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
Mar
Results of New Fund Reviews – March 27, 2024
| Fund: | AGF Total Return Bond Fund (ATRB) |
| Category Placement: | Multi-Sector Fixed Income |
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| Fund: | Chesswood Canadian Asset-Backed Credit Fund Trust |
| Category Placement: | Alternative Private Debt |
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| Fund: | Genus High Impact Equity |
| Category Placement: | Global Equity |
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| Fund: | Kingwest Avenue Portfolio |
| Category Placement: | Canadian Focused Equtiy |
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| Fund: | Leith Wheeler Core Active Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Manulife Alternative Opportunities Fund |
| Category Placement: | Alternative Credit Focused |
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| Fund: | Manulife Strategic Income Plus Fund |
| Category Placement: | Alternative Credit Focused |
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| Fund: | Ninepoint Capital Appreciation Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | Q Premium Fund: Class A |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Q US Ten Fund: Class A |
| Category Placement: | U.S. Equity |
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Feb
Results of New Fund Reviews – February 28, 2024
| Fund: | AGF Global Real Assets Fund (AGLR) |
| Category Placement: | Global Equity |
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| Fund: | AGF U.S. Small-Mid Cap Fund (ASMD) |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Amur Capital Income Fund |
| Category Placement: | Alternative Private Debt |
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| Fund: | Assumption/CI Canadian Asset AllocH75/75 |
| Category Placement: | Tactical Balanced |
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| Fund: | Assumption/Fidelity Canadian Opps H75/75 |
| Category Placement: | Canadian Equity |
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| Fund: | Assumption/Fidelity Europe H 75/75 |
| Category Placement: | European Equity |
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| Fund: | Assumption/Fidelity True North H 75/75 |
| Category Placement: | Canadian Equity |
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| Fund: | CI Auspice Alternative Diversified Corporate Class |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Desjardins fin’l JP Morgan Global Equity |
| Category Placement: | Global Equity |
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| Fund: | Educators BrighterFuture Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Educators BrighterFuture Global Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | Evolve Canadian Banks and Lifecos Enhanced Yield Index Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Fidelity All-American Equity ETF (FCAM) |
| Category Placement: | U.S. Equity |
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| Fund: | Fidelity All-Canadian Equity ETF (FCCA) |
| Category Placement: | Canadian Equity |
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| Fund: | Fidelity All-International Equity ETF (FCIN) |
| Category Placement: | International Equity |
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| Fund: | Fidelity Canadian Long/Short Alternative Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Fidelity Canadian Long/Short Alternative Fund ETF (FCLS) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | GBW Alternative All-Weather Growth I |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | GBW Alternative Short-Term Growth F |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | GQG Partners Emerging Markets Quality Equity Fund |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Invesco Nasdaq Free Cash Flow Achievers ETF (QOWZ) |
| Category Placement: | U.S. Equity |
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| Fund: | Invesco S&P 500 High Dividend Growers ETF (DIVG) |
| Category Placement: | U.S. Equity |
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| Fund: | Mackenzie Shariah Global Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | Mackenzie World Low Volatility Fund |
| Category Placement: | Global Equity |
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| Fund: | Mackenzie World Low Volatility Fund (MWLV) |
| Category Placement: | Global Equity |
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| Fund: | Manulife BlackRock LifePath Index 2065 |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Manulife Diversified Tri-Plan (MIM) |
| Category Placement: | Global Equity Balanced |
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| Fund: | Manulife Equity Tri-Plan (MIM) |
| Category Placement: | Canadain Equity Focus |
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| Fund: | Manulife Fidelity ClearPath 2010 Port. |
| Category Placement: | Short Term Target Date Portfolio |
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| Fund: | Manulife Fidelity ClearPath 2015 Port. |
| Category Placement: | Short Term Target Date Portfolio |
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| Fund: | Manulife Fidelity ClearPath 2065 Port |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Manulife Franklin LifeSmart Sust 2060 |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Manulife Franklin LifeSmart Sust 2065 |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Manulife LifePath Index 2060 (BlackRock) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Manulife LifePath Index 2065 (BlackRock) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Manulife MIM Canadian Core Plus FI |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Manulife MIM Emerging Markets Equity |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Manulife MIM Global Climate |
| Category Placement: | Global Equity |
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| Fund: | Manulife MIM Global Equity Index |
| Category Placement: | Global Equity |
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| Fund: | Manulife MIM Global Small Cap Equity |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Manulife MMF Global Monthly High Income |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Manulife MMF Global Strategic Bal Yield |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Manulife MMF Global Unconstrained Bond |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Manulife MMF U.S. Unconstrained Bond |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Manulife MMF Yield Opportunities |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Manulife Nordea Stable Return |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Manulife Retirement Date 2065 |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Manzil Mortgage PTF |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Mawer Global Credit Opportunities Fund |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | MDPIM Cdn Long Term Bond Pool |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | NCP Sustainable Dividend Achievers+ |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Ninepoint 2024 Short Duration Flow Through Limited Partnership National |
