Results of Reclassification
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2017
Dec
Results of Classification Reviews – December 21, 2017
| Fund: | Dynamic Blue Chip Equity Fund Series A |
| Currently: | North American Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | Dynamic iShares Active Tactical Bond ETF |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Fiera Capital High Income Fund Series D |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Fiera Capital Income Opportunities Fund Series A |
| Currently: | Alternative Strategies |
| Requested Category: | High Yield Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Loomis Sayles Global Diversified Corporate Bond Class ROC Series A |
| Currently: | Canadian Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
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Nov
Results of Classification Reviews – November 23, 2017
| Fund: | GWL Mortgage (Portico) |
| Currently: | Canadian Short Term Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Denied |
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| Fund: | VPI Value Pool |
| Currently: | Miscellaneous – Other |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
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| Fund: | Manulife Dividend Income Fund |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Denied |
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| Fund: | Desjardins Tactical Balanced Fund |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Tactical Balanced |
| CIFSC Decision: | Approved |
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Oct
Results of Classification Reviews – October 26, 2017
| Fund: | Educators U.S. Equity Fund Class A |
| Currently: | Canadian Focused Equity |
| Requested Category: | U.S. Equity |
| CIFSC Decision: | Approved |
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| Fund: | GWL Mortgage (Portico) NL |
| Currently: | Canadian Short Term Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Deferred |
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| Fund: | London Life Canadian Low Volatility (London Capital) |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | Manulife Global Balanced Fund Advisor Series |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Meritas Monthly Dividend and Income Fund Series A |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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Sep
Results of Classification Reviews – September 28, 2017
| Fund: | GWL Unconstrained Fixed Income (Mackenzie) 75/75 |
| Currently: | Alternative Strategies |
| Requested Category: | High Yield Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | LON Unconstrained Fixed Income (Mackenzie) 75/75 |
| Currently: | Alternative Strategies |
| Requested Category: | High Yield Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | London Life Cambridge All Cdn Equity (CI) |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | London Life Global Monthly Income (London Capital) |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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Aug
Results of Classification Reviews – Aug 25, 2017
| Fund: | Canada Life Global Income (Sentry) Generations |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Global FIxed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | GWL Global Income (Sentry) NL |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | IA Ecoflex Selection Aggressive |
| Currently: | Canadian Focused Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | London Life Global Income (Sentry) |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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Jul
Results of Classification Reviews – July 27, 2017
| Fund: | Canada Life Fidelity NorthStar Balanced Generations [S191] |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Goodman & Co. Partners Strategy Series A |
| Currently: | North American Equity |
| Requested Category: | Alternative Strategies |
| CIFSC Decision: | Approved |
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| Fund: | GWL Global Low Volatility (ILIM) NL |
| Currently: | North American Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | GWL Global Monthly Income (London Capital) 75/75 |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Heward Canadian Dividend Growth Fund Series O |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Approved |
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| Fund: | IA Clarington Core Plus Bond Fund Series A |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Short Term Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Loomis Sayles Global Diversified Corporate Bond Fund Series A |
| Currently: | Canadian Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
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Jun
Results of Classification Reviews – June 22, 2017
| Fund: | Meritage Dynamic Growth Income Portfolio – Advisor Series/DSC |
| Currently: | Global Equity Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Meritage Dynamic Growth Portfolio – Advisor Series/DSC |
| Currently: | Global Equity Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Meritage Growth Portfolio – Advisor Series/DSC |
| Currently: | Global Neutral Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Symmetry Conservative Portfolio Class Series A |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Goodman & Co. Core Equity Strategy |
| Currently: | Global Equity |
| Requested Category: | North American Equity |
| CIFSC Decision: | Approved |
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May
Results of Classification Reviews – May 25, 2017
| Fund: | Centurion Apartment Real Estate Investment Trust – Class A |
| Currently: | Real Estate Equity |
| Requested Category: | Miscellaneous – Income and Real Property |
| CIFSC Decision: | Approved |
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| Fund: | IA Clarington Tactical Bond Fund Series A |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Investors Fixed Income Flex Portfolio Series A |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Short Term Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Timbercreek Four Quadrant Global Real Estate Partners LP Class A |
| Currently: | Real Estate Equity |
| Requested Category: | Miscellaneous – Income and Real Property |
| CIFSC Decision: | Approved |
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Apr
Results of Classification Reviews – Apr 20, 2017
| Fund: | Aston Hill Total Return Fund Series A |
| Currently: | Miscellaneous – Other |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | Investors Fixed Income Flex Portfolio Series A |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Short Term Fixed Income |
| CIFSC Decision: | Deferred |
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Mar
Results of Classification Reviews – Mar 23, 2017
Feb
Results of Classification Reviews – Feb 23, 2017
| Fund: | Dynamic Canadian Asset Allocation Class Series A |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Fidelity Balanced Managed Risk Portfolio – Series A |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Fidelity Conservative Managed Risk Portfolio – Series A |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Lysander-Canso Bond Fund Series A |
| Currently: | Canadian Short Term Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Mackenzie Unconstrained Bond ETF |
| Currently: | Alternative Strategies |
| Requested Category: | High Yield Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Mackenzie Unconstrained Fixed Income Fund Series A |
| Currently: | Alternative Strategies |
| Requested Category: | High Yield Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Portfolio Series Balanced Fund (Class A units) |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Select 40i60e Managed Portfolio Corporate Class (Class A shares) |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Symmetry Moderate Growth Portfolio Series A |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Trimark Canadian Endeavour Fund Series A |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
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Jan
Results of Classification Reviews – Jan 26, 2017
| Fund: | Manulife Canadian Focused Fund Advisor Series |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
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| Fund: | Heward Equity Fund Class O |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | Heward Canadian Dividend Growth Fund Series O |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | AlphaDelta Canadian Focused Equity Class – Series A |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
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| Fund: | Heward Income Fund Class A |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Heward Global Leaders Fund Class A |
| Currently: | Global Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | No Change |
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