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:
2025
Aug
Results of New Fund Reviews – August 27, 2025
| Fund: | Canoe Energy Plus Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Canoe Equity Plus Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | First Trust Long/Short Equity ETF (FTLS) |
| Category Placement: | U.S. Equity |
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| Fund: | Ninepoint Gold and Precious Minerals Fund ETF Series Units (GLDE) |
| Category Placement: | Precious Metals Equity |
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| Fund: | Ninepoint Gold Bullion Fund ETF Series Units (GBUL) |
| Category Placement: | Commodity |
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| Fund: | Ninepoint Silver Bullion Fund ETF Series Units (SBUL) |
| Category Placement: | Commodity |
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| Fund: | JPMorgan Global Select Equity Active ETF (JGLO) |
| Category Placement: | Global Equity |
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| Fund: | BetaPro -3x S&P/TSX 60 Daily Leveraged Bear Alternative ETF (SCND) |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | BetaPro -3x Semiconductor Daily Leveraged Bear Alternative ETF (SOXS) |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | BetaPro -3x US Treasury 20+ Year Daily Leveraged Bear Alternative ETF (STLT) |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | BetaPro 3x S&P/TSX 60 Daily Leveraged Bull Alternative ETF (TCND) |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | BetaPro 3x Semiconductor Daily Leveraged Bull Alternative ETF (SOXL) |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | BetaPro 3x US Treasury 20+ Year Daily Leveraged Bull Alternative ETF (TTLT) |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | BMO Carlyle Private Equity Strategies Fund |
| Category Placement: | Alternative Private Equity |
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| Fund: | BMO Partners Group Private Markets Fund |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | CI Canadian Income & Growth Private Pool |
| Category Placement: | Global Neutral Balanced |
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| Fund: | CI Global Dividend Private Pool |
| Category Placement: | Global Dividend & Income Equity |
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| Fund: | CI Select Canadian Equity Private Pool |
| Category Placement: | Canadian Focused Equity |
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| Fund: | CI U.S. Monthly Income Private Pool |
| Category Placement: | Global Equity Balanced |
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| Fund: | CI U.S. Small/Mid Cap Equity Private Pool |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | CI U.S. Stock Selection Private Pool |
| Category Placement: | U.S. Equity |
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| Fund: | Desjardins Target 2028 Investment Grade Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Desjardins Target 2029 Investment Grade Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Desjardins Target 2030 Investment Grade Bond Fund |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | EGC Alternative Private Portfolio |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Fidelity Equity Premium Yield ETF Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Franklin FTSE India Index ETF (FID) |
| Category Placement: | Geographic Equity |
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| Fund: | Franklin U.S. Quality Moat Dividend Index ETF (FDIV) |
| Category Placement: | U.S. Dividend & Income Equity |
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Jul
Results of New Fund Reviews – July 23, 2025
| Fund: | BMO BBB CLO ETF C$ (ZBBZ) |
| Category Placement: | Global Fixed Income |
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| Fund: | Clear Skies Biodiversity Fund |
| Category Placement: | Global Equity |
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| Fund: | Cormark-Corton Quantitative Opportunities Fund Class A |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Dynamic Active U.S. Discount Bond ETF (DXDU.U) |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | Evergreen GAP Debt LP Class AA |
| Category Placement: | Alternative Private Debt |
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| Fund: | Harvest Apple Enhanced High Income Shares ETF Class A (APLE) |
| Category Placement: | Alternative Other |
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| Fund: | NBI Global Equity Markets Private Portfolio |
| Category Placement: | Global Equity |
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| Fund: | Ninepoint Global Select Fund |
| Category Placement: | Global Equity |
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| Fund: | JPMorgan US Core Active ETF |
| Category Placement: | U.S. Equity |
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| Fund: | MFS Blended Research Global Equity |
| Category Placement: | Global Equity |
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| Fund: | MFS Conservative Allocation Fund |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | MFS Emerging Markets Debt |
| Category Placement: | Emerging Markets Fixed Income |
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| Fund: | MFS Global Small-Mid Cap Equity Fund |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | MFS Growth Allocation Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | MFS U.S. High Yield Fixed Income Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Fidelity Alt Credit Assets Cur Ntrl Ins |
| Category Placement: | Alternative Other |
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| Fund: | Fidelity Enhanced Global Equity Ins |
| Category Placement: | Global Equity |
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| Fund: | First Source Mortgage Trust |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | First Source Mortgage LP |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | SavvyLong (2X) AAPL ETF |
