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
Aug
Results of New Fund Reviews – August 23, 2023
| Fund: | Majestic Select Partners Alternative Fund Series C |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Fieldhouse Global Managed Futures Series C – Class A |
| Category Placement: | Alternative Other |
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| Fund: | CMI Balanced Mortgage Fund Corp. |
| Category Placement: | Alternative Private Debt |
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| Fund: | Glengarry Funding Trust Class A – Series I |
| Category Placement: | Alternative Private Debt |
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| Fund: | FAX Capital Belco Flagship Trust Series A |
| Category Placement: | Alternative Private Equity |
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| Fund: | Morningside Vintage Secondary 2023 LP |
| Category Placement: | Alternative Private Equity |
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| Fund: | Purpose Balanced Pool Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | Canada Life Fixed Income Fund Series R |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Franklin Bissett Ultra Short Bond Fund Series A |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | AGF Emerging Markets ex China Fund Series MF |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Canada Life Diversified Real Assets Fund A |
| Category Placement: | Global Equity Balanced |
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| Fund: | Franklin Global Core Bond Fund Series A |
| Category Placement: | Global Fixed Income |
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| Fund: | AGF Enhanced U.S. Equity Income Fund Series MF |
| Category Placement: | U.S. Equity |
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| Fund: | Purpose USD Cash Management Fund Class A |
| Category Placement: | U.S. Money Market |
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| Fund: | CL Cadence 2065 (PSG) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | CL Continuum 2065 (PSG) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | CL Continuum Aggressive 2065 (PSG) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | CL Continuum Conservative 2065 (PSG) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | CL Harmonized 2065 (PSG) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | CL Harmonized Aggressive 2065 (PSG) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | CL Harmonized Conservative 2065 (PSG) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | CI Money Market ETF C$ |
| Category Placement: | Canadian Money Market |
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| Fund: | Forstrong Emerging Markets Equity ETF |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Forstrong Global Growth ETF |
| Category Placement: | Global Equity Balanced |
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| Fund: | Forstrong Global Income ETF |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Forstrong Global Ex-North America Equity ETF |
| Category Placement: | International Equity |
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| Fund: | CL Monthly Income (PIMCO) |
| Category Placement: | Multi-Sector Fixed Income |
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| Fund: | CI U.S. Money Market ETF (ETF US$ Series) |
| Category Placement: | US Money Market |
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Jul
Results of New Fund Reviews – July 25, 2023
| Fund: | AGF Canadian Growth Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | AGF China Focus Fund |
| Category Placement: | Greater China Equity |
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| Fund: | AGF U.S. Sector Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Mackenzie FuturePath USD US Core Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Mackenzie Futurepath Shariah Global Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | Sun Life Acadian International Equity Fund |
| Category Placement: | International Equity |
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| Fund: | Evolve NASDAQ Technology Index Fund (QQQT) |
| Category Placement: | Sector Equity |
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| Fund: | Brookfield Private Real Assets Fund (Canada) LP |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Caldwell-Lazard CorePlus Infrastructure Fund |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | Cameron Stephens High Yield Mortgage Trust |
| Category Placement: | Alternative Private Debt |
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| Fund: | Canoe International Equity Portfolio Class |
| Category Placement: | International Equity |
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| Fund: | Canoe Unconstrained Bond Fund |
| Category Placement: | Multi-sector Fixed Income |
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| Fund: | Canoe Unconstrained Bond Portfolio Class |
| Category Placement: | Multi-sector Fixed Income |
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| Fund: | Horizons Enhanced Canadian Large Cap Equity Covered Call ETF (CNCL) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Horizons Enhanced Equal Weight Banks Index ETF (BNKL) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Horizons Enhanced Equal Weight Canadian Banks Covered Call ETF (BKCL) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Horizons Enhanced S&P/TSX 60 Index ETF (CANL) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Horizons Enhanced US Large Cap Equity Covered Call ETF (USCL) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Horizons Equal Weight Banks Index ETF (HBNK) |
| Category Placement: | Financial Services Equity |
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| Fund: | Invesco International Developed Dynamic Multifactor Index ETF (IIMF) |
| Category Placement: | International Equity |
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| Fund: | Invesco Morningstar Global Energy Transition Index ETF (IGET) |
| Category Placement: | Global Equity |
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| Fund: | Invesco Russell 1000 Dynamic Multifactor Index ETF (IUMF) |
| Category Placement: | U.S. Equity |
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| Fund: | NBI International Equity Fund |
| Category Placement: | International Equity |
