New Fund Reviews

Results of New Fund Reviews

An investment fund is considered “new” from the date of its inception. Once the fund has registered with at least one of the data provider firms on the CIFSC, the fund is brought to the Committee’s monthly meeting for placement into the most appropriate category. The committee will estimate the most appropriate category based on the fund’s stated intentions (as described in the fund’s investment objective and strategy).

Select a year:

2023

May

Results of New Fund Reviews – May 24, 2023

Fund: Cadence Select Equity Fund
Category Placement: North American Equity

Fund: Caravel Capital Canadian Fund
Category Placement: Alternative Market Neutral

Fund: EdgePoint Fundamental Corporate Bond Fund
Category Placement: Global Corporate Fixed Income

Fund: EHP Tactical Growth Alternative Fund
Category Placement: Alternative Multi-Strategy

Fund: Empire Life Canoe Balanced Portfolio GIF
Category Placement: Global Neutral Balanced

Fund: Empire Life Canoe Conservative Portfolio GIF
Category Placement: Global Fixed Income Balanced

Fund: Empire Life Canoe Moderate Growth Portfolio GIF
Category Placement: Global Equity Balanced

Fund: IG JPMorgan Emerging Markets Fund II
Category Placement: Emerging Markets Equity

Fund: IG Mackenzie Global Consumer Companies Fund
Category Placement: Sector Equity

Fund: IG Mackenzie Global Health Care Fund
Category Placement: Sector Equity

Fund: IG Mackenzie Global Infrastructure Fund
Category Placement: Global Infrastructure Equity

Fund: IG Mackenzie Global Natural Resources Fund II
Category Placement: Natural Resources Equity

Fund: IG Mackenzie Global Precious Metals Fund
Category Placement: Precious Metals Equity

Fund: IG Mackenzie Global Science & Technology Fund II
Category Placement: Sector Equity

Fund: IG Mackenzie International Small Cap Fund II
Category Placement: Global Small/Mid Cap Equity

Fund: IG Mackenzie Ivy European Fund II
Category Placement: European Equity

Fund: IG Mackenzie Pacific International Fund II
Category Placement: Asia Pacific ex-Japan Equity

Fund: IG Mackenzie U.S. Opportunities Fund II
Category Placement: U.S. Small/Mid Cap Equity

Fund: KIWI Business Credit Fund LP
Category Placement: Alternative Private Debt

Fund: Manulife Smart Global Bond ETF (GBND)
Category Placement: Global Fixed Income

Fund: Manulife Smart Global Dividend ETF Portfolio (GDIV)
Category Placement: Global Equity

Fund: Oak Hill Nexpoint Global Merger Arbitrage Fund
Category Placement: Alternative Multi-Strategy

Fund: Picton Mahoney Fortified Inflation Opportunities Alternative Fund
Category Placement: Alternative Multi-Strategy

Fund: Portland Replacement of Fossil Fuels Alternative Fund
Category Placement: Alternative Equity Focused

Fund: Ravenstone Alternative LP
Category Placement: Alternative Multi-Strategy

Fund: RBC Target 2024 Government Bond ETF (RGQL)
Category Placement: Canadian Short Term Fixed Income

Fund: RBC Target 2025 Government Bond ETF (RGQN)
Category Placement: Canadian Short Term Fixed Income

Fund: RBC Target 2026 Government Bond ETF (RGQO)
Category Placement: Canadian Short Term Fixed Income

Fund: RBC Target 2027 Government Bond ETF (RGQP)
Category Placement: Canadian Fixed Income

Fund: RBC Target 2028 Government Bond ETF (RGQQ)
Category Placement: Canadian Fixed Income

Fund: RBC Target 2029 Government Bond ETF (RGQR)
Category Placement: Canadian Fixed Income

Fund: RBC U.S. Discount Bond ETF (RUDB)
Category Placement: Global Fixed Income

Fund: Viewpoint Enhanced Global Multi-Asset Trust
Category Placement: Alternative Multi-Strategy

Fund: CI Canadian Equity Income Priv Tr I
Category Placement: Canadian Dividend & Income Equity

Fund: iA Fundamental Cdn Eq (Beutel Goodman)
Category Placement: Canadian Equity

Fund: CI Canadian Core Fixed Income Priv Tr I
Category Placement: Canadian Fixed Income

