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

Nov

Results of Classification Reviews – November 24, 2022

Fund: BMO AM Money Market Fund
Category Placement: Canadian Money Market

Fund: BMO ARK Genomic Revolution Fund Series A
Category Placement: Sector Equity

Fund: BMO ARK Innovation Fund Series A
Category Placement: Global Equity

Fund: BMO ARK Next Generation Internet Fund Series A
Category Placement: Global Equity

Fund: BMO Canadian Income & Growth Fund Series A
Category Placement: Canadian Neutral Balanced

Fund: BMO Global Income & Growth Fund Series A
Category Placement: Global Neutral Balanced

Fund: BMO Global Innovators Fund Series A
Category Placement: Global Equity

Fund: BMO Structured Equity Yield Portfolio
Category Placement: Global Equity

Fund: CAN Index ETF Balanced Portfolio 75/75 (PS2)
Category Placement: Global Neutral Balanced

Fund: CAN Index ETF Conservative Portfolio 75/75 (PS2)
Category Placement: Global Fixed Income Balanced

Fund: CAN Index ETF Growth Portfolio 75/75 (PS2)
Category Placement: Global Equity Balanced

Fund: Canada Life Retirement Balanced Fund
Category Placement: Global Equity Balanced

Fund: Canada Life Retirement Conservative Fund
Category Placement: Global Fixed Income Balanced

Fund: Canada Life Retirement Moderate Fund
Category Placement: Global Neutral Balanced

Fund: CIBC Alternative Credit Strategy Series A
Category Placement: Alternative Credit Focused

Fund: DFS GIF – 100% Equity
Category Placement: Global Equity

Fund: DFS GIF – Global Balanced – Desjardins SocieTerra
Category Placement: Global Neutral Balanced

Fund: DFS GIF – Global Balanced Growth – Desjardins
Category Placement: Global Equity Balanced

Fund: DFS GIF – Global Equity Growth – Desjardins
Category Placement: Global Equity

Fund: Dynamic Active Discount Bond ETF (DXDB)
Category Placement: Canadian Corporate Fixed Income

Fund: Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU)
Category Placement: High Yield Fixed Income

Fund: Invesco BulletShares 2032 Corporate Bond ETF (BSCW)
Category Placement: Global Corporate Fixed Income

Fund: Invesco Global Equity Income Advantage Fund
Category Placement: Global Equity

Fund: Mackenzie Greenchip Global Environmental Fund F
Category Placement: Global Equity

Fund: Manulife Smart International Defensive Equity ETF (unhedged) (IDEF.B)
Category Placement: International Equity

Fund: Manulife Smart International Dividend ETF (unhedged) (IDIV.B)
Category Placement: International Equity

Fund: Manulife Smart U.S. Defensive Equity ETF USD (UDEF.U)
Category Placement: U.S. Equity

Fund: Manulife Smart U.S. Dividend ETF USD (UDIV.U)
Category Placement: U.S. Equity

Fund: Montrusco Bolton ESG Bond Fund
Category Placement: Canadian Fixed Income

Fund: Pender Alternative Arbitrage Fund
Category Placement: Alternative Equity Focused

Fund: Penmore Balanced Portfolio Series P
Category Placement: Global Neutral Balanced

Fund: Picton Mahoney Fortified Core Bond Fund
Category Placement: Global Fixed Income

Fund: RBC Target 2028 Corporate Bond Index ETF (RQQ)
Category Placement: Canadian Corporate Fixed Income

Fund: RBC Target 2029 Corporate Bond Index ETF (RQR)
Category Placement: Canadian Corporate Fixed Income

Fund: Schroder ISF Emerging Markets Equity Impact
Category Placement: Emerging Markets Equity

Fund: Westmount Alternative Income Fund
Category Placement: Alternative Credit Focused

Fund: Westmount Real Asset Fund
Category Placement: Miscellaneous – Income & Real Property

Oct

Results of Classification Reviews – October 27, 2022

Fund: Harvest Brand Leaders Enhanced Income ETF (HBFE)
Category Placement: Alternative Equity Focused

Fund: Harvest Canadian Equity Enhanced Income Leaders ETF (HLFE)
Category Placement: Alternative Equity Focused

Fund: Harvest Equal Weight Global Utilities Enhanced Income ETF (HUTE)
Category Placement: Alternative Equity Focused

