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
Mar
Results of New Fund Reviews – Mar 22, 2023
| Fund: | MLI MFS International Equity Fund |
| Category Placement: | International Equity |
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| Fund: | IPC Private Wealth Visio Core Fixed Income |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | IPC Private Wealth Visio North American Equity |
| Category Placement: | North American Equity |
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| Fund: | MBP U.S. Growth Fund |
| Category Placement: | U.S. Equity |
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| Fund: | MBP Canadian Dividend & Growth Fund |
| Category Placement: | Canadian Dividend and Income Equity |
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| Fund: | AGF Global Dividend Strategic Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | Hamilton Lane Senior Credit Opportunities Canada (Feeder) Fund |
| Category Placement: | Alternative Private Debt |
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| Fund: | CIBC Private Wealth North American Yield Pool |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | CIBC Private Wealth North American Yield Equity Pool |
| Category Placement: | Canadian Focused Equity |
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| Fund: | CIBC Private Wealth Canadian Dividend Growth Pool |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Progression 2065 Path |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Beutel Goodman Global Value Equity |
| Category Placement: | Global Equity |
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Feb
Results of New Fund Reviews – Feb 23, 2023
| Fund: | BlueBay Event Driven Credit Fund (Canada) – F |
| Category Placement: | Alternative Credit Focused |
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| Fund: | CI Canadian Banks Covered Call Income Corporate Class Series A |
| Category Placement: | Financial Services Equity |
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| Fund: | CI Energy Giants Covered Call Fund Series A |
| Category Placement: | Energy Equity |
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| Fund: | CI Gold+ Giants Covered Call Fund Series A |
| Category Placement: | Precious Metals Equity |
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| Fund: | CI Tech Giants Covered Call Fund Series A |
| Category Placement: | Sector Equity |
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| Fund: | CI Utilities Giants Covered Call ETF Hedged Common Units (CUTL) |
| Category Placement: | North American Equity |
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| Fund: | Fidelity ClearPath 2065 Portfolio Series B |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Fidelity SmartHedge U.S. Equity Fund Series B |
| Category Placement: | U.S. Equity |
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| Fund: | Hamilton Canadian Financials Yield Maximizer ETF (HMAX) |
| Category Placement: | Financial Services Equity |
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| Fund: | IA Clarington Global Dividend Fund Series A |
| Category Placement: | Global Equity |
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| Fund: | IA Clarington Inhance Global Small Cap SRI Fund Series A |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | IG Graduation Portfolio Series F |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | IG Target Education 2030 Portfolio Series F |
| Category Placement: | 2030 Target Date Portfolio |
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| Fund: | IG Target Education 2035 Portfolio Series F |
| Category Placement: | 2035 Target Date Portfolio |
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| Fund: | IG Target Education 2040 Portfolio Series F |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Invesco S&P International Developed Dividend Aristocrats ESG Index ETF (IIAE) |
| Category Placement: | International Equity |
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| Fund: | Invesco S&P US Dividend Aristocrats ESG Index ETF (IUAE) |
| Category Placement: | U.S. Equity |
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| Fund: | Invesco S&P/TSX Canadian Dividend Aristocrats ESG Index ETF (ICAE) |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | IPC High Interest Savings Fund A |
| Category Placement: | Canadian Money Market |
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| Fund: | iShares 20+ Year U.S. Treasury Bond Index ETF (XTLT) |
| Category Placement: | Global Fixed Income |
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| Fund: | iShares Canadian 15+ Year Federal Bond Index ETF (XFLB) |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | iShares Global Electric and Autonomous Vehicles Index ETF (XDRV) |
| Category Placement: | Sector Equity |
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| Fund: | iShares MSCI Emerging Markets ex China Index ETF (XEMC) |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Manulife Fundamental Balanced Class Private Segregated Pool MPIP-FE |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Manulife Fundamental Equity Private Segregated Pool MPIP-FE |
| Category Placement: | Canadian Equity |
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| Fund: | Morningside Vintage Secondary 2022 LP |
| Category Placement: | Alternative Private Equity |
