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:

2021

Sep

Results of New Fund Reviews – September 23, 2021

Fund: 10TH Street Wealth US Equity Fund Class F
Category Placement: U.S. Equity

Fund: Accelerate Carbon-Negative Bitcoin ETF (ABTC)
Category Placement: Alternative Other

Fund: Altema Diversified Equity Market Neutral Fund Series F
Category Placement: Alternative Market Neutral

Fund: Auspice One Fund Trust Series A
Category Placement: Alternative Multi-Strategy

Fund: BetaPro Equal Weight Canadian Bank -2x Daily Bear ETF (HBKD)
Category Placement: Passive Inverse/Leveraged

Fund: BetaPro Equal Weight Canadian Bank 2x Daily Bull ETF (HBKU)
Category Placement: Passive Inverse/Leveraged

Fund: BetaPro Equal Weight Canadian REIT -2x Daily Bear ETF (HRED)
Category Placement: Passive Inverse/Leveraged

Fund: BetaPro Equal Weight Canadian REIT 2x Daily Bull ETF (HREU)
Category Placement: Passive Inverse/Leveraged

Fund: Canada Life Sustainable Balanced Portfolio A Series
Category Placement: Global Neutral Balanced

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

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

Fund: Capstone First Mortgage Fund LP O
Category Placement: Miscellaneous – Income and Real Property

Fund: Capstone Mortgage Opp Fd LP Cl O
Category Placement: Miscellaneous – Income and Real Property

Fund: CIBC Global Bond ex-Canada Index ETF (CAD-Hedged)
Category Placement: Global Fixed Income

Fund: Fidelity Canadian Equity Instl Tr
Category Placement: Canadian Equity

Fund: Hamilton Lane Global Pri Assts Cnd Fdr I
Category Placement: Alternative Other

Fund: IA Clarington Balanced Portfolio GIF, Class A, 100%
Category Placement: Global Neutral Balanced

Fund: International Equity Pooled
Category Placement: International Equity

Fund: Manulife Smart Corporate Bond ETF GIF Select InvestmentPlus
Category Placement: Canadian Corporate Fixed Income

Fund: Manulife Smart Dividend ETF GIF Select InvestmentPlus
Category Placement: Canadian Dividend & Income Equity

Fund: Manulife Smart U.S. Dividend ETF GIF Select InvestmentPlus
Category Placement: U.S. Equity

Fund: MarshallZehr First Mortgage Fund LP Class O
Category Placement: Miscellaneous – Income and Real Property

Fund: Mawer U.S. Mid Cap Equity Fund Series A
Category Placement: U.S. Small/Mid Cap Equity

Fund: MFG Alternative Strategies Fund Class L
Category Placement: Alternative Multi-Strategy

Fund: MFG Global Equity Fund Class G
Category Placement: Global Equity

Fund: Palos Merchant Fund L.P.
Category Placement: Alternative Other

Fund: Pender Special Situations Fund Class A
Category Placement: Canadian Focused Small/Mid Cap Equity

Fund: Purpose Select Equity Fund Series F
Category Placement: Alternative Equity Focused

Fund: Purpose Structured Equity Yield Portfolio Plus Series A
Category Placement: Alternative Equity Focused

Fund: RBC Global Equity Leaders Fund Series A
Category Placement: Global Equity

Fund: RGP Impact Fixed Income Portfolio Class A
Category Placement: Global Fixed Income

Fund: TCI Premia Canadian VQ Equity Private Pool Series M
Category Placement: Canadian Equity

Fund: TCI Premia Preferred Share Private Pool Series M
Category Placement: Preferred Share Fixed Income

Fund: TCI Premia Real Assets Private Pool Series M
Category Placement: Real Estate Equity

Fund: Vanguard Global Credit Bond Fund Series F
Category Placement: Global Corporate Fixed Income

Fund: Vanguard Global Equity Fund Series F
Category Placement: Global Equity


Aug

Results of New Fund Reviews – August 26, 2021

Fund: CI Alternative Diversified Opportunities Fund A
Category Placement: Alternative Credit Focused

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

Fund: CI Mosaic ESG Balanced ETF Portfolio Series A
Category Placement: Global Neutral Balanced

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

Fund: Franklin ClearBridge U.S. Sustainability Leaders Fund Series A
Category Placement: U.S. Equity

Fund: iShares U.S. Aggregate Bd Idx ETF C$H (XAGH)
Category Placement: Global Fixed Income

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

Fund: PIMCO Diversified Multi-Asset Fund (Cda) Ser A
Category Placement: Alternative Multi-Strategy

Fund: CI Canadian Equity Index ETF – Unh (CCDN)
Category Placement: Canadian Equity

Fund: CI Emerging Markets Alpha ETF – C$ Series (CIEM)
Category Placement: Emerging Markets Equity

Fund: CI Global Alpha Innovation ETF – C$ Series (CINV)
Category Placement: Sector Equity

Fund: CI Global Healthcare Leaders Idx ETF-Unh (CHCL.B)
Category Placement: Sector Equity

Fund: CI U.S. 1000 Index ETF – Unh (CUSM.B)
Category Placement: U.S. Equity

Fund: CI U.S. 500 Index ETF – Unh (CUSA.B)
Category Placement: U.S. Equity

Fund: CI U.S. Treasury Inflation-Linked Bond Index ETF CAD Hdg (CTIP)
Category Placement: Global Fixed Income

Fund: Mackenzie Betterworld Canadian Equity Fd Ser A
Category Placement: Canadian Equity

Fund: Mackenzie Betterworld Global Equity Fund Ser A
Category Placement: Global Equity

Fund: Mackenzie Cundill Value Fund II Series A
Category Placement: Global Equity

Fund: Mackenzie Emerging Markets Fund II Series A
Category Placement: Emerging Markets Equity

