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:
2018
Dec
Results of New Fund Reviews – Dec 20, 2018
| Fund: | Barometer Tactical Fixed Income Pool |
| Category Placement: | Global Fixed Income |
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| Fund: | BMO Global Growth TACTIC Class |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | BMO Global Water Solutions TACTIC Class |
| Category Placement: | Global Equity |
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| Fund: | BMO PineBridge Preferred Securities TACTIC Fund |
| Category Placement: | Preferred Share Fixed Income |
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| Fund: | Caldwell U.S. Dividend Advantage Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Cambridge Canadian Long-Term Bond Pool |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | CIBC Smart Balanced Growth Solution |
| Category Placement: | Global Equity Balanced |
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| Fund: | CIBC Smart Balanced Income Solution |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | CIBC Smart Balanced Solution |
| Category Placement: | Global Neutral Balanced |
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| Fund: | CIBC Smart Growth Solution |
| Category Placement: | Global Equity Balanced |
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| Fund: | CIBC Smart Income Solution |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Desjardins fin’l Acadian Glbl Mgd Vol Eq |
| Category Placement: | Global Equity |
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| Fund: | Desjardins fin’l Gateway Active Fxd Inc |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Desjardins fin’l Gateway Active Growth |
| Category Placement: | Global Equity |
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| Fund: | Desjardins fin’l Gateway Indexed Fxd Inc |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Desjardins fin’l Gateway Indexed Growth |
| Category Placement: | Global Equity |
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| Fund: | Galileo Technology and Blockchain LP |
| Category Placement: | Alternative Strategies |
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| Fund: | Global Balanced (CI Investments) |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Global Equity (AGF) |
| Category Placement: | Global Equity |
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| Fund: | Hamilton Capital Australian Financials Yield ETF (HFA) |
| Category Placement: | Financial Services Equity |
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| Fund: | High Yield Fixed Income (TDAM) |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Investors International Small Cap Fund |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Jarislowsky Fraser Em Mkts Eq |
| Category Placement: | Emerging Markets Equity |
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| Fund: | RBC International Small Cap Equity Fund |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | SectorWise Balanced Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | SectorWise Conservative Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | SectorWise Growth Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | Signature Systematic Yield Pool |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | TCI Premia Canadian VQ Eq Prvt Pool |
| Category Placement: | Canadian Equity |
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| Fund: | TCI Premia Preferred Share Prvt Pool |
| Category Placement: | Preferred Share Fixed Income |
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| Fund: | TCI Premia Real Assets Private Pool |
| Category Placement: | Real Estate Equity |
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| Fund: | Universal Life SSQ Emerging Market Equity – MSCI Emerging Markets |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Universal Life SSQ Global Equity – MSCI World Ex Canada |
| Category Placement: | Global Equity |
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| Fund: | Universal Life SSQ Small Cap US Equity – S&P Small cap 600 |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Universal Life SSQ US Equity, technology – MSCI US IM Information technology 25/50 |
| Category Placement: | Sector Equity |
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Nov
Results of New Fund Reviews – Nov 22, 2018
| Fund: | BMO SIA Focused Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | BMO SIA Focused North American Equity Fund |
| Category Placement: | North American Equity |
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| Fund: | Bristol Gate Concentrated Canadian Equity ETF (BGC) |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Bristol Gate Concentrated US Equity ETF (BGU) |
| Category Placement: | U.S. Equity |
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| Fund: | Brookfield Real Assets Hybrid Fund (Canada) LP |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | CI Canadian Equity Private Pool |
| Category Placement: | Canadian Equity |
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| Fund: | CI Canadian Fixed Income Private Pool |
| Category Placement: | Canadian Fixed Income |
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| Fund: | CI Global Asset Allocation Private Pool |
| Category Placement: | Global Neutral Balanced |
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| Fund: | CI Global Balanced Yield Private Pool |
| Category Placement: | Global Neutral Balanced |
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| Fund: | CI Global Concentrated Equity Private Pool |
| Category Placement: | Global Equity |
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| Fund: | CI Global Enhanced Government Bond Private Pool |
| Category Placement: | Global Fixed Income |
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| Fund: | CI Global Equity Alpha Private Pool |
| Category Placement: | Global Equity |
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| Fund: | CI Global Equity Momentum Private Pool |
| Category Placement: | Global Equity |
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| Fund: | CI Global High Yield Credit Private Pool |
| Category Placement: | High Yield Fixed Income |
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| Fund: | CI Global Investment Grade Credit Private Pool |
| Category Placement: | Global Fixed Income |
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| Fund: | CI Global Smaller Companies Private Pool |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | CI Global Unconstrained Bond Private Pool |
| Category Placement: | Global Fixed Income |