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| Fund: | NEI Canadian Impact Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | NEI Impact Balanced Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | NEI Impact Conservative Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | NEI Impact Growth Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | VPI Sustainability Leaders Pool |
| Category Placement: | Global Equity |
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| Fund: | Wealhouse Voyager Fund |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Glovista Fundamental Emerging Markets Eq |
| Category Placement: | Emerging Markets Equity |
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| Fund: | CL Sustainable Emerging Markets Eq |
| Category Placement: | Emerging Markets Equity |
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| Fund: | CL Sustainable Global Eq |
| Category Placement: | Global Equity |
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| Fund: | CL Sustainable Global Bond |
| Category Placement: | Global Fixed Income |
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| Fund: | CL ESG US Equity |
| Category Placement: | U.S. Equity |
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| Fund: | CL US Carbon Transition Eq |
| Category Placement: | U.S. Equity |
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| Fund: | CL Emerging Markets Conc Eq |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Nymbus Multistrategy H |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | NB US Growth and Income Basket Private Pl |
| Category Placement: | U.S. Equity |
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| Fund: | Desjardins fin’l International Eq MFS |
| Category Placement: | International Equity |
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| Fund: | Guardian Ultra-Short Canadian T-Bill ETF |
| Category Placement: | Canadian Money Market |
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| Fund: | Guardian Ultra-Short US T-Bill ETF |
| Category Placement: | U.S. Money Market |
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Jun
Results of New Fund Reviews – June 28, 2023
| Fund: | (Evolve) Premium Cash Management Fund |
| Category Placement: | Canadian Money Market |
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| Fund: | (Evolve) US Premium Cash Management Fund |
| Category Placement: | U.S. Money Market |
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| Fund: | BMO Covered Call Energy ETF Fund |
| Category Placement: | Energy Equity |
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| Fund: | BMO Covered Call Utilities ETF Fund |
| Category Placement: | Sector Equity |
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| Fund: | BMO Global Climate Transition Fund |
| Category Placement: | Global Equity |
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| Fund: | BMO Global Dividend Opportunities Fund |
| Category Placement: | Global Equity |
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| Fund: | BMO Global Health Care Fund |
| Category Placement: | Sector Equity |
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| Fund: | BMO Global REIT Fund |
| Category Placement: | Real Estate Equity |
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| Fund: | BMO Managed Balanced Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | BMO Managed Conservative Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | BMO Managed Equity Growth Portfolio |
| Category Placement: | Global Equity |
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| Fund: | BMO Managed Growth Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | BMO Managed Income Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | BMO Sustainable Equity Growth Portfolio |
| Category Placement: | Global Equity |
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| Fund: | BMO U.S. Equity Growth MFR Fund |
| Category Placement: | U.S. Equity |
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| Fund: | BMO U.S. Equity Value MFR Fund |
| Category Placement: | U.S. Equity |
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| Fund: | BMO Ultra Short-Term Bond ETF Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Brompton Split Corp. Preferred Share ETF (SPLT) |
| Category Placement: | Alternative Credit Focused |
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| Fund: | Capstone Treasury Pool |
| Category Placement: | Canadian Money Market |
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| Fund: | CI Auspice Broad Commodity Fund |
| Category Placement: | Alternative Other |
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| Fund: | CI Balanced Assets Allocation ETF Unhedged Common Units (CBAL) |
| Category Placement: | Global Neutral Balanced |
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| Fund: | CI Balanced Growth Asset Allocation ETF Unhedged Common Units (CBGR) |
| Category Placement: | Global Equity Balanced |
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| Fund: | CI Balanced Income Asset Allocation ETF Unhedged Common Units (CBIN) |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | CI Conservative Asset Allocation ETF Unhedged Common Units (CCNV) |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | CI Equity Asset Allocation ETF Unhedged Common Units (CEQT) |
| Category Placement: | Global Equity |
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| Fund: | CI Growth Asset Allocation ETF Unhedged Common Units (CGRO) |
| Category Placement: | Global Equity Balanced |
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| Fund: | Fidelity Global Innovators ETF (FINN) |
| Category Placement: | Global Equity |
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| Fund: | Fidelity Global Small Cap Opportunities Fund (FCGS) |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Fiera Global Multi-Sector Income Fund |
| Category Placement: | Multi-Sector Fixed Income |
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| Fund: | Hamilton Utilities Yield Maximizer ETF (UMAX) |
| Category Placement: | Sector Equity |
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| Fund: | M.Y. Cycles and Trends Macro Fund |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Mackenzie USD Global Dividend Fund |
| Category Placement: | Global Equity |
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| Fund: | NBI Canadian Core Plus Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | NBI Diversified Canadian Equity Private Portfolio |
