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
Apr
Results of New Fund Reviews – April 23, 2025
| Fund: | 3iQ Solana Staking ETF U$ (SOLQ.U) |
| Category Placement: | Alternative Other |
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| Fund: | Evolve Canadian Energy Enhanced Yield Index Fund Unhedged ETF (OILY) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Evolve Enhanced Yield Mid Term Bond Fund Hedged ETF (MIDB) |
| Category Placement: | Global Fixed Income |
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| Fund: | Evolve Solana ETF C$ (SOLA) |
| Category Placement: | Alternative Other |
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| Fund: | Global X Bitcoin Covered Call ETF (BCCC) |
| Category Placement: | Alternative Other |
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| Fund: | Global X Defense Tech ETF (SHLD) |
| Category Placement: | Global Equity |
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| Fund: | Global X Enhanced Equal Weight Canadian Telecommunication Covered Call ETF (RNCL) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Global X Enhanced Bitcoin Covered Call ETF (BCCL) |
| Category Placement: | Alternative Other |
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| Fund: | Global X Enhanced Gold Producer Equity Covered Call ETF (GLCL) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Global X Enhanced Russell 2000 Covered Call ETF (RSCL) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Global X Equal Weight Canadian Telecommunication Covered Call ETF (RNCC) |
| Category Placement: | Sector Equity |
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| Fund: | Global X Equal Weight Canadian REITs Index ETF (REIT) |
| Category Placement: | Real Estate Equity |
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| Fund: | Global X Equal Weight Global Healthcare Index ETF (MEDX) |
| Category Placement: | Health care Equity |
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| Fund: | Global X Equal Weight U.S. Banks Index ETF (UBNK) |
| Category Placement: | Financial Services Equity |
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| Fund: | Global X Equal Weight U.S. Groceries & Staples Index ETF (UMRT) |
| Category Placement: | Sector Equity |
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| Fund: | Invesco S&P/ TSX 60 Equal Weight Index ETF (EQLT) |
| Category Placement: | Canadian Equity |
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| Fund: | JPMorgan US Value Active ETF (JAVA) |
| Category Placement: | U.S. Equity |
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| Fund: | RBC Canadian Ultra Short Term Bond ETF (RUST) |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | RBC Target 2031 Canadian Corporate Bond ETF (RQT) |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | RBC Target 2031 Canadian Government Bond ETF (RGQT) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | RBC Target 2031 U.S. Corporate Bond ETF (RUQT) |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | Dynamic Global Small Cap Fund |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | JC Clark High Income Opportunities Fund Founders |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Manulife Global Core Balanced Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | Manulife Global Core Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | RBC Global Large-Cap Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | RBC India Equity Fund |
| Category Placement: | Geographic Equity |
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| Fund: | RBC Target 2026 Canadian Corporate Bond Index ETF Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | RBC Target 2027 Canadian Corporate Bond Index ETF Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | RBC Target 2028 Canadian Corporate Bond Index ETF Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | RBC Target 2029 Canadian Corporate Bond Index ETF Fund |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | RBC Target 2030 Canadian Corporate Bond Index ETF Fund |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | Russell Investments Global Equity Balanced |
| Category Placement: | Global Equity Balanced |
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| Fund: | Russell Investments Global Income Balanced |
| Category Placement: | Global fixed Income Balanced |
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| Fund: | DGAM North American equities |
| Category Placement: | North American Equity |
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| Fund: | iAS Apollo Aligned Alternatives Access Fund |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Quadra – Carmignac European Leaders |
| Category Placement: | European Equity |
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| Fund: | Quadra – Carmignac Global Credit |
| Category Placement: | Multi-Sector Fixed Income |
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| Fund: | BNYM Concentrated International ETF |
| Category Placement: | International Equity |
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| Fund: | CAN Global Opportunities Plus 2.99PAM |
| Category Placement: | Global Equity |
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| Fund: | Lysander-Pembroke U.S. Small Mid Cap A* |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Manulife Balanced Private Segregated Portfolio (MPIP 75/100) |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Manulife Canadian Balanced Private Segregated Pool (MPIP 75/100) |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Manulife Conservative Private Segregated Portfolio (MPIP 75/100) |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Manulife Dividend Income Plus GIF Select (InvestmentPlus 75/100) |
| Category Placement: | Canadian Focused Equity |
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| Fund: | Manulife Growth Private Segregated Portfolio (MPIP 75/100) |
| Category Placement: | Global Equity Balanced |
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| Fund: | Manulife Mawer U.S. Equity Private Segregated Pool (MPIP 75/100) |
| Category Placement: | U.S. Equity |
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| Fund: | Pier 4 Holding Limited Partnership Tr D |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Pier 4 Real Estate Investment Trust F |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | TD All-Equity ETF Portfolio |
