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

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