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
Dec
Results of New Fund Reviews – December 18, 2024
| Fund: | Mulvihill Enhanced Split Preferred Share ETF (SPFD) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | BMO Private Strategic Rate Fund I |
| Category Placement: | Alternative Credit Focused |
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| Fund: | CI Structured Premium Yield Fund |
| Category Placement: | Miscellaneous – Others |
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| Fund: | Desjardins Fundamental Global Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | Desjardins Global Opportunities Fund |
| Category Placement: | Global Equity |
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| Fund: | Desjardins Target 2025 Investment Grade Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Desjardins Target 2026 Investment Grade Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Desjardins Target 2027 Investment Grade Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | DFS GIF – Balanced – Desjardins Wise ETF |
| Category Placement: | Global Neutral Balanced |
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| Fund: | EHP Alpha Strategies Alternative Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Great White Car Wash LP |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Mackenzie Global Dividend Enhanced Yield Fund |
| Category Placement: | Global Dividend & Income Equity |
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| Fund: | Mackenzie Global Dividend Enhanced Yield Plus Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Pender US Small/Mid Cap Equity Fund |
| Category Placement: | US Small/Mid Cap Equity |
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| Fund: | AlphaFixe ESG VP Fixed Income |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Skyline Apartment Real Estate Investment Trust |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Skyline Clean Energy Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | AlphaFixe ESG VP Fixed Income |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Skyline Apartment Real Estate Investment Trust |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Skyline Clean Energy Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Skyline Industrial Real Estate Investment Trust |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Skyline Retail Real Estate Investment Trust |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Timelo Strategic Oppurtunities Fund |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | V-Square U.S. Treasury Bond 0-3 Month Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Royal Canadian Mint-Canadian Gold Rsrv |
| Category Placement: | Commodity |
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| Fund: | Royal Canadian Mint-Canadian Silver Rsrv |
| Category Placement: | Commodity |
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| Fund: | Man High Yield Opportunities |
| Category Placement: | High Yield Fixed Income |
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Nov
Results of New Fund Reviews – November 27, 2024
| Fund: | AMD (AMD) Yield Shares Purpose ETF – ETF Shares (YAMD) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Assumption/Fidelity All-in-One Balanced ETF Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Assumption/Fidelity All-in-One Growth ETF Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | Assumption/Fidelity Climate Leadership Balanced Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Assumption/Fidelity Global Equity + Fund |
| Category Placement: | Global Equity |
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| Fund: | Assumption/Louisbourg International Equity Fund |
| Category Placement: | International Equity |
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| Fund: | BMO Global Equity Fund GIF |
| Category Placement: | Global Equity |
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| Fund: | BMO NASDAQ 100 ETF GIF |
| Category Placement: | U.S. Equity |
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| Fund: | BMO S&P 500 Index ETF GIF |
| Category Placement: | U.S. Equity |
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| Fund: | Capital Group Global Equity Select ETF (CAPG) |
| Category Placement: | Global Equity |
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| Fund: | Capital Group International Equity Select ETF (CAPI) |
| Category Placement: | International Equity |
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| Fund: | Capital Group Multi-Sector Income Select ETF (CAPM) |
| Category Placement: | Multi-Sector Fixed Income |
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| Fund: | Capital Group World Bond Select ETF (CAPW) |
| Category Placement: | Global Fixed Income |
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| Fund: | Counsel Enhanced Global Equity |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Empire Life Purpose Global Bond GIF |
| Category Placement: | Multi-Sector Fixed Income |
