Results of New Fund Reviews
An investment fund is considered “new” from the date of its inception. Once the fund has registered with at least one of the data provider firms on the CIFSC, the fund is brought to the Committee’s monthly meeting for placement into the most appropriate category. The committee will estimate the most appropriate category based on the fund’s stated intentions (as described in the fund’s investment objective and strategy).
Select a year:
2022
Apr
Results of New Fund Reviews – Apr 28, 2022
| Fund: | CI Floating Rate Income Fund ETF C$ Series (CFRT) |
| Category Placement: | Floating Rate Loan |
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| Fund: | CI Galaxy Blockchain ETF (CBCX) |
| Category Placement: | Global Equity |
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| Fund: | CI Galaxy Metaverse ETF (CMVX) |
| Category Placement: | Global Equity |
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| Fund: | CIBC Short-Term Private Debt Pool |
| Category Placement: | Alternative Private Debt |
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| Fund: | Desjardins SocieTerra Global Balanced Fund A |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Ewing Morris Small Cap Fund LP Class F |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Fidelity Canadian Government Long Bond Index Institutional Trust |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | Fidelity Global Developed Markets Sovereign Bond Index Hedged Institutional Pool |
| Category Placement: | Global Fixed Income |
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| Fund: | Fidelity Global Inflation-Linked Bond Index Hedged Institutional Pool |
| Category Placement: | Global Fixed Income |
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| Fund: | Fidelity Global Low Volatility Equity Institutional Trust |
| Category Placement: | Global Equity |
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| Fund: | Franklin Sustainable Canadian Core Equity Fund Series O |
| Category Placement: | Canadian Equity |
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| Fund: | Franklin Sustainable International Core Equity Fund Series O |
| Category Placement: | International Equity |
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| Fund: | Franklin Sustainable U.S. Core Equity Fund Series O |
| Category Placement: | U.S. Equity |
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| Fund: | IG Mackenzie U.S. Dollar Fund – Global Equity Balanced Series F |
| Category Placement: | Global Equity Balanced |
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| Fund: | IG Mackenzie U.S. Dollar Fund – Global Equity Series F |
| Category Placement: | Global Equity |
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| Fund: | IG Mackenzie U.S. Dollar Fund – Global Fixed Income Balanced Series F |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | IG Mackenzie U.S. Dollar Fund – Global Neutral Balanced Series F |
| Category Placement: | Global Neutral Balanced |
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| Fund: | IG U.S. Taxpayer Portfolio – Global Equity Balanced Series F |
| Category Placement: | Global Equity Balanced |
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| Fund: | IG U.S. Taxpayer Portfolio – Global Equity Series F |
| Category Placement: | Global Equity |
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| Fund: | IG U.S. Taxpayer Portfolio – Global Fixed Income Balanced Series F |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | IG U.S. Taxpayer Portfolio -Global Neutral Balanced Series F |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Invesco Global Balanced ESG ETF Fund Series A |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Invesco Global Select Balanced Fund Series A |
| Category Placement: | Global Neutral Balanced |
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| Fund: | iShares Cybersecurity and Tech Index ETF (XHAK) |
| Category Placement: | Sector Equity |
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| Fund: | iShares Exponential Technologies Index ETF (XEXP) |
| Category Placement: | Global Equity |
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| Fund: | iShares Genomics Immunology and Healthcare Index ETF (XDNA) |
| Category Placement: | Sector Equity |
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| Fund: | iShares Global Clean Energy Index ETF (XCLN) |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Lysander-Canso Corporate Treasury Fund Series A |
| Category Placement: | Canadian Money Market |
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| Fund: | Manulife U.S. Dollar U.S. Mid-Cap Equity Fund Advisor Series U$ |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Manulife U.S. Mid-Cap Equity Fund Advisor Series |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Metis U.S. Equity Index Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Montrusco Bolton Global Equity ex Fossil Fuels |
| Category Placement: | Global Equity |
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| Fund: | Ninepoint 2022 Flow Through Quebec Class LP Series A |
| Category Placement: | Natural Resources Equity |
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| Fund: | Pender Emerging Markets Impact Fund Class A |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Putnam – IG U.S. Growth Pool Series P |
| Category Placement: | U.S. Equity |
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| Fund: | Scotia Wealth Credit Absolute Return Pool Series M |
