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:
2019
Dec
Results of New Fund Reviews – Dec 19, 2019
Fund: | BMO Balanced ESG ETF (ZESG) |
Category Placement: | Global Neutral Balanced |
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Fund: | BMO BBB Corporate Bond Index ETF (ZBBB) |
Category Placement: | Canadian Corporate Fixed Income |
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Fund: | BMO Canadian MBS Index ETF (ZMBS) |
Category Placement: | Canadian Short Term Fixed Income |
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Fund: | BMO ESG Corporate Bond Index ETF (ESGB) |
Category Placement: | Canadian Corporate Fixed Income |
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Fund: | BMO ESG US Corporate Bond Hedged to CAD Index ETF (ESGF) |
Category Placement: | Global Corporate Fixed Income |
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Fund: | BMO Global High Dividend Covered Call ETF (ZWG) |
Category Placement: | Global Equity |
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Fund: | BMO High Quality Corporate Bond Index ETF (ZQB) |
Category Placement: | Canadian Corporate Fixed Income |
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Fund: | BMO Long-Term US Treasury Bond Index ETF (ZTL.F) |
Category Placement: | Global Fixed Income |
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Fund: | BMO MSCI Canada ESG Leaders Index ETF (ESGA) |
Category Placement: | Canadian Equity |
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Fund: | BMO MSCI EAFE ESG Leaders Index ETF (ESGE) |
Category Placement: | International Equity |
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Fund: | BMO MSCI Global ESG Leaders Index ETF (ESGG) |
Category Placement: | Global Equity |
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Fund: | BMO MSCI USA ESG Leaders Index ETF (ESGY) |
Category Placement: | U.S. Equity |
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Fund: | BMO Premium Yield ETF (ZPAY) |
Category Placement: | U.S. Equity |
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Fund: | BMO S&P US Mid Cap Index ETF (ZMID) |
Category Placement: | U.S. Small/Mid Cap Equity |
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Fund: | BMO S&P US Small Cap Index ETF (ZSML) |
Category Placement: | U.S. Small/Mid Cap Equity |
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Fund: | Capstone Private High Income Pool Class F |
Category Placement: | Alternative Other |
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Fund: | CI Lawrence Park Alternative Investment Grade Credit ETF – Common Units |
Category Placement: | Alternative Credit Focused |
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Fund: | CI Marret Alternative Absolute Return Bond ETF – Common Units |
Category Placement: | Alternative Credit Focused |
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Fund: | CI Munro Alternative Global Growth ETF – Common Units |
Category Placement: | Alternative Equity Focused |
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Fund: | IA Group Supp Bond SRI |
Category Placement: | Canadian Fixed Income |
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Fund: | IA Group Supp Canadian Equity SRI (Meritas) |
Category Placement: | Canadian Equity |
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Fund: | IA Group Supp Global Equity SRI (Inhance) |
Category Placement: | Global Equity |
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Fund: | iA LifePath 2060 Index (BlackRock) |
Category Placement: | 2035+ Target Date Portfolio |
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Fund: | La Capitale Aggressive Profile (Dynamic) |
Category Placement: | Global Equity |
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Fund: | La Capitale Balanced Profile (Dynamic) |
Category Placement: | Global Neutral Balanced |
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Fund: | La Capitale Conservative Profile (Dynamic) |
Category Placement: | Canadian Fixed Income Balanced |
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Fund: | La Capitale Global Sustainbale Growth Equity (AGF) |
Category Placement: | Global Equity |
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Fund: | La Capitale Growth Profile (Dynamic) |
Category Placement: | Global Equity Balanced |
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Fund: | La Capitale International Equity (Fiera Capital) |
Category Placement: | International Equity |
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Fund: | La Capitale Moderate Profile (Dynamic) |
Category Placement: | Global Fixed Income Balanced |
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Fund: | Provisus EM Equity Corporate Class O |
Category Placement: | Emerging Markets Equity |
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Fund: | Provisus Global REIT Corporate Class O |
Category Placement: | Real Estate Equity |
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Fund: | Provisus High Yield FI Corporate Class O |
Category Placement: | High Yield Fixed Income |
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Fund: | TriDelta Growth Equity Fund Class F |
Category Placement: | Global Equity |
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Fund: | TriDelta Pension Equity Fund Class F |
Category Placement: | Global Equity |
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Nov
Results of New Fund Reviews – Nov 28, 2019
Fund: | CAN American Equity (Beutel Goodman) 75/75 |
Category Placement: | U.S. Equity |
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Fund: | CAN Balanced (Beutel Goodman) 75/75 |
Category Placement: | Canadian Equity Balanced |
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Fund: | CAN Canadian Dividend (Mackenzie) 75/75 |
Category Placement: | Canadian Dividend & Income Equity |
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Fund: | CAN Canadian Equity (Beutel Goodman) 75/75 |
Category Placement: | Canadian Focused Equity |
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Fund: | CAN Canadian Low Volatility (London Capital) 75/75 |
Category Placement: | Canadian Equity |
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Fund: | CAN Diversified (GLC) 75/75 |
Category Placement: | Canadian Neutral Balanced |
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Fund: | CAN Diversified Fixed Income (PSG) 75/75 |
Category Placement: | Canadian Fixed Income |
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Fund: | CAN Equity/Bond (GLC) 75/75 |
Category Placement: | Canadian Equity Balanced |
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Fund: | CAN Global Low Volatility (ILIM) 75/75 |
Category Placement: | Global Equity |
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Fund: | CAN International Equity (JP Morgan) 75/75 |
Category Placement: | International Equity |
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Fund: | CAN International Opportunity (JP Morgan) 75/75 |
Category Placement: | International Equity |
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Fund: | CAN Ivy Canadian Balanced (Mackenzie) 75/75 |
Category Placement: | Canadian Equity Balanced |
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Fund: | CAN Ivy Foreign Equity (Mackenzie) 75/75 |
Category Placement: | Global Equity |
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Fund: | CAN Science & Technology (London Capital) 75/75 |
Category Placement: | Sector Equity |
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Fund: | CAN Tactical Bond (Portico) 75/75 |
Category Placement: | Global Fixed Income |
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Fund: | CAN U.S. Equity (London Capital) 75/75 |
Category Placement: | U.S. Equity |
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Fund: | CAN U.S. Mid Cap Equity (London Capital) 75/75 |
Category Placement: | U.S. Small/Mid Cap Equity |
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Fund: | Corton Global Timber Fund Class A |
Category Placement: | Sector Equity |
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Fund: | Corton Global Timber Fund LP Class A |
Category Placement: | Sector Equity |
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Fund: | Desjardins fin’l Mawer Global Equity |
Category Placement: | Global Equity |
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Fund: | Desjardins fin’l PIMCO Monthly Income |
Category Placement: | Global Fixed Income |
