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:

2022

Apr

Results of New Fund Reviews – Apr 28, 2022

Fund: CI Floating Rate Income Fund ETF C$ Series (CFRT)
Category Placement: Floating Rate Loan

Fund: CI Galaxy Blockchain ETF (CBCX)
Category Placement: Global Equity

Fund: CI Galaxy Metaverse ETF (CMVX)
Category Placement: Global Equity

Fund: CIBC Short-Term Private Debt Pool
Category Placement: Alternative Private Debt

Fund: Desjardins SocieTerra Global Balanced Fund A
Category Placement: Global Neutral Balanced

Fund: Ewing Morris Small Cap Fund LP Class F
Category Placement: Alternative Equity Focused

Fund: Fidelity Canadian Government Long Bond Index Institutional Trust
Category Placement: Canadian Long Term Fixed Income

Fund: Fidelity Global Developed Markets Sovereign Bond Index Hedged Institutional Pool
Category Placement: Global Fixed Income

Fund: Fidelity Global Inflation-Linked Bond Index Hedged Institutional Pool
Category Placement: Global Fixed Income

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

Fund: Franklin Sustainable Canadian Core Equity Fund Series O
Category Placement: Canadian Equity

Fund: Franklin Sustainable International Core Equity Fund Series O
Category Placement: International Equity

Fund: Franklin Sustainable U.S. Core Equity Fund Series O
Category Placement: U.S. Equity

Fund: IG Mackenzie U.S. Dollar Fund – Global Equity Balanced Series F
Category Placement: Global Equity Balanced

Fund: IG Mackenzie U.S. Dollar Fund – Global Equity Series F
Category Placement: Global Equity

Fund: IG Mackenzie U.S. Dollar Fund – Global Fixed Income Balanced Series F
Category Placement: Global Fixed Income Balanced

Fund: IG Mackenzie U.S. Dollar Fund – Global Neutral Balanced Series F
Category Placement: Global Neutral Balanced

Fund: IG U.S. Taxpayer Portfolio – Global Equity Balanced Series F
Category Placement: Global Equity Balanced

Fund: IG U.S. Taxpayer Portfolio – Global Equity Series F
Category Placement: Global Equity

Fund: IG U.S. Taxpayer Portfolio – Global Fixed Income Balanced Series F
Category Placement: Global Fixed Income Balanced

Fund: IG U.S. Taxpayer Portfolio -Global Neutral Balanced Series F
Category Placement: Global Neutral Balanced

Fund: Invesco Global Balanced ESG ETF Fund Series A
Category Placement: Global Neutral Balanced

Fund: Invesco Global Select Balanced Fund Series A
Category Placement: Global Neutral Balanced

Fund: iShares Cybersecurity and Tech Index ETF (XHAK)
Category Placement: Sector Equity

Fund: iShares Exponential Technologies Index ETF (XEXP)
Category Placement: Global Equity

Fund: iShares Genomics Immunology and Healthcare Index ETF (XDNA)
Category Placement: Sector Equity

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

Fund: Lysander-Canso Corporate Treasury Fund Series A
Category Placement: Canadian Money Market

Fund: Manulife U.S. Dollar U.S. Mid-Cap Equity Fund Advisor Series U$
Category Placement: U.S. Small/Mid Cap Equity

Fund: Manulife U.S. Mid-Cap Equity Fund Advisor Series
Category Placement: U.S. Small/Mid Cap Equity

Fund: Metis U.S. Equity Index Fund
Category Placement: U.S. Equity

Fund: Montrusco Bolton Global Equity ex Fossil Fuels
Category Placement: Global Equity

Fund: Ninepoint 2022 Flow Through Quebec Class LP Series A
Category Placement: Natural Resources Equity

Fund: Pender Emerging Markets Impact Fund Class A
Category Placement: Emerging Markets Equity

Fund: Putnam – IG U.S. Growth Pool Series P
Category Placement: U.S. Equity

Fund: Scotia Wealth Credit Absolute Return Pool Series M
Category Placement: Alternative Credit Focused

Fund: TD Emerald Canadian Bond Index Fund Class B
Category Placement: Canadian Fixed Income

