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:

2020

Nov

Results of New Fund Reviews – Nov 26, 2020

Fund: BlueBay Global Alternative Bond Fund (Canada) Series A
Category Placement: Alternative Credit Focused

 

Fund: Brendan Wood TopGun Long Fund Series A
Category Placement: Global Equity

 

Fund: Brendan Wood TopGun Technology and Media Fund Series A
Category Placement: Sector Equity

 

Fund: Bridgeport Private Equity Opportunities Fund Series A
Category Placement: Alternative Other

 

Fund: Canada Life Risk-Managed Balanced Portfolio Q Series
Category Placement: Global Neutral Balanced

 

Fund: Canada Life Risk-Managed Conservative Income Portfolio Q Series
Category Placement: Global Fixed Income Balanced

 

Fund: Canada Life Risk-Managed Growth Portfolio Q Series
Category Placement: Global Equity Balanced

 

Fund: Castlefront Global Balanced Pool Series A
Category Placement: Tactical Balanced

 

Fund: CI LifeCycle 2060 Portfolio
Category Placement: 2035+ Target Date Portfolio

 

Fund: DFS GIF – 100% Equity – Desjardins SocieTerra Series 5
Category Placement: Global Equity

 

Fund: DFS GIF – 100% Equity – Desjardins Wise ETF Series 5
Category Placement: Global Equity

 

Fund: DFS GIF – Balanced – Desjardins Wise ETF Series 5
Category Placement: Global Neutral Balanced

 

Fund: DFS GIF – Canadian Equity – Desjardins Series IGP
Category Placement: Canadian Equity

 

Fund: DFS GIF – Conservative – Desjardins Wise ETF Series 5
Category Placement: Global Fixed Income Balanced

 

Fund: DFS GIF – Fixed Income – Desjardins Wise ETF Series 5
Category Placement: Global Fixed Income

 

Fund: DFS GIF – Growth – Desjardins Wise ETF Series 5
Category Placement: Global Neutral Balanced

 

Fund: DFS GIF – Maximum Growth – Desjardins Wise ETF Series 5
Category Placement: Global Equity Balanced

 

Fund: DFS GIF – Moderate – Desjardins SocieTerra Series 5
Category Placement: Global Fixed Income Balanced

 

Fund: EQB Corporate High Interest Savings Account Series A
Category Placement: Canadian Money Market

 

Fund: EQB Personal High Interest Savings Account Series A
Category Placement: Canadian Money Market

 

Fund: EQB USD Corporate High Interest Savings Account Series A
Category Placement: U.S. Money Market

 

Fund: EQB USD Personal High Interest Savings Account Series A
Category Placement: U.S. Money Market

 

Fund: ETR Corporate High Interest Savings Account Series A
Category Placement: Canadian Money Market

 

Fund: ETR Personal High Interest Savings Account Series A
Category Placement: Canadian Money Market

 

Fund: Franklin Mutual Global Discovery Fund II Series A
Category Placement: Global Equity

 

Fund: Invesco Global Property Pool Series F
Category Placement: Miscellaneous – Income and Real Property

 

Fund: IPC Private Wealth Visio Balanced Growth Pool Series A
Category Placement: Global Neutral Balanced

 

Fund: IPC Private Wealth Visio Balanced Pool Series A
Category Placement: Global Neutral Balanced

 

Fund: IPC Private Wealth Visio Growth Pool Series A
Category Placement: Global Equity Balanced

 

Fund: IPC Private Wealth Visio Income Pool Series A
Category Placement: Global Fixed Income Balanced

 

Fund: Jarislowsky, Fraser Fossil Fuel Free Balanced Fd
Category Placement: Global Neutral Balanced

 

Fund: Mackenzie Private Equity Replication A
Category Placement: Alternative Equity Focused

 

Fund: Mackenzie US Mid Cap Opportunities Currency Neutral Fund Series A
Category Placement: U.S. Small/Mid Cap Equity

 

Fund: Manulife Smart Core Bond ETF (BSKT)
Category Placement: Canadian Fixed Income

 

Fund: Manulife Smart Corporate Bond ETF (CBND)
Category Placement: Canadian Corporate Fixed Income

