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:
2020
Dec
Results of New Fund Reviews – Dec 17, 2020
| Fund: | Access Balanced Income Fund Series A |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Addenda Impact Fixed Income PF |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Auspice One Fund LP Class A |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | BCV Fixed Income Fund Class B |
| Category Placement: | Canadian Fixed Income |
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| Fund: | BCV North American Equity Fund Class B |
| Category Placement: | North American Equity |
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| Fund: | BlackRock CDN LifePath 2060 Index Fund |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | BMO ESG High Yield US Corporate Bond Index ETF (ESGH) |
| Category Placement: | High Yield Fixed Income |
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| Fund: | BMO Private Sustainable Opportunities Canadian Equity Fund Series O |
| Category Placement: | Canadian Equity |
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| Fund: | Canada Life Risk Reduction Pool Series R |
| Category Placement: | Global Equity |
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| Fund: | Cymbria Corp Class A Shares |
| Category Placement: | Global Equity |
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| Fund: | Fidelity Canadian Core Equity Fund Series Q |
| Category Placement: | Canadian Equity |
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| Fund: | Fidelity U.S. Core Equity Fund Series Q |
| Category Placement: | U.S. Equity |
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| Fund: | First Avenue Dividend Growers Fund Series I |
| Category Placement: | Global Equity |
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| Fund: | First Avenue Growth Fund Series I |
| Category Placement: | North American Equity |
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| Fund: | First Avenue Momentum Fund Series I |
| Category Placement: | North American Equity |
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| Fund: | Globevest Capital Real Estate Fund Series F |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Horizons Tactical Absolute Return Bond ETF (HARB) |
| Category Placement: | Alternative Credit Focused |
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| Fund: | HSBC International Equity Index Fund Investor Series |
| Category Placement: | International Equity |
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| Fund: | La Capitale American Equity Small-Mid Cap (AGF) |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Relevance Diversified Credit Fund Series A |
| Category Placement: | Global Fixed Income |
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| Fund: | The Ether Fund Class A |
| Category Placement: | Alternative Other |
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Nov
Results of New Fund Reviews – Nov 26, 2020
| Fund: | BlueBay Global Alternative Bond Fund (Canada) Series A |
| Category Placement: | Alternative Credit Focused |
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| Fund: | Brendan Wood TopGun Long Fund Series A |
| Category Placement: | Global Equity |
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| Fund: | Brendan Wood TopGun Technology and Media Fund Series A |
| Category Placement: | Sector Equity |
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| Fund: | Bridgeport Private Equity Opportunities Fund Series A |
| Category Placement: | Alternative Other |
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| Fund: | Canada Life Risk-Managed Balanced Portfolio Q Series |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Canada Life Risk-Managed Conservative Income Portfolio Q Series |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Canada Life Risk-Managed Growth Portfolio Q Series |
| Category Placement: | Global Equity Balanced |
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| Fund: | Castlefront Global Balanced Pool Series A |
| Category Placement: | Tactical Balanced |
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| Fund: | CI LifeCycle 2060 Portfolio |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | DFS GIF – 100% Equity – Desjardins SocieTerra Series 5 |
| Category Placement: | Global Equity |
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| Fund: | DFS GIF – 100% Equity – Desjardins Wise ETF Series 5 |
| Category Placement: | Global Equity |
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| Fund: | DFS GIF – Balanced – Desjardins Wise ETF Series 5 |
| Category Placement: | Global Neutral Balanced |
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| Fund: | DFS GIF – Canadian Equity – Desjardins Series IGP |
| Category Placement: | Canadian Equity |
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| Fund: | DFS GIF – Conservative – Desjardins Wise ETF Series 5 |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | DFS GIF – Fixed Income – Desjardins Wise ETF Series 5 |
| Category Placement: | Global Fixed Income |
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| Fund: | DFS GIF – Growth – Desjardins Wise ETF Series 5 |
| Category Placement: | Global Neutral Balanced |
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| Fund: | DFS GIF – Maximum Growth – Desjardins Wise ETF Series 5 |
| Category Placement: | Global Equity Balanced |
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| Fund: | DFS GIF – Moderate – Desjardins SocieTerra Series 5 |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | EQB Corporate High Interest Savings Account Series A |
| Category Placement: | Canadian Money Market |
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| Fund: | EQB Personal High Interest Savings Account Series A |
| Category Placement: | Canadian Money Market |
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| Fund: | EQB USD Corporate High Interest Savings Account Series A |
| Category Placement: | U.S. Money Market |
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| Fund: | EQB USD Personal High Interest Savings Account Series A |
| Category Placement: | U.S. Money Market |
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| Fund: | ETR Corporate High Interest Savings Account Series A |
| Category Placement: | Canadian Money Market |
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| Fund: | ETR Personal High Interest Savings Account Series A |
| Category Placement: | Canadian Money Market |
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| Fund: | Franklin Mutual Global Discovery Fund II Series A |
| Category Placement: | Global Equity |
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| Fund: | Invesco Global Property Pool Series F |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | IPC Private Wealth Visio Balanced Growth Pool Series A |
| Category Placement: | Global Neutral Balanced |
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| Fund: | IPC Private Wealth Visio Balanced Pool Series A |
| Category Placement: | Global Neutral Balanced |
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| Fund: | IPC Private Wealth Visio Growth Pool Series A |
