New Fund Reviews

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

Fund: BMO BBB Corporate Bond Index ETF (ZBBB)
Category Placement: Canadian Corporate Fixed Income

Fund: BMO Canadian MBS Index ETF (ZMBS)
Category Placement: Canadian Short Term Fixed Income

Fund: BMO ESG Corporate Bond Index ETF (ESGB)
Category Placement: Canadian Corporate Fixed Income

Fund: BMO ESG US Corporate Bond Hedged to CAD Index ETF (ESGF)
Category Placement: Global Corporate Fixed Income

Fund: BMO Global High Dividend Covered Call ETF (ZWG)
Category Placement: Global Equity

Fund: BMO High Quality Corporate Bond Index ETF (ZQB)
Category Placement: Canadian Corporate Fixed Income

Fund: BMO Long-Term US Treasury Bond Index ETF (ZTL.F)
Category Placement: Global Fixed Income

Fund: BMO MSCI Canada ESG Leaders Index ETF (ESGA)
Category Placement: Canadian Equity

Fund: BMO MSCI EAFE ESG Leaders Index ETF (ESGE)
Category Placement: International Equity

Fund: BMO MSCI Global ESG Leaders Index ETF (ESGG)
Category Placement: Global Equity

Fund: BMO MSCI USA ESG Leaders Index ETF (ESGY)
Category Placement: U.S. Equity

Fund: BMO Premium Yield ETF (ZPAY)
Category Placement: U.S. Equity

Fund: BMO S&P US Mid Cap Index ETF (ZMID)
Category Placement: U.S. Small/Mid Cap Equity

Fund: BMO S&P US Small Cap Index ETF (ZSML)
Category Placement: U.S. Small/Mid Cap Equity

Fund: Capstone Private High Income Pool Class F
Category Placement: Alternative Other

Fund: CI Lawrence Park Alternative Investment Grade Credit ETF – Common Units
Category Placement: Alternative Credit Focused

Fund: CI Marret Alternative Absolute Return Bond ETF – Common Units
Category Placement: Alternative Credit Focused

Fund: CI Munro Alternative Global Growth ETF – Common Units
Category Placement: Alternative Equity Focused

Fund: IA Group Supp Bond SRI
Category Placement: Canadian Fixed Income

Fund: IA Group Supp Canadian Equity SRI (Meritas)
Category Placement: Canadian Equity

Fund: IA Group Supp Global Equity SRI (Inhance)
Category Placement: Global Equity

Fund: iA LifePath 2060 Index (BlackRock)
Category Placement: 2035+ Target Date Portfolio

Fund: La Capitale Aggressive Profile (Dynamic)
Category Placement: Global Equity

Fund: La Capitale Balanced Profile (Dynamic)
Category Placement: Global Neutral Balanced

Fund: La Capitale Conservative Profile (Dynamic)
Category Placement: Canadian Fixed Income Balanced

Fund: La Capitale Global Sustainbale Growth Equity (AGF)
Category Placement: Global Equity

Fund: La Capitale Growth Profile (Dynamic)
Category Placement: Global Equity Balanced

Fund: La Capitale International Equity (Fiera Capital)
Category Placement: International Equity

Fund: La Capitale Moderate Profile (Dynamic)
Category Placement: Global Fixed Income Balanced

Fund: Provisus EM Equity Corporate Class O
Category Placement: Emerging Markets Equity

Fund: Provisus Global REIT Corporate Class O
Category Placement: Real Estate Equity

Fund: Provisus High Yield FI Corporate Class O
Category Placement: High Yield Fixed Income

Fund: TriDelta Growth Equity Fund Class F
Category Placement: Global Equity

Fund: TriDelta Pension Equity Fund Class F
Category Placement: Global Equity

Nov

Results of New Fund Reviews – Nov 28, 2019

Fund: CAN American Equity (Beutel Goodman) 75/75
Category Placement: U.S. Equity

Fund: CAN Balanced (Beutel Goodman) 75/75
Category Placement: Canadian Equity Balanced

Fund: CAN Canadian Dividend (Mackenzie) 75/75
Category Placement: Canadian Dividend & Income Equity

Fund: CAN Canadian Equity (Beutel Goodman) 75/75
Category Placement: Canadian Focused Equity

Fund: CAN Canadian Low Volatility (London Capital) 75/75
Category Placement: Canadian Equity

