Results of Reclassification
Select a year & month to see the results of the Classification Reviews from that meeting:
Select a year:
2014
Dec
Results of Classification Reviews – Dec 18, 2014
| Fund: | IA Clarington Short-Term Income Class |
| Currently: | Canadian Short Term Fixed Income |
| Requested Category: | Canadian Money Market |
| CIFSC Decision: | Denied |
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| Fund: | IA Ecoflex Short Term Bonds |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Short Term Fixed Income |
| CIFSC Decision: | Canadian Short Term Fixed Income |
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| Fund: | Sprott Canadian Equity Fund/Class |
| Currently: | Natural Resources Equity |
| Requested Category: | Canadian Focused Small/Mid Cap Equity |
| CIFSC Decision: | Canadian Focused Small/Mid Cap Equity |
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| Fund: | Sun Life NWQ Flexible Income Fund |
| Currently: | High Yield Fixed Income |
| Requested Category: | Tactical Balanced |
| CIFSC Decision: | Tactical Balanced |
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| Fund: | TD Retirement Balanced Portfolio |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Global Equity Balanced |
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| Fund: | TD Retirement Conservative Portfolio |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Global Equity Balanced |
Nov
Results of Classification Reviews – Nov 27, 2014
| Fund: | GWL Growth & Income (AGF) |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Canadian Equity Blanced |
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| Fund: | LL Growth & Income (AGF) |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Canadian Equity Balanced |
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| Fund: | LON Growth & Income (AGF) |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Canadian Equity Balanced |
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| Fund: | TD Retirement Balanced Portfolio |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Deferred |
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| Fund: | TD Retirement Conservative Portfolio |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Deferred |
Oct
Results of Classification Reviews – Oct 30, 2014
| Fund: | Empire Life Emblem Aggressive Portfolio |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Canadian Focused Equity |
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| Fund: | Front Street Global Balanced Income Class |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Global Neutral Balanced |
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| Fund: | Front Street Global Opportunities Class |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Global Small/Mid Cap Equity |
| CIFSC Decision: | Denied |
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| Fund: | TD Target Return Conservative Fund |
| Currently: | Tactical Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Deferred |
Sep
Results of Classification Reviews – Sep 25, 2014
| Fund: | Dynamic Active Credit Strategies Private Pool |
| Currently: | Global Fixed Income |
| Requested Category: | High Yield Fixed Income |
| CIFSC Decision: | High Yield Fixed Income |
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| Fund: | Norrep Global Class |
| Currently: | Global Small / Mid Cap Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Global Equity |
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| Fund: | PIMCO Monthly Income Fund |
| Currently: | Global Fixed Income |
| Requested Category: | Alternative Strategies |
| CIFSC Decision: | Deferred |
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| Fund: | TD Canadian Blue Chip Equity Fund |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Canadian Equity |
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Aug
Results of Classification Reviews – Aug 28, 2014
| Fund: | Antares Total Equity Pool Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | BlackRock Active Canadian Equity |
| Category Placement: | Canadian Equity |
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| Fund: | Crystal Wealth ACM Growth |
| Category Placement: | Global Equity |
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| Fund: | Crystal Wealth ACM Income |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | DFS Beutel Goodman Fundamental Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | DFS BlackRock Global Real Estate Index |
| Category Placement: | Real Estate Equity |
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| Fund: | DFS Hexavest Global Equities Hedged |
| Category Placement: | Global Equity |
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| Fund: | Euro Banc Capital Securities Trust |
| Category Placement: | Tactical Balanced |
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| Fund: | Fiera North American Market Neutral II |
| Category Placement: | North American Equity |
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| Fund: | Fiera Private Infrastructure Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | FirstAsset Hamilton Capital European Banks ETF |
| Category Placement: | Financial Services Equity |
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| Fund: | Franklin Global Small-Mid Cap Fund |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | JP Morgan Emerging Markets Fund |
| Category Placement: | Emerging Markets Equity |
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| Fund: | KFL Partner’s Fund LP |
| Category Placement: | Alternative Strategies |
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| Fund: | Lightwater Nimble Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Manulife Global Dividend Fund |