 

Fund: Manulife Smart Dividend ETF (CDIV)
Category Placement: Canadian Dividend & Income Equity

 

Fund: Manulife Smart Short-Term Bond ETF (TERM)
Category Placement: Canadian Short Term Fixed Income

 

Fund: Manulife Smart U.S. Dividend ETF – Hedged Units (UDIV)
Category Placement: U.S. Equity

 

Fund: NBI Canadian Equity Income Private Portfolio
Category Placement: Canadian Equity

 

Fund: Quintessence Wealth Elevate Enhanced Low Volatility Yield Fund – Series E
Category Placement: Global Equity

 

Fund: Real Estate & E-Commerce Split Corp Class A Share
Category Placement: Real Estate Equity

 

Fund: Scotia Low Carbon Canadian Fixed Income Fund Series A
Category Placement: Canadian Fixed Income

 

Fund: Scotia Low Carbon Global Balanced Fund Series A
Category Placement: Global Neutral Balanced

 

Fund: Scotia Low Carbon Global Equity Fund Series A
Category Placement: Global Equity

 

Fund: Tangerine Balanced ETF Portfolio
Category Placement: Global Neutral Balanced

 

Fund: Tangerine Balanced Growth ETF Portfolio
Category Placement: Global Equity Balanced

 

Fund: Tangerine Equity Growth ETF Portfolio
Category Placement: Global Equity

 

Fund: TD Morningstar ESG Canada Equity Index ETF (TMEC)
Category Placement: Canadian Equity

 

Fund: TD Morningstar ESG International Equity Index ETF (TMEI)
Category Placement: International Equity

 

Fund: TD Morningstar ESG U.S. Equity Index ETF (TMEU)
Category Placement: U.S. Equity

 

Fund: Templeton International Stock Fund II Series A
Category Placement: International Equity

 

Oct

Results of New Fund Reviews – Oct 22, 2020

Fund: AGF Global Opportunities Bond ETF (AGLB)
Category Placement: Global Fixed Income

Fund: AGF Global Sustainable Growth Equity ETF (AGSG)
Category Placement: Global Equity

Fund: AGFiQ Global Balanced ETF Portfolio Fund Series MF
Category Placement: Global Neutral Balanced

Fund: AGFiQ Global Income ETF Portfolio Fund Series MF
Category Placement: Global Fixed Income Balanced

Fund: Black Diamond Distressed Opportunities Fund A
Category Placement: Alternative Credit Focused

Fund: Black Diamond Global Enhanced Income Fund A
Category Placement: Tactical Balanced

Fund: Black Diamond Global Equity Fund Class A
Category Placement: Alternative Equity Focused

Fund: Desjardins fin’l Low Carbon Special Ind Fund (BlackRock)
Category Placement: Global Equity

Fund: Desjardins fin’l Short-Term Investment Fund (DGIA)
Category Placement: Canadian Short Term Fixed Income

Fund: Desjardins fin’l U.S. Equity Index Fund (TDAM)
Category Placement: U.S. Equity

Fund: Desjardins Low Volatility Canadian Equity Fund I
Category Placement: Canadian Equity

Fund: DFA Global Sustainability Core Equity Fund Class A
Category Placement: Global Small/Mid Cap Equity

Fund: Dynamic Energy Evolution Fund Series A
Category Placement: Energy Equity

Fund: Fidelity Global Value Long/Short Fund Series B
Category Placement: Alternative Equity Focused

Fund: Fidelity Long/Short Alternative Fund Series B
Category Placement: Alternative Equity Focused

Fund: Fidelity Long-Term Leaders Currency Neutral Fund Series A
Category Placement: Global Equity

Fund: Fidelity Long-Term Leaders Fund Series A
Category Placement: Global Equity

Fund: Fidelity Market Neutral Alternative Fund Series B
Category Placement: Alternative Market Neutral

Fund: Franklin Global Growth Active ETF (FGGE)
Category Placement: Global Equity

Fund: Frontenac Mortgage Investment Corporation
Category Placement: Miscellaneous – Income and Real Property