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Fund: | DFA World Equity Portfolio Class A |
Category Placement: | Global Equity |
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Fund: | Empire Life Global Dividend Growth GIF 75/75 Class K |
Category Placement: | Global Equity |
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Fund: | Empire Life Multi-Strategy Canadian Equity GIF 75/75 Class K |
Category Placement: | Canadian Equity |
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Fund: | Empire Life Multi-Strategy Global Balanced Portfolio GIF 75/75 Class K |
Category Placement: | Global Neutral Balanced |
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Fund: | Empire Life Multi-Strategy Global Conservative Portfolio GIF 75/75 Class K |
Category Placement: | Global Fixed Income Balanced |
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Fund: | Empire Life Multi-Strategy Global Equity GIF 75/75 Class K |
Category Placement: | Global Equity |
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Fund: | Empire Life Multi-Strategy Global Moderate Growth Portfolio GIF 75/75 Class K |
Category Placement: | Global Equity Balanced |
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Fund: | Empire Life Multi-Strategy U.S. Equity GIF 75/75 Class K |
Category Placement: | U.S. Equity |
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Fund: | Empire Life Short Term High Income GIF 75/75 Class K |
Category Placement: | High Yield Fixed Income |
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Fund: | Eterna Canadian Equity Fund |
Category Placement: | Canadian Equity |
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Fund: | Eterna Income Fund |
Category Placement: | Canadian Equity Balanced |
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Fund: | Eterna Quebec Equity Fund |
Category Placement: | Canadian Equity |
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Fund: | Evolve High Interest Savings Account ETF – Units () |
Category Placement: | Canadian Money Market |
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Fund: | Fidelity Canadian Fundamental Equity Multi-Asset Base Fund Series O |
Category Placement: | Canadian Focused Equity |
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Fund: | Franklin Templeton Canadian Core Equity Fund |
Category Placement: | Canadian Equity |
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Fund: | GreensKeeper Value Fund Class F |
Category Placement: | Global Equity |
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Fund: | iA American (Dynamic) SRP 75/75 & My Education+ |
Category Placement: | U.S. Equity |
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Fund: | iA APEX Bond |
Category Placement: | Canadian Fixed Income |
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Fund: | iA APEX Canadian Equity Growth |
Category Placement: | Canadian Equity |
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Fund: | iA APEX Canadian Equity Value |
Category Placement: | Canadian Focused Equity |
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Fund: | iA APEX Diversified |
Category Placement: | Canadian Neutral Balanced |
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Fund: | iA APEX Money Market |
Category Placement: | Canadian Money Market |
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Fund: | iA Canadian Equity Growth SRP 75/75 & My Education+ |
Category Placement: | Canadian Equity |
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Fund: | IA Clarington Loomis Global Equity Opportunities Fund Series A |
Category Placement: | Global Equity |
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Fund: | iA Emerging Markets (Jarislowsky Fraser) SRP 75/75 & My Education+ |
Category Placement: | Emerging Markets Equity |
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Fund: | iA Fidelity American High Yield Currency Neutral SRP 75/75 F-Class |
Category Placement: | High Yield Fixed Income |
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Fund: | iA Fidelity Canadian Opportunities SRP 75/75 F-Class |
Category Placement: | Canadian Equity |
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Fund: | iA Fidelity Insights SRP 75/75 & My Education+ |
Category Placement: | U.S. Equity |
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Fund: | iA Floating Rate Income SRP 75/75 & My Education+ |
Category Placement: | Floating Rate Loan |
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Fund: | iA Global Equity (QV) Ecoflex |
Category Placement: | Global Equity |
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Fund: | iA Global Infrastructure (Dynamic) SRP 75/75 & My Education+ |
Category Placement: | Global Infrastructure Equity |
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Fund: | iA U.S. DAQ Index SRP 75/75 F-Class |
Category Placement: | U.S. Equity |
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Fund: | IPC Multi-Factor Canadian Equity Series P |
Category Placement: | Canadian Equity |
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Fund: | IPC Multi-Factor International Equity Series P |
Category Placement: | International Equity |
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Fund: | IPC Multi-Factor U.S. Equity Series P |
Category Placement: | U.S. Equity |
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Fund: | Laurus Global Small Cap Fund |
Category Placement: | Global Small/Mid Cap Equity |
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Fund: | Leith Wheeler Balanced Fund Series A |
Category Placement: | Canadian Equity Balanced |
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Fund: | Level 3 Total Return Opportunities Fund Class B – Lead |
Category Placement: | Tactical Balanced |
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Fund: | Mackenzie Emerging Markets Local Currency Bond Index ETF (QEBL) |
Category Placement: | Emerging Markets Fixed Income |
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Fund: | Mulvihill Premium Yield Fund Class F |
Category Placement: | North American Equity |
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Fund: | PH&N U.S. Investment Grade Corporate Bond Trust (CAD Hedged) |
Category Placement: | Alternative Credit Focused |
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Fund: | Philanthropic Social Impact Fund Series A1 |
Category Placement: | Alternative Equity Focused |
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Fund: | RBC Canadian Core Real Estate Fund Series F |
Category Placement: | Miscellaneous – Income and Real Property |
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Fund: | Scotia Private High Yield Bond Pool Series I |
Category Placement: | High Yield Fixed Income |
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Fund: | Scotia Private World Infrastructure Pool Series I |
Category Placement: | Global Infrastructure Equity |
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Fund: | TD Active Global Income ETF (TGFI) |
Category Placement: | High Yield Fixed Income |
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Fund: | TD Active Global Real Estate Equity ETF (TGRE) |
Category Placement: | Real Estate Equity |
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Fund: | TD Active U.S. High Yield Bond ETF (TUHY) |
Category Placement: | High Yield Fixed Income |
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Fund: | TD Canadian Long Term Federal Bond ETF (TCLB) |
Category Placement: | Canadian Long Term Fixed Income |
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Fund: | TD Income Builder ETF (TPAY) |
Category Placement: | Global Fixed Income |
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Fund: | TD Q Canadian Dividend ETF (TQCD) |
Category Placement: | Canadian Dividend & Income Equity |
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Fund: | TD Q Global Dividend ETF (TQGD) |
Category Placement: | Global Equity |
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Fund: | TD Q Global Multifactor ETF (TQGM) |
Category Placement: | Global Equity |
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Fund: | TD Q U.S. Small-Mid-Cap Equity ETF (TQSM) |
Category Placement: | U.S. Small/Mid Cap Equity |
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Fund: | TD U.S. Long Term Treasury Bond ETF (TULB) |
Category Placement: | Global Fixed Income |
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Fund: | Viewpoint Global Risk Parity LP Class A |
