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
Dec
Results of New Fund Reviews – December 16, 2021
| Fund: | Alliance Real Estate Investment A |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Canada Life Sustainable Income (JPM) |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Canada Life Sustainable Target Date 2025 (JPM) |
| Category Placement: | 2025 Target Date Portfolio |
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| Fund: | Canada Life Sustainable Target Date 2030 (JPM) |
| Category Placement: | 2030 Target Date Portfolio |
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| Fund: | Canada Life Sustainable Target Date 2035 (JPM) |
| Category Placement: | 2035 Target Date Portfolio |
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| Fund: | Canada Life Sustainable Target Date 2040 (JPM) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Canada Life Sustainable Target Date 2045 (JPM) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Canada Life Sustainable Target Date 2050 (JPM) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Canada Life Sustainable Target Date 2055 (JPM) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Canada Life Sustainable Target Date 2060 (JPM) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Evolve Metaverse ETF – Hedged ETF Units (MESH) |
| Category Placement: | Global Equity |
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| Fund: | FGP Global Smaller Companies Fund |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | FGP Mortgage Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Fidelity Advantage Bitcoin ETF (FBTC) |
| Category Placement: | Alternative Other |
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| Fund: | Fidelity Advantage Bitcoin ETF Fund Series B |
| Category Placement: | Alternative Other |
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| Fund: | Fiera Infrastructure Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Global Tactical Asset Allocation Fund Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | Horizons Global Metaverse Index ETF (MTAV) |
| Category Placement: | Global Equity |
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| Fund: | LSQ SPAC Fund Class F |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Manulife Franklin Bissett Core Plus Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Manulife Lazard Global Infrastructure |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | Manulife Lazard Global Small-Cap Equity |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Manulife Mawer Global Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | Manulife RBC Emerging Markets Equity |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Metric Diversified Alpha Fund Class A-I |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Outcome Enhanced Dividend Fund Class A |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Purpose Bitcoin Yield ETF Class A |
| Category Placement: | Alternative Other |
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| Fund: | Purpose Crypto Opportunities ETF Class A |
| Category Placement: | Alternative Other |
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| Fund: | Purpose Ether Yield ETF Class A |
| Category Placement: | Alternative Other |
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| Fund: | SunWise Essential CI Black Creek International Equity Segregated Funds Fund |
| Category Placement: | International Equity |
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| Fund: | SunWise Essential CI Cambridge American Equity Segregated Funds Fund |
| Category Placement: | U.S. Equity |
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| Fund: | SunWise Essential Sun Life McLean Budden Canadian Bond Segregated Funds Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | SunWise Essential Sun Life MFS Global Growth Segregated Funds Fund |
| Category Placement: | Global Equity |
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| Fund: | SunWise Essential Sun Life MFS International Growth Segregated Funds Fund |
| Category Placement: | International Equity |
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| Fund: | SunWise Essential Sun Life MFS U.S. Growth Segregated Funds Fund |
| Category Placement: | U.S. Equity |
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| Fund: | TD Emerald U.S. Market Index Fund Class B |
| Category Placement: | U.S. Equity |
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Nov
Results of New Fund Reviews – November 25, 2021
| Fund: | Brompton Flaherty & Crumrine Enhanced Investment Grade Preferred ETF (BEPR) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Canada Life LifePlan 2025 Fund (MFS) |
| Category Placement: | 2025 Target Date Portfolio |
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| Fund: | Canada Life LifePlan 2030 Fund (MFS) |
| Category Placement: | 2030 Target Date Portfolio |
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| Fund: | Canada Life LifePlan 2035 Fund (MFS) |
| Category Placement: | 2035 Target Date Portfolio |
