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
Dec
Results of Classification Reviews – December 15, 2022
| Fund: | BMO Asset Management Balanced Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | CI Global Investment Grade Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | NS Partners International Equity Focus Fund |
| Category Placement: | International Equity |
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| Fund: | Sun Life Sustainable Canadian Fixed Income Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Horizons USD High Interest Savings ETF (UCSH.U) |
| Category Placement: | U.S. Money Market |
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| Fund: | NBI Active Global Equity Fund Advisor Series |
| Category Placement: | Global Equity |
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| Fund: | NBI Active International Equity Fund Advisor Series |
| Category Placement: | International Equity |
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| Fund: | Apple (AAPL) Yield Shares (APLY) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Amazon (AMZN) Yield Shares (YAZM) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Tesla (TSLA) Yield Shares (YTSL) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Berkshire Hathaway (BRK) Yield Shares (BRKY) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Alphabet (GOOGL) Yield Shares (YGOG) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Microsoft (MSFT) Yield Shares (MSFY) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Exxon Mobil (XOM) Yield Shares (XOMY) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | JPMorgan Chase (JPM) Yield Shares (JPMY) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Johnson & Johnson (JNJ) Yield Shares (JNJY) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | UnitedHealth Group (UNH) Yield Shares (JNHY) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Vision Strategic Opportunity Non-Resident Fund Class A |
| Category Placement: | Alternative Equity Focused |
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| Fund: | RGP Alternative Income Portfolio Class |
| Category Placement: | Alternative Credit Focused |
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| Fund: | Turtle Creek Synthetic PE Fund Class A |
| Category Placement: | Alternative Private Equity |
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| Fund: | PH&N 20+ Strip Fund O |
| Category Placement: | Canadian Fixed Income |
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| Fund: | PH&N Infrastructure Debt Fund O |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | PH&N Long Invest Grade Corp Bond Trust O |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | PH&N PRisM – Long Series O |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | Progression 2060 Path |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Fiera SFI Canadian Universe Bond Fund |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | RP Broad Corporate Bond Fund |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | Schroders Value Sustainable Core |
| Category Placement: | Global Fixed Income |
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| Fund: | Schroder ISF China A All Cap |
| Category Placement: | Greater China Equity |
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| Fund: | Sabius Private Institutional Mandate |
| Category Placement: | Tactical Balanced |
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Nov
Results of Classification Reviews – November 24, 2022
| Fund: | BMO AM Money Market Fund |
| Category Placement: | Canadian Money Market |
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| Fund: | BMO ARK Genomic Revolution Fund Series A |
| Category Placement: | Sector Equity |
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| Fund: | BMO ARK Innovation Fund Series A |
| Category Placement: | Global Equity |
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| Fund: | BMO ARK Next Generation Internet Fund Series A |
| Category Placement: | Global Equity |
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| Fund: | BMO Canadian Income & Growth Fund Series A |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | BMO Global Income & Growth Fund Series A |
| Category Placement: | Global Neutral Balanced |
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| Fund: | BMO Global Innovators Fund Series A |
| Category Placement: | Global Equity |
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| Fund: | BMO Structured Equity Yield Portfolio |
| Category Placement: | Global Equity |
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| Fund: | CAN Index ETF Balanced Portfolio 75/75 (PS2) |
| Category Placement: | Global Neutral Balanced |
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| Fund: | CAN Index ETF Conservative Portfolio 75/75 (PS2) |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | CAN Index ETF Growth Portfolio 75/75 (PS2) |
| Category Placement: | Global Equity Balanced |
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| Fund: | Canada Life Retirement Balanced Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | Canada Life Retirement Conservative Fund |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Canada Life Retirement Moderate Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | CIBC Alternative Credit Strategy Series A |
| Category Placement: | Alternative Credit Focused |
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| Fund: | DFS GIF – 100% Equity |
| Category Placement: | Global Equity |
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| Fund: | DFS GIF – Global Balanced – Desjardins SocieTerra |
| Category Placement: | Global Neutral Balanced |
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| Fund: | DFS GIF – Global Balanced Growth – Desjardins |
| Category Placement: | Global Equity Balanced |
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| Fund: | DFS GIF – Global Equity Growth – Desjardins |
| Category Placement: | Global Equity |
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| Fund: | Dynamic Active Discount Bond ETF (DXDB) |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Invesco BulletShares 2032 Corporate Bond ETF (BSCW) |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | Invesco Global Equity Income Advantage Fund |