Fund: Mackenzie Global Growth Fund Series A
Category Placement: Global Equity

Fund: Mackenzie Global Resource Fund II Series A
Category Placement: Natural Resources Equity

Fund: Mackenzie Gold Bullion Fund Series A
Category Placement: Commodity

Fund: Mackenzie Ivy Canadian Balanced Fund II Series A
Category Placement: Canadian Equity Balanced

Fund: Mackenzie Ivy European Fund Series A
Category Placement: European Equity

Fund: Mackenzie Ivy Foreign Equity Cur Neut Fd Ser A
Category Placement: Global Equity

Fund: Mackenzie Ivy Foreign Equity Fund II Series A
Category Placement: Global Equity

Fund: Mackenzie Ivy Global Balanced Fund II Series A
Category Placement: Global Equity Balanced

Fund: Mackenzie Ivy International Fund II Series A
Category Placement: International Equity

Fund: Mackenzie Maximum Divers Can Idx Fd Ser A
Category Placement: Canadian Equity

Fund: Mackenzie Precious Metals Fund Series A
Category Placement: Precious Metals Equity

Fund: Mackenzie Strategic Income Fund II Series A
Category Placement: Canadian Neutral Balanced

Fund: Mackenzie US Growth Fund Series A
Category Placement: U.S. Equity

Fund: Mackenzie US Small-Mid Cap Grw Cur Neut Fd A
Category Placement: U.S. Small/Mid Cap Equity

Fund: Louisbourg Generation Commercial Real Estate Fund
Category Placement: Miscellaneous – Income and Real Property

Fund: Mackenzie US Small-Mid Cap Growth Fd Ser A
Category Placement: U.S. Small/Mid Cap Equity

Fund: Symmetry Balanced Portfolio II Series A
Category Placement: Canadian Neutral Balanced

Fund: Symmetry Conservative Income Portfolio II Ser A
Category Placement: Canadian Fixed Income Balanced

Fund: Symmetry Conservative Portfolio II Series A
Category Placement: Canadian Fixed Income Balanced

Fund: Symmetry Equity Portfolio Series A
Category Placement: Global Equity

Fund: Symmetry Moderate Growth Portfolio II Series A
Category Placement: Global Neutral Balanced

Fund: Mackenzie Canadian Dividend Fund II Series LB
Category Placement: Canadian Dividend & Income Equity

Fund: Mackenzie Canadian Growth Balanced Fund II Ser LB
Category Placement: Canadian Equity Balanced

Fund: Mackenzie Canadian Growth Fund II Series LB
Category Placement: Canadian Focused Equity

Fund: Group RMC Steady Income Trust B Class A
Category Placement: Miscellaneous – Income and Real Property

Fund: Waratah One Trust Class F
Category Placement: Alternative Market Neutral

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

Fund: Waratah Performance Trust Class F
Category Placement: Alternative Equity Focused

Fund: Waratah One X Trust Class F
Category Placement: Alternative Market Neutral

Fund: Smead International Value Fund
Category Placement: International Equity

Fund: Sprott Physical Uranium Trust
Category Placement: Commodity

Jul

Results of New Fund Reviews – July 22, 2021

Fund: Assumption Life Select Balanced Portfolio
Category Placement: Global Neutral Balanced

Fund: Assumption Life Select Defensive Portfolio
Category Placement: Global Fixed Income Balanced

Fund: Assumption Life Select Enhanced Growth Portfolio
Category Placement: Global Equity

Fund: Assumption Life Select Growth Portfolio
Category Placement: Global Equity Balanced

Fund: Assumption Life Select Moderate Portfolio
Category Placement: Global Neutral Balanced

Fund: CI Alternative North American Opportunities Fund Series A
Category Placement: Alternative Equity Focused

Fund: CI Global Climate Leaders Fund Series A
Category Placement: Global Equity

Fund: CIBC Sustainable Balanced Growth Solution Class A
Category Placement: Global Equity Balanced

Fund: CIBC Sustainable Balanced Solution Class A
Category Placement: Global Neutral Balanced

Fund: CIBC Sustainable Canadian Core Plus Bond Fund Class A
Category Placement: Canadian Fixed Income

Fund: CIBC Sustainable Canadian Equity Fund Class A
Category Placement: Canadian Equity

Fund: CIBC Sustainable Conservative Balanced Solution Class A
Category Placement: Global Fixed Income Balanced

Fund: DAMI Corporate Bond Fund
Category Placement: Canadian Corporate Fixed Income

Fund: Franklin Brandywine Global Sustainable Income Optimiser Active ETF (FBGO)
Category Placement: Global Fixed Income

Fund: Franklin ClearBridge Sustainable Global Infrastructure Income Active ETF (FCII)
Category Placement: Global Infrastructure Equity

Fund: Franklin ClearBridge Sustainable International Growth Active ETF (FCSI)
Category Placement: International Equity

Fund: Franklin Martin Currie Global Equity Fund Series A
Category Placement: Global Equity

Fund: Franklin Martin Currie Sustainable Emerging Markets Active ETF (FSEM)
Category Placement: Emerging Markets Equity

Fund: Franklin Martin Currie Sustainable Emerging Markets Fund Series A
Category Placement: Emerging Markets Equity

Fund: Franklin Martin Currie Sustainable Global Equity Active ETF (FGSG)
Category Placement: Global Equity

Fund: Guy Cote Team Dividend Plus Equity Private Portfolio
Category Placement: Canadian Dividend & Income Equity

Fund: Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV)
Category Placement: Alternative Equity Focused

Fund: Impax Global Opportunities Fund L.P.
Category Placement: Global Equity

Fund: IPC Canadian Equity Series O
Category Placement: Canadian Equity

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

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

Fund: IPC Private Wealth Visio North American Equity High Income Series O
Category Placement: North American Equity