| Category Placement: | Alternative Other |
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| Fund: | SavvyLong (2X) AMZN ETF |
| Category Placement: | Alternative Other |
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| Fund: | SavvyLong (2X) GOOGL ETF |
| Category Placement: | Alternative Other |
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| Fund: | SavvyLong (2X) MSFT ETF |
| Category Placement: | Alternative Other |
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| Fund: | SavvyLong (2X) NVDA ETF |
| Category Placement: | Alternative Other |
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| Fund: | SavvyLong (2X) TSLA ETF |
| Category Placement: | Alternative Other |
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| Fund: | BMO Human Capital Factor US Equity ETF |
| Category Placement: | U.S. Equity |
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Jun
Results of New Fund Reviews – June 25, 2025
| Fund: | 3iQ XRP ETF C$ (XRPQ) |
| Category Placement: | Alternative Other |
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| Fund: | Arrow Income Alternative Fund |
| Category Placement: | Alternative Credit Focused |
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| Fund: | BMO Covered Call Spread Gold Bullion ETF Fund |
| Category Placement: | Commodity |
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| Fund: | BMO Covered Call Technology ETF Fund |
| Category Placement: | Sector Equity |
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| Fund: | BMO Gold Bullion ETF Fund |
| Category Placement: | Commodity |
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| Fund: | BMO Long Short U.S. Equity ETF Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | BMO Target Education 2045 Portfolio |
| Category Placement: | 2045 Target Date Portfolio |
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| Fund: | CIBC Graduation Portfolio |
| Category Placement: | Canadian Fixed Income |
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| Fund: | CIBC Target 2030 Education Portfolio |
| Category Placement: | 2030 Target Date Portfolio |
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| Fund: | CIBC Target 2035 Education Portfolio |
| Category Placement: | 2035 Target Date Portfolio |
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| Fund: | CIBC Target 2040 Education Portfolio |
| Category Placement: | 2040 Target Date Portfolio |
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| Fund: | CIBC Target 2045 Education Portfolio |
| Category Placement: | 2045 Target Date Portfolio |
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| Fund: | Desjardins American Mid Cap Equity Index ETF (DMID) |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Desjardins Quebec Equity ETF (DMQC) |
| Category Placement: | Canadian Equity |
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| Fund: | Evolve Ripple ETF CAD Unhedged (XRP) |
| Category Placement: | Alternative Other |
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| Fund: | Fidelity All-American Equity ETF Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Fidelity All-in-One Conservative Income ETF Fund |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Fidelity All-in-One Conservative Income ETF Series L (FCIP) |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Fidelity All-in-One Fixed Income ETF Fund |
| Category Placement: | Canadian Core Plus Fixed Income |
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| Fund: | Fidelity All-in-One Fixed Income ETF Series L (FFIX) |
| Category Placement: | Canadian Core Plus Fixed Income |
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| Fund: | Fidelity All-International Equity ETF Fund |
| Category Placement: | International Equity |
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| Fund: | Fidelity International Value ETF Fund |
| Category Placement: | International Equity |
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| Fund: | Fidelity U.S. Value ETF Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Franklin Canadian Core Equity Fund ETF Series (FCRC) |
| Category Placement: | Canadian Equity |
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| Fund: | Franklin International Core Equity Fund ETF Series (FCRI) |
| Category Placement: | International Equity |
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| Fund: | Franklin Putnam U.S. Large Cap Value Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Franklin U.S. Core Equity Fund ETF Series (FCRU) |
| Category Placement: | U.S. Equity |
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| Fund: | Hamilton Enhanced Canadian Equity DayMAXTM ETF (CDAY) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Hamilton Enhanced Technology DayMAXTM ETF (QDAY) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Hamilton Enhanced U.S. Equity DayMAXTM ETF (SDAY) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | IA Clarington Elite Core Canadian Fixed Income Pool |
| Category Placement: | Canadian Core Plus Fixed Income |
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| Fund: | IA Clarington Elite Core Global Equity Pool |
| Category Placement: | Global Equity |
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| Fund: | IA Clarington Elite Core Plus Global Equity Pool |
| Category Placement: | Global Equity |
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| Fund: | IA Clarington Elite Global Equity Income Pool |
| Category Placement: | Global Dividend & Income Equity |
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| Fund: | IA Clarington Elite Index Plus Global Equity Pool |
| Category Placement: | Global Equity |
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| Fund: | IA Clarington Elite Canadian Equity Income Pool |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | IA Clarington Elite Core Canadian Equity Pool |
| Category Placement: | Canadian Equity |