| Category Placement: | Global Equity |
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| Fund: | Mackenzie Greenchip Global Environmental Fund F |
| Category Placement: | Global Equity |
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| Fund: | Manulife Smart International Defensive Equity ETF (unhedged) (IDEF.B) |
| Category Placement: | International Equity |
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| Fund: | Manulife Smart International Dividend ETF (unhedged) (IDIV.B) |
| Category Placement: | International Equity |
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| Fund: | Manulife Smart U.S. Defensive Equity ETF USD (UDEF.U) |
| Category Placement: | U.S. Equity |
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| Fund: | Manulife Smart U.S. Dividend ETF USD (UDIV.U) |
| Category Placement: | U.S. Equity |
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| Fund: | Montrusco Bolton ESG Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Pender Alternative Arbitrage Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Penmore Balanced Portfolio Series P |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Picton Mahoney Fortified Core Bond Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | RBC Target 2028 Corporate Bond Index ETF (RQQ) |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | RBC Target 2029 Corporate Bond Index ETF (RQR) |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | Schroder ISF Emerging Markets Equity Impact |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Westmount Alternative Income Fund |
| Category Placement: | Alternative Credit Focused |
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| Fund: | Westmount Real Asset Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
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Oct
Results of Classification Reviews – October 27, 2022
| Fund: | Harvest Brand Leaders Enhanced Income ETF (HBFE) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Harvest Canadian Equity Enhanced Income Leaders ETF (HLFE) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Harvest Equal Weight Global Utilities Enhanced Income ETF (HUTE) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Harvest Healthcare Leaders Enhanced Income ETF (HHLE) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Harvest Tech Achievers Enhanced Income ETF (HTAE) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Altervest Asymmetry Investment Strategy |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Brompton Enhanced Multi-Asset Income (BMAX) |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Fidelity Advantage Ether ETF (FETH) |
| Category Placement: | Alternative Other |
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| Fund: | Ninepoint TEC Private Credit Fund II |
| Category Placement: | Alternative Private Debt |
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| Fund: | iA Sustainable Canadian Equity (iAIM) Ecoflextra 75/75 |
| Category Placement: | Canadian Equity |
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| Fund: | Franklin Bissett Ultra Short Bond Active ETF (FHIS) |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Langdon Canadian Smaller Companies Portfolio |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | iA Climate Strategy (Wellington) Ecoflextra 75/75 |
| Category Placement: | Global Equity |
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| Fund: | Mackenzie Bluewater Next Gen Growth Fund Series A |
| Category Placement: | Global Equity |
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| Fund: | iA Fidelity Climate Leadership Balanced Ecoflextra 75/75 |
| Category Placement: | Global Equity Balanced |
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| Fund: | CI Global Bond Currency Neutral Fund Series A |
| Category Placement: | Global Fixed Income |
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| Fund: | CI Global Investment Grade ETF – ETF C$ Series (CGIN) |
| Category Placement: | Global Fixed Income |
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| Fund: | CI Global Investment Grade Fund – Series A |
| Category Placement: | Global Fixed Income |
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| Fund: | Franklin Brandywine Global Sustainable Balanced Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | iA Sustainable Balanced Portfolio (iAIM) Ecoflextra 75/75 |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Evolve Slate Global Real Estate Enhanced Yield Fund (BILT) |
| Category Placement: | Real Estate Equity |
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| Fund: | Harvest ESG Equity Income Index ETF (HESG) |
| Category Placement: | U.S. Equity |
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| Fund: | iA LifePath 2065 Index (BlackRock) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | BMO AM Canadian Smart Alpha Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | BMO Canadian Stock Sel Fd (Series I) |
| Category Placement: | Canadian Equity |
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| Fund: | BMO Sust Opports Canadian Eq Fd (Ser I) |
| Category Placement: | Canadian Equity |
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| Fund: | CIBC Canadian Equity Growth Pool |
| Category Placement: | Canadian Equity |
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| Fund: | BMO AM Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | BMO Core Bond Fund (Series I) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | BMO Core Plus Bond Fund (Series I) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Acadian Sustainable Global Eq Fund, LLC |
| Category Placement: | Global Equity |
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| Fund: | BMO AM Responsible Global Equity ESG Fd |
| Category Placement: | Global Equity |
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| Fund: | CIBC Qi Global Low Volatility Div Pl |
| Category Placement: | Global Equity |
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| Fund: | Desjardins fin’l ST Positive Change |
| Category Placement: | Global Equity |