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| Fund: | CI International Equity Alpha Private Pool |
| Category Placement: | International Equity |
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| Fund: | CI International Equity Growth Private Pool |
| Category Placement: | International Equity |
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| Fund: | CI International Equity Value Private Pool |
| Category Placement: | International Equity |
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| Fund: | CI North American Small/Mid Cap Equity Private Pool |
| Category Placement: | Canadian Focused Small/Mid Cap Equity |
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| Fund: | CI U.S. Equity Private Pool |
| Category Placement: | U.S. Equity |
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| Fund: | Evolve Active Global Fixed Income ETF (EARN) |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Horizons Global Sustainability Leaders Index ETF (ETHI) |
| Category Placement: | Global Equity |
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| Fund: | Horizons Industry 4.0 Index ETF (FOUR) |
| Category Placement: | Sector Equity |
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| Fund: | iA U.S. Equity Index (BlackRock) |
| Category Placement: | U.S. Equity |
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| Fund: | IG JPMorgan Emerging Markets Fund |
| Category Placement: | Emerging Markets Equity |
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| Fund: | IG Managed Risk Portfolio – Income Focus |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Investors International Small Cap Fund |
| Category Placement: | International Equity |
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| Fund: | London Life Pathways Canadian Concentrated Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | London Life Pathways Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | London Life Pathways Core Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | London Life Pathways Core Plus Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | London Life Pathways Emerging Markets Equity Fund |
| Category Placement: | Emerging Markets Equity |
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| Fund: | London Life Pathways Emerging Markets Large Cap Equity Fund |
| Category Placement: | Emerging Markets Equity |
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| Fund: | London Life Pathways Global Core Plus Bond Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | London Life Pathways Global Multi Sector Bond Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | London Life Pathways Global Tactical Fund |
| Category Placement: | Global Equity |
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| Fund: | London Life Pathways International Concentrated Equity Fund |
| Category Placement: | International Equity |
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| Fund: | London Life Pathways International Equity Fund |
| Category Placement: | International Equity |
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| Fund: | London Life Pathways Money Market Fund |
| Category Placement: | Canadian Money Market |
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| Fund: | London Life Pathways U.S. Concentrated Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | London Life Pathways U.S. Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Manulife Multifactor Emerging Markets Index ETF (MEME.B) |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Matco Balanced Fund |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Matco Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | Matco Small Cap Fund |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | NCM Canadian Enhanced Equity Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Ninepoint Special Situations Fund LP |
| Category Placement: | U.S. Equity |
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| Fund: | Russell Investments Multi-Factor Global Balanced |
| Category Placement: | Global Equity Balanced |
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| Fund: | TD Emerald Global Equity Index Non-Taxable Investor Pooled Fund Trust |
| Category Placement: | Global Equity |
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| Fund: | TD Select Short Term Corporate Bond Ladder ETF (TCSB) |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | TD Select U.S. Short Term Corporate Bond Ladder ETF (TUSB) |
| Category Placement: | Global Corporate Fixed Income |
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Oct
Results of New Fund Reviews – Oct 25, 2018
| Fund: | 1832 AM Investment Grade U.S. Corporate Bond Pool |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | BMO Advantaged Equal Weight Banks TACTIC Fund |
| Category Placement: | Financial Services Equity |
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| Fund: | BMO Advantaged Equal Weight Oil & Gas TACTIC Fund |
| Category Placement: | Energy Equity |
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| Fund: | BMO Advantaged Laddered Preferred Share TACTIC Fund |
| Category Placement: | Preferred Share Fixed Income |
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| Fund: | BMO Advantaged S&P/TSX Capped Composite TACTIC Fund |
| Category Placement: | Canadian Equity |
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| Fund: | BMO Private Market Neutral Global Equity Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Brompton Flaherty & Crumrine Investment Grade Preferred ETF (BPRF) |
| Category Placement: | Preferred Share Fixed Income |
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| Fund: | Brompton Global Dividend Growth ETF (BDIV) |
| Category Placement: | Global Equity |
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| Fund: | Brompton North American Financials Dividend ETF (BFIN) |
| Category Placement: | Financial Services Equity |
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| Fund: | Canada Life Emerging Markets (Putnam) |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Capital Group Capital Income Builder (Canada) |
| Category Placement: | Global Equity Balanced |
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| Fund: | Dynamic Alpha Performance II Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Dynamic Premium Yield PLUS Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | FBC Distributed Ledger Technology Adopters ETF (FBCN) |
| Category Placement: | Global Equity |
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| Fund: | Global Real Estate & E-Commerce Dividend Fund |
| Category Placement: | Real Estate Equity |