Fund: iShares 0-5 Year TIPS Bond Index ETF (CAD-Hedged) (XSTH)
Category Placement: Global Fixed Income

Fund: iShares 0-5 Year TIPS Bond Index ETF C$ (XSTP)
Category Placement: Global Fixed Income

Fund: iShares 1-5 Year U.S. IG Corporate Bond Index ETF (CAD-Hedged) (XIGS)
Category Placement: Global Corporate Fixed Income

Fund: iShares 1-5 Year U.S. IG Corporate Bond Index ETF C$ (XSHU)
Category Placement: Global Corporate Fixed Income

Fund: iShares ESG Advanced 1-5 Year Canadian Corporate Bond Index ETF (XSHG)
Category Placement: Canadian Short Term Fixed Income

Fund: iShares ESG Advanced Canadian Corporate Bond Index ETF C$ (XCBG)
Category Placement: Canadian Corporate Fixed Income

Fund: iShares U.S. Aggregate Bond Index ETF C$ (XAGG)
Category Placement: Global Fixed Income

Fund: iShares U.S. IG Corporate Bond Index ETF C$ (XCBU)
Category Placement: Global Corporate Fixed Income

Fund: Lysander-Canso U.S. Short Term and Floating Rate Fund Series A U$
Category Placement: Global Fixed Income

Fund: Mackenzie – IG Equity Hedge Pool Series P
Category Placement: Global Equity

Fund: Mackenzie Tax-Managed Global Equity Fund Series A
Category Placement: Global Equity

Fund: Middlefield Sustainable Agriculture & Wellness Div
Category Placement: Sector Equity

Fund: Picton Mahoney Fortified Special Situations Alternative Fund Class A
Category Placement: Alternative Credit Focused

Fund: RBC Canadian Mid-Cap Equity Fund Series D
Category Placement: Canadian Small/Mid Cap Equity

Fund: Steadfast Income Fund Series S
Category Placement: Global Fixed Income

Fund: VIP Global Commodities LP Class F
Category Placement: Commodity

Fund: VPI Total Equity Pool Series A
Category Placement: North American Equity

Jun

Results of New Fund Reviews – June 24, 2021

Fund: Dynamic Active Emerging Markets ETF (DXEM)
Category Placement: Emerging Markets Equity

Fund: Dynamic Active Energy Evolution ETF (DXET)
Category Placement: Energy Equity

Fund: EHP Strategic Income Alternative Fund Class A
Category Placement: Alternative Credit Focused

Fund: Equitable Life Fidelity Tactical Asset Allocation Growth Portfolio Select
Category Placement: Global Equity Balanced

Fund: FGP Conservative Bond Fund
Category Placement: Global Fixed Income

Fund: FGP Private Emerging Markets Fund
Category Placement: Emerging Markets Equity

Fund: FGP Short Term Bond Fund
Category Placement: Global Fixed Income

Fund: FGP Small Cap Canadian Equity Fund
Category Placement: Canadian Small/Mid Cap Equity

Fund: FGP Universe Bond Fund
Category Placement: Global Fixed Income

Fund: Franklin ClearBridge Sustainable Global Infrastructure Income Fund Series A
Category Placement: Global Infrastructure Equity

Fund: Group RMC Realty LP
Category Placement: Miscellaneous – Income and Real Property

Fund: Hillsdale US Micro Cap Equity Fund Series A U$ – STD
Category Placement: U.S. Small/Mid Cap Equity

Fund: Horizons Global Hydrogen Index ETF (HYDR)
Category Placement: Sector Equity

Fund: Horizons Global Lithium Producers Index ETF (HLIT)
Category Placement: Sector Equity

Fund: Horizons Global Semiconductor Index ETF (CHPS)
Category Placement: Sector Equity

Fund: Invesco Nasdaq 100 Equal Weight Index ETF – CAD Units (QQEQ)
Category Placement: U.S. Equity

Fund: Invesco NASDAQ Next Gen 100 Index ETF – CAD Units (QQJR)
Category Placement: U.S. Equity

Fund: JPMorgan Funds – Europe Equity Plus Fund
Category Placement: Alternative Equity Focused

Fund: Longevity Pension Fund Class Accumulator A
Category Placement: Global Neutral Balanced

Fund: Lysander-Triasima All Country Long/Short Equity Fund Series A
Category Placement: Alternative Equity Focused

Fund: Manulife Climate Action Segregated Fund
Category Placement: Global Equity

Fund: MFS LifePlan Retirement 2065
Category Placement: 2035+ Target Date Portfolio

Fund: NBI Global Balanced Growth Fund Advisor Series/ISC
Category Placement: Global Equity Balanced

Fund: NBI Sustainable Canadian Bond Fund Advisor Series/ISC
Category Placement: Canadian Fixed Income

Fund: NBI Sustainable Canadian Equity Fund Advisor Series/ISC
Category Placement: Canadian Equity

Fund: NBI Sustainable Global Equity Fund Advisor Series/ISC
Category Placement: Global Equity

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

Fund: RBC Vision Balanced GIF Invest Series
Category Placement: Global Equity Balanced

Fund: RBC Vision Canadian Equity GIF Invest Series
Category Placement: Canadian Equity

Fund: SSQ 100% Equity Strategy GIF
Category Placement: Global Equity

Fund: SSQ Celestia 100% Equity GIF
Category Placement: Global Equity

Fund: SSQ CI Global Real Estate GIF
Category Placement: Real Estate Equity

Fund: SSQ Fisher ESG U.S. Small Cap Equity GIF
Category Placement: U.S. Small/Mid Cap Equity

Fund: SSQ GQG Partners Global Equity GIF
Category Placement: Global Equity

Fund: SSQ GQG Partners International Equity GIF
Category Placement: International Equity

