New Fund Reviews

Results of New Fund Reviews

An investment fund is considered “new” from the date of its inception. Once the fund has registered with at least one of the data provider firms on the CIFSC, the fund is brought to the Committee’s monthly meeting for placement into the most appropriate category. The committee will estimate the most appropriate category based on the fund’s stated intentions (as described in the fund’s investment objective and strategy).

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2025

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

Fund: SavvyShort Geared Natural Gas ETF (NGDN)
Category Placement: Passive Inverse/Leveraged

Fund: Goodwood Milford Trust A
Category Placement: Alternative Credit Focused

Fund: GQG Partners Concentrated Global Equity Fund
Category Placement: Global Equity

Fund: CL Education Savings Fund 2045
Category Placement: 2035+ Target Date Portfolio

Fund: Assumption/CI Corporate Bond D 75/75
Category Placement: Global Corporate Fixed Income

Fund: Assumption/CI Global Dividend D 75/75
Category Placement: Global Dividend & Income Equity

Fund: Assumption/Fidelity Monthly Income G 75/100
Category Placement: Canadian Neutral Balanced

Fund: Assumption/Louisbourg Balanced D 75/75
Category Placement: Canadian Neutral Balanced

Fund: Assumption/Louisbourg Money Market G 75/75
Category Placement: Canadian Money Market

Fund: PIMCO Monthly Enhanced Income Fund
Category Placement: Multi-Sector Fixed Income