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| Fund: | IA Clarington Elite Core Plus Canadian Equity Pool |
| Category Placement: | Canadian Equity |
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| Fund: | IA Clarington Elite Core Plus Global Fixed Income Pool |
| Category Placement: | Multi-Sector Fixed Income |
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| Fund: | IA Clarington Elite Index Plus Canadian Equity Pool |
| Category Placement: | Canadian Equity |
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| Fund: | IA Clarington Elite Index Plus Canadian Fixed Income Pool |
| Category Placement: | Canadian Fixed Income |
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| Fund: | iShares Core Canadian Short-Mid Term Universe Bond Index ETF (XSMB) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | iShares Core S&P Total U.S. Stock Market Index ETF (CAD-Hedged) (XTOH) |
| Category Placement: | U.S. Equity |
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| Fund: | Ninepoint Crypto and AI Leaders ETF |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Oak Hill AQR Delphi Long-Short Equity Fund |
| Category Placement: | Alternative Market Neutral |
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| Fund: | Outcome Tactical Bond Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Purpose Mezzanine Private Debt LP |
| Category Placement: | Alternative Private Debt |
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| Fund: | Purpose XRP ETF- CAD Currency Hedged (XRPP) |
| Category Placement: | Alternative Other |
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| Fund: | WPI Global Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | XIB Tribute Fund |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | GuardBonds 2028 Investment Grade Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | GuardBonds™ 2029 Investment Grade Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | AGF NHC Tactical Alpha Fund |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | AGF SAF Private Credit Trust Series A1 |
| Category Placement: | Alternative Private Debt |
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| Fund: | BMO AAA CLO Exchange Traded Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | CL T. Rowe Price Retirement Date 2025 |
| Category Placement: | 2025 Target Date Portfolio |
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| Fund: | CL T. Rowe Price Retirement Date 2030 |
| Category Placement: | 2030 Target Date Portfolio |
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| Fund: | CL T. Rowe Price Retirement Date 2035 |
| Category Placement: | 2035 Target Date Portfolio |
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| Fund: | CL T. Rowe Price Retirement Date 2040 |
| Category Placement: | 2040 Target Date Portfolio |
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| Fund: | CL T. Rowe Price Retirement Date 2045 |
| Category Placement: | 2045 Target Date Portfolio |
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| Fund: | CL T. Rowe Price Retirement Date 2050 |
| Category Placement: | 2045+ Target Date Portfolio |
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| Fund: | CL T. Rowe Price Retirement Date 2055 |
| Category Placement: | 2045+ Target Date Portfolio |
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| Fund: | CL T. Rowe Price Retirement Date 2060 |
| Category Placement: | 2045+ Target Date Portfolio |
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| Fund: | CL T. Rowe Price Retirement Date 2065 |
| Category Placement: | 2045+ Target Date Portfolio |
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| Fund: | DGIA Hexavest International Equities Fund |
| Category Placement: | International Equity |
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| Fund: | Dynamic Global Small Cap A |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Hazelview Alternative Real Estate Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | MegaLong (3X) NASDAQ-100® Daily Leveraged Alternative Exchange Traded Fund |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | MegaLong (3X) S&P 500® Daily Leveraged Alternative Exchange Traded Fund |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | MegaLong (3X) US Semiconductors Daily Leveraged Alternative Exchange Traded Fund |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | MegaShort (-3X) NASDAQ-100® Daily Leveraged Alternative Exchange Traded Fund |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | MegaShort (-3X) S&P 500® Daily Leveraged Alternative Exchange Traded Fund |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | MegaShort (-3X) US Semiconductors Daily Leveraged Alternative Exchange Traded Fund |
| Category Placement: | Passive Inverse/Leveraged |
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May
Results of New Fund Reviews – May 28, 2025
| Fund: | 1832 AM Quantitative Global Mega Cap Equity Pool |
| Category Placement: | Global Equity |
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| Fund: | 1832 AM U.S. Core Equity Pool |
| Category Placement: | U.S. Equity |
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| Fund: | AGF Credit Opportunities Fund |
| Category Placement: | Alternative Credit Focused |
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| Fund: | ATB Emerging Markets Equity Fund |
| Category Placement: | Emerging Markets Equity |
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| Fund: | ATB Global Equity Pool |
| Category Placement: | Global Equity |
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| Fund: | ATB International Disciplined Equity Fund |
| Category Placement: | International Equity |
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| Fund: | ATB International Equity Income Fund |
| Category Placement: | International Equity |
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| Fund: | ATB Monthly Income Portfolio |
| Category Placement: | Tactical Balanced |