| Category Placement: | Canadian Equity |
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| Fund: | NBI Diversified International Equity Private Portfolio |
| Category Placement: | International Equity |
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| Fund: | NBI Diversified U.S. Equity Private Portfolio |
| Category Placement: | U.S. Equity |
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| Fund: | NBI International High Conviction Equity Private Portfolio |
| Category Placement: | International Equity |
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| Fund: | NBI U.S. High Conviction Equity Private Portfolio |
| Category Placement: | U.S. Equity |
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| Fund: | DFS GIF Canadian Balanced CI 6F |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | DFS GIF Canadian Income and Growth CI 6F |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | CWB Wealth Small Mid Cap Pool |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | Fiera Atlas Global Companies Fund |
| Category Placement: | Global Equity |
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| Fund: | Middlefield Innovation Dividend ETF |
| Category Placement: | Global Equity |
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| Fund: | Middlefield Sustainable Global Div ETF |
| Category Placement: | Global Equity |
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| Fund: | Middlefield Sustainable Infras Div ETF |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | Burgundy China |
| Category Placement: | Greater China Equity |
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| Fund: | Fiera International Equity Etcl ESG Fd |
| Category Placement: | International Equity |
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| Fund: | DFS GIF Canadian Asset Allocation CI 6F |
| Category Placement: | Tactical Balanced |
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| Fund: | Fiera U.S. Equity Ethical ESG Fund |
| Category Placement: | U.S. Equity |
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| Fund: | FT Cboe Vest Fund of Buffer ETFs |
| Category Placement: | U.S. Equity |
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May
Results of New Fund Reviews – May 24, 2023
| Fund: | Cadence Select Equity Fund |
| Category Placement: | North American Equity |
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| Fund: | Caravel Capital Canadian Fund |
| Category Placement: | Alternative Market Neutral |
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| Fund: | EdgePoint Fundamental Corporate Bond Fund |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | EHP Tactical Growth Alternative Fund |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Empire Life Canoe Balanced Portfolio GIF |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Empire Life Canoe Conservative Portfolio GIF |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Empire Life Canoe Moderate Growth Portfolio GIF |
| Category Placement: | Global Equity Balanced |
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| Fund: | IG JPMorgan Emerging Markets Fund II |
| Category Placement: | Emerging Markets Equity |
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| Fund: | IG Mackenzie Global Consumer Companies Fund |
| Category Placement: | Sector Equity |
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| Fund: | IG Mackenzie Global Health Care Fund |
| Category Placement: | Sector Equity |
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| Fund: | IG Mackenzie Global Infrastructure Fund |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | IG Mackenzie Global Natural Resources Fund II |
| Category Placement: | Natural Resources Equity |
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| Fund: | IG Mackenzie Global Precious Metals Fund |
| Category Placement: | Precious Metals Equity |
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| Fund: | IG Mackenzie Global Science & Technology Fund II |
| Category Placement: | Sector Equity |
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| Fund: | IG Mackenzie International Small Cap Fund II |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | IG Mackenzie Ivy European Fund II |
| Category Placement: | European Equity |
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| Fund: | IG Mackenzie Pacific International Fund II |
| Category Placement: | Asia Pacific ex-Japan Equity |
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| Fund: | IG Mackenzie U.S. Opportunities Fund II |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | KIWI Business Credit Fund LP |
| Category Placement: | Alternative Private Debt |
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| Fund: | Manulife Smart Global Bond ETF (GBND) |
| Category Placement: | Global Fixed Income |
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| Fund: | Manulife Smart Global Dividend ETF Portfolio (GDIV) |
| Category Placement: | Global Equity |
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| Fund: | Oak Hill Nexpoint Global Merger Arbitrage Fund |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Picton Mahoney Fortified Inflation Opportunities Alternative Fund |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Portland Replacement of Fossil Fuels Alternative Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Ravenstone Alternative LP |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | RBC Target 2024 Government Bond ETF (RGQL) |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | RBC Target 2025 Government Bond ETF (RGQN) |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | RBC Target 2026 Government Bond ETF (RGQO) |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | RBC Target 2027 Government Bond ETF (RGQP) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | RBC Target 2028 Government Bond ETF (RGQQ) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | RBC Target 2029 Government Bond ETF (RGQR) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | RBC U.S. Discount Bond ETF (RUDB) |
| Category Placement: | Global Fixed Income |
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| Fund: | Viewpoint Enhanced Global Multi-Asset Trust |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | CI Canadian Equity Income Priv Tr I |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | iA Fundamental Cdn Eq (Beutel Goodman) |