Fund: TD Greystone Global Income & Growth Fund
Category Placement: Global Equity

Fund: TD Greystone Real Estate LP Fund
Category Placement: Miscellaneous – Income and Real Property

Fund: Viewpoint Commodities Trust Class F
Category Placement: Commodity

Fund: Wealhouse Lions Bay Fund Class F
Category Placement: Alternative Equity Focused

Mar

Results of New Fund Reviews – Mar 24, 2022

Fund: Canada Life Sustainable Target Date 2025 Pool S
Category Placement: 2025 Target Date Portfolio

Fund: Canada Life Sustainable Target Date 2030 Pool S
Category Placement: 2030 Target Date Portfolio

Fund: Canada Life Sustainable Target Date 2035 Pool S
Category Placement: 2035 Target Date Portfolio

Fund: Canada Life Sustainable Target Date 2040 Pool S
Category Placement: 2035+ Target Date Portfolio

Fund: Canada Life Sustainable Target Date 2045 Pool S
Category Placement: 2035+ Target Date Portfolio

Fund: Canada Life Sustainable Target Date 2050 Pool S
Category Placement: 2035+ Target Date Portfolio

Fund: Canada Life Sustainable Target Date 2055 Pool S
Category Placement: 2035+ Target Date Portfolio

Fund: Canada Life Sustainable Target Date 2060 Pool S
Category Placement: 2035+ Target Date Portfolio

Fund: BlueBay High Yield Structured Credit Fund (Canada) Series F
Category Placement: Alternative Credit Focused

Fund: PH&N Long/Short Canadian Equity Fund F
Category Placement: Alternative Equity Focused

Fund: Evolve Enhanced FANGMA Index ETF – CAD Hedged Units (TECE)
Category Placement: Alternative Equity Focused

Fund: Ninepoint Energy Income Fund Series A
Category Placement: Alternative Equity Focused

Fund: Ninepoint Carbon Credit ETF Series A C$
Category Placement: Alternative Other

Fund: Purpose Defi Opportunities Fund Non-Currency Hedged Class A
Category Placement: Alternative Other

Fund: Canso Corporate and Infrastructure Debt Fund Series O
Category Placement: Alternative Private Debt

Fund: KiWi Private Credit Fund – Registered Eligible Class A
Category Placement: Alternative Private Debt

Fund: TD Emerald Private Debt PFT – Reinvest Series
Category Placement: Alternative Private Debt

Fund: Pratte Income Fund Series P
Category Placement: Canadian Fixed Income

Fund: Quadrus Long Term Bond Fund (Portico) Series R
Category Placement: Canadian Long Term Fixed Income

Fund: RBC Commercial Mortgage Fund Series F
Category Placement: Canadian Short Term Fixed Income

Fund: Canada Life European Equity Fund A Series
Category Placement: European Equity

Fund: Canada Life Sustainable Global Equity Fund Series R
Category Placement: Global Equity

Fund: Pembroke Genesis Pooled Fund Class A
Category Placement: Global Equity

Fund: Addenda Global Diversified Equity Fund Series A
Category Placement: Global Equity Balanced

Fund: Canada Life Sustainable Global Bond Fund Series R
Category Placement: Global Fixed Income

Fund: Addenda Income Focus Fund Series A
Category Placement: Global Fixed Income Balanced

Fund: NEI Clean Infrastructure Fund A
Category Placement: Global Infrastructure Equity

Fund: Addenda Global Balanced Fund Series A
Category Placement: Global Neutral Balanced

Fund: Bridgeport Private Real Estate & Infrastructure Fund Series A
Category Placement: Miscellaneous – Income and Real Property

Fund: 2022 Flow Through National Class LP Series A
Category Placement: Natural Resources Equity

Fund: Canada Life Precious Metals Fund A Series
Category Placement: Precious Metals Equity

Fund: Sustainable Real Estate Dividend Fund
Category Placement: Real Estate Equity

Fund: Canada Life Sustainable U.S. Equity Fund Series R
Category Placement: U.S. Equity

Fund: Evermore Retirement 2040 ETF (EREO)
Category Placement: 2035+ Target Date Portfolio

Fund: Evermore Retirement 2045 ETF (EREV)
Category Placement: 2035+ Target Date Portfolio