Category Placement: | Alternative Multi-Strategy |
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Fund: | VPI Dividend Growth Pool Series A |
Category Placement: | U.S. Equity |
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Oct
Results of New Fund Reviews – Oct 24, 2019
Fund: | AA&A Canadian Equity Value Fund Series F |
Category Placement: | Canadian Equity |
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Fund: | AA&A Canadian Fixed Income Fund Series F |
Category Placement: | Canadian Fixed Income |
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Fund: | AA&A Global Equity Value Fund Series F |
Category Placement: | Global Equity |
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Fund: | AA&A Global Equity Value- Registered Fund Series F |
Category Placement: | Global Equity |
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Fund: | AB Canada Concentrated Global Equity Fund |
Category Placement: | Global Equity |
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Fund: | AB Canada Emerging Markets Strategic Core Equity Fund |
Category Placement: | Emerging Markets Equity |
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Fund: | Canada 20 plus Strips Bond Index Fund |
Category Placement: | Canadian Long Term Fixed Income |
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Fund: | CDN LifePath 2060 Index Fund |
Category Placement: | 2035+ Target Date Portfolio |
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Fund: | CIBC Conservative Fixed Income Pool Series A |
Category Placement: | Global Fixed Income |
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Fund: | CIBC Core Fixed Income Pool Series A |
Category Placement: | Global Fixed Income |
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Fund: | CIBC Core Plus Fixed Income Pool Series A |
Category Placement: | Global Fixed Income |
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Fund: | Coleman Wealth Balanced Growth Fund |
Category Placement: | Canadian Neutral Balanced |
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Fund: | DFS GIF – Dividend Income – Desjardins Series 3 |
Category Placement: | Canadian Equity Balanced |
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Fund: | DFS GIF – Global Equity – Desjardins Series 5 |
Category Placement: | Global Equity |
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Fund: | DFS GIF – Global Tactical Bond – Desjardins Series 5 |
Category Placement: | High Yield Fixed Income |
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Fund: | Evolve Dividend Stability Preferred Share Index ETF – Units (PREF) |
Category Placement: | Preferred Share Fixed Income |
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Fund: | Fidelity Floating Rate High Income Currency Neutral Multi-Asset Base Fund Series O |
Category Placement: | Floating Rate Loan |
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Fund: | Fidelity Global Credit ex-U.S. Currency Neutral Multi-Asset Base Fund Series O |
Category Placement: | Global Fixed Income |
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Fund: | Fidelity High Income Commercial Real Estate Currency Neutral Multi-Asset Base Fund Series O |
Category Placement: | High Yield Fixed Income |
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Fund: | Fidelity Insights Currency Neutral Multi-Asset Base Fund Series O |
Category Placement: | U.S. Equity |
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Fund: | Fidelity International Equity Currency Neutral Investment Trust Series O |
Category Placement: | International Equity |
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Fund: | Fidelity International Growth Currency Neutral Multi-Asset Base Fund Series O |
Category Placement: | International Equity |
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Fund: | Fidelity U.S. Bond Currency Neutral Multi-Asset Base Fund Series O |
Category Placement: | Global Fixed Income |
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Fund: | iA Global Direct Infrastructure 100% (IFM) |
Category Placement: | Miscellaneous – Income and Real Property |
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Fund: | Mackenzie International Dividend Fund Series A |
Category Placement: | International Equity |
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Fund: | Manchester Investments Srs PTF |
Category Placement: | Canadian Short Term Fixed Income |
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Fund: | Ninepoint 2019 Short Duration Flow Through LP |
Category Placement: | Natural Resources Equity |
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Fund: | NS Partners Sustainable Global Emerging Fund |
Category Placement: | Emerging Markets Equity |
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Fund: | Purpose Structured Equity Yield Portfolio Series A |
Category Placement: | North American Equity |
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Fund: | RBC QUBE Low Volatility Emerging Markets Equity Fund Series A |
Category Placement: | Emerging Markets Equity |
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Fund: | Triasima All Country World Equity Ex-Fossil |
Category Placement: | Global Equity |
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Fund: | Veritas Absolute Return Fund Series F |
Category Placement: | Alternative Equity Focused |
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Fund: | Waratah Alternative Equity Income Fund Class F |
Category Placement: | Alternative Equity Focused |
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Sep
Results of New Fund Reviews – Sep 25, 2019
Fund: | AGFiQ US Long/Short Dividend Income CAD-Hedged ETF (QUDV) |
Category Placement: | Alternative Equity Focused |
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Fund: | AGFiQ US Long/Short Dividend Income CAD-Hedged Fund – Mutual Fund Series |
Category Placement: | Alternative Equity Focused |
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Fund: | AGFiQ US Market Neutral Anti-Beta CAD-Hedged ETF (QBTL) |
Category Placement: | Alternative Market Neutral |
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Fund: | Auspice Managed Futures Limited Partnership |
Category Placement: | Alternative Other |
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Fund: | CI MSCI World ESG Impact Fund Unhedged Class A |
Category Placement: | Global Equity |
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Fund: | Coleford Equity Fund |
Category Placement: | North American Equity |
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Fund: | Fidelity Canadian Short Term Corporate Bond ETF (FCSB) |
Category Placement: | Canadian Short Term Fixed Income |
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Fund: | Fidelity Canadian Short Term Corporate Bond ETF Fund Series B |
Category Placement: | Canadian Short Term Fixed Income |
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Fund: | Fidelity Global Core Plus Bond ETF (FCGB) |
Category Placement: | Global Fixed Income |
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Fund: | Fidelity Global Core Plus Bond ETF Fund Series B |
Category Placement: | Global Fixed Income |
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Fund: | Fidelity Systematic Canadian Bond Index ETF (FCCB) |
Category Placement: | Canadian Fixed Income |
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Fund: | Fidelity Systematic Canadian Bond Index ETF Fund Series B |
Category Placement: | Canadian Fixed Income |
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Fund: | Fidelity Systematic U.S. High Yield Bond Currency Neutral ETF (FCHH) |
Category Placement: | High Yield Fixed Income |
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Fund: | Fidelity Systematic U.S. High Yield Bond Currency Neutral ETF Fund Series B |
Category Placement: | High Yield Fixed Income |
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Fund: | Fidelity Systematic U.S. High Yield Bond ETF (FCHY) |
Category Placement: | High Yield Fixed Income |
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Fund: | Fidelity Systematic U.S. High Yield Bond ETF Fund Series B |
Category Placement: | High Yield Fixed Income |
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Fund: | First Trust Cboe Vest U.S. Equity Buffer ETF – August (Hedged Units) (AUGB.F) |
Category Placement: | U.S. Equity |
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Fund: | Forsyth Private Real Estate Portfolio Series A |