Fund: CAN Diversified (GLC) 75/75
Category Placement: Canadian Neutral Balanced

Fund: CAN Diversified Fixed Income (PSG) 75/75
Category Placement: Canadian Fixed Income

Fund: CAN Equity/Bond (GLC) 75/75
Category Placement: Canadian Equity Balanced

Fund: CAN Global Low Volatility (ILIM) 75/75
Category Placement: Global Equity

Fund: CAN International Equity (JP Morgan) 75/75
Category Placement: International Equity

Fund: CAN International Opportunity (JP Morgan) 75/75
Category Placement: International Equity

Fund: CAN Ivy Canadian Balanced (Mackenzie) 75/75
Category Placement: Canadian Equity Balanced

Fund: CAN Ivy Foreign Equity (Mackenzie) 75/75
Category Placement: Global Equity

Fund: CAN Science & Technology (London Capital) 75/75
Category Placement: Sector Equity

Fund: CAN Tactical Bond (Portico) 75/75
Category Placement: Global Fixed Income

Fund: CAN U.S. Equity (London Capital) 75/75
Category Placement: U.S. Equity

Fund: CAN U.S. Mid Cap Equity (London Capital) 75/75
Category Placement: U.S. Small/Mid Cap Equity

Fund: Corton Global Timber Fund Class A
Category Placement: Sector Equity

Fund: Corton Global Timber Fund LP Class A
Category Placement: Sector Equity

Fund: Desjardins fin’l Mawer Global Equity
Category Placement: Global Equity

Fund: Desjardins fin’l PIMCO Monthly Income
Category Placement: Global Fixed Income

Fund: DFA World Equity Portfolio Class A
Category Placement: Global Equity

Fund: Empire Life Global Dividend Growth GIF 75/75 Class K
Category Placement: Global Equity

Fund: Empire Life Multi-Strategy Canadian Equity GIF 75/75 Class K
Category Placement: Canadian Equity

Fund: Empire Life Multi-Strategy Global Balanced Portfolio GIF 75/75 Class K
Category Placement: Global Neutral Balanced

Fund: Empire Life Multi-Strategy Global Conservative Portfolio GIF 75/75 Class K
Category Placement: Global Fixed Income Balanced

Fund: Empire Life Multi-Strategy Global Equity GIF 75/75 Class K
Category Placement: Global Equity

Fund: Empire Life Multi-Strategy Global Moderate Growth Portfolio GIF 75/75 Class K
Category Placement: Global Equity Balanced

Fund: Empire Life Multi-Strategy U.S. Equity GIF 75/75 Class K
Category Placement: U.S. Equity

Fund: Empire Life Short Term High Income GIF 75/75 Class K
Category Placement: High Yield Fixed Income

Fund: Eterna Canadian Equity Fund
Category Placement: Canadian Equity

Fund: Eterna Income Fund
Category Placement: Canadian Equity Balanced

Fund: Eterna Quebec Equity Fund
Category Placement: Canadian Equity

Fund: Evolve High Interest Savings Account ETF – Units ()
Category Placement: Canadian Money Market

Fund: Fidelity Canadian Fundamental Equity Multi-Asset Base Fund Series O
Category Placement: Canadian Focused Equity

Fund: Franklin Templeton Canadian Core Equity Fund
Category Placement: Canadian Equity

Fund: GreensKeeper Value Fund Class F
Category Placement: Global Equity

Fund: iA American (Dynamic) SRP 75/75 & My Education+
Category Placement: U.S. Equity

Fund: iA APEX Bond
Category Placement: Canadian Fixed Income

Fund: iA APEX Canadian Equity Growth
Category Placement: Canadian Equity

Fund: iA APEX Canadian Equity Value
Category Placement: Canadian Focused Equity

Fund: iA APEX Diversified
Category Placement: Canadian Neutral Balanced

Fund: iA APEX Money Market
Category Placement: Canadian Money Market

Fund: iA Canadian Equity Growth SRP 75/75 & My Education+
Category Placement: Canadian Equity

Fund: IA Clarington Loomis Global Equity Opportunities Fund Series A
Category Placement: Global Equity

Fund: iA Emerging Markets (Jarislowsky Fraser) SRP 75/75 & My Education+
Category Placement: Emerging Markets Equity

Fund: iA Fidelity American High Yield Currency Neutral SRP 75/75 F-Class
Category Placement: High Yield Fixed Income