Fund: Evermore Retirement 2050 ETF (ERFO)
Category Placement: 2035+ Target Date Portfolio

Fund: Evermore Retirement 2055 ETF (ERFV)
Category Placement: 2035+ Target Date Portfolio

Fund: Evermore Retirement 2060 ETF (ERGO)
Category Placement: 2035+ Target Date Portfolio

Fund: Mulvihill Canadian Bank Enhanced Yield ETF (CBNK)
Category Placement: Alternative Equity Focused

Fund: TD Emerald Balanced Fund Class B
Category Placement: Global Neutral Balanced

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

Fund: ReSolve Evolution Fund
Category Placement: Alternative Multi – Strategy

Fund: ReSolve Osprey Fund
Category Placement: Alternative Multi – Strategy

Fund: TD Emerald Canadian Short-Mid Term Corp
Category Placement: Canadian Corporate Fixed Income

Fund: LSV Emerging Small Cap Equity Fund LP
Category Placement: Emerging Markets Equity

Fund: Desjardins fin’l Desjardins Glb Eq (Lzd)
Category Placement: Global Equity

Fund: Evermore Retirement 2035 ETF (ERDV)
Category Placement: 2035 Target Date Portfolio

Fund: TD Emerald Lw Carbon/ Lw Volatil Glbl Eq
Category Placement: Global Equity

Fund: Desjardins fin’l SocieTerra Aggressive
Category Placement: Global Equity Balanced

Fund: Desjardins fin’l SocieTerra Growth
Category Placement: Global Equity Balanced

Fund: Desjardins fin’l SocieTerra Moderate
Category Placement: Global Fixed Income Balanced

Fund: Desjardins fin’l SocieTerra Secure
Category Placement: Global Fixed Income Balanced

Fund: Desjardins fin’l SocieTerra Balanced
Category Placement: Global Neutral Balanced

Fund: Evermore Retirement 2030 ETF (ERDO)
Category Placement: 2030 Target Date Portfolio

Fund: Evermore Retirement 2025 ETF (ERCV)
Category Placement: 2025 Target Date Portfolio

Fund: TD Emerald International Equity Index Fund Class B
Category Placement: International Equity

Feb

Results of New Fund Reviews – Feb 24, 2022

Fund: BMO Brookfield Global Real Estate Tech Fund Series A
Category Placement: Real Estate Equity

Fund: BMO Brookfield Global Renewables Infrastructure Fund Series A
Category Placement: Global Infrastructure Equity

Fund: BNY Mellon WS Global Equity Fund
Category Placement: Global Equity

Fund: BNY Mellon WS International Equity Fund
Category Placement: International Equity

Fund: Burgundy Core Plus Bond II
Category Placement: Canadian Fixed Income

Fund: Burgundy Long Bond
Category Placement: Canadian Long Term Fixed Income

Fund: Canada Life BlackRock LifePath 2065 Fund
Category Placement: 2035+ Target Date Portfolio

Fund: Canso Bank Loan Fund Class O
Category Placement: Alternative Private Debt

Fund: Canso Corporate Value Fund Series C
Category Placement: Global Corporate Fixed Income

Fund: Canso Long Term Credit Fund Class O
Category Placement: Global Corporate Fixed Income

Fund: Canso Private Broad Corporate Bond Fund Class C
Category Placement: Alternative Private Debt

Fund: Canso Private Debt Fund
Category Placement: Alternative Private Debt

Fund: Canso Strategic Credit Fund Class C
Category Placement: Global Corporate Fixed Income

Fund: Canso Tax Efficient Income Fund Class C
Category Placement: Global Corporate Fixed Income

Fund: Canso US Short Term and Floating Rate Fund Class C
Category Placement: Global Corporate Fixed Income

Fund: CI Bio-Revolution ETF (CDNA)
Category Placement: Sector Equity

Fund: CI Digital Security ETF (CBUG)
Category Placement: Sector Equity

Fund: CI Galaxy Multi-Crypto ETF (C$ Unhedged Series Units) (CMCX.B)
Category Placement: Alternative Other