Category Placement: | Miscellaneous – Income and Real Property |
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Fund: | iShares Edge MSCI USA Momentum Factor Index ETF (XMTM) |
Category Placement: | U.S. Equity |
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Fund: | iShares Edge MSCI USA Quality Factor Index ETF (XQLT) |
Category Placement: | U.S. Equity |
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Fund: | iShares Edge MSCI USA Value Factor Index ETF (XVLU) |
Category Placement: | U.S. Equity |
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Fund: | iShares S&P U.S. Small-Cap Index ETF (CAD-Hedged) (XSMH) |
Category Placement: | U.S. Small/Mid Cap Equity |
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Fund: | iShares S&P U.S. Small-Cap Index ETF (XSMC) |
Category Placement: | U.S. Small/Mid Cap Equity |
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Fund: | NBI Unconstrained Fixed Income ETF (NUBF) |
Category Placement: | Global Fixed Income |
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Fund: | Picton Mahoney Concentrated Opportunistic Long Short Fund Class A |
Category Placement: | Alternative Equity Focused |
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Fund: | Purpose Credit Opportunities Fund Series A |
Category Placement: | Alternative Credit Focused |
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Fund: | Sterling Mortgage Income Fund Class C |
Category Placement: | Canadian Short Term Fixed Income |
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Fund: | Strong Equity Strategy |
Category Placement: | North American Equity |
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Aug
Results of New Fund Reviews – Aug 22, 2019
Fund: | CI High Interest Savings Fund Class A |
Category Placement: | Canadian Money Market |
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Fund: | Desjardins fin’l Fidelity Canadian Low Volatility Equity |
Category Placement: | Canadian Equity |
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Fund: | Emerge ARK AI & Big Data ETF CAD Units (EAAI) |
Category Placement: | Sector Equity |
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Fund: | Emerge ARK Autonomous Tech & Robotics ETF CAD Units (EAUT) |
Category Placement: | Sector Equity |
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Fund: | Emerge ARK Fintech Innovation ETF CAD Units (EAFT) |
Category Placement: | Sector Equity |
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Fund: | Emerge ARK Genomics & Biotech ETF CAD Units (EAGB) |
Category Placement: | Sector Equity |
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Fund: | Emerge ARK Global Disruptive Innovation ETF CAD Units (EARK) |
Category Placement: | Global Equity |
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Fund: | Invesco Balanced Portfolio Series A |
Category Placement: | Global Neutral Balanced |
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Fund: | Invesco Conservative Portfolio Series A |
Category Placement: | Global Fixed Income Balanced |
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Fund: | Invesco Growth Portfolio Series A |
Category Placement: | Global Equity Balanced |
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Fund: | Invesco High Growth Portfolio Series A |
Category Placement: | Global Equity |
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Fund: | Invesco Moderate Portfolio Series A |
Category Placement: | Global Neutral Balanced |
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Fund: | Mackenzie Emerging Markets Bond Index ETF (CAD-Hedged) (QEBH) |
Category Placement: | Emerging Markets Fixed Income |
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Fund: | Matco Canadian Equity Series F |
Category Placement: | Canadian Equity |
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Fund: | Matco Global Equity Series A |
Category Placement: | Global Equity |
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Fund: | Matco Small Cap Series F |
Category Placement: | Canadian Small/Mid Cap Equity |
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Fund: | Northfront Income Fund Series N |
Category Placement: | Alternative Credit Focused |
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Fund: | TD Private Debt |
Category Placement: | Alternative Other |
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Jul
Results of New Fund Reviews – July 25, 2019
Fund: | 3iQ Bitcoin Trust |
Category Placement: | Alternative Other |
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Fund: | AGF American Growth Fund Mutual Fund Series |
Category Placement: | U.S. Equity |
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Fund: | BGICL LifePath 2060 Index Fund (QJO) |
Category Placement: | 2035+ Target Date Portfolio |
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Fund: | BT Global Growth Fund LP Class B |
Category Placement: | Alternative Equity Focused |
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Fund: | CI First Asset Global Asset Allocation ETF (CGAA) |
Category Placement: | Tactical Balanced |
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Fund: | CI First Asset MSCI World ESG Impact ETF (CESG) |
Category Placement: | Global Equity |
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Fund: | Counsel Canadian Core Fixed Income Series O |
Category Placement: | Canadian Fixed Income |
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Fund: | Counsel Defensive Global Equity Series O |
Category Placement: | Global Equity |
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Fund: | Counsel Global Low Volatility Equity Series O |
Category Placement: | Global Equity |
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Fund: | Counsel North American High Yield |
Category Placement: | High Yield Fixed Income |
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Fund: | Desjardins SocieTerra Global Bond Fund I-Class |
Category Placement: | Global Fixed Income |
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Fund: | Digital Consumer Dividend Fund |
Category Placement: | Sector Equity |
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Fund: | Fidelity Canadian Systematic Equity |
Category Placement: | Canadian Equity |
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Fund: | Fidelity IG Canadian Equity Pool Series P |
Category Placement: | Canadian Focused Equity |
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Fund: | Franklin Liberty Core Plus Bond ETF (FLCP) |
Category Placement: | Canadian Fixed Income |
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Fund: | Franklin Liberty Short Duration Bond ETF (FLSD) |
Category Placement: | Canadian Short Term Fixed Income |
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Fund: | Horizons Growth TRI ETF Portfolio (HGRO) |
Category Placement: | Global Equity |
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Fund: | IG PIMCO Global Bond Fund Series U |
Category Placement: | Global Fixed Income |
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Fund: | iShares Core Conservative Balanced ETF Portfolio (XCNS) |
Category Placement: | Global Neutral Balanced |
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Fund: | iShares Core Equity ETF Portfolio (XEQT) |
Category Placement: | Global Equity |
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Fund: | iShares Core Income Balanced ETF Portfolio (XINC) |
Category Placement: | Global Fixed Income Balanced |
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Fund: | Mackenzie Anti-Benchmark Global Investment Grad |
Category Placement: | Global Fixed Income |
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Fund: | Mackenzie International Quantitative Large Cap Series R |
Category Placement: | International Equity |
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Fund: | Mackenzie International Quantitative Small Cap Series R |
Category Placement: | Global Small/Mid Cap Equity |
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Fund: | Manulife Global Core Plus Bond Fund Advisor Series |
Category Placement: | Global Fixed Income |
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Fund: | NEI Balanced Private Portfolio Series W |
Category Placement: | Global Neutral Balanced |
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Fund: | NEI Canadian Equity Pool Series I |
Category Placement: | Canadian Equity |
|
|