Fund: iA Fidelity Canadian Opportunities SRP 75/75 F-Class
Category Placement: Canadian Equity

Fund: iA Fidelity Insights SRP 75/75 & My Education+
Category Placement: U.S. Equity

Fund: iA Floating Rate Income SRP 75/75 & My Education+
Category Placement: Floating Rate Loan

Fund: iA Global Equity (QV) Ecoflex
Category Placement: Global Equity

Fund: iA Global Infrastructure (Dynamic) SRP 75/75 & My Education+
Category Placement: Global Infrastructure Equity

Fund: iA U.S. DAQ Index SRP 75/75 F-Class
Category Placement: U.S. Equity

Fund: IPC Multi-Factor Canadian Equity Series P
Category Placement: Canadian Equity

Fund: IPC Multi-Factor International Equity Series P
Category Placement: International Equity

Fund: IPC Multi-Factor U.S. Equity Series P
Category Placement: U.S. Equity

Fund: Laurus Global Small Cap Fund
Category Placement: Global Small/Mid Cap Equity

Fund: Leith Wheeler Balanced Fund Series A
Category Placement: Canadian Equity Balanced

Fund: Level 3 Total Return Opportunities Fund Class B – Lead
Category Placement: Tactical Balanced

Fund: Mackenzie Emerging Markets Local Currency Bond Index ETF (QEBL)
Category Placement: Emerging Markets Fixed Income

Fund: Mulvihill Premium Yield Fund Class F
Category Placement: North American Equity

Fund: PH&N U.S. Investment Grade Corporate Bond Trust (CAD Hedged)
Category Placement: Alternative Credit Focused

Fund: Philanthropic Social Impact Fund Series A1
Category Placement: Alternative Equity Focused

Fund: RBC Canadian Core Real Estate Fund Series F
Category Placement: Miscellaneous – Income and Real Property

Fund: Scotia Private High Yield Bond Pool Series I
Category Placement: High Yield Fixed Income

Fund: Scotia Private World Infrastructure Pool Series I
Category Placement: Global Infrastructure Equity

Fund: TD Active Global Income ETF (TGFI)
Category Placement: High Yield Fixed Income

Fund: TD Active Global Real Estate Equity ETF (TGRE)
Category Placement: Real Estate Equity

Fund: TD Active U.S. High Yield Bond ETF (TUHY)
Category Placement: High Yield Fixed Income

Fund: TD Canadian Long Term Federal Bond ETF (TCLB)
Category Placement: Canadian Long Term Fixed Income

Fund: TD Income Builder ETF (TPAY)
Category Placement: Global Fixed Income

Fund: TD Q Canadian Dividend ETF (TQCD)
Category Placement: Canadian Dividend & Income Equity

Fund: TD Q Global Dividend ETF (TQGD)
Category Placement: Global Equity

Fund: TD Q Global Multifactor ETF (TQGM)
Category Placement: Global Equity

Fund: TD Q U.S. Small-Mid-Cap Equity ETF (TQSM)
Category Placement: U.S. Small/Mid Cap Equity

Fund: TD U.S. Long Term Treasury Bond ETF (TULB)
Category Placement: Global Fixed Income

Fund: Viewpoint Global Risk Parity LP Class A
Category Placement: Alternative Multi-Strategy

Fund: VPI Dividend Growth Pool Series A
Category Placement: U.S. Equity

Oct

Results of New Fund Reviews – Oct 24, 2019

Fund: AA&A Canadian Equity Value Fund Series F
Category Placement: Canadian Equity

Fund: AA&A Canadian Fixed Income Fund Series F
Category Placement: Canadian Fixed Income

Fund: AA&A Global Equity Value Fund Series F
Category Placement: Global Equity

Fund: AA&A Global Equity Value- Registered Fund Series F
Category Placement: Global Equity

Fund: AB Canada Concentrated Global Equity Fund
Category Placement: Global Equity

Fund: AB Canada Emerging Markets Strategic Core Equity Fund
Category Placement: Emerging Markets Equity

Fund: Canada 20 plus Strips Bond Index Fund
Category Placement: Canadian Long Term Fixed Income

Fund: CDN LifePath 2060 Index Fund
Category Placement: 2035+ Target Date Portfolio

Fund: CIBC Conservative Fixed Income Pool Series A
Category Placement: Global Fixed Income

Fund: CIBC Core Fixed Income Pool Series A
Category Placement: Global Fixed Income