Fund: CIBC Global Equity Pool
Category Placement: Global Equity

Fund: Clear Skies Balanced Impact Fund Series A
Category Placement: Global Equity Balanced

Fund: Clear Skies Climate Action Fund Series A
Category Placement: Global Equity

Fund: EHP Global ESG Leaders Alternative Fund Class A
Category Placement: Alternative Multi-Strategy

Fund: Evolve Canadian Banks and Lifecos Enhanced Yield Index Fund (BANK)
Category Placement: Alternative Equity Focused

Fund: Fidelity All-in-One Conservative ETF (FCNS)
Category Placement: Global Fixed Income Balanced

Fund: Fidelity All-in-One Equity ETF (FEQT)
Category Placement: Global Equity

Fund: GCK Real Assets Private Portfolio Series A
Category Placement: Miscellaneous – Income and Real Property

Fund: Hamilton Enhanced Canadian Financials ETF (HFIN)
Category Placement: Alternative Equity Focused

Fund: Hamilton Enhanced U.S. Covered Call ETF CDN$ Hedged (HYLD)
Category Placement: Alternative Equity Focused

Fund: Harvest Diversified Monthly Income ETF Class A (HDIF)
Category Placement: Alternative Equity Focused

Fund: Horizons Carbon Credits ETF C$ (CARB)
Category Placement: Alternative Other

Fund: Invico Diversified Income Fund Class F
Category Placement: Alternative Other

Fund: Lysander-Canso Aviation and Space Fund – 850F
Category Placement: Sector Equity

Fund: Mackenzie Northleaf Private Credit Interval Fund Series A
Category Placement: Alternative Private Debt

Fund: NHIT: Global Emerging Markets Equity Tr
Category Placement: Emerging Markets Equity

Fund: Ninepoint Resource Fund Class Series A
Category Placement: Natural Resources Equity

Fund: Pembroke American Growth Fund Inc.
Category Placement: U.S. Small/Mid Cap Equity

Fund: Pembroke Canadian All Cap Pooled Fund
Category Placement: Canadian Equity

Fund: Pembroke Canadian Balanced Fund
Category Placement: Canadian Equity Balanced

Fund: Pembroke Canadian Bond Fund Class A Units
Category Placement: Canadian Fixed Income

Fund: Pembroke Canadian Growth Pooled Fund
Category Placement: Canadian Small/Mid Cap Equity

Fund: Pembroke Dividend Growth Pooled Fund
Category Placement: Canadian Small/Mid Cap Equity

Fund: Pembroke Global Equity Pooled Fund
Category Placement: Global Equity

Fund: Pembroke International Growth Fund Class A Units
Category Placement: Global Small/Mid Cap Equity

Fund: Pembroke U.S. Growth Pooled Fund C$
Category Placement: U.S. Small/Mid Cap Equity

Fund: Power Sustainable China Ascent Fund Series A
Category Placement: Greater China Equity

Fund: RBC Emerging Markets ex-China Dividend Fund Series A
Category Placement: Emerging Markets Equity

Fund: SIM US Hi Yld Opports Euro hedged Instl
Category Placement: High Yield Fixed Income

Fund: The SOAR Fund Class B
Category Placement: Miscellaneous – Other

Fund: Waypoint Alternative Yield Fund Series A
Category Placement: Alternative Equity Focused

Jan

Results of New Fund Reviews – Jan 28, 2022

Fund: Arrow Global Opportunities Alternative Class Series A
Category Placement: Alternative Multi-strategy

Fund: BMO All-Equity ETF (ZEQT)
Category Placement: Global Equity

Fund: BMO Canadian Bank Income Index ETF (ZBI)
Category Placement: Financial Services Equity

Fund: BMO Corporate Discount Bond ETF (ZCDB)
Category Placement: Canadian Corporate Fixed Income

Fund: BMO Japan Index ETF (ZJPN)
Category Placement: Geographic Equity

Fund: BMO MSCI ACWI Paris Aligned Climate Equity Index ETF (ZGRN)
Category Placement: Global Equity

Fund: BMO Short-Term Discount Bond ETF (ZSDB)
Category Placement: Canadian Short Term Fixed Income

Fund: Canada Life Emerging Markets Equity Fund A
Category Placement: Emerging Markets Equity

