Results of Reclassification
Select a year & month to see the results of the Classification Reviews from that meeting:
Select a year:
2008
Dec
Results of Classification Reviews – Dec 18, 2008
| Fund: | Pathway Canadian Flex Series Fund |
| Currently: | Alternative Strategies |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Pathway Resource Flex Series Fund |
| Currently: | Alternative Strategies |
| Requested Category: | Natural Resources Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | frontierAlt Opportunistic Bond Fund |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Fidelity Canadian Growth Company |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | National Bank Equity Managed Portfolio |
| Currently: | Canadian Focused Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Denied |
Nov
Results of Classification Reviews – Nov 27, 2008
| Fund: | AGF Aggressive Global Stock Fund |
| Currently: | Global Equity |
| Requested Category: | Global Small/Mid Cap Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | BGI CoreActive Bond |
| Currently: | Canadian Fixed Income |
| Requested Category: | Miscellaneous |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | DKAM Financial Services Venture Fund LP |
| Currently: | Alternative Strategies |
| Requested Category: | Financial Services |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Hartford Global High Income Fund |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | IA Clarington Tactical Income |
| Currently: | Canadian Income Trust Equity |
| Requested Category: | Tactical Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Pathway Canadian Flex Series Fund |
| Currently: | Alternative Strategies |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Pathway Resource Flex Series Fund |
| Currently: | Alternative Strategies |
| Requested Category: | Natural Resources Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Redwood Diversified Equity Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Redwood Diversified Income Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Denied |
Oct
Results of Classification Reviews – Oct 23, 2008
| Fund: | AGF Aggressive U.S. Growth Fund |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | U.S. Small/Mid Cap Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | AGF Canadian Large Cap Dividend Fund |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Batirente Actions Mondiales |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Canadian Flex Series Fund |
| Currently: | Alternative Strategies |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Harmony Non-Traditional Pool |
| Currently: | Canadian Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | IA Clarington Canadian Equity Fund |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | IA Clarington Short-Term Income Class |
| Currently: | Canadian Money Market |
| Requested Category: | Canadian Short Term Fixed Income |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | IA Clarington Tactical Income |
| Currently: | Canadian Income Trust Equity |
| Requested Category: | Tactical Balanced |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Redwood Diversified Equity Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Redwood Diversified Income Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Resource Flex Series Fund |
| Currently: | Alternative Strategies |
| Requested Category: | Natural Resources Equity |
| CIFSC Decision: | Deferred |
Sep
Results of Classification Reviews – Sep 25, 2008
| Fund: | Redwood Diversified Equity Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Redwood Diversified Income Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Canada Life Cdn Eq Val (LK) Gens |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
|
|
|
Aug
Results of Classification Reviews – Aug 28, 2008
| Fund: | Redwood Diversified Equity Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Redwood Diversified Income Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Canada Life Cdn Eq Val (LK) Gens |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Exemplar Canadian Focus Portfolio |
| Currently: | Alternative Strategies |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Exemplar Global Opportunities Portfolio |
| Currently: | Alternative Strategies |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | ACM Mortgage Fund One |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | ACM Mortgage Fund Two |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Long Term Fixed Income |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | ACM Debenture Fund One |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Long Term Fixed Income |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Meritage American Equity Portfolio |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | U.S. Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Meritage International Equity Portfolio |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | International Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | SEI Balanced 60/40 Fund |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | SEI Growth 70/30 Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Trimark U.S. Small Companies Class |
| Currently: | North American Equity |
| Requested Category: | U.S. Small/Mid Cap Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Trimark Monthly Income Private Pool |
| Currently: | Global Equity Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Denied |
|
|
|
Jul
Results of Classification Reviews – Jul 31, 2008
| Fund: | ACM Commercial Mortgage |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Short Term Fixed Income |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Batirente Actions Mondiales |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Exemplar Canadian Focus Portfolio |
| Currently: | Alternative Strategies |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Exemplar Global Opportunities Portfolio |