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| Fund: | GWL Emerging Markets (Putnam) |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Hamilton Capital Canadian Bank Variable-Weight ETF (HCB) |
| Category Placement: | Financial Services Equity |
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| Fund: | Hudson Total Mandate Portfolio Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | iA Canadian Equity Index |
| Category Placement: | Canadian Equity |
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| Fund: | iA Fidelity Global Concentrated Equity |
| Category Placement: | Global Equity |
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| Fund: | iA Fidelity Global Monthly Income |
| Category Placement: | Global Neutral Balanced |
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| Fund: | iA Global Asset Allocation (iAIM) |
| Category Placement: | Global Neutral Balanced |
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| Fund: | iA Global Asset Allocation Opportunity (iAIM) |
| Category Placement: | Global Equity Balanced |
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| Fund: | iA Global Asset Allocation Security (iAIM) |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | iA International Equity Index (BlackRock) |
| Category Placement: | International Equity |
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| Fund: | iA Thematic Innovation |
| Category Placement: | U.S. Equity |
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| Fund: | Indigoblue Global Balanced Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | Lawrence Park Alternative Investment Grade Credit Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Mackenzie Global Environmental Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | Manulife Global Thematic Opportunities Fund |
| Category Placement: | Global Equity |
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| Fund: | Marret Alternative Absolute Return Bond Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Morrison Laurier Mortgage Corporation |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Munro Alternative Global Growth Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | NCM Balanced Income Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | NCM Conservative Income Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | NCM Growth & Income Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | ONE North American Core Plus Bond ETF (ONEB) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Phillips, Hager & North LifeTime 2055 Fund |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Picton Mahoney Fortified Active Extension Alternative Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Picton Mahoney Fortified Market Neutral Alternative Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Picton Mahoney Fortified Multi-Strategy Alternative Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | PK Core Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | Purpose Global Diversified ETF Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | Purpose Gold Bullion Fund |
| Category Placement: | Commodity |
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| Fund: | Purpose Specialty Lending Trust |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Rockridge Private Debt & Real Estate Pool |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Scotia Aria Equity Build Portfolio |
| Category Placement: | Global Equity |
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| Fund: | Scotia Aria Equity Defend Portfolio |
| Category Placement: | Global Equity |
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| Fund: | Scotia Aria Equity Pay Portfolio |
| Category Placement: | Global Equity |
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| Fund: | Scotia Private Diversified International Equity Pool |
| Category Placement: | International Equity |
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| Fund: | Scotia Private International Growth Equity Pool |
| Category Placement: | International Equity |
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| Fund: | Starlight Global Infrastructure Fund |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | Starlight Global Real Estate Fund |
| Category Placement: | Real Estate Equity |
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| Fund: | Sun Life Tactical Balanced ETF Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Sun Life Tactical Conservative ETF Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Sun Life Tactical Equity ETF Portfolio |
| Category Placement: | Global Equity |
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| Fund: | Sun Life Tactical Fixed Income ETF Portfolio |
| Category Placement: | Global Fixed Income |
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| Fund: | Sun Life Tactical Growth ETF Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | TD Active Preferred Share ETF (TPRF) |
| Category Placement: | Preferred Share Fixed Income |
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| Fund: | TD Active Short Term Corporate Bond Ladder ETF (TCSB) |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | TD U.S. Short Term Corporate Bond Ladder ETF (TUSB) |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | United Canadian Equity Alpha Pool |
| Category Placement: | Canadian Equity |
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| Fund: | United Global Equity Allocation Pool |
| Category Placement: | Global Equity |
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| Fund: | United International Equity Alpha Pool |
| Category Placement: | International Equity |
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| Fund: | United International Equity Value Currency Hedged Pool |
| Category Placement: | International Equity |
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| Fund: | United US Equity Alpha Pool |
| Category Placement: | U.S. Equity |
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| Fund: | United US Equity Value Currency Hedged Pool |
| Category Placement: | U.S. Equity |
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| Fund: | Vault Real Property Secured Debt Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | VCIM Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | VCIM Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | VCIM Global Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | VCIM Income Fund |
| Category Placement: | Canadian Equity Balanced |
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Sep
Results of New Fund Reviews – Sep 26, 2018
| Fund: | Assumption Life SmartSeries 2020 |
| Category Placement: | Short-term Target Date Portfolio |