| Category Placement: | Global Equity Balanced |
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| Fund: | IPC Private Wealth Visio Income Pool Series A |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Jarislowsky, Fraser Fossil Fuel Free Balanced Fd |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Mackenzie Private Equity Replication A |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Mackenzie US Mid Cap Opportunities Currency Neutral Fund Series A |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Manulife Smart Core Bond ETF (BSKT) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Manulife Smart Corporate Bond ETF (CBND) |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | Manulife Smart Dividend ETF (CDIV) |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Manulife Smart Short-Term Bond ETF (TERM) |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Manulife Smart U.S. Dividend ETF – Hedged Units (UDIV) |
| Category Placement: | U.S. Equity |
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| Fund: | NBI Canadian Equity Income Private Portfolio |
| Category Placement: | Canadian Equity |
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| Fund: | Quintessence Wealth Elevate Enhanced Low Volatility Yield Fund – Series E |
| Category Placement: | Global Equity |
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| Fund: | Real Estate & E-Commerce Split Corp Class A Share |
| Category Placement: | Real Estate Equity |
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| Fund: | Scotia Low Carbon Canadian Fixed Income Fund Series A |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Scotia Low Carbon Global Balanced Fund Series A |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Scotia Low Carbon Global Equity Fund Series A |
| Category Placement: | Global Equity |
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| Fund: | Tangerine Balanced ETF Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Tangerine Balanced Growth ETF Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | Tangerine Equity Growth ETF Portfolio |
| Category Placement: | Global Equity |
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| Fund: | TD Morningstar ESG Canada Equity Index ETF (TMEC) |
| Category Placement: | Canadian Equity |
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| Fund: | TD Morningstar ESG International Equity Index ETF (TMEI) |
| Category Placement: | International Equity |
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| Fund: | TD Morningstar ESG U.S. Equity Index ETF (TMEU) |
| Category Placement: | U.S. Equity |
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| Fund: | Templeton International Stock Fund II Series A |
| Category Placement: | International Equity |
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Oct
Results of New Fund Reviews – Oct 22, 2020
| Fund: | AGF Global Opportunities Bond ETF (AGLB) |
| Category Placement: | Global Fixed Income |
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| Fund: | AGF Global Sustainable Growth Equity ETF (AGSG) |
| Category Placement: | Global Equity |
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| Fund: | AGFiQ Global Balanced ETF Portfolio Fund Series MF |
| Category Placement: | Global Neutral Balanced |
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| Fund: | AGFiQ Global Income ETF Portfolio Fund Series MF |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Black Diamond Distressed Opportunities Fund A |
| Category Placement: | Alternative Credit Focused |
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| Fund: | Black Diamond Global Enhanced Income Fund A |
| Category Placement: | Tactical Balanced |
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| Fund: | Black Diamond Global Equity Fund Class A |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Desjardins fin’l Low Carbon Special Ind Fund (BlackRock) |
| Category Placement: | Global Equity |
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| Fund: | Desjardins fin’l Short-Term Investment Fund (DGIA) |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Desjardins fin’l U.S. Equity Index Fund (TDAM) |
| Category Placement: | U.S. Equity |
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| Fund: | Desjardins Low Volatility Canadian Equity Fund I |
| Category Placement: | Canadian Equity |
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| Fund: | DFA Global Sustainability Core Equity Fund Class A |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Dynamic Energy Evolution Fund Series A |
| Category Placement: | Energy Equity |
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| Fund: | Fidelity Global Value Long/Short Fund Series B |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Fidelity Long/Short Alternative Fund Series B |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Fidelity Long-Term Leaders Currency Neutral Fund Series A |
| Category Placement: | Global Equity |
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| Fund: | Fidelity Long-Term Leaders Fund Series A |
| Category Placement: | Global Equity |
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| Fund: | Fidelity Market Neutral Alternative Fund Series B |
| Category Placement: | Alternative Market Neutral |
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| Fund: | Franklin Global Growth Active ETF (FGGE) |
| Category Placement: | Global Equity |
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| Fund: | Frontenac Mortgage Investment Corporation |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | GQG Partners Global Quality Equity Fund Series A |
| Category Placement: | Global Equity |
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| Fund: | GQG Partners International Quality Equity Fund Series A |
| Category Placement: | International Equity |
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| Fund: | Hamilton Canadian Bank 1.25x Leverage ETF (HCAL) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | iA Global Opportunities (Loomis Sayles) Ecoflex & My Education |
| Category Placement: | Global Equity |
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| Fund: | iA SRI Growth (Inhance) Ecoflex & My Education |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | iA SRI Moderate (Inhance) Ecoflex & My Education |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | IPC Focus Balanced Portfolio Series A |
| Category Placement: | Global Neutral Balanced |
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| Fund: | IPC Focus Conservative Portfolio Series A |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | IPC Focus Growth Portfolio Series A |
| Category Placement: | Global Equity Balanced |
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| Fund: | Mackenzie Balanced Allocation ETF (MBAL) |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Mackenzie Conservative Allocation ETF (MCON) |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Mackenzie Developed ex-North America Aggregate Bond Index ETF (CAD-Hedged) (QDXB) |
| Category Placement: | Global Fixed Income |
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| Fund: | Mackenzie Developed Markets Real Estate Index ETF (QRET) |