| Category Placement: | Canadian Equity |
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| Fund: | CI Canadian Core Fixed Income Priv Tr I |
| Category Placement: | Canadian Fixed Income |
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| Fund: | CI Energy Priv Tr I |
| Category Placement: | Energy Equity |
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| Fund: | CL BlackRock Global Eq Index |
| Category Placement: | Global Equity |
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| Fund: | RBC U.S. Discount Bond CAD Hedged ETF |
| Category Placement: | Global Fixed Income |
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| Fund: | CI Global Infrastructure Priv Tr I |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | Baillie Gifford Sustainable Income Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | CI Global High Yield Fixed Inc Priv Tr I |
| Category Placement: | High Yield Fixed Income |
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| Fund: | CI International Equity Income Priv Tr I |
| Category Placement: | International Equity |
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| Fund: | CI Real Long Term Income Trust (I) |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | CI Real Mid Term Income Trust (I) |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | CI Real Short Term Income Trust (I) |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | CI Precious Metals Priv Tr I |
| Category Placement: | Precious Metals Equity |
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| Fund: | CI Global Real Estate Priv Tr I |
| Category Placement: | Real Estate Equity |
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| Fund: | CI U.S. Equity Priv Tr I |
| Category Placement: | U.S. Equity |
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Apr
Results of New Fund Reviews – Apr 26, 2023
| Fund: | BCV Multi Strategy Alternatives Fund |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | BMO Aggregate Bond ETF Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | BMO Corporate Bond ETF Fund |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | BMO Global Energy Fund |
| Category Placement: | Energy Equity |
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| Fund: | BMO Global Low Volatility ETF Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | BMO Greater China Fund |
| Category Placement: | Greater China Equity |
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| Fund: | BMO Premium Yield ETF Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Fidelity Global Growth Private Pool |
| Category Placement: | Global Equity Balanced |
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| Fund: | First Trust Cboe Vest Fund of Buffer ETFs (Canada) ETF |
| Category Placement: | U.S. Equity |
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| Fund: | Franklin LifeSmart Sustainable 2065 Portfolio |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Hamilton Canadian Bank Equal-Weight Index ETF (HEB) |
| Category Placement: | Financial Services Equity |
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| Fund: | Harvest Diversified Equity Income ETF (HRIF) |
| Category Placement: | U.S. Equity |
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| Fund: | Harvest Travel & Leisure Income ETF (TRVI) |
| Category Placement: | U.S. Equity |
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| Fund: | Horizons 0-3 Month T-Bill ETF (CBIL) |
| Category Placement: | Canadian Money Market |
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| Fund: | Horizons 0-3 Month U.S. T-Bill ETF (UBIL.U) |
| Category Placement: | U.S. Money Market |
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| Fund: | Mackenzie Corporate Knights Global 100 Index Fund |
| Category Placement: | Global Equity |
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| Fund: | NCM Conservative Income Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Purpose Apollo Private Credit Fund Non-Currency Hedged |
| Category Placement: | Alternative Private Debt |
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| Fund: | Purpose Bluerock Private Real Estate Fund Non-Currency Hedged |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Purpose Pantheon Private Equity Fund Non-Currency Hedged |
| Category Placement: | Alternative Private Equity |
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| Fund: | TD Active U.S. Enhanced Dividend CAD Hedged ETF (TUEX) |
| Category Placement: | U.S. Equity |
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| Fund: | TD Canadian Bank Dividend Index ETF (TBNK) |
| Category Placement: | Financial Services Equity |
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| Fund: | TD Global Technology Leaders CAD Hedged Index ETF (TECX) |
| Category Placement: | Global Equity |
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| Fund: | UWM Tactical Multi-Strategy Fund II (Feeder) Trust |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Fidelity ClearPath Idx Pl Ins 2025 PtfIP |
| Category Placement: | 2025 Target Date Portfolio |
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| Fund: | Manulife Retirement Date Index+ 2025 |
| Category Placement: | 2025 Target Date Portfolio |
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| Fund: | Fidelity ClearPath Idx Pl Ins 2030 PtfIP |
| Category Placement: | 2030 Target Date Portfolio |
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| Fund: | Manulife Retirement Date Index+ 2030 |
| Category Placement: | 2030 Target Date Portfolio |
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| Fund: | Fidelity ClearPath Idx Pl Ins 2035 PtfIP |
| Category Placement: | 2035 Target Date Portfolio |
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| Fund: | Manulife Retirement Date Index+ 2035 |
| Category Placement: | 2035 Target Date Portfolio |
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| Fund: | Fidelity ClearPath Idx Pl Ins 2040 PtfIP |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Fidelity ClearPath Idx Pl Ins 2045 PtfIP |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Fidelity ClearPath Idx Pl Ins 2050 PtfIP |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Fidelity ClearPath Idx Pl Ins 2055 PtfIP |
| Category Placement: | 2035+ Target Date Portfolio |
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|
|
| 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 |
|
|
|