| Category Placement: | Alternative Credit Focused |
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| Fund: | TD Emerald Canadian Bond Index Fund Class B |
| Category Placement: | Canadian Fixed Income |
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| Fund: | TD Greystone Global Income & Growth Fund |
| Category Placement: | Global Equity |
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| Fund: | TD Greystone Real Estate LP Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Viewpoint Commodities Trust Class F |
| Category Placement: | Commodity |
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| Fund: | Wealhouse Lions Bay Fund Class F |
| Category Placement: | Alternative Equity Focused |
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Mar
Results of New Fund Reviews – Mar 24, 2022
| Fund: | Canada Life Sustainable Target Date 2025 Pool S |
| Category Placement: | 2025 Target Date Portfolio |
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| Fund: | Canada Life Sustainable Target Date 2030 Pool S |
| Category Placement: | 2030 Target Date Portfolio |
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| Fund: | Canada Life Sustainable Target Date 2035 Pool S |
| Category Placement: | 2035 Target Date Portfolio |
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| Fund: | Canada Life Sustainable Target Date 2040 Pool S |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Canada Life Sustainable Target Date 2045 Pool S |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Canada Life Sustainable Target Date 2050 Pool S |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Canada Life Sustainable Target Date 2055 Pool S |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Canada Life Sustainable Target Date 2060 Pool S |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | BlueBay High Yield Structured Credit Fund (Canada) Series F |
| Category Placement: | Alternative Credit Focused |
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| Fund: | PH&N Long/Short Canadian Equity Fund F |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Evolve Enhanced FANGMA Index ETF – CAD Hedged Units (TECE) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Ninepoint Energy Income Fund Series A |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Ninepoint Carbon Credit ETF Series A C$ |
| Category Placement: | Alternative Other |
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| Fund: | Purpose Defi Opportunities Fund Non-Currency Hedged Class A |
| Category Placement: | Alternative Other |
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| Fund: | Canso Corporate and Infrastructure Debt Fund Series O |
| Category Placement: | Alternative Private Debt |
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| Fund: | KiWi Private Credit Fund – Registered Eligible Class A |
| Category Placement: | Alternative Private Debt |
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| Fund: | TD Emerald Private Debt PFT – Reinvest Series |
| Category Placement: | Alternative Private Debt |
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| Fund: | Pratte Income Fund Series P |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Quadrus Long Term Bond Fund (Portico) Series R |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | RBC Commercial Mortgage Fund Series F |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Canada Life European Equity Fund A Series |
| Category Placement: | European Equity |
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| Fund: | Canada Life Sustainable Global Equity Fund Series R |
| Category Placement: | Global Equity |
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| Fund: | Pembroke Genesis Pooled Fund Class A |
| Category Placement: | Global Equity |
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| Fund: | Addenda Global Diversified Equity Fund Series A |
| Category Placement: | Global Equity Balanced |
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| Fund: | Canada Life Sustainable Global Bond Fund Series R |
| Category Placement: | Global Fixed Income |
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| Fund: | Addenda Income Focus Fund Series A |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | NEI Clean Infrastructure Fund A |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | Addenda Global Balanced Fund Series A |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Bridgeport Private Real Estate & Infrastructure Fund Series A |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | 2022 Flow Through National Class LP Series A |
| Category Placement: | Natural Resources Equity |
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| Fund: | Canada Life Precious Metals Fund A Series |
| Category Placement: | Precious Metals Equity |
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| Fund: | Sustainable Real Estate Dividend Fund |
| Category Placement: | Real Estate Equity |
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| Fund: | Canada Life Sustainable U.S. Equity Fund Series R |
| Category Placement: | U.S. Equity |
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| Fund: | Evermore Retirement 2040 ETF (EREO) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Evermore Retirement 2045 ETF (EREV) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Evermore Retirement 2050 ETF (ERFO) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Evermore Retirement 2055 ETF (ERFV) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Evermore Retirement 2060 ETF (ERGO) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Mulvihill Canadian Bank Enhanced Yield ETF (CBNK) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | TD Emerald Balanced Fund Class B |
