Fund: | Excel Global Balanced Asset Allocation ETF (EXGB) | Category Placement: | Global Fixed Income Balanced |
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Fund: | Excel Global Growth Asset Allocation ETF (EXGG) | Category Placement: | Global Neutral Balanced |
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Fund: | Fidelity Canadian Real Return Bond Index Investment Trust | Category Placement: | Canadian Inflation Protected Fixed Income |
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Fund: | Fidelity Multi-Sector Bond Currency Neutral Fund | Category Placement: | High Yield Fixed Income |
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Fund: | Fidelity Multi-Sector Bond Fund | Category Placement: | High Yield Fixed Income |
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Fund: | FT Balanced Growth Pool | Category Placement: | Tactical Balanced |
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Fund: | FT Balanced Income Pool | Category Placement: | Tactical Balanced |
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Fund: | FT Growth Pool | Category Placement: | Global Equity Balanced |
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Fund: | Harbour Analyst Fund | Category Placement: | Global Equity |
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Fund: | Invesco Select Emerging Markets Equity Pool | Category Placement: | Emerging Markets Equity |
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Fund: | Kuber Mortgage Investment Corporation | Category Placement: | Miscellaneous – Income and Real Property |
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Fund: | Mackenzie Global Credit Opportunities Fund | Category Placement: | High Yield Fixed Income |
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Fund: | Mackenzie Global High Yield Fixed Income ETF (MHYB) | Category Placement: | High Yield Fixed Income |
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Fund: | Mackenzie US Strategic Income Fund | Category Placement: | Global Neutral Balanced |
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Fund: | Manulife Balanced Portfolio | Category Placement: | Global Neutral Balanced |
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Fund: | Manulife Conservative Portfolio | Category Placement: | Global Fixed Income Balanced |
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Fund: | Manulife Growth Portfolio | Category Placement: | Global Equity Balanced |
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Fund: | Manulife Moderate Portfolio | Category Placement: | Global Fixed Income Balanced |
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Fund: | Maxam Diversified Strategies Fund | Category Placement: | Alternative Strategies |
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Fund: | Morningstar Aggressive Portfolio | Category Placement: | Global Equity |
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Fund: | Morningstar Balanced Portfolio | Category Placement: | Global Neutral Balanced |
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Fund: | Morningstar Conservative Portfolio | Category Placement: | Global Fixed Income Balanced |
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Fund: | Morningstar Growth Portfolio | Category Placement: | Global Equity Balanced |
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Fund: | Morningstar Moderate Portfolio | Category Placement: | Global Fixed Income Balanced |
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Fund: | NBI Balanced Portfolio | Category Placement: | Global Neutral Balanced |
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Fund: | NBI Canadian Diversified Bond Private Portfolio | Category Placement: | Canadian Fixed Income |
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Fund: | NBI Conservative Portfolio | Category Placement: | Global Fixed Income Balanced |
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Fund: | NBI Equity Portfolio | Category Placement: | Global Equity |
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Fund: | NBI Growth Portfolio | Category Placement: | Global Equity Balanced |
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Fund: | NBI International High Conviction Equity Private Portfolio | Category Placement: | International Equity |
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Fund: | NBI Moderate Portfolio | Category Placement: | Global Neutral Balanced |
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Fund: | NBI Multiple Asset Class Private Portfolio | Category Placement: | Global Equity Balanced |
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Fund: | NBI North American Dividend Private Portfolio | Category Placement: | North American Equity |
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Fund: | NBI Secure Portfolio | Category Placement: | Global Fixed Income Balanced |
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Fund: | NBI U.S. Growth & Income Private Portfolio | Category Placement: | U.S. Equity |
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Fund: | Portland 15 of 15 Fund | Category Placement: | Global Equity |
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Fund: | Vertex Arbitrage Fund Plus | Category Placement: | Alternative Strategies |
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Fund: | WHL (Canada) I LP | Category Placement: | Alternative Strategies |
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Apr
Results of New Fund Reviews – Apr 20, 2017
| Fund: | Horizons Medical Marijuana Life Sciences ETF(HMMJ) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Sector Equity | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Fund: | Invesco Global Dividend Income Fund | Category Placement: | Global Equity |
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Fund: | Invesco Global Monthly Income Fund | Category Placement: | Global Neutral Balanced |
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Fund: | Lysander-Canso Broad Corporate Bond Fund | Category Placement: | Global Fixed Income |
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Fund: | MDPIM Global Tactical Opportunities Pool | Category Placement: | Alternative Strategies |
