Results of Reclassification
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2009
Dec
Results of Classification Reviews – Dec 18, 2009
| Fund: | Manulife Conservative Asset Allocation |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | NxT EQ60 Balanced Fund |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | NxT EQ75 Balanced Growth Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | PH&N Canadian Income Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Approved |
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| Fund: | Sceptre High Income Fund |
| Currently: | Canadian Income Trust Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Approved |
Nov
Results of Classification Reviews – Nov 26, 2009
| Fund: | NxT EQ60 Balanced Fund |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Deffered |
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| Fund: | CC & L Balanced Growth Portfolio |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Canadian Equity Balanced |
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| Fund: | CC & L Balanced Income Portfolio |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Canadian Fixed Income Balanced |
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| Fund: | CC & L Balanced Portfolio |
| Currently: | Global Neutral Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Canadian Neutral Balanced |
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| Fund: | CC & L Growth Portfolio |
| Currently: | Canadian Focused Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Global Equity Balanced |
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| Fund: | Mackenzie Sentinel Income Trust Fund |
| Currently: | Canadian Income Trust Equity |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Canadian Neutral Balanced |
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| Fund: | Manulife Aggressive Asset Allocation |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Canadian Focused Equity |
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| Fund: | Manulife Conservative Asset Allocation |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Deffered |
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| Fund: | Manulife Growth Asset Allocation |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Global Equity Balanced |
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| Fund: | MGS Advantage |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Money Market |
| CIFSC Decision: | Deffered |
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| Fund: | NxT EQ75 Balanced Growth Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Global Equity Balanced |
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| Fund: | RBC DS U.S. Focus Fund |
| Currently: | North American Equity |
| Requested Category: | U.S. Equity |
| CIFSC Decision: | U.S. Equity |
Oct
Results of Classification Reviews – Oct 22, 2009
| Fund: | DFS DGAM Alternative Investments Fund |
| Currently: | Miscelleneous |
| Requested Category: | Alternative Strategies |
| CIFSC Decision: | Miscelleneous |
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| Fund: | Fidelity Canadian Large Cap Fund |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Canadian Focused Equity |
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| Fund: | Northern Rivers Conservative Growth Mutual Fund |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Deferred |
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| Fund: | PH&N Canadian Income Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Canadian Small/Mid Cap Equity |
Sep
Results of Classification Reviews – Sep 24, 2009
| Fund: | Desjardins Fin’l UBS US Large Cap Equity |
| Currently: | Global Equity |
| Requested Category: | U.S. Equity |
| CIFSC Decision: | U.S. Equity |
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| Fund: | IA Clarington Tactical Income Class |
| Currently: | Miscellaneous |
| Requested Category: | Tactical Balanced |
| CIFSC Decision: | Tactical Balanced |
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| Fund: | PH&N Inflation-Linked Bond Fund |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Inflation Protected Fixed Income |
| CIFSC Decision: | Canadian Inflation Protected Fixed Income |
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| Fund: | Sentry Select Canadian Income Fund |
| Currently: | Canadian Income Trust Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Canadian Income Trust Equity |
Aug
Results of Classification Reviews – Aug 27, 2009
| Fund: | AIM American Growth Fund |
| Currently: | U.S. Equity |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Global Neutral Balanced |
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| Fund: | Desjardins Fin’l UBS US Large Cap Equity |
| Currently: | Global Equity |
| Requested Category: | U.S. Equity |
| CIFSC Decision: | Deferred |
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| Fund: | Educators Mortgage and Income fund |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Short Term Fixed Income |
| CIFSC Decision: | Canadian Short Term Fixed Income |
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| Fund: | Fidelity Income Replacement 2017 Portfolio Ser A |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020 Target Date Portfolio |
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| Fund: | Fidelity Income Replacement 2019 Portfolio Ser A |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020 Target Date Portfolio |
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| Fund: | Fidelity Income Replacement 2021 Portfolio Ser A |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
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| Fund: | Fidelity Income Replacement 2025 Portfolio Ser A |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
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| Fund: | Fidelity Income Replacement 2027 Portfolio Ser A |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
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| Fund: | Fidelity Income Replacement 2029 Portfolio Ser A |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