| Category Placement: | Real Estate Equity |
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| Fund: | Mackenzie Global Fixed Income Allocation ETF (MGAB) |
| Category Placement: | Global Fixed Income |
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| Fund: | Mackenzie Global Infrastructure Index ETF (QINF) |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | Mackenzie Global Sustainable Dividend Index ETF – CAD Units (MDVD) |
| Category Placement: | Global Equity |
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| Fund: | Mackenzie Growth Allocation ETF (MGRW) |
| Category Placement: | Global Equity Balanced |
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| Fund: | Mackenzie U.S. Aggregate Bond Index ETF (CAD-Hedged) (QUB) |
| Category Placement: | Global Fixed Income |
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| Fund: | Maxam Arbitrage Fund Class A |
| Category Placement: | Alternative Equity Focused |
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| Fund: | My All Star Fund Series A |
| Category Placement: | Alternative Other |
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| Fund: | Ninepoint Return Advantaged U.S. Equity Index Class Series A |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Purpose Structured Equity Growth Fund Series A |
| Category Placement: | Global Equity |
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| Fund: | Quintessence Wealth Enhanced Global Yield Fund Series R |
| Category Placement: | Global Fixed Income |
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| Fund: | Quintessence Wealth Enhanced Private Debt/Equity Fund Series R |
| Category Placement: | Alternative Other |
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| Fund: | Scotia Canadian Bond Index Tracker ETF (SITB) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Scotia Canadian Large Cap Equity Index Tracker ETF (SITC) |
| Category Placement: | Canadian Equity |
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| Fund: | Scotia International Equity Index Tracker ETF (SITI) |
| Category Placement: | International Equity |
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| Fund: | Scotia U.S. Equity Index Tracker ETF (SITU) |
| Category Placement: | U.S. Equity |
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| Fund: | TD Emerald Active Cndn Corp Bd Pld Tr |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | TD Emerald Active Cndn Lg Bd Pld Tr |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | TD Emerald Canadian Lg Corp Bd Pld Tr |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | TD Emerald Cndn Lg Cor Pls Bd Pld Tr |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | TD Emerald Hedged U.S. Equity Pooled Fund Trust II |
| Category Placement: | U.S. Equity |
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| Fund: | TD Emerald Long Private Debt Pld Tr |
| Category Placement: | Alternative Other |
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| Fund: | TD Emerald Lw Vol Pls All Wld Eq Pld Tr |
| Category Placement: | Global Equity |
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| Fund: | TD Emerald Private Debt Pooled Trust |
| Category Placement: | Alternative Other |
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| Fund: | TD Emerging Markets Low Volatility O |
| Category Placement: | Emerging Markets Equity |
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| Fund: | TD Greystone 2060 Target Date Plus Fund |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | TD Greystone Balanced Plus |
| Category Placement: | Global Neutral Balanced |
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| Fund: | TD Greystone Global Real Estate L.P. |
| Category Placement: | Miscellaneous – Income and real property |
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| Fund: | TD Greystone Infrastructure (Cnd) L.P. |
| Category Placement: | Miscellaneous – Income and real property |
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| Fund: | Vancouver Development Opportunity Trust Series A |
| Category Placement: | Miscellaneous – Income and Real Property |
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Sep
Results of New Fund Reviews – Sep 24, 2020
| Fund: | Canada Life American Equity Fund (Beutel Goodman) Q Series |
| Category Placement: | U.S. Equity |
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| Fund: | Canada Life Balanced Fund (Beutel Goodman) Q Series |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Canada Life Canadian Balanced Fund Q Series |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Canada Life Canadian Fixed Income Balanced Fund Q Series |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Canada Life Equity/Bond Fund (GLC) Q Series |
| Category Placement: | Tactical Balanced |
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| Fund: | Canada Life Global Focused Growth Balanced Fund Q Series |
| Category Placement: | Global Equity Balanced |
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| Fund: | Canada Life Global Founders Fund (Beutel Goodman) Q Series |
| Category Placement: | Global Equity |
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| Fund: | Canada Life Global Growth Balanced Fund (T. Rowe Price) Q Series |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Canada Life Global Growth Equity Fund (T. Rowe Price) Q Series |
| Category Placement: | Global Equity |
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| Fund: | Canada Life Global Multi-Sector Bond Fund (T. Rowe Price) Q Series |
| Category Placement: | Global Fixed Income |
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| Fund: | Canada Life Global Small-Mid Cap Growth Fund Q Series |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Canada Life Global Value Balanced Fund (Beutel Goodman) Q Series |
| Category Placement: | Global Equity Balanced |
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| Fund: | Canada Life International Opportunity Fund (JPMorgan) Q Series |
| Category Placement: | International Equity |
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| Fund: | Canada Life Science & Technology Fund (London Capital) Q Series |
| Category Placement: | Sector Equity |
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| Fund: | Canada Life Tactical Bond Fund (Portico) Q Series |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Canada Life Unconstrained Fixed Income Fund Q Series |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Canada Life US Equity Fund (London Capital) Q Series |
| Category Placement: | U.S. Equity |
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| Fund: | Canada Life US Mid Cap Opportunities Fund Q Series |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | CRIMSON Capital Growth Fund LP Class A |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Evolve Future Leadership Fund Hedged ETF Units (LEAD) |
| Category Placement: | Global Equity |
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| Fund: | Evolve Gold Miners Fund (GLC) – ETF Shares (GLC) |
| Category Placement: | Precious Metals Equity |
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| Fund: | GreenWise Balanced Portfolio A |