| Category Placement: | Global Equity |
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| Fund: | Manulife Global Strategic Balanced Yield Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Manulife U.S. Regional Bank Trust |
| Category Placement: | Financial Services Equity |
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| Fund: | MLI Multi-Manager Balanced |
| Category Placement: | Global Equity Balanced |
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| Fund: | MLI Multi-Manager Canadian Bond |
| Category Placement: | Canadian Fixed Income |
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| Fund: | MLI Multi-Manager Cdn Large Cap Core |
| Category Placement: | Canadian Equity |
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| Fund: | MLI Multi-Manager Cdn Large Cap Growth |
| Category Placement: | Canadian Equity |
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| Fund: | MLI Multi-Manager Cdn Large Cap Value |
| Category Placement: | Canadian Equity |
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| Fund: | MLI Multi-Manager Cdn Small Cap Equity |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | MLI Multi-Manager Global Equity |
| Category Placement: | Global Equity |
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| Fund: | MLI Multi-Manager International Equity |
| Category Placement: | International equity |
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| Fund: | MLI Multi-Manager U.S. Equity |
| Category Placement: | U.S. Equity |
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| Fund: | PH&N LifeTime 2050 Fund |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | RBC European Dividend Fund |
| Category Placement: | European Equity |
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| Fund: | Sprott Bridging Income Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | TriDelta High Income Balanced |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Venator Partners Fund LP |
| Category Placement: | Alternative Strategies |
Jul
Results of Classification Reviews – Jul 24, 2014
| Fund: | Aston Hill Canadian Total Return Fund |
| Currently: | Canadian Short Term Fixed Income |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Canadian Focused Equity |
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| Fund: | Crystal Enlightened Income Fund |
| Currently: | Miscellaneous – Income & Real Property |
| Requested Category: | High Yield Fixed Income |
| CIFSC Decision: | Deferred |
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| Fund: | Fidelity Global Balanced Portfolio |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Global Neutral Balanced |
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| Fund: | Front Street Global Balanced Income Class |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Deffered |
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| Fund: | Front Street Global Opportunities Class |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Global Small/Mid Cap Equity |
| CIFSC Decision: | Denied |
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| Fund: | Front Street U.S. Equity Class (formerly Front Street Value Class) |
| Currently: | Miscellaneous – Other |
| Requested Category: | North American Equity |
| CIFSC Decision: | North American Equity |
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| Fund: | Mackenzie Investment Grade Floating Rate Fund |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Short-Term Fixed Income |
| CIFSC Decision: | Canadian Short-Term Fixed Income |
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| Fund: | Montrusco Bolton Equity Income Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Canadian Dividend & Income Equity |
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| Fund: | Russell Global Unconstrained Bond Pool (formerly known as Russell Core Plus Fixed Income Pool) |
| Currently: | Canadian Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Global Fixed Income |
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| Fund: | Sionna Opportunities Fund |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Canadian Focused Equity |
Jun
Results of Classification Reviews – Jun 26, 2014
| Fund: | Aston Hill Canadian Total Return Fund |
| Currently: | Canadian Short Term Fixed Income |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Deferred |
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| Fund: | Aston Hill Capital Growth |
| Currently: | Alternative Strategies |
| Requested Category: | US Equity |
| CIFSC Decision: | U.S. Equity |
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| Fund: | Aurion Income Opportunities Fund |
| Currently: | Alternative Strategies |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Denied |
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| Fund: | CIBC Managed Aggressive Growth Portfolio |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Equity |
| CIFSC Decision: | Global Equity |
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| Fund: | Franklin Mutual US Shares Fund |
| Currently: | Global Equity |
| Requested Category: | US Equity |
| CIFSC Decision: | U.S. Equity |
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| Fund: | Manulife Canadian Bond Plus Fund |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Canadian Fixed Income |
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| Fund: | Matco Energy Fund |
| Currently: | Natural Resources Equity |
| Requested Category: | Energy Equity |
| CIFSC Decision: | Energy Equity |
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| Fund: | Redwood Pension Class Fund |
| Currently: | Natural Resources |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Global Neutral Balanced |
May
Results of Classification Reviews – May 29, 2014