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| Fund: | ATB US Large Cap Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Brompton Wellington Square AAA CLO ETF C$ (BAAA) |
| Category Placement: | Global Fixed Income |
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| Fund: | CI Global Artificial Intelligence Fund |
| Category Placement: | Global Equity |
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| Fund: | CI Global Minimum Downside Volatility Index Fund |
| Category Placement: | Global Equity |
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| Fund: | CI Gold Bullion US$ Fund |
| Category Placement: | Commodity |
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| Fund: | CI U.S. Enhanced Value Index Fund |
| Category Placement: | U.S. Equity |
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| Fund: | CIBC Canadian Government Long-Term Bond ETF (CALB) |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | CIBC Income Advantage Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | CIBC Premium Cash Management ETF (CCAD) |
| Category Placement: | Canadian Money Market |
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| Fund: | CIBC U.S. Dollar Income Advantage Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | CIBC USD Premium Cash Management ETF (CUSD.U) |
| Category Placement: | U.S. Money Market |
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| Fund: | Counsel Visio Growth Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | Empire Life Fidelity Global Growth Portfolio GIF |
| Category Placement: | Global Equity Balanced |
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| Fund: | Empire Life Fidelity Global Income Portfolio GIF |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Empire Life Fidelity Insights GIF |
| Category Placement: | U.S. Equity |
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| Fund: | Empire Life Fidelity Multi-Asset Innovation GIF |
| Category Placement: | Global Equity Balanced |
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| Fund: | FÉRIQUE 100% Equity Portfolio |
| Category Placement: | Global Equity |
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| Fund: | Global X BetaPro Nasdaq-100 -3x Daily Bear ETF (SQQQ) |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | Global X BetaPro Nasdaq-100 3x Daily Bull ETF (TQQQ) |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | Global X BetaPro Russell 2000 -3x Daily Bear ETF () |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | Global X BetaPro Russell 2000 3x Daily Bull ETF (TRSL) |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | Global X BetaPro S&P 500 -3x Daily Bear ETF (SSPX) |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | Global X BetaPro S&P 500 3x Daily Bull ETF (TSPX) |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | Harvest Bitcoin Enhanced Income ETF Class A (HBIX) |
| Category Placement: | Alternative Other |
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| Fund: | Harvest Bitcoin Leaders Enhanced Income ETF Class A (HBTE) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | iA Global Equity (iA) |
| Category Placement: | Global Equity |
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| Fund: | Mackenzie AAA CLO ETF (MAAA) |
| Category Placement: | Global Fixed Income |
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| Fund: | Mackenzie GQE Canadian Balanced Fund |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Mackenzie GQE Canadian Equity Fund |
| Category Placement: | Canadian Focused Equity |
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| Fund: | Mackenzie GQE Global Balanced Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Mackenzie GQE US Alpha Extension Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Mackenzie International All Cap Equity Fund |
| Category Placement: | International Equity |
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| Fund: | Mackenzie Target 2027 North American IG Corporate Bond ETF (MTBA) |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | Mackenzie Target 2027 North American IG Corporate Bond Fund |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | Mackenzie Target 2029 North American IG Corporate Bond ETF (MTBB) |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | Mackenzie Target 2029 North American IG Corporate Bond Fund |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | Mackenzie US Value Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Marnoa Quality Compounders Fund |
| Category Placement: | Global Equity |
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| Fund: | Purpose Core Bitcoin ETF (BTCO) |
| Category Placement: | Alternative Other |
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| Fund: | Purpose Core Ether ETF (ETHO) |
| Category Placement: | Alternative Other |
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| Fund: | Raintree Alternative Strategies Fund |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Raintree Enhanced Yield Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | RBC AAA CLO (CAD Hedged) ETF (RCLO) |
| Category Placement: | Global Fixed Income |
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| Fund: | Scotia India Equity Fund |
| Category Placement: | Geographic Equity |
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| Fund: | Scotia Wealth Focus International Value Pool |
| Category Placement: | International Equity |
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| Fund: | Scotia Wealth Focus U.S. Growth Pool |
| Category Placement: | U.S. Equity |
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| Fund: | Scotia Wealth Focus U.S. Value Pool |
| Category Placement: | U.S. Equity |
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| Fund: | WBY Private Markets Pool |
| Category Placement: | Alternative Private Equity |
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| Fund: | XIB Arbitrage Fund |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Ariel International DM/EM LLC |