Fund: Canada Life Global Growth Opportunities Fund A
Category Placement: Global Equity

Fund: Canada Life US Small-Mid Cap Growth Fund A
Category Placement: U.S. Small/Mid Cap Equity

Fund: CDN LifePath 2065 Index Fund
Category Placement: 2035+ Target Date Portfolio

Fund: CDN MSCI ACWI Islamic Equity Index Fund
Category Placement: Global Equity

Fund: CMLS Mortgage Fund Class F
Category Placement: Alternative Credit Focused

Fund: Co-operators International Eq N100100
Category Placement: International Equity

Fund: Co-operators Mawer Global Bal N100100
Category Placement: Global Equity Balanced

Fund: Co-operators Mawer US Equity N100100
Category Placement: U.S. Equity

Fund: Co-operators PH&N Dividend N100100
Category Placement: Canadian Dividend & Income Equity

Fund: Desjardins SocieTerra American Equity ETF (DSAE)
Category Placement: U.S. Equity

Fund: DFC Canadian Equity
Category Placement: Canadian Equity

Fund: DFC Canadian Fixed Income
Category Placement: Canadian Fixed Income

Fund: DFC Global Equity
Category Placement: International Equity

Fund: Dynamic Global Fixed Income Fund Series A
Category Placement: Global Fixed Income

Fund: Dynamic Short Term Credit PLUS Fund Series A
Category Placement: Alternative Credit Focused

Fund: Dynamic Sustainable Credit Private Pool Series A
Category Placement: Global Fixed Income

Fund: EdgePoint Emerging Managers Portfolio Series F
Category Placement: Canadian Equity

Fund: EHP Global Multi-Strategy Alternative Fund Class A
Category Placement: Alternative Multi-strategy

Fund: Evolve European Banks Enhanced Yield ETF – CAD Hedged Units (EBNK)
Category Placement: Financial Services Equity

Fund: Exemplar Global Growth and Income Class A
Category Placement: Tactical Balanced

Fund: Fidelity All-in-One Conservative ETF Fund Series B
Category Placement: Global Fixed Income Balanced

Fund: Fidelity All-in-One Equity ETF Fund Series B
Category Placement: Global Equity

Fund: Fidelity Global Developed Markets Sovereign Bond Index Hedged Multi-Asset Base Fund Series O
Category Placement: Global Fixed Income

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

Fund: Fidelity Tactical Credit Fund Series F
Category Placement: High Yield Fixed Income

Fund: Fierra Canadian Equity Dividend
Category Placement: Canadian Dividend & Income Equity

Fund: Franklin Western Asset Core Plus Bond Active ETF (FWCP)
Category Placement: Global Fixed Income

Fund: Franklin Western Asset Core Plus Bond Fund Series A
Category Placement: Global Fixed Income

Fund: IA Clarington Global Risk-Managed Income Portfolio Series A
Category Placement: Global Neutral Balanced

Fund: IA Clarington Inhance Conservative SRI Portfolio Series A
Category Placement: Global Fixed Income Balanced

Fund: IA Clarington Inhance High Growth SRI Portfolio Series A
Category Placement: Global Equity Balanced

Fund: Invesco ESG Global Bond ETF (IWBE)
Category Placement: Global Fixed Income

Fund: Invesco S&P 500 ESG Tilt Index ETF (ISTE)
Category Placement: U.S. Equity

Fund: Invesco S&P International Developed ESG Index ETF (IICE)
Category Placement: International Equity

Fund: Invesco S&P International Developed ESG Tilt Index ETF (IITE)
Category Placement: International Equity

Fund: Invesco S&P US Total Market ESG Index ETF (IUCE)
Category Placement: U.S. Equity

Fund: Invesco S&P US Total Market ESG Tilt Index ETF (IUTE)
Category Placement: U.S. Equity

Fund: Invesco S&P/TSX 60 ESG Tilt Index ETF (IXTE)
Category Placement: Canadian Equity

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

Fund: Mackenzie North American Balanced Fund Series A
Category Placement: Global Neutral Balanced

Fund: Mackenzie North American Equity Fund Series A
Category Placement: North American Equity

