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:

2024

Apr

Results of New Fund Reviews – April 24, 2024

Fund: Amur Capital Conservative Income Fd Inc.
Category Placement: Alternative Credit Focused

Fund: Aviva Investors Canadian Core Fixed Income Pooled Fund A
Category Placement: Canadian Fixed Income

Fund: Aviva Investors Canadian Core Plus Climate Transition Pooled
Category Placement: Canadian Fixed Income

Fund: Aviva Investors Canadian Core Plus Fixed Income Pooled Fund A
Category Placement: Canadian Fixed Income

Fund: BlackRock CDN MSCI Canada IMI Extended ESG Focus Index Fund A
Category Placement: Canadian Equity

Fund: BlackRock CDN MSCI EAFE Extended ESG Focus Index Fund A
Category Placement: International Equity

Fund: BlackRock CDN MSCI USA Small Cap Extended ESG Focus Index Fund A
Category Placement: US Small/Mid Cap Equity

Fund: BlackRock MSCI USA Extended ESG Focus Index Fund A
Category Placement: U.S. Equity

Fund: CIBC Private Wealth Canadian Core Equity Pool
Category Placement: Canadian Equity

Fund: CIBC Private Wealth Canadian Core Pool
Category Placement: Canadian Neutral Balanced

Fund: CIBC Private Wealth U.S. Core Equity Pool
Category Placement: U.S. Equity

Fund: CWB Leon Frazer Bond Fund
Category Placement: Canadian Fixed Income

Fund: CWB Leon Frazer Canadian Dividend Fund
Category Placement: Canadian Dividend & Income Equity

Fund: CWB Leon Frazer US Dividend Fund
Category Placement: U.S. Dividend & Income Equity

Fund: Desjardins American Equity Index ETF (DMEU)
Category Placement: U.S. Equity

Fund: Desjardins Canadian Corporate Bond Fund
Category Placement: Canadian Corporate Fixed Income

Fund: Desjardins Canadian Corporate Bond Index ETF (DCBC)
Category Placement: Canadian Corporate Fixed Income

Fund: Desjardins Canadian Equity Index ETF (DMEC)
Category Placement: Canadian Equity

Fund: Desjardins Emerging Markets Equity Index ETF (DMEE)
Category Placement: Emerging Markets Equity

Fund: Desjardins International Equity Index ETF (DMEI)
Category Placement: International Equity

Fund: Desjardins Sustainable Canadian Corporate Bond Fund
Category Placement: Canadian Corporate Fixed Income

Fund: Evolve Artificial Intelligence Fund (ARTI)
Category Placement: U.S. Equity

Fund: Evovest Global Equity ETF (EVO)
Category Placement: Global Equity

Fund: Franklin Canadian Low Volatility High Dividend Index ETF (FLVC)
Category Placement: Canadian Dividend & Income Equity

Fund: Franklin Intl Lw Vol Hi Div Idx ETF
Category Placement: Global Dividend & Income Equity

Fund: Franklin U.S. Low Vol Hi Div Idx ETF
Category Placement: U.S. Dividend & Income Equity

Fund: Harvest Balanced Income & Growth Enhanced ETF (HBIE)
Category Placement: Alternative Multi-Strategy

Fund: Harvest Balanced Income & Growth ETF (HBIG)
Category Placement: Global Neutral Balanced

Fund: Harvest Industrial Leaders Income ETF (HIND)
Category Placement: Sector Equity

Fund: Kingwest Canadian Equity Portfolio
Category Placement: Canadian Equity

Fund: Kingwest U.S. Equity Portfolio
Category Placement: U.S. Equity

Fund: Mackenzie Emerging Markets ex-China Equity Fund
Category Placement: Emerging Markets Equity

Fund: New Capital Asia Future Leaders Fund
Category Placement: Asia Pacific ex-Japan Equity

Fund: New Capital Global Equity Conviction
Category Placement: Global Equity

Fund: New Capital Strategic Portfolio Fund
Category Placement: Tactical Balanced

Fund: Onex Global Special Situations Alt F
Category Placement: Alternative Equity Focused

Fund: RBC Target 2025 U.S. Corporate Bond ETF (RUQN)
Category Placement: Global Corporate Fixed Income

Fund: RBC Target 2026 U.S. Corporate Bond ETF (RUQO)
Category Placement: Global Corporate Fixed Income

Fund: RBC Target 2027 U.S. Corporate Bond ETF (RUQP)
Category Placement: Global Corporate Fixed Income