| Currently: | Alternative Strategies |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Investors Canadian Equity Fund |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Investors Canadian Large Cap Value Fund |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Marquest Dividend Growth Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Northern Rivers Conservative Growth Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Northwest Specialty High Yield Bond Fund |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | High Yield Fixed Income |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | RBC Private Canadian Equity Growth and Income Equity Pool |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Approved |
Jun
Results of Classification Reviews – Jun 26, 2008
| Fund: | Batirente Actions Mondiale |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Edenview Investment Partnership |
| Currently: | Miscellaneous |
| Requested Category: | Alternative Strategies |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Northern Rivers Conservative Growth Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | SEI Balanced 60/40 Fund |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | SEI Growth 70/30 Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Sprott Canadian Equity |
| Currently: | Natural Resources Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Denied |
|
|
|
May
Results of Classification Reviews – May 22, 2008
| Fund: | Acuity Alpha Global Portfolio |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Acuity Alpha Social Values Portfolio |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | OCM Energy Total Return Fund |
| Currently: | Alternative Strategies |
| Requested Category: | Natural Resources Equity |
| CIFSC Decision: | Denied |
Apr
Results of Classification Reviews – Apr 24, 2008
| Fund: | Acuity Canadian Equity Class |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Fidelity Monthly Income Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | GBC Growth and Income Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
Mar
Results of Classification Reviews – Mar 27, 2008
| Fund: | Mac Ivy Enterprise Fund |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | North American Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Mackenzie Universal American Growth Class |
| Currently: | North American Equity |
| Requested Category: | U.S. Small Mid Cap Equity |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Manulife Strategic Income Fund |
| Currently: | High Yield Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | National Bank Dividend Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | National Bank Monthly Income Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Saxon Microcap Fund |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | Canadian Small/Mid Cap Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Sentry Select Balanced Fund |
| Currently: | Canadian Focused Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Canadian Equity Balanced |
|
|
|
| Fund: | Sentry Select Diversified Total Return Fund |
| Currently: | Alternative Strategies |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Sprott Canadian Equity Fund |
| Currently: | Natural Resources Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Deferred until receipt of holdings data |
Feb
Reclassification Decisions – Feb 28, 2008
| Fund: | CGOV Balanced Fund |
| Currently: | Canadian Equity Balanced |
| Move to: | Global Equity Balanced |
| Decision: | Denied |
|
|
|
| Fund: | CGOV Cumberland Fund |
| Currently: | Canadian Focused Equity |
| Move to: | Global Equity |
| Decision: | Denied |
|
|
|
| Fund: | Desjardins Global Small Cap Equity Fund |
| Currently: | U.S. Small/Mid Cap Equity |
| Move to: | Global Small/Mid Cap Equity |
| Decision: | Approved |
|
|
|
| Fund: | Dynamic Power Canadian Growth |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Move to: | Canadian Focused Equity |
| Decision: | Approved |
|
|
|
| Fund: | Excel China Fund |
| Currently: | Miscellaneous |
| Move to: | Asia Pacific ex-Japan Equity |
| Decision: | Denied |
|
|
|
| Fund: | Excel Chindia Fund |
| Currently: | Miscellaneous |
| Move to: | Emerging Markets Equity |
| Decision: | Denied |
|
|
|
| Fund: | Excel Emerging Europe Fund |
| Currently: | Miscellaneous |
| Move to: | Emerging Markets Equity |
| Decision: | Denied |
|
|
|
| Fund: | Excel India Fund |
| Currently: | Miscellaneous |
| Move to: | Emerging Markets Equity |
| Decision: | Denied |
|
|
|
| Fund: | FMOQ internationale equity Fund |
| Currently: | International Equity |
| Move to: | Global Equity |
| Decision: | Approved |
|
|
|
| Fund: | FMOQ monthly income Fund |
| Currently: | International Equity |
| Move to: | Canadian Neutral Balanced |
| Decision: | Canadian Equity Balanced |
|
|
|
| Fund: | Mackenzie Universal Global Property Income Fund |
| Currently: | Miscellaneous |
| Move to: | Real Estate Equity |
| Decision: | Approved |
|
|
|
| Fund: | Peer Diversified Mortgage Fund |
| Currently: | Miscellaneous |
| Move to: | High Yield Fixed Income |
| Decision: | Denied |
|
|
|
| Fund: | Scotia Canadian Blue Chip Fund |
| Currently: | Canadian Focused Equity |
| Move to: | Canadian Equity |
| Decision: | Denied |
|
|
|
| Fund: | Scotia Canadian Growth Fund |
| Currently: | Canadian Equity |
| Move to: | Canadian Focused Equity |
| Decision: | Approved |
Jan
Reclassification Decisions – Jan 24, 2008
| Fund: | ACM Commercial Mortgage Fund |
| Currently: | Miscellaneous |
| Move to: | Canadian Fixed Income |
| Decision: | Denied |
|
|
|
| Fund: | Batirente Global Equity |
| Currently: | Miscellaneous |
| Move to: | Global Equity |
| Decision: | Approved |
|
|
|
| Fund: | Blumont North American Fund |
| Currently: | Tactical Balanced |
| Move to: | North American Equity |
| Decision: | Approved |
|
|
|
| Fund: | Quadrus London Capital Cdn Diversified Equity |
| Currently: | Canadian Equity |
| Move to: | Canadian Focused Equity |
| Decision: | Approved |
|
|
|
| Fund: | ROI Global Retirement Fund |
| Currently: | Miscellaneous |
| Move to: | Global Neutral Balanced |
| Decision: | Global Equity Balanced |