Fund: Templeton Global Bond Fund Series A-Hedged
Category Placement: Global Fixed Income

Fund: The Genesis Emerging Markets, L.P.
Category Placement: Emerging Markets Equity

Fund: Universal Life SSQ 100% Equity Strategy
Category Placement: Global Equity

Fund: Universal Life SSQ CI Global Real Estate
Category Placement: Real Estate Equity

May

Results of New Fund Reviews – May 27, 2021

Fund: 3iQ CoinShares Ether ETF (ETHQ)
Category Placement: Alternative Other

Fund: Addenda Balanced Pooled Fund
Category Placement: Global Neutral Balanced

Fund: Avenue Living Real Estate Core Trust
Category Placement: Miscellaneous – Income and Real Property

Fund: BMO Clean Energy ETF Fund Series A
Category Placement: Global Small/Mid Cap Equity

Fund: BMO Nasdaq 100 Equity ETF Fund Series A
Category Placement: U.S. Equity

Fund: BMO SDG Engagement Global Equity Fund Series A
Category Placement: Global Equity

Fund: BMO Sustainable Bond Fund Series A
Category Placement: Canadian Fixed Income

Fund: BMO Sustainable Opportunities China Equity Fund Series A
Category Placement: Greater China Equity

Fund: BMO U.S. All Cap Equity Fund Series A
Category Placement: U.S. Equity

Fund: Burgundy High Yield Bond
Category Placement: High Yield Fixed Income

Fund: Burgundy Investment Grade Bond
Category Placement: Global Corporate Fixed Income

Fund: Burgundy Total Return Bond
Category Placement: Global Corporate Fixed Income

Fund: CAN Pathways Global Tactical (ILIM) 75/75
Category Placement: Global Equity

Fund: CIBC Sustainable Global Equity Fund Class A
Category Placement: Global Equity

Fund: Cortland Advanced Credit Model LP Series A
Category Placement: Alternative Credit Focused

Fund: EIM Partners Fund Series A
Category Placement: Global Equity

Fund: Emso Unconstrained Blended Long Only
Category Placement: Miscellaneous – Other

Fund: Evolve Ether ETF (ETHR)
Category Placement: Alternative Other

Fund: Evolve FANGMA Index ETF CAD Hedged Units (TECH)
Category Placement: Sector Equity

Fund: Evolve S&P 500 CleanBeta Fund – Hedged ETF Units (FIVE)
Category Placement: U.S. Equity

Fund: Evolve S&P/TSX 60 CleanBeta Fund – Unhedged ETF Units (SIXT)
Category Placement: Canadian Equity

Fund: FDP Opportunity Fixed Income Private Portfolio Series I
Category Placement: Global Fixed Income

Fund: Fidelity Asset Allocation Private Pool Trust Series B
Category Placement: Canadian Neutral Balanced

Fund: Fidelity Balanced Income Private Pool Trust Series B
Category Placement: Canadian Fixed Income Balanced

Fund: Fidelity Balanced Private Pool Trust Series B
Category Placement: Global Neutral Balanced

Fund: Fidelity Climate Leadership Balanced Fund Series A
Category Placement: Global Neutral Balanced

Fund: Fidelity Climate Leadership Bond Fund Series A
Category Placement: Global Fixed Income

Fund: Fidelity Climate Leadership Fund Series A
Category Placement: Global Equity

Fund: Fidelity Global Intrinsic Value Fund Series A
Category Placement: Global Small/Mid Cap Equity

Fund: GBP Accumulation RDR II Shares
Category Placement: Global Equity

Fund: Guardian Canadian Targeted Exposure Equity Fund
Category Placement: Canadian Equity

Fund: Guardian i3 Global Quality Growth Fund Series A
Category Placement: Global Equity

Fund: Guardian i3 International Quality Growth Fund Series A
Category Placement: International Equity

Fund: Guardian U.S. Equity Fund Series A
Category Placement: U.S. Equity

Fund: Hillsdale Global Small Cap Equity Strat
Category Placement: Global Small/Mid Cap Equity

Fund: Horizons S&P Green Bond Index ETF – Class A Units (HGGB)
Category Placement: Global Fixed Income

Fund: HSBC U.S. Equity Index Fund Investor Series
Category Placement: U.S. Equity

Fund: iA Canadian Equity Fossil Fuel Free (Jarislowsky)
Category Placement: Canadian Equity

Fund: iA Canadian Ethical Equity Fossil Fuel Free (Fiera Capital)
Category Placement: Canadian Equity

Fund: iA Global Equity Fossil Fuel Free (Jarislowsky)
Category Placement: Global Equity

Fund: iA Global Stewardship Equity (Baillie Gifford)
Category Placement: Global Equity

Fund: iA Green Bond (AlphaFixe)
Category Placement: Global Fixed Income

Fund: IPC Essentials Equity Portfolio Series A
Category Placement: Global Equity

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

Fund: La Capitale US Eq Small-Mid Cap
Category Placement: U.S. Small/Mid Cap Equity

Fund: Laurier Private Equity Pool Class A
Category Placement: Alternative Other

Fund: LKCM International Equity, L.P.
Category Placement: International Equity

Fund: Longmark
Category Placement: Global Equity

Fund: Mackenzie Emerging Markets Equity Index ETF (QEE)
Category Placement: Emerging Markets Equity

Fund: Manulife Climate Action Class Advisor Series
Category Placement: Global Equity

Fund: Manulife Climate Action Fund Advisor Series
Category Placement: Global Equity

Fund: Manulife Climate Action GIF
Category Placement: Global Equity

Fund: Manulife Real Asset Investment Fund Series F
Category Placement: Miscellaneous – Income and Real Property

Fund: Manulife U.S. Dollar U.S. Dividend Inc Advisor Sr
Category Placement: U.S. Equity