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| Fund: | Assumption Life SmartSeries 2025 |
| Category Placement: | 2025 Target Date Portfolio |
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| Fund: | Assumption Life SmartSeries 2030 |
| Category Placement: | 2030 Target Date Portfolio |
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| Fund: | Assumption Life SmartSeries 2035 |
| Category Placement: | 2035 Target Date Portfolio |
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| Fund: | Assumption Life SmartSeries 2040 |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Assumption Life SmartSeries 2045 |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Assumption Life SmartSeries 2050 |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Assumption Life SmartSeries 2055 |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Assumption Life SmartSeries Income |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | CIBC Multi-Asset Absolute Return Strategy |
| Category Placement: | Alternative Strategies |
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| Fund: | Coincapital STOXX B.R.AI.N. Index Fund |
| Category Placement: | Sector Equity |
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| Fund: | Coincapital STOXX Blockchain Patents Innovation Index Fund |
| Category Placement: | Sector Equity |
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| Fund: | Desjardins RI Active Canadian Bond – Low CO2 ETF (DRCU) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Desjardins RI Canada – Low CO2 Index ETF (DRMC) |
| Category Placement: | Canadian Equity |
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| Fund: | Desjardins RI Canada Multifactor – Low CO2 ETF (DRFC) |
| Category Placement: | Canadian Equity |
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| Fund: | Desjardins RI Developed ex-USA ex-Canada Multifactor – Low CO2 ETF (DRFD) |
| Category Placement: | International Equity |
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| Fund: | Desjardins RI Emerging Markets Multifactor – Low CO2 ETF (DRFE) |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Desjardins RI Global Multifactor – Fossil Fuel Reserves Free ETF (DRFG) |
| Category Placement: | Global Equity |
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| Fund: | Desjardins RI USA – Low CO2 Index ETF (DRMU) |
| Category Placement: | U.S. Equity |
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| Fund: | Desjardins RI USA Multifactor – Low CO2 ETF (DRFU) |
| Category Placement: | U.S. Equity |
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| Fund: | Desjardins SocieTerra Emerging Markets Equity Fund |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Desjardins SocieTerra International Equity Fund |
| Category Placement: | International Equity |
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| Fund: | Desjardins SocieTerra Positive Change Fund |
| Category Placement: | International Equity |
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| Fund: | DFA Global Fixed Income Portfolio |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | DFS BlackRock MSCI Emerging Markets Index |
| Category Placement: | Emerging Markets Equity |
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| Fund: | DFS Vanguard Global Fixed Income Index |
| Category Placement: | Global Fixed Income |
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| Fund: | DGIA Canadian Long Term Fixed Income |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | eQuaTe Asset Management MVP Fund |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | Fidelity Canadian High Dividend Index ETF (FCCD) |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Fidelity Canadian High Dividend Index ETF Fund |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Fidelity International High Dividend Index ETF (FCID) |
| Category Placement: | International Equity |
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| Fund: | Fidelity International High Dividend Index ETF Fund |
| Category Placement: | International Equity |
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| Fund: | Fidelity Tactical Global Dividend ETF Fund |
| Category Placement: | Global Equity |
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| Fund: | Fidelity U.S. Dividend for Rising Rates Currency Neutral Index ETF (FCRH) |
| Category Placement: | U.S. Equity |
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| Fund: | Fidelity U.S. Dividend for Rising Rates Currency Neutral Index ETF Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Fidelity U.S. Dividend for Rising Rates Index ETF (FCRR) |
| Category Placement: | U.S. Equity |
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| Fund: | Fidelity U.S. Dividend for Rising Rates Index ETF Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Fidelity U.S. High Dividend Currency Neutral Index ETF (FCUH) |
| Category Placement: | U.S. Equity |
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| Fund: | Fidelity U.S. High Dividend Currency Neutral Index ETF Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Fidelity U.S. High Dividend Index ETF (FCUD) |
| Category Placement: | U.S. Equity |
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| Fund: | Fidelity U.S. High Dividend Index ETF Fund |
| Category Placement: | U.S. Equity |
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| Fund: | iA Mortgage Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
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|
| Fund: | iA Real Estate Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | Invesco S&P Europe 350 Equal Weight Index ETF (EQE) |
| Category Placement: | European Equity |
|
|
|
| Fund: | IPC Balanced Essentials Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | IPC Growth Essentials Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | IPC Income Essentials Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | LON American Equity (Beutel Goodman) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | LON Emerging Markets (Putnam) |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | LON Global Equity (Setanta) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Marret Tactical Destressed Debt |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Ninepoint 2018-II Flow-Through LP |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | RBC Target 2024 Corporate Bond Index ETF (RQL) |
| Category Placement: | Canadian Corporate Fixed Income |
|
|
|
| Fund: | RBC Target 2025 Corporate Bond Index ETF (RQN) |
| Category Placement: | Canadian Corporate Fixed Income |
|
|
|
| Fund: | Slate Securities Real Estate Performance Trust |
