Results of Reclassification
Select a year & month to see the results of the Classification Reviews from that meeting:
Select a year:
2016
Dec
Results of Classification Reviews – Dec 22, 2016
| Fund: | Caldwell Income Fund Series A |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | AIP Canadian Enhanced Income Class Series A |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Deferred |
|
|
|
Nov
Results of Classification Reviews – Nov 24, 2016
| Fund: | Connected Wealth Core Income Class Series A |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Dynamic Global Strategic Yield Fund Series A |
| Currently: | Tactical Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Denied |
|
|
|
Oct
Results of Classification Reviews – Oct 27, 2016
| Fund: | AIP Canadian Enhanced Income Class Series A |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | SSQ Celestia Conservative GIF Basic |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
|
|
|
Sep
Results of Classification Reviews – Sep 22, 2016
| Fund: | Canada Life Balanced Allocation Fund (PSG) Generations |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | AIP Canadian Enhanced Income Class Series A |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Quadrus Diversified Fixed Income Folio Fund Quadrus Series |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
|
|
|
Aug
Results of Classification Reviews – Aug 25, 2016
| Fund: | Renaissance Multi-Asset Global Balanced Private Pool Premium Class |
| Currently: | Tactical Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | BMO US Put Write ETF |
| Currently: | Alternative Strategies |
| Requested Category: | Miscellaneous – Income and Real Property |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Desjardins SocieTerra CleanTech Fund A Class |
| Currently: | Sector Equity |
| Requested Category: | Global Small/Mid Cap Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Matco Canadian Equity Fund |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
|
|
|
Jul
Results of Classification Reviews – Jul 28, 2016
| Fund: | CI Signature Diversified Yield Fund (Class A units) |
| Currently: | Global Neutral Balanced |
| Requested Category: | Tactical Balanced |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | CI Signature High Income Fund (Class A units) |
| Currently: | Global Neutral Balanced |
| Requested Category: | Tactical Balanced |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Renaissance Multi-Asset Global Balanced Income Private Pool Premium Class |
| Currently: | Tactical Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Renaissance Multi-Asset Global Balanced Private Pool Premium Class |
| Currently: | Tactical Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Sun Daily Interest Fund |
| Currently: | Miscellaneous – Income and Real Property |
| Requested Category: | Canadian Money Market |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Sun Strategic Income |
| Currently: | Miscellaneous – Income and Real Property |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | NexGen Canadian Cash Tax Managed Fund Regular Series 1151 |
| Currently: | Miscellaneous – Income and Real Property |
| Requested Category: | Canadian Money Market |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Scotia Income Advantage Fund – Series A |
| Currently: | Canadian neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Purpose Premium Yield Fund – Series A |
| Currently: | Alternative Strategies |
| Requested Category: | Miscellaneous – Income and Real Property |
| CIFSC Decision: | Approved |
|
|
|
Jun
Results of Classification Reviews – Jun 23, 2016
| Fund: | Lysander-Crusader Equity Income Fund |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | (Purpose) Investment Grade Managed Duration Income Fund |
| Currently: | Canadian Fixed Income |
| Requested Category: | Preferred Share Fixed Income |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | Trimark Global Diversified Income Fund Series A |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
|
|
|
May
Results of Classification Reviews – May 26, 2016
| Fund: | Lysander-Crusader Equity Income Fund |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | IA Ecoflex Strategic Equity Income |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Russell Mutli-Asset Growth Strategy Class |
| Currently: | Global Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | IA Ecoflextra GS U.S. Equity (Sarbit) |
| Currently: | U.S. Equity |
| Requested Category: | U.S. Small/Mid Cap Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | (Purpose) Investment Grade Managed Duration Income Fund |
| Currently: | Canadian Fixed Income |
| Requested Category: | Preferred Share Fixed Income |
| CIFSC Decision: | Deferred |
|
|
|
Apr
Results of Classification Reviews – Apr 28, 2016
| Fund: | Dynamic Global Value Fund Series A |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Russell Multi-Asset Growth Strategy Series B |
| Currently: | Global Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Dynamic Tactical Bond Private Pool Series F |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Dynamic Premium Bond Private Pool Series F |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Approved |
|
|
|
Mar
Results of Classification Reviews – Mar 26, 2016
| Fund: | RBC North American Value Fund |
| Currently: | North American Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Redwood Floating Rate Preferred Fund |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Preferred Share Fixed Income |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Canoe Global Balanced Fund |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Excel High Income Fund |
| Currently: | High Yield Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Denied |
|
|
|
| Fund: | BMO Asian Growth and Income Fund |
| Currently: | Asia Pacific Equity |
| Requested Category: | Asia Pacific ex-Japan Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Manulife Canadian Growth and Income Private Trust |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Dynamic Premium Bond Private Pool |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Deferred |
|
|
|
| Fund: | Lissom Owners Fund |
| Currently: | Canadian Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Lissom Owners RRSP Fund |
| Currently: | Miscellaneous – Other |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
|
|
|
| Fund: | Lissom Owners Opportunities Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Global Small/Mid Cap Equity |
| CIFSC Decision: | Approved |
|
|
|
Feb
Results of Classification Reviews – Feb 25, 2016
| Fund: | Scotia Canadian Small Cap Fund – Series A |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Canadian Small/Mid Cap Equity |
| CIFSC Decision: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | Dynamic Power Small Cap Fund Series A |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Canadian Small/Mid Cap Equity |
| CIFSC Decision: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | Harvest Canadian income & Growth Fund Series A |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Denied |
Jan
Results of Classification Reviews – Jan 28, 2016
| Fund: | Matco Canadian Equity Income Fund |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | London Life Smaller Company Fund (Mackenzie) |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | North American Equity |
| CIFSC Decision: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | Great-West Life Smaller Company Fund (Mackenzie) |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | North American Equity |
| CIFSC Decision: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | CC&L Universe Bond Alpha Plus |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Canadian Fixed Income |
|
|
|