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| Fund: | Empire Life Vanguard Balanced ETF Portfolio GIF |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Empire Life Vanguard Conservative ETF Portfolio GIF |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Empire Life Vanguard Conservative Income ETF Portfolio GIF |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Empire Life Vanguard Growth ETF Portfolio GIF |
| Category Placement: | Global Equity Balanced |
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| Fund: | First Trust Vest SMID Rising Dividend Achievers Target Income ETF |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | ForAll Core & More U.S. Equity Index ETF (FORU) |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Franklin Putnam U.S. Research Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Global X Artificial Intelligence Infrastructure Index ETF |
| Category Placement: | Global Equity |
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| Fund: | Global X Equal Weight Canadian Groceries & Staples Index ETF (MART) |
| Category Placement: | Sector Equity |
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| Fund: | Global X Equal Weight Canadian Insurance Index ETF (SAFE) |
| Category Placement: | Financial Services Equity |
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| Fund: | Global X Equal Weight Canadian Oil & Gas Index ETF (NRGY) |
| Category Placement: | Energy Equity |
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| Fund: | Global X Equal Weight Canadian Telecommunications Index ETF (RING) |
| Category Placement: | Sector Equity |
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| Fund: | Global X Gold Producers Index ETF (GLDX) |
| Category Placement: | Precious Metals Equity |
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| Fund: | Global X Long-Term Government Bond Premium Yield ETF (PAYL) |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | Global X Mid-Term Government Bond Premium Yield ETF (PAYM) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Global X Russell 2000 Covered Call ETF (RSCC) |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Global X Russell 2000 Index ETF U$ (RSSX.U) |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | IA Clarington Multi-Strategy Alternative Pool |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Kinsted Real Asset Pool |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Kinsted Strategic Growth Pool |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Kinsted Strategic Income Pool |
| Category Placement: | Alternative Private Debt |
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| Fund: | Mackenzie International Equity Index ETF (CAD-Hedged) (QDXH) |
| Category Placement: | International Equity |
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| Fund: | Mackenzie US Large Cap Equity Index ETF (CAD-Hedged) (QAH) |
| Category Placement: | U.S. Equity |
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| Fund: | Mackenzie US Small Cap Fund |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | META (META) Yield Shares Purpose ETF – ETF Shares (YMET) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | NBI Global Climate Ambition Fund |
| Category Placement: | Global Equity |
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| Fund: | NBI Senior Loan Fund |
| Category Placement: | Floating Rate Loan |
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| Fund: | NBI Sustainable Global Bond Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Ninety One Emerging Markets Equity Fund |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Picton Mahoney Fortified Investment Grade Alternative Fund |
| Category Placement: | Alternative Credit Focused |
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| Fund: | Primerica Conservative Income Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Purpose US Preferred Share Fund – ETF Unit (RPU) |
| Category Placement: | Preferred Share Fixed Income |
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Oct
Results of New Fund Reviews – October 23, 2024
| Fund: | BMO MSCI EAFE High Quality Index ETF (ZIQ) |
| Category Placement: | International Equity |
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| Fund: | Brandsen Global Income Opportunities Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Capital Asset Income Fund |
| Category Placement: | Alternative Private Debt |
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| Fund: | CDN MSCI ACWI Islamic Equity Index Fund |
| Category Placement: | Global Equity |
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| Fund: | CI Balanced Asset Allocation Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | CI Balanced Growth Asset Allocation Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | CI Balanced Income Asset Allocation Fund |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | CI Conservative Asset Allocation Fund |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | CI Equity Asset Allocation Fund |
| Category Placement: | Global Equity |
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| Fund: | CI Growth Asset Allocation Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | Dynamic Active Bond ETF (DXBB) |
| Category Placement: | Global Fixed Income |
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| Fund: | Dynamic Active Corporate Bond ETF (DXCB) |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | Empire Life American Growth GIF |