Fund: CIBC Core Plus Fixed Income Pool Series A
Category Placement: Global Fixed Income

Fund: Coleman Wealth Balanced Growth Fund
Category Placement: Canadian Neutral Balanced

Fund: DFS GIF – Dividend Income – Desjardins Series 3
Category Placement: Canadian Equity Balanced

Fund: DFS GIF – Global Equity – Desjardins Series 5
Category Placement: Global Equity

Fund: DFS GIF – Global Tactical Bond – Desjardins Series 5
Category Placement: High Yield Fixed Income

Fund: Evolve Dividend Stability Preferred Share Index ETF – Units (PREF)
Category Placement: Preferred Share Fixed Income

Fund: Fidelity Floating Rate High Income Currency Neutral Multi-Asset Base Fund Series O
Category Placement: Floating Rate Loan

Fund: Fidelity Global Credit ex-U.S. Currency Neutral Multi-Asset Base Fund Series O
Category Placement: Global Fixed Income

Fund: Fidelity High Income Commercial Real Estate Currency Neutral Multi-Asset Base Fund Series O
Category Placement: High Yield Fixed Income

Fund: Fidelity Insights Currency Neutral Multi-Asset Base Fund Series O
Category Placement: U.S. Equity

Fund: Fidelity International Equity Currency Neutral Investment Trust Series O
Category Placement: International Equity

Fund: Fidelity International Growth Currency Neutral Multi-Asset Base Fund Series O
Category Placement: International Equity

Fund: Fidelity U.S. Bond Currency Neutral Multi-Asset Base Fund Series O
Category Placement: Global Fixed Income

Fund: iA Global Direct Infrastructure 100% (IFM)
Category Placement: Miscellaneous – Income and Real Property

Fund: Mackenzie International Dividend Fund Series A
Category Placement: International Equity

Fund: Manchester Investments Srs PTF
Category Placement: Canadian Short Term Fixed Income

Fund: Ninepoint 2019 Short Duration Flow Through LP
Category Placement: Natural Resources Equity

Fund: NS Partners Sustainable Global Emerging Fund
Category Placement: Emerging Markets Equity

Fund: Purpose Structured Equity Yield Portfolio Series A
Category Placement: North American Equity

Fund: RBC QUBE Low Volatility Emerging Markets Equity Fund Series A
Category Placement: Emerging Markets Equity

Fund: Triasima All Country World Equity Ex-Fossil
Category Placement: Global Equity

Fund: Veritas Absolute Return Fund Series F
Category Placement: Alternative Equity Focused

Fund: Waratah Alternative Equity Income Fund Class F
Category Placement: Alternative Equity Focused

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

Fund: AGFiQ US Long/Short Dividend Income CAD-Hedged Fund – Mutual Fund Series
Category Placement: Alternative Equity Focused

Fund: AGFiQ US Market Neutral Anti-Beta CAD-Hedged ETF (QBTL)
Category Placement: Alternative Market Neutral

Fund: Auspice Managed Futures Limited Partnership
Category Placement: Alternative Other

Fund: CI MSCI World ESG Impact Fund Unhedged Class A
Category Placement: Global Equity

Fund: Coleford Equity Fund
Category Placement: North American Equity

Fund: Fidelity Canadian Short Term Corporate Bond ETF (FCSB)
Category Placement: Canadian Short Term Fixed Income

Fund: Fidelity Canadian Short Term Corporate Bond ETF Fund Series B
Category Placement: Canadian Short Term Fixed Income

Fund: Fidelity Global Core Plus Bond ETF (FCGB)
Category Placement: Global Fixed Income

Fund: Fidelity Global Core Plus Bond ETF Fund Series B
Category Placement: Global Fixed Income

Fund: Fidelity Systematic Canadian Bond Index ETF (FCCB)
Category Placement: Canadian Fixed Income

Fund: Fidelity Systematic Canadian Bond Index ETF Fund Series B
Category Placement: Canadian Fixed Income

Fund: Fidelity Systematic U.S. High Yield Bond Currency Neutral ETF (FCHH)
Category Placement: High Yield Fixed Income

Fund: Fidelity Systematic U.S. High Yield Bond Currency Neutral ETF Fund Series B
Category Placement: High Yield Fixed Income

Fund: Fidelity Systematic U.S. High Yield Bond ETF (FCHY)
Category Placement: High Yield Fixed Income