| Category Placement: | Global Neutral Balanced |
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| Fund: | TD Emerald Global Equity Shareholder Yield Non-Taxable Investor PFT |
| Category Placement: | Global Equity |
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| Fund: | ReSolve Evolution Fund |
| Category Placement: | Alternative Multi – Strategy |
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| Fund: | ReSolve Osprey Fund |
| Category Placement: | Alternative Multi – Strategy |
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| Fund: | TD Emerald Canadian Short-Mid Term Corp |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | LSV Emerging Small Cap Equity Fund LP |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Desjardins fin’l Desjardins Glb Eq (Lzd) |
| Category Placement: | Global Equity |
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| Fund: | Evermore Retirement 2035 ETF (ERDV) |
| Category Placement: | 2035 Target Date Portfolio |
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| Fund: | TD Emerald Lw Carbon/ Lw Volatil Glbl Eq |
| Category Placement: | Global Equity |
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| Fund: | Desjardins fin’l SocieTerra Aggressive |
| Category Placement: | Global Equity Balanced |
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| Fund: | Desjardins fin’l SocieTerra Growth |
| Category Placement: | Global Equity Balanced |
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| Fund: | Desjardins fin’l SocieTerra Moderate |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Desjardins fin’l SocieTerra Secure |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Desjardins fin’l SocieTerra Balanced |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Evermore Retirement 2030 ETF (ERDO) |
| Category Placement: | 2030 Target Date Portfolio |
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| Fund: | Evermore Retirement 2025 ETF (ERCV) |
| Category Placement: | 2025 Target Date Portfolio |
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| Fund: | TD Emerald International Equity Index Fund Class B |
| Category Placement: | International Equity |
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Feb
Results of New Fund Reviews – Feb 24, 2022
| Fund: | BMO Brookfield Global Real Estate Tech Fund Series A |
| Category Placement: | Real Estate Equity |
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| Fund: | BMO Brookfield Global Renewables Infrastructure Fund Series A |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | BNY Mellon WS Global Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | BNY Mellon WS International Equity Fund |
| Category Placement: | International Equity |
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| Fund: | Burgundy Core Plus Bond II |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Burgundy Long Bond |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | Canada Life BlackRock LifePath 2065 Fund |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Canso Bank Loan Fund Class O |
| Category Placement: | Alternative Private Debt |
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| Fund: | Canso Corporate Value Fund Series C |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | Canso Long Term Credit Fund Class O |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | Canso Private Broad Corporate Bond Fund Class C |
| Category Placement: | Alternative Private Debt |
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| Fund: | Canso Private Debt Fund |
| Category Placement: | Alternative Private Debt |
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| Fund: | Canso Strategic Credit Fund Class C |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | Canso Tax Efficient Income Fund Class C |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | Canso US Short Term and Floating Rate Fund Class C |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | CI Bio-Revolution ETF (CDNA) |
| Category Placement: | Sector Equity |
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| Fund: | CI Digital Security ETF (CBUG) |
| Category Placement: | Sector Equity |
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| Fund: | CI Galaxy Multi-Crypto ETF (C$ Unhedged Series Units) (CMCX.B) |
| Category Placement: | Alternative Other |
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| Fund: | CIBC Global Equity Pool |
| Category Placement: | Global Equity |
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| Fund: | Clear Skies Balanced Impact Fund Series A |
| Category Placement: | Global Equity Balanced |
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| Fund: | Clear Skies Climate Action Fund Series A |
| Category Placement: | Global Equity |
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| Fund: | EHP Global ESG Leaders Alternative Fund Class A |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Evolve Canadian Banks and Lifecos Enhanced Yield Index Fund (BANK) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Fidelity All-in-One Conservative ETF (FCNS) |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Fidelity All-in-One Equity ETF (FEQT) |