| Category Placement: | International Equity |
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| Fund: | Bain Capital High Income Partnership, L.P. |
| Category Placement: | Alternative Credit Focused |
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| Fund: | Essential Infrastructure QFPF Fund 2.26NL |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | Global Disciplined Equity (iA) SRP Other |
| Category Placement: | Global Equity |
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| Fund: | Global Dividend (iA) SRP Other |
| Category Placement: | Global Dividend & Income Equity |
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| Fund: | LSV International (AC) Value Equity Fund |
| Category Placement: | International Equity |
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| Fund: | Mondrian All Countries World Ex-U.S. Equity Fund, L.P. |
| Category Placement: | International Equity |
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| Fund: | Purpose Solana ETF |
| Category Placement: | Alternative Other |
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| Fund: | U.S. Disciplined Equity (iA) SRP Other |
| Category Placement: | U.S. Equity |
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| Fund: | Desjardins Tactical Asset Allocation I |
| Category Placement: | Tactical Balanced |
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| Fund: | BlackRock CDN MSCI Emerging Markets Index Fund |
| Category Placement: | Emerging Markets Equity |
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| Fund: | BMO Canadian Equity Plus ETF |
| Category Placement: | Canadian Focused Equity |
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| Fund: | BMO Canadian Core Plus US Balanced ETF |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | BMO US Dividend Growth ETF |
| Category Placement: | U.S. Dividend & Income Equity |
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|
| Fund: | BMO US Large Cap Disciplined Value ETF |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | BMO US Equity Focused ETF |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | BMO Covered Call Spread Gold Bullion ETF |
| Category Placement: | Commodity |
|
|
|
| Fund: | Canada Life Visio Growth Portfolio Fund |
| Category Placement: | Global Equity Balanced |
|
|
|
Apr
Results of New Fund Reviews – April 23, 2025
| Fund: | 3iQ Solana Staking ETF U$ (SOLQ.U) |
| Category Placement: | Alternative Other |
|
|
|
| Fund: | Evolve Canadian Energy Enhanced Yield Index Fund Unhedged ETF (OILY) |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Evolve Enhanced Yield Mid Term Bond Fund Hedged ETF (MIDB) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Evolve Solana ETF C$ (SOLA) |
| Category Placement: | Alternative Other |
|
|
|
| Fund: | Global X Bitcoin Covered Call ETF (BCCC) |
| Category Placement: | Alternative Other |
|
|
|
| Fund: | Global X Defense Tech ETF (SHLD) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Global X Enhanced Equal Weight Canadian Telecommunication Covered Call ETF (RNCL) |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Global X Enhanced Bitcoin Covered Call ETF (BCCL) |
| Category Placement: | Alternative Other |
|
|
|
| Fund: | Global X Enhanced Gold Producer Equity Covered Call ETF (GLCL) |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Global X Enhanced Russell 2000 Covered Call ETF (RSCL) |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Global X Equal Weight Canadian Telecommunication Covered Call ETF (RNCC) |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | Global X Equal Weight Canadian REITs Index ETF (REIT) |
| Category Placement: | Real Estate Equity |
|
|
|
| Fund: | Global X Equal Weight Global Healthcare Index ETF (MEDX) |
| Category Placement: | Health care Equity |
|
|
|
| Fund: | Global X Equal Weight U.S. Banks Index ETF (UBNK) |
| Category Placement: | Financial Services Equity |
|
|
|
| Fund: | Global X Equal Weight U.S. Groceries & Staples Index ETF (UMRT) |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | Invesco S&P/ TSX 60 Equal Weight Index ETF (EQLT) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | JPMorgan US Value Active ETF (JAVA) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | RBC Canadian Ultra Short Term Bond ETF (RUST) |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | RBC Target 2031 Canadian Corporate Bond ETF (RQT) |
| Category Placement: | Canadian Corporate Fixed Income |
|
|
|
| Fund: | RBC Target 2031 Canadian Government Bond ETF (RGQT) |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | RBC Target 2031 U.S. Corporate Bond ETF (RUQT) |
| Category Placement: | Global Corporate Fixed Income |
|
|
|
| Fund: | Dynamic Global Small Cap Fund |
| Category Placement: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | JC Clark High Income Opportunities Fund Founders |
| Category Placement: | Alternative Multi-Strategy |
|
|
|
| Fund: | Manulife Global Core Balanced Fund |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Manulife Global Core Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | RBC Global Large-Cap Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | RBC India Equity Fund |
| Category Placement: | Geographic Equity |
|
|
|
| Fund: | RBC Target 2026 Canadian Corporate Bond Index ETF Fund |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | RBC Target 2027 Canadian Corporate Bond Index ETF Fund |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | RBC Target 2028 Canadian Corporate Bond Index ETF Fund |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | RBC Target 2029 Canadian Corporate Bond Index ETF Fund |
| Category Placement: | Canadian Corporate Fixed Income |
|
|
|
| Fund: | RBC Target 2030 Canadian Corporate Bond Index ETF Fund |
| Category Placement: | Canadian Corporate Fixed Income |
|
|
|
| Fund: | Russell Investments Global Equity Balanced |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Russell Investments Global Income Balanced |