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| Fund: | Canada Life LifePlan 2040 Fund (MFS) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Canada Life LifePlan 2045 Fund (MFS) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Canada Life LIfePlan 2050 Fund (MFS) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Canada Life LifePlan 2055 Fund (MFS) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Canada Life LifePlan 2060 Fund (MFS) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Canada Life LifePlan 2065 Fund (MFS) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Canada Life LifePlan Retirement Fd (MFS) |
| Category Placement: | Global Neutral Balanced |
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| Fund: | CIBC Clean Energy Index ETF (CCLN) (CCLN) |
| Category Placement: | North American Equity |
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| Fund: | CIBC Qx Canadian Low Volatility Dividend ETF (CQLC) (CQLC) |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | CIBC Qx International Low Volatility Dividend ETF (CQLI) (CQLI) |
| Category Placement: | International Equity |
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| Fund: | CIBC Qx U.S. Low Volatility Dividend ETF (CQLU) (CQLU) |
| Category Placement: | U.S. Equity |
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| Fund: | Harvest Digital Sports & Entertainment Index ETF Class A (HSPN) |
| Category Placement: | Sector Equity |
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| Fund: | Horizons GX Cybersecurity Index ETF (HBUG) |
| Category Placement: | Sector Equity |
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| Fund: | Horizons High Interest Savings ETF (CASH) |
| Category Placement: | Canadian Money Market |
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| Fund: | Invesco ESG NASDAQ 100 Index ETF – CAD Units (QQCE) |
| Category Placement: | U.S. Equity |
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| Fund: | Invesco ESG NASDAQ Next Gen 100 Index ETF – CAD Units (QQJE) |
| Category Placement: | U.S. Equity |
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| Fund: | IPC Conservative Income Portfolio Series A |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Mackenzie Maximum Diversification Global Multi-Asset Fund Series A |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Manulife BlackRock Moderate Index |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Manulife Smart Balanced Dividend ETF Bundle Advisor Series |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Manulife Smart Balanced Dividend ETF Bundle GIF Select InvestmentPlus |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Manulife Smart Defensive Equity ETF (CDEF) |
| Category Placement: | Canadian Equity |
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| Fund: | Manulife Smart U.S. Defensive Equity ETF – Hedged Units (UDEF) |
| Category Placement: | U.S. Equity |
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| Fund: | MM Fund Class A |
| Category Placement: | Canadian Equity |
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| Fund: | Pender Alternative Absolute Return Fund Class A |
| Category Placement: | Alternative Credit Focused |
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| Fund: | Pender Alternative Arbitrage Fund Class A |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Platinum Growth Fund Series P |
| Category Placement: | Global Equity |
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| Fund: | Putnam IG Sustainable Leaders Pool P |
| Category Placement: | US Equity |
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| Fund: | Sun Life KBI Sustainable Infrastructure Private Pool Series A |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | Sun Life MFS U.S. Mid Cap Growth Fund Series A |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | SunWise Essential CI Black Creek Global Leaders Fund Investment Class |
| Category Placement: | Global Equity |
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| Fund: | T. Rowe Price – IG Global Impact Pool Series P |
| Category Placement: | Global Equity |
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| Fund: | TD Global Equity Income Balanced Pool Advisor Series |
| Category Placement: | Global Equity Balanced |
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| Fund: | TD Global Equity Income Pool Advisor Series |
| Category Placement: | Global Equity |
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| Fund: | TD Global Technology Innovators Index ETF (TECI) |
| Category Placement: | Sector Equity |
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| Fund: | TD Morningstar ESG Canada Corporate Bond Index ETF (TMCC) |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | TD Morningstar ESG U.S. Corporate Bond Index ETF (TMUC) |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | Vantage Performance Fund Class F |
| Category Placement: | Canadian Focused Equity |
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| Fund: | Vantage Protected Performance Fund Class F |
| Category Placement: | Alternative Equity Focused |
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Oct
Results of New Fund Reviews – October 28, 2021
| Fund: | BlueBay Emerging Markets High Yield Corporate Bond Fund (Canada) Series A |
| Category Placement: | Emerging Markets Fixed Income |
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| Fund: | Canada Life Global Resources Fund A Series |
| Category Placement: | Natural Resources Equity |