| Category Placement: | Global Equity |
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| Fund: | Brompton Split Corp. Class A Share ETF |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Manulife Dividend Income Private Segregated Pool (MPIP 75/100) |
| Category Placement: | Canadian Focused Equity |
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| Fund: | Manulife Fundamental Equity Private Segregated Pool (MPIP 75/100) |
| Category Placement: | Canadian Focused Equity |
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| Fund: | Manulife TD Dividend Income GIF Select (InvestmentPlus 75/100) |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Manulife TD Diversified Monthly Income GIF Select (InvestmentPlus 75/100) |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Manulife U.S. All Cap Equity GIF Select (InvestmentPlus 75/100) |
| Category Placement: | U.S. Equity |
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| Fund: | Evolve Canadian Energy Enhanced Yield Index Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Evolve Enhanced Yield Mid Term Bond Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Harvest Low Volatility Canadian Equity ETF |
| Category Placement: | Canadian Equity |
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| Fund: | Harvest Low Volatility Canadian Equity Income ETF |
| Category Placement: | Canadian Equity |
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Mar
Results of New Fund Reviews – March 26, 2025
| Fund: | AGF Enhanced U.S. Income Plus Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | AGF NHC Tactical Alpha Fund |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | AGF SAF Private Credit Limited Partnership |
| Category Placement: | Alternative Private Debt |
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| Fund: | BMO AAA CLO ETF C$ (ZAAA) |
| Category Placement: | Global Fixed Income |
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| Fund: | CI Alternative Credit Opportunities Fund |
| Category Placement: | Alternative Credit Focused |
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| Fund: | CI Alternative Equity Premium Yield Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | CI Equity Premium Yield Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | CI Galaxy Solana ETF (SOLX.U) |
| Category Placement: | Alternative Other |
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| Fund: | Evolve Levered Bitcoin ETF (CAD Unhedged) (LBIT) |
| Category Placement: | Alternative Other |
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| Fund: | Evolve Levered Ether ETF (CAD Unhedged) (LETH) |
| Category Placement: | Alternative Other |
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| Fund: | Franklin Lexington PE Secondaries Fund |
| Category Placement: | Alternative Private Equity |
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| Fund: | Global X 0-3 Month T-Bill ETF U$ (CBIL.U) |
| Category Placement: | Canadian Money Market |
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| Fund: | Guardian i3 Global Dividend Premium Yield Fund |
| Category Placement: | Global Dividend & Income Equity |
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| Fund: | Hamilton Enhanced Mixed Asset ETF (MIX) |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Harvest Alphabet Enhanced High Income Shares ETF Class A (GOGY) |
| Category Placement: | Alternative other |
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| Fund: | Harvest AMD Enhanced High Income Shares ETF Class A (AMDY) |
| Category Placement: | Alternative other |
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| Fund: | Harvest Broadcom Enhanced High Income Shares ETF Class A (AVGY) |
| Category Placement: | Alternative other |
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| Fund: | Harvest Coinbase Enhanced High Income Shares ETF Class A (CNYE) |
| Category Placement: | Alternative other |
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| Fund: | Harvest Costco Enhanced High Income Shares ETF Class A (COSY) |
| Category Placement: | Alternative other |
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| Fund: | Harvest MicroStrategy Enhanced High Income Shares ETF Class A (MSTE) |
| Category Placement: | Alternative other |
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| Fund: | Harvest Netflix Enhanced High Income Shares ETF Class A (NFLY) |
| Category Placement: | Alternative other |
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| Fund: | Nova Institutional Asset Allocation Pool |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Titanium Canadian Equity Private Pool |
| Category Placement: | Canadian Equity |
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| Fund: | Titanium Canadian Fixed Income Private Pool |
| Category Placement: | Canadian Core Plus Fixed Income |
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| Fund: | Titanium Global Fixed Income Private Pool |
| Category Placement: | Global Core Plus Fixed Income |
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| Fund: | Titanium Global Strategics Opportunities Private Pool |
| Category Placement: | Global Equity |
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| Fund: | Titanium International Equity Private Pool |
| Category Placement: | International Equity |
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| Fund: | Titanium U.S. Equity Private Pool |
| Category Placement: | U.S. Equity |
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| Fund: | Vesta Enhanced Equity Fund |
| Category Placement: | Alternative Other |
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| Fund: | VPI High Interest Savings Pool |
| Category Placement: | Canadian Money Market |
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| Fund: | JPMorgan US Growth Active ETF (JGRO) |
| Category Placement: | U.S. Equity |
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| Fund: | Return Stacked Global Balanced & Macro ETF (RGBM) |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Desjardins Emerging Markets Equity Index ETF(DMEE) |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Fidelity Alternative Real Estate Trust |
| Category Placement: | Alternative Other |