| Category Placement: | Global Equity |
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| Fund: | GCK Real Assets Private Portfolio Series A |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Hamilton Enhanced Canadian Financials ETF (HFIN) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Hamilton Enhanced U.S. Covered Call ETF CDN$ Hedged (HYLD) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Harvest Diversified Monthly Income ETF Class A (HDIF) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Horizons Carbon Credits ETF C$ (CARB) |
| Category Placement: | Alternative Other |
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| Fund: | Invico Diversified Income Fund Class F |
| Category Placement: | Alternative Other |
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| Fund: | Lysander-Canso Aviation and Space Fund – 850F |
| Category Placement: | Sector Equity |
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| Fund: | Mackenzie Northleaf Private Credit Interval Fund Series A |
| Category Placement: | Alternative Private Debt |
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| Fund: | NHIT: Global Emerging Markets Equity Tr |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Ninepoint Resource Fund Class Series A |
| Category Placement: | Natural Resources Equity |
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| Fund: | Pembroke American Growth Fund Inc. |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Pembroke Canadian All Cap Pooled Fund |
| Category Placement: | Canadian Equity |
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| Fund: | Pembroke Canadian Balanced Fund |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Pembroke Canadian Bond Fund Class A Units |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Pembroke Canadian Growth Pooled Fund |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | Pembroke Dividend Growth Pooled Fund |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | Pembroke Global Equity Pooled Fund |
| Category Placement: | Global Equity |
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| Fund: | Pembroke International Growth Fund Class A Units |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Pembroke U.S. Growth Pooled Fund C$ |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Power Sustainable China Ascent Fund Series A |
| Category Placement: | Greater China Equity |
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| Fund: | RBC Emerging Markets ex-China Dividend Fund Series A |
| Category Placement: | Emerging Markets Equity |
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| Fund: | SIM US Hi Yld Opports Euro hedged Instl |
| Category Placement: | High Yield Fixed Income |
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| Fund: | The SOAR Fund Class B |
| Category Placement: | Miscellaneous – Other |
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| Fund: | Waypoint Alternative Yield Fund Series A |
| Category Placement: | Alternative Equity Focused |
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Jan
Results of New Fund Reviews – Jan 28, 2022
| Fund: | Arrow Global Opportunities Alternative Class Series A |
| Category Placement: | Alternative Multi-strategy |
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| Fund: | BMO All-Equity ETF (ZEQT) |
| Category Placement: | Global Equity |
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| Fund: | BMO Canadian Bank Income Index ETF (ZBI) |
| Category Placement: | Financial Services Equity |
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| Fund: | BMO Corporate Discount Bond ETF (ZCDB) |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | BMO Japan Index ETF (ZJPN) |
| Category Placement: | Geographic Equity |
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| Fund: | BMO MSCI ACWI Paris Aligned Climate Equity Index ETF (ZGRN) |
| Category Placement: | Global Equity |
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| Fund: | BMO Short-Term Discount Bond ETF (ZSDB) |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Canada Life Emerging Markets Equity Fund A |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Canada Life Global Growth Opportunities Fund A |
| Category Placement: | Global Equity |
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| Fund: | Canada Life US Small-Mid Cap Growth Fund A |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | CDN LifePath 2065 Index Fund |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | CDN MSCI ACWI Islamic Equity Index Fund |
| Category Placement: | Global Equity |
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| Fund: | CMLS Mortgage Fund Class F |
| Category Placement: | Alternative Credit Focused |
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| Fund: | Co-operators International Eq N100100 |
| Category Placement: | International Equity |
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| Fund: | Co-operators Mawer Global Bal N100100 |
| Category Placement: | Global Equity Balanced |
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| Fund: | Co-operators Mawer US Equity N100100 |
| Category Placement: | U.S. Equity |
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| Fund: | Co-operators PH&N Dividend N100100 |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Desjardins SocieTerra American Equity ETF (DSAE) |
| Category Placement: | U.S. Equity |
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| Fund: | DFC Canadian Equity |