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| Fund: | CIBC Atlas Point Global Multi-Strategy Canada Fund |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | CLAC Balanced Fund Pension Class |
| Category Placement: | Global Equity Balanced |
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| Fund: | CLAC Conservative Fund Pension Class (P) |
| Category Placement: | Global Neutral Balanced |
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| Fund: | DAGD Balanced Private Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | EdgePoint Monthly Income Portfolio Series A |
| Category Placement: | Canadian Fixed Income |
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| Fund: | EHP Multi-Asset Absolute Return Fund Class A |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | eQuaTe Global Opportunities (GO) Fund |
| Category Placement: | Global Equity |
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| Fund: | Evolve Cryptocurrencies ETF (ETC) |
| Category Placement: | Alternative Other |
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| Fund: | Fidelity Disruptive Automation Class Series B |
| Category Placement: | Global Equity |
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| Fund: | Fidelity Disruptors Class Series B |
| Category Placement: | Global Equity |
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| Fund: | Fidelity Inflation-Focused Fund Series B |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Guardian Strategic Income Fund Series I |
| Category Placement: | Alternative Credit Focused |
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| Fund: | Horizons Active ESG Corporate Bond ETF – Class A Units (HAEB) |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | Horizons Emerging Markets Leaders ETF – Class A Units (HEMC) |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Horizons Global Vaccines and Infectious Diseases Index ETF (HVAX) |
| Category Placement: | Sector Equity |
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| Fund: | Horizons GX Telemedicine and Digital Health Index ETF (HDOC) |
| Category Placement: | Sector Equity |
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| Fund: | Horizons North American Infrastructure Development Index ETF (BLDR) |
| Category Placement: | North American Equity |
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| Fund: | iA Fidelity Global Innovators Ecoflextra 75/75 |
| Category Placement: | Global Equity |
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| Fund: | iA Fidelity Global Low Volatility Equity |
| Category Placement: | Global Equity |
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| Fund: | iA Fidelity Multi-Asset Innovation Ecoflextra 75/75 |
| Category Placement: | Global Equity Balanced |
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| Fund: | iA Fixed Income Managed Portfolio Ecoflextra 75/75 |
| Category Placement: | Global Fixed Income |
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| Fund: | iA Fundamental Candn Eq (Beutel Goodman) |
| Category Placement: | Canadian Equity |
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| Fund: | iA Global Equity (Burgundy) |
| Category Placement: | Global Equity |
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| Fund: | iA Global Equity (Walter Scott) |
| Category Placement: | Global Equity |
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| Fund: | iA Global Equity Growth (T. Rowe Price) |
| Category Placement: | Global Equity |
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| Fund: | iA Global Equity Oppc Val (Wellington) |
| Category Placement: | Global Equity |
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| Fund: | iA Global Multisector Bond (Loomis Sayles) Ecoflextra 75/75 |
| Category Placement: | Global Fixed Income |
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| Fund: | IG Climate Action Portfolio – Global Equity Balanced Series F |
| Category Placement: | Global Equity Balanced |
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| Fund: | IG Climate Action Portfolio – Global Equity Series F |
| Category Placement: | Global Equity |
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| Fund: | IG Climate Action Portfolio – Global Fixed Income Balanced Series F |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | IG Climate Action Portfolio – Global Neutral Balanced Series F |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Invesco Emerging Markets Select Pool Series I |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Mackenzie ChinaAMC All China Bond Fund Series A |
| Category Placement: | Emerging Markets Fixed Income |
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| Fund: | Mackenzie ChinaAMC Multi-Asset Fund Series A |
| Category Placement: | Global Equity Balanced |
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| Fund: | Mackenzie Global Green Bond Fund Series A |
| Category Placement: | Global Fixed Income |
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| Fund: | Mackenzie Global Sustainable Bond ETF (MGSB) |
| Category Placement: | Global Fixed Income |
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| Fund: | Mackenzie Monthly Income Growth Portfolio Series A |
| Category Placement: | Global Equity Balanced |
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| Fund: | Mackenzie Northleaf Private Infrastructure Fund Series A |