Fund: Harvest Healthcare Leaders Enhanced Income ETF (HHLE)
Category Placement: Alternative Equity Focused

Fund: Harvest Tech Achievers Enhanced Income ETF (HTAE)
Category Placement: Alternative Equity Focused

Fund: Altervest Asymmetry Investment Strategy
Category Placement: Alternative Equity Focused

Fund: Brompton Enhanced Multi-Asset Income (BMAX)
Category Placement: Alternative Multi-Strategy

Fund: Fidelity Advantage Ether ETF (FETH)
Category Placement: Alternative Other

Fund: Ninepoint TEC Private Credit Fund II
Category Placement: Alternative Private Debt

Fund: iA Sustainable Canadian Equity (iAIM) Ecoflextra 75/75
Category Placement: Canadian Equity

Fund: Franklin Bissett Ultra Short Bond Active ETF (FHIS)
Category Placement: Canadian Short Term Fixed Income

Fund: Langdon Canadian Smaller Companies Portfolio
Category Placement: Canadian Small/Mid Cap Equity

Fund: iA Climate Strategy (Wellington) Ecoflextra 75/75
Category Placement: Global Equity

Fund: Mackenzie Bluewater Next Gen Growth Fund Series A
Category Placement: Global Equity

Fund: iA Fidelity Climate Leadership Balanced Ecoflextra 75/75
Category Placement: Global Equity Balanced

Fund: CI Global Bond Currency Neutral Fund Series A
Category Placement: Global Fixed Income

Fund: CI Global Investment Grade ETF – ETF C$ Series (CGIN)
Category Placement: Global Fixed Income

Fund: CI Global Investment Grade Fund – Series A
Category Placement: Global Fixed Income

Fund: Franklin Brandywine Global Sustainable Balanced Fund
Category Placement: Global Neutral Balanced

Fund: iA Sustainable Balanced Portfolio (iAIM) Ecoflextra 75/75
Category Placement: Global Neutral Balanced

Fund: Evolve Slate Global Real Estate Enhanced Yield Fund (BILT)
Category Placement: Real Estate Equity

Fund: Harvest ESG Equity Income Index ETF (HESG)
Category Placement: U.S. Equity

Fund: iA LifePath 2065 Index (BlackRock)
Category Placement: 2035+ Target Date Portfolio

Fund: BMO AM Canadian Smart Alpha Equity Fund
Category Placement: Canadian Equity

Fund: BMO Canadian Stock Sel Fd (Series I)
Category Placement: Canadian Equity

Fund: BMO Sust Opports Canadian Eq Fd (Ser I)
Category Placement: Canadian Equity

Fund: CIBC Canadian Equity Growth Pool
Category Placement: Canadian Equity

Fund: BMO AM Bond Fund
Category Placement: Canadian Fixed Income

Fund: BMO Core Bond Fund (Series I)
Category Placement: Canadian Fixed Income

Fund: BMO Core Plus Bond Fund (Series I)
Category Placement: Canadian Fixed Income

Fund: Acadian Sustainable Global Eq Fund, LLC
Category Placement: Global Equity

Fund: BMO AM Responsible Global Equity ESG Fd
Category Placement: Global Equity

Fund: CIBC Qi Global Low Volatility Div Pl
Category Placement: Global Equity

Fund: Desjardins fin’l ST Positive Change
Category Placement: Global Equity

Fund: Manulife Climate Action Balanced Guaranteed Investment Fund Select Investment Plus Series
Category Placement: Global Neutral Balanced

Fund: iA Glo Equity Small Cap (Global Alpha)
Category Placement: Global Small/Mid Cap Equity

Fund: Langdon Global Smaller Companies Portfolio
Category Placement: Global Small/Mid Cap Equity

Fund: Franklin Global Real Assets II A
Category Placement: Misc Inc & Real Property

Fund: BMO Women In Leadership Fund (Series I)
Category Placement: North American Equity

Fund: UBS (Canada) Global Real Estate
Category Placement: Misc Inc & Real Property

Fund: Yorkville Health Care A
Category Placement: Alternative Private Equity

Sep

Results of Classification Reviews – September 22, 2022

Fund: Avenue Living Agricultural Land Trust
Category Placement: Miscellaneous – Income and Real Property