| Category Placement: | U.S. Equity |
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| Fund: | Evolve Canadian Aggregate Bond Enhanced Yield Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Fidelity Equity Premium Yield ETF (FEPY) |
| Category Placement: | U.S. Equity |
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| Fund: | Fiera ASFI – Core Plus Canadian Bond Universe |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Franklin Emerging Market Debt Institutional Fund |
| Category Placement: | Emerging Markets Fixed Income |
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| Fund: | iA Canadian Equity Small Cap (iA) |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | iA Clarington Agile Global Total Return Income Fund |
| Category Placement: | Multi-Sector Fixed Income |
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| Fund: | iA Global Growth and Income (iA) |
| Category Placement: | Global Equity Balanced |
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| Fund: | iA Indexia Bond (iA) Ecoflextra 75/75 |
| Category Placement: | Canadian Fixed Income |
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| Fund: | iA Indexia Canadian Equity (iA) |
| Category Placement: | Canadian Equity |
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| Fund: | iA Indexia Global Equity (iA) |
| Category Placement: | Global Equity |
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| Fund: | iA Indexia U.S. Equity (iA) |
| Category Placement: | U.S. Equity |
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| Fund: | IG Manulife Strategic Income Fund |
| Category Placement: | Multi-Sector Fixed Income |
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| Fund: | JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | JPMorgan US Equity Premium Income Active ETF (JEPI) |
| Category Placement: | U.S. Equity |
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| Fund: | Legacy Private Client Real Estate Pool |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | M.Y. Real Estate Investment Fund |
| Category Placement: | Miscellaneous – Income & Real Property |
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| Fund: | MacNicol Safe Harbour Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Marval Guru Fund |
| Category Placement: | Geographic Equity |
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| Fund: | Mayfair Private Client Structured Outcome Pool |
| Category Placement: | Miscellaneous – Other |
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| Fund: | RGP Emerging Markets Fund |
| Category Placement: | Emerging Markets Equity |
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| Fund: | RGP Global Equity Concentrated Fund |
| Category Placement: | Global Equity |
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| Fund: | RGP Global Infrastructure Fund |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | Sun Life MyRetirement Income Segregated Fund G |
| Category Placement: | Global Neutral Balanced |
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| Fund: | TD Target 2028 Investment Grade Bond ETF (TBCH) |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | TD Target 2029 Investment Grade Bond ETF (TBCI) |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | TD Target 2030 Investment Grade Bond ETF (TBCJ) |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | TD U.S. Cash Management ETF (TUSD.U) |
| Category Placement: | Global Fixed Income |
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| Fund: | The Select Partners Global Income Fund |
| Category Placement: | Global Fixed Income |
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Sep
Results of New Fund Reviews – September 25, 2024
| Fund: | Canoe Fundamental Global Equity Portfolio Class |
| Category Placement: | Global Equity |
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| Fund: | CI Global Quality Dividend Growth Index ETF |
| Category Placement: | Global Dividend & Income Equity |
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| Fund: | CI Global Quality Dividend Growth Index Fund Series A |
| Category Placement: | Global Dividend & Income Equity |
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| Fund: | Evolve Canadian Utilities Enhanced Yield Index Fd |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Evolve Cryptocurrencies ETF |
| Category Placement: | Alternative Other |
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| Fund: | FGP Long Term Bond Fund Class F |
| Category Placement: | Global Fixed Income |
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| Fund: | First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Forstrong Global Balanced ETF |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Hamilton U.S. T-Bill YIELD MAXIMIZER™ ETF |
| Category Placement: | Global Fixed Income |
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| Fund: | Harvest Amazon Enhanced High Income Shares ETF Class A (AMHE) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Harvest Amazon High Income Shares ETF Class A (AMZH) |
| Category Placement: | Sector Equity |