| Category Placement: | Alternative Other |
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| Fund: | MLI Boston Partners Global Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | MLI Boston Partners Int Equity Fund |
| Category Placement: | International Equity |
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| Fund: | Nymbus Quant Multi-Strategy Fund Class F |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Nymbus Quantitative Income Plus Fund Series F |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Nymbus REIT F |
| Category Placement: | Real Estate Equity |
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| Fund: | Purpose Bitcoin ETF Class A |
| Category Placement: | Alternative Other |
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| Fund: | Purpose Ether ETF Class A |
| Category Placement: | Alternative Other |
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| Fund: | Sun GIF Solutions MFS Diversified Balanced Investment Series A |
| Category Placement: | Global Equity Balanced |
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| Fund: | Sun GIF Solutions MFS Diversified Canadian Equity Investment Series A |
| Category Placement: | Canadian Focused Equity |
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| Fund: | Sun GIF Solutions MFS Diversified Global Equity Investment Series A |
| Category Placement: | Global Equity |
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| Fund: | Sun GIF Solutions MFS Diversified International Equity Investment Series A |
| Category Placement: | International Equity |
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| Fund: | Sun GIF Solutions MFS Diversified U.S. Equity Investment Series A |
| Category Placement: | U.S. Equity |
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Sep
Results of New Fund Reviews – September 23, 2021
| Fund: | 10TH Street Wealth US Equity Fund Class F |
| Category Placement: | U.S. Equity |
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| Fund: | Accelerate Carbon-Negative Bitcoin ETF (ABTC) |
| Category Placement: | Alternative Other |
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| Fund: | Altema Diversified Equity Market Neutral Fund Series F |
| Category Placement: | Alternative Market Neutral |
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| Fund: | Auspice One Fund Trust Series A |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | BetaPro Equal Weight Canadian Bank -2x Daily Bear ETF (HBKD) |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | BetaPro Equal Weight Canadian Bank 2x Daily Bull ETF (HBKU) |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | BetaPro Equal Weight Canadian REIT -2x Daily Bear ETF (HRED) |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | BetaPro Equal Weight Canadian REIT 2x Daily Bull ETF (HREU) |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | Canada Life Sustainable Balanced Portfolio A Series |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Canada Life Sustainable Conservative Portfolio A Series |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Canada Life Sustainable Growth Portfolio A Series |
| Category Placement: | Global Equity Balanced |
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| Fund: | Capstone First Mortgage Fund LP O |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Capstone Mortgage Opp Fd LP Cl O |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | CIBC Global Bond ex-Canada Index ETF (CAD-Hedged) |
| Category Placement: | Global Fixed Income |
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| Fund: | Fidelity Canadian Equity Instl Tr |
| Category Placement: | Canadian Equity |
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| Fund: | Hamilton Lane Global Pri Assts Cnd Fdr I |
| Category Placement: | Alternative Other |
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| Fund: | IA Clarington Balanced Portfolio GIF, Class A, 100% |
| Category Placement: | Global Neutral Balanced |
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| Fund: | International Equity Pooled |
| Category Placement: | International Equity |
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| Fund: | Manulife Smart Corporate Bond ETF GIF Select InvestmentPlus |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | Manulife Smart Dividend ETF GIF Select InvestmentPlus |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Manulife Smart U.S. Dividend ETF GIF Select InvestmentPlus |
| Category Placement: | U.S. Equity |
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| Fund: | MarshallZehr First Mortgage Fund LP Class O |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Mawer U.S. Mid Cap Equity Fund Series A |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | MFG Alternative Strategies Fund Class L |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | MFG Global Equity Fund Class G |
| Category Placement: | Global Equity |
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| Fund: | Palos Merchant Fund L.P. |
| Category Placement: | Alternative Other |
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| Fund: | Pender Special Situations Fund Class A |
| Category Placement: | Canadian Focused Small/Mid Cap Equity |
