Results of Reclassification
Select a year & month to see the results of the Classification Reviews from that meeting:
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2020
Dec
Results of Classification Reviews – Dec 17, 2020
| Fund: | Caldwell North American Fund Series A |
| Currently: | Global Equity Balanced |
| Requested Category: | North American Equity |
| CIFSC Decision: | Approved |
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| Fund: | Marquis Balanced Growth Portfolio Series A |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Denied |
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Nov
Results of Classification Reviews – Nov 26, 2020
| Fund: | CAN Equity/Bond (GLC) 75/75 |
| Currently: | Tactical Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Coleford Equity Fund |
| Currently: | North American Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
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| Fund: | DynamicEdge Balanced Growth Portfolio Series A |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Hamilton Canadian Bank 1.25x Leverage ETF |
| Currently: | Alternative Equity Focused |
| Requested Category: | Financial Services Equity |
| CIFSC Decision: | Denied |
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| Fund: | Marquis Balanced Growth Class Portfolio Series A |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Signature Dividend Corporate Class (Class A shares) |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
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| Fund: | Signature Dividend Fund (Class A units) |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
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Oct
Results of Classification Reviews – Oct 25, 2020
| Fund: | Invesco Emerging Markets Fund Series A |
| Currently: | Asia Pacific Equity |
| Requested Category: | Emerging Markets equity |
| CIFSC Decision: | Approved |
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| Fund: | Coleford Equity Fund |
| Currently: | North American Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Deferred |
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Sept
Results of Classification Reviews – Sep 24, 2020
Aug
Results of Classification Reviews – Aug 27, 2020
| Fund: | Manulife Value Balanced Class Advisor Series |
| Currently: | Tactical Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Manulife Value Balanced Fund Advisor Series |
| Currently: | Tactical Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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Jul
Results of Classification Reviews – July 23, 2020
| Fund: | BMO Concentrated Global Balanced Fund Advisor Series |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Encasa Equity Fund Series A |
| Currently: | Canadian Focused Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | Evolve Automobile Innovation Index Fund (CARS.B) – Unhedged (CARS.B) |
| Currently: | Sector Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
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| Fund: | Evolve Cyber Security Index Fund (CYBR) – Hedged (CYBR) |
| Currently: | Sector Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
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Jun
Results of Classification Reviews – June 25, 2020
| Fund: | AGF Canadian Growth Equity Class Mutual Fund Series |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | Empire Life Strategic Corporate Bond GIF – 75/75 – Class K |
| Currently: | High Yield Fixed Income |
| Requested Category: | Global Corporate Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | FÉRIQUE Balanced Portfolio Series A |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | IG Mackenzie Canadian Small/Mid Cap Class Series A |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Canadian Small/Mid Cap Equity |
| CIFSC Decision: | Approved |
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| Fund: | IG Mackenzie Canadian Small/Mid Cap Fund Series C |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Canadian Small/Mid Cap Equity |
| CIFSC Decision: | Approved |
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| Fund: | IG Managed Risk Portfolio – Income Balanced A |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | IG Managed Risk Portfolio Class – Income Balanced A |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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May
Results of Classification Reviews – May 29, 2020
| Fund: | NEI Global Sustainable Balanced Fund A |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | AGF Global Real Assets Fund Mutual Fund Series |
| Currently: | Precious Metals Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Stone Global Sustainability Fund Series A |
| Currently: | European Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | Fulcra Credit Opportunities Fund Class B |
| Currently: | High Yield Fixed Income |
| Requested Category: | Alternative Credit Focused |
| CIFSC Decision: | Approved |
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Mar
Results of Classification Reviews – Mar 26, 2020
| Fund: | Purpose Structured Equity Yield Portfolio Series A |
| Currently: | North American Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
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| Fund: | The McElvaine Investment Trust Series B |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Alternative Equity Focused |
| CIFSC Decision: | Approved |
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Feb
Results of Classification Reviews – Feb 27, 2020
| Fund: | Empire Life Strategic Corporate Bond GIF – 75/75 – Class K |
| Currently: | High Yield Fixed Income |
| Requested Category: | Global Corporate Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Mackenzie Global Environmental Equity Fund Series A |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Denied |
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| Fund: | Purpose Structured Equity Yield Portfolio Series A |
| Currently: | North American Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Deferred |
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| Fund: | Timbercreek Global Real Estate Income Fund Series A |
| Currently: | Real Estate Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | United Enhanced Income Pool (Class W units) |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | Tactical Balanced |
| CIFSC Decision: | Approved |
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Jan
Results of Classification Reviews – Jan 23, 2020
| Fund: | Franklin Quotential Balanced Growth Portfolio Series A |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Franklin Quotential Balanced Income Portfolio Series A |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | IA Wealth Balanced Portfolio Series A |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | IA Wealth Moderate Portfolio Series A |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Invesco Diversified Yield Class Series A |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Manulife TD Diversified Monthly Income GIF |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | RBC Target 2020 Education Fund Series A |
| Currently: | Short Term Target Date Portfolio |
| Requested Category: | Canadian Money Market |
| CIFSC Decision: | Approved |
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