Fund: Manulife U.S. Dollar U.S. Equity Fund Advisor Sr
Category Placement: U.S. Equity

Fund: Manulife Value Balanced Private Segregated Pool
Category Placement: Global Neutral Balanced

Fund: RBC Long/Short NA Equity Fund F 2021
Category Placement: Alternative Equity Focused

Fund: Revesco Canadian Holdings LP Class B
Category Placement: Miscellaneous – Income and Real Property

Fund: Spouting Rock Highwood Cptl Partners, LP
Category Placement: Alternative Other

Fund: Tralucent Global Equity Fund Series A
Category Placement: Alternative Equity Focused

Fund: Waypoint Private Credit Fund LP Class F C$
Category Placement: Alternative Other

Fund: Wealthsimple Shariah World Equity Index ETF (WSHR)
Category Placement: Global Equity

Apr

Results of New Fund Reviews – Apr 22, 2021

Fund: 3iQ CoinShares Bitcoin ETF (BTCQ)
Category Placement: Alternative Other

Fund: BMO Balanced ESG ETF GIF
Category Placement: Global Neutral Balanced

Fund: BMO Sustainable Opportunities Global Equity GIF
Category Placement: Global Equity

Fund: Canada Life Canadian Dividend Fund Series Q
Category Placement: Canadian Dividend & Income Equity

Fund: Canada Life Canadian Focused Growth Fund Series Q
Category Placement: Canadian Focused Equity

Fund: Canada Life Floating Rate Income Fund Series Q
Category Placement: Floating Rate Loan

Fund: Canada Life Foreign Equity Fund Series Q
Category Placement: Global Equity

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

Fund: Canada Life Strategic Income Fund Series Q
Category Placement: Canadian Neutral Balanced

Fund: CI Bitcoin Fund Series A U$
Category Placement: Alternative Other

Fund: CI Ethereum Fund Series A U$
Category Placement: Alternative Other

Fund: Desjardins fin’l CC&L Canadian Equity Income & Growth
Category Placement: Canadian Dividend & Income Equity

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

Fund: Desjardins fin’l T. Rowe Price U.S. Equity
Category Placement: U.S. Equity

Fund: Desjardins Global Government Bond Index Fund I
Category Placement: Global Fixed Income

Fund: Desjardins Global Managed Bond Fund I
Category Placement: Global Fixed Income

Fund: Desjardins International Equity Value Fund I
Category Placement: International Equity

Fund: Emerge ARK Space Exploration ETF Series A Units
Category Placement: Global Equity

Fund: FDP Alternative Strategies Private Portfolio Series I
Category Placement: Alternative Multi-Strategy

Fund: FDP Canadian Dynamic Equity Private Portfolio Series I
Category Placement: Canadian Equity

Fund: FDP Canadian Municipal Bond Private Portfolio Series I
Category Placement: Canadian Fixed Income

Fund: FDP Short Term Fixed Income Portfolio Series I
Category Placement: Canadian Short Term Fixed Income

Fund: Fidelity Tactical Asset Allocation Balanced Institutional Trust
Category Placement: Global Neutral Balanced

Fund: Fidelity Tactical Asset Allocation Growth Institutional Trust
Category Placement: Global Equity Balanced

Fund: Fidelity Tactical Asset Allocation Income Institutional Trust
Category Placement: Global Fixed Income Balanced

Fund: Fountain Core Plus Private Pool
Category Placement: North American Equity

Fund: Guardian Canadian Targeted Exposure Equity Fund (GCTE)
Category Placement: Canadian Equity

Fund: Harvest Space Innovation Index ETF (ORBT)
Category Placement: Global Equity

Fund: Horizons BetaPro Bitcoin ETF (HBIT)
Category Placement: Alternative Other

Fund: Horizons BetaPro Inverse Bitcoin ETF (BITI)
Category Placement: Alternative Other

Fund: Horizons Global BBIG Technology ETF (BBIG)
Category Placement: Global Equity

Fund: HSBC Emerging Markets Equity Index Fund Investor Series
Category Placement: Emerging Markets Equity

Fund: Mackenzie Global Sustainable Bond Fund Series A
Category Placement: Global Fixed Income

Fund: Mackenzie Greenchip Global Balanced Fund Series A
Category Placement: Global Neutral Balanced

Fund: NewGen Focused Alpha Fund Class C Founders
Category Placement: Alternative Equity Focused

Fund: Ninepoint Alternative Credit Opportunities Fund Series A units
Category Placement: Alternative Credit Focused

Fund: Portland Life Sciences Alternative Funds Series A
Category Placement: Alternative Equity Focused

Fund: Purpose Ether ETF (ETHH)
Category Placement: Alternative Other

Fund: Purpose Global Climate Opportunities Fund Class A
Category Placement: Global Equity

Fund: Sun Life BlackRock Canadian Composite Equity Fund Series I
Category Placement: Canadian Equity

Fund: TD Emerald Global Equity Shareholder Yield Non-Taxable Investor PFT
Category Placement: Global Equity

Fund: TD Global Healthcare Leaders Index ETF (TDOC)
Category Placement: Sector Equity

Fund: Viewpoint Global Risk Parity Trust Series F Class A
Category Placement: Alternative Multi-Strategy

Fund: WaveFront All-Weather Fund LP Class F
Category Placement: Alternative Multi-Strategy

Fund: WGI Global Ex-U.S. Fund
Category Placement: International Equity

Mar

Results of New Fund Reviews – Mar 25, 2021

Fund: AM Legacies Growth
Category Placement: North American Equity

Fund: Bay Capital India Fund
Category Placement: Geographic Equity

Fund: Burgundy American Ultra Fcs Opports Fd
Category Placement: U.S. Equity

Fund: Canada Life US All Cap Growth Fund Series Q
Category Placement: U.S. Equity