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

Fund: Caravel Capital (Canada) Fund
Category Placement: Alternative Market Neutral

Fund: CI Alternative Multi-Strategy Fund
Category Placement: Alternative Multi-Strategy

Fund: CI Auspice Broad Commodity ETF (CCOM)
Category Placement: Alternative Other

Fund: CI Global Green Bond Fund
Category Placement: Global Fixed Income

Fund: CI Global Sustainable Infrastructure Fund
Category Placement: Global Infrastructure Equity

Fund: Desjardins Alt Long/Short Global Equity Markets ETF (DAMG)
Category Placement: Alternative Equity Focused

Fund: Dynamic Active Enhanced Yield Covered Options ETF (DXQ)
Category Placement: North American Equity

Fund: Emerge EMPWR Sustainable Dividend Equity ETF
Category Placement: North American Equity

Fund: Emerge EMPWR Sustainable Emerging Markets Equity ETF
Category Placement: Emerging Markets Equity

Fund: Emerge EMPWR Sustainable Global Core Equity ETF
Category Placement: Global Equity

Fund: Emerge EMPWR Sustainable Select Growth Equity ETF
Category Placement: U.S. Equity

Fund: Emerge EMPWR Unified Sustainable Equity ETF
Category Placement: Global Equity

Fund: Equitable Life Bissett Core Plus Bond Fund Select
Category Placement: Canadian Fixed Income

Fund: Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund
Category Placement: Global Infrastructure Equity

Fund: Equitable Life Dynamic Asia Pacific Equity Fund
Category Placement: Asia Pacific Equity

Fund: Equitable Life Dynamic Global Real Estate Fund Select
Category Placement: Real Estate Equity

Fund: Equitable Life Fidelity Climate Leadership Balanced Fund Select
Category Placement: Global Neutral Balanced

Fund: Equitable Life Fidelity Climate Leadership Fund Select
Category Placement: Global Equity

Fund: Equitable Life Fidelity Global Innovators Fund Select
Category Placement: Global Equity

Fund: Equitable Life Fidelity U.S. Focused Stock Fund Select
Category Placement: U.S. Equity

Fund: Equitable Life Mackenzie Emerging Markets Fund Select
Category Placement: Emerging Markets Equity

Fund: Fidelity Advantage Ether ETF Fund
Category Placement: Alternative Other

Fund: Fidelity Global Small Cap Opportunities Fund
Category Placement: Global Small/Mid Cap Equity

Fund: Forthlane Model Portfolio Balanced Fund
Category Placement: Global Neutral Balanced

Fund: Forthlane Model Portfolio Conservative Fund
Category Placement: Global Fixed Income Balanced

Fund: Forthlane Model Portfolio Growth Fund
Category Placement: Global Equity Balanced

Fund: GuardPath Managed Decumulation 2042 Fund
Category Placement: Global Neutral Balanced

Fund: GuardPath Modern Tontine 2042 Trust
Category Placement: Global Equity Balanced

Fund: Hamilton Enhanced Utilities ETF (HUTS)
Category Placement: Passive Inverse/Leveraged

Fund: HDWM Alternative Asset Private Portfolio
Category Placement: Alternative Other

Fund: Highstreet Balanced Fund
Category Placement: Global Equity Balanced

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

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

Fund: Highstreet International Equity Fund
Category Placement: International Equity

Fund: Highstreet Money Market Fund
Category Placement: Canadian Money Market

Fund: Lysander Discovery Fund
Category Placement: Global Equity

Fund: Lysander-Canso Corporate Treasury ActivETF (LYCT)
Category Placement: Canadian Short Term Fixed Income

Fund: Lysander-Canso Floating Rate ActivETF (LYFR)
Category Placement: Global Fixed Income

Fund: Lysander-Canso Small Cap International Equity Fund
Category Placement: Global Small/Mid Cap Equity

Fund: Mackenzie Inflation-Focused Fund
Category Placement: Global Neutral Balanced

Fund: Mackenzie USD US Mid Cap Opportunities Fund
Category Placement: U.S. Small/Mid Cap Equity

Fund: Mini Mall Storage Properties Trust
Category Placement: Miscellaneous – Income and Real Property

Fund: Purpose Cash Management Portfolio
Category Placement: Canadian Money Market

Fund: Scotia Emerging Markets Equity Index Tracker ETF (SITE)
Category Placement: Emerging Markets Equity