| Category Placement: | Canadian Equity |
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| Fund: | DFC Canadian Fixed Income |
| Category Placement: | Canadian Fixed Income |
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| Fund: | DFC Global Equity |
| Category Placement: | International Equity |
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| Fund: | Dynamic Global Fixed Income Fund Series A |
| Category Placement: | Global Fixed Income |
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| Fund: | Dynamic Short Term Credit PLUS Fund Series A |
| Category Placement: | Alternative Credit Focused |
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| Fund: | Dynamic Sustainable Credit Private Pool Series A |
| Category Placement: | Global Fixed Income |
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| Fund: | EdgePoint Emerging Managers Portfolio Series F |
| Category Placement: | Canadian Equity |
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| Fund: | EHP Global Multi-Strategy Alternative Fund Class A |
| Category Placement: | Alternative Multi-strategy |
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| Fund: | Evolve European Banks Enhanced Yield ETF – CAD Hedged Units (EBNK) |
| Category Placement: | Financial Services Equity |
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| Fund: | Exemplar Global Growth and Income Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | Fidelity All-in-One Conservative ETF Fund Series B |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Fidelity All-in-One Equity ETF Fund Series B |
| Category Placement: | Global Equity |
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| Fund: | Fidelity Global Developed Markets Sovereign Bond Index Hedged Multi-Asset Base Fund Series O |
| Category Placement: | Global Fixed Income |
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| Fund: | Fidelity Global Inflation-Linked Bond Index Hedged Multi-Asset Base Fund Series O |
| Category Placement: | Global Fixed Income |
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| Fund: | Fidelity Tactical Credit Fund Series F |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Fierra Canadian Equity Dividend |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Franklin Western Asset Core Plus Bond Active ETF (FWCP) |
| Category Placement: | Global Fixed Income |
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| Fund: | Franklin Western Asset Core Plus Bond Fund Series A |
| Category Placement: | Global Fixed Income |
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| Fund: | IA Clarington Global Risk-Managed Income Portfolio Series A |
| Category Placement: | Global Neutral Balanced |
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| Fund: | IA Clarington Inhance Conservative SRI Portfolio Series A |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | IA Clarington Inhance High Growth SRI Portfolio Series A |
| Category Placement: | Global Equity Balanced |
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| Fund: | Invesco ESG Global Bond ETF (IWBE) |
| Category Placement: | Global Fixed Income |
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| Fund: | Invesco S&P 500 ESG Tilt Index ETF (ISTE) |
| Category Placement: | U.S. Equity |
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| Fund: | Invesco S&P International Developed ESG Index ETF (IICE) |
| Category Placement: | International Equity |
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| Fund: | Invesco S&P International Developed ESG Tilt Index ETF (IITE) |
| Category Placement: | International Equity |
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| Fund: | Invesco S&P US Total Market ESG Index ETF (IUCE) |
| Category Placement: | U.S. Equity |
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| Fund: | Invesco S&P US Total Market ESG Tilt Index ETF (IUTE) |
| Category Placement: | U.S. Equity |
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| Fund: | Invesco S&P/TSX 60 ESG Tilt Index ETF (IXTE) |
| Category Placement: | Canadian Equity |
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| Fund: | Invesco S&P/TSX Composite ESG Tilt Index ETF (ICTE) |
| Category Placement: | Canadian Equity |
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| Fund: | Mackenzie North American Balanced Fund Series A |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Mackenzie North American Equity Fund Series A |
| Category Placement: | North American Equity |
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| Fund: | NBI Sustainable Canadian Short Term Bond ETF (NSSB) |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Next Edge Strategic Metals and Commodities Fund Class A |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Ninepoint Bitcoin ETF Class A |
| Category Placement: | Alternative Other |
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| Fund: | Ninepoint Focused Global Dividend Fund Series A |
| Category Placement: | Global Equity |
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| Fund: | Ninepoint Resource Fund Series A |
| Category Placement: | Natural Resources Equity |
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| Fund: | Ninepoint Return Advantaged U.S. Equity Index Fund Series A U$ |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Ninepoint Risk Advantaged US Equity Index Fund Series A |
| Category Placement: | U.S. Equity |
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| Fund: | Ninepoint Silver Equities Fund Series A |
