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
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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