| Fund: | Aston Hill Capital Growth Fund |
| Currently: | Alternative Strategies |
| Requested Category: | U.S. Equity |
| CIFSC Decision: | Denied |
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| Fund: | Meritas Strategic Income Fund |
| Currently: | Canadian Money Market |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Canadian Fixed Income Balanced |
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| Fund: | Russell Multi-Asset Growth & Income |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Global Neutral Balanced |
Apr
Results of Classification Reviews – Apr 24, 2014
| Fund: | Aston Hill Short-Term 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: | Exemplar Leaders Fund |
| Currently: | Alternative Strategies |
| Requested Category: | North American Equity |
| CIFSC Decision: | Canadian Focused Equity |
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| Fund: | Manulife Canadian Bond Plus Fund |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Deferred |
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| Fund: | Russell Multi-Asset Growth & Income |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Global Neutral Balanced |
Mar
Results of Classification Reviews – Mar 27, 2014
| Fund: | Allegro Moderate Portfolio |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Global Neutral Balanced |
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| Fund: | Alto Moderate Portfolio |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Global Neutral Balanced |
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| Fund: | Front Street Global Opportunities Class |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Global Small/Mid Cap Equity |
| CIFSC Decision: | Denied |
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| Fund: | Manulife Canadian Bond Plus Fund |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Deferred |
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| Fund: | Manulife Vaue Balanced Fund |
| Currently: | Global Equity Balanced |
| Requested Category: | Tactical Balanced |
| CIFSC Decision: | Tactical Balanced |
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| Fund: | Marquest Focus Fund |
| Currently: | Alternative Strategies |
| Requested Category: | Canadian Focused Small/Mid Cap Equity |
| CIFSC Decision: | Canadian Focused Small/Mid Cap Equity |
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| Fund: | Montrusco Bolton Equity Income Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Dividend and Income Equity |
| CIFSC Decision: | Denied |
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| Fund: | NEI Ethical Balanced Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Canadian Neutral Balanced |
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| Fund: | Sun Life Granite Aggressive Seg |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Global Equity Balanced |
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| Fund: | Sun Life Granite Balanced Seg |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Global Neutral Balanced |
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| Fund: | Sun Life Granite Conservative Seg |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Global Fixed Income Balanced |
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| Fund: | Sun Life Granite Growth Seg |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Global Equity Balanced |
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| Fund: | Sun Life Granite Moderate Seg |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Global Neutral Balanced |
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| Fund: | Trimark Canadian Endeavour Fund |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Denied |
Feb
Results of Classification Reviews – Feb 27, 2014
| Fund: | Brandes Corporate Focus Bond Fund (Hedged/Unhedged) |
| Currently: | High Yield Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Global Fixed Income |
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| Fund: | Front Street Global Opportunities Class |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Global Small/Mid Cap Equity |
| CIFSC Decision: | Canadian Focused Small/Mid Cap Equity |
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| Fund: | Investment Partners Fund |
| Currently: | Global Equity |
| Requested Category: | Canadian Balanced |
| CIFSC Decision: | Miscellaneous – Undisclosed Holdings |
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| Fund: | Manulife Balanced Income Private Trust/Pool |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Global Fixed Income Balanced |
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| Fund: | Manulife Global Managed Volatility Fund |
| Currently: | Global Equity |
| Requested Category: | Global Balanced |
| CIFSC Decision: | Tactical Balanced |
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| Fund: | Purpose High Interest Savings ETF (PSA) |
| Currently: | Miscellaneous – Income & Real Property |
| Requested Category: | Canadian Money Market |
| CIFSC Decision: | Canadian Money Market |
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| Fund: | Purpose Tactical Hedged Equity Fund ETF (PHE) |
| Currently: | Alternative Strategies |
| Requested Category: | U.S. Equity |
| CIFSC Decision: | Alternative Strategies |
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| Fund: | RBC Target 2017 Corporate Bond Index ETF (RQE) |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Short Term Fixed Income |
| CIFSC Decision: | Canadian Short Term Fixed Income |
Jan
Results of Classification Reviews – Jan 23, 2014
| Fund: | Symmetry Conservative Income Portfolio Class |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Canadian Fixed Income Balanced |