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| Fund: | Harvest Eli Lilly Enhanced High Income Shares ETF Class A (LLHE) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Harvest Eli Lilly High Income Shares ETF Class A (LLYH) |
| Category Placement: | Sector Equity |
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| Fund: | Harvest Microsoft Enhanced High Income Shares ETF Class A (MSHE) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Harvest Microsoft High Income Shares ETF Class A (MSFH) |
| Category Placement: | Sector Equity |
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| Fund: | Harvest NVIDIA Enhanced High Income Shares ETF Class A (NVHE) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Harvest NVIDIA High Income Shares ETF Class A (NVDH) |
| Category Placement: | Sector Equity |
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| Fund: | iA Glob Sustainable Growth (Schroders) |
| Category Placement: | Global Equity |
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| Fund: | IA Global Sustainable Equity (Mirova) |
| Category Placement: | Global Equity |
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| Fund: | iShares Flexible Monthly Income ETF (CAD-Hedged) (XFLX) |
| Category Placement: | Alternative Credit Focused |
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| Fund: | iShares Flexible Monthly Income ETF C$ (XFLI) |
| Category Placement: | Alternative Credit Focused |
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| Fund: | iShares Flexible Monthly Income ETF U$ (xfli.u) |
| Category Placement: | Alternative Credit Focused |
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| Fund: | Mackenzie Bluewater Next Gen Growth ETF (MNXT) |
| Category Placement: | Global Equity |
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| Fund: | Mackenzie Core Resources ETF (MORE) |
| Category Placement: | Natural Resources Equity |
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| Fund: | Mackenzie Global Equity ETF (MGQE) |
| Category Placement: | Global Equity |
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| Fund: | Mackenzie International Equity ETF (MIQE) |
| Category Placement: | International Equity |
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| Fund: | Manulife International Large Cap Segregated Fund |
| Category Placement: | Global Dividend & Income Equity |
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| Fund: | Manulife Smart Global Dividend ETF Portfolio Segregated Fund |
| Category Placement: | International Equity |
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| Fund: | Onex Dividend Distribution Fund |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Onex High Yield Bond Fund (Canada) |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Onex International Fund |
| Category Placement: | International Equity |
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| Fund: | Onex Premium Income Trust |
| Category Placement: | Canadian Equity |
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| Fund: | Onex U.S. Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | TD Canadian Long Term Federal Bond Fund – D Series |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | TD Global Disciplined Equity Alpha Fund – Investor Series |
| Category Placement: | Global Equity |
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| Fund: | TD Global Technology Leaders Index Fund – Advisor Series ISC |
| Category Placement: | Sector Equity |
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| Fund: | TD Preferred Share Fund – Advisor Series ISC |
| Category Placement: | Preferred Share Fixed Income |
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| Fund: | TD Target 2025 Investment Grade Bond Fund – Advisor Series ISC |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | TD Target 2025 U.S. Investment Grade Bond Fund – Advisor Series ISC |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | TD Target 2026 Investment Grade Bond Fund – Advisor Series ISC |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | TD Target 2026 U.S. Investment Grade Bond Fund – Advisor Series ISC |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | TD Target 2027 Investment Grade Bond Fund – Advisor Series ISC |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | TD Target 2027 U.S. Investment Grade Bond Fund – Advisor Series ISC |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | TD U.S. Long Term Treasury Bond Fund – D Series |
| Category Placement: | Global Fixed Income |
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| Fund: | Vanguard Canadian Ultra-Short Government Bond Index ETF (VVSG) |
| Category Placement: | Canadian Money Market |
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Aug
Results of New Fund Reviews – August 27, 2024
| Fund: | BMO Strategic Fixed Income Yield Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Brompton International Cash Flow Kings ETF (KNGX) |
| Category Placement: | International Equity |
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| Fund: | Canada Life Global Inflation-Linked Fixed Income Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Capstone Mortgage Pool |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | CI Multi-Sector Covered Call Fund |