Fund: CI Energy Priv Tr I
Category Placement: Energy Equity

Fund: CL BlackRock Global Eq Index
Category Placement: Global Equity

Fund: RBC U.S. Discount Bond CAD Hedged ETF
Category Placement: Global Fixed Income

Fund: CI Global Infrastructure Priv Tr I
Category Placement: Global Infrastructure Equity

Fund: Baillie Gifford Sustainable Income Fund
Category Placement: Global Neutral Balanced

Fund: CI Global High Yield Fixed Inc Priv Tr I
Category Placement: High Yield Fixed Income

Fund: CI International Equity Income Priv Tr I
Category Placement: International Equity

Fund: CI Real Long Term Income Trust (I)
Category Placement: Miscellaneous – Income and Real Property

Fund: CI Real Mid Term Income Trust (I)
Category Placement: Miscellaneous – Income and Real Property

Fund: CI Real Short Term Income Trust (I)
Category Placement: Miscellaneous – Income and Real Property

Fund: CI Precious Metals Priv Tr I
Category Placement: Precious Metals Equity

Fund: CI Global Real Estate Priv Tr I
Category Placement: Real Estate Equity

Fund: CI U.S. Equity Priv Tr I
Category Placement: U.S. Equity

Apr

Results of New Fund Reviews – Apr 26, 2023

Fund: BCV Multi Strategy Alternatives Fund
Category Placement: Alternative Multi-Strategy

Fund: BMO Aggregate Bond ETF Fund
Category Placement: Canadian Fixed Income

Fund: BMO Corporate Bond ETF Fund
Category Placement: Canadian Corporate Fixed Income

Fund: BMO Global Energy Fund
Category Placement: Energy Equity

Fund: BMO Global Low Volatility ETF Fund
Category Placement: Tactical Balanced

Fund: BMO Greater China Fund
Category Placement: Greater China Equity

Fund: BMO Premium Yield ETF Fund
Category Placement: U.S. Equity

Fund: Fidelity Global Growth Private Pool
Category Placement: Global Equity Balanced

Fund: First Trust Cboe Vest Fund of Buffer ETFs (Canada) ETF
Category Placement: U.S. Equity

Fund: Franklin LifeSmart Sustainable 2065 Portfolio
Category Placement: 2035+ Target Date Portfolio

Fund: Hamilton Canadian Bank Equal-Weight Index ETF (HEB)
Category Placement: Financial Services Equity

Fund: Harvest Diversified Equity Income ETF (HRIF)
Category Placement: U.S. Equity

Fund: Harvest Travel & Leisure Income ETF (TRVI)
Category Placement: U.S. Equity

Fund: Horizons 0-3 Month T-Bill ETF (CBIL)
Category Placement: Canadian Money Market

Fund: Horizons 0-3 Month U.S. T-Bill ETF (UBIL.U)
Category Placement: U.S. Money Market

Fund: Mackenzie Corporate Knights Global 100 Index Fund
Category Placement: Global Equity

Fund: NCM Conservative Income Portfolio
Category Placement: Global Fixed Income Balanced

Fund: Purpose Apollo Private Credit Fund Non-Currency Hedged
Category Placement: Alternative Private Debt

Fund: Purpose Bluerock Private Real Estate Fund Non-Currency Hedged
Category Placement: Miscellaneous – Income and Real Property

Fund: Purpose Pantheon Private Equity Fund Non-Currency Hedged
Category Placement: Alternative Private Equity

Fund: TD Active U.S. Enhanced Dividend CAD Hedged ETF (TUEX)
Category Placement: U.S. Equity

Fund: TD Canadian Bank Dividend Index ETF (TBNK)
Category Placement: Financial Services Equity

Fund: TD Global Technology Leaders CAD Hedged Index ETF (TECX)
Category Placement: Global Equity

Fund: UWM Tactical Multi-Strategy Fund II (Feeder) Trust
Category Placement: Alternative Multi-Strategy

Fund: Fidelity ClearPath Idx Pl Ins 2025 PtfIP
Category Placement: 2025 Target Date Portfolio