Fund: | NEI Fixed Income Pool Series I |
Category Placement: | Canadian Fixed Income |
|
|
Fund: | NEI Global Equity Pool Series I |
Category Placement: | Global Equity |
|
|
Fund: | NEI Growth Private Portfolio Series W |
Category Placement: | Global Equity Balanced |
|
|
Fund: | NEI Income & Growth Private Portfolio Series W |
Category Placement: | Global Fixed Income Balanced |
|
|
Fund: | NEI Income Private Portfolio Series W |
Category Placement: | Canadian Fixed Income Balanced |
|
|
Fund: | NEI Managed Asset Allocation Pool I |
Category Placement: | Tactical Balanced |
|
|
Fund: | Northfront Equity Fund Series N |
Category Placement: | Global Equity |
|
|
Fund: | Picton Mahoney Fortified Income Alternative Fund Class A |
Category Placement: | Alternative Credit Focused |
|
|
Fund: | Quintessence Wealth Elevate Enhanced Global Equity Fund Class E |
Category Placement: | Global Equity |
|
|
Fund: | RP Alternative Global Bond Fund Class A |
Category Placement: | Alternative Credit Focused |
|
Jun
Results of New Fund Reviews – June 27, 2019
Fund: | AB Canada Global Strategic Core Equity E |
Category Placement: | Global Equity |
|
|
Fund: | American Core Sectors Dividend Fund (ACZ) |
Category Placement: | U.S. Equity |
|
|
Fund: | Bridgeport Alternative Income Fund Series A |
Category Placement: | Alternative Credit Focused |
|
|
Fund: | Bridgeport Alternative Income LP Series A |
Category Placement: | Alternative Credit Focused |
|
|
Fund: | Bridgeport Canadian Equity Fund Series A |
Category Placement: | Canadian Equity |
|
|
Fund: | Bridgeport Canadian Equity LP Series A |
Category Placement: | Canadian Equity |
|
|
Fund: | Bridgeport High Income Fund Series A |
Category Placement: | High Yield Fixed Income |
|
|
Fund: | Bridgeport Small & Mid Cap Equity Fund Series A |
Category Placement: | Global Small/Mid Cap Equity |
|
|
Fund: | Bridgeport Small & Mid Cap Equity LP Series A |
Category Placement: | Global Small/Mid Cap Equity |
|
|
Fund: | Bridgeport Strategic Income LP Series A U$ |
Category Placement: | High Yield Fixed Income |
|
|
Fund: | Bridgeport U.S. Equity Fund Series A U$ |
Category Placement: | U.S. Equity |
|
|
Fund: | Bridgeport U.S. Equity LP Series A U$ |
Category Placement: | U.S. Equity |
|
|
Fund: | Bridging Indigenous Impact Fund Class A C$ |
Category Placement: | Alternative Other |
|
|
Fund: | Bridging Mid-Market Debt Fund L.P. Class A C$ |
Category Placement: | Alternative Other |
|
|
Fund: | Bridging Mid-Market Debt RSP Fund Class A C$ |
Category Placement: | Alternative Other |
|
|
Fund: | CI Canadian Dividend Private Pool Class A |
Category Placement: | Canadian Dividend & Income Equity |
|
|
Fund: | CI First Asset High Interest Savings ETF (CSAV) |
Category Placement: | Miscellaneous – Other |
|
|
Fund: | CI Global Equity Core Private Pool Class I |
Category Placement: | Global Equity |
|
|
Fund: | Desjardins Global High Yield Bond Fund I |
Category Placement: | High Yield Fixed Income |
|
|
Fund: | Evolve E-Gaming Index ETF – Hedged ETF Units (HERO) |
Category Placement: | Sector Equity |
|
|
Fund: | Evolve Global Materials & Mining Enhanced Yield Index ETF – Unhedged ETF Units (BASE.B) |
Category Placement: | Sector Equity |
|
|
Fund: | Fidelity American Equity Systematic Currency Hedged Fund Series A |
Category Placement: | U.S. Equity |
|
|
Fund: | Fidelity Insights Systematic Currency Hedged Fund Series A |
Category Placement: | U.S. Equity |
|
|
Fund: | Fidelity International Equity Multi-Asset Base Fund Series O |
Category Placement: | International Equity |
|
|
Fund: | Fidelity Small Cap America Systematic Currency Hedged Fund Series A |
Category Placement: | U.S. Small/Mid Cap Equity |
|
|
Fund: | Fidelity Sustainable World ETF (FCSW) |
Category Placement: | Global Equity |
|
|
Fund: | Fidelity Sustainable World ETF Fund Series B |
Category Placement: | Global Equity |
|
|
Fund: | Fidelity U.S. Dividend Systematic Currency Hedged Fund Series A |
Category Placement: | U.S. Equity |
|
|
Fund: | Fidelity U.S. Focused Stock Systematic Currency Hedged Fund Series A |
Category Placement: | U.S. Equity |
|
|
Fund: | Fidelity Women’s Leadership Fund Series A |
Category Placement: | U.S. Equity |
|
|
Fund: | Fidelity Women’s Leadership Systematic Currency Hedged Fund Series A |
Category Placement: | U.S. Equity |
|
|
Fund: | Franklin LifeSmart 2025 Portfolio |
Category Placement: | 2025 Target Date Portfolio |
|
|
Fund: | Franklin LifeSmart 2035 Portfolio |
Category Placement: | 2035 Target Date Portfolio |
|
|
Fund: | Franklin LifeSmart 2045 Portfolio |
Category Placement: | 2035+ Target Date Portfolio |
|
|
Fund: | Franklin LifeSmart 2055 Portfolio |
Category Placement: | 2035+ Target Date Portfolio |
|
|
Fund: | Middlefield Healthcare & Wellness Dividend Fund (HWF) |
Category Placement: | Sector Equity |
|
|
Fund: | Phillips Hager & North Strategic Mortgage Fund |
Category Placement: | Canadian Short Term Fixed Income |
|
|
Fund: | Phillips, Hager & North Conservative Pension Trust Series O |
Category Placement: | Global Neutral Balanced |
|
|
Fund: | Phillips, Hager & North Growth Pension Trust Series O |
Category Placement: | Global Equity Balanced |
|
|
Fund: | Pratte North American Large Cap Fund |
Category Placement: | North American Equity |
|
|
Fund: | RBC Canadian Discount Bond ETF (RCDB) |
Category Placement: | Canadian Short Term Fixed Income |
|
|
Fund: | RBC Global All-Equity Portfolio Series A |
Category Placement: | Global Equity |
|
|
Fund: | RBC Global Balanced Portfolio Series A |
Category Placement: | Global Neutral Balanced |
|
|
Fund: | RBC Global Conservative Portfolio Series A |
Category Placement: | Global Fixed Income Balanced |
|
|
Fund: | RBC Global Growth Portfolio Series A |
Category Placement: | Global Equity Balanced |
|
|
Fund: | RBC Global Very Conservative Portfolio Series A |
Category Placement: | Global Fixed Income Balanced |
|
|
Fund: | Sage Proactive Income Equity Fund |
Category Placement: | International Equity |
|
|
Fund: | SocieTerra 100% Equity Portfolio A |
Category Placement: | Global Equity |
|
|
Fund: | SSQ Aggressive Smart Beta Plus Portfolio GIF |
Category Placement: | Global Equity Balanced |
|
|
Fund: | SSQ Balanced Smart Beta Plus Portfolio GIF |
Category Placement: | Global Neutral Balanced |
|
|
Fund: | SSQ Conservative Smart Beta Plus Portfolio GIF |
Category Placement: | Global Fixed Income Balanced |
|
|
Fund: | SSQ Fisher Global Small Cap Equity GIF |
Category Placement: | Global Small/Mid Cap Equity |
|
|
Fund: | SSQ Growth Smart Beta Plus Portfolio GIF |
Category Placement: | Global Equity Balanced |
|
|
Fund: | Sun GIF Solutions Enhanced Balanced Investment Series A |
Category Placement: | Global Neutral Balanced |
|
|
Fund: | Sun GIF Solutions Tactical Balanced ETF Portfolio Investment Series A |
Category Placement: | Global Neutral Balanced |
|
|
Fund: | Sun GIF Solutions Tactical Conservative ETF Portfolio Investment Series A |
Category Placement: | Global Fixed Income Balanced |
|
|
Fund: | Sun GIF Solutions Tactical Equity ETF Portfolio Investment Series A |
Category Placement: | Global Equity |
|
|
Fund: | Sun GIF Solutions Tactical Fixed Income ETF Portfolio Investment Series A |
Category Placement: | Global Fixed Income |
|
|
Fund: | Sun GIF Solutions Tactical Growth ETF Portfolio Investment Series A |
Category Placement: | Global Equity Balanced |
|
|
Fund: | TD Emerald Volitility All World Equity PFT |
Category Placement: | Global Equity |
|
|
Fund: | TD Greystone Mortgage and Short Bond PFT – Private Alternatives Series |
Category Placement: | Canadian Short Term Fixed Income |
|
|
Fund: | TD Greystone Real Asset PFT – Private Alternatives Series |
Category Placement: | Miscellaneous – Income and Real Property |
|
|
Fund: | Wise 100% Equity ETF Portfolio C |
Category Placement: | Global Equity |
|
|
Fund: | Wise Balanced ETF Portfolio C |
Category Placement: | Global Neutral Balanced |
|
|
Fund: | Wise Conservative ETF Portfolio C |
Category Placement: | Global Fixed Income Balanced |
|
|
Fund: | Wise Fixed Income ETF Portfolio C |
Category Placement: | Global Fixed Income |
|
|
Fund: | Wise Growth ETF Portfolio C |
Category Placement: | Global Equity Balanced |
|
|
Fund: | Wise Maximum Growth ETF Portfolio C |
Category Placement: | Global Equity Balanced |
|
|
Fund: | YTM Capital Fixed Income Alternative Fund Series A |
Category Placement: | Alternative Credit Focused |
|
May
Results of New Fund Reviews – May 23, 2019