| Category Placement: | Global Neutral Balanced |
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| Fund: | GreenWise Conservative Portfolio A |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | GreenWise Growth Portfolio A |
| Category Placement: | Global Equity Balanced |
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| Fund: | iA Canadian Disciplined Equity (iAIM) Ecoflextra GS |
| Category Placement: | Canadian Equity |
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| Fund: | iA Canadian Disciplined Equity (iAIM) Hybrid SRP Other |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | iA Discipline Balanced (iAIM) Ecoflextra GS |
| Category Placement: | Global Neutral Balanced |
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| Fund: | iA Disciplined Bond (iAIM) Ecoflextra GS |
| Category Placement: | Canadian Fixed Income |
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| Fund: | iA Disciplined Growth (iAIM) Ecoflextra GS |
| Category Placement: | Global Equity Balanced |
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| Fund: | iA Disciplined Moderate (iAIM) Ecoflextra GS |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | iA Disciplined Prudent (iAIM) Ecoflextra GS |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | iA Global Disciplined Equity (iAIM) Ecoflextra GS |
| Category Placement: | Global Equity |
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| Fund: | iA Global Disciplined Equity (iAIM) Hybrid SRP Other |
| Category Placement: | Global Equity Balanced |
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| Fund: | iA International Disciplined Equity (iAIM) Ecoflextra GS |
| Category Placement: | International Equity |
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| Fund: | iA U.S. Disciplined Equity (iAIM) Ecoflextra GS |
| Category Placement: | U.S. Equity |
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| Fund: | iA U.S. Disciplined Equity (iAIM) Hybrid SRP Other |
| Category Placement: | Global Equity Balanced |
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| Fund: | Invesco S&P/TSX Composite ESG Index ETF (ESGC) |
| Category Placement: | Canadian Equity |
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| Fund: | iShares ESG Balanced ETF Portfolio (GBAL) |
| Category Placement: | Global Neutral Balanced |
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| Fund: | iShares ESG Conservative Balanced ETF Portfolio (GCNS) |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | iShares ESG Equity ETF Portfolio (GEQT) |
| Category Placement: | Global Equity |
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| Fund: | iShares ESG Growth ETF Portfolio (GGRO) |
| Category Placement: | Global Equity Balanced |
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| Fund: | Ninepoint 2020 Short Duration Flow-Through LP Series A |
| Category Placement: | Natural Resources Equity |
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| Fund: | Pier 21 International Equity Pool |
| Category Placement: | International Equity |
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| Fund: | Rally Total Impact Fund Series A |
| Category Placement: | Global Equity Balanced |
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| Fund: | RBC Target 2026 Corporate Bond Index ETF (RQO) |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | RBC Target 2027 Corporate Bond Index ETF (RQP) |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | Tall Oak Capital Appreciation |
| Category Placement: | North American Equity |
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| Fund: | TD North American Sustainability Balanced Fund Investor Series |
| Category Placement: | Global Neutral Balanced |
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| Fund: | TD North American Sustainability Equity Fund Investor Series |
| Category Placement: | North American Equity |
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| Fund: | UBS (Canada) Global Merger Arbitrage Fund Series A |
| Category Placement: | Alternative Other |
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| Fund: | Vanguard Retirement Income ETF Portfolio (VRIF) |
| Category Placement: | Global Neutral Balanced |
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Aug
Results of New Fund Reviews – Aug 27, 2020
| Fund: | BMO Sustainable Balanced Portfolio Series A |
| Category Placement: | Global Neutral Balanced |
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| Fund: | BMO Sustainable Conservative Portfolio Series A |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | BMO Sustainable Growth Portfolio Series A |
| Category Placement: | Global Equity Balanced |
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| Fund: | BMO Sustainable Income Portfolio Series A |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | FGP Core Plus Bond Fund Class D |
| Category Placement: | Canadian Fixed Income |
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| Fund: | FGP Preferred Share Fund Class D |
| Category Placement: | Preferred Share Fixed Income |
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| Fund: | FGP Private International Equity Fund Class D |
| Category Placement: | International Equity |
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| Fund: | Forstrong Global Balanced Fund |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Forstrong Global Growth Fund |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Forstrong Global Income Fund |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Horizons Emerging Markets Equity Index ETF C$ (HXEM) |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | KAI Core Listed Equity Pool Class O |
| Category Placement: | North American Equity |
|
|
|
| Fund: | Lawrence Park Enhanced Preferred Fund Series BD – September 2020 |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | LionGuard Canadian Small Cap Equities Fund |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | LionGuard Conservative Fund |
| Category Placement: | Alternative Market Neutral |
|
|
|
| Fund: | PH&N Short Core Plus Bond Fund O |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Sustainable Innovation & Health Dividend Fund |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | TD One-Click Aggressive ETF Portfolio (TOCA) |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | TD One-Click Conservative ETF Portfolio (TOCC) |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | TD One-Click Moderate ETF Portfolio (TOCM) |
| Category Placement: | Global Neutral Balanced |
|
|
|
Jul
Results of New Fund Reviews – July 23, 2020
| Fund: | Canoe Preferred Share Portfolio Class Series A |
| Category Placement: | Preferred Share Fixed Income |
|
|
|
| Fund: | Cerulean Private Equity Access Fund Series M U$ |
| Category Placement: | Alternative Other |
|
|
|
| Fund: | CIBC Global Growth ETF (CGLO) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | CIBC International Equity ETF (CINT) |
| Category Placement: | International Equity |
|
|
|
| Fund: | Coleman Wealth High Income Fund |
| Category Placement: | International Equity |
|
|
|
| Fund: | Desjardins Alt Long/Short Equity Market Neutral ETF Fund A |