| Category Placement: | Natural Resources Equity |
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| Fund: | Ninepoint 2024 Short Duration Flow Through Limited Partnership Quebec |
| Category Placement: | Natural Resources Equity |
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| Fund: | Nymbus Multistrategy Fund |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Nymbus Sustainable Enhanced Bonds Fund |
| Category Placement: | Alternative Credit Focused |
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| Fund: | OneVest Halal Equity PTF |
| Category Placement: | North American Equity |
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| Fund: | Purpose NVIDIA (NVDA) Yield Shares (YNVD) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Radiant U.S. Smaller Companies Fund, LLC |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Schroder ISF US Smaller Companies Impact |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Scotia Wealth Canadian Bond Pool |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Scotia Wealth Fundamental International Equity Pool |
| Category Placement: | International Equity |
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| Fund: | Scotia Wealth Quantitative Canadian Small Cap Equity Pool |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | Scotia Wealth Quantitative Global Small Cap Equity |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | T. Rowe Price U.S. Blue Chip Growth Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Wealth Strategies Private Investment Pool |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | WN North American Equity Growth Fund |
| Category Placement: | North American Equity |
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| Fund: | Yorkville Dividend Income Class |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Yorkville Focused Growth Class |
| Category Placement: | North American Equity |
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Jan
Results of New Fund Reviews – January 24, 2024
| Fund: | Arrow EC Equity Advantage Alternative Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | BMO Gold Bullion ETF (CAD Units) (ZGLD) |
| Category Placement: | Commodity |
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| Fund: | BMO Gold Bullion Hedged to CAD ETF (ZGLH) |
| Category Placement: | Commodity |
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| Fund: | BMO US Equity Buffer Hedged to CAD ETF (ZAPR) |
| Category Placement: | U.S. Equity |
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| Fund: | BMO US Equity Buffer Hedged to CAD ETF (ZJAN) |
| Category Placement: | U.S. Equity |
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| Fund: | BMO US Equity Buffer Hedged to CAD ETF (ZJUL) |
| Category Placement: | U.S. Equity |
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| Fund: | CI U.S. Enhanced Momentum Index ETF (CMOM) |
| Category Placement: | U.S. Equity |
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| Fund: | CI U.S. Enhanced Value Index ETF (CVLU) |
| Category Placement: | U.S. Equity |
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| Fund: | CI WisdomTree Canada Quality Dividend Growth Index Fund |
| Category Placement: | Canadian Equity |
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| Fund: | CI WisdomTree International Quality Dividend Growth Index Fund |
| Category Placement: | International Equity |
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| Fund: | CI WisdomTree U.S. Quality Dividend Growth Index Fund |
| Category Placement: | U.S. Equity |
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| Fund: | CIBC 2025 Investment Grade Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | CIBC 2026 Investment Grade Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | CIBC 2027 Investment Grade Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | DarkShark Opportunities |
| Category Placement: | Alternative Other |
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| Fund: | GuardBonds 1-3 Year Laddered Investment Grade Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | GuardBonds 2024 Investment Grade Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | GuardBonds 2025 Investment Grade Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | GuardBonds 2026 Investment Grade Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | GuardBonds 2027 Investment Grade Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Hamilton Energy Yield Maximizer ETF () |
| Category Placement: | Energy Equity |
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| Fund: | Hamilton Gold Producer Yield Maximizer ETF () |
| Category Placement: | Precious Metals Equity |
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| Fund: | Hamilton Healthcare Yield Maximizer ETF () |
| Category Placement: | Sector Equity |
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| Fund: | Hamilton U.S. Financials Yield Maximizer ETF () |
| Category Placement: | Financial Services equity |
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| Fund: | Harvest Canadian T-Bill ETF Class A Units (TBIL) |
| Category Placement: | Canadian Money Market |
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| Fund: | Harvest Premium Yield 7-10 Year Treasury ETF (HPYM) |
| Category Placement: | Global Fixed Income |
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| Fund: | IA Clarington Global Equity Advantage Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | IA Clarington Global Fixed Income Advantage Fund |
| Category Placement: | Alternative Credit Focused |
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| Fund: | Invesco Morningstar Global Next Gen AI Index ETF (INAI) |
| Category Placement: | Global Equity |
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| Fund: | Invesco US Treasury Floating Rate Note Index ETF (IUFR.U) |
| Category Placement: | Global Fixed Income |
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| Fund: | NEI Long Short Equity Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Renaissance High Interest Savings Account |
| Category Placement: | Miscellaneous – Other |
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| Fund: | Renaissance USD High Interest Savings Account |
| Category Placement: | Miscellaneous – Other |
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| Fund: | Tangerine Money Market Fund |
| Category Placement: | Canadian Money Market |
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