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Fund: | MDPIM International Equity Index Pool | Category Placement: | International Equity |
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Fund: | MDPIM S&P 500 Index Pool | Category Placement: | U.S. Equity |
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Fund: | MDPIM S&P/TSX Capped Composite Index Pool | Category Placement: | Canadian Equity |
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Fund: | Multi-Asset Equity Completion | Category Placement: | Global Equity |
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Fund: | Russell Investments Multi-Factor International Equity Pool | Category Placement: | International Equity |
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Fund: | Turtle Creek US Equity Fund | Category Placement: | U.S. Equity |
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Fund: | June 2021 Investment Grade Bond Pool | Category Placement: | Canadian Fixed Income |
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Fund: | Desjardins 1-5 Year Laddered Canadian Corpate Bond ETF | Category Placement: | Canadian Short Term Fixed Income |
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Fund: | Desjardins 1-5 Year Laddered Canadian Government Bond ETF | Category Placement: | Canadian Short Term Fixed Income |
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Fund: | Desjardins Canadian Preferred Share ETF | Category Placement: | Preferred Share Fixed Income |
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Fund: | Desjardins Canadian Short Term Bond ETF | Category Placement: | Canadian Short Term Fixed Income |
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Fund: | Desjardins Canadian Universe Bond ETF | Category Placement: | Canadian Fixed Income |
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Fund: | Desjardins Cnd Mltfct-Cntrld Volatil ETF | Category Placement: | Canadian Equity |
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Fund: | Desjardins DevxUSAxCndMltfct-CntrdVolETF | Category Placement: | International Equity |
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Fund: | Desjardins EM Mltfct-Cntrd Volatil ETF | Category Placement: | Emerging Markets Equity |
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Fund: | Desjardins USA Mltfct-Cntrld Volatil ETF | Category Placement: | U.S. Equity |
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Fund: | Goodman & Co. Core Equity Strategy | Category Placement: | Global Equity |
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Fund: | Lysander-Triasima All Country Equity | Category Placement: | Global Equity |
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Fund: | Lysander-Triasima Balanced Income | Category Placement: | Global Equity Balanced |
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Mar
Results of New Fund Reviews – Mar 23, 2017
| Fund: | Centurion Financial Trust | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Miscellaneous – Income and Real Property | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Fund: | Clearpoint Short Term Income Fund | Category Placement: | High Yield Fixed Income |
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Fund: | Fiera Active Short Term Canadian Municipal Bond | Category Placement: | Canadian Short Term Fixed Income |
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Fund: | Fiera Canadian Equity | Category Placement: | Canadian Equity |
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Fund: | GWL Monthly Income (London Capital) | Category Placement: | Canadian Neutral Balanced |
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Fund: | Lysander-Fulcra Corporate Securities Fund | Category Placement: | Global Fixed Income Balanced |
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Fund: | Manulife Multifactor Canadian Large Cap Index ETF (MCLC) | Category Placement: | Canadian Equity |
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Fund: | Manulife Multifactor Developed International Index ETF (MINT) | Category Placement: | International Equity |
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Fund: | Manulife Multifactor U.S. Large Cap Index ETF (MULC) | Category Placement: | U.S. Equity |
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Fund: | Manulife Multifactor U.S. Mid Cap Index ETF (MUMC) | Category Placement: | U.S. Equity |
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Fund: | Sprott 2017 Flow-Through Limited Partnership | Category Placement: | Natural Resources Equity |
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Fund: | TD Emerald Pooled U.S. Fund | Category Placement: | U.S. Equity |
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Fund: | Vanguard Global All-Cap ex Canada Equity Index Pooled Fund | Category Placement: | Global Equity |
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Fund: | VPC Specialty Finance Fund | Category Placement: | Alternative Strategies |
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Feb
Results of New Fund Reviews – Feb 23, 2017
| Fund: | Algonquin Trust | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Alternative Strategies | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Fund: | BMO Advantaged Canadian Q-Model Fund | Category Placement: | Canadian Equity |
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Fund: | BMO Advantaged U.S. Q-Model Fund | Category Placement: | U.S. Equity |
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Fund: | BMO Canadian High Dividend Covered Call ETF (ZWC) | Category Placement: | Canadian Dividend & Income Equity |
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Fund: | BMO Canadian Q-Model Trust | Category Placement: | Canadian Equity |
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Fund: | BMO Global Banks Hedged to CAD Index ETF (BANK) | Category Placement: | Financial Services Equity |
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Fund: | BMO Global Consumer Discretionary Hedged to CAD Index ETF (DISC) | Category Placement: | Global Equity |