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| Fund: | Pender Alternative Multi-Strategy Income Fund Class H |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | TWM U.S. Equity Private Pool |
| Category Placement: | U.S. Equity |
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| Fund: | Fidelity ClearPath Instl 2065 Ptfl |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | ICM Crescendo Music Royalty F |
| Category Placement: | Alternative Other |
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| Fund: | Burgundy Global Equity III |
| Category Placement: | Global Equity |
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| Fund: | Fidelity SmartHedge US Eq MA Base US$ |
| Category Placement: | U.S. Equity |
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| Fund: | Fiera Canadian Equity |
| Category Placement: | Canadian Equity |
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Jan
Results of New Fund Reviews – Jan 26, 2023
| Fund: | BMO Covered Call Energy ETF (ZWEN) |
| Category Placement: | Energy Equity |
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| Fund: | BMO Covered Call Health Care ETF (ZWHC) |
| Category Placement: | Sector Equity |
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| Fund: | BMO Global Agriculture ETF (ZEAT) |
| Category Placement: | Sector Equity |
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| Fund: | BMO Growth ETF (Fixed Percentage Distribution Units) (ZGRO.T) |
| Category Placement: | Global Equity Balanced |
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| Fund: | BMO US Aggregate Bond Index ETF (ZUAG) |
| Category Placement: | Global Fixed Income |
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| Fund: | BMO US TIPS Index ETF (TIPS) |
| Category Placement: | Global Fixed Income |
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| Fund: | Canada Life High Interest Savings Account Series A |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | CI Global Minimum Downside Volatility Index ETF Hedged Commin Units (CGDV) |
| Category Placement: | Global Equity |
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| Fund: | CI U.S. Minimum Downside Volatility Index ETF Hedged Commun Units (CUDV) |
| Category Placement: | U.S. Equity |
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| Fund: | CIBC Canadian Short-Term Bond Index ETF (CSBI) |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | CIBC International Equity Index ETF (CAD-Hedged) (CIEH) |
| Category Placement: | International Equity |
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| Fund: | CIBC U.S. Equity Index ETF (CAD-Hedged) (CUEH) |
| Category Placement: | U.S. Equity |
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| Fund: | Evolve S&P 500 Enhanced Yield Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Evolve S&P/TSX 60 Enhanced Yield Fund Unhedged |
| Category Placement: | Canadian Equity |
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| Fund: | NBI Private Equity Replication Pooled Fund |
| Category Placement: | Alternative Private Equity |
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| Fund: | NewGen Credit Strategies Fund Class F |
| Category Placement: | Alternative Credit Focused |
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| Fund: | QW Enhanced Alpha IQ Equity Growth Fund – Series QA |
| Category Placement: | Alternative Equity Focused |
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| Fund: | QW Enhanced Alpha IQ Fixed Income Fund – Series Q |
| Category Placement: | Alternative Credit Focused |
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| Fund: | QW Enhanced Dividend Growth Fund – Series QA |
| Category Placement: | Alternative Equity Focused |
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| Fund: | QW Enhanced Global Equity Fund – Series QA |
| Category Placement: | Alternative Equity Focused |
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| Fund: | QW Enhanced Global Growth ETF Fund – Series QA |
| Category Placement: | Alternative Equity Focused |
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| Fund: | RBC Canadian Dividend Covered Call ETF (RCDC) |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | RBC U.S. Dividend Covered Call ETF (RUDC) |
| Category Placement: | U.S. Equity |
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| Fund: | Evolve US High Interest Savings Account Fund |
| Category Placement: | U.S. Money Market |
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| Fund: | Assumption/Fidelity Cdn Low Volatility Eq D 75/75 |
| Category Placement: | Canadian Equity |
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| Fund: | Assumption/CI Emerging Markets D 75/75 |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Assumption/CI Global Real Asset D 75/75 |
| Category Placement: | Global Equity |
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| Fund: | Assumption/Fidelity Global Low Vol Eq D 75/75 |
| Category Placement: | Global Equity |
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| Fund: | Assumption/TD Greystone Global Equity D 75/75 |
| Category Placement: | Global Equity |
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| Fund: | Assumption/TD High Yield Bond D 75/75 |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Assumption/TD U.S. Small Cap Equity D 75/75 |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Mondrian Global Inflation-Linked LP |
| Category Placement: | Global Fixed Income |
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