| Category Placement: | Alternative Market Neutral |
|
|
|
| Fund: | Guardian Directed Equity Path ETF Hedged (GDEP) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Guardian Directed Premium Yield ETF Hedged (GDPY) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Guardian i3 Global Quality Growth ETF Hedged (GIQG) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Guardian i3 Global REIT ETF Hedged (GIGR) |
| Category Placement: | Real Estate Equity |
|
|
|
| Fund: | Guardian i3 US Quality Growth ETF Hedged (GIQU) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Horizons ReSolve Adaptive Asset Allocation ETF (HRAA) |
| Category Placement: | Alternative Multi-Strategy |
|
|
|
| Fund: | Horizons USD Cash Maximizer ETF (HSUV.U) |
| Category Placement: | U.S. Money Market |
|
|
|
| Fund: | IA Clarington Loomis Global Multisector Bond Fund Series A |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | IA Wealth Core Bond Pool Series A |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | IA Wealth Enhanced Bond Pool Series B |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | iProfile ETF Private Pool Series P |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Lazard International Compounders Fund Series A |
| Category Placement: | International Equity |
|
|
|
| Fund: | NEI Global Impact Bond Fund A |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Phillips, Hager & North LifeTime 2060 Fund Series F |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | Picton Mahoney Fortified Long Short Alternative Fund Class A |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | RBC Global All-Equity GIP Invest Series |
| Category Placement: | Global Equity |
|
|
|
| Fund: | RBC Global Balanced GIP Invest Series |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | RBC Global Conservative GIP Invest Series |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | RBC Global Growth GIP Invest Series |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | RBC QUBE Low Volatility Global Equity GIF Invest Series |
| Category Placement: | Global Equity |
|
|
|
| Fund: | RBC QUBE Low Volatility US Equity GIF InvestSeries |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | RBC Retirement 2055 Portfolio Series A |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | RBC Retirement 2060 Portfolio Series A |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | TD Canadian Equity Pool W-Series |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | VPI Corporate Bond Pool Series A |
| Category Placement: | Global Corporate Fixed Income |
|
|
|
| Fund: | VPI Global Equity Pool – Series O |
| Category Placement: | Global Equity |
|
|
|
| Fund: | XIB Fund Class A |
| Category Placement: | Alternative Multi-Strategy |
|
|
|
Jun
Results of New Fund Reviews – June 25, 2020
| Fund: | Arrow EC Income Advantage Alternative Fund Series A |
| Category Placement: | Alternative Credit Focused |
|
|
|
| Fund: | Canada Life Canadian Dividend Fund (Laketon) Q Series |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | Canada Life Canadian Equity Fund (Beutel Goodman) Q Series |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Canada Life Canadian Low Volatility Fund (London Capital) Q Series |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Canada Life Canadian Value Fund (FGP) Q Series |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Canada Life North American Specialty Fund Q Series |
| Category Placement: | North American Equity |
|
|
|
| Fund: | CI Global Longevity Economy Fund Series A |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Fidelity Canadian Government Long Bond Index Multi-Asset Base Fund O C$ |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | Fidelity Canadian Momentum Index ETF (FCCM) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Fidelity Canadian Value Index ETF (FCCV) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Fidelity Global Investment Grade Bond ETF (FCIG) (FCIG) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Fidelity Global Investment Grade Bond ETF Fund B C$ |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Fidelity International Momentum Index ETF (FCIM) |
| Category Placement: | International Equity |
|
|
|
| Fund: | Fidelity International Value Index ETF (FCIV) |
| Category Placement: | International Equity |
|
|
|
| Fund: | Fidelity U.S. Momentum Currency Neutral Index ETF (FCMH) (FCMH) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Fidelity U.S. Momentum Index ETF (FCMO) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Fidelity U.S. Value Currency Neutral Index ETF (FCVH) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Fidelity U.S. Value Index ETF (FCUV) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Hamilton Australian Bank Equal-Weight Index ETF (HBA) |
| Category Placement: | Financial Services Equity |
|
|
|
| Fund: | Hamilton Canadian Bank Mean Reversion Index ETF (HCA) |
| Category Placement: | Financial Services Equity |
|
|
|
| Fund: | Hamilton Financials Innovation ETF (HFT) |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | Hamilton Global Financials ETF (HFG) |
| Category Placement: | Financial Services Equity |
|
|
|
| Fund: | Hamilton U.S. Mid/Small-Cap Financials ETF (HUM) |
| Category Placement: | Financial Services Equity |
|
|
|
| Fund: | iProfile Portfolio – Global Equity Balanced Series TI |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | iProfile Portfolio – Global Equity Series I |
| Category Placement: | Global Equity |
|
|
|
| Fund: | iProfile Portfolio – Global Fixed Income Balanced Series I |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | iProfile Portfolio – Global Neutral Balanced Series I |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Leith Wheeler Passive US Equity Fund Series A |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Lysander-Canso Credit Opportunities Fund Series A |
| Category Placement: | Alternative Credit Focused |
|
|
|
| Fund: | Mackenzie Alternative Enhanced Yield Fund Series A |
| Category Placement: | Alternative Credit Focused |
|
|
|
| Fund: | Mackenzie US Mid Cap Opportunities Fund Series A |
| Category Placement: | U.S. Small/Mid Cap Equity |
|
|
|
| Fund: | Marret Diversified Opportunities Fund Class F |
| Category Placement: | Alternative Credit Focused |
|
|
|
| Fund: | Mawer EAFE Large Cap Fund Series A |
| Category Placement: | International Equity |
|
|
|
| Fund: | Rally Global Equities Impact Fund Series A |
| Category Placement: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | RBC China Equity Fund Series A |
| Category Placement: | Greater China Equity |
|
|
|
| Fund: | Structured Payoff Strategies Pooled Fund |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Sun Core Advantage Credit Private Pool |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Sun Global Dividend Private Pool |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Sun Global Tactical Yield Private Pool |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | VCIM Short Duration Bond Fund Series O |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Wealthsimple Developed Markets ex North America Socially Responsible Index ETF (WSRD) |
