Reclassification Results

Results of New Fund Reviews

Select a year & month to see the results of the Classification Reviews from that meeting:

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2021

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

Fund: Canada Life Balanced Fund (Beutel Goodman) Q Series
Currently: Canadian Neutral Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Approved

Fund: Canada Life Canadian Equity Fund (Laketon) Q
Currently: Canadian Focused Equity
Requested Category: Canadian Equity
CIFSC Decision: Approved

Fund: Chorus II Conservative Low Volatility Portfolio A-Class Units
Currently: Canadian Fixed Income Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Fund: Chorus II Moderate Low Volatility Portfolio A-Class Units
Currently: Canadian Fixed Income Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Fund: Fidelity Global Income Class Portfolio Series B
Currently: Global Fixed Income Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Deferred

Fund: Fidelity Global Income Portfolio Series B
Currently: Global Fixed Income Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Deferred

Fund: Fidelity NorthStar Balanced Fund Series B
Currently: Global Fixed Income Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Melodia Moderate Income Portfolio A Class
Currently: Global Neutral Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Fund: SocieTerra Balanced Portfolio A Class
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: SocieTerra Conservative Portfolio A Class
Currently: Canadian Fixed Income Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

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)

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

Fund: iProfile Canadian Equity Private Class Series I
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Canadian Equity
CIFSC Decision: Approved

Fund: iProfile Canadian Equity Private Pool Series I
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Canadian Equity
CIFSC Decision: Approved

Fund: iProfile Emerging Markets Private Class Series I
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Emerging Markets Equity
CIFSC Decision: Approved

Fund: iProfile Emerging Markets Private Pool Series I
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Emerging Markets Equity
CIFSC Decision: Approved

Fund: iProfile Fixed Income Private Pool Series I
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: Global Fixed Income
CIFSC Decision: Approved

Fund: iProfile International Equity Private Class Series I
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: International Equity
CIFSC Decision: Approved

Fund: iProfile International Equity Private Pool Series I
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: International Equity
CIFSC Decision: Approved

Fund: iProfile U.S. Equity Private Class Series I
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: U.S. Equity
CIFSC Decision: Approved

Fund: iProfile U.S. Equity Private Pool Series I
Currently: Miscellaneous – Undisclosed Holdings
Requested Category: U.S. Equity
CIFSC Decision: Approved

Fund: Signature Dividend Corporate Class (Class A shares)
Currently: Global Equity Balanced
Requested Category: Global Equity
CIFSC Decision: Denied

Fund: Signature Dividend Fund (Class A units)
Currently: Global Equity Balanced
Requested Category: Global Equity
CIFSC Decision: Denied

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

Fund: Invesco Canadian Premier Balanced Class A
Currently: Canadian Equity Balanced
Requested Category: Canadian Neutral Balanced
CIFSC Decision: Approved

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

Fund: Emerge ARK Autonomous Tech & Robotics ETF CAD Units (EAUT)
Currently: Sector Equity
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: Emerge ARK Fintech Innovation ETF CAD Units (EAFT)
Currently: Sector Equity
Requested Category: Global Equity
CIFSC Decision: Approved

Fund: Emerge ARK Genomics & Biotech ETF CAD Units (EAGB)
Currently: Sector Equity
Requested Category: Global Small/Mid Cap Equity
CIFSC Decision: Denied

Fund: NCM Norrep Fund Series A
Currently: Canadian Small/Mid Cap Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Approved