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).

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2021

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