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| Fund: | Manulife Climate Action Balanced Guaranteed Investment Fund Select Investment Plus Series |
| Category Placement: | Global Neutral Balanced |
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| Fund: | iA Glo Equity Small Cap (Global Alpha) |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Langdon Global Smaller Companies Portfolio |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Franklin Global Real Assets II A |
| Category Placement: | Misc Inc & Real Property |
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| Fund: | BMO Women In Leadership Fund (Series I) |
| Category Placement: | North American Equity |
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| Fund: | UBS (Canada) Global Real Estate |
| Category Placement: | Misc Inc & Real Property |
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| Fund: | Yorkville Health Care A |
| Category Placement: | Alternative Private Equity |
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Sep
Results of Classification Reviews – September 22, 2022
| Fund: | Avenue Living Agricultural Land Trust |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Avenue Living Real Estate Core Trust |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Caravel Capital (Canada) Fund |
| Category Placement: | Alternative Market Neutral |
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| Fund: | CI Alternative Multi-Strategy Fund |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | CI Auspice Broad Commodity ETF (CCOM) |
| Category Placement: | Alternative Other |
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| Fund: | CI Global Green Bond Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | CI Global Sustainable Infrastructure Fund |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | Desjardins Alt Long/Short Global Equity Markets ETF (DAMG) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Dynamic Active Enhanced Yield Covered Options ETF (DXQ) |
| Category Placement: | North American Equity |
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| Fund: | Emerge EMPWR Sustainable Dividend Equity ETF |
| Category Placement: | North American Equity |
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| Fund: | Emerge EMPWR Sustainable Emerging Markets Equity ETF |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Emerge EMPWR Sustainable Global Core Equity ETF |
| Category Placement: | Global Equity |
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| Fund: | Emerge EMPWR Sustainable Select Growth Equity ETF |
| Category Placement: | U.S. Equity |
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| Fund: | Emerge EMPWR Unified Sustainable Equity ETF |
| Category Placement: | Global Equity |
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| Fund: | Equitable Life Bissett Core Plus Bond Fund Select |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | Equitable Life Dynamic Asia Pacific Equity Fund |
| Category Placement: | Asia Pacific Equity |
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| Fund: | Equitable Life Dynamic Global Real Estate Fund Select |
| Category Placement: | Real Estate Equity |
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| Fund: | Equitable Life Fidelity Climate Leadership Balanced Fund Select |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Equitable Life Fidelity Climate Leadership Fund Select |
| Category Placement: | Global Equity |
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| Fund: | Equitable Life Fidelity Global Innovators Fund Select |
| Category Placement: | Global Equity |
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| Fund: | Equitable Life Fidelity U.S. Focused Stock Fund Select |
| Category Placement: | U.S. Equity |
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| Fund: | Equitable Life Mackenzie Emerging Markets Fund Select |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Fidelity Advantage Ether ETF Fund |
| Category Placement: | Alternative Other |
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| Fund: | Fidelity Global Small Cap Opportunities Fund |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Forthlane Model Portfolio Balanced Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Forthlane Model Portfolio Conservative Fund |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Forthlane Model Portfolio Growth Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | GuardPath Managed Decumulation 2042 Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | GuardPath Modern Tontine 2042 Trust |
| Category Placement: | Global Equity Balanced |
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| Fund: | Hamilton Enhanced Utilities ETF (HUTS) |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | HDWM Alternative Asset Private Portfolio |
| Category Placement: | Alternative Other |
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| Fund: | Highstreet Balanced Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | Highstreet Canadian Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Highstreet Dividend Income Fund |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Highstreet International Equity Fund |
| Category Placement: | International Equity |
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| Fund: | Highstreet Money Market Fund |
| Category Placement: | Canadian Money Market |
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| Fund: | Lysander Discovery Fund |
| Category Placement: | Global Equity |
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| Fund: | Lysander-Canso Corporate Treasury ActivETF (LYCT) |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Lysander-Canso Floating Rate ActivETF (LYFR) |
| Category Placement: | Global Fixed Income |
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| Fund: | Lysander-Canso Small Cap International Equity Fund |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Mackenzie Inflation-Focused Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Mackenzie USD US Mid Cap Opportunities Fund |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Mini Mall Storage Properties Trust |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Purpose Cash Management Portfolio |
