Results of Reclassification
Select a year & month to see the results of the Classification Reviews from that meeting:
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2019
Dec
Results of Classification Reviews – Dec 19, 2019
| Fund: | iA Core Plus Bond SRP 75/75 & My Education+ |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Short Term Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | iA Fidelity Global Concentrated Equity SRP 75/75 & My Education+ |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | IA Wealth High Growth Portfolio Series A |
| Currently: | Global Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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Nov
Results of Classification Reviews – Nov 28, 2019
| Fund: | CIBC Conservative Fixed Income Pool Series A |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | CIBC Core Fixed Income Pool Series A |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Invesco Diversified Yield Class Series P |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Denied |
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| Fund: | Timbercreek Global Real Estate Income Fund Series A |
| Currently: | Real Estate Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Deferred |
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Oct
Results of Classification Reviews – Oct 24, 2019
| Fund: | Desjardins SocieTerra Global Bond Fund I-Class |
| Currently: | Global Fixed Income |
| Requested Category: | Global Corporate Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | IPC Income Essentials Portfolio Series A |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Manulife Fundamental Equity Class Advisor Series |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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Sep
Results of Classification Reviews – Sep 25, 2019
| Fund: | Beutel Goodman Core Plus Bond Fund Class D |
| Currently: | Canadian Corporate Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Evolve Automobile Innovation Index Fund (CARS.B) – Unhedged |
| Currently: | Sector Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
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| Fund: | Evolve Cyber Security Index Fund (CYBR) – Hedged |
| Currently: | Sector Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
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| Fund: | Evolve E-Gaming Index ETF – Hedged ETF Units |
| Currently: | Sector Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
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| Fund: | Evolve Global Healthcare Enhanced Yield Fund (LIFE.B) – Unhedged |
| Currently: | Sector Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
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| Fund: | Evolve Global Materials & Mining Enhanced Yield Index ETF – Unhedged ETF Units |
| Currently: | Sector Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
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| Fund: | Evolve Marijuana Fund – Unhedged ETF Units |
| Currently: | Sector Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
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| Fund: | MD Precision Balanced Income Portfolio Series A |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | MD Precision Conservative Portfolio Series A |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Sun Life Infrastructure Fund Series A |
| Currently: | Global Infrastructure Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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Aug
Results of Classification Reviews – Aug 22, 2019
| Fund: | CI First Asset High Interest Savings ETF |
| Currently: | Miscellaneous – Other |
| Requested Category: | Canadian Money Market |
| CIFSC Decision: | Approved |
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| Fund: | Ninepoint High Interest Savings Fund Series A |
| Currently: | Canadian Short Term Fixed Income |
| Requested Category: | Canadian Money Market |
| CIFSC Decision: | Approved |
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| Fund: | Purpose Enhanced Premium Yield Fund Series A |
| Currently: | Energy Equity |
| Requested Category: | Miscellaneous – Income & Real Property |
| CIFSC Decision: | Approved |
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| Fund: | Purpose High Interest Savings ETF – ETF Units |
| Currently: | Miscellaneous – Income & Real Property |
| Requested Category: | Canadian Money Market |
| CIFSC Decision: | Approved |
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| Fund: | Wise Growth ETF Portfolio C |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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Jul
Results of Classification Reviews – July 25, 2019
| Fund: | AGF Global Real Assets Mutual Fund Series |
| Currently: | Precious Metals Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | Evolve Active Global Fixed Income Fund |
| Currently: | High Yield Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Global Corporate Fixed Income |
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| Fund: | IG Managed Payout Portfolio Series A |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | IG Managed Payout Portfolio with Enhanced Growth Series A |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | IG Managed Payout Portfolio with Growth Series A |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Investors International Small Cap Fund Series F |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | International Equity |
| CIFSC Decision: | Denied |
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| Fund: | Manulife Multifactor U.S. Mid Cap Index ETF – Hedged Units |
| Currently: | U.S. Equity |
| Requested Category: | U.S. Small/Mid Cap Equity |
| CIFSC Decision: | Approved |
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| Fund: | Manulife Value Balanced Fund Advisor Series |
| Currently: | Tactical Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Denied |
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| Fund: | MD Strategic Yield Fund Series A |
| Currently: | High Yield Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Sun Life Opportunistic Fixed Income Fund Series A |
| Currently: | Alternative Multi-Strategy |