Fund: RBC Target 2028 U.S. Corporate Bond ETF (RUQQ)
Category Placement: Global Corporate Fixed Income

Fund: RBC Target 2029 U.S. Corporate Bond ETF (RUQR)
Category Placement: Global Corporate Fixed Income

Fund: RBC Target 2030 Canadian Corporate Bond Index ETF (RQS)
Category Placement: Canadian Corporate Fixed Income

Fund: RBC Target 2030 Canadian Government Bond ETF (RGQS)
Category Placement: Canadian Fixed Income

Fund: RBC Target 2030 U.S. Corporate Bond ETF (RUQS)
Category Placement: Global Corporate Fixed Income

Fund: Russell Investments Global Balanced
Category Placement: Global Neutral Balanced

Fund: TD Emerald Lw Carb Glbl Eq Idx Pld Fd Tr
Category Placement: Global Equity

Fund: TD Target 2025 Investment Grade Bond ETF (TBCE)
Category Placement: Canadian Short Term Fixed Income

Fund: TD Target 2025 U.S. Investment Grade Bond ETF (TBUE.U)
Category Placement: Global Corporate Fixed Income

Fund: TD Target 2026 Investment Grade Bond ETF (TBCF)
Category Placement: Canadian Short Term Fixed Income

Fund: TD Target 2026 U.S. Investment Grade Bond ETF (TBUF.U)
Category Placement: Global Corporate Fixed Income

Fund: TD Target 2027 Investment Grade Bond ETF (TBCG)
Category Placement: Canadian Short Term Fixed Income

Fund: TD Target 2027 U.S. Investment Grade Bond ETF (TBUG.U)
Category Placement: Global Corporate Fixed Income

Fund: Wise Balanced 50 ETF Portfolio
Category Placement: Global Neutral Balanced

Mar

Results of New Fund Reviews – March 27, 2024

Fund: AGF Total Return Bond Fund (ATRB)
Category Placement: Multi-Sector Fixed Income

Fund: Chesswood Canadian Asset-Backed Credit Fund Trust
Category Placement: Alternative Private Debt

Fund: Genus High Impact Equity
Category Placement: Global Equity

Fund: Kingwest Avenue Portfolio
Category Placement: Canadian Focused Equtiy

Fund: Leith Wheeler Core Active Bond Fund
Category Placement: Canadian Fixed Income

Fund: Manulife Alternative Opportunities Fund
Category Placement: Alternative Credit Focused

Fund: Manulife Strategic Income Plus Fund
Category Placement: Alternative Credit Focused

Fund: Ninepoint Capital Appreciation Fund
Category Placement: Tactical Balanced

Fund: Q Premium Fund: Class A
Category Placement: Alternative Equity Focused

Fund: Q US Ten Fund: Class A
Category Placement: U.S. Equity

Feb

Results of New Fund Reviews – February 28, 2024

Fund: AGF Global Real Assets Fund (AGLR)
Category Placement: Global Equity

Fund: AGF U.S. Small-Mid Cap Fund (ASMD)
Category Placement: U.S. Small/Mid Cap Equity

Fund: Amur Capital Income Fund
Category Placement: Alternative Private Debt

Fund: Assumption/CI Canadian Asset AllocH75/75
Category Placement: Tactical Balanced

Fund: Assumption/Fidelity Canadian Opps H75/75
Category Placement: Canadian Equity

Fund: Assumption/Fidelity Europe H 75/75
Category Placement: European Equity

Fund: Assumption/Fidelity True North H 75/75
Category Placement: Canadian Equity

Fund: CI Auspice Alternative Diversified Corporate Class
Category Placement: Alternative Multi-Strategy

Fund: Desjardins fin’l JP Morgan Global Equity
Category Placement: Global Equity

Fund: Educators BrighterFuture Bond Fund
Category Placement: Canadian Fixed Income

Fund: Educators BrighterFuture Global Equity Fund
Category Placement: Global Equity

Fund: Evolve Canadian Banks and Lifecos Enhanced Yield Index Fund
Category Placement: Alternative Equity Focused

Fund: Fidelity All-American Equity ETF (FCAM)
Category Placement: U.S. Equity

Fund: Fidelity All-Canadian Equity ETF (FCCA)
Category Placement: Canadian Equity

Fund: Fidelity All-International Equity ETF (FCIN)
Category Placement: International Equity

Fund: Fidelity Canadian Long/Short Alternative Fund
Category Placement: Alternative Equity Focused