| Category Placement: | Real Estate Equity |
|
|
|
| Fund: | TD Emerald Enhanced RRB Overlay Portfolio |
| Category Placement: | Canadian Inflation Protected Fixed Income |
|
|
|
Aug
Results of New Fund Reviews – Aug 23, 2018
| Fund: | AlphaDelta Canadian Growth of Dividend Income Class |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | BlueBay Emerging Markets Bond Fund (Canada) |
| Category Placement: | Emerging Markets Fixed Income |
|
|
|
| Fund: | BlueBay Emerging Markets Local Currency Bond Fund (Canada) |
| Category Placement: | Emerging Markets Fixed Income |
|
|
|
| Fund: | EHP Advantage Alternative Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | EHP Advantage International Alternative Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | EHP Global Arbitrage Alternative Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | EHP Guardian Alternative Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | EHP Guardian International Alternative Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | EHP Select Alternative Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Guardian Investment Grade Corporate Bond Fund |
| Category Placement: | Canadian Corporate Fixed Income |
|
|
|
| Fund: | Guardian U.S. Equity All Cap Growth Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Lynwood Opportunities Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Ninepoint Core Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | PH&N High Yield Mortgage Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Purpose Floating Rate Income Fund |
| Category Placement: | Floating Rate Loan |
|
|
|
| Fund: | Quadrus Global All Cap Equity Fund (Setanta) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Quadrus Global Dividend Equity Fund (Setanta) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | RBC Conservative Bond Pool |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | RBC Core Bond Pool |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | RBC Core Plus Bond Pool |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | RBC QUBE 120/20 Canadian Equity Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | TD Global Equity Focused Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY) |
| Category Placement: | International Equity |
|
|
|
| Fund: | WisdomTree ICBCCS S&P China 500 Index ETF (CHNA) |
| Category Placement: | Greater China Equity |
|
|
|
| Fund: | WisdomTree Japan Equity Index ETF (JAPN) |
| Category Placement: | Geographic Equity |
|
|
|
Jul
Results of New Fund Reviews – July 26, 2018
| Fund: | CC&L Global Alpha Segregated Fund |
| Category Placement: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | Desjardins Global Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Fiera ASFI – Relative Value Long Term Universe |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Fiera Global Private Equity |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Fiera Marketplace Lending |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | First Asset Enhanced Government Bond ETF (FGO) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Greystone China Income & Growth |
| Category Placement: | Greater China Equity |
|
|
|
| Fund: | Greystone Infrastructure Global Master LP |
| Category Placement: | Miscellaneous – Income & Real Property |
|
|
|
| Fund: | Horizons Active Emerging Markets Bond ETF (HEMB) |
| Category Placement: | Emerging Markets Fixed Income |
|
|
|
| Fund: | Horizons Balanced TRI ETF Portfolio (HBAL) |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Horizons Conservative TRI ETF Portfolio (HCON) |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Investors Cornerstone Portfolio |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | NBI Canadian Bond Index Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Purpose Managed Duration Investment Grade Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Ravenstone Equity Trust |
| Category Placement: | North American Equity |
|
|
|
| Fund: | Romspen Mortgage Investment Fund |
| Category Placement: | Miscellaneous – Income & Real Property |
|
|
|
| Fund: | Russell Investments Multi-Factor Canadian Equity Pool |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Sun Life JPMorgan International Equity Fund |
| Category Placement: | International Equity |
|
|
|
Jun
Results of New Fund Reviews – June 28, 2018
| Fund: | AGFiQ Enhanced Core Global Multi-Sector Bond ETF (QGB) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | AGFiQ Enhanced Global ESG Factors ETF (QEF) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | AGFiQ Enhanced Global Infrastructure ETF (QIF) |
| Category Placement: | Global Infrastructure Equity |
|
|
|
| Fund: | Blockchain Technologies ETF (HBLK) |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | BMO Corporate Bond Index ETF (ZCB) |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | BMO Europe High Dividend Covered Call ETF (ZWP) |
| Category Placement: | European Equity |
|
|
|
| Fund: | BMO Global Communications Index ETF (COM) |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | BMO Government Bond Index ETF (ZGB) |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | BMO Short-Term Bond Index ETF (ZSB) |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | BMO US High Dividend Covered Call Hedged to CAD ETF (ZWS) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Educators Monitored Aggressive Portfolio |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Educators Monitored Balanced Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Educators Monitored Conservative Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Educators Monitored Growth Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Evolve Marijuana ETF (SEED) |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | First Avenue Dividend Growth Fund |
| Category Placement: | North American Equity |
|
|
|
| Fund: | Harvest Global Resource Leaders ETF (HRES) |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | Harvest US Bank Leaders Income ETF (HUBL) |
| Category Placement: | Financial Services Equity |
|
|
|
| Fund: | Horizons Emerging Marijuana Growers Index ETF (HMJR) |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | Mackenzie Balanced ETF Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Mackenzie Conservative ETF Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Mackenzie Conservative Income ETF Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Mackenzie Growth ETF Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Mackenzie Moderate Growth ETF Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Marijuana Opportunities Fund |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | Ninepoint 2018 Flow-Through Limited Partnership |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | PH&N Municipal Plus Bond |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | PH&N Synthetic Floating Rate |
