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:
2026
Feb
Results of New Fund Reviews – February 25, 2026
| Fund: | Dynamic Active Multi-Crypto ETF (DXMC) |
| Category Placement: | Alternative Other |
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| Fund: | Exponential Balanced Growth Fund |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Fidelity American High Yield Multi-Asset Base Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Fidelity Global Opportunities Long/Short Fund |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Guardian Canadian Equity Income Fund ETF (GCEI) |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Guardian Fundamental Global Equity Fund ETF (GFGE) |
| Category Placement: | Global Equity |
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| Fund: | Guardian Short Duration Bond Fund ETF (GSDB) |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | iA Wealth High-Interest Savings Account (CWT) |
| Category Placement: | Canadian Money Market |
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| Fund: | iA Wealth High-Interest Savings Account (NBC) |
| Category Placement: | Canadian Money Market |
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| Fund: | iA Wealth High-Interest Savings Account (NBT) |
| Category Placement: | Canadian Money Market |
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| Fund: | iA Wealth High-Interest Savings Account (NTC) |
| Category Placement: | Canadian Money Market |
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| Fund: | iA Wealth High-Interest Savings Account (VTC) |
| Category Placement: | Canadian Money Market |
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| Fund: | iA Wealth USD High-Interest Savings Account (CWT) |
| Category Placement: | U.S. Money Market |
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| Fund: | iA Wealth USD High-Interest Savings Account (NBC) |
| Category Placement: | U.S. Money Market |
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| Fund: | iA Wealth USD High-Interest Savings Account (NBT) |
| Category Placement: | U.S. Money Market |
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| Fund: | iA Wealth USD High-Interest Savings Account (NTC) |
| Category Placement: | U.S. Money Market |
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| Fund: | iA Wealth USD High-Interest Savings Account (VTC) |
| Category Placement: | U.S. Money Market |
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| Fund: | Mageska EcoVision Fund |
| Category Placement: | Global Equity |
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| Fund: | Mageska Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | PICTON Morningside Private Equity Fund |
| Category Placement: | Alternative Private Equity |
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| Fund: | AGF American Growth Fund ETF |
| Category Placement: | U.S. Equity |
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| Fund: | BlackRock CDN LifePath 2070 Index Fund |
| Category Placement: | 2045+ Target Date Portfolio |
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| Fund: | CDN 5-10 Year Provincial Rate Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | CDN Long Term Corporate Bond Index Fund |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | Dynamic Payout Portfolio A |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Fidelity American Equity ETF Series |
| Category Placement: | U.S. Equity |
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| Fund: | Fidelity American Hi Yld Currency Neut MA Base Fd |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Fidelity Multi-Sector Bd Multi-Asset Base Sr O |
| Category Placement: | Multi-Sector Fixed Income |
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| Fund: | Global X Tokenization Ecosystem Index ETF CAD |
| Category Placement: | Sector Equity |
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| Fund: | JPMorgan International Developed Equity Active ETF |
| Category Placement: | International Equity |
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| Fund: | Mackenzie Global Value ETF |
| Category Placement: | Global Equity |
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| Fund: | Mackenzie GQE Global Balanced ETF |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Mackenzie US All Cap Growth ETF |
| Category Placement: | U.S. Equity |
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| Fund: | Mackenzie US Value ETF |
| Category Placement: | U.S. Equity |
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| Fund: | Manulife Fidelity Global Balanced GIF Select (InvestmentPlus 75/100) |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Manulife Fidelity Global Growth GIF Select (InvestmentPlus 75/75) |
| Category Placement: | Global Equity Balanced |
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| Fund: | Manulife Fidelity Global Innovators GIF Select (InvestmentPlus 75/100) |
| Category Placement: | Global Equity |
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| Fund: | Manulife Global Credit Opportunities Fund Advisor Series |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | Manulife Global Edge ETF Fund Advisor Series |
| Category Placement: | Global Equity |
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| Fund: | Manulife Smart Core Bond ETF Fund Advisor Series |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Manulife Smart Dividend ETF Fund Advisor Series |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Manulife Smart International Dividend ETF Fund Advisor Series |
| Category Placement: | International Equity |
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| Fund: | Manulife Smart Short-Term Bond ETF Fund Advisor Series |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Moat Active Premium Yield ETF |
| Category Placement: | Miscellanous – Income & Real Property |
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| Fund: | Wind Wise Senior Loan BB/B Index Master Fund, Ltd. |
| Category Placement: | High Yield Fixed Income |
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| Fund: | SL 2060 Milestone Seg |
| Category Placement: | 2045+ Target Date Portfolio |
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| Fund: | SL BlackRock Cdn LEAF Seg |
| Category Placement: | Canadian Money Market |
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| Fund: | SL BlackRock Global Infrastructure Eq Index Seg |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | SL Boston Partners Global Equity Seg |
| Category Placement: | Global Equity |
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| Fund: | SL Boston Partners International Eq Seg |
| Category Placement: | International Equity |
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| Fund: | SL Franklin Global Real Assets Seg |
| Category Placement: | Alternative Other |
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| Fund: | SL Global Alpha Group Global Small Cp Seg |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | SL IFM Global Infrastructure Seg |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | SL Invesco Global Direct Real Estate Seg |
| Category Placement: | Sector Equity |
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| Fund: | SL JF Small/Mid Cap Equity Seg |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | SL MFS Global REIT Seg |
| Category Placement: | Real Estate Equity |
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| Fund: | SL Multi-Strategy Cdn Equity Seg |
| Category Placement: | Canadian Focused Equity |
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| Fund: | SL Multi-Strategy Global Equity Seg |
| Category Placement: | Global Equity |
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| Fund: | SL Multi-Strategy Real Asset Seg |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | SL Schroder Global Sustainable Grwth Seg |
| Category Placement: | Global Equity |
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| Fund: | SL SLC Mgmt Cdn Lng Duration Overlay Seg |
| Category Placement: | Canadian Long Term Fixed income |
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| Fund: | SL SLC Mgmt Core Plus Bond Seg |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | SL SLC Mgmt Long Core Plus Bond Seg |
| Category Placement: | Canadian Long Term Fixed income |
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| Fund: | SL SLC Mgmt Long Corporate Bond Seg |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | SL TD Greystone Retirement Plus Seg |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | SL TDAM Hedged U.S. Market Index Seg |
| Category Placement: | U.S. Equity |
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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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