Fund: Manulife Retirement Date Index+ 2025
Category Placement: 2025 Target Date Portfolio

Fund: Fidelity ClearPath Idx Pl Ins 2030 PtfIP
Category Placement: 2030 Target Date Portfolio

Fund: Manulife Retirement Date Index+ 2030
Category Placement: 2030 Target Date Portfolio

Fund: Fidelity ClearPath Idx Pl Ins 2035 PtfIP
Category Placement: 2035 Target Date Portfolio

Fund: Manulife Retirement Date Index+ 2035
Category Placement: 2035 Target Date Portfolio

Fund: Fidelity ClearPath Idx Pl Ins 2040 PtfIP
Category Placement: 2035+ Target Date Portfolio

Fund: Fidelity ClearPath Idx Pl Ins 2045 PtfIP
Category Placement: 2035+ Target Date Portfolio

Fund: Fidelity ClearPath Idx Pl Ins 2050 PtfIP
Category Placement: 2035+ Target Date Portfolio

Fund: Fidelity ClearPath Idx Pl Ins 2055 PtfIP
Category Placement: 2035+ Target Date Portfolio

Fund: Fidelity ClearPath Idx Pl Ins 2060 PtfIP
Category Placement: 2035+ Target Date Portfolio

Fund: Fidelity ClearPath Idx Pl Ins 2065 PtfIP
Category Placement: 2035+ Target Date Portfolio

Fund: Manulife Retirement Date Index+ 2040
Category Placement: 2035+ Target Date Portfolio

Fund: Manulife Retirement Date Index+ 2045
Category Placement: 2035+ Target Date Portfolio

Fund: Manulife Retirement Date Index+ 2050
Category Placement: 2035+ Target Date Portfolio

Fund: Manulife Retirement Date Index+ 2055
Category Placement: 2035+ Target Date Portfolio

Fund: Manulife Retirement Date Index+ 2060
Category Placement: 2035+ Target Date Portfolio

Fund: Manulife Retirement Date Index+ 2065
Category Placement: 2035+ Target Date Portfolio

Fund: Fidelity Alternative Assets Ins Tr IP
Category Placement: Alternative Other

Fund: Fidelity Canadian Corp Bd Idx Ins Tr IP
Category Placement: Canadian Corporate Fixed Income

Fund: Fidelity Canadian Equity Idx Ins Tr IP
Category Placement: Canadian Equity

Fund: Manulife MIM Cdn Core Equity Focused
Category Placement: Canadian Equity

Fund: Manulife CC&L Q Group Global Equity
Category Placement: Global Equity

Fund: Burgundy Partners’ Bond
Category Placement: Global Fixed Income

Fund: Manulife SP Funds Dw Jns Glbl Skk ETF Fd
Category Placement: Global Fixed Income

Fund: Manulife Retirement Date Index+ Income
Category Placement: Global Fixed Income Balanced

Fund: Fidelity ClearPath Idx Pl Ins Inc Ptf IP
Category Placement: Global Fixed Income Balanced

Fund: Fidelity Global ex-U.S. Eq Idx Ins Tr IP
Category Placement: International Equity

Fund: Manulife Aristotle Capital Intl Equity
Category Placement: International Equity

Fund: CMLS Mortgage A
Category Placement: Miscellaneous – Income and Real Property

Fund: Fiera Global Agriculture Fund – Class G
Category Placement: Miscellaneous – Income and Real Property

Fund: Fidelity ClearPath Idx Pl Ins 2010 PtfIP
Category Placement: Short Term Target Date Portfolio

Fund: Fidelity ClearPath Idx Pl Ins 2015 PtfIP
Category Placement: Short Term Target Date Portfolio

Fund: Fidelity ClearPath Idx Pl Ins 2020 PtfIP
Category Placement: Short Term Target Date Portfolio

Fund: Fidelity U.S. Equity Index Ins Trust IP
Category Placement: U.S. Equity

Fund: Manulife SP Funds Shariah S&P 500 ETF Fd
Category Placement: U.S. Equity

Fund: JPMorgan – IG Emerging Markets Pool II
Category Placement: Emerging Markets Equity