Fund: NBI Sustainable Canadian Short Term Bond ETF (NSSB)
Category Placement: Canadian Short Term Fixed Income

Fund: Next Edge Strategic Metals and Commodities Fund Class A
Category Placement: Alternative Equity Focused

Fund: Ninepoint Bitcoin ETF Class A
Category Placement: Alternative Other

Fund: Ninepoint Focused Global Dividend Fund Series A
Category Placement: Global Equity

Fund: Ninepoint Resource Fund Series A
Category Placement: Natural Resources Equity

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

Fund: Ninepoint Risk Advantaged US Equity Index Fund Series A
Category Placement: U.S. Equity

Fund: Ninepoint Silver Equities Fund Series A
Category Placement: Precious Metals Equity

Fund: Phillips, Hager & North Overseas Equity Fund Series AZ
Category Placement: International Equity

Fund: Purpose Healthcare Innovation Yield ETF Class A
Category Placement: Sector Equity

Fund: RBC Canadian Equity Index ETF Fund Series A
Category Placement: Canadian Equity

Fund: RBC Emerging Markets Equity Index ETF Fund Series A
Category Placement: Emerging Markets Equity

Fund: RBC Global Bond Index ETF Fund A
Category Placement: Global Fixed Income

Fund: RBC Global Choices All-Equity Portfolio Series A
Category Placement: Global Equity

Fund: RBC Global Choices Balanced Portfolio Series A
Category Placement: Global Neutral Balanced

Fund: RBC Global Choices Conservative Portfolio Series A
Category Placement: Global Fixed Income Balanced

Fund: RBC Global Choices Growth Portfolio Series A
Category Placement: Global Equity Balanced

Fund: RBC Global Choices Very Conservative Portfolio Series A
Category Placement: Global Fixed Income Balanced

Fund: RBC Global Equity Index ETF Fund Series A
Category Placement: Global Equity

Fund: RBC Private Canadian Dividend Pool Series A
Category Placement: Canadian Dividend & Income Equity

Fund: RBC Private Canadian Equity Pool Series A
Category Placement: Canadian Equity

Fund: RBC U.S. Equity Index ETF Fund Series A
Category Placement: U.S. Equity

Fund: RBC U.S. Index Currency Neutral Fund Series A
Category Placement: U.S. Equity

Fund: Scotia Responsible Investing Canadian Bond Index ETF (SRIB)
Category Placement: Canadian Fixed Income

Fund: Scotia Responsible Investing Canadian Equity Index ETF (SRIC)
Category Placement: Canadian Equity

Fund: Scotia Responsible Investing International Equity Index ETF (SRII)
Category Placement: International Equity

Fund: Scotia Responsible Investing U.S. Equity Index ETF (SRIU)
Category Placement: U.S. Equity

Fund: Stonecastle Global Tactical Asset Allocation Fund Class A
Category Placement: Tactical Balanced

Fund: Sustainable Balanced 40/60 Fund Series A
Category Placement: Global Fixed Income Balanced

Fund: Sustainable Balanced 60/40 Fund Series A
Category Placement: Global Neutral Balanced

Fund: Sustainable Growth 100 Fund Series A
Category Placement: Global Equity

Fund: Sustainable Growth 80/20 Fund Series A
Category Placement: Global Equity Balanced

Fund: Sustainable Income 100 Fund Series A
Category Placement: Global Fixed Income

Fund: Sustainable Income 20/80 Fund Series A
Category Placement: Global Fixed Income Balanced

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

Fund: Tangerine Balanced Income ETF Portfolio
Category Placement: Global Fixed Income Balanced

Fund: Tangerine Balanced Income SRI Portfolio
Category Placement: Canadian Fixed Income Balanced

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

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

Fund: TD Emerald All Cntry Wld Eq Idx Non-Taxa
Category Placement: Global Equity

Fund: Terra 2021 Short-Term Flow-Through Limited Partnership Class A
Category Placement: Natural Resources Equity

Fund: TruX Exogenous Risk Pool Series F
Category Placement: Alternative Equity Focused

Fund: Wealthsimple North American Green Bond Index ETF (CAD-Hedged) (WSGB)
Category Placement: Global Fixed Income