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| Fund: | Desjardins fin& BlackRock® LifePath® 2065 Index |
| Category Placement: | 2045+ Target Date Portfolio |
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| Fund: | Desjardins fin& Fidelity ClearPath® 2065 |
| Category Placement: | 2045+ Target Date Portfolio |
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| Fund: | Desjardins fin& Fidelity ClearPath® Institutional 2065 |
| Category Placement: | 2045+ Target Date Portfolio |
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| Fund: | Desjardins fin& Fidelity ClearPath® Index Plus Institutional 2065 |
| Category Placement: | 2045+ Target Date Portfolio |
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| Fund: | GIB AM Emerging Markets Active Engagement Cayman |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Global Select Canada Fund II |
| Category Placement: | Global equity |
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| Fund: | JF Canadian Equity CAP Fund |
| Category Placement: | Canadian Equity |
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| Fund: | PineStone International Equity (Canada) |
| Category Placement: | International Equity |
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| Fund: | PineStone US Equity Fund |
| Category Placement: | US Equity |
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| Fund: | TCC Alternative Access Trust Fund |
| Category Placement: | Alternative Multi – Strategy |
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| Fund: | Vector Mortgage Trust F |
| Category Placement: | Miscellaneous – Income and Real Property |
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Feb
Results of New Fund Reviews – February 26, 2025
| Fund: | 1832 AM Tactical Asset Allocation PLUS Pool |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Canada Life Global Multi-Asset Defensive+ Fund |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Canada Life Global Opportunities+ Fund |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Fidelity Absolute Income Fund |
| Category Placement: | Multi-Sector Fixed Income |
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| Fund: | Fidelity Advanced U.S. Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Fidelity Core U.S. Bond ETF C$ (FCUB) |
| Category Placement: | Global Fixed Income |
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| Fund: | Harvest Coinbase High Income Shares ETF Class A Units (CONY) |
| Category Placement: | Sector Equity |
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| Fund: | Harvest Diversified High Income Shares ETF Class A Units (HHIS) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Harvest Meta Enhanced High Income Shares ETF Class A Units (METE) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Harvest MicroStrategy High Income Shares ETF Class A Units (MSTY) |
| Category Placement: | Sector Equity |
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| Fund: | Harvest Palantir Enhanced High Income Shares ETF Class A Units (PLTE) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Harvest Tesla Enhanced High Income Shares ETF Class A Units (TSLY) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Lysander Pembroke U.S. Small Mid Cap Fund |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Mackenzie FuturePath US All Cap Growth Fund |
| Category Placement: | U.S. Equity |
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| Fund: | NBI Active U.S. Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | NBI Target 2030 Investment Grade Bond Fund |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | NBI Target 2031 Investment Grade Bond Fund |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | NBI Active U.S. Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | NBI Target 2030 Investment Grade Bond Fund |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | NBI Target 2031 Investment Grade Bond Fund |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | WaveFront All-Weather Alternative Fund |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Broadcom (AVGO) Yield Shares Purpose ETF |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Coinbase (COIN) Yield Shares Purpose ETF |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Costco (COST) Yield Shares Purpose ETF |
| Category Placement: | Alternative Equity Focused |
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| Fund: | JPMorgan (JPM) Yield Shares Purpose ETF |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Kipling Global Enhanced Dividend Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Kipling Global Enhanced Growth Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Kipling Strategic Income Fund |
| Category Placement: | Alternative Credit Focused |
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| Fund: | MFS Global Real Estate Fund |
| Category Placement: | Real Estate Equity |
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| Fund: | Netflix (NFLX) Yield Shares Purpose ETF |
| Category Placement: | Alternative Equity Focused |
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| Fund: | OZ Capital Mortgage Investment Corporation |
| Category Placement: | Alternative Private Debt |
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| Fund: | Palantir (PLTR) Yield Shares Purpose ETF |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Third Lake PM Alternative Yield Strategy Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | T. Rowe Price Retirement Date 2025 (Canada) |
| Category Placement: | 2025 Target Date Portfolio |
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| Fund: | T. Rowe Price Retirement Date 2030 (Canada) |
| Category Placement: | 2030 Target Date Portfolio |
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| Fund: | T. Rowe Price Retirement Date 2035 (Canada) |
| Category Placement: | 2035 Target Date Portfolio |
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| Fund: | T. Rowe Price Retirement Date 2040 (Canada) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | T. Rowe Price Retirement Date 2045 (Canada) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | T. Rowe Price Retirement Date 2050 (Canada) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | T. Rowe Price Retirement Date 2055 (Canada) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | T. Rowe Price Retirement Date 2060 (Canada) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | T. Rowe Price Retirement Date 2065 (Canada) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Tech Innovators Yield Shares Purpose ETF |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Tonus Partners’ Fund |