| Category Placement: | Global fixed Income Balanced |
|
|
|
| Fund: | DGAM North American equities |
| Category Placement: | North American Equity |
|
|
|
| Fund: | iAS Apollo Aligned Alternatives Access Fund |
| Category Placement: | Alternative Multi-Strategy |
|
|
|
| Fund: | Quadra – Carmignac European Leaders |
| Category Placement: | European Equity |
|
|
|
| Fund: | Quadra – Carmignac Global Credit |
| Category Placement: | Multi-Sector Fixed Income |
|
|
|
| Fund: | BNYM Concentrated International ETF |
| Category Placement: | International Equity |
|
|
|
| Fund: | CAN Global Opportunities Plus 2.99PAM |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Lysander-Pembroke U.S. Small Mid Cap A* |
| Category Placement: | U.S. Small/Mid Cap Equity |
|
|
|
| Fund: | Manulife Balanced Private Segregated Portfolio (MPIP 75/100) |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Manulife Canadian Balanced Private Segregated Pool (MPIP 75/100) |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Manulife Conservative Private Segregated Portfolio (MPIP 75/100) |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Manulife Dividend Income Plus GIF Select (InvestmentPlus 75/100) |
| Category Placement: | Canadian Focused Equity |
|
|
|
| Fund: | Manulife Growth Private Segregated Portfolio (MPIP 75/100) |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Manulife Mawer U.S. Equity Private Segregated Pool (MPIP 75/100) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Pier 4 Holding Limited Partnership Tr D |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | Pier 4 Real Estate Investment Trust F |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | TD All-Equity ETF Portfolio |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Brompton Split Corp. Class A Share ETF |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Manulife Dividend Income Private Segregated Pool (MPIP 75/100) |
| Category Placement: | Canadian Focused Equity |
|
|
|
| Fund: | Manulife Fundamental Equity Private Segregated Pool (MPIP 75/100) |
| Category Placement: | Canadian Focused Equity |
|
|
|
| Fund: | Manulife TD Dividend Income GIF Select (InvestmentPlus 75/100) |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Manulife TD Diversified Monthly Income GIF Select (InvestmentPlus 75/100) |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Manulife U.S. All Cap Equity GIF Select (InvestmentPlus 75/100) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Evolve Canadian Energy Enhanced Yield Index Fund |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Evolve Enhanced Yield Mid Term Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Harvest Low Volatility Canadian Equity ETF |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Harvest Low Volatility Canadian Equity Income ETF |
| Category Placement: | Canadian Equity |
|
|
|
Mar
Results of New Fund Reviews – March 26, 2025
| Fund: | AGF Enhanced U.S. Income Plus Fund |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | AGF NHC Tactical Alpha Fund |
| Category Placement: | Alternative Multi-Strategy |
|
|
|
| Fund: | AGF SAF Private Credit Limited Partnership |
| Category Placement: | Alternative Private Debt |
|
|
|
| Fund: | BMO AAA CLO ETF C$ (ZAAA) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | CI Alternative Credit Opportunities Fund |
| Category Placement: | Alternative Credit Focused |
|
|
|
| Fund: | CI Alternative Equity Premium Yield Fund |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | CI Equity Premium Yield Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | CI Galaxy Solana ETF (SOLX.U) |
| Category Placement: | Alternative Other |
|
|
|
| Fund: | Evolve Levered Bitcoin ETF (CAD Unhedged) (LBIT) |
| Category Placement: | Alternative Other |
|
|
|
| Fund: | Evolve Levered Ether ETF (CAD Unhedged) (LETH) |
| Category Placement: | Alternative Other |
|
|
|
| Fund: | Franklin Lexington PE Secondaries Fund |
| Category Placement: | Alternative Private Equity |
|
|
|
| Fund: | Global X 0-3 Month T-Bill ETF U$ (CBIL.U) |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | Guardian i3 Global Dividend Premium Yield Fund |
| Category Placement: | Global Dividend & Income Equity |
|
|
|
| Fund: | Hamilton Enhanced Mixed Asset ETF (MIX) |
| Category Placement: | Alternative Multi-Strategy |
|
|
|
| Fund: | Harvest Alphabet Enhanced High Income Shares ETF Class A (GOGY) |
| Category Placement: | Alternative other |
|
|
|
| Fund: | Harvest AMD Enhanced High Income Shares ETF Class A (AMDY) |
| Category Placement: | Alternative other |
|
|
|
| Fund: | Harvest Broadcom Enhanced High Income Shares ETF Class A (AVGY) |
| Category Placement: | Alternative other |
|
|
|
| Fund: | Harvest Coinbase Enhanced High Income Shares ETF Class A (CNYE) |
| Category Placement: | Alternative other |
|
|
|
| Fund: | Harvest Costco Enhanced High Income Shares ETF Class A (COSY) |
| Category Placement: | Alternative other |
|
|
|
| Fund: | Harvest MicroStrategy Enhanced High Income Shares ETF Class A (MSTE) |
| Category Placement: | Alternative other |
|
|
|
| Fund: | Harvest Netflix Enhanced High Income Shares ETF Class A (NFLY) |
| Category Placement: | Alternative other |
|
|
|
| Fund: | Nova Institutional Asset Allocation Pool |
| Category Placement: | Alternative Multi-Strategy |
|
|
|
| Fund: | Titanium Canadian Equity Private Pool |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Titanium Canadian Fixed Income Private Pool |
| Category Placement: | Canadian Core Plus Fixed Income |
|
|
|
| Fund: | Titanium Global Fixed Income Private Pool |
| Category Placement: | Global Core Plus Fixed Income |
|
|
|
| Fund: | Titanium Global Strategics Opportunities Private Pool |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Titanium International Equity Private Pool |
| Category Placement: | International Equity |
|
|
|
| Fund: | Titanium U.S. Equity Private Pool |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Vesta Enhanced Equity Fund |