| Category Placement: | International Equity |
|
|
|
| Fund: | Wealthsimple North America Socially Responsible Index ETF (WSRI) |
| Category Placement: | North American Equity |
|
|
|
May
Results of New Fund Reviews – May 29, 2020
| Fund: | BMO Concentrated Global Balanced GIF 100/100 Class A |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | BMO Concentrated Global Equity GIF 75/100 Class A |
| Category Placement: | Global Equity |
|
|
|
| Fund: | BMO Low Volatility U.S. Equity ETF Fund Series A |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | BMO Principle Balanced Portfolio Series A |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | BMO Principle Conservative Portfolio Series A |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | BMO Principle Growth Portfolio Series A |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | BMO Principle Income Portfolio Series A |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | BMO Sustainable Opportunities Canadian Equity Fund Series A |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | BMO Target Education 2040 Portfolio Series A |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | BMO USD Balanced ETF Portfolio Series A |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | BMO USD Conservative ETF Portfolio Series A |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | BMO USD Income ETF Portfolio Series A |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Brompton Global Real Assets Dividend ETF – CAD Units (BREA) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Brompton North American Low Volatility Dividend ETF – CAD Units (BLOV) |
| Category Placement: | North American Equity |
|
|
|
| Fund: | CAN Gbl Bal Port (FID) 75/75 |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | CAN Gbl Equity (CG) 75/75 |
| Category Placement: | Global Equity |
|
|
|
| Fund: | CAN Gbl Founders (BG) 75/75 |
| Category Placement: | Global Equity |
|
|
|
| Fund: | CAN Gbl Growth Bal (MAC) 75/75 |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | CAN Gbl Growth Eq (TRP) 75/75 |
| Category Placement: | Global Equity |
|
|
|
| Fund: | CAN Gbl Grth Bal (TRP) 75/75 |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | CAN Gbl Income Por (FID) 75/75 |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | CAN Gbl Mult-Sec B (TRP) 75/75 |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | CAN Gbl Value Bal (BG) 75/75 |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Capital Group Monthly Income Portfolio (Canada) Series A |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | CI Global Infrastructure Private Pool Series A |
| Category Placement: | Global Infrastructure Equity |
|
|
|
| Fund: | CI Global Real Asset Private Pool Series A |
| Category Placement: | Global Equity |
|
|
|
| Fund: | CI Global REIT Private Pool Series A |
| Category Placement: | Real Estate Equity |
|
|
|
| Fund: | CI Marret Alternative Enhanced Yield Fund Series A |
| Category Placement: | Alternative Credit Focused |
|
|
|
| Fund: | Desjardins RI Developed ex-USA ex-Canada Low CO2 Index ETF (DRMD) |
| Category Placement: | International Equity |
|
|
|
| Fund: | Desjardins RI Emerging Markets Low CO2 Index ETF (DRME) |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | EdgePoint Income Portfolio Series A |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | First Trust Cboe Vest U.S. Equity Buffer ETF – May Hedged Units (MAYB.F) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Franklin Global Aggregate Bond Fund Series A |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | iA Canadian Bond Index (BlackRock) |
| Category Placement: | Canadian Fixed income |
|
|
|
| Fund: | iA Canadian Equity Index (BlackRock) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | iA Fidelity ClearPath 2060 |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | iA Global Equity (PH&N) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | iA U.S. Equity Index (C$-Hedged) (BlackRock) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Manulife Canadian Equity Class GIF Select Original 75 Series |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Manulife Fundamental Balanced Class GIF Select Original 75 Series |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Manulife Mawer U.S. Equity Private Segregated Pool – MPIP Segregated Pools (FE, NL) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Pembroke Concentrated Fund Class A Units |
| Category Placement: | U.S. Small/Mid Cap Equity |
|
|
|
| Fund: | TD Active Global Equity Growth ETF (TGGR) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | TD Active Global Infrastructure Equity ETF (TINF) |
| Category Placement: | Global Infrastructure Equity |
|
|
|
| Fund: | TD Active U.S. Enhanced Dividend ETF (TUED) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | TD Q Canadian Low Volatility ETF (TCLV) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | TD Q U.S. Low Volatility ETF (TULV) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Vision Market Neutral Alternative Fund Class A |
| Category Placement: | Alternative Market Neutral |
|
|
|
Apr
Results of New Fund Reviews – Apr 23, 2020
| Fund: | Accelerate Arbitrage Fund (ARB) |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | BonaVista Balanced Fund Series O |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | BonaVista Canadian Equity Fund Series O |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | BonaVista Private Balanced Fund Series O |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Bradford Street Global Value Fund Series A |
| Category Placement: | Global Equity |
|
|
|
| Fund: | CanFirst IncomePlus Real Estate Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | Canoe Defensive Global Balanced Fund Series A |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | CC&L Q Global Small Cap |
| Category Placement: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | CC&L Q International Small Cap |
| Category Placement: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | Chorus II 100% Equity Growth Portfolio A |
| Category Placement: | Global Equity |
|
|
|
| Fund: | CI DoubleLine Core Plus Fixed Income US$ Fund Series AC$ |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | CI DoubleLine Income US$ Fund Series A C$ |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | CI DoubleLine Total Return Bond US$ Fund Series A C$ |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Equiton Residential Income Fund Trust Class A |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | Foundation Wealth Diversifier Pool Class F |
| Category Placement: | Miscellaneous – Other |
|
|
|
| Fund: | Foundation Wealth Equity Pool Class F |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Foundation Wealth Income Pool Class F |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Global Alpha International Micro Cap |
| Category Placement: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | HSBC Canadian Short/Mid Bond Fund Investor Series |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | iA Canadian Equity (Fiera Capital) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | iShares ESG Advanced MSCI Canada Index ETF (XCSR) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | iShares ESG Advanced MSCI EAFE Index ETF (XDSR) |