| Category Placement: | Floating Rate Loan |
|
|
|
| Fund: | PowerShares 1-5 Year Laddered All Government Bond Index ETF (PGB) |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Redwood Energy Credit Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Sprott Concentrated Canadian Equity Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Sprott International Small Cap Fund |
| Category Placement: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | TD Emerald Canadian Bond Pooled Fund Trust |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | TD Emerald Global Equity Index Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | TD Emerald Hedged U.S. Equity Pooled Fund Trust II |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | WindWise Canadian Managed Volatility |
| Category Placement: | Canadian Equity |
|
|
|
May
Results of New Fund Reviews – May 24, 2018
| Fund: | DFS DGIA Long Term Enhanced Bond |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | DFS GIF – Maximum Growth – Desjardins SocieTerra |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Empire Life Emblem Global Aggressive Growth Portfolio GIF |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Empire Life Emblem Global Balanced Portfolio GIF |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Empire Life Emblem Global Conservative Portfolio GIF |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Empire Life Emblem Global Moderate Growth Portfolio GIF |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Empire Life Global Asset Allocation GIF |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Empire Life Global Smaller Companies GIF |
| Category Placement: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | Empire Life Strategic Corporate Bond GIF |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Evolve Innovation Index ETF (EDGE) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Fidelity ClearPath 2060 Portfolio |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | First Trust International Capital Strength ETF (FINT) |
| Category Placement: | International Equity |
|
|
|
| Fund: | Franklin Liberty Global Aggregate Bond ETF (CAD-Hedged) (FLGA) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Franklin Liberty Senior Loan ETF (CAD-Hedged) (FLSL) |
| Category Placement: | Floating Rate Loan |
|
|
|
| Fund: | Franklin Liberty U.S. Investment Grade Corporate ETF (CAD-Hedged) (FLUI) |
| Category Placement: | Global Corporate Fixed Income |
|
|
|
| Fund: | Invesco S&P 500 Equal Weight Index ETF (CAD) (EQL) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | J. Zechner Associates Canadian Union Partnership Fund |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | J. Zechner Associates Fixed Income Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | J. Zechner Associates Pooled Balanced Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | J. Zechner Associates Preferred Share Pooled Fund |
| Category Placement: | Preferred Share Fixed Income |
|
|
|
| Fund: | J. Zechner Associates Special Equity Fund |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | Leith Wheeler Emerging Markets Equity Fund |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Leith Wheeler Preferred Share Fund |
| Category Placement: | Preferred Share Fixed Income |
|
|
|
| Fund: | Leith Wheeler Short Term Income Fund |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Mackenzie Multi-Strategy Absolute Return Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Manulife BlackRock Listed Real Assets Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | MD Platinum Global Private Equity Pool |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Morgan Meighen Special Situations Pooled Fund |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | Radin Global Opportunities Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | RBC International Equity (CAD Hedged) Index ETF (RINH) |
| Category Placement: | International Equity |
|
|
|
| Fund: | RBC U.S. Banks Yield (CAD Hedged) Index ETF (RUBH) |
| Category Placement: | Financial Services Equity |
|
|
|
| Fund: | RBC U.S. Banks Yield Index ETF (RUBY) |
| Category Placement: | Financial Services Equity |
|
|
|
| Fund: | RBC U.S. Equity (CAD Hedged) Index ETF (RUSH) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Vanguard Global Balanced Fund |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Vanguard Global Dividend Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Vanguard International Growth Fund |
| Category Placement: | International Equity |
|
|
|
| Fund: | Vanguard Windsor U.S. Value Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Veritas Canadian Equity Fund |
| Category Placement: | Canadian Equity |
|
|
|
Apr
Results of New Fund Reviews – Apr 26, 2018
| Fund: | BMO Concentrated Global Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | BMO Covered Call Canada High Dividend ETF Fund |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | BMO Crossover Bond Fund |
| Category Placement: | Global Corporate Fixed Income |
|
|
|
| Fund: | BMO Global Multi-Sector Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | BMO Multi-Factor Equity Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | BMO U.S. Small Cap Fund |
| Category Placement: | U.S. Small/Mid Cap Equity |
|
|
|
| Fund: | Bristol Gate Canadian Equity |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | East Coast Strategic Credit Trust |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Evolve Active Core Fixed Income ETF (FIXD) |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Fidelity Founders Class |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Fidelity Founders Currency Neutral Class |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Global Healthcare Income & Growth ETF (HIG) |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | HSBC Wealth Compass Aggressive Growth Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | HSBC Wealth Compass Balanced Fund |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | HSBC Wealth Compass Conservative Fund |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | HSBC Wealth Compass Growth Fund |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | HSBC Wealth Compass Moderate Conservative Fund |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | ONE Global Equity ETF (ONEQ) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Pacifica Partners Tactical Balanced Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Russell Investments Multi-Factor US Equity Pool |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Tech Leaders Income ETF (TLF) |