Fund: CI Galaxy Bitcoin ETF – ETF C$ Unhedged Series (BTCX.B)
Category Placement: Alternative Other

Fund: CI Galaxy Ethereum ETF U$ (ETHX.U)
Category Placement: Alternative Other

Fund: CIBC Canadian Bond Index ETF (CCBI)
Category Placement: Canadian Fixed Income

Fund: CIBC Canadian Equity Index ETF (CCEI)
Category Placement: Canadian Equity

Fund: CIBC Emerging Markets Equity Index ETF (CEMI)
Category Placement: Emerging Markets Equity

Fund: CIBC Glo Bond ex-Canada Index ETF (CAD-Hdg) (CGBI)
Category Placement: Global Fixed Income

Fund: CIBC International Equity Index ETF (CIEI)
Category Placement: International Equity

Fund: CIBC U.S. Equity Index ETF (CUEI)
Category Placement: U.S. Equity

Fund: CL Global Equity Focus (Phillips, Hager & North)
Category Placement: Global Equity

Fund: Desjardins fin’l Baillie Gifford Emerging Markets
Category Placement: Emerging Markets Equity

Fund: Dynamic Active International ETF (DXIF)
Category Placement: International Equity

Fund: Dynamic Active Retirement Income+ ETF (DXR)
Category Placement: Alternative Equity Focused

Fund: Dynamic Emerging Markets Equity Fund Series A
Category Placement: Emerging Markets Equity

Fund: Fiera Global Impact Fund
Category Placement: Global Equity

Fund: Fiera Sustainable Global Equity Fund
Category Placement: Global Equity

Fund: First Trust JFL Fixed Income Core Plus ETF (FJFB)
Category Placement: Canadian Fixed Income

Fund: First Trust JFL Global Equity ETF (FJFG)
Category Placement: Global Equity

Fund: Fundamental Canadian Equity Fund (CCL)
Category Placement: Canadian Equity

Fund: Guardian Canadian Bond ETF (GCBD)
Category Placement: Canadian Fixed Income

Fund: Guardian Canadian Sector Controlled Equity Fund Series A
Category Placement: Canadian Equity

Fund: Guardian Fundamental All Country Equity ETF (GGAC)
Category Placement: Global Equity

Fund: Guardian Fundamental Emerging Markets Equity ETF (GGEM)
Category Placement: Emerging Markets Equity

Fund: ICM Property Partner Trust
Category Placement: Miscellaneous – Income and Real Property

Fund: iProfile Active Allocation Private Pool I Series I
Category Placement: Tactical Balanced

Fund: iProfile Active Allocation Private Pool II Series I
Category Placement: Tactical Balanced

Fund: iProfile Active Allocation Private Pool III Series I
Category Placement: Tactical Balanced

Fund: iProfile Alternatives Private Pool Series I
Category Placement: Alternative Multi-Strategy

Fund: iProfile Low Volatility Private Pool Series I
Category Placement: Global Equity

Fund: iShares ESG MSCI Canada Leaders Index ETF (XCLR)
Category Placement: Canadian Equity

Fund: iShares ESG MSCI EAFE Leaders Index ETF (XDLR)
Category Placement: International Equity

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

Fund: Manulife MIM Target De-risking 100
Category Placement: Canadian Fixed Income Balanced

Fund: Manulife MIM Target De-risking 105 Ag
Category Placement: Canadian Fixed Income Balanced

Fund: Manulife MIM Target De-risking 105 Mt
Category Placement: Canadian Fixed Income Balanced

Fund: Manulife MIM Target De-risking 105 Yg
Category Placement: Canadian Fixed Income Balanced

Fund: Manulife MIM Target De-risking 80
Category Placement: Canadian Equity Balanced

Fund: Manulife MIM Target De-risking 90
Category Placement: Canadian Neutral Balanced

Fund: Meckelborg MFG Top Picks Fund Class F
Category Placement: Global Equity

Fund: Muvlihill Premium Yield Fund
Category Placement: North American Equity

Fund: Ninepoint Convertible Securities Fund Series A Units
Category Placement: High Yield Fixed Income

Fund: Oaktree Real Estate Income Corp. Class C
Category Placement: Miscellaneous – Income and Real Property

Fund: PCJ Absolute Return II Fund Series A
Category Placement: Alternative Market Neutral

Fund: PH&N Enhanced Long Bond Pension Trust O
Category Placement: Canadian Fixed Income

Fund: Quintessence Wealth RowanOak Enhanced Global Yield Fund Series R
Category Placement: Tactical Balanced

Fund: Scotia Sustainable Emerging Markets Equity Fund Class A
Category Placement: Emerging Markets Equity

Fund: Scotia Sustainable Global Corporate Bond Fund Class A
Category Placement: Global Corporate Fixed Income

Fund: Scotia Sustainable Global Equity Fund Class A
Category Placement: Global Equity

Fund: Yorkville Pre-IPO Equity LP Class A
Category Placement: Alternative Other

Feb

Results of New Fund Reviews – Feb 25, 2021

Fund: Accelerate OneChoice Alternative Portfolio ETF (ONEC)
Category Placement: Alternative Multi-Strategy

Fund: Access Growth Fund Series A
Category Placement: Alternative Equity Focused

Fund: Access Private Income Fund Series A
Category Placement: Alternative Credit Focused

Fund: Adaptive ETF Global Tactical Fund
Category Placement: Tactical Balanced

Fund: BlackRock – IG Low Volatility International Equity Pool Series P
Category Placement: International Equity

Fund: Canoe Global Private Equity Fund Series A
Category Placement: Alternative Other

Fund: CI Global Equity Pool Series A
Category Placement: Global Equity

Fund: Dynamic International Discovery Fund Series A
Category Placement: International Equity