| Category Placement: | Alternative Other |
|
|
|
| Fund: | VPI High Interest Savings Pool |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | JPMorgan US Growth Active ETF (JGRO) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Return Stacked Global Balanced & Macro ETF (RGBM) |
| Category Placement: | Alternative Multi-Strategy |
|
|
|
| Fund: | Desjardins Emerging Markets Equity Index ETF(DMEE) |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Fidelity Alternative Real Estate Trust |
| Category Placement: | Alternative Other |
|
|
|
| Fund: | Desjardins fin& BlackRock® LifePath® 2065 Index |
| Category Placement: | 2045+ Target Date Portfolio |
|
|
|
| Fund: | Desjardins fin& Fidelity ClearPath® 2065 |
| Category Placement: | 2045+ Target Date Portfolio |
|
|
|
| Fund: | Desjardins fin& Fidelity ClearPath® Institutional 2065 |
| Category Placement: | 2045+ Target Date Portfolio |
|
|
|
| Fund: | Desjardins fin& Fidelity ClearPath® Index Plus Institutional 2065 |
| Category Placement: | 2045+ Target Date Portfolio |
|
|
|
| Fund: | GIB AM Emerging Markets Active Engagement Cayman |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Global Select Canada Fund II |
| Category Placement: | Global equity |
|
|
|
| Fund: | JF Canadian Equity CAP Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | PineStone International Equity (Canada) |
| Category Placement: | International Equity |
|
|
|
| Fund: | PineStone US Equity Fund |
| Category Placement: | US Equity |
|
|
|
| Fund: | TCC Alternative Access Trust Fund |
| Category Placement: | Alternative Multi – Strategy |
|
|
|
| Fund: | Vector Mortgage Trust F |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
Feb
Results of New Fund Reviews – February 26, 2025
| Fund: | 1832 AM Tactical Asset Allocation PLUS Pool |
| Category Placement: | Alternative Multi-Strategy |
|
|
|
| Fund: | Canada Life Global Multi-Asset Defensive+ Fund |
| Category Placement: | Alternative Multi-Strategy |
|
|
|
| Fund: | Canada Life Global Opportunities+ Fund |
| Category Placement: | Alternative Multi-Strategy |
|
|
|
| Fund: | Fidelity Absolute Income Fund |
| Category Placement: | Multi-Sector Fixed Income |
|
|
|
| Fund: | Fidelity Advanced U.S. Equity Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Fidelity Core U.S. Bond ETF C$ (FCUB) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Harvest Coinbase High Income Shares ETF Class A Units (CONY) |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | Harvest Diversified High Income Shares ETF Class A Units (HHIS) |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Harvest Meta Enhanced High Income Shares ETF Class A Units (METE) |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Harvest MicroStrategy High Income Shares ETF Class A Units (MSTY) |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | Harvest Palantir Enhanced High Income Shares ETF Class A Units (PLTE) |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Harvest Tesla Enhanced High Income Shares ETF Class A Units (TSLY) |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Lysander Pembroke U.S. Small Mid Cap Fund |
| Category Placement: | U.S. Small/Mid Cap Equity |
|
|
|
| Fund: | Mackenzie FuturePath US All Cap Growth Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | NBI Active U.S. Equity Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | NBI Target 2030 Investment Grade Bond Fund |
| Category Placement: | Global Corporate Fixed Income |
|
|
|
| Fund: | NBI Target 2031 Investment Grade Bond Fund |
| Category Placement: | Global Corporate Fixed Income |
|
|
|
| Fund: | NBI Active U.S. Equity Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | NBI Target 2030 Investment Grade Bond Fund |
| Category Placement: | Global Corporate Fixed Income |
|
|
|
| Fund: | NBI Target 2031 Investment Grade Bond Fund |
| Category Placement: | Global Corporate Fixed Income |
|
|
|
| Fund: | WaveFront All-Weather Alternative Fund |
| Category Placement: | Alternative Multi-Strategy |
|
|
|
| Fund: | Broadcom (AVGO) Yield Shares Purpose ETF |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Coinbase (COIN) Yield Shares Purpose ETF |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Costco (COST) Yield Shares Purpose ETF |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | JPMorgan (JPM) Yield Shares Purpose ETF |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Kipling Global Enhanced Dividend Fund |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Kipling Global Enhanced Growth Fund |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Kipling Strategic Income Fund |
| Category Placement: | Alternative Credit Focused |
|
|
|
| Fund: | MFS Global Real Estate Fund |
| Category Placement: | Real Estate Equity |
|
|
|
| Fund: | Netflix (NFLX) Yield Shares Purpose ETF |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | OZ Capital Mortgage Investment Corporation |
| Category Placement: | Alternative Private Debt |
|
|
|
| Fund: | Palantir (PLTR) Yield Shares Purpose ETF |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Third Lake PM Alternative Yield Strategy Fund |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | T. Rowe Price Retirement Date 2025 (Canada) |
| Category Placement: | 2025 Target Date Portfolio |
|
|
|
| Fund: | T. Rowe Price Retirement Date 2030 (Canada) |
| Category Placement: | 2030 Target Date Portfolio |
|
|
|
| Fund: | T. Rowe Price Retirement Date 2035 (Canada) |
| Category Placement: | 2035 Target Date Portfolio |
|
|
|
| Fund: | T. Rowe Price Retirement Date 2040 (Canada) |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | T. Rowe Price Retirement Date 2045 (Canada) |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | T. Rowe Price Retirement Date 2050 (Canada) |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | T. Rowe Price Retirement Date 2055 (Canada) |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | T. Rowe Price Retirement Date 2060 (Canada) |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | T. Rowe Price Retirement Date 2065 (Canada) |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | Tech Innovators Yield Shares Purpose ETF |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Tonus Partners’ Fund |