Fund: GQG Partners Global Quality Equity Fund Series A
Category Placement: Global Equity

Fund: GQG Partners International Quality Equity Fund Series A
Category Placement: International Equity

Fund: Hamilton Canadian Bank 1.25x Leverage ETF (HCAL)
Category Placement: Alternative Equity Focused

Fund: iA Global Opportunities (Loomis Sayles) Ecoflex & My Education
Category Placement: Global Equity

Fund: iA SRI Growth (Inhance) Ecoflex & My Education
Category Placement: Canadian Equity Balanced

Fund: iA SRI Moderate (Inhance) Ecoflex & My Education
Category Placement: Canadian Neutral Balanced

Fund: IPC Focus Balanced Portfolio Series A
Category Placement: Global Neutral Balanced

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

Fund: IPC Focus Growth Portfolio Series A
Category Placement: Global Equity Balanced

Fund: Mackenzie Balanced Allocation ETF (MBAL)
Category Placement: Global Neutral Balanced

Fund: Mackenzie Conservative Allocation ETF (MCON)
Category Placement: Global Fixed Income Balanced

Fund: Mackenzie Developed ex-North America Aggregate Bond Index ETF (CAD-Hedged) (QDXB)
Category Placement: Global Fixed Income

Fund: Mackenzie Developed Markets Real Estate Index ETF (QRET)
Category Placement: Real Estate Equity

Fund: Mackenzie Global Fixed Income Allocation ETF (MGAB)
Category Placement: Global Fixed Income

Fund: Mackenzie Global Infrastructure Index ETF (QINF)
Category Placement: Global Infrastructure Equity

Fund: Mackenzie Global Sustainable Dividend Index ETF – CAD Units (MDVD)
Category Placement: Global Equity

Fund: Mackenzie Growth Allocation ETF (MGRW)
Category Placement: Global Equity Balanced

Fund: Mackenzie U.S. Aggregate Bond Index ETF (CAD-Hedged) (QUB)
Category Placement: Global Fixed Income

Fund: Maxam Arbitrage Fund Class A
Category Placement: Alternative Equity Focused

Fund: My All Star Fund Series A
Category Placement: Alternative Other

Fund: Ninepoint Return Advantaged U.S. Equity Index Class Series A
Category Placement: Alternative Equity Focused

Fund: Purpose Structured Equity Growth Fund Series A
Category Placement: Global Equity

Fund: Quintessence Wealth Enhanced Global Yield Fund Series R
Category Placement: Global Fixed Income

Fund: Quintessence Wealth Enhanced Private Debt/Equity Fund Series R
Category Placement: Alternative Other

Fund: Scotia Canadian Bond Index Tracker ETF (SITB)
Category Placement: Canadian Fixed Income

Fund: Scotia Canadian Large Cap Equity Index Tracker ETF (SITC)
Category Placement: Canadian Equity

Fund: Scotia International Equity Index Tracker ETF (SITI)
Category Placement: International Equity

Fund: Scotia U.S. Equity Index Tracker ETF (SITU)
Category Placement: U.S. Equity

Fund: TD Emerald Active Cndn Corp Bd Pld Tr
Category Placement: Canadian Corporate Fixed Income

Fund: TD Emerald Active Cndn Lg Bd Pld Tr
Category Placement: Canadian Long Term Fixed Income

Fund: TD Emerald Canadian Lg Corp Bd Pld Tr
Category Placement: Canadian Long Term Fixed Income

Fund: TD Emerald Cndn Lg Cor Pls Bd Pld Tr
Category Placement: Canadian Long Term Fixed Income

Fund: TD Emerald Hedged U.S. Equity Pooled Fund Trust II
Category Placement: U.S. Equity

Fund: TD Emerald Long Private Debt Pld Tr
Category Placement: Alternative Other

Fund: TD Emerald Lw Vol Pls All Wld Eq Pld Tr
Category Placement: Global Equity

Fund: TD Emerald Private Debt Pooled Trust
Category Placement: Alternative Other

Fund: TD Emerging Markets Low Volatility O
Category Placement: Emerging Markets Equity