| Category Placement: | Canadian Focused Small/Mid Cap Equity |
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| Fund: | UnitedHealth Group (UNH) Yield Shares Purpose ETF |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Vanguard All-Equity ETF Portfolio Fund |
| Category Placement: | Global Equity |
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| Fund: | Vanguard Balanced ETF Portfolio Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Vanguard Conservative ETF Portfolio Fund |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Vanguard Growth ETF Portfolio Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | Westcourt Performance Portfolio |
| Category Placement: | Alternative Multi – Strategy |
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| Fund: | BMO Gold Bullion Fund |
| Category Placement: | Commodity |
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| Fund: | BMO SPDR Communication Services Selct Sctr Idx ETF |
| Category Placement: | Sector Equity |
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| Fund: | BMO SPDR Consumer Discretionary Select Sector Index ETF |
| Category Placement: | Sector Equity |
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| Fund: | BMO SPDR Consumer Staples Select Sector Index ETF |
| Category Placement: | Sector Equity |
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| Fund: | BMO SPDR Energy Select Sector Index ETF |
| Category Placement: | Energy Equity |
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| Fund: | BMO SPDR Financials Select Sector Index ETF |
| Category Placement: | Financial Services Equity |
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| Fund: | BMO SPDR Health Care Select Sector Index ETF |
| Category Placement: | Sector Equity |
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| Fund: | BMO SPDR Industrials Select Sector Index ETF |
| Category Placement: | Sector Equity |
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| Fund: | BMO SPDR Materials Select Sector Index ETF |
| Category Placement: | Natural Resources Equity |
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| Fund: | BMO SPDR Real Estate Select Sector Index ETF |
| Category Placement: | Real Estate Equity |
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| Fund: | BMO SPDR Technology Select Sector Index ETF |
| Category Placement: | Sector Equity |
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| Fund: | BMO SPDR Utilities Select Sector Index ETF |
| Category Placement: | Sector Equity |
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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 |
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| Fund: | BMO Target 2028 Canadian Corporate Bond ETF (ZXCP) |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | BMO Target 2029 Canadian Corporate Bond ETF (ZXCQ) |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | CWB Corporate High Interest Savings Account |
| Category Placement: | Canadian Money Market |
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| Fund: | CWB Retail High Interest Savings Account |
| Category Placement: | Canadian Money Market |
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| Fund: | Dynamic Active Innovation and Disruption ETF C$ (DXID) |
| Category Placement: | Global Equity |
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| Fund: | Franklin U.S. Mid Cap Multifactor Index ETF (FMID) |
| Category Placement: | U.S. Small/Mid Cap Equity |
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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: | Hamilton Canadian Financials Index ETF (HFN) |
| Category Placement: | Financial Services Equity |
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| Fund: | HAMILTON CHAMPIONS™ Canadian Dividend Index ETF (CMVP) |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | HAMILTON CHAMPIONS™ Enhanced Canadian Dividend ETF (CWIN) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | HAMILTON CHAMPIONS™ Enhanced U.S. Dividend ETF (SWIN) |
| Category Placement: | Alternative Equity Focused |
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| Fund: | HAMILTON CHAMPIONS™ U.S. Dividend Index ETF (SMVP) |
| Category Placement: | U.S. Dividend & Income Equity |
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| Fund: | iShares Bitcoin ETF (IBIT) |
| Category Placement: | Alternative Other |
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| Fund: | Mawer Global Equity Pooled Fund |
| Category Placement: | Global Equity |
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| Fund: | Scotia Strategic Balanced Growth Portfolio SP |
| Category Placement: | Global Equity Balanced |
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| Fund: | iShares Bitcoin ETF (IBIT) |
| Category Placement: | Alternative Other |
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| Fund: | Mawer Global Equity Pooled Fund |
| Category Placement: | Global Equity |
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| Fund: | Scotia Strategic Balanced Growth Portfolio SP |
| Category Placement: | Global Equity Balanced |
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| Fund: | Scotia Strategic Balanced Income Portfolio SP |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Terra 2024 Short Term Flow-Through LP |
| Category Placement: | Natural Resources Equity |
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| Fund: | Corton Enhanced Income ETF |
| Category Placement: | Global Fixed Income |
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| Fund: | SavvyLong Geared Crude Oil ETF (CLUP) |
| Category Placement: | Passive Inverse/Leveraged |
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| Fund: | SavvyLong Geared Natural Gas ETF (NGUP) |
| Category Placement: | Passive Inverse/Leveraged |
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| 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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