Fund: Evolve Bitcoin ETF – CAD Units (EBIT)
Category Placement: Alternative Other

Fund: Fidelity Global Low Volatility Equity Institutional Trust
Category Placement: Global Equity

Fund: Franklin Innovation Active ETF (FINO)
Category Placement: Global Equity

Fund: Franklin Innovation Fund Series A
Category Placement: Global Equity

Fund: Horizons Psychedelic Stock Index ETF (PSYK)
Category Placement: Sector Equity

Fund: IA Clarington Loomis U.S. All Cap Growth Fund Series A
Category Placement: U.S. Equity

Fund: LionGuard U.S. Small Cap Fund LP Class A
Category Placement: U.S. Small/Mid Cap Equity

Fund: LionGuard U.S. Small Cap Trust Fund Class A
Category Placement: U.S. Small/Mid Cap Equity

Fund: NBI Active International Equity ETF (NINT)
Category Placement: International Equity

Fund: NBI Active U.S. Equity ETF (NUSA)
Category Placement: U.S. Equity

Fund: NBI Canadian Dividend Income ETF (NDIV)
Category Placement: Canadian Dividend & Income Equity

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

Fund: PH&N Corporate Bond Trust O
Category Placement: Canadian Fixed Income

Fund: PH&N Short Investment Grade Corporate Bond Trust O
Category Placement: Canadian Fixed Income

Fund: Picton Mahoney Absolute Alpha Fund Class A
Category Placement: Alternative Multi-Strategy

Fund: PIMCO Climate Bond Fund (Canada) Series A
Category Placement: Global Fixed Income

Fund: PIMCO ESG Income Fund (Canada) Series A
Category Placement: Global Fixed Income

Fund: Purpose Bitcoin ETF – ETF Units (BTCC)
Category Placement: Alternative Other

Fund: SmartBe Canadian Quantitative Momentum Index ETF (SBCM)
Category Placement: Canadian Equity

Fund: SmartBe Canadian Quantitative Value Index ETF (SBCV)
Category Placement: Canadian Equity

Fund: SmartBe U.S. Quantitative Momentum Index ETF (SBQM)
Category Placement: U.S. Equity

Fund: SmartBe U.S. Quantitative Value Index ETF (SBQV)
Category Placement: U.S. Equity

Fund: Starlight Private Global Infrastructure Pool Series A
Category Placement: Alternative Other

Fund: Starlight Private Global Real Estate Pool Series A
Category Placement: Alternative Other

Fund: TriDelta Alternative Performance Fund Class F
Category Placement: Alternative Other

Fund: US Bridge Loan Fund Trust Class AC$
Category Placement: Alternative Other

Jan

Results of New Fund Reviews – Jan 28, 2021

Fund: 1832 AM International Equity LP Series I
Category Placement: International Equity

Fund: Alitis Dividend Growth Fund Class D
Category Placement: Canadian Focused Equity

Fund: AM Alternative Strategies Fund
Category Placement: Alternative Equity Focused

Fund: AM CDN Conserv EQ
Category Placement: North American Equity

Fund: AM Income
Category Placement: Canadian Fixed Income Balanced

Fund: AM Morris Fiancial Balanced Growth
Category Placement: Global Equity Balanced

Fund: BlueBay $U.S. Global High Yield Bond Fund (Canada) A
Category Placement: High Yield Fixed Income

Fund: BlueBay $U.S. Global Investment Grade Corporate Bond Fund (Canada) A
Category Placement: Global Corporate Fixed Income

Fund: BlueBay Global High Yield Bond Fund (Canada) A
Category Placement: High Yield Fixed Income

Fund: BMO Clean Energy Index ETF (ZCLN)
Category Placement: Global Small/Mid Cap Equity

Fund: BMO Covered Call Technology ETF (ZWT)
Category Placement: Sector Equity

Fund: BMO Money Market ETF (ZMMK)
Category Placement: Canadian Money Market

Fund: BMO MSCI Fintech Innovation Index ETF (ZFIN)
Category Placement: Global Equity

Fund: BMO MSCI Genomic Innovation Index ETF (ZGEN)
Category Placement: Global Equity

Fund: BMO MSCI Innovation Index ETF (ZINN)
Category Placement: Global Equity

Fund: BMO MSCI Next Gen Internet Innovation Index ETF (ZINT)
Category Placement: Global Equity

Fund: BMO MSCI Tech & Industrial Innovation Index ETF (ZAUT)
Category Placement: Global Equity

Fund: BMO Short-Term US TIPS Index ETF (ZTIP)
Category Placement: Global Fixed Income

Fund: Canoe EL Bal Protection Portfolios 75/75
Category Placement: Global Neutral Balanced

Fund: Canoe EL Conservative Protection Portfolios 75/75
Category Placement: Global Fixed Income Balanced

Fund: Canoe EL Mod Growth Protection Portfolios 75/75
Category Placement: Global Equity Balanced

Fund: CI Emerging Markets Bond Fund Series I
Category Placement: Emerging Markets Fixed Income

Fund: CI Galaxy Bitcoin Fund Class A
Category Placement: Alternative Other

Fund: CI Gold Bullion Fund – ETF C$ Hedged Series (VALT)
Category Placement: Commodity

Fund: Concentric Black Creek Global Leaders GIF 75/75
Category Placement: Global Equity

Fund: Concentric Black Creek Int Eqty GIF 75/75
Category Placement: International Equity

Fund: Concentric Cambridge Asset Allocation GIF 75/75
Category Placement: Tactical Balanced

Fund: Concentric Cambridge Canadian Dividend GIF 75/75
Category Placement: Canadian Dividend & Income Equity

Fund: Concentric Cambridge Canadian Equity GIF 75/75
Category Placement: Canadian Focused Equity