Fund: TD Greystone 2060 Target Date Plus Fund
Category Placement: 2035+ Target Date Portfolio

Fund: TD Greystone Balanced Plus
Category Placement: Global Neutral Balanced

Fund: TD Greystone Global Real Estate L.P.
Category Placement: Miscellaneous – Income and real property

Fund: TD Greystone Infrastructure (Cnd) L.P.
Category Placement: Miscellaneous – Income and real property

Fund: Vancouver Development Opportunity Trust Series A
Category Placement: Miscellaneous – Income and Real Property

Sep

Results of New Fund Reviews – Sep 24, 2020

Fund: Canada Life American Equity Fund (Beutel Goodman) Q Series
Category Placement: U.S. Equity

Fund: Canada Life Balanced Fund (Beutel Goodman) Q Series
Category Placement: Canadian Equity Balanced

Fund: Canada Life Canadian Balanced Fund Q Series
Category Placement: Canadian Equity Balanced

Fund: Canada Life Canadian Fixed Income Balanced Fund Q Series
Category Placement: Canadian Fixed Income Balanced

Fund: Canada Life Equity/Bond Fund (GLC) Q Series
Category Placement: Tactical Balanced

Fund: Canada Life Global Focused Growth Balanced Fund Q Series
Category Placement: Global Equity Balanced

Fund: Canada Life Global Founders Fund (Beutel Goodman) Q Series
Category Placement: Global Equity

Fund: Canada Life Global Growth Balanced Fund (T. Rowe Price) Q Series
Category Placement: Global Neutral Balanced

Fund: Canada Life Global Growth Equity Fund (T. Rowe Price) Q Series
Category Placement: Global Equity

Fund: Canada Life Global Multi-Sector Bond Fund (T. Rowe Price) Q Series
Category Placement: Global Fixed Income

Fund: Canada Life Global Small-Mid Cap Growth Fund Q Series
Category Placement: Global Small/Mid Cap Equity

Fund: Canada Life Global Value Balanced Fund (Beutel Goodman) Q Series
Category Placement: Global Equity Balanced

Fund: Canada Life International Opportunity Fund (JPMorgan) Q Series
Category Placement: International Equity

Fund: Canada Life Science & Technology Fund (London Capital) Q Series
Category Placement: Sector Equity

Fund: Canada Life Tactical Bond Fund (Portico) Q Series
Category Placement: Canadian Fixed Income

Fund: Canada Life Unconstrained Fixed Income Fund Q Series
Category Placement: High Yield Fixed Income

Fund: Canada Life US Equity Fund (London Capital) Q Series
Category Placement: U.S. Equity

Fund: Canada Life US Mid Cap Opportunities Fund Q Series
Category Placement: U.S. Small/Mid Cap Equity

Fund: CRIMSON Capital Growth Fund LP Class A
Category Placement: U.S. Small/Mid Cap Equity

Fund: Evolve Future Leadership Fund Hedged ETF Units (LEAD)
Category Placement: Global Equity

Fund: Evolve Gold Miners Fund (GLC) – ETF Shares (GLC)
Category Placement: Precious Metals Equity

Fund: GreenWise Balanced Portfolio A
Category Placement: Global Neutral Balanced

Fund: GreenWise Conservative Portfolio A
Category Placement: Global Fixed Income Balanced

Fund: GreenWise Growth Portfolio A
Category Placement: Global Equity Balanced

Fund: iA Canadian Disciplined Equity (iAIM) Ecoflextra GS
Category Placement: Canadian Equity

Fund: iA Canadian Disciplined Equity (iAIM) Hybrid SRP Other
Category Placement: Canadian Equity Balanced

Fund: iA Discipline Balanced (iAIM) Ecoflextra GS
Category Placement: Global Neutral Balanced

Fund: iA Disciplined Bond (iAIM) Ecoflextra GS
Category Placement: Canadian Fixed Income

Fund: iA Disciplined Growth (iAIM) Ecoflextra GS
Category Placement: Global Equity Balanced

Fund: iA Disciplined Moderate (iAIM) Ecoflextra GS
Category Placement: Canadian Neutral Balanced