| Category Placement: | Canadian Focused Small/Mid Cap Equity |
|
|
|
| Fund: | UnitedHealth Group (UNH) Yield Shares Purpose ETF |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | Vanguard All-Equity ETF Portfolio Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Vanguard Balanced ETF Portfolio Fund |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Vanguard Conservative ETF Portfolio Fund |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Vanguard Growth ETF Portfolio Fund |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Westcourt Performance Portfolio |
| Category Placement: | Alternative Multi – Strategy |
|
|
|
| Fund: | BMO Gold Bullion Fund |
| Category Placement: | Commodity |
|
|
|
| Fund: | BMO SPDR Communication Services Selct Sctr Idx ETF |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | BMO SPDR Consumer Discretionary Select Sector Index ETF |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | BMO SPDR Consumer Staples Select Sector Index ETF |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | BMO SPDR Energy Select Sector Index ETF |
| Category Placement: | Energy Equity |
|
|
|
| Fund: | BMO SPDR Financials Select Sector Index ETF |
| Category Placement: | Financial Services Equity |
|
|
|
| Fund: | BMO SPDR Health Care Select Sector Index ETF |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | BMO SPDR Industrials Select Sector Index ETF |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | BMO SPDR Materials Select Sector Index ETF |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | BMO SPDR Real Estate Select Sector Index ETF |
| Category Placement: | Real Estate Equity |
|
|
|
| Fund: | BMO SPDR Technology Select Sector Index ETF |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | BMO SPDR Utilities Select Sector Index ETF |
| Category Placement: | Sector Equity |
|
|
|
Jan
Results of New Fund Reviews – January 22, 2025
| Fund: | BMO Target 2027 Canadian Corporate Bond ETF (ZXCO) |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | BMO Target 2028 Canadian Corporate Bond ETF (ZXCP) |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | BMO Target 2029 Canadian Corporate Bond ETF (ZXCQ) |
| Category Placement: | Canadian Corporate Fixed Income |
|
|
|
| Fund: | CWB Corporate High Interest Savings Account |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | CWB Retail High Interest Savings Account |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | Dynamic Active Innovation and Disruption ETF C$ (DXID) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Franklin U.S. Mid Cap Multifactor Index ETF (FMID) |
| Category Placement: | U.S. Small/Mid Cap Equity |
|
|
|
| Fund: | GuardBonds 2028 Investment Grade Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | GuardBonds 2029 Investment Grade Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Hamilton Canadian Financials Index ETF (HFN) |
| Category Placement: | Financial Services Equity |
|
|
|
| Fund: | HAMILTON CHAMPIONS™ Canadian Dividend Index ETF (CMVP) |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | HAMILTON CHAMPIONS™ Enhanced Canadian Dividend ETF (CWIN) |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | HAMILTON CHAMPIONS™ Enhanced U.S. Dividend ETF (SWIN) |
| Category Placement: | Alternative Equity Focused |
|
|
|
| Fund: | HAMILTON CHAMPIONS™ U.S. Dividend Index ETF (SMVP) |
| Category Placement: | U.S. Dividend & Income Equity |
|
|
|
| Fund: | iShares Bitcoin ETF (IBIT) |
| Category Placement: | Alternative Other |
|
|
|
| Fund: | Mawer Global Equity Pooled Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Scotia Strategic Balanced Growth Portfolio SP |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | iShares Bitcoin ETF (IBIT) |
| Category Placement: | Alternative Other |
|
|
|
| Fund: | Mawer Global Equity Pooled Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Scotia Strategic Balanced Growth Portfolio SP |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Scotia Strategic Balanced Income Portfolio SP |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Terra 2024 Short Term Flow-Through LP |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | Corton Enhanced Income ETF |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | SavvyLong Geared Crude Oil ETF (CLUP) |
| Category Placement: | Passive Inverse/Leveraged |
|
|
|
| Fund: | SavvyLong Geared Natural Gas ETF (NGUP) |
| Category Placement: | Passive Inverse/Leveraged |
|
|
|
| Fund: | SavvyShort Geared Crude Oil ETF (CLDN) |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | SavvyShort Geared Natural Gas ETF (NGDN) |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | Goodwood Milford Trust A |
| Category Placement: | Alternative Credit Focused |
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| Fund: | GQG Partners Concentrated Global Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | CL Education Savings Fund 2045 |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Assumption/CI Corporate Bond D 75/75 |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | Assumption/CI Global Dividend D 75/75 |
| Category Placement: | Global Dividend & Income Equity |
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| Fund: | Assumption/Fidelity Monthly Income G 75/100 |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Assumption/Louisbourg Balanced D 75/75 |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Assumption/Louisbourg Money Market G 75/75 |
| Category Placement: | Canadian Money Market |
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| Fund: | PIMCO Monthly Enhanced Income Fund |
| Category Placement: | Multi-Sector Fixed Income |
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