Fund: Fidelity Systematic U.S. High Yield Bond ETF Fund Series B
Category Placement: High Yield Fixed Income

Fund: First Trust Cboe Vest U.S. Equity Buffer ETF – August (Hedged Units) (AUGB.F)
Category Placement: U.S. Equity

Fund: Forsyth Private Real Estate Portfolio Series A
Category Placement: Miscellaneous – Income and Real Property

Fund: iShares Edge MSCI USA Momentum Factor Index ETF (XMTM)
Category Placement: U.S. Equity

Fund: iShares Edge MSCI USA Quality Factor Index ETF (XQLT)
Category Placement: U.S. Equity

Fund: iShares Edge MSCI USA Value Factor Index ETF (XVLU)
Category Placement: U.S. Equity

Fund: iShares S&P U.S. Small-Cap Index ETF (CAD-Hedged) (XSMH)
Category Placement: U.S. Small/Mid Cap Equity

Fund: iShares S&P U.S. Small-Cap Index ETF (XSMC)
Category Placement: U.S. Small/Mid Cap Equity

Fund: NBI Unconstrained Fixed Income ETF (NUBF)
Category Placement: Global Fixed Income

Fund: Picton Mahoney Concentrated Opportunistic Long Short Fund Class A
Category Placement: Alternative Equity Focused

Fund: Purpose Credit Opportunities Fund Series A
Category Placement: Alternative Credit Focused

Fund: Sterling Mortgage Income Fund Class C
Category Placement: Canadian Short Term Fixed Income

Fund: Strong Equity Strategy
Category Placement: North American Equity

Aug

Results of New Fund Reviews – Aug 22, 2019

Fund: CI High Interest Savings Fund Class A
Category Placement: Canadian Money Market

Fund: Desjardins fin’l Fidelity Canadian Low Volatility Equity
Category Placement: Canadian Equity

Fund: Emerge ARK AI & Big Data ETF CAD Units (EAAI)
Category Placement: Sector Equity

Fund: Emerge ARK Autonomous Tech & Robotics ETF CAD Units (EAUT)
Category Placement: Sector Equity

Fund: Emerge ARK Fintech Innovation ETF CAD Units (EAFT)
Category Placement: Sector Equity

Fund: Emerge ARK Genomics & Biotech ETF CAD Units (EAGB)
Category Placement: Sector Equity

Fund: Emerge ARK Global Disruptive Innovation ETF CAD Units (EARK)
Category Placement: Global Equity

Fund: Invesco Balanced Portfolio Series A
Category Placement: Global Neutral Balanced

Fund: Invesco Conservative Portfolio Series A
Category Placement: Global Fixed Income Balanced

Fund: Invesco Growth Portfolio Series A
Category Placement: Global Equity Balanced

Fund: Invesco High Growth Portfolio Series A
Category Placement: Global Equity

Fund: Invesco Moderate Portfolio Series A
Category Placement: Global Neutral Balanced

Fund: Mackenzie Emerging Markets Bond Index ETF (CAD-Hedged) (QEBH)
Category Placement: Emerging Markets Fixed Income

Fund: Matco Canadian Equity Series F
Category Placement: Canadian Equity

Fund: Matco Global Equity Series A
Category Placement: Global Equity

Fund: Matco Small Cap Series F
Category Placement: Canadian Small/Mid Cap Equity

Fund: Northfront Income Fund Series N
Category Placement: Alternative Credit Focused

Fund: TD Private Debt
Category Placement: Alternative Other

Jul

Results of New Fund Reviews – July 25, 2019

Fund: 3iQ Bitcoin Trust
Category Placement: Alternative Other

Fund: AGF American Growth Fund Mutual Fund Series
Category Placement: U.S. Equity

Fund: BGICL LifePath 2060 Index Fund (QJO)
Category Placement: 2035+ Target Date Portfolio

Fund: BT Global Growth Fund LP Class B
Category Placement: Alternative Equity Focused

Fund: CI First Asset Global Asset Allocation ETF (CGAA)
Category Placement: Tactical Balanced

Fund: CI First Asset MSCI World ESG Impact ETF (CESG)
Category Placement: Global Equity

Fund: Counsel Canadian Core Fixed Income Series O
Category Placement: Canadian Fixed Income

Fund: Counsel Defensive Global Equity Series O
Category Placement: Global Equity

Fund: Counsel Global Low Volatility Equity Series O
Category Placement: Global Equity