| Requested Category: | Alternative Credit Focused |
| CIFSC Decision: | Approved |
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Jun
Results of Classification Reviews – June 27, 2019
| Fund: | Evolve Active Core Fixed Income Fund – Unhedged ETF Units |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Evolve Active Global Fixed Income Fund |
| Currently: | High Yield Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Denied |
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| Fund: | Franklin Strategic Income Fund Series A |
| Currently: | High Yield Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | London Life Mortgage (Portico) |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Short Term Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Tangerine Dividend Portfolio |
| Currently: | Global Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
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May
Results of Classification Reviews – May 23, 2019
| Fund: | EHP Guardian Alternative Fund Class A |
| Currently: | Alternative Equity Focused |
| Requested Category: | Alternative Market Neutral |
| CIFSC Decision: | Alternative Multi-Strategy |
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| Fund: | EHP Guardian Fund Class A (Master Series) |
| Currently: | Alternative Equity Focused |
| Requested Category: | Alternative Market Neutral |
| CIFSC Decision: | Alternative Multi-Strategy |
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| Fund: | EHP Guardian International Alternative Fund Class A |
| Currently: | Alternative Equity Focused |
| Requested Category: | Alternative Market Neutral |
| CIFSC Decision: | Alternative Multi-Strategy |
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| Fund: | EHP Guardian International Fund |
| Currently: | Alternative Equity Focused |
| Requested Category: | Alternative Market Neutral |
| CIFSC Decision: | Alternative Multi-Strategy |
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Apr
Results of Classification Reviews – Apr 25, 2019
| Fund: | London Life U.S. Mid Cap (London Capital) |
| Currently: | U.S. Equity |
| Requested Category: | U.S. Small/Mid Cap Equity |
| CIFSC Decision: | Approved |
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| Fund: | RBC Select Conservative Portfolio Series A |
| Currently: | Tactical Balanced |
| Requested Category: | Global Fixed Income BalancedMiscellaneous – Income and Real Property |
| CIFSC Decision: | Approved |
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| Fund: | Raintree Preservation Fund Series A |
| Currently: | Alternative Strategies |
| Requested Category: | Tactical BalancedMiscellaneous – Income and Real Property |
| CIFSC Decision: | Deferred |
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Mar
Results of Classification Reviews – Mar 28, 2019
| Fund: | Cambridge Bond Fund (Class I units) |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Capstone Non-Traditional Equity Pool Fund Class F |
| Currently: | Global Equity |
| Requested Category: | Alternative StrategiesMiscellaneous – Income and Real Property |
| CIFSC Decision: | Approved |
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| Fund: | Dynamic Real Estate & Infrastructure Income Fund Series A |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Alternative StrategiesMiscellaneous – Income and Real Property |
| CIFSC Decision: | Approved |
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| Fund: | Investors International Small Cap Fund Series F / Investors International Small Cap Class Series A |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | International EquityMiscellaneous – Income and Real Property |
| CIFSC Decision: | Denied |
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| Fund: | National Bank Opus Balanced Fund |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral BalancedMiscellaneous – Income and Real Property |
| CIFSC Decision: | Approved |
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| Fund: | Phillips, Hager & North Long Bond Pension Trust Series O |
| Currently: | Miscellaneous – Other |
| Requested Category: | Canadian Long Term Fixed IncomeMiscellaneous – Income and Real Property |
| CIFSC Decision: | Approved |
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| Fund: | Raintree Preservation Fund Series A |
| Currently: | Alternative Strategies |
| Requested Category: | Tactical BalancedMiscellaneous – Income and Real Property |
| CIFSC Decision: | Deferred |
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| Fund: | RBC Select Conservative Portfolio Series A |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Fixed Income BalancedMiscellaneous – Income and Real Property |
| CIFSC Decision: | Tactical Balanced |
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| Fund: | Signature Dividend Fund (Class A units) |
| Currently: | Global Equity Balanced |
| Requested Category: | Canadian Equity BalancedMiscellaneous – Income and Real Property |
| CIFSC Decision: | Denied |
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| Fund: | Signature Income & Growth Fund (Class A units) |
| Currently: | Global Neutral Balanced |
| Requested Category: | Canadian Neutral BalancedMiscellaneous – Income and Real Property |
| CIFSC Decision: | Denied |
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Feb
Results of Classification Reviews – Feb 28, 2019
| Fund: | IG Managed Risk Portfolio – Income Focus A |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Invesco S&P International Developed Low Volatility Index ETF |
| Currently: | Global Equity |
| Requested Category: | International EquityMiscellaneous – Income and Real Property |
| 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 IncomeMiscellaneous – Income and Real Property |
| CIFSC Decision: | Approved |
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Jan
Results of Classification Reviews – Jan 24, 2019
| Fund: | AGF Total Return Bond Fund Mutual Fund Series |
| Currently: | High Yield Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Dynamic International Equity Fund Series A |
| Currently: | Global Equity |
| Requested Category: | International Equity |
| CIFSC Decision: | Approved |
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