Fund: Fidelity Canadian Long/Short Alternative Fund ETF (FCLS)
Category Placement: Alternative Equity Focused

Fund: GBW Alternative All-Weather Growth I
Category Placement: Alternative Multi-Strategy

Fund: GBW Alternative Short-Term Growth F
Category Placement: Alternative Multi-Strategy

Fund: GQG Partners Emerging Markets Quality Equity Fund
Category Placement: Emerging Markets Equity

Fund: Invesco Nasdaq Free Cash Flow Achievers ETF (QOWZ)
Category Placement: U.S. Equity

Fund: Invesco S&P 500 High Dividend Growers ETF (DIVG)
Category Placement: U.S. Equity

Fund: Mackenzie Shariah Global Equity Fund
Category Placement: Global Equity

Fund: Mackenzie World Low Volatility Fund
Category Placement: Global Equity

Fund: Mackenzie World Low Volatility Fund (MWLV)
Category Placement: Global Equity

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

Fund: Manulife Diversified Tri-Plan (MIM)
Category Placement: Global Equity Balanced

Fund: Manulife Equity Tri-Plan (MIM)
Category Placement: Canadain Equity Focus

Fund: Manulife Fidelity ClearPath 2010 Port.
Category Placement: Short Term Target Date Portfolio

Fund: Manulife Fidelity ClearPath 2015 Port.
Category Placement: Short Term Target Date Portfolio

Fund: Manulife Fidelity ClearPath 2065 Port
Category Placement: 2035+ Target Date Portfolio

Fund: Manulife Franklin LifeSmart Sust 2060
Category Placement: 2035+ Target Date Portfolio

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

Fund: Manulife LifePath Index 2060 (BlackRock)
Category Placement: 2035+ Target Date Portfolio

Fund: Manulife LifePath Index 2065 (BlackRock)
Category Placement: 2035+ Target Date Portfolio

Fund: Manulife MIM Canadian Core Plus FI
Category Placement: Canadian Fixed Income

Fund: Manulife MIM Emerging Markets Equity
Category Placement: Emerging Markets Equity

Fund: Manulife MIM Global Climate
Category Placement: Global Equity

Fund: Manulife MIM Global Equity Index
Category Placement: Global Equity

Fund: Manulife MIM Global Small Cap Equity
Category Placement: Global Small/Mid Cap Equity

Fund: Manulife MMF Global Monthly High Income
Category Placement: Global Neutral Balanced

Fund: Manulife MMF Global Strategic Bal Yield
Category Placement: Global Neutral Balanced

Fund: Manulife MMF Global Unconstrained Bond
Category Placement: High Yield Fixed Income

Fund: Manulife MMF U.S. Unconstrained Bond
Category Placement: High Yield Fixed Income

Fund: Manulife MMF Yield Opportunities
Category Placement: Global Fixed Income Balanced

Fund: Manulife Nordea Stable Return
Category Placement: Alternative Equity Focused

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

Fund: Manzil Mortgage PTF
Category Placement: Canadian Short Term Fixed Income

Fund: Mawer Global Credit Opportunities Fund
Category Placement: Global Corporate Fixed Income

Fund: MDPIM Cdn Long Term Bond Pool
Category Placement: Canadian Long Term Fixed Income

Fund: NCP Sustainable Dividend Achievers+
Category Placement: Alternative Equity Focused

Fund: Ninepoint 2024 Short Duration Flow Through Limited Partnership National
Category Placement: Natural Resources Equity

Fund: Ninepoint 2024 Short Duration Flow Through Limited Partnership Quebec
Category Placement: Natural Resources Equity

Fund: Nymbus Multistrategy Fund
Category Placement: Alternative Multi-Strategy

Fund: Nymbus Sustainable Enhanced Bonds Fund
Category Placement: Alternative Credit Focused

Fund: OneVest Halal Equity PTF
Category Placement: North American Equity

Fund: Purpose NVIDIA (NVDA) Yield Shares (YNVD)
Category Placement: Alternative Equity Focused

Fund: Radiant U.S. Smaller Companies Fund, LLC
Category Placement: U.S. Small/Mid Cap Equity

Fund: Schroder ISF US Smaller Companies Impact
Category Placement: U.S. Small/Mid Cap Equity

Fund: Scotia Wealth Canadian Bond Pool
Category Placement: Canadian Fixed Income

Fund: Scotia Wealth Fundamental International Equity Pool
Category Placement: International Equity