| Category Placement: | Sector Equity |
|
|
|
Mar
Results of New Fund Reviews – Mar 22, 2018
| Fund: | Aventine Stable Income Fund |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | CI Cambridge Global Smaller Companies |
| Category Placement: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | DFS CC&L Canadian Equity Growth |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | DFS Desjardins Global Bond (Lombard Odier) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | DFS Global Alpha Global Small Cap Equity |
| Category Placement: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | DFS Letko Brosseau Canadian Equity |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | DFS Letko Brosseau Emerging Markets Equity |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Dynamic iShares Active Investment Grade Floating Rate ETF (DXV) |
| Category Placement: | Canadian Corporate Fixed Income |
|
|
|
| Fund: | Evolve Blockchain ETF (LINK) |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | First Trust Indxx Innovative Transaction and Process ETF (BLCK) |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | Formula Growth Global Opportunities Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Harvest European Leaders Income ETF (HEUR) |
| Category Placement: | European Equity |
|
|
|
| Fund: | Horizons Blockchain and Cryptocurrency Technologies ETF (BKCH) |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | Manulife Money Market Fund |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | PH&N Enhanced Prism Long Fund |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | PH&N PRisM Balanced |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | PH&N PRisM Long |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | PH&N PRisM Mid |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | PH&N PRisM Short |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Portland Global Sustainable Evergreen LP |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | RBC Vision Women’s Leadership MSCI Canada Index ETF (RLDR) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Thornmark Alpha Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Thornmark Dividend & Income Fund |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Thornmark Enhanced Equity Fund |
| Category Placement: | North American Equity |
|
|
|
Feb
Results of New Fund Reviews – Feb 22, 2018
| Fund: | AGFiQ Enhanced Core Global Multi-Sector Bond ETF (QGB) |
| Category Placement: | Global Fixed Income |
| Fund: | AGFiQ Enhanced Global ESG Factors ETF (QEF) |
| Category Placement: | Global Equity |
| Fund: | AGFiQ Enhanced Global Infrastructure ETF (QIF) |
| Category Placement: | Global Infrastructure Equity |
| Fund: | Blockchain Technologies ETF (HBLK) |
| Category Placement: | Sector Equity |
| Fund: | BMO Corporate Bond Index ETF (ZCB) |
| Category Placement: | Canadian Fixed Income |
| Fund: | BMO Europe High Dividend Covered Call ETF (ZWP) |
| Category Placement: | European Equity |
| Fund: | BMO Global Communications Index ETF (COM) |
| Category Placement: | Sector Equity |
| Fund: | BMO Government Bond Index ETF (ZGB) |
| Category Placement: | Canadian Fixed Income |
| Fund: | BMO Short-Term Bond Index ETF (ZSB) |
| Category Placement: | Canadian Short Term Fixed Income |
| Fund: | BMO US High Dividend Covered Call Hedged to CAD ETF (ZWS) |
| Category Placement: | U.S. Equity |
| Fund: | Educators Monitored Aggressive Portfolio |
| Category Placement: | Global Equity |
| Fund: | Educators Monitored Balanced Portfolio |
| Category Placement: | Global Neutral Balanced |
| Fund: | Educators Monitored Conservative Portfolio |
| Category Placement: | Global Fixed Income Balanced |
| Fund: | Educators Monitored Growth Portfolio |
| Category Placement: | Global Equity Balanced |
| Fund: | Evolve Marijuana ETF (SEED) |
| Category Placement: | Sector Equity |
| Fund: | First Avenue Dividend Growth Fund |
| Category Placement: | North American Equity |
| Fund: | Harvest Global Resource Leaders ETF (HRES) |
| Category Placement: | Natural Resources Equity |
| Fund: | Harvest US Bank Leaders Income ETF (HUBL) |
| Category Placement: | Financial Services Equity |
| Fund: | Horizons Emerging Marijuana Growers Index ETF (HMJR) |
| Category Placement: | Sector Equity |
| Fund: | Mackenzie Balanced ETF Portfolio |
| Category Placement: | Global Neutral Balanced |
| Fund: | Mackenzie Conservative ETF Portfolio |
| Category Placement: | Global Fixed Income Balanced |
| Fund: | Mackenzie Conservative Income ETF Portfolio |
| Category Placement: | Global Fixed Income Balanced |
| Fund: | Mackenzie Growth ETF Portfolio |
| Category Placement: | Global Equity Balanced |
| Fund: | Mackenzie Moderate Growth ETF Portfolio |
| Category Placement: | Global Neutral Balanced |
| Fund: | Marijuana Opportunities Fund |
| Category Placement: | Sector Equity |
| Fund: | Ninepoint 2018 Flow-Through Limited Partnership |
| Category Placement: | Natural Resources Equity |
| Fund: | PH&N Municipal Plus Bond |
| Category Placement: | Canadian Fixed Income |
| Fund: | PH&N Synthetic Floating Rate |
| Category Placement: | Floating Rate Loan |
| Fund: | PowerShares 1-5 Year Laddered All Government Bond Index ETF (PGB) |
| Category Placement: | Canadian Short Term Fixed Income |
| Fund: | Redwood Energy Credit Fund |
| Category Placement: | High Yield Fixed Income |
| Fund: | Sprott Concentrated Canadian Equity Fund |
| Category Placement: | Canadian Equity |
| Fund: | Sprott International Small Cap Fund |
| Category Placement: | Global Small/Mid Cap Equity |
| Fund: | TD Emerald Canadian Bond Pooled Fund Trust |
| Category Placement: | Canadian Fixed Income |
| Fund: | TD Emerald Global Equity Index Fund |
| Category Placement: | Global Equity |
| Fund: | TD Emerald Hedged U.S. Equity Pooled Fund Trust II |
| Category Placement: | U.S. Equity |
| Fund: | WindWise Canadian Managed Volatility |
| Category Placement: | Canadian Equity |
Jan
Results of New Fund Reviews – Jan 24, 2018
| Fund: | Alignvest Top 20 Fund | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Canadian Focused Small/Mid Cap Equity | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Fund: | Barreau du Quebec Money Market Fund | Category Placement: | Canadian Money Market |
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Fund: | BMO Asset Management Market Neutral Global Equity | Category Placement: | Alternative Strategies |