Fund: iA Disciplined Prudent (iAIM) Ecoflextra GS
Category Placement: Canadian Fixed Income Balanced

Fund: iA Global Disciplined Equity (iAIM) Ecoflextra GS
Category Placement: Global Equity

Fund: iA Global Disciplined Equity (iAIM) Hybrid SRP Other
Category Placement: Global Equity Balanced

Fund: iA International Disciplined Equity (iAIM) Ecoflextra GS
Category Placement: International Equity

Fund: iA U.S. Disciplined Equity (iAIM) Ecoflextra GS
Category Placement: U.S. Equity

Fund: iA U.S. Disciplined Equity (iAIM) Hybrid SRP Other
Category Placement: Global Equity Balanced

Fund: Invesco S&P/TSX Composite ESG Index ETF (ESGC)
Category Placement: Canadian Equity

Fund: iShares ESG Balanced ETF Portfolio (GBAL)
Category Placement: Global Neutral Balanced

Fund: iShares ESG Conservative Balanced ETF Portfolio (GCNS)
Category Placement: Global Fixed Income Balanced

Fund: iShares ESG Equity ETF Portfolio (GEQT)
Category Placement: Global Equity

Fund: iShares ESG Growth ETF Portfolio (GGRO)
Category Placement: Global Equity Balanced

Fund: Ninepoint 2020 Short Duration Flow-Through LP Series A
Category Placement: Natural Resources Equity

Fund: Pier 21 International Equity Pool
Category Placement: International Equity

Fund: Rally Total Impact Fund Series A
Category Placement: Global Equity Balanced

Fund: RBC Target 2026 Corporate Bond Index ETF (RQO)
Category Placement: Canadian Corporate Fixed Income

Fund: RBC Target 2027 Corporate Bond Index ETF (RQP)
Category Placement: Canadian Corporate Fixed Income

Fund: Tall Oak Capital Appreciation
Category Placement: North American Equity

Fund: TD North American Sustainability Balanced Fund Investor Series
Category Placement: Global Neutral Balanced

Fund: TD North American Sustainability Equity Fund Investor Series
Category Placement: North American Equity

Fund: UBS (Canada) Global Merger Arbitrage Fund Series A
Category Placement: Alternative Other

Fund: Vanguard Retirement Income ETF Portfolio (VRIF)
Category Placement: Global Neutral Balanced

Aug

Results of New Fund Reviews – Aug 27, 2020

Fund: BMO Sustainable Balanced Portfolio Series A
Category Placement: Global Neutral Balanced

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

Fund: BMO Sustainable Growth Portfolio Series A
Category Placement: Global Equity Balanced

Fund: BMO Sustainable Income Portfolio Series A
Category Placement: Global Fixed Income Balanced

Fund: FGP Core Plus Bond Fund Class D
Category Placement: Canadian Fixed Income

Fund: FGP Preferred Share Fund Class D
Category Placement: Preferred Share Fixed Income

Fund: FGP Private International Equity Fund Class D
Category Placement: International Equity

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: JPMorgan – IG U.S. Equity Long/Short Pool P
Category Placement: Alternative Equity Focused

Fund: Mackenzie – IG Canadian Corporate Bond Pool P
Category Placement: Canadian Corporate Fixed Income

Fund: Mackenzie – IG Canadian Equity Income Pool P
Category Placement: Canadian Equity Balanced

Fund: Mackenzie – IG Global Bond Pool P
Category Placement: Global Fixed Income

Fund: Mackenzie – IG Global Credit Opportunities Pool P
Category Placement: High Yield Fixed Income

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

Fund: Wellington – IG Global Equity Hedge Pool P
Category Placement: Alternative Equity Focused

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

Fund: Fidelity Value Discovery Institutional Trust
Category Placement: US Equity

Fund: Fieldhouse Oasis Growth Fund Class B
Category Placement: North American Equity

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

Fund: First Trust Cboe Vest U.S. Equity Deep Buffer ETF – February Units (FEBU)
Category Placement: U.S. Equity