Fund: Scotia Wealth Quantitative Canadian Small Cap Equity Pool
Category Placement: Canadian Small/Mid Cap Equity

Fund: Scotia Wealth Quantitative Global Small Cap Equity
Category Placement: Global Small/Mid Cap Equity

Fund: T. Rowe Price U.S. Blue Chip Growth Fund
Category Placement: U.S. Equity

Fund: Wealth Strategies Private Investment Pool
Category Placement: Alternative Multi-Strategy

Fund: WN North American Equity Growth Fund
Category Placement: North American Equity

Fund: Yorkville Dividend Income Class
Category Placement: Canadian Dividend & Income Equity

Fund: Yorkville Focused Growth Class
Category Placement: North American Equity

Jan

Results of New Fund Reviews – January 24, 2024

Fund: Arrow EC Equity Advantage Alternative Fund
Category Placement: Alternative Equity Focused

Fund: BMO Gold Bullion ETF (CAD Units) (ZGLD)
Category Placement: Commodity

Fund: BMO Gold Bullion Hedged to CAD ETF (ZGLH)
Category Placement: Commodity

Fund: BMO US Equity Buffer Hedged to CAD ETF (ZAPR)
Category Placement: U.S. Equity

Fund: BMO US Equity Buffer Hedged to CAD ETF (ZJAN)
Category Placement: U.S. Equity

Fund: BMO US Equity Buffer Hedged to CAD ETF (ZJUL)
Category Placement: U.S. Equity

Fund: CI U.S. Enhanced Momentum Index ETF (CMOM)
Category Placement: U.S. Equity

Fund: CI U.S. Enhanced Value Index ETF (CVLU)
Category Placement: U.S. Equity

Fund: CI WisdomTree Canada Quality Dividend Growth Index Fund
Category Placement: Canadian Equity

Fund: CI WisdomTree International Quality Dividend Growth Index Fund
Category Placement: International Equity

Fund: CI WisdomTree U.S. Quality Dividend Growth Index Fund
Category Placement: U.S. Equity

Fund: CIBC 2025 Investment Grade Bond Fund
Category Placement: Canadian Short Term Fixed Income

Fund: CIBC 2026 Investment Grade Bond Fund
Category Placement: Canadian Short Term Fixed Income

Fund: CIBC 2027 Investment Grade Bond Fund
Category Placement: Canadian Short Term Fixed Income

Fund: DarkShark Opportunities
Category Placement: Alternative Other

Fund: GuardBonds 1-3 Year Laddered Investment Grade Bond Fund
Category Placement: Canadian Short Term Fixed Income

Fund: GuardBonds 2024 Investment Grade Bond Fund
Category Placement: Canadian Short Term Fixed Income

Fund: GuardBonds 2025 Investment Grade Bond Fund
Category Placement: Canadian Short Term Fixed Income

Fund: GuardBonds 2026 Investment Grade Bond Fund
Category Placement: Canadian Short Term Fixed Income

Fund: GuardBonds 2027 Investment Grade Bond Fund
Category Placement: Canadian Short Term Fixed Income

Fund: Hamilton Energy Yield Maximizer ETF ()
Category Placement: Energy Equity

Fund: Hamilton Gold Producer Yield Maximizer ETF ()
Category Placement: Precious Metals Equity

Fund: Hamilton Healthcare Yield Maximizer ETF ()
Category Placement: Sector Equity

Fund: Hamilton U.S. Financials Yield Maximizer ETF ()
Category Placement: Financial Services equity

Fund: Harvest Canadian T-Bill ETF Class A Units (TBIL)
Category Placement: Canadian Money Market

Fund: Harvest Premium Yield 7-10 Year Treasury ETF (HPYM)
Category Placement: Global Fixed Income

Fund: IA Clarington Global Equity Advantage Fund
Category Placement: Alternative Equity Focused

Fund: IA Clarington Global Fixed Income Advantage Fund
Category Placement: Alternative Credit Focused

Fund: Invesco Morningstar Global Next Gen AI Index ETF (INAI)
Category Placement: Global Equity

Fund: Invesco US Treasury Floating Rate Note Index ETF (IUFR.U)
Category Placement: Global Fixed Income

Fund: NEI Long Short Equity Fund
Category Placement: Alternative Equity Focused

Fund: Renaissance High Interest Savings Account
Category Placement: Miscellaneous – Other

Fund: Renaissance USD High Interest Savings Account
Category Placement: Miscellaneous – Other

Fund: Tangerine Money Market Fund
Category Placement: Canadian Money Market