| Category Placement: | North American Equity |
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| Fund: | CI U.S. Aggregate Bond Covered Call Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | CI U.S. Aggregate Bond Covered Call Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | CL Global Small Cap (Global Alpha) |
| Category Placement: | Global Small/Mid-Cap Equity |
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| Fund: | Fidelity Developed International Bond Multi-Asset Base Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Fidelity Emerging Markets Equity Multi-Asset Base Fund |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Fidelity Emerging Markets Local Currency Debt Multi-Asset Base Fund |
| Category Placement: | Emerging Markets Fixed Income |
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| Fund: | Fidelity Floating Rate High Income Multi-Asset Base Fund |
| Category Placement: | Floating Rate Loans |
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| Fund: | Fidelity Global Innovators Investment Trust |
| Category Placement: | Global Equity |
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| Fund: | Fidelity Global Natural Resources Sr O |
| Category Placement: | Natural Resources Equity |
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| Fund: | Fidelity High Income Commercial Real Estate Multi-Asset Base Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Fidelity Multi-Sector Bond O |
| Category Placement: | Multi-Sector Fixed Income |
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| Fund: | Franklin S&P 500 Dividend Aristocrats Covered Call Index ETF (FDVU) |
| Category Placement: | U.S. Dividend & Income Equity |
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| Fund: | Franklin S&P/TSX Canadian Dividend Aristocrats Covered Call Index ETF (FDVC) |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Hamilton U.S. T-Bill YIELD MAXIMIZER ETF C$ (HBIL) |
| Category Placement: | Global Fixed Income |
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| Fund: | Invesco Canadian Core Plus Bond ETF (ICCB) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Invesco Global Bond ETF (ICGB) |
| Category Placement: | Global Fixed Income |
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| Fund: | Invesco NASDAQ 100 Income Advantage ETF (QQCI) |
| Category Placement: | U.S. Equity |
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| Fund: | Invesco S&P 500 Equal Weight Income Advantage ETF (EQLI) |
| Category Placement: | U.S. Equity |
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| Fund: | Jaxton Park North American Equity Pool |
| Category Placement: | North American Equity |
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| Fund: | JOV Leon Frazer Preferred Equity Fund |
| Category Placement: | Preferred Share Fixed Income |
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| Fund: | Manulife International Large Cap Fund |
| Category Placement: | International Equity |
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| Fund: | Viking Global Value Fund |
| Category Placement: | Global Equity |
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Jul
Results of New Fund Reviews – July 24, 2024
| Fund: | Alterna Private Income Portfolio |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Arrow Global Multi-Asset Alternative Class |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Arrow Long/Short Alternative Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Arrow Opportunities Alternative Class |
| Category Placement: | Alternative Equity Focused |
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| Fund: | BGA Short Term Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | CI Global Short-Term Bond Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | CI US Quality Div Gro ETF U$(DGR.U) |
| Category Placement: | U.S. Dividend & Income Equity |
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| Fund: | CIBC 2027 U.S. Investment Grade Bond Fund |
| Category Placement: | Global Fixed Income |
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|
| Fund: | CIBC KKR Global Private Equity Strategy |
| Category Placement: | Alternative Private Equity |
|
|
|
| Fund: | Dynamic Active Global Gold ETF (DXAU) |
| Category Placement: | Precious Metals Equity |
|
|
|
| Fund: | Dynamic Active Mining Opportunities ETF (DXMO) |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | Dynamic Active Real Estate ETF (DXRE) |
| Category Placement: | Real Estate Equity |
|
|
|
| Fund: | Dynamic Dividend Income Class |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Dynamic Global Growth Opportunities Fund |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Exemplar Global Growth and Income Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | GFI Good Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Hoovest Core |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Hoovest Intelli Atrium Senior Housing Income Fund |
| Category Placement: | Miscellaneus -Income & Real property |
|
|
|
| Fund: | Hoovest Private Securities |
| Category Placement: | Alternative Other |
|
|
|
| Fund: | Hoovest Prudential Arbitrage |
| Category Placement: | Alternative Multi-Strategy |