Fund: Counsel North American High Yield
Category Placement: High Yield Fixed Income

Fund: Desjardins SocieTerra Global Bond Fund I-Class
Category Placement: Global Fixed Income

Fund: Digital Consumer Dividend Fund
Category Placement: Sector Equity

Fund: Fidelity Canadian Systematic Equity
Category Placement: Canadian Equity

Fund: Fidelity IG Canadian Equity Pool Series P
Category Placement: Canadian Focused Equity

Fund: Franklin Liberty Core Plus Bond ETF (FLCP)
Category Placement: Canadian Fixed Income

Fund: Franklin Liberty Short Duration Bond ETF (FLSD)
Category Placement: Canadian Short Term Fixed Income

Fund: Horizons Growth TRI ETF Portfolio (HGRO)
Category Placement: Global Equity

Fund: IG PIMCO Global Bond Fund Series U
Category Placement: Global Fixed Income

Fund: iShares Core Conservative Balanced ETF Portfolio (XCNS)
Category Placement: Global Neutral Balanced

Fund: iShares Core Equity ETF Portfolio (XEQT)
Category Placement: Global Equity

Fund: iShares Core Income Balanced ETF Portfolio (XINC)
Category Placement: Global Fixed Income Balanced

Fund: Mackenzie Anti-Benchmark Global Investment Grad
Category Placement: Global Fixed Income

Fund: Mackenzie International Quantitative Large Cap Series R
Category Placement: International Equity

Fund: Mackenzie International Quantitative Small Cap Series R
Category Placement: Global Small/Mid Cap Equity

Fund: Manulife Global Core Plus Bond Fund Advisor Series
Category Placement: Global Fixed Income

Fund: NEI Balanced Private Portfolio Series W
Category Placement: Global Neutral Balanced

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

Fund: SmartBe Global Value Momentum Trend Index ETF (SBEA)
Category Placement: Alternative Strategies

Fund: Springfield Global Equity Pool
Category Placement: Alternative Strategies

Fund: Steadyhand Builders Fund
Category Placement: Global Equity

Fund: Steadyhand Global Small-Cap Equity Fund
Category Placement: Global Small/Mid Cap Equity

Fund: TD Emerald Low Vol U.S. Eq Pld Fd Tr
Category Placement: U.S. Equity

Fund: Vanguard All-Equity ETF Portfolio (VEQT)
Category Placement: Global Equity

Fund: Vanguard Conservative Income ETF Portfolio (VCIP)
Category Placement: Global Fixed Income Balanced

Fund: Vertex Liquid Alternative Fund
Category Placement: Alternative Strategies

Fund: Vertex Liquid Alternative Fund Plus
Category Placement: Alternative Strategies

Fund: Westbridge Capital Partners Income Trust
Category Placement: Alternative Strategies

Jan

Results of New Fund Reviews – Jan 24, 2019

Fund: Bloom Canada Dividend Fund
Category Placement: Canadian Dividend & Income Equity

Fund: Caldwell ICM Market Strategy Trust
Category Placement: Alternative Strategies

Fund: Caldwell North American Equity Strategy
Category Placement: Alternative Strategies

Fund: Cardinal Canadian Equity Pool
Category Placement: Canadian Equity

Fund: Cardinal Foreign Equity Pool
Category Placement: Global Equity

Fund: CI Mosaic Balanced ETF Portfolio
Category Placement: Global Neutral Balanced

Fund: CI Mosaic Balanced Growth ETF Portfolio
Category Placement: Global Equity Balanced

Fund: CI Mosaic Balanced Income ETF Portfolio
Category Placement: Global Fixed Income Balanced

Fund: CI Mosaic Growth ETF Portfolio
Category Placement: Global Equity

Fund: CI Mosaic Income ETF Portfolio
Category Placement: Global Fixed Income Balanced

Fund: CIBC Active Investment Grade Corporate Bond ETF (CACB)
Category Placement: Canadian Corporate Fixed Income

Fund: CIBC Active Investment Grade Floating Rate Bond ETF (CAFR)
Category Placement: Canadian Short Term Fixed Income

Fund: CIBC Multifactor Canadian Equity ETF (CMCE)
Category Placement: Canadian Equity

Fund: CIBC Multifactor U.S. Equity ETF (CAD-Hedged) (CMUE.F)
Category Placement: U.S. Equity