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Fund: | BMO Canadian Top 15 Small Cap TACTIC Fund | Category Placement: | Canadian Small/Mid Cap Equity |
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Fund: | BMO FinTech Sector TACTIC Fund | Category Placement: | Financial Services Equity |
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Fund: | BMO U.S. Top 15 Small Cap TACTIC Fund | Category Placement: | U.S. Small/Mid Cap Equity |
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Fund: | CWB Onyx Balanced Solution A | Category Placement: | Global Neutral Balanced |
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Fund: | CWB Onyx Canadian Equity A | Category Placement: | Canadian Equity |
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Fund: | CWB Onyx Conservative Solution A | Category Placement: | Global Fixed Income Balanced |
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Fund: | CWB Onyx Diversified Income A | Category Placement: | Canadian Fixed Income |
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Fund: | CWB Onyx Global Equity A | Category Placement: | Global Equity |
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Fund: | CWB Onyx Growth Solution A | Category Placement: | Global Equity Balanced |
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Fund: | Fidelity Investment Grade Total Bond Currency Neutral Fund | Category Placement: | Global Fixed Income |
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Fund: | Fidelity Investment Grade Total Bond Fund | Category Placement: | Global Fixed Income |
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Fund: | Franklin Bissett Canadian Bond Fund | Category Placement: | Canadian Fixed Income |
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Fund: | Franklin Liberty Core Balanced ETF (FLBA) | Category Placement: | Global Neutral Balanced |
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Fund: | Franklin LibertyQT Emerging Markets Index ETF (FLEM) | Category Placement: | Emerging Markets Equity |
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Fund: | Franklin LibertyQT Global Dividend Index ETF (FLGD) | Category Placement: | Global Equity |
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Fund: | GC One Equity Portfolio | Category Placement: | Global Equity |
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Fund: | GC One Fixed Income Portfolio | Category Placement: | Canadian Fixed Income |
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Fund: | Gryphon Total Equity Fund | Category Placement: | Global Equity |
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Fund: | Mackenzie Canadian Aggregate Bond Index ETF (QBB) | Category Placement: | Canadian Fixed Income |
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Fund: | Mackenzie Canadian All Corporate Bond Index ETF (QCB) | Category Placement: | Canadian Fixed Income |
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Fund: | Mackenzie Canadian Equity Index ETF (QCN) | Category Placement: | Canadian Equity |
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Fund: | Mackenzie Canadian Large Cap Equity Index ETF (QCE) | Category Placement: | Canadian Equity |
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Fund: | Mackenzie Canadian Short-Term Bond Index ETF (QSB) | Category Placement: | Canadian Short Term Fixed Income |
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Fund: | Mackenzie China A-Shares CSI 300 Index ETF (QCH) | Category Placement: | Greater China Equity |
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Fund: | Mackenzie International Equity Index ETF (QDX) | Category Placement: | International Equity |
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Fund: | Mackenzie US High Yield Bond Index ETF (CAD-Hedged) (QHY) | Category Placement: | High Yield Fixed Income |
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Fund: | Mackenzie US Investment Grade Corporate Bond Index ETF (CAD-Hedged) (YIG) | Category Placement: | Global Fixed Income |
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Fund: | Mackenzie US Large Cap Equity Index ETF (QUU) | Category Placement: | U.S. Equity |
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Fund: | Mackenzie US TIPS Index ETF (CAD-Hedged) (QTIP) | Category Placement: | Global Fixed Income |
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Fund: | Portland Special Opportunities Fund | Category Placement: | Alternative Strategies |
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Fund: | Purpose Enhanced Dividend Fund | Category Placement: | North American Equity |
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Fund: | RBC $U.S. Short-Term Corporate Bond Fund | Category Placement: | Global Fixed Income |
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Fund: | RBC $U.S. Strategic Income Bond Fund | Category Placement: | High Yield Fixed Income |
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Fund: | RBC Global Bond & Currency Fund | Category Placement: | Global Fixed Income |
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Fund: | RBC O’Shaughnessy U.S. Value Fund (Unhedged) | Category Placement: | U.S. Equity |
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Fund: | Redwood Behavioural Opportunities Fund | Category Placement: | North American Equity |
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Fund: | Rivemont MicroCap Fund | Category Placement: | Global Small/Mid Cap Equity |
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Fund: | Ross Smith Enhanced Index Fund | Category Placement: | Alternative Strategies |
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Fund: | Scotia Private Global High Yield Pool | Category Placement: | High Yield Fixed Income |
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Fund: | Scotia Private Global Infrastructure Pool | Category Placement: | Global Infrastructure Equity |
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Fund: | Sprott Physical Gold and Silver Trust USD | Category Placement: | Commodity |
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Fund: | Sprucegrove All Cntry Wld Pld Pnsn | Category Placement: | Global Equity |
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Fund: | TD Emerald Long-Short Global Equity Portfolio | Category Placement: | Alternative Strategies |
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Fund: | TD Emerald Private/Public Debt Portfolio | Category Placement: | Alternative Strategies |
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Fund: | Terra 2017 Short-Term Flow-Through LP | Category Placement: | Natural Resources Equity |
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