Results of Reclassification
Select a year & month to see the results of the Classification Reviews from that meeting:
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2018
Dec
Results of Classification Reviews – Dec 20, 2018
| Fund: | Cortland Credit Strategies L.P. |
| Currently: | Alternative Strategies |
| Requested Category: | Miscellaneous – Income and Real Property |
| CIFSC Decision: | Approved |
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Nov
Results of Classification Reviews – Nov 22, 2018
| Fund: | Desjardins SocieTerra Positive Change Fund |
| Currently: | International Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | iA Global Asset Allocation Opportunity (iAIM) |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | London Life Pathways Global Core Plus Bond Fund |
| Currently: | Canadian Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | London Life Pathways Global Multi Sector Bond Fund |
| Currently: | High Yield Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Lysander-Fulcra Corporate Securities Fund |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | High Yield Fixed Income |
| CIFSC Decision: | Approved |
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Oct
Results of Classification Reviews – Oct 25, 2018
| Fund: | Fidelity Frontier Emerging Markets Fund Series B |
| Currently: | Emerging Markets Equity |
| Requested Category: | Geographic Equity |
| CIFSC Decision: | Approved |
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| Fund: | imaxx Global Fixed Pay Fund Class A0 |
| Currently: | Global Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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Sep
Results of Classification Reviews – Sep 26, 2018
| Fund: | Barometer High Income (Cayman) Fund Ltd. Class A |
| Currently: | Alternative Strategies |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | BMO Government Bond Index ETF (ZGB) |
| Currently: | Canadian Short Term Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Global Iman Fund Series A |
| Currently: | Miscellaneous – Undisclosed Holdings |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | MarshallZehr First Mortgage Fund LP Class F |
| Currently: | Canadian Short Term Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Denied |
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Aug
Results of Classification Reviews – Aug 23, 2018
| Fund: | AGF Total Return Bond Fund Mutual Fund Series |
| Currently: | High Yield Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Denied |
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| Fund: | Dynamic Value Balanced Fund Series A |
| Currently: | Global Equity Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Invesco Active Multi-Sector Credit Series A |
| Currently: | High Yield Fixed Income |
| Requested Category: | Global Corporate Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Investors North American Equity Fund Series C |
| Currently: | North American Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
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| Fund: | Portland Value Fund Series A |
| Currently: | Global Equity |
| Requested Category: | Global Small/Mid Cap Equity |
| CIFSC Decision: | Approved |
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Jul
Results of Classification Reviews – July 26, 2018
| Fund: | Balanced Portfolio Series A |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Educators Monitored Conservative Portfolio – Class A |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Limpid Three Strategies Fund Series B |
| Currently: | Alternative Strategies |
| Requested Category: | Tactical Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Trimark Global Endeavour Fund Series A |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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Jun
Results of Classification Reviews – June 28, 2018
| Fund: | Limpid Three Strategies Fund Series A |
| Currently: | Alternative Strategies |
| Requested Category: | Tactical Balanced |
| CIFSC Decision: | Deferred |
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| Fund: | Mawer Tax Effective Balanced Fund Series A |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | PIMCO Monthly Income Fund Series A |
| Currently: | High Yield Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | PIMCO Unconstrained Bond Fund (Canada) Series A |
| Currently: | High Yield Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
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May
Results of Classification Reviews – May 24, 2018
| Fund: | Connor, Clark & Lunn Core Income and Growth Fund Series A |
| Currently: | Tactical Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Denied |
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| Fund: | IA Clarington Tactical Income Fund Series T6 |
| Currently: | Tactical Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Investors U.S. Opportunities Fund Series C |
| Currently: | U.S. Equity |
| Requested Category: | U.S. Small/Mid Cap Equity |
| CIFSC Decision: | Approved |
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| Fund: | Symmetry Balanced Portfolio Series A |
| Currently: | Global Neutral Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | TD Retirement Balanced Portfolio – Investor Series |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Denied |
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| Fund: | TD Retirement Conservative Portfolio – Investor Series |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Denied |
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| Fund: | TD US$ Retirement Portfolio – Investor U$ |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Denied |
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| Fund: | Trimark Global Endeavour Fund Series A |
| Currently: | Global Equity |
| Requested Category: | Global Small/Mid Cap Equity |
| CIFSC Decision: | Deferred |
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Apr
Results of Classification Reviews – Apr 26, 2018
| Fund: | Fidelity Global Asset Allocation Currency Neutral Private Pool Series B |
| Currently: | Tactical Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Fidelity Global Asset Allocation Private Pool Series B |
| Currently: | Tactical Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Franklin Liberty Canadian Investment Grade Corporate ETF |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Corporate Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Franklin Liberty Core Balanced ETF |
| Currently: | Global Neutral Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | IA Clarington Global Bond Fund Series A |
| Currently: | High Yield Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | La Capitale Small Capitalization Canadian Equity (Dynamic) |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Focused Small/Mid Cap Equity |
| CIFSC Decision: | Approved |
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| Fund: | Mackenzie Core Plus Canadian Fixed Income ETF |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Next Edge Bio-Tech Plus Fund Class A |
| Currently: | Alternative Strategies |
| Requested Category: | Sector Equity |
| CIFSC Decision: | Approved |
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| Fund: | TD Retirement Balanced Portfolio – Investor Series |
| Currently: | Global Equity Balanced |
| Requested Category: | Miscellaneous – Other |
| CIFSC Decision: | Deferred |
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| Fund: | TD Retirement Conservative Portfolio – Investor Series |
| Currently: | Global Equity Balanced |
| Requested Category: | Miscellaneous – Other |
| CIFSC Decision: | Deferred |
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| Fund: | TD US$ Retirement Portfolio – Investor U$ |
| Currently: | Global Equity Balanced |
| Requested Category: | Miscellaneous – Other |
| CIFSC Decision: | Deferred |
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Mar
Results of Classification Reviews – Mar 22, 2018
| Fund: | BMO Core Plus Bond Fund Series A |
| Currently: | Canadian Corporate Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | BMO Diversified Income Portfolio Series A |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Dynamic Alternative Managed Risk Private Pool Class Series F |
| Currently: | Alternative Strategies |
| Requested Category: | Tactical Balanced |
| CIFSC Decision: | Approved |
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| Fund: | NBI Global Real Assets Income Fund Investor Series |
| Currently: | Real Estate Equity |
| Requested Category: | Global Infrastructure Equity |
| CIFSC Decision: | Approved |
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| Fund: | Ninepoint Canadian Senior Debt Fund Class A |
| Currently: | High Yield Fixed Income |
| Requested Category: | Alternative Strategies |
| CIFSC Decision: | Approved |
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| Fund: | Ninepoint Diversified Bond Fund Series A |
| Currently: | High Yield Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
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Feb
Results of Classification Reviews – Feb 22, 2018
| Fund: | Connor, Clark & Lunn Core Income and Growth Fund Series A |
| Currently: | Tactical Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Deferred |
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| Fund: | Dynamic Dividend Advantage Fund Series A |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Approved |
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| Fund: | Loomis Sayles Strategic Monthly Income Fund Series A |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Denied |
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Jan
Results of Classification Reviews – Jan 24, 2018
| Fund: | Exemplar Leaders Fund Series A |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Denied |
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| Fund: | Exemplar Performance Fund Series A |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | Mackenzie Global Sustainability and Impact Balanced Fund Series A |
| Currently: | Tactical Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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