Fund: CIBC Multifactor U.S. Equity ETF (CMUE)
Category Placement: U.S. Equity

Fund: Desjardins Alt Long/Short Equity Market Neutral ETF (DANC)
Category Placement: Alternative Strategies

Fund: Desjardins fin’l BR® 20+ Strip Bond Idx
Category Placement: Canadian Long Term Fixed Income

Fund: Desjardins fin’l PH&N LifeTime 2055
Category Placement: 2035+ Target Date Portfolio

Fund: DFS DGIA Money Market Fund
Category Placement: Canadian Money Market

Fund: Fidelity Canadian High Quality Index ETF (FCCQ)
Category Placement: Canadian Equity

Fund: Fidelity Canadian High Quality Index ETF Fund
Category Placement: Canadian Equity

Fund: Fidelity Canadian Low Volatility Index ETF (FCCL)
Category Placement: Canadian Equity

Fund: Fidelity Canadian Low Volatility Index ETF Fund
Category Placement: Canadian Equity

Fund: Fidelity CanAm Opportunities Class
Category Placement: North American Equity

Fund: Fidelity CanAm Opportunities Currency Neutral Class
Category Placement: North American Equity

Fund: Fidelity Emerging Markets Local Currency Debt Investment Trust
Category Placement: Emerging Markets Fixed Income

Fund: Fidelity Global Credit Ex U.S. Investment Trust
Category Placement: Global Fixed Income

Fund: Fidelity International High Quality Index ETF (FCIQ)
Category Placement: International Equity

Fund: Fidelity International High Quality Index ETF Fund
Category Placement: International Equity

Fund: Fidelity International Low Volatility Index ETF (FCIL)
Category Placement: International Equity

Fund: Fidelity International Low Volatility Index ETF Fund
Category Placement: International Equity

Fund: Fidelity U.S. High Quality Currency Neutral Index ETF (FCQH)
Category Placement: U.S. Equity

Fund: Fidelity U.S. High Quality Currency Neutral Index ETF Fund
Category Placement: U.S. Equity

Fund: Fidelity U.S. High Quality Index ETF (FCUQ)
Category Placement: U.S. Equity

Fund: Fidelity U.S. High Quality Index ETF Fund
Category Placement: U.S. Equity

Fund: Fidelity U.S. Low Volatility Currency Neutral Index ETF (FCLH)
Category Placement: U.S. Equity

Fund: Fidelity U.S. Low Volatility Currency Neutral Index ETF Fund
Category Placement: U.S. Equity

Fund: Fidelity U.S. Low Volatility Index ETF (FCUL)
Category Placement: U.S. Equity

Fund: Fidelity U.S. Low Volatility Index ETF Fund
Category Placement: U.S. Equity

Fund: Galibier Opportunities Fund
Category Placement: Alternative Strategies

Fund: Harvest Equal Weight Global Utilities Income ETF (HUTL)
Category Placement: Sector Equity

Fund: Harvest Global Gold Giants Index ETF (HGGG)
Category Placement: Precious Metals Equity

Fund: Horizons Equal Weight Canada REIT Index ETF (HCRE)
Category Placement: Real Estate Equity

Fund: Horizons Laddered Canadian Preferred Share Index ETF (HLPR)
Category Placement: Preferred Share Fixed Income

Fund: Jarislowsky, Fraser Long Term Bond
Category Placement: Canadian Long Term Fixed Income

Fund: Kingwest Canadian Equity
Category Placement: Canadian Equity

Fund: Kingwest US Equity
Category Placement: U.S. Equity

Fund: Lysander-Slater Preferred Share ActivETF
Category Placement: Preferred Share Fixed Income

Fund: Munro Global Growth Equity Fund
Category Placement: Global Equity

Fund: NBI Active Canadian Preferred Shares ETF (NPRF)
Category Placement: Preferred Share Fixed Income

Fund: NBI Canadian Family Business ETF (NFAM)
Category Placement: Canadian Equity

Fund: NBI Global Real Assets Income ETF (NREA)
Category Placement: Global Infrastructure Equity

Fund: NBI Liquid Alternatives ETF (NALT)
Category Placement: Alternative Strategies

Fund: PIMCO Global Short Maturity Fund (Canada)
Category Placement: Global Fixed Income

Fund: PIMCO Low Duration Monthly Income Fund (Canada)
Category Placement: Global Fixed Income

Fund: Triasima Canadian Equity Fund
Category Placement: Canadian Equity