Fund: TD Alternative Risk Focused Pool
Category Placement: Alternative Multi-Strategy

Fund: TD Alternative Risk Reduction Pool
Category Placement: Alternative Multi-Strategy

Fund: TD North American Sustainability Bond Fund
Category Placement: Global Fixed Income

Fund: US High Interest Savings Account Fund (HISU.U)
Category Placement: U.S. Money Market

Fund: Van Berkom Global Small Cap Strategy
Category Placement: Global Small/Mid Cap Equity

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

Fund: Yorkville Crypto, Blockchain and FinTech Opportunities Class
Category Placement: Sector Equity

Aug

Results of Classification Reviews – August 25, 2022

Fund: Canoe EL Money Market Protection Portfolios 75/75
Category Placement: Canadian Money Market

Fund: CIBC Emerging Markets Local Currency Bond Fd Sr A
Category Placement: Emerging Markets Fixed Income

Fund: Converium Capital Fund
Category Placement: Alternative Multi-Strategy

Fund: Equitable Life NASDAQ 100 ESG Index Fund Select
Category Placement: U.S. Equity

Fund: Equitable Life S&P 500 ESG Index Fund Select
Category Placement: U.S. Equity

Fund: Equitable Life S&P/TSX Composite ESG Index Fund Select
Category Placement: Canadian Equity

Fund: Fidelity Canadian Large Cap Multi-Asset Base Fund – O
Category Placement: Canadian Equity

Fund: Fidelity Dividend Plus Multi-Asset Base Fund – O
Category Placement: Canadian Dividend & Income Equity

Fund: Fiera Global Small Cap Eq Fund- Ser U
Category Placement: Global Small/Mid Cap Equity

Fund: GEM Balanced Pool Class I
Category Placement: Canadian Equity Balanced

Fund: GEM Canadian Equity Pool Class I
Category Placement: Canadian Equity

Fund: GEM Fixed Income Pool Class I
Category Placement: Canadian Fixed Income

Fund: GEM Global Equity Pool Class I
Category Placement: Global Equity

Fund: Guardian Fixed Income Select Fund Series A
Category Placement: Canadian Fixed Income

Fund: Guardian Managed Yield Portfolio I
Category Placement: Global Fixed Income Balanced

Fund: Horizons Canadian Utility Services High Dividend Index ETF (UTIL)
Category Placement: Sector Equity

Fund: Manulife Climate Action Balanced Fund Advisor Series
Category Placement: Global Neutral Balanced

Fund: Manulife Climate Action Bond Fund Advisor Series
Category Placement: Global Fixed Income

Fund: Outcome Enhanced Dividend Fund Class A
Category Placement: Canadian Dividend & Income Equity

Fund: RBC Private Global Growth Equity Pool F
Category Placement: Global Equity

Fund: TD Global Carbon Credit Index ETF (TCBN)
Category Placement: Alternative Other

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

Fund: Verecan Global Equity Fund Series S
Category Placement: Global Equity

Fund: Virtuous Global Equity Index Fund Series A
Category Placement: Global Equity

Fund: Virtuous Opportunities Fund Series A
Category Placement: Global Equity

Jul

Results of Classification Reviews – July 28, 2022

Fund: RBC Target 2040 Education Fund Series A
Category Placement: 2035+ Target Date Portfolio

Fund: Purpose Credit Yield Plus Fund Class A
Category Placement: Alternative Credit Focused

Fund: Ninepoint Target Income Fund Series A
Category Placement: Global Equity

Fund: RBC Canadian Corporate Bond Fund Series A
Category Placement: Canadian Corporate Fixed Income

Fund: Mackenzie FuturePath Canadian Dividend Fund PA
Category Placement: Canadian Dividend & Income Equity

Fund: Mackenzie FuturePath Canadian Core Fund PA
Category Placement: Canadian Equity

Fund: Mackenzie FuturePath Canadian Growth Fund PA
Category Placement: Canadian Equity

Fund: AVA Canadian Equity
Category Placement: Canadian Equity

Fund: AVA Tech Equities
Category Placement: Canadian Equity

Fund: Veritas Next Edge Premium Yield Fund Class A
Category Placement: Canadian Equity

Fund: Mackenzie FuturePath Canadian Equity Balanced Fund PA
Category Placement: Canadian Equity Balanced