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Fund: | BMO Global Consumer Staples Hedged to CAD Index ETF (STPL) | Category Placement: | Global Equity |
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Fund: | BMO Global Insurance Hedged to CAD Index ETF (INSR) | Category Placement: | Global Equity |
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Fund: | BMO Long-Term US Treasury Bond Index ETF (ZTL) | Category Placement: | Global Fixed Income |
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Fund: | BMO Mid-Term US Treasury Bond Index ETF (ZTM) | Category Placement: | Global Fixed Income |
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Fund: | BMO Short-Term US Treasury Bond Index ETF (ZTS) | Category Placement: | Global Fixed Income |
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Fund: | BMO U.S. Q-Model Trust | Category Placement: | U.S. Equity |
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Fund: | BMO US Preferred Share Hedged to CAD Index ETF (ZHP) | Category Placement: | Preferred Share Fixed Income |
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Fund: | BMO US Preferred Share Index ETF (ZUP) | Category Placement: | Preferred Share Fixed Income |
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Fund: | BMO US Put Write Hedged to CAD ETF (ZPH) | Category Placement: | Miscellaneous – Income and Real Property |
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Fund: | Caldwell Growth Opportunities Fund | Category Placement: | Alternative Strategies |
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Fund: | Caldwell Pendragon Fund | Category Placement: | Alternative Strategies |
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Fund: | Cortland Credit Strategies RRSP Fund | Category Placement: | Alternative Strategies |
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Fund: | Hamilton Capital Global Financials Yield ETF | Category Placement: | Financial Services Equity |
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Fund: | IA Group Canadian Corporate Bond | Category Placement: | Canadian Fixed Income |
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Fund: | IA Group Global Diversified (Forstrong) | Category Placement: | Global Equity Balanced |
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Fund: | IA Group Global Equity Shareholder Yld (TD-Epoch) | Category Placement: | Global Equity |
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Fund: | IA Group Global Targeted Returns (Invesco) | Category Placement: | Alternative Strategies |
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Fund: | Jones Collombin Balanced Fund (JCBF) | Category Placement: | Canadian Equity Balanced |
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Fund: | Jones Collombin North American Equity Fund (JCNA) | Category Placement: | North American Equity |
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Fund: | Landry Razorbill Income Plus Fund | Category Placement: | Canadian Fixed Income |
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Fund: | Leith Wheeler US Small/Mid-Cap Equity F | Category Placement: | U.S. Small/Mid Cap Equity |
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Fund: | LL Advanced Fund (CI) | Category Placement: | Global Equity Balanced |
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Fund: | LL Aggressive Fund (CI) | Category Placement: | Global Equity |
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Fund: | LL Balanced Fund (CI) | Category Placement: | Global Equity Balanced |
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Fund: | LL Balanced Growth Fund (CI) | Category Placement: | Global Equity Balanced |
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Fund: | LL Conservative Fund (CI) | Category Placement: | Global Fixed Income Balanced |
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Fund: | LL Moderate Balanced Fund (CI) | Category Placement: | Global Neutral Balanced |
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Fund: | LL Moderate Fund (CI) | Category Placement: | Global Neutral Balanced |
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Fund: | M&P Canadian Dividend Growth Pool | Category Placement: | Canadian Dividend & Income Equity |
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Fund: | M&P Diversified Fixed Income Pool | Category Placement: | Global Fixed Income |
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Fund: | M&P Global Balanced Pool | Category Placement: | Global Equity Balanced |
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Fund: | M&P Global Dividend Growth Pool | Category Placement: | Global Equity |
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Fund: | M&P International Equity Pool | Category Placement: | International Equity |
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Fund: | M&P Tactical Monthly Income Pool | Category Placement: | Tactical Balanced |
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Fund: | M&P U.S. Dividend Growth Pool | Category Placement: | U.S. Equity |
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Fund: | Mawer Emerging Markets Equity Fund | Category Placement: | Emerging Markets Equity |
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Fund: | PowerShares S&P 500 High Dividend Low Volatility Index ETF (UHD) | Category Placement: | U.S. Equity |
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Fund: | PowerShares S&P Global ex. Canada High Dividend Low Volatility Index ETF (GHD) | Category Placement: | Global Equity |
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Fund: | Redwood U.S. Preferred Share Fund | Category Placement: | Preferred Share Fixed Income |
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Fund: | SFRO Balanced Fund | Category Placement: | Global Equity Balanced |
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Fund: | The Alpha Fund LP | Category Placement: | North American Equity |
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Jan
Results of New Fund Reviews – Jan 26, 2017