Fund: GBC Corporate Bond Fund
Category Placement: Global Corporate Fixed Income

Fund: GBC Global Balanced Fund
Category Placement: Global Equity Balanced

Fund: Horizons Cash Maximizer ETF (HSAV)
Category Placement: Canadian Money Market

Fund: Horizons S&P/TSX Capped Composite Index ETF (HXCN)
Category Placement: Canadian Equity

Fund: Horizons US Large Cap Index ETF (HULC)
Category Placement: U.S. Equity

Fund: Jarislowsky, Fraser Fossil Fuel Free Bond Fund
Category Placement: Canadian Fixed Income

Fund: Jarislowsky, Fraser Fossil Fuel Free Canadian Equity Fund
Category Placement: Canadian Equity

Fund: Jarislowsky, Fraser Fossil Fuel Free Global Equity Fund
Category Placement: Global Equity

Fund: London Life BlackRock LifePath 2060
Category Placement: 2035+ Target Date Portfolio

Fund: London Life Canadian Core Plus Bond (Fidelity)
Category Placement: Canadian Fixed Income

Fund: London Life Canadian Core Plus Bond (Leith Wheeler)
Category Placement: Canadian Fixed Income

Fund: London Life Canadian Core Plus Bond (Phillips, Hager & North)
Category Placement: Canadian Fixed Income

Fund: London Life Core Plus Bond (CIBC)
Category Placement: Canadian Fixed Income

Fund: London Life Global Equity ( Mawer)
Category Placement: Global Equity

Fund: London Life Global Equity (Capital Group)
Category Placement: Global Equity

Fund: London Life Global Growth Equity (T Rowe Price)
Category Placement: Global Equity

Fund: London Life International Equity (Mawer)
Category Placement: International Equity

Fund: London Life International Equity (Templeton)
Category Placement: International Equity

Fund: NBI Global Private Equity ETF (NGPE)
Category Placement: Alternative Other

Fund: NBI High Yield Bond ETF (NHYB)
Category Placement: High Yield Fixed Income

Fund: NBI Sustainable Canadian Bond ETF (NSCB)
Category Placement: Canadian Fixed Income

Fund: NBI Sustainable Canadian Equity ETF (NSCE)
Category Placement: Canadian Equity

Fund: NBI Sustainable Global Equity ETF (NSGE)
Category Placement: Global Equity

Fund: Pender Bond Universe Fund Class A
Category Placement: Global Fixed Income

Fund: Pender Small/Mid Cap Dividend Fund Class A
Category Placement: Canadian Small/Mid Cap Equity

Fund: Phillips, Hager & North Alpha Plus Bond Fund
Category Placement: Canadian Fixed Income

Fund: PIMCO Managed Conservative Bond Pool Series A
Category Placement: Global Fixed Income

Fund: PIMCO Managed Core Bond Pool Series A
Category Placement: Global Fixed Income

Fund: RT Funds Real Estate Income Fund Series A1
Category Placement: Miscellaneous – Income and Real Property

Fund: Russell Investments Fixed Income Pool ETF Units (RIFI)
Category Placement: Canadian Fixed Income

Fund: Russell Investments Global Infrastructure Pool ETF Units (RIIN)
Category Placement: Global Infrastructure Equity

Fund: Russell Investments Global Unconstrained Bond Pool ETF Units (RIGU)
Category Placement: Global Fixed Income

Fund: Russell Investments Real Assets ETF Units (RIRA)
Category Placement: Miscellaneous – Income and Real Property

Fund: Scotia Emerging Markets Equity Fund Series I
Category Placement: Emerging Markets Equity

Fund: Scotia Private Canadian Core Bond Pool Pinnacle Series
Category Placement: Canadian Fixed Income

Fund: Sun Life Core Advantage Credit Private Pool Series A
Category Placement: Canadian Fixed Income

Fund: Sun Life Global Dividend Private Pool Series A
Category Placement: Global Equity

Fund: Sun Life Global Tactical Yield Private Pool Series A
Category Placement: Tactical Balanced

Fund: Venator Select Fund Class A
Category Placement: Alternative Equity Focused

Fund: Waypoint All Weather Alternative Fund Series F
Category Placement: Alternative Equity Focused