|
|
|
| Fund: | Hoovest Smart Indexing |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | INP Technology |
| Category Placement: | Alternative Private Equity |
|
|
|
| Fund: | iShares S&P 500 3% Capped Idx ETF (CAD-Hdg) (XSPC) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | iShares S&P 500 3% Capped Idx ETF (XUSC) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Leith Wheeler Carbon Constrained Canadian Equity Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | MD Precision Balanced Growth Index Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | MD Precision Conservative Index Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | MD Precision Maximum Growth Index Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | MD Precision Moderate Balanced Index Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | NBI Target 2025 Investment Grade Bond Fund |
| Category Placement: | Global Corporate Fixed Income |
|
|
|
| Fund: | NBI Target 2026 Investment Grade Bond Fund |
| Category Placement: | Global Corporate Fixed Income |
|
|
|
| Fund: | NBI Target 2027 Investment Grade Bond Fund |
| Category Placement: | Global Corporate Fixed Income |
|
|
|
| Fund: | NBI Target 2028 Investment Grade Bond Fund |
| Category Placement: | Global Corporate Fixed Income |
|
|
|
| Fund: | NBI Target 2029 Investment Grade Bond Fund |
| Category Placement: | Global Corporate Fixed Income |
|
|
|
| Fund: | Phillips, Hager & North LifeTime 2065 Fund |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | Purpose Ether Staking Corp ETF (ETHC.B) |
| Category Placement: | Alternative Other |
|
|
|
| Fund: | Quadravest Preferred Split Share ETF (PREF) |
| Category Placement: | Alternative Credit Focused |
|
|
|
| Fund: | RBC Emerging Markets ex-China Equity Fund |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | SEI Liquid Alternative Fund |
| Category Placement: | Alternative Multi-Strategy |
|
|
|
| Fund: | SEI U.S. All Cap Equity Index Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | VCIM Global Impact Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | VCIM Global Low Volatility Fund |
| Category Placement: | Global Equity |
|
|
|
Jun
Results of New Fund Reviews – June 27, 2024
| Fund: | Accelerate Diversified Credit Income Fund (INCM) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | AlphaFixe ESG Fund – Floating Rate Bank Loans |
| Category Placement: | Floating Rate Loans |
|
|
|
| Fund: | AlphaFixe ESG Fund – Green Bonds |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | AlphaFixe ESG Fund – ReturnPlus |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Antrim Balanced Mortgage Fund |
| Category Placement: | Alternative Private Debt |
|
|
|
| Fund: | BMO Inflation Opportunities Fund |
| Category Placement: | Alternative Multi-Strategy |
|
|
|
| Fund: | BMO Strategic Fixed Income Yield Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Brompton Canadian Cash Flow Kings ETF (KNGC) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Brompton U.S. Cash Flow Kings ETF (KNGU) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | CIBC 2025 U.S. Investment Grade Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | CIBC 2026 U.S. Investment Grade Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | CIBC 2027 Investment Grade Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | CIBC 2028 Investment Grade Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | CIBC 2029 Investment Grade Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | CIBC 2030 Investment Grade Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Desjardins fin’l Fid CP Idx Pl Inst 2020 |
| Category Placement: | Short Term Target Date Portfolio |
|
|
|
| Fund: | Desjardins fin’l Fid CP Idx Pl Inst 2025 |
| Category Placement: | 2025 Target Date Portfolio |
|
|
|
| Fund: | Desjardins fin’l Fid CP Idx Pl Inst 2030 |
| Category Placement: | 2030 Target Date Portfolio |
|
|
|
| Fund: | Desjardins fin’l Fid CP Idx Pl Inst 2035 |
| Category Placement: | 2035 Target Date Portfolio |
|
|
|
| Fund: | Desjardins fin’l Fid CP Idx Pl Inst 2040 |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | Desjardins fin’l Fid CP Idx Pl Inst 2045 |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | Desjardins fin’l Fid CP Idx Pl Inst 2050 |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | Desjardins fin’l Fid CP Idx Pl Inst 2055 |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | Desjardins fin’l Fid CP Idx Pl Inst 2060 |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | Desjardins fin’l Fid CP Idx Pl Inst Inc |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | Empire Fidelity Glb Bal Port GIF 75/75 K |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Empire Fidelity Glb Innovtr® GIF 75/100V |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Empire Life Global Equity Index GIF |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Empire Life International Equity Index GIF |
| Category Placement: | International Equity |
|
|
|
| Fund: | Empire Life NASDAQ 100 Index GIF |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Empire Life U.S. Large Cap Equity Index GIF |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Evolve NASDAQ Technology Index Fund Hedged |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | Fidelity ClearPath Idx Plus 2020 2.70FID |
