Reclassification Results

Results of Reclassification

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2022

Sep

Results of Classification Reviews – September 22, 2022

Fund: Dynamic Blue Chip Balanced Fund
Currently: Global Equity Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: IPC Essentials ESG Balanced Portfolio
Currently: Tactical Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Aug

Results of Classification Reviews – August 25, 2022

Fund: Canada Life Canadian Focused Value Fund
Currently: Canadian Equity
Requested Category: Canadian Focused Equity
CIFSC Decision: Approved

Fund: Canada Life Canadian Growth Balanced Fund
Currently: Tactical Balanced
Requested Category: Canadian Equity Balanced
CIFSC Decision: Approved

Fund: NBI Canadian All Cap Equity Fund
Currently: Canadian Focused Equity
Requested Category: Canadian Equity
CIFSC Decision: Approved

Jul

Results of Classification Reviews – July 28, 2022

Fund: Equitable Life Asset Allocation Fund
Currently: Tactical Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Sun Life MFS Diversified Income Fund Series D
Currently: Canadian Dividend & Income Equity
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

Fund: Symmetry Balanced Portfolio Series A
Currently: Canadian Neutral Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

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

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

Jun

Results of Classification Reviews – June 23, 2022

Fund: Canoe Global Private Equity Fund Series A
Currently: Alternative Other
Requested Category: Alternative Private Equity
CIFSC Decision: Approved

Fund: Templeton Global Balanced Fund Series A
Currently: Tactical Balanced
Requested Category: Global Neutral Balanced
CIFSC Decision: Approved

May

Results of Classification Reviews – May 26, 2022

Fund: Hillsdale Canadian Low Volatility Equity Fund Series A CA$
Currently: Alternative Equity Focused
Requested Category: Canadian Equity
CIFSC Decision: Approved

Fund: Invesco S&P 500 Momentum Index ETF – CAD Units (MOM)
Currently: Global Equity
Requested Category: U.S. Equity
CIFSC Decision: Approved

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

Fund: WaveFront Global Diversified Investment Class Series A
Currently: Alternative Other
Requested Category: Alternative Multi-Strategy
CIFSC Decision: Approved

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