Fund: BMO Strategic Equity Yield Fund
Category Placement: Global Equity

Mar

Results of New Fund Reviews – Mar 22, 2023

Fund: MLI MFS International Equity Fund
Category Placement: International Equity

Fund: IPC Private Wealth Visio Core Fixed Income
Category Placement: Global Corporate Fixed Income

Fund: IPC Private Wealth Visio North American Equity
Category Placement: North American Equity

Fund: MBP U.S. Growth Fund
Category Placement: U.S. Equity

Fund: MBP Canadian Dividend & Growth Fund
Category Placement: Canadian Dividend and Income Equity

Fund: AGF Global Dividend Strategic Equity Fund
Category Placement: Global Equity

Fund: Hamilton Lane Senior Credit Opportunities Canada (Feeder) Fund
Category Placement: Alternative Private Debt

Fund: CIBC Private Wealth North American Yield Pool
Category Placement: Canadian Neutral Balanced

Fund: CIBC Private Wealth North American Yield Equity Pool
Category Placement: Canadian Focused Equity

Fund: CIBC Private Wealth Canadian Dividend Growth Pool
Category Placement: Canadian Dividend & Income Equity

Fund: Progression 2065 Path
Category Placement: 2035+ Target Date Portfolio

Fund: Beutel Goodman Global Value Equity
Category Placement: Global Equity

Feb

Results of New Fund Reviews – Feb 23, 2023

Fund: BlueBay Event Driven Credit Fund (Canada) – F
Category Placement: Alternative Credit Focused

Fund: CI Canadian Banks Covered Call Income Corporate Class Series A
Category Placement: Financial Services Equity

Fund: CI Energy Giants Covered Call Fund Series A
Category Placement: Energy Equity

Fund: CI Gold+ Giants Covered Call Fund Series A
Category Placement: Precious Metals Equity

Fund: CI Tech Giants Covered Call Fund Series A
Category Placement: Sector Equity

Fund: CI Utilities Giants Covered Call ETF Hedged Common Units (CUTL)
Category Placement: North American Equity

Fund: Fidelity ClearPath 2065 Portfolio Series B
Category Placement: 2035+ Target Date Portfolio

Fund: Fidelity SmartHedge U.S. Equity Fund Series B
Category Placement: U.S. Equity

Fund: Hamilton Canadian Financials Yield Maximizer ETF (HMAX)
Category Placement: Financial Services Equity

Fund: IA Clarington Global Dividend Fund Series A
Category Placement: Global Equity

Fund: IA Clarington Inhance Global Small Cap SRI Fund Series A
Category Placement: Global Small/Mid Cap Equity

Fund: IG Graduation Portfolio Series F
Category Placement: Canadian Short Term Fixed Income

Fund: IG Target Education 2030 Portfolio Series F
Category Placement: 2030 Target Date Portfolio

Fund: IG Target Education 2035 Portfolio Series F
Category Placement: 2035 Target Date Portfolio

Fund: IG Target Education 2040 Portfolio Series F
Category Placement: 2035+ Target Date Portfolio

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

Fund: Invesco S&P US Dividend Aristocrats ESG Index ETF (IUAE)
Category Placement: U.S. Equity

Fund: Invesco S&P/TSX Canadian Dividend Aristocrats ESG Index ETF (ICAE)
Category Placement: Canadian Dividend & Income Equity

Fund: IPC High Interest Savings Fund A
Category Placement: Canadian Money Market

Fund: iShares 20+ Year U.S. Treasury Bond Index ETF (XTLT)
Category Placement: Global Fixed Income

Fund: iShares Canadian 15+ Year Federal Bond Index ETF (XFLB)
Category Placement: Canadian Long Term Fixed Income

Fund: iShares Global Electric and Autonomous Vehicles Index ETF (XDRV)
Category Placement: Sector Equity

Fund: iShares MSCI Emerging Markets ex China Index ETF (XEMC)
Category Placement: Emerging Markets Equity

Fund: Manulife Fundamental Balanced Class Private Segregated Pool MPIP-FE
Category Placement: Canadian Equity Balanced

Fund: Manulife Fundamental Equity Private Segregated Pool MPIP-FE
Category Placement: Canadian Equity

Fund: Morningside Vintage Secondary 2022 LP
Category Placement: Alternative Private Equity