Fund: | Accelerate Absolute Return Hedge Fund (HDGE) |
Category Placement: | Alternative Equity Focused |
|
|
Fund: | Accelerate Enhanced Canadian Benchmark Alternative Fund (ATSX) |
Category Placement: | Alternative Equity Focused |
|
|
Fund: | Accelerate Private Equity Alpha Fund (ALFA) |
Category Placement: | Alternative Other |
|
|
Fund: | BMO Concentrated U.S. Equity Fund Series A |
Category Placement: | U.S. Equity |
|
|
Fund: | BMO Global Balanced GIF 75/100 Class A |
Category Placement: | Global Neutral Balanced |
|
|
Fund: | BMO Low Volatility Canadian Equity ETF Fund Series A |
Category Placement: | Canadian Equity |
|
|
Fund: | BMO Low Volatility International Equity ETF GIF 75/100 Class A |
Category Placement: | International Equity |
|
|
Fund: | Brompton European Dividend Growth ETF (EDGF) |
Category Placement: | European Equity |
|
|
Fund: | Caldwell U.S. Dividend Champions Fund Series A |
Category Placement: | U.S. Equity |
|
|
Fund: | Desjardins fin’l BlRk USEqNR |
Category Placement: | U.S. Equity |
|
|
Fund: | Desjardins fin’l Fidelity CP Instl 2020 |
Category Placement: | Short-term Target Date Portfolio |
|
|
Fund: | Desjardins fin’l Fidelity CP Instl 2025 |
Category Placement: | 2025 Target Date Portfolio |
|
|
Fund: | Desjardins fin’l Fidelity CP Instl 2030 |
Category Placement: | 2030 Target Date Portfolio |
|
|
Fund: | Desjardins fin’l Fidelity CP Instl 2035 |
Category Placement: | 2035 Target Date Portfolio |
|
|
Fund: | Desjardins fin’l Fidelity CP Instl 2040 |
Category Placement: | 2035+ Target Date Portfolio |
|
|
Fund: | Desjardins fin’l Fidelity CP Instl 2045 |
Category Placement: | 2035+ Target Date Portfolio |
|
|
Fund: | Desjardins fin’l Fidelity CP Instl 2050 |
Category Placement: | 2035+ Target Date Portfolio |
|
|
Fund: | Desjardins fin’l Fidelity CP Instl 2055 |
Category Placement: | 2035+ Target Date Portfolio |
|
|
Fund: | Desjardins fin’l Fidelity CP Instl 2060 |
Category Placement: | 2035+ Target Date Portfolio |
|
|
Fund: | Desjardins fin’l Fidelity CP Instl Inc |
Category Placement: | Canadian Fixed Income Balanced |
|
|
Fund: | Ewing Morris Flexible Fixed Income Fund LP |
Category Placement: | Alternative Credit Focused |
|
|
Fund: | FLEXIFONDS Balanced |
Category Placement: | Canadian Neutral Balanced |
|
|
Fund: | FLEXIFONDS Conservative |
Category Placement: | Canadian Neutral Balanced |
|
|
Fund: | FLEXIFONDS Growth |
Category Placement: | Canadian Equity Balanced |
|
|
Fund: | Franklin Canadian Core Equity Fund Series O |
Category Placement: | Canadian Equity |
|
|
Fund: | Franklin Emerging Markets Core Equity Fund Series O |
Category Placement: | Emerging Markets Equity |
|
|
Fund: | Franklin International Core Equity Fund Series O |
Category Placement: | International Equity |
|
|
Fund: | Franklin U.S. Core Equity Fund Series O |
Category Placement: | U.S. Equity |
|
|
Fund: | Horizons Global Uranium Index ETF (HURA) |
Category Placement: | Sector Equity |
|
|
Fund: | IP Diversified Alternative Income Fund Series C |
Category Placement: | Alternative Other |
|
|
Fund: | Kensington Venture Investment Fund Class A |
Category Placement: | Alternative Other |
|
|
Fund: | Manulife Fundamental Dividend GIF Select Original 75 Series |
Category Placement: | Canadian Dividend & Income Equity |
|
|
Fund: | NBI Presumed Sound Investments Fund Investor Series |
Category Placement: | Canadian Fixed Income Balanced |
|
|
Fund: | NBI Tactical Asset Allocation Fund Advisor Series/ISC |
Category Placement: | Tactical Balanced |
|
|
Fund: | Ninepoint Trade Finance Fund Series F |
Category Placement: | Alternative Other |
|
|
Fund: | Pathways Canadian Concentrated Equity (Galibier) 75/75 |
Category Placement: | Canadian Equity |
|
|
Fund: | Pathways Canadian Equity (GWLIM) 75/75 |
Category Placement: | Canadian Equity |
|
|
Fund: | Pathways Core Plus Bond (Mackenzie) 75/75 |
Category Placement: | Canadian Fixed Income |
|
|
Fund: | Pathways Emerging Markets Equity (Northcape) 75/75 |
Category Placement: | Emerging Markets Equity |
|
|
Fund: | Pathways Emerging Markets Large Cap Equity (Mackenzie) 75/75 |
Category Placement: | Emerging Markets Equity |
|
|
Fund: | Pathways Global Core Plus Bond (Mackenzie) 75/75 |
Category Placement: | Global Fixed Income |
|
|
Fund: | Pathways Global Multi Sector Bond (Brandywine) 75/75 |
Category Placement: | Global Fixed Income |
|
|
Fund: | Pathways International Concentrated Equity (C WorldWide) 75/75 |
Category Placement: | International Equity |
|
|
Fund: | Pathways International Equity (Setanta) 75/75 |
Category Placement: | International Equity |
|
|
Fund: | Pathways U.S. Concentrated Equity (Aristotle) 75/75 |
Category Placement: | U.S. Equity |
|
|
Fund: | Pathways U.S. Equity (Putnam) 75/75 |
Category Placement: | U.S. Equity |
|
|
Fund: | Pier 21 Gbl Emerging Mkts (Northcape) |
Category Placement: | Emerging Markets Equity |
|
|
Fund: | RBC International Index Currency Neutral Fund Series O |
Category Placement: | International Equity |
|
|
Fund: | TD Active Global Enhanced Dividend ETF (TGED) |
Category Placement: | Global Equity |
|
|
Fund: | TD Global Technology Leaders Index ETF (TEC) |
Category Placement: | Sector Equity |
|
|
Fund: | TD Greystone Mortgage and Short Bond Portfolio – Private Alternatives Series |
Category Placement: | Miscellaneous – Income and Real Property |
|
|
Fund: | TD Greystone Real Asset Portfolio – Private Alternatives Series |
Category Placement: | Miscellaneous – Income and Real Property |
|
|
Fund: | TD Systematic International Equity Low Volatility ETF (TILV) |
Category Placement: | International Equity |
|
|
Fund: | Viewpoint Global Fund Trust Class A |
Category Placement: | Tactical Balanced |
|
Apr
Results of New Fund Reviews – Apr 25, 2019
Fund: | Baker Gilmore Absolute Return Bond |
Category Placement: | Alternative Strategies |
|
|
Fund: | Barrantagh Small Cap Canadian Equity Fund Series F |
Category Placement: | Canadian Small/Mid Cap Equity |
|
|
Fund: | Brookfield Real Asset Hybrid Access Trust (Canada) Series A |
Category Placement: | Miscellaneous – Income and Real Property |
|
|
Fund: | CDSPI Core Plus Bond Fund (PH&N) |
Category Placement: | Canadian Fixed Income |
|
|
Fund: | CDSPI Diversified Growth Fund (Schroder) |
Category Placement: | Tactical Balanced |
|
|
Fund: | CDSPI Granite Aggressive Portfolio (Sun Life) |
Category Placement: | Global Equity Balanced |
|
|
Fund: | CDSPI Granite Balanced Portfolio (Sun Life) |
Category Placement: | Global Neutral Balanced |
|
|
Fund: | CDSPI Granite Conservative Portfolio (Sun Life) |
Category Placement: | Global Fixed Income Balanced |
|
|
Fund: | CDSPI Granite Growth Portfolio (Sun Life) |
Category Placement: | Global Equity Balanced |
|
|
Fund: | CDSPI Granite Moderate Portfolio (Sun Life) |
Category Placement: | Global Neutral Balanced |
|
|
Fund: | CDSPI Low Volatility Global Equity Fund (MFS) |
Category Placement: | Global Equity |
|
|
Fund: | Desjardins fin’l Canadian Bond Index |
Category Placement: | Canadian Fixed Income |
|
|
Fund: | Desjardins fin’l Canadian Equity |
Category Placement: | Canadian Equity |
|
|
Fund: | Desjardins fin’l Canadian Equity Index |
Category Placement: | Canadian Equity |
|
|
Fund: | Desjardins fin’l Global Equity |
Category Placement: | Global Equity |
|
|
Fund: | Desjardins fin’l Global Equity Index |
Category Placement: | Global Equity |
|
|
Fund: | Desjardins fin’l Money Market |
Category Placement: | Canadian Money Market |
|
|
Fund: | Evolve U.S. Marijuana ETF Units (USMJ) |
Category Placement: | Sector Equity |
|
|
Fund: | Horizons US Marijuana Index ETF (HMUS) |
Category Placement: | Sector Equity |
|
|
Fund: | KAI Fixed Income Pool Class O |
Category Placement: | Canadian Fixed Income |
|
|
Fund: | Loomis Sayles Global Strategic Alpha Fund Series A |
Category Placement: | Alternative Strategies |
|
|
Fund: | Loubani I LP |
Category Placement: | Global Equity |
|
|
Fund: | MLI FIAM Focus Canadian Equity Fund |
Category Placement: | Canadian Equity |
|
|
Fund: | Ninepoint 2019 Flow-Through Limited Partnership |
Category Placement: | Natural Resources Equity |
|
|
Fund: | Ninepoint Monroe U.S Private Debt Fund Series F U$ |
Category Placement: | Alternative Strategies |
|
|
Fund: | Palisade Select Fund Class 1 Series A-1 |
Category Placement: | Energy Equity |
|
|
Fund: | Palisade Vantage Fund |
Category Placement: | Canadian Dividend & Income Equity |
|
Mar
Results of New Fund Reviews – Mar 28, 2019
Fund: | All Weather Fund Class A |