| Category Placement: | Precious Metals Equity |
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| Fund: | Phillips, Hager & North Overseas Equity Fund Series AZ |
| Category Placement: | International Equity |
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|
| Fund: | Purpose Healthcare Innovation Yield ETF Class A |
| Category Placement: | Sector Equity |
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|
| Fund: | RBC Canadian Equity Index ETF Fund Series A |
| Category Placement: | Canadian Equity |
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| Fund: | RBC Emerging Markets Equity Index ETF Fund Series A |
| Category Placement: | Emerging Markets Equity |
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| Fund: | RBC Global Bond Index ETF Fund A |
| Category Placement: | Global Fixed Income |
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| Fund: | RBC Global Choices All-Equity Portfolio Series A |
| Category Placement: | Global Equity |
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|
| Fund: | RBC Global Choices Balanced Portfolio Series A |
| Category Placement: | Global Neutral Balanced |
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| Fund: | RBC Global Choices Conservative Portfolio Series A |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | RBC Global Choices Growth Portfolio Series A |
| Category Placement: | Global Equity Balanced |
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|
| Fund: | RBC Global Choices Very Conservative Portfolio Series A |
| Category Placement: | Global Fixed Income Balanced |
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|
| Fund: | RBC Global Equity Index ETF Fund Series A |
| Category Placement: | Global Equity |
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| Fund: | RBC Private Canadian Dividend Pool Series A |
| Category Placement: | Canadian Dividend & Income Equity |
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|
| Fund: | RBC Private Canadian Equity Pool Series A |
| Category Placement: | Canadian Equity |
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| Fund: | RBC U.S. Equity Index ETF Fund Series A |
| Category Placement: | U.S. Equity |
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| Fund: | RBC U.S. Index Currency Neutral Fund Series A |
| Category Placement: | U.S. Equity |
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| Fund: | Scotia Responsible Investing Canadian Bond Index ETF (SRIB) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Scotia Responsible Investing Canadian Equity Index ETF (SRIC) |
| Category Placement: | Canadian Equity |
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| Fund: | Scotia Responsible Investing International Equity Index ETF (SRII) |
| Category Placement: | International Equity |
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| Fund: | Scotia Responsible Investing U.S. Equity Index ETF (SRIU) |
| Category Placement: | U.S. Equity |
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|
| Fund: | Stonecastle Global Tactical Asset Allocation Fund Class A |
| Category Placement: | Tactical Balanced |
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|
|
| Fund: | Sustainable Balanced 40/60 Fund Series A |
| Category Placement: | Global Fixed Income Balanced |
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|
|
| Fund: | Sustainable Balanced 60/40 Fund Series A |
| Category Placement: | Global Neutral Balanced |
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|
|
| Fund: | Sustainable Growth 100 Fund Series A |
| Category Placement: | Global Equity |
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|
|
| Fund: | Sustainable Growth 80/20 Fund Series A |
| Category Placement: | Global Equity Balanced |
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|
|
| Fund: | Sustainable Income 100 Fund Series A |
| Category Placement: | Global Fixed Income |
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|
|
| Fund: | Sustainable Income 20/80 Fund Series A |
| Category Placement: | Global Fixed Income Balanced |
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|
|
| Fund: | Tangerine Balanced Growth SRI Portfolio |
| Category Placement: | Global Equity Balanced |
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|
|
| Fund: | Tangerine Balanced Income ETF Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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|
|
| Fund: | Tangerine Balanced Income SRI Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
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|
|
| Fund: | Tangerine Balanced SRI Portfolio |
| Category Placement: | Global Neutral Balanced |
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|
|
| Fund: | Tangerine Equity Growth SRI Portfolio |
| Category Placement: | Global Equity |
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| Fund: | TD Emerald All Cntry Wld Eq Idx Non-Taxa |
| Category Placement: | Global Equity |
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| Fund: | Terra 2021 Short-Term Flow-Through Limited Partnership Class A |
| Category Placement: | Natural Resources Equity |
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| Fund: | TruX Exogenous Risk Pool Series F |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Wealthsimple North American Green Bond Index ETF (CAD-Hedged) (WSGB) |
| Category Placement: | Global Fixed Income |
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