Fund: Pender Alternative Multi-Strategy Income Fund Class H
Category Placement: Alternative Multi-Strategy

Fund: TWM U.S. Equity Private Pool
Category Placement: U.S. Equity

Fund: Fidelity ClearPath Instl 2065 Ptfl
Category Placement: 2035+ Target Date Portfolio

Fund: ICM Crescendo Music Royalty F
Category Placement: Alternative Other

Fund: Burgundy Global Equity III
Category Placement: Global Equity

Fund: Fidelity SmartHedge US Eq MA Base US$
Category Placement: U.S. Equity

Fund: Fiera Canadian Equity
Category Placement: Canadian Equity

Jan

Results of New Fund Reviews – Jan 26, 2023

Fund: BMO Covered Call Energy ETF (ZWEN)
Category Placement: Energy Equity

Fund: BMO Covered Call Health Care ETF (ZWHC)
Category Placement: Sector Equity

Fund: BMO Global Agriculture ETF (ZEAT)
Category Placement: Sector Equity

Fund: BMO Growth ETF (Fixed Percentage Distribution Units) (ZGRO.T)
Category Placement: Global Equity Balanced

Fund: BMO US Aggregate Bond Index ETF (ZUAG)
Category Placement: Global Fixed Income

Fund: BMO US TIPS Index ETF (TIPS)
Category Placement: Global Fixed Income

Fund: Canada Life High Interest Savings Account Series A
Category Placement: Miscellaneous – Income and Real Property

Fund: CI Global Minimum Downside Volatility Index ETF Hedged Commin Units (CGDV)
Category Placement: Global Equity

Fund: CI U.S. Minimum Downside Volatility Index ETF Hedged Commun Units (CUDV)
Category Placement: U.S. Equity

Fund: CIBC Canadian Short-Term Bond Index ETF (CSBI)
Category Placement: Canadian Short Term Fixed Income

Fund: CIBC International Equity Index ETF (CAD-Hedged) (CIEH)
Category Placement: International Equity

Fund: CIBC U.S. Equity Index ETF (CAD-Hedged) (CUEH)
Category Placement: U.S. Equity

Fund: Evolve S&P 500 Enhanced Yield Fund
Category Placement: U.S. Equity

Fund: Evolve S&P/TSX 60 Enhanced Yield Fund Unhedged
Category Placement: Canadian Equity

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

Fund: NewGen Credit Strategies Fund Class F
Category Placement: Alternative Credit Focused

Fund: QW Enhanced Alpha IQ Equity Growth Fund – Series QA
Category Placement: Alternative Equity Focused

Fund: QW Enhanced Alpha IQ Fixed Income Fund – Series Q
Category Placement: Alternative Credit Focused

Fund: QW Enhanced Dividend Growth Fund – Series QA
Category Placement: Alternative Equity Focused

Fund: QW Enhanced Global Equity Fund – Series QA
Category Placement: Alternative Equity Focused

Fund: QW Enhanced Global Growth ETF Fund – Series QA
Category Placement: Alternative Equity Focused

Fund: RBC Canadian Dividend Covered Call ETF (RCDC)
Category Placement: Canadian Dividend & Income Equity

Fund: RBC U.S. Dividend Covered Call ETF (RUDC)
Category Placement: U.S. Equity

Fund: Evolve US High Interest Savings Account Fund
Category Placement: U.S. Money Market

Fund: Assumption/Fidelity Cdn Low Volatility Eq D 75/75
Category Placement: Canadian Equity

Fund: Assumption/CI Emerging Markets D 75/75
Category Placement: Emerging Markets Equity

Fund: Assumption/CI Global Real Asset D 75/75
Category Placement: Global Equity

Fund: Assumption/Fidelity Global Low Vol Eq D 75/75
Category Placement: Global Equity

Fund: Assumption/TD Greystone Global Equity D 75/75
Category Placement: Global Equity

Fund: Assumption/TD High Yield Bond D 75/75
Category Placement: High Yield Fixed Income

Fund: Assumption/TD U.S. Small Cap Equity D 75/75
Category Placement: U.S. Small/Mid Cap Equity

Fund: Mondrian Global Inflation-Linked LP
Category Placement: Global Fixed Income