| Category Placement: | Canadian Money Market |
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| Fund: | Scotia Emerging Markets Equity Index Tracker ETF (SITE) |
| Category Placement: | Emerging Markets Equity |
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| Fund: | TD Alternative Risk Focused Pool |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | TD Alternative Risk Reduction Pool |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | TD North American Sustainability Bond Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | US High Interest Savings Account Fund (HISU.U) |
| Category Placement: | U.S. Money Market |
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| Fund: | Van Berkom Global Small Cap Strategy |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | VCIM Global Small Cap Fund |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Yorkville Crypto, Blockchain and FinTech Opportunities Class |
| Category Placement: | Sector Equity |
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Aug
Results of Classification Reviews – August 25, 2022
| Fund: | Canoe EL Money Market Protection Portfolios 75/75 |
| Category Placement: | Canadian Money Market |
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| Fund: | CIBC Emerging Markets Local Currency Bond Fd Sr A |
| Category Placement: | Emerging Markets Fixed Income |
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| Fund: | Converium Capital Fund |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Equitable Life NASDAQ 100 ESG Index Fund Select |
| Category Placement: | U.S. Equity |
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| Fund: | Equitable Life S&P 500 ESG Index Fund Select |
| Category Placement: | U.S. Equity |
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| Fund: | Equitable Life S&P/TSX Composite ESG Index Fund Select |
| Category Placement: | Canadian Equity |
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| Fund: | Fidelity Canadian Large Cap Multi-Asset Base Fund – O |
| Category Placement: | Canadian Equity |
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| Fund: | Fidelity Dividend Plus Multi-Asset Base Fund – O |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Fiera Global Small Cap Eq Fund- Ser U |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | GEM Balanced Pool Class I |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | GEM Canadian Equity Pool Class I |
| Category Placement: | Canadian Equity |
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| Fund: | GEM Fixed Income Pool Class I |
| Category Placement: | Canadian Fixed Income |
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| Fund: | GEM Global Equity Pool Class I |
| Category Placement: | Global Equity |
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| Fund: | Guardian Fixed Income Select Fund Series A |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Guardian Managed Yield Portfolio I |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Horizons Canadian Utility Services High Dividend Index ETF (UTIL) |
| Category Placement: | Sector Equity |
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| Fund: | Manulife Climate Action Balanced Fund Advisor Series |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Manulife Climate Action Bond Fund Advisor Series |
| Category Placement: | Global Fixed Income |
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| Fund: | Outcome Enhanced Dividend Fund Class A |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | RBC Private Global Growth Equity Pool F |
| Category Placement: | Global Equity |
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| Fund: | TD Global Carbon Credit Index ETF (TCBN) |
| Category Placement: | Alternative Other |
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| Fund: | Tonus U.S Small Cap Equity Fund Class A |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Verecan Global Equity Fund Series S |
| Category Placement: | Global Equity |
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| Fund: | Virtuous Global Equity Index Fund Series A |
| Category Placement: | Global Equity |
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| Fund: | Virtuous Opportunities Fund Series A |
| Category Placement: | Global Equity |
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Jul
Results of Classification Reviews – July 28, 2022
| Fund: | RBC Target 2040 Education Fund Series A |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Purpose Credit Yield Plus Fund Class A |
| Category Placement: | Alternative Credit Focused |
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| Fund: | Ninepoint Target Income Fund Series A |
| Category Placement: | Global Equity |
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| Fund: | RBC Canadian Corporate Bond Fund Series A |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | Mackenzie FuturePath Canadian Dividend Fund PA |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Mackenzie FuturePath Canadian Core Fund PA |
| Category Placement: | Canadian Equity |
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| Fund: | Mackenzie FuturePath Canadian Growth Fund PA |
| Category Placement: | Canadian Equity |
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| Fund: | AVA Canadian Equity |
| Category Placement: | Canadian Equity |
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| Fund: | AVA Tech Equities |
| Category Placement: | Canadian Equity |
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| Fund: | Veritas Next Edge Premium Yield Fund Class A |
| Category Placement: | Canadian Equity |
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| Fund: | Mackenzie FuturePath Canadian Equity Balanced Fund PA |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Mackenzie FuturePath Canadian Core Plus Bond Fund PA |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Mackenzie FuturePath Canadian Fixed Income Portfolio PA |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Mackenzie FuturePath Monthly Income Conservative Portfolio PA |
| Category Placement: | Global Fixed Income Balanced |
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|
| 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 |
|
|
|