Fund: Mackenzie FuturePath Canadian Core Plus Bond Fund PA
Category Placement: Canadian Fixed Income

Fund: Mackenzie FuturePath Canadian Fixed Income Portfolio PA
Category Placement: Canadian Fixed Income

Fund: Mackenzie FuturePath Monthly Income Conservative Portfolio PA
Category Placement: Global Fixed Income Balanced

Fund: Mackenzie FuturePath Canadian Sustainable Equity Fund PA
Category Placement: Canadian Focused Equity

Fund: Mackenzie FuturePath Canadian Money Market Fund PA
Category Placement: Canadian Money Market

Fund: Mackenzie FuturePath Canadian Balanced Fund PA
Category Placement: Canadian Neutral Balanced

Fund: Canada Life Sustainable Emerging Markets Equity Fund Series R
Category Placement: Emerging Markets Equity

Fund: Mackenzie FuturePath Global Core Fund PA
Category Placement: Global Equity

Fund: Mackenzie FuturePath Global Equity Portfolio PA
Category Placement: Global Equity

Fund: Mackenzie FuturePath Global Growth Fund PA
Category Placement: Global Equity

Fund: Mackenzie FuturePath Global Value Fund PA
Category Placement: Global Equity

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

Fund: RBC Private Global Growth Equity Pool Series F
Category Placement: Global Equity

Fund: iProfile Active Allocation Private Pool IV I
Category Placement: Global Equity

Fund: Black Diamond Impact Core Equity Fund Class A
Category Placement: Global Equity

Fund: RBC QUBE Low Volatility All Country World Equity Fund Series A
Category Placement: Global Equity

Fund: Mackenzie FuturePath Global Equity Balanced Fund PA
Category Placement: Global Equity Balanced

Fund: Mackenzie FuturePath Global Equity Balanced Portfolio PA
Category Placement: Global Equity Balanced

Fund: Mackenzie FuturePath Monthly Income Growth Portfolio PA
Category Placement: Global Equity Balanced

Fund: Mackenzie FuturePath Global Core Plus Bond Fund PA
Category Placement: Global Fixed Income

Fund: Canada Life Foreign Bond Fund R
Category Placement: Global Fixed Income

Fund: Mackenzie FuturePath Global Fixed Income Balanced Portfolio PA
Category Placement: Global Fixed Income Balanced

Fund: IG Managed Growth Portfolio Global Neutral Balanced Series F
Category Placement: Global Neutral Balanced

Fund: Mackenzie FuturePath Global Balanced Fund PA
Category Placement: Global Neutral Balanced

Fund: Mackenzie FuturePath Global Neutral Balanced Portfolio PA
Category Placement: Global Neutral Balanced

Fund: Mackenzie FuturePath Monthly Income Balanced Portfolio PA
Category Placement: Global Neutral Balanced

Fund: Sun Life Crescent Specialty Credit Private Pool Series A
Category Placement: High Yield Fixed Income

Fund: Dynamic Sustainable Equity Fund Series A
Category Placement: North American Equity

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

Fund: Mackenzie FuturePath US Core Fund PA
Category Placement: U.S. Equity

Fund: Mackenzie FuturePath US Growth Fund PA
Category Placement: U.S. Equity

Fund: Mackenzie FuturePath US Value Fund PA
Category Placement: U.S. Equity

Fund: Leith Wheeler U.S. Dividend Fund- Series B
Category Placement: U.S. Equity

Fund: RBC QUBE Low Volatility Emerging Markets Equity Fund Series A
Category Placement: Emerging Markets Equity

Fund: Addenda Preferred Share Pooled Fund
Category Placement: Preferred Share Fixed Income

Fund: Addenda Money Market Liquidity Pooled Funds Fund
Category Placement: Canadian Money Market

Fund: Addenda Short Term Corporate Bond Pooled Funds Fund
Category Placement: Canadian Short Term Fixed Income

Fund: Black Diamond Impact Core Equity ETF CAD
Category Placement: Global Equity

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

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

Fund: Forum Real Estate Income and Impact F
Category Placement: Miscellaneous – Income and Real Property

Fund: Addenda U.S. Equity Pooled Funds Fund (CAD)
Category Placement: US Equity

Fund: Canada Life Sustainable US Equity Fund
Category Placement: US Equity

Fund: AGF Global Growth Portfolio Fund Series P
Category Placement: Global Equity