Fund: Concentric Cambridge Global Smaller Companies GIF 75/75
Category Placement: Global Small/Mid Cap Equity

Fund: Concentric CI Int Value GIF 75/75
Category Placement: International Equity

Fund: Concentric CI Inv Grd Bd GIF 75/75
Category Placement: Global Corporate Fixed Income

Fund: Concentric CI Money Mkt GIF 75/75
Category Placement: Canadian Money Market

Fund: Concentric Port Ser Mx Gr GIF 75/75
Category Placement: Global Equity

Fund: Concentric Port Series Balanced GIF 75/75
Category Placement: Global Neutral Balanced

Fund: Concentric Port Series Balanced Growth GIF 75/75
Category Placement: Global Equity Balanced

Fund: Concentric Port Series Conservative Balanced GIF 75/75
Category Placement: Global Neutral Balanced

Fund: Concentric Port Series Conservative GIF 75/75
Category Placement: Global Neutral Balanced

Fund: Concentric Port Series Growth GIF 75/75
Category Placement: Global Equity Balanced

Fund: Concentric Port Series Income GIF 75/75
Category Placement: Global Fixed Income Balanced

Fund: Concentric Sentry Small/Mid Cap Income GIF 75/75
Category Placement: Canadian Focused Small/Mid Cap Equity

Fund: Concentric Sentry U.S. Gr & In GIF 75/75
Category Placement: U.S. Equity

Fund: Concentric Signature Cdn Bond GIF 75/75
Category Placement: Canadian Fixed Income

Fund: Concentric Signature Corp Bond GIF 75/75
Category Placement: High Yield Fixed Income

Fund: Concentric Signature Gl In & Gr GIF 75/75
Category Placement: Global Neutral Balanced

Fund: Concentric Signature High Inc GIF 75/75
Category Placement: Global Neutral Balanced

Fund: DGIA Canadian Bond Fund
Category Placement: Canadian Fixed Income

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

Fund: Empire Life Multi-Strat Global Grow Bal Por GIF 75/75 Class K
Category Placement: Global Neutral Balanced

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

Fund: Evolve Cloud Computing Index Fund – Hedged ETF Units (DATA)
Category Placement: Global Equity

Fund: FÉRIQUE Global Innovation Equity Fund Series A
Category Placement: Global Equity

Fund: FÉRIQUE Global Sustainable Development Bond Fund Series A
Category Placement: Global Fixed Income

Fund: FÉRIQUE Global Sustainable Development Equity Fund Series A
Category Placement: Global Equity

Fund: Fidelity All-in-One Balanced ETF (FBAL)
Category Placement: Global Neutral Balanced

Fund: Fidelity All-in-One Balanced ETF Fund Series F
Category Placement: Global Neutral Balanced

Fund: Fidelity All-in-One Growth ETF (FGRO)
Category Placement: Global Equity Balanced

Fund: Fidelity All-in-One Growth ETF Fund Series F
Category Placement: Global Equity Balanced

Fund: Fidelity Multi-Asset Innovation Fund Series F
Category Placement: Tactical Balanced

Fund: Fidelity Multi-Sector Bond Hedged Multi-Asset Base Fund Series O
Category Placement: Global Fixed Income

Fund: GREENROCK Founders Fund LP
Category Placement: Alternative Equity Focused

Fund: Harvest Clean Energy ETF (HCLN)
Category Placement: Global Equity

Fund: Harvest Travel & Leisure Index ETF (TRVL)
Category Placement: North American Equity

Fund: Invesco NASDAQ 100 Index ETF Fund Series A
Category Placement: U.S. Equity

Fund: Invesco NASDAQ Next Gen 100 Index ETF Fund Series A
Category Placement: U.S. Equity

Fund: Invesco S&P 500 ESG Index ETF Fund Series A
Category Placement: U.S. Equity

Fund: Invesco S&P/TSX Composite ESG Index ETF Class Series A
Category Placement: Canadian Equity

Fund: Mackenzie Northleaf Private Credit A
Category Placement: Alternative Other

Fund: Next Edge Biotech and Life Sciences Opportunities Fund Class A
Category Placement: Alternative Equity Focused

Fund: Ninepoint 2021 Flow Through Quebec Class LP Series A
Category Placement: Natural Resources Equity

Fund: Ninepoint 2021 Flow-Through National Class Limited Partnership Series A
Category Placement: Natural Resources Equity

Fund: Ninepoint Bitcoin Trust Series A C$
Category Placement: Alternative Other

Fund: Plutus Super Flow-Through LP Series A
Category Placement: Natural Resources Equity

Fund: RBC $U.S. Core Bond Pool A
Category Placement: Global Fixed Income

Fund: RBC $U.S. Core Plus Bond Pool A
Category Placement: Global Fixed Income

Fund: RBC $U.S. Global Balanced Portfolio A
Category Placement: Global Neutral Balanced

Fund: RBC $U.S. Global Bond Fund A
Category Placement: Global Fixed Income

Fund: RBC $U.S. Short-Term Government Bond Fund A
Category Placement: Global Fixed Income

Fund: RBC Short-Term Global Bond Fund A
Category Placement: Global Fixed Income

Fund: RBC Vision Fossil Fuel Free Balanced Fund A
Category Placement: Global Neutral Balanced

Fund: RBC Vision Fossil Fuel Free Bond Fund A
Category Placement: Canadian Fixed Income

Fund: RBC Vision Fossil Fuel Free Emerging Markets Equity Fund A
Category Placement: Emerging Markets Equity

Fund: RBC Vision Fossil Fuel Free Short-Term Bond Fund A
Category Placement: Canadian Short Term Fixed Income

Fund: RBC Vision QUBE Fossil Fuel Free Low Volatility Canadian Equity Fund A
Category Placement: Canadian Equity

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