Jan

Results of New Fund Reviews – Jan 23, 2020

Fund: Algonquin Fixed Income 2.0 Fund Series A
Category Placement: Global Fixed Income

Fund: Black Creek Focus Fund
Category Placement: International Equity

Fund: Black Creek Global SMID Fund
Category Placement: Global Small/Mid Cap Equity

Fund: Black Creek International Focus Fund
Category Placement: International Equity

Fund: China AMC – IG China Equity Pool – Series P
Category Placement: Greater China Equity

Fund: CI Vantage Managed Payout Portfolio 1946 – 1948 Class A
Category Placement: Tactical Balanced

Fund: CI Vantage Managed Payout Portfolio 1949 – 1951 Class A
Category Placement: Tactical Balanced

Fund: CI Vantage Managed Payout Portfolio 1952 – 1954 Class A
Category Placement: Tactical Balanced

Fund: CI Vantage Managed Payout Portfolio 1955 – 1957 Class A
Category Placement: Tactical Balanced

Fund: CI Vantage Managed Payout Portfolio 1958 – 1960 Class A
Category Placement: Tactical Balanced

Fund: CI Vantage Managed RRSP/RRIF Payout Portfolio 1946 – 1948 Class A
Category Placement: Tactical Balanced

Fund: CI Vantage Managed RRSP/RRIF Payout Portfolio 1949 – 1951 Class A
Category Placement: Tactical Balanced

Fund: CI Vantage Managed RRSP/RRIF Payout Portfolio 1952 – 1954 Class A
Category Placement: Tactical Balanced

Fund: CI Vantage Managed RRSP/RRIF Payout Portfolio 1955 – 1957 Class A
Category Placement: Tactical Balanced

Fund: CI Vantage Managed RRSP/RRIF Payout Portfolio 1958 – 1960 Class A
Category Placement: Tactical Balanced

Fund: CIBC Flexible Yield ETF (CAD-Hedged) (CFLX)
Category Placement: High Yield Fixed Income

Fund: DKAM Boosted AI Quant Fund Class 1 Series A
Category Placement: Alternative Equity Focused

Fund: Dynamic Liquid Alternatives Private Pool Series A
Category Placement: Alternative Multi-Strategy

Fund: Fidelity Canadian Monthly High Income ETF (FCMI)
Category Placement: Canadian Neutral Balanced

Fund: Fidelity Canadian Monthly High Income ETF Fund Series B
Category Placement: Canadian Neutral Balanced

Fund: Fidelity Global Monthly High Income ETF (FCGI)
Category Placement: Global Neutral Balanced

Fund: Fidelity Global Monthly High Income ETF Fund Series B
Category Placement: Global Neutral Balanced

Fund: Fidelity U.S. Growth Opportunities Class Series A
Category Placement: U.S. Equity

Fund: Fidelity U.S. Growth Opportunities Investment Trust Series O
Category Placement: U.S. Equity

Fund: Fidelity U.S. Growth Opportunities Systematic Currency Hedged Class Series A
Category Placement: U.S. Equity

Fund: Franklin Global Real Assets Fund Series O
Category Placement: Alternative Other

Fund: Harvest US Investment Grade Bond Plus ETF (HUIB)
Category Placement: Global Corporate Fixed Income

Fund: IG Blackrock International Equity Fund Series U
Category Placement: International Equity

Fund: Irish Life – IG Low Volatility Global Equity Pool – Series P
Category Placement: Global Equity

Fund: Mackenzie – IG Low Volatility Canadian Equity Pool – Series P
Category Placement: Canadian Equity

Fund: RBC Fundamental Minimum Volatility Canadian Equity Fund Series O
Category Placement: Canadian Equity

Fund: Rivemont Alpha Fund Series A
Category Placement: Alternative Equity Focused

Fund: Terra 2019 Short-Term Flow-Through Limited Partnership Class A
Category Placement: Natural Resources Equity

Fund: Vanguard Global Aggregate Bond Index ETF (CAD-hedged) (VGAB)
Category Placement: Global Fixed Income

Fund: Yorkville Private Equity LP Class A
Category Placement: Alternative Other