Fund: AGF Global Defensive Portfolio Fund Series P
Category Placement: Global Fixed Income

Fund: AGF Global Conservative Portfolio Fund Series P
Category Placement: Global Fixed Income Balanced

Fund: AGF Global Income Portfolio Fund Series P
Category Placement: Global Fixed Income Balanced

Fund: AGF Global Moderate Portfolio Fund Series P
Category Placement: Global Neutral Balanced

Jun

Results of New Fund Reviews – June 23, 2022

Fund: BlueBay Total Return Credit Fund (Can) O
Category Placement: High Yield Fixed Income

Fund: BMO Private Canadian Enhanced Equity Portfolio
Category Placement: Canadian Equity

Fund: BMO Sustainable Global Multi-Sector Bond GIF 75/75 Class A
Category Placement: Global Fixed Income

Fund: Capital Direct 1 Income Trust Class A
Category Placement: Canadian Short Term Fixed Income

Fund: Capital Group Multi-Sector Income Fund (Canada) Series A
Category Placement: High Yield Fixed Income

Fund: Desjardins SocieTerra American Small Cap Equity Fund A
Category Placement: U.S. Small/Mid Cap Equity

Fund: Desjardins SocieTerra Canadian Equity Income Fund I
Category Placement: Canadian Equity

Fund: Desjardins SocieTerra Emerging Markets Bond Fund I
Category Placement: Emerging Markets Fixed Income

Fund: Desjardins SocieTerra Global Corporate Bond Fund I
Category Placement: Global Corporate Fixed Income

Fund: Desjardins SocieTerra Global Dividend Fund I
Category Placement: Global Equity

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

Fund: Desjardins SocieTerra International Small Cap Equity Fund A
Category Placement: Global Small/Mid Cap Equity

Fund: Desjardins SocieTerra Low Volatility Global Equity Fund I
Category Placement: Global Equity

Fund: Desjardins SocieTerra Short-Term Income Fund I
Category Placement: Canadian Short Term Fixed Income

Fund: GQG Partners U.S. Quality Equity Fund Series A
Category Placement: U.S. Equity

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

Fund: Harvest Canadian Equity Income Leaders ETF – Class A Units (HLIF)
Category Placement: Canadian Dividend & Income Equity

Fund: Horizons Copper Producers Index ETF – Class A Units (COPP)
Category Placement: Natural Resources Equity

Fund: HSBC Sustainable Balanced Fund – Investor Series
Category Placement: Global Neutral Balanced

Fund: Manulife Fundamental Income Fund Signature 2.0 Ideal 75/100 Series Platinum No-load
Category Placement: Canadian Neutral Balanced

Fund: PB1859 V3 Conservative Pooled FundsFund
Category Placement: Global Fixed Income Balanced

Fund: PB1859 V4 Moderate Pooled FundsFund
Category Placement: Global Neutral Balanced

Fund: PB1859 V5 Balanced Pooled FundsFund
Category Placement: Global Neutral Balanced

Fund: PB1859 V6 Balanced Growth Pooled FundsFund
Category Placement: Global Neutral Balanced

Fund: PB1859 V7 Growth Pooled FundsFund
Category Placement: Global Equity Balanced

Fund: PB1859 V8 Equity Pooled FundsFund
Category Placement: Global Equity

Fund: Roundtable Growth Fund Class B
Category Placement: Alternative Equity Focused

Fund: SocieTerra Fixed Income Portfolio I
Category Placement: Global Fixed Income

Fund: Steyn Capital Frontier Fund
Category Placement: Emerging Markets Equity

Fund: Sun GIF Solutions Sun KBI Sustainable Infrastructure Private Pool Investment Series A
Category Placement: Global Infrastructure Equity

Fund: Sun GIF Solutions Sun MFS US Mid Cap Growth Investment Series A
Category Placement: U.S. Small/Mid Cap Equity

May

Results of New Fund Reviews – May 26, 2022

Fund: AGF Balanced Growth Portfolio Fund Series P
Category Placement: Global Equity Balanced

Fund: AGF Canadian All Cap Strategic Equity Fund Series P
Category Placement: Canadian Equity

Fund: AGF Canadian Strategic Balanced Fund Series P
Category Placement: Canadian Neutral Balanced