| Category Placement: | International Equity |
|
|
|
| Fund: | iShares ESG Advanced MSCI USA Index ETF (XUSR) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Ninepoint 2020 Flow-Through National Class Limited Partnership Series A |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | Ninepoint 2020 Flow-Through Quebec Class Limited Partnership Series A |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | Ninepoint FX Strategy Fund Series A units |
| Category Placement: | Alternative Other |
|
|
|
| Fund: | NS Partners Global Equity |
| Category Placement: | Global Equity |
|
|
|
| Fund: | NS Partners Global Equity Focused |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Portland Energy Opportunities Alternative Fund Series A |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Portland North American Alternative Fund Series A |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Purpose Structured Equity Yield Portfolio II Class A |
| Category Placement: | North American Equity |
|
|
|
| Fund: | RBC Canadian Preferred Share Fund Series O |
| Category Placement: | Preferred Share Fixed Income |
|
|
|
| Fund: | SocieTerra Moderate Portfolio A |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
Mar
Results of New Fund Reviews – Mar 26, 2020
| Fund: | Anson North Star Trust Class F |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Compass Alternative Asset Fund Series C |
| Category Placement: | Alternative Other |
|
|
|
| Fund: | Compass Equity Fund Series C |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Compass Income Fund Series C |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Corton Global Timber Fund II Series A |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | Davinci Capital Alternative Income Fund Class F |
| Category Placement: | Alternative Other |
|
|
|
| Fund: | Dynamic Retirement Income+ Fund Series A |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | EdgePoint Go West Portfolio Series W |
| Category Placement: | Energy Equity |
|
|
|
| Fund: | EdgePoint Variable Income Portfolio Series PF |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | First Avenue Momentum Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | First Trust Cboe Vest U.S. Equity Buffer ETF – February Units (FEBB) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Invesco S&P 500 ESG Index ETF (ESG) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | KiWi Private Credit Fund LP Class I |
| Category Placement: | Alternative Other |
|
|
|
| Fund: | Mackenzie Global Small-Mid Cap Fund Series A |
| Category Placement: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | Pacifica Partners Tactical Balanced Pool |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | RBC Vision QUBE Fossil Fuel Free Low Vol Cdn Eqty Fd O |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Sustainable Infrastructure Dividend Fund |
| Category Placement: | Global Infrastructure Equity |
|
|
|
| Fund: | T. Rowe Price Global Focused Growth Equity Pool |
| Category Placement: | Global Equity |
|
|
|
| Fund: | VPI Global Dividend Growth Pool – Series O |
| Category Placement: | Global Equity |
|
|
|
Feb
Results of New Fund Reviews – Feb 27, 2020
| Fund: | 1832 AM Investment Grade Canadian Corporate Bond Pool Series I |
| Category Placement: | Canadian Corporate Fixed Income |
|
|
|
| Fund: | Desjardins fin’l BlackRock LifePath 2060 Index |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | Desjardins fin’l Fidelity PassageMD 2060 |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | Desjardins SocieTerra Diversity Fund A-Class units |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Dynamic Active Global Infrastructure ETF (DXN) |
| Category Placement: | Global Infrastructure Equity |
|
|
|
| Fund: | Dynamic Active International Dividend ETF (DXW) |
| Category Placement: | International Equity |
|
|
|
| Fund: | Fidelity Absolute Return Fund Series B |
| Category Placement: | Alternative Multi-Strategy |
|
|
|
| Fund: | Fidelity Blue Chip Growth Institutional Trust |
| Category Placement: | US Equity |
|
|
|
| Fund: | Fidelity Canadian Corporate Bond Institutional Trust |
| Category Placement: | Canadian Corporate Fixed Income |
|
|
|
| Fund: | Fidelity Canadian Government Bond Index Institutional Trust |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Fidelity Large Cap Stock Institutional Trust |
| Category Placement: | US Equity |
|
|
|
| Fund: | Fidelity U.S. Small/Mid Cap Core Institutional Trust |
| Category Placement: | US Small/Mid Cap Equity |
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| Fund: | Fidelity Value Discovery Institutional Trust |
| Category Placement: | US Equity |
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| Fund: | Fieldhouse Oasis Growth Fund Class B |
| Category Placement: | North American Equity |
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| Fund: | First Trust Cboe Vest U.S. Equity Buffer ETF – November Hedged Units (NOVB.F) |
| Category Placement: | U.S. Equity |
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| Fund: | First Trust Cboe Vest U.S. Equity Deep Buffer ETF – February Units (FEBU) |
| Category Placement: | U.S. Equity |
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| Fund: | GBC Corporate Bond Fund |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | GBC Global Balanced Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | Horizons Cash Maximizer ETF (HSAV) |
| Category Placement: | Canadian Money Market |
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| Fund: | Horizons S&P/TSX Capped Composite Index ETF (HXCN) |
| Category Placement: | Canadian Equity |
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| Fund: | Horizons US Large Cap Index ETF (HULC) |
| Category Placement: | U.S. Equity |
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| Fund: | Jarislowsky, Fraser Fossil Fuel Free Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Jarislowsky, Fraser Fossil Fuel Free Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | Jarislowsky, Fraser Fossil Fuel Free Global Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | London Life BlackRock LifePath 2060 |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | London Life Canadian Core Plus Bond (Fidelity) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | London Life Canadian Core Plus Bond (Leith Wheeler) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | London Life Canadian Core Plus Bond (Phillips, Hager & North) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | London Life Core Plus Bond (CIBC) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | London Life Global Equity ( Mawer) |
| Category Placement: | Global Equity |
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| Fund: | London Life Global Equity (Capital Group) |
| Category Placement: | Global Equity |
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| Fund: | London Life Global Growth Equity (T Rowe Price) |
| Category Placement: | Global Equity |
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| Fund: | London Life International Equity (Mawer) |
