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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2026
Jan
Results of New Fund Reviews – January 28, 2026
| Fund: | 2028 Investment Grade Bond Trust |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | BlueBay EM Sovereign Bond Fund |
| Category Placement: | Emerging Markets Fixed Income |
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| Fund: | BMO Market+ All Country World Equity ETF (ZMPW) |
| Category Placement: | Global Equity |
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| Fund: | BMO Market+ Canadian Equity ETF (ZMPC) |
| Category Placement: | Canadian Equity |
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| Fund: | BMO Market+ Global Equity ETF (ZMPG) |
| Category Placement: | Global Equity |
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| Fund: | BMO Market+ Low Volatility Global Equity ETF (ZMLG) |
| Category Placement: | Global Equity |
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| Fund: | BMO Market+ U.S. Equity ETF C$ (ZMPU) |
| Category Placement: | U.S. Equity |
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| Fund: | BMO MSCI Canada IMI High Dividend Yield Index ETF (XDIV) |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | BMO MSCI EAFE Small-Mid Cap Index ETF (QESM) |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | BMO MSCI USA Equal Weight Index ETF C$ (ZEQL) |
| Category Placement: | U.S. Equity |
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| Fund: | Brookfield Private Equity Fund (Canada) |
| Category Placement: | Alternative Private Equity |
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| Fund: | Cadence Managed Income Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | CI Balanced+ Asset Allocation ETF Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | CI Equity+ Asset Allocation ETF Fund |
| Category Placement: | Global Equity |
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| Fund: | Discovery 2024 Short Duration Limited Partnership |
| Category Placement: | Precious Metals Equity |
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| Fund: | Discovery 2025 Short Duration Limited Partnership |
| Category Placement: | Precious Metals Equity |
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| Fund: | Dynamic Diversified Private Assets Fund |
| Category Placement: | Alternative Other |
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| Fund: | Everstone Fixed Income Pool |
| Category Placement: | Global Fixed Income |
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| Fund: | Evolve International Equity UltraYield ETF |
| Category Placement: | International Equity |
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| Fund: | First Trust Bloomberg Nuclear Power ETF (RCTR) |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | Franklin Canadian Core Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | Franklin Global Core Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | Franklin International Core Equity Fund |
| Category Placement: | International Equity |
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| Fund: | Franklin U.S. Core Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | HAMILTON CHAMPIONS™ U.S. Technology Index ETF Class E Units (QMVP) |
| Category Placement: | U.S. Equity |
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| Fund: | HAMILTON CHAMPIONS™ Utilities Index ETF Class E Units (UMVP) |
| Category Placement: | Sector Equity |
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| Fund: | Harvest Block Enhanced High Income Shares ETF Class A (BLKY) |
| Category Placement: | Alternative Other |
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| Fund: | Harvest CrowdStrike Enhanced High Income Shares ETF Class A (CRWY) |
| Category Placement: | Alternative Other |
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| Fund: | Harvest JnJ Enhanced High Income Shares ETF Class A (JNJY) |
| Category Placement: | Alternative Other |
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| Fund: | Harvest JPHE Enhanced High Income Shares ETF Class A (JPHE) |
| Category Placement: | Alternative Other |
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| Fund: | Harvest Novo Enhanced High Income Shares ETF Class A (NOVY) |
| Category Placement: | Alternative Other |
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| Fund: | Harvest Oracle Enhanced High Income Shares ETF Class A (ORCY) |
| Category Placement: | Alternative Other |
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| Fund: | Middlefield Short Duration Bond Plus ETF (MSBP) |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | MRF 2024 Resource LP Class A |
| Category Placement: | Precious Metals Equity |
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| Fund: | MRF 2025 Resource Limited Partnership |
| Category Placement: | Natural Resources Equity |
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| Fund: | PIMCO Managed Balanced Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Purpose Global Bond Short Class |
| Category Placement: | Global Fixed Income |
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| Fund: | Purpose In Kind Fund |
| Category Placement: | Miscellaneous – Other |
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| Fund: | Purpose Specialty Income Fund |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Purpose Total Return Bond Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Quadra – Flexam KAF III Limited Partnership |
| Category Placement: | Alternative Private Debt |
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| Fund: | Elevate All-Equity Portfolio |
| Category Placement: | Global Equity |
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| Fund: | Elevate Balanced Growth Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | Elevate Balanced Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Elevate Conservative Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | West Oak Family Office Corporate Investment Pool |
| Category Placement: | Alternative Other |
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| Fund: | Purpose Multi Asset Custom Fund |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | REVL Family Fund |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Avantis CIBC All-Equity Asset Allc ETF |
| Category Placement: | Global Equity |
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| Fund: | Avantis CIBC Canadian Equity ETF |
| Category Placement: | Canadian Equity |
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| Fund: | Avantis CIBC Emerging Markets Equity ETF |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Avantis CIBC Global Small Cap Value ETF |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Avantis CIBC International Equity ETF |
| Category Placement: | International Equity |
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| Fund: | Avantis CIBC U.S. All-Cap Equity ETF |
| Category Placement: | U.S. Equity |
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| Fund: | Avantis CIBC U.S. Large Cap Value ETF |
| Category Placement: | U.S. Equity |
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| Fund: | Avantis CIBC U.S. Small Cap Value ETF |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Canadian Corporate Bond Plus Series F |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | Canadian High Conviction Equities Series F |
| Category Placement: | Canadian Equity |
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| Fund: | Capstone Biblically Informed Canadian Eq |
| Category Placement: | Canadian Equity |
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| Fund: | Capstone Biblically Informed U.S. Eq |
| Category Placement: | U.S. Equity |
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| Fund: | Frontaura Global Frontier Fund LLC |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Global Balanced Portfolio Series F |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Global Equity Balanced Portfolio Series F |
| Category Placement: | Global Equity Balanced |
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| Fund: | Global Equity Market Neutral Series F |
| Category Placement: | Alternative Market Neutral |
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| Fund: | Global Liquid Alternatives Series F |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Global Tactical ETF Asset Allocation Series F |
| Category Placement: | Tactical Balanced |
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| Fund: | Harvest Premium Yield Canadian Bank ETF |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Harvest Premium Yield Enhanced ETF |
| Category Placement: | Alternative Equity Focused |
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| Fund: | IAS Apollo Diversified Credit Access Fund Series F1 |
| Category Placement: | Alternative Private Debt |
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| Fund: | Lysander-Canso U.S. Corporate Value Bond Fund ETF Series units |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | NBI Canada Focus Pooled Fund |
| Category Placement: | Canadian Equity |
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| Fund: | Palisade Horizon |
| Category Placement: | North American Equity |
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