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| Fund: | Purpose Select Equity Fund Series F |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Purpose Structured Equity Yield Portfolio Plus Series A |
| Category Placement: | Alternative Equity Focused |
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| Fund: | RBC Global Equity Leaders Fund Series A |
| Category Placement: | Global Equity |
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| Fund: | RGP Impact Fixed Income Portfolio Class A |
| Category Placement: | Global Fixed Income |
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| Fund: | TCI Premia Canadian VQ Equity Private Pool Series M |
| Category Placement: | Canadian Equity |
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| Fund: | TCI Premia Preferred Share Private Pool Series M |
| Category Placement: | Preferred Share Fixed Income |
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| Fund: | TCI Premia Real Assets Private Pool Series M |
| Category Placement: | Real Estate Equity |
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| Fund: | Vanguard Global Credit Bond Fund Series F |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | Vanguard Global Equity Fund Series F |
| Category Placement: | Global Equity |
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Aug
Results of New Fund Reviews – August 26, 2021
| Fund: | CI Alternative Diversified Opportunities Fund A |
| Category Placement: | Alternative Credit Focused |
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| Fund: | CI Mosaic ESG Balanced Growth ETF Portfolio A |
| Category Placement: | Global Equity Balanced |
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| Fund: | CI Mosaic ESG Balanced ETF Portfolio Series A |
| Category Placement: | Global Neutral Balanced |
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| Fund: | CI Mosaic ESG Balanced Income ETF Portfolio A |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Franklin ClearBridge U.S. Sustainability Leaders Fund Series A |
| Category Placement: | U.S. Equity |
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| Fund: | iShares U.S. Aggregate Bd Idx ETF C$H (XAGH) |
| Category Placement: | Global Fixed Income |
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| Fund: | Venator Founders Alternative Fund Class A |
| Category Placement: | Alternative Equity Focused |
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| Fund: | PIMCO Diversified Multi-Asset Fund (Cda) Ser A |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | CI Canadian Equity Index ETF – Unh (CCDN) |
| Category Placement: | Canadian Equity |
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| Fund: | CI Emerging Markets Alpha ETF – C$ Series (CIEM) |
| Category Placement: | Emerging Markets Equity |
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| Fund: | CI Global Alpha Innovation ETF – C$ Series (CINV) |
| Category Placement: | Sector Equity |
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| Fund: | CI Global Healthcare Leaders Idx ETF-Unh (CHCL.B) |
| Category Placement: | Sector Equity |
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| Fund: | CI U.S. 1000 Index ETF – Unh (CUSM.B) |
| Category Placement: | U.S. Equity |
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| Fund: | CI U.S. 500 Index ETF – Unh (CUSA.B) |
| Category Placement: | U.S. Equity |
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| Fund: | CI U.S. Treasury Inflation-Linked Bond Index ETF CAD Hdg (CTIP) |
| Category Placement: | Global Fixed Income |
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| Fund: | Mackenzie Betterworld Canadian Equity Fd Ser A |
| Category Placement: | Canadian Equity |
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| Fund: | Mackenzie Betterworld Global Equity Fund Ser A |
| Category Placement: | Global Equity |
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| Fund: | Mackenzie Cundill Value Fund II Series A |
| Category Placement: | Global Equity |
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| Fund: | Mackenzie Emerging Markets Fund II Series A |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Mackenzie Global Growth Fund Series A |
| Category Placement: | Global Equity |
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| Fund: | Mackenzie Global Resource Fund II Series A |
| Category Placement: | Natural Resources Equity |
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| Fund: | Mackenzie Gold Bullion Fund Series A |
| Category Placement: | Commodity |
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| Fund: | Mackenzie Ivy Canadian Balanced Fund II Series A |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Mackenzie Ivy European Fund Series A |
| Category Placement: | European Equity |
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| Fund: | Mackenzie Ivy Foreign Equity Cur Neut Fd Ser A |
| Category Placement: | Global Equity |
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| Fund: | Mackenzie Ivy Foreign Equity Fund II Series A |
| Category Placement: | Global Equity |
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| 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 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: | 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 |
|
|
|