Category Placement: | Alternative Strategies |
|
|
Fund: | Celernus Pivot Private Credit Fund Class A |
Category Placement: | Alternative Strategies |
|
|
Fund: | Franklin K2 Alternatives Fund Series A |
Category Placement: | Alternative Strategies |
|
|
Fund: | iShares ESG Canadian Aggregate Bond Index ETF (XSAB) |
Category Placement: | Canadian Fixed Income |
|
|
Fund: | iShares ESG Canadian Short Term Bond Index ETF (XSTB) |
Category Placement: | Canadian Short Term Fixed Income |
|
|
Fund: | iShares ESG MSCI Canada Index ETF (XESG) |
Category Placement: | Canadian Equity |
|
|
Fund: | iShares ESG MSCI EAFE Index ETF (XSEA) |
Category Placement: | International Equity |
|
|
Fund: | iShares ESG MSCI Emerging Markets Index ETF (XSEM) |
Category Placement: | Emerging Markets Equity |
|
|
Fund: | iShares ESG MSCI USA Index ETF (XSUS) |
Category Placement: | U.S. Equity |
|
|
Fund: | KAI Core Equity Pool Class O |
Category Placement: | Global Equity |
|
|
Fund: | KPDL Global Equity Private Portfolio |
Category Placement: | Miscellaneous – Income and Real Property |
|
|
Fund: | Mackenzie Credit Absolute Return Fund Series A |
Category Placement: | Alternative Strategies |
|
|
Fund: | Mackenzie Global Long/Short Equity Alpha Fund Series A |
Category Placement: | Alternative Strategies |
|
|
Fund: | Mackenzie Global Macro Fund Series A |
Category Placement: | Alternative Strategies |
|
|
Fund: | Palisade Absolute Fund Class 1 Series A |
Category Placement: | Alternative Strategies |
|
|
Fund: | Phillips Hager & North Strategic Mortgage Fund |
Category Placement: | Canadian Short Term Fixed Income |
|
|
Fund: | Polar Micro-Cap Fund II L.P. |
Category Placement: | Alternative Strategies |
|
|
Fund: | Pratte North American Large Cap Fund Series P |
Category Placement: | North American Equity |
|
|
Fund: | Purpose Money Market Fund Class A |
Category Placement: | Canadian Money Market |
|
|
Fund: | RBC Emerging Markets Balanced Fund Series A |
Category Placement: | Global Neutral Balanced |
|
|
Fund: | RBC Emerging Markets Equity Focus Fund Series A |
Category Placement: | Emerging Markets Equity |
|
|
Fund: | Ridgewood Canadian Bond Fund Series A |
Category Placement: | Canadian Fixed Income |
|
|
Fund: | Ridgewood Tactical Yield Fund Series A |
Category Placement: | Canadian Fixed Income |
|
|
Fund: | Russell Investments Yield Opportunities Pool Series A |
Category Placement: | Alternative Strategies |
|
|
Fund: | Vision Alternative Income Fund Class A |
Category Placement: | Alternative Strategies |
|
Feb
Results of New Fund Reviews – Feb 28, 2019
Fund: | Arrow Global Advantage Alternative Class |
Category Placement: | Alternative Strategies |
|
|
Fund: | BMO Balanced ETF (ZBAL) |
Category Placement: | Global Neutral Balanced |
|
|
Fund: | BMO China Technology ETF (ZCT) |
Category Placement: | Sector Equity |
|
|
Fund: | BMO Conservative ETF (ZCON) |
Category Placement: | Global Fixed Income Balanced |
|
|
Fund: | BMO Covered Call US Banks ETF (ZWK) |
Category Placement: | Financial Services Equity |
|
|
Fund: | BMO Equal Weight US Health Care Index ETF (ZHU) |
Category Placement: | Sector Equity |
|
|
Fund: | BMO Growth ETF (ZGRO) |
Category Placement: | Global Equity Balanced |
|
|
Fund: | BMO NASDAQ 100 Equity Index ETF (ZNQ) |
Category Placement: | U.S. Equity |
|
|
Fund: | BMO Ultra Short-Term US Bond ETF (US Dollar Units) (ZUS.U) |
Category Placement: | Global Fixed Income |
|
|
Fund: | Canso Private Investment Grade Bond Fund |
Category Placement: | Canadian Corporate Fixed Income |
|
|
Fund: | CC&L Alternative Canadian Equity Fund |
Category Placement: | Alternative Strategies |
|
|
Fund: | CC&L Alternative Global Equity Fund |
Category Placement: | Alternative Strategies |
|
|
Fund: | CC&L Alternative Income Fund |
Category Placement: | Alternative Strategies |
|
|
Fund: | Desjardins fin’l Desj Rspnb Fxd Inc |
Category Placement: | Global Fixed Income |
|
|
Fund: | Desjardins fin’l Desj Rspnb Gr |
Category Placement: | Global Equity |
|
|
Fund: | Dynamic Credit Absolute Return II Fund |
Category Placement: | Alternative Strategies |
|
|
Fund: | Dynamic Real Estate & Infrastructure Income II Fund |
Category Placement: | Canadian Focused Small/Mid Cap Equity |
|
|
Fund: | Evovest Global Equity Fund Series E |
Category Placement: | Global Equity |
|
|
Fund: | Fieldhouse Enhanced Pension Plus |
Category Placement: | Alternative Strategies |
|
|
Fund: | Forge First Long Short Trust |
Category Placement: | Alternative Strategies |
|
|
Fund: | Forge First Multi Strategy Trust |
Category Placement: | Alternative Strategies |
|
|
Fund: | Franklin Conservative Income ETF Portfolio |
Category Placement: | Global Fixed Income Balanced |
|
|
Fund: | Franklin Core ETF Portfolio |
Category Placement: | Global Neutral Balanced |
|
|
Fund: | Franklin FTSE Canada All Cap Index ETF (FLCD) |
Category Placement: | Canadian Equity |
|
|
Fund: | Franklin FTSE Europe ex U.K. Index ETF (FLUR) |
Category Placement: | European Equity |
|
|
Fund: | Franklin FTSE Japan Index ETF (FLJA) |
Category Placement: | Geographic Equity |
|
|
Fund: | Franklin FTSE U.S. Index ETF (FLAM) |
Category Placement: | U.S. Equity |
|
|
Fund: | Franklin Growth ETF Portfolio |
Category Placement: | Global Equity Balanced |
|
|
Fund: | Global Equity (Fiera Capital) |
Category Placement: | Global Equity |
|
|
Fund: | Global Equity Small Cap (Fischer) |
Category Placement: | Global Small/Mid Cap Equity |
|
|
Fund: | Global Equity Small Cap (Lazard) |
Category Placement: | Global Small/Mid Cap Equity |
|
|
Fund: | Guardian Managed Growth Portfolio |
Category Placement: | Global Equity Balanced |
|
|
Fund: | Guardian Risk Managed Conservative Portfolio |
Category Placement: | Tactical Balanced |
|
|
Fund: | Guardian SteadyFlow Equity Fund |
Category Placement: | Global Equity |
|
|
Fund: | Guardian SteadyPace Equity Fund |
Category Placement: | Global Equity |
|
|
Fund: | Harris-Bolduc Strategic Quantitative Fund |
Category Placement: | North American Equity |
|
|
Fund: | Horizons Equal Weight Canada Banks Index ETF (HEWB) |
Category Placement: | Financial Services Equity |
|
|
Fund: | IA Clarington International Equity Fund |
Category Placement: | International Equity |
|
|
Fund: | IA Clarington U.S. Equity Opportunities Fund |
Category Placement: | Alternative Strategies |
|
|
Fund: | JF Money Market Fund |
Category Placement: | Canadian Money Market |
|
|
Fund: | JF US Money Market Fund |
Category Placement: | U.S. Money Market |
|
|
Fund: | Lorica Canadian Fixed Income Fund |
Category Placement: | Canadian Fixed Income |
|
|
Fund: | Mackenzie Global Growth Balanced Fund |
Category Placement: | Global Equity Balanced |
|
|
Fund: | NewGen Alternative Income Fund |
Category Placement: | Alternative Strategies |
|
|
Fund: | Northgate Equity Strategies Pool |
Category Placement: | North American Equity |
|
|
Fund: | Palos-Mitchell Alpha Fund |
Category Placement: | Alternative Strategies |
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Fund: | SmartBe Global Value Momentum Trend Index ETF (SBEA) |
Category Placement: | Alternative Strategies |
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Fund: | Springfield Global Equity Pool |
Category Placement: | Alternative Strategies |
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Fund: | Steadyhand Builders Fund |
Category Placement: | Global Equity |
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Fund: | Steadyhand Global Small-Cap Equity Fund |
Category Placement: | Global Small/Mid Cap Equity |
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Fund: | TD Emerald Low Vol U.S. Eq Pld Fd Tr |
Category Placement: | U.S. Equity |
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Fund: | Vanguard All-Equity ETF Portfolio (VEQT) |
Category Placement: | Global Equity |
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Fund: | Vanguard Conservative Income ETF Portfolio (VCIP) |
Category Placement: | Global Fixed Income Balanced |
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Fund: | Vertex Liquid Alternative Fund |
Category Placement: | Alternative Strategies |
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Fund: | Vertex Liquid Alternative Fund Plus |
Category Placement: | Alternative Strategies |
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Fund: | Westbridge Capital Partners Income Trust |
Category Placement: | Alternative Strategies |
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Jan