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| Fund: | Fidelity Income Replacement 2031 Portfolio Ser A |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
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| Fund: | Fidelity Income Replacement 2033 Portfolio Ser A |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
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| Fund: | Fidelity Income Replacement 2035 Portfolio Ser A |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
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| Fund: | Fidelity Income Replacement 2037 Portfolio Ser A |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
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| Fund: | Invesco Trimark Retirement Payout 2023 Portfolio |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
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| Fund: | Invesco Trimark Retirement Payout 2028 Portfolio |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
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| Fund: | Invesco Trimark Retirement Payout 2033 Portfolio |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
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| Fund: | Invesco Trimark Retirement Payout 2038 Portfolio |
| Currently: | Miscellaneous |
| Requested Category: | N/A |
| CIFSC Decision: | 2020+ Target Date Portfolio |
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| Fund: | Mackenzie Universal American Growth Class (Hedged & Unhedged) |
| Currently: | North American Equity |
| Requested Category: | U.S. Small/Mid Cap Equity |
| CIFSC Decision: | U.S. Small/Mid Cap Equity |
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| Fund: | QFM Global Equity Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Global Equity |
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| Fund: | QFM Global Sector Target Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Global Equity |
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| Fund: | Van Arbor World Advantage |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Global Equity |
Jul
Results of Classification Reviews – Jul 23, 2009
| Fund: | Franklin Templeton Balanced Income Pooled Pt A |
| Currently: | Global Neutral Balanced |
| Requested Category: | N/A |
| CIFSC Decision: | Alternative Strategies |
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| Fund: | Franklin Tmp Capital Preservation Pool Pt A |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | N/A |
| CIFSC Decision: | Alternative Strategies |
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| Fund: | Franklin Tmp Domestic Bal Growth Pooled Pt A |
| Currently: | Global Equity Balanced |
| Requested Category: | N/A |
| CIFSC Decision: | Alternative Strategies |
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| Fund: | Franklin Tmp Domestic Growth Pool Pt A |
| Currently: | Canadian Focused Equity |
| Requested Category: | N/A |
| CIFSC Decision: | Alternative Strategies |
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| Fund: | Franklin Tmp Domestic Max Growth Pooled Pt A |
| Currently: | Canadian Focused Equity |
| Requested Category: | N/A |
| CIFSC Decision: | Alternative Strategies |
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| Fund: | Franklin Tmp Global Balanced Growth Pl Pt A |
| Currently: | Global Equity Balanced |
| Requested Category: | N/A |
| CIFSC Decision: | Alternative Strategies |
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| Fund: | Franklin Tmp Global Growth Pool Pt A |
| Currently: | Global Equity |
| Requested Category: | N/A |
| CIFSC Decision: | Alternative Strategies |
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| Fund: | Franklin Tmp Global Maximum Growth Pool Pt A |
| Currently: | Global Equity |
| Requested Category: | N/A |
| CIFSC Decision: | Alternative Strategies |
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| Fund: | Franklin Tmp Intl Balanced Growth Pool Pt A |
| Currently: | Global Equity Balanced |
| Requested Category: | N/A |
| CIFSC Decision: | Alternative Strategies |
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| Fund: | Franklin Tmp Intl Growth Pool Pt A |
| Currently: | Global Equity Balanced |
| Requested Category: | N/A |
| CIFSC Decision: | Alternative Strategies |
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| Fund: | Franklin Tmp Intl Maximum Growth Pool Pt A |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Equity |
| CIFSC Decision: | Alternative Strategies |
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| Fund: | IA Clarington Tactical Income Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Tactical Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Investors Tactical Asset Allocation Fund |
| Currently: | Tactical Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Northwest Growth & Income |
| Currently: | Global Equity Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Denied |
Jun
Results of Classification Reviews – Jun 25, 2009
| Fund: | BMO Nesbitt Burns Growth Portfolio Fund |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Capital International Canadian Core Plus Fixed Income |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Credential Select High Growth Portfolio |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | Franklin Templeton International Max Growth Pooled Portfolio |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Equity |
| CIFSC Decision: | Deferred |
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| Fund: | Investors Tactical Asset Allocation Fund |
| Currently: | Tactical Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Deferred |
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| Fund: | Manulife Corporate Bond Fund |
| Currently: | Global Fixed Income |
| Requested Category: | High Yield Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Manulife Mawer Canadian Diversified Investment Fund |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Pathway Canadian Flex Series Fund |
