Results of Reclassification
Select a year & month to see the results of the Classification Reviews from that meeting:
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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 |
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| Fund: | IPC Essentials ESG Balanced Portfolio |
| Currently: | Tactical Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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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 |
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| Fund: | Canada Life Canadian Growth Balanced Fund |
| Currently: | Tactical Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | NBI Canadian All Cap Equity Fund |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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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 |
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| Fund: | Sun Life MFS Diversified Income Fund Series D |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Symmetry Balanced Portfolio Series A |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Symmetry Conservative Income Portfolio Series A |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Symmetry Conservative Portfolio Series A |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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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 |
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| Fund: | Templeton Global Balanced Fund Series A |
| Currently: | Tactical Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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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 |
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| Fund: | Invesco S&P 500 Momentum Index ETF – CAD Units (MOM) |
| Currently: | Global Equity |
| Requested Category: | U.S. Equity |
| CIFSC Decision: | Approved |
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| Fund: | NCM Core International |
| Currently: | U.S. Equity |
| Requested Category: | International Equity |
| CIFSC Decision: | Approved |
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| Fund: | WaveFront Global Diversified Investment Class Series A |
| Currently: | Alternative Other |
| Requested Category: | Alternative Multi-Strategy |
| CIFSC Decision: | Approved |
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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 |
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| Fund: | Fidelity Greater Canada Fund Series B |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
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| Fund: | Fidelity Special Situations Class Series B |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
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| Fund: | Fidelity Special Situations Fund Series B |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
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| Fund: | Lysander-Canso Corporate Treasury Fund Series A |
| Currently: | Canadian Money Market |
| Requested Category: | Canadian Short Term Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Lysander-Canso U.S. Corporate Treasury Fund Series A |
| Currently: | Canadian Money Market |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
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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 |
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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 |
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| Fund: | Guardian Risk Managed Conservative Portfolio Series W |
| Currently: | Tactical Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Deferred |
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| Fund: | IA Clarington Inhance Conservative SRI Portfolio Series A |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | NBI Global Private Equity ETF (NGPE) |
| Currently: | Alternative Private Equity |
| Requested Category: | Alternative Equity Focused |
| CIFSC Decision: | Denied |
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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 |
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| Fund: | Purpose Structured Equity Yield Portfolio A |
| Currently: | Global Equity |
| Requested Category: | North American Equity |
| CIFSC Decision: | Approved |
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| Fund: | Purpose Structured Equity Growth Fund F |
| Currently: | Global Equity |
| Requested Category: | North American Equity |
| CIFSC Decision: | Approved |
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| Fund: | Canada Life Sustainable Balanced Portfolio |
| Currently: | Canadian Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Canada Life Sustainable Growth Portfolio |
| Currently: | Tactical Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | NCM Core International |
| Currently: | U.S. Equity |
| Requested Category: | International Equity |
| CIFSC Decision: | Denied |
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| Fund: | Russell Investments Balanced Pool |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Russell Investments Multi-Factor Global Balanced Pool |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | VPI Global Equity Pool |
| Currently: | Global Equity |
| Requested Category: | International Equity |
| CIFSC Decision: | Approved |
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| Fund: | CI Corporate Bond Fund |
| Currently: | High Yield Fixed Income |
| Requested Category: | Global Corporate Fixed Income |
| CIFSC Decision: | Approved |
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