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

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