Results of New Fund Reviews – Jan 24, 2019
Fund: | Bloom Canada Dividend Fund |
Category Placement: | Canadian Dividend & Income Equity |
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Fund: | Caldwell ICM Market Strategy Trust |
Category Placement: | Alternative Strategies |
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Fund: | Caldwell North American Equity Strategy |
Category Placement: | Alternative Strategies |
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Fund: | Cardinal Canadian Equity Pool |
Category Placement: | Canadian Equity |
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Fund: | Cardinal Foreign Equity Pool |
Category Placement: | Global Equity |
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Fund: | CI Mosaic Balanced ETF Portfolio |
Category Placement: | Global Neutral Balanced |
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Fund: | CI Mosaic Balanced Growth ETF Portfolio |
Category Placement: | Global Equity Balanced |
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Fund: | CI Mosaic Balanced Income ETF Portfolio |
Category Placement: | Global Fixed Income Balanced |
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Fund: | CI Mosaic Growth ETF Portfolio |
Category Placement: | Global Equity |
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Fund: | CI Mosaic Income ETF Portfolio |
Category Placement: | Global Fixed Income Balanced |
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Fund: | CIBC Active Investment Grade Corporate Bond ETF (CACB) |
Category Placement: | Canadian Corporate Fixed Income |
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Fund: | CIBC Active Investment Grade Floating Rate Bond ETF (CAFR) |
Category Placement: | Canadian Short Term Fixed Income |
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Fund: | CIBC Multifactor Canadian Equity ETF (CMCE) |
Category Placement: | Canadian Equity |
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Fund: | CIBC Multifactor U.S. Equity ETF (CAD-Hedged) (CMUE.F) |
Category Placement: | U.S. Equity |
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Fund: | CIBC Multifactor U.S. Equity ETF (CMUE) |
Category Placement: | U.S. Equity |
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Fund: | Desjardins Alt Long/Short Equity Market Neutral ETF (DANC) |
Category Placement: | Alternative Strategies |
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Fund: | Desjardins fin’l BR® 20+ Strip Bond Idx |
Category Placement: | Canadian Long Term Fixed Income |
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Fund: | Desjardins fin’l PH&N LifeTime 2055 |
Category Placement: | 2035+ Target Date Portfolio |
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Fund: | DFS DGIA Money Market Fund |
Category Placement: | Canadian Money Market |
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Fund: | Fidelity Canadian High Quality Index ETF (FCCQ) |
Category Placement: | Canadian Equity |
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Fund: | Fidelity Canadian High Quality Index ETF Fund |
Category Placement: | Canadian Equity |
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Fund: | Fidelity Canadian Low Volatility Index ETF (FCCL) |
Category Placement: | Canadian Equity |
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Fund: | Fidelity Canadian Low Volatility Index ETF Fund |
Category Placement: | Canadian Equity |
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Fund: | Fidelity CanAm Opportunities Class |
Category Placement: | North American Equity |
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Fund: | Fidelity CanAm Opportunities Currency Neutral Class |
Category Placement: | North American Equity |
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Fund: | Fidelity Emerging Markets Local Currency Debt Investment Trust |
Category Placement: | Emerging Markets Fixed Income |
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Fund: | Fidelity Global Credit Ex U.S. Investment Trust |
Category Placement: | Global Fixed Income |
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Fund: | Fidelity International High Quality Index ETF (FCIQ) |
Category Placement: | International Equity |
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Fund: | Fidelity International High Quality Index ETF Fund |
Category Placement: | International Equity |
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Fund: | Fidelity International Low Volatility Index ETF (FCIL) |
Category Placement: | International Equity |
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Fund: | Fidelity International Low Volatility Index ETF Fund |
Category Placement: | International Equity |
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Fund: | Fidelity U.S. High Quality Currency Neutral Index ETF (FCQH) |
Category Placement: | U.S. Equity |
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Fund: | Fidelity U.S. High Quality Currency Neutral Index ETF Fund |
Category Placement: | U.S. Equity |
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Fund: | Fidelity U.S. High Quality Index ETF (FCUQ) |
Category Placement: | U.S. Equity |
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Fund: | Fidelity U.S. High Quality Index ETF Fund |
Category Placement: | U.S. Equity |
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Fund: | Fidelity U.S. Low Volatility Currency Neutral Index ETF (FCLH) |
Category Placement: | U.S. Equity |
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Fund: | Fidelity U.S. Low Volatility Currency Neutral Index ETF Fund |
Category Placement: | U.S. Equity |
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Fund: | Fidelity U.S. Low Volatility Index ETF (FCUL) |
Category Placement: | U.S. Equity |
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Fund: | Fidelity U.S. Low Volatility Index ETF Fund |
Category Placement: | U.S. Equity |
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Fund: | Galibier Opportunities Fund |
Category Placement: | Alternative Strategies |
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Fund: | Harvest Equal Weight Global Utilities Income ETF (HUTL) |
Category Placement: | Sector Equity |
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Fund: | Harvest Global Gold Giants Index ETF (HGGG) |
Category Placement: | Precious Metals Equity |
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Fund: | Horizons Equal Weight Canada REIT Index ETF (HCRE) |
Category Placement: | Real Estate Equity |
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Fund: | Horizons Laddered Canadian Preferred Share Index ETF (HLPR) |
Category Placement: | Preferred Share Fixed Income |
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Fund: | Jarislowsky, Fraser Long Term Bond |
Category Placement: | Canadian Long Term Fixed Income |
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Fund: | Kingwest Canadian Equity |
Category Placement: | Canadian Equity |
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Fund: | Kingwest US Equity |
Category Placement: | U.S. Equity |
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Fund: | Lysander-Slater Preferred Share ActivETF |
Category Placement: | Preferred Share Fixed Income |
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Fund: | Munro Global Growth Equity Fund |
Category Placement: | Global Equity |
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Fund: | NBI Active Canadian Preferred Shares ETF (NPRF) |
Category Placement: | Preferred Share Fixed Income |
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Fund: | NBI Canadian Family Business ETF (NFAM) |
Category Placement: | Canadian Equity |
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Fund: | NBI Global Real Assets Income ETF (NREA) |
Category Placement: | Global Infrastructure Equity |
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Fund: | NBI Liquid Alternatives ETF (NALT) |
Category Placement: | Alternative Strategies |
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Fund: | PIMCO Global Short Maturity Fund (Canada) |
Category Placement: | Global Fixed Income |
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Fund: | PIMCO Low Duration Monthly Income Fund (Canada) |
Category Placement: | Global Fixed Income |
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Fund: | Triasima Canadian Equity Fund |
Category Placement: | Canadian Equity |
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