Reclassification Results

Results of Reclassification

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

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2022

Apr

Results of Classification Reviews – Apr 28, 2022

Fund: Fidelity Greater Canada Class Series B
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Approved

Fund: Fidelity Greater Canada Fund Series B
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Approved

Fund: Fidelity Special Situations Class Series B
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Approved

Fund: Fidelity Special Situations Fund Series B
Currently: Canadian Focused Small/Mid Cap Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Approved

Fund: Lysander-Canso Corporate Treasury Fund Series A
Currently: Canadian Money Market
Requested Category: Canadian Short Term Fixed Income
CIFSC Decision: Approved

Fund: Lysander-Canso U.S. Corporate Treasury Fund Series A
Currently: Canadian Money Market
Requested Category: Global Fixed Income
CIFSC Decision: Approved

Mar

Results of Classification Reviews – Mar 24, 2022

Fund: Guardian Risk Managed Conservative Portfolio Series W
Currently: Tactical Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Denied

Feb

Results of Classification Reviews – Feb 24, 2022

Fund: Dynamic Dollar-Cost Averaging Fund Series A
Currently: Miscellaneous – Income and Real Property
Requested Category: Canadian Money Market
CIFSC Decision: Approved

Fund: Guardian Risk Managed Conservative Portfolio Series W
Currently: Tactical Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Deferred

Fund: IA Clarington Inhance Conservative SRI Portfolio Series A
Currently: Global Fixed Income Balanced
Requested Category: Canadian Fixed Income Balanced
CIFSC Decision: Approved

Fund: NBI Global Private Equity ETF (NGPE)
Currently: Alternative Private Equity
Requested Category: Alternative Equity Focused
CIFSC Decision: Denied

Jan

Results of Classification Reviews – Jan 27, 2022

Fund: United Canadian Equity Alpha Corporate Class
Currently: Canadian Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Approved

Fund: Purpose Structured Equity Yield Portfolio A
Currently: Global Equity
Requested Category: North American Equity
CIFSC Decision: Approved

Fund: Purpose Structured Equity Growth Fund F
Currently: Global Equity
Requested Category: North American Equity
CIFSC Decision: Approved

Fund: Canada Life Sustainable Balanced Portfolio
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Canada Life Sustainable Growth Portfolio
Currently: Tactical Balanced
Requested Category: Global Equity Balanced
CIFSC Decision: Approved

Fund: NCM Core International
Currently: U.S. Equity
Requested Category: International Equity
CIFSC Decision: Denied

Fund: Russell Investments Balanced Pool
Currently: Global Neutral Balanced
Requested Category: Global Fixed Income Balanced
CIFSC Decision: Approved

Fund: Russell Investments Multi-Factor Global Balanced Pool
Currently: Global Neutral Balanced
Requested Category: Global Equity Balanced
CIFSC Decision: Approved

Fund: VPI Global Equity Pool
Currently: Global Equity
Requested Category: International Equity
CIFSC Decision: Approved

Fund: CI Corporate Bond Fund
Currently: High Yield Fixed Income
Requested Category: Global Corporate Fixed Income
CIFSC Decision: Approved