| Category Placement: | Short-term Target Date Portfolio |
|
|
|
| Fund: | Fidelity ClearPath Idx Plus 2025 2.71FID |
| Category Placement: | 2025 Target Date Portfolio |
|
|
|
| Fund: | Fidelity ClearPath Idx Plus 2030 2.72FID |
| Category Placement: | 2030 Target Date Portfolio |
|
|
|
| Fund: | Fidelity ClearPath Idx Plus 2035 2.73FID |
| Category Placement: | 2035 Target Date Portfolio |
|
|
|
| Fund: | Fidelity ClearPath Idx Plus 2040 2.74FID |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | Fidelity ClearPath Idx Plus 2045 2.75FID |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | Fidelity ClearPath Idx Plus 2050 2.76FID |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | Fidelity ClearPath Idx Plus 2055 2.77FID |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | Fidelity ClearPath Idx Plus 2060 2.78FID |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | Fidelity ClearPath Idx Plus 2065 2.79FID |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | Fidelity ClearPath Idx Plus Inc 2.80FID |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Fidelity Intl Dev Mkts Bond Index Ins Tr IP |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Franklin All-Equity ETF Portfolio |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Global X Canadian Select Universe Bond Corporate Class ETF (HBB) |
| Category Placement: | Canadian Corporate Fixed Income |
|
|
|
| Fund: | Global X India Nifty 50 Index ETF (NFTY) |
| Category Placement: | Geographic Equity |
|
|
|
| Fund: | IA Clarington Global Balanced Plus Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | IA Clarington Global Balanced Plus Portfolio |
| Category Placement: | Global Corporate Fixed Income |
|
|
|
| Fund: | IA Clarington Global Equity Plus Portfolio |
| Category Placement: | Global Equity |
|
|
|
| Fund: | IA Clarington Loomis International Growth Fund |
| Category Placement: | International Equity |
|
|
|
| Fund: | IPC Multi Strategy Alternatives Pool |
| Category Placement: | Alternative Multi-Strategy |
|
|
|
| Fund: | Limpid Global Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Mackenzie Canada Low Volatility ETF (MCLV) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Mackenzie Global Dividend ETF (MGDV) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Mackenzie US Low Volatility ETF (MUL) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Manulife Canadian Balanced (Mawer) |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Manulife Canadian Equity (Mawer) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Manulife Epoch Global Shareholder Yield |
| Category Placement: | Global Dividend & Income Equity |
|
|
|
| Fund: | Manulife Epoch U.S. Shareholder Yield |
| Category Placement: | U.S. Dividend & Income Equity |
|
|
|
| Fund: | Manulife MB Cdn Small Cap Equity |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | Manulife MFS U.S. Equity Core I |
| Category Placement: | US Equity |
|
|
|
| Fund: | Manulife MIM International Equity Index |
| Category Placement: | Internatinal Equity |
|
|
|
| Fund: | Manulife MIM Real Asset |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | Manulife Money Fund (MIM) |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | Manulife TD Low Volatility Cdn Equity |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Metis Real Asset Index Fund |
| Category Placement: | Miscellaneous – Other |
|
|
|
| Fund: | NBI Canadian Fixed Income Private Portfolio |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | NBI Sustainable Balanced Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | NBI Sustainable Conservative Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | NBI Sustainable Equity Portfolio |
| Category Placement: | Global Equity |
|
|
|
| Fund: | NBI Sustainable Growth Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | NBI Sustainable Moderate Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | NBI Sustainable Secure Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | NEI Global Corporate Leaders Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Sun GIF Solutions Daily Interest Estate Heritage |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | Sun GIF Solutions Dollar Cost Average Daily Interest Estate Heritage |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | Sun GIF Solutions Estate Settlement Estate Heritage |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | Sun GIF Solutions MFS Diversified Conservative Balanced Estate Heritage |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | Sun GIF Solutions PH&N Short Term Bond and Mortgage Estate Heritage |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Sun GIF Solutions Sun Life Core Advantage Credit Private Pool Estate Heritage |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Sun GIF Solutions Sun Life Granite Conservative Estate Heritage |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Sun GIF Solutions Sun Life MFS Canadian Bond Estate Heritage |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Sun GIF Solutions Sun Life Multi-Strategy Bond Estate Heritage |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Sun GIF Solutions TD Canadian Bond Estate Heritage |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | YTM Capital Fixed Income Alternative Fund |