Fund: AGF Canadian Strategic Bond Fund Series P
Category Placement: Canadian Fixed Income

Fund: AGF Conservative Portfolio Fund Series P
Category Placement: Global Fixed Income Balanced

Fund: AGF Defensive Portfolio Fund Series P
Category Placement: Global Fixed Income

Fund: AGF Emerging Markets Strategic Equity Fund Series P
Category Placement: Emerging Markets Equity

Fund: AGF Global Alternatives Strategic Equity Fund Series P
Category Placement: Global Equity Balanced

Fund: AGF Global ESG Equity Fund Series P
Category Placement: Global Equity

Fund: AGF Global Stategic Equity Fund Series P
Category Placement: Global Equity

Fund: AGF Global Unconstrained Strategic Bond Fund Series P
Category Placement: Global Fixed Income

Fund: AGF Growth Portfolio Fund Series P
Category Placement: Global Equity

Fund: AGF High Interest Savings Account Fund Series P
Category Placement: Canadian Money Market

Fund: AGF Income Portfolio Fund Series P
Category Placement: Global Fixed Income Balanced

Fund: AGF Moderate Portfolio Fund Series P
Category Placement: Global Neutral Balanced

Fund: AGF Monthly Canadian Dividend Income Fund Series P
Category Placement: Canadian Dividend & Income Equity

Fund: AGF North American Small-Mid Cap Fund Series P
Category Placement: U.S. Small/Mid Cap Equity

Fund: AGF US All Cap Growth Equity Fund Series P
Category Placement: U.S. Equity

Fund: AGF US Sector Rotation Fund Series P
Category Placement: U.S. Equity

Fund: BMO Canadian Banks ETF Fund Series A
Category Placement: Financial Services Equity

Fund: BMO Global Enhanced Income Fund Series A
Category Placement: Global Equity

Fund: BMO Global Quality ETF Fund Series A
Category Placement: Global Equity

Fund: BMO U.S. Corporate Bond Fund Series A
Category Placement: Global Corporate Fixed Income

Fund: CIBC Diversified Fixed Income Fund Series A
Category Placement: Global Fixed Income

Fund: CIBC Emerging Markets Local Currency Bond Fund Series A
Category Placement: Emerging Markets Fixed Income

Fund: CIBC Global Credit Fund Series A
Category Placement: Global Corporate Fixed Income

Fund: Fidelity Global Equity Class Portfolio Series B
Category Placement: Global Equity

Fund: Fidelity Global Equity Portfolio Series B
Category Placement: Global Equity

Fund: Fidelity Total Metaverse Index ETF (FMTV)
Category Placement: Global Equity

Fund: Fidelity Total Metaverse Index ETF Fund Series B
Category Placement: Global Equity

Fund: Franklin LifeSmart Sustainable 2060 Portfolio Series O
Category Placement: 2035+ Target Date Portfolio

Fund: Mackenzie Northleaf Global Private Equity Fund A
Category Placement: Alternative Private Equity

Fund: Manulife U.S. Mid-Cap Equity Guaranteed Investment Plus Series
Category Placement: U.S. Small/Mid Cap Equity

Fund: McCartney Low Vol Strategies Class A
Category Placement: Alternative Multi-Strategy

Fund: Middlefield Global Energy Transition Class Series A
Category Placement: Global Equity

Fund: Middlefield Innovation Dividend Class Series A
Category Placement: Global Equity

Fund: NBI Exclusive Income Pooled Fund
Category Placement: Tactical Balanced

Fund: NBI Private Equity Pooled Fund
Category Placement: Alternative Private Equity

Fund: NBI Real Assets Master Pooled Fund
Category Placement: Miscellaneous – Income and Real Property

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

Fund: Steyn Capital Africa Fund – class B
Category Placement: Geographic Equity

Fund: Steyn Capital SA Equity Fund – Class A
Category Placement: Geographic Equity

Fund: TR1 Fund F Class C$
Category Placement: Alternative Multi-Strategy

Fund: Vault Real Property Secured Debt Fund Class A
Category Placement: Alternative Private Debt

Fund: Wealhouse Amplus Credit Income Class F
Category Placement: Alternative Credit Focused

Fund: YP Growth Private Portfolio
Category Placement: Global Neutral Balanced

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