Results of New Fund Reviews
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2021
Aug
Results of Classification Reviews – August 26, 2021
| Fund: | IA Clarington Canadian Leaders Class Series A |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
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| Fund: | Invesco Pure Canadian Equity Fund Series A |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | IPC Global Income & Growth Portfolio Series A |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Denied |
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| Fund: | VPI Canadian Equity Pool – Series A |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
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Jul
Results of Classification Reviews – July 22, 2021
| Fund: | Fidelity Multi-Asset Innovation Fund Series F |
| Currently: | Tactical Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | IG Core Portfolio – Income Focus Series C |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | IG Core Portfolio Class – Income Balanced Series A |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | IG Core Portfolio Income Balanced Series C |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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Jun
Results of Classification Reviews – June 24, 2021
| Fund: | BMO FNB Income |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Short Term Target Date Portfolio |
| CIFSC Decision: | Denied |
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| Fund: | Fidelity ClearPath Income Portfolio Series B |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Short Term Target Date Portfolio |
| CIFSC Decision: | Denied |
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| Fund: | VCIM Income Fund Series O |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Approved |
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May
Results of Classification Reviews – May 27, 2021
| Fund: | AGF Global Sustainable Balanced Class MF |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | AGF Global Sustainable Balanced Fund MF |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | CL Disciplined Growth |
| Currently: | North American Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Deferred |
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| Fund: | Fidelity Global Income Class Portfolio Series B |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Deferred |
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| Fund: | Fidelity Global Income Portfolio Series B |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Deferred |
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| Fund: | The McElvaine Investment Trust Series B |
| Currently: | Alternative Equity Focused |
| Requested Category: | Canadian Focused Small/Mid Cap Equity |
| CIFSC Decision: | Approved |
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Apr
Results of Classification Reviews – Apr 22, 2021
| Fund: | Adaptive ETF Global Tactical Fund Series O |
| Currently: | Tactical Balanced |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | Canada Life Balanced Fund (Beutel Goodman) Q Series |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Canada Life Canadian Equity Fund (Laketon) Q |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | Chorus II Conservative Low Volatility Portfolio A-Class Units |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Chorus II Moderate Low Volatility Portfolio A-Class Units |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Fidelity Global Income Class Portfolio Series B |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Deferred |
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| Fund: | Fidelity Global Income Portfolio Series B |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Deferred |
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| Fund: | Fidelity NorthStar Balanced Fund Series B |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Melodia Moderate Income Portfolio A Class |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | SocieTerra Balanced Portfolio A Class |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | SocieTerra Conservative Portfolio A Class |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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Mar
Results of Classification Reviews – Mar 25, 2021
| Fund: | First Trust Indxx NextG ETF Units (NXTG) |
| Currently: | Energy Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Sector Equity (Modified Approval) |
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| Fund: | First Trust Nasdaq Clean Edge Green Energy ETF Units (QLCN) |
| Currently: | Financial Services Equity |
| Requested Category: | Global Small/Mid Cap Equity |
| CIFSC Decision: | Approved |
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| Fund: | iProfile Canadian Equity Private Class Series I |
| Currently: | Miscellaneous – Undisclosed Holdings |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | iProfile Canadian Equity Private Pool Series I |
| Currently: | Miscellaneous – Undisclosed Holdings |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | iProfile Emerging Markets Private Class Series I |
| Currently: | Miscellaneous – Undisclosed Holdings |
| Requested Category: | Emerging Markets Equity |
| CIFSC Decision: | Approved |
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| Fund: | iProfile Emerging Markets Private Pool Series I |
| Currently: | Miscellaneous – Undisclosed Holdings |
| Requested Category: | Emerging Markets Equity |
| CIFSC Decision: | Approved |
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| Fund: | iProfile Fixed Income Private Pool Series I |
| Currently: | Miscellaneous – Undisclosed Holdings |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | iProfile International Equity Private Class Series I |
| Currently: | Miscellaneous – Undisclosed Holdings |
| Requested Category: | International Equity |
| CIFSC Decision: | Approved |
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| Fund: | iProfile International Equity Private Pool Series I |
| Currently: | Miscellaneous – Undisclosed Holdings |
| Requested Category: | International Equity |
| CIFSC Decision: | Approved |
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| Fund: | iProfile U.S. Equity Private Class Series I |
| Currently: | Miscellaneous – Undisclosed Holdings |
| Requested Category: | U.S. Equity |
| CIFSC Decision: | Approved |
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| Fund: | iProfile U.S. Equity Private Pool Series I |
| Currently: | Miscellaneous – Undisclosed Holdings |
| Requested Category: | U.S. Equity |
| 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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Feb
Results of Classification Reviews – Feb 25, 2021
| Fund: | Fidelity Multi-Asset Innovation Fund Series F |
| Currently: | Tactical Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Denied |
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| Fund: | Invesco Canadian Premier Balanced Class A |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Approved |
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Jan
Results of Classification Reviews – Jan 28, 2021
| Fund: | Emerge ARK AI & Big Data ETF CAD Units (EAAI) |
| Currently: | Sector Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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Fund: | Emerge ARK Autonomous Tech & Robotics ETF CAD Units (EAUT) |
| Currently: | Sector Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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Fund: | Emerge ARK Fintech Innovation ETF CAD Units (EAFT) |
| Currently: | Sector Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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Fund: | Emerge ARK Genomics & Biotech ETF CAD Units (EAGB) |
| Currently: | Sector Equity |
| Requested Category: | Global Small/Mid Cap Equity |
| CIFSC Decision: | Denied |
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Fund: | NCM Norrep Fund Series A |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
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