| Category Placement: | Alternative Credit Focused |
|
|
|
May
Results of New Fund Reviews – May 22, 2024
| Fund: | Brandes Global Small-Mid Cap Eq Unit Tr |
| Category Placement: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | Capital Group Canadian Money Market Fund (Canada) |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | CI Global Artificial Intelligence ETF (CIAI) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Fidelity Blue Chip Growth Multi-Asset Base Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Fidelity Canadian Bond Multi-Asset Base Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Fidelity Global Equity+ Balanced Fund |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Fidelity Global Equity+ Fund (FGEP) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Fidelity Global Micro-Cap Fund |
| Category Placement: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | Fidelity Global Value Long/Short Multi-Asset Base Fund |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Fidelity International Value Multi-Asset Base Fund |
| Category Placement: | International Equity |
|
|
|
| Fund: | Fidelity Long/Short Alternative Multi-Asset Base Fund |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Fidelity Market Neutral Alternative Multi-Asset Base Fund |
| Category Placement: | Alternative Market Neutral |
|
|
|
| Fund: | Foundation Wealth Diversifier Pool E |
| Category Placement: | Miscellaneous – Other |
|
|
|
| Fund: | Foundation Wealth Equity Pool E |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Foundation Wealth Income Pool E |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Global X All-Equity Asset Allocation Covered Call ETF (EQCC) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Global X Artificial Intelligence & Technology Index ETF (AIGO) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Global X Enhanced MSCI EAFE Covered Call ETF (EACL) |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Global X Enhanced MSCI EAFE Index ETF (EAFL) |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Global X Enhanced MSCI Emerging Markets Covered Call ETF (EMCL) |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Global X Enhanced MSCI Emerging Markets Index ETF (EMML) |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Global X Enhanced Nasdaq-100 Index ETF (QQQL) |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Global X Enhanced S&P 500 Index ETF (USSL) |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Global X Innovative Bluechip Top 10 Index ETF (TTTX) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Global X MSCI EAFE Covered Call ETF (EACC) |
| Category Placement: | International Equity |
|
|
|
| Fund: | Global X MSCI EAFE Index ETF (EAFX) |
| Category Placement: | International Equity |
|
|
|
| Fund: | Global X MSCI EAFE Index ETF (EAFX.U) |
| Category Placement: | International Equity |
|
|
|
| Fund: | Global X MSCI Emerging Markets Covered Call ETF (EMCC) |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Global X MSCI Emerging Markets Index ETF (EMMX) |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Global X Nasdaq-100 Index ETF (QQQX) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Global X Nasdaq-100 Index ETF (QQQX.U) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Global X S&P 500 Index ETF (USSX) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Global X S&P 500 Index ETF (USSX.U) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Global X S&P/TSX 60 Index ETF (CNDX) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Global X Short Term Government Bond Premium Yield ETF (PAYS) |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Hamilton REITs Yield Maximizer ETF (RMAX) |
| Category Placement: | Real Estate Equity |
|
|
|
| Fund: | High Interest Savings 2.56CPS |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | Invesco S&P SmallCap 600 GARP ETF (GRPZ) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Manulife International Large Cap GIF |
| Category Placement: | International Equity |
|
|
|
| Fund: | Manulife Smart Enhanced Yield ETF (CYLD) |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | Manulife Smart Global Dividend ETF GIF |
| Category Placement: | Global Dividend & Income Equity |
|
|
|
| Fund: | Manulife Smart U.S. Enhanced Yield ETF (UYLD) |
| Category Placement: | U.S. Dividend & Income Equity |
|
|
|
| Fund: | RGP Global Sector Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Ridgewood Canadian Invm Grd Bd A Units |
| Category Placement: | Alternative Credit Focused |
|
|
|
| Fund: | Trez Capital Private Real Estate Trust I |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
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 |
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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 |
|
|
|
| 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 |
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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 |
|
|
|
| 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 |
|
|
|