| Fund: | ATBIS Canadian Equity Pool | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Canadian Equity | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Fund: | ATBIS Fixed Income Pool | Category Placement: | Canadian Fixed Income |
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Fund: | ATBIS International Equity Pool | Category Placement: | International Equity |
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Fund: | ATBIS U.S. Equity Pool | Category Placement: | U.S. Equity |
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Fund: | BMO Ascent Balanced Portfolio | Category Placement: | Global Neutral Balanced |
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Fund: | BMO Ascent Conservative Portfolio | Category Placement: | Global Fixed Income Balanced |
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Fund: | BMO Ascent Equity Growth Portfolio | Category Placement: | Global Equity |
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Fund: | BMO Ascent Growth Portfolio | Category Placement: | Global Equity Balanced |
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Fund: | BMO Ascent Income Portfolio | Category Placement: | Global Fixed Income Balanced |
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Fund: | Crystal Wealth Conscious Capital Strategy | Category Placement: | Alternative Strategies |
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Fund: | Dundee Global Resource Class | Category Placement: | Natural Resources Equity |
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Fund: | Dynamic iShares Active Canadian Dividend ETF (DXC) | Category Placement: | Canadian Dividend & Income Equity |
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Fund: | Dynamic iShares Active Crossover Bond ETF (DXO) | Category Placement: | High Yield Fixed Income |
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Fund: | Dynamic iShares Active Global Dividend ETF (DXG) | Category Placement: | Global Equity |
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Fund: | Dynamic iShares Active Preferred Shares ETF (DXP) | Category Placement: | Preferred Share Fixed Income |
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Fund: | Dynamic iShares Active U.S. Dividend ETF (DXU) | Category Placement: | U.S. Equity |
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Fund: | Fidelity Canadian Short Term Fixed Income Investment Trust | Category Placement: | Canadian Short Term Fixed Income |
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Fund: | Fidelity Insights Class | Category Placement: | Global Equity |
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Fund: | Fidelity Insights Investment Trust | Category Placement: | Global Equity |
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Fund: | Fiera Capital International Equity Fund | Category Placement: | International Equity |
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Fund: | Formula Growth Focus Fund | Category Placement: | Alternative Strategies |
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Fund: | Franklin Bissett Canadian Government Bond Fund | Category Placement: | Canadian Fixed Income |
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Fund: | Franklin Quotential Fixed Income Portfolio | Category Placement: | Global Fixed Income |
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Fund: | Horizons Absolute Return Global Currency ETF (HARC) | Category Placement: | Alternative Strategies |
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Fund: | J.C. Clark Adaly Trust | Category Placement: | Alternative Strategies |
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Fund: | QuantShares Enhanced Core Canadian Equity ETF (QCD) | Category Placement: | Canadian Equity |
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Fund: | QuantShares Enhanced Core Emerging Markets Equity ETF (QEM) | Category Placement: | Emerging Markets Equity |
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Fund: | QuantShares Enhanced Core International Equity ETF (QIE) | Category Placement: | International Equity |
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Fund: | QuantShares Enhanced Core US Equity ETF (QUS) | Category Placement: | U.S. Equity |
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Fund: | QuantShares Global Equity Rotation ETF (QGL) | Category Placement: | Global Equity |
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Fund: | QuantShares MultiAsset Allocation ETF (QMA) | Category Placement: | Global Equity Balanced |
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Fund: | QuantShares MultiAsset Income Allocation ETF (QMY) | Category Placement: | Global Fixed Income Balanced |
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Fund: | Rae Lipskie Partners Foreign Equity Fund | Category Placement: | Global Equity |
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Fund: | SIA Tactical Market Neutral Pool | Category Placement: | Alternative Strategies |
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Fund: | SIA Tactical U.S. Pool | Category Placement: | U.S. Equity |
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Fund: | TD Managed Aggressive Growth ETF Portfolio | Category Placement: | Global Equity Balanced |
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Fund: | TD Managed Balanced Growth ETF Portfolio | Category Placement: | Global Neutral Balanced |
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Fund: | TD Managed Income & Moderate Growth ETF Portfolio | Category Placement: | Global Neutral Balanced |
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Fund: | TD Managed Income ETF Portfolio | Category Placement: | Canadian Fixed Income Balanced |
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Fund: | TD Managed Maximum Equity Growth ETF Portfolio | Category Placement: | Global Equity |
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Fund: | Terra 2016 Short-Term Flow-Through Limited Partnership | Category Placement: | Natural Resources Equity |
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Fund: | Vanguard Short Term Investment Pooled Fund | Category Placement: | Canadian Money Market |
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