| Currently: | Alternative Strategies |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | Pathway Resource Flex A Regular MIN 004 |
| Currently: | Alternative Strategies |
| Requested Category: | Natural Resources Equity |
| CIFSC Decision: | Approved |
May
Results of Classification Reviews – May 28, 2009
| Fund: | Fidelity Canadian Asset Allocation Fund |
| Currently: | Tactical Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Front Street Diversified Income Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Canadian Neutral Balanced |
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| Fund: | GBC International Growth Fund |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | International Equity |
| CIFSC Decision: | Approved |
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| Fund: | IA Clarington Global Dividend GIF CI A |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | Investors Mergers & Acquisitions Fund/Class |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Miscellaneous |
| CIFSC Decision: | Approved |
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| Fund: | Mackenzie Cundill Emerging Markets |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | Emerging Markets |
| CIFSC Decision: | Approved |
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| Fund: | National Bank Dividend Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Pathway 07 |
| Currently: | Alternative Strategies |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Deferred |
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| Fund: | Scotia International Value Fund |
| Currently: | Global Equity |
| Requested Category: | International Equity |
| CIFSC Decision: | Approved |
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| Fund: | Standard Life SI Id FT Quot Bal I P 100 |
| Currently: | Global Fixed Income |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | TD Mortgage Fund |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Short Term Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Trimark Canadian Focus Class |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | Van Arbor Canadian Advantage Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | Van Arbor World Advantage Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
Apr
Results of Classification Reviews – Apr 23, 2009
No reclassification requests submitted.
Mar
Results of Classification Reviews – March 26, 2009
| Fund: | FMOQ Omnibus |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Deferred |
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| Fund: | QFM Fixed Income Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Denied |
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| Fund: | QFM Structured Yield Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Denied |
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| Fund: | QFM Global Equity Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
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| Fund: | QFM Global Sector Target Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
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| Fund: | Russell Diversified Monthly Income Class Port B |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | AGF Aggressive US Growth Fund |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | U.S. Small/Mid Cap Equity |
| CIFSC Decision: | Denied |
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| Fund: | Scotia Global Climate Change Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | Trimark Diversified Income Class |
| Currently: | Global Equity Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Capital International Canadian Core Plus Fixed Income |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Denied |
Feb
Results of Classification Reviews – Feb 26, 2009
| Fund: | Caldwell Institutional Bond Pool |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Caldwell High Income Trust |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Income Trust Equity |
| CIFSC Decision: | Approved |
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| Fund: | Faircourt Global Income Advantage |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Miscellaneous |
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| Fund: | Desjardins Dividend Income Fund |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | FMOQ Omnibus |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Deferred |
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| Fund: | QFM Fixed Income Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Deferred |
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| Fund: | QFM Structured Yield Fund |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Deferred |
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| Fund: | QFM Global Equity Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Deferred |
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| Fund: | QFM Global Sector Target Fund |
| Currently: | Miscellaneous |
| Requested Category: | Global Equity |
| CIFSC Decision: | Deferred |
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| Fund: | Criterion US Buyback Fund |
| Currently: | Miscellaneous |
| Requested Category: | U.S. Equity |
| CIFSC Decision: | Approved |
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| Fund: | Dynamic Advantage Bond Fund |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
Jan
Results of Classification Reviews – Jan 22, 2009
| Fund: | Titan Money Market Fund |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Canadian Money Market |
| CIFSC Decision: | Approved |
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| Fund: | Faircourt Global Income Advantage |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Deferred |
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| Fund: | Caldwell Institutional Bond Pool |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Deferred |
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| Fund: | Caldwell High Income Trust |
| Currently: | Miscellaneous |
| Requested Category: | Canadian Income Trust Equity |
| CIFSC Decision: | Deferred |