| Category Placement: | International Equity |
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| Fund: | London Life International Equity (Templeton) |
| Category Placement: | International Equity |
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| Fund: | NBI Global Private Equity ETF (NGPE) |
| Category Placement: | Alternative Other |
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| Fund: | NBI High Yield Bond ETF (NHYB) |
| Category Placement: | High Yield Fixed Income |
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| Fund: | NBI Sustainable Canadian Bond ETF (NSCB) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | NBI Sustainable Canadian Equity ETF (NSCE) |
| Category Placement: | Canadian Equity |
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| Fund: | NBI Sustainable Global Equity ETF (NSGE) |
| Category Placement: | Global Equity |
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| Fund: | Pender Bond Universe Fund Class A |
| Category Placement: | Global Fixed Income |
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| Fund: | Pender Small/Mid Cap Dividend Fund Class A |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | Phillips, Hager & North Alpha Plus Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | PIMCO Managed Conservative Bond Pool Series A |
| Category Placement: | Global Fixed Income |
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| Fund: | PIMCO Managed Core Bond Pool Series A |
| Category Placement: | Global Fixed Income |
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| Fund: | RT Funds Real Estate Income Fund Series A1 |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Russell Investments Fixed Income Pool ETF Units (RIFI) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Russell Investments Global Infrastructure Pool ETF Units (RIIN) |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | Russell Investments Global Unconstrained Bond Pool ETF Units (RIGU) |
| Category Placement: | Global Fixed Income |
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| Fund: | Russell Investments Real Assets ETF Units (RIRA) |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Scotia Emerging Markets Equity Fund Series I |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Scotia Private Canadian Core Bond Pool Pinnacle Series |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Sun Life Core Advantage Credit Private Pool Series A |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Sun Life Global Dividend Private Pool Series A |
| Category Placement: | Global Equity |
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| Fund: | Sun Life Global Tactical Yield Private Pool Series A |
| Category Placement: | Tactical Balanced |
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| Fund: | Venator Select Fund Class A |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Waypoint All Weather Alternative Fund Series F |
| Category Placement: | Alternative Equity Focused |
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Jan
Results of New Fund Reviews – Jan 23, 2020
| Fund: | Algonquin Fixed Income 2.0 Fund Series A |
| Category Placement: | Global Fixed Income |
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| Fund: | Black Creek Focus Fund |
| Category Placement: | International Equity |
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| Fund: | Black Creek Global SMID Fund |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Black Creek International Focus Fund |
| Category Placement: | International Equity |
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| Fund: | CI Vantage Managed Payout Portfolio 1946 – 1948 Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | CI Vantage Managed Payout Portfolio 1949 – 1951 Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | CI Vantage Managed Payout Portfolio 1952 – 1954 Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | CI Vantage Managed Payout Portfolio 1955 – 1957 Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | CI Vantage Managed Payout Portfolio 1958 – 1960 Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | CI Vantage Managed RRSP/RRIF Payout Portfolio 1946 – 1948 Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | CI Vantage Managed RRSP/RRIF Payout Portfolio 1949 – 1951 Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | CI Vantage Managed RRSP/RRIF Payout Portfolio 1952 – 1954 Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | CI Vantage Managed RRSP/RRIF Payout Portfolio 1955 – 1957 Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | CI Vantage Managed RRSP/RRIF Payout Portfolio 1958 – 1960 Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | CIBC Flexible Yield ETF (CAD-Hedged) (CFLX) |
| Category Placement: | High Yield Fixed Income |
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| Fund: | DKAM Boosted AI Quant Fund Class 1 Series A |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Dynamic Liquid Alternatives Private Pool Series A |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Fidelity Canadian Monthly High Income ETF (FCMI) |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Fidelity Canadian Monthly High Income ETF Fund Series B |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Fidelity Global Monthly High Income ETF (FCGI) |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Fidelity Global Monthly High Income ETF Fund Series B |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Fidelity U.S. Growth Opportunities Class Series A |
| Category Placement: | U.S. Equity |
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| Fund: | Fidelity U.S. Growth Opportunities Investment Trust Series O |
| Category Placement: | U.S. Equity |
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| Fund: | Fidelity U.S. Growth Opportunities Systematic Currency Hedged Class Series A |
| Category Placement: | U.S. Equity |
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| Fund: | Franklin Global Real Assets Fund Series O |
| Category Placement: | Alternative Other |
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| Fund: | Harvest US Investment Grade Bond Plus ETF (HUIB) |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | IG Blackrock International Equity Fund Series U |
| Category Placement: | International Equity |
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jpmorgan |
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| Fund: | RBC Fundamental Minimum Volatility Canadian Equity Fund Series O |
| Category Placement: | Canadian Equity |
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| Fund: | Rivemont Alpha Fund Series A |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Terra 2019 Short-Term Flow-Through Limited Partnership Class A |
| Category Placement: | Natural Resources Equity |
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| Fund: | Vanguard Global Aggregate Bond Index ETF (CAD-hedged) (VGAB) |
| Category Placement: | Global Fixed Income |
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| Fund: | Yorkville Private Equity LP Class A |
| Category Placement: | Alternative Other |
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