Results of Reclassification
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2023
Nov
Results of Classification Reviews – November 22, 2023
| Fund: | Mackenzie FuturePath Canadian Growth Fund |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
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| Fund: | Mackenzie USD Greenchip Global Environmental All Cap Fund |
| Currently: | Global Equity |
| Requested Category: | Global Small/Mid Cap Equity |
| CIFSC Decision: | Approved |
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| Fund: | Manulife Global Balanced Fund |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Declined |
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| Fund: | Manulife Strategic Income Fund |
| Currently: | Multi-Sector Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Declined |
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| Fund: | Tall Oak Capital Appreciation Pool |
| Currently: | North American Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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Oct
Results of Classification Reviews – October 25, 2023
| Fund: | BMO Tactical Global Equity ETF Fund |
| Currently: | Global Equity |
| Requested Category: | Tactical Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Brompton Split Corp. Preferred Share ETF (SPLT) |
| Currently: | Alternative Credit Focused |
| Requested Category: | Preferred Share Fixed Income |
| CIFSC Decision: | Declined |
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| Fund: | CI Canadian Balanced Corporate Class |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | CI Canadian Balanced Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Approved |
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Sep
Results of Classification Reviews – September 27, 2023
| Fund: | AGF Systematic Global Multi-Sector Bond ETF (QGB) |
| Currently: | Multi-Sector Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Capital Group Monthly Income Portfolio (Canada) |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Exemplar Global Growth and Income |
| Currently: | Tactical Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Declined |
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| Fund: | Exemplar Growth and Income Fund |
| Currently: | Tactical Balanced |
| Requested Category: | Canadian Equity Balanced |
| CIFSC Decision: | Declined |
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| Fund: | iShares Exponential Technologies Index ETF (XEXP) |
| Currently: | Global Equity |
| Requested Category: | Sector Equity |
| CIFSC Decision: | Approved |
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| Fund: | iShares Global Clean Energy Index ETF (XCLN) |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | Sector Equity |
| CIFSC Decision: | Approved |
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| Fund: | NBI Global Tactical Bond Fund |
| Currently: | Multi-Sector Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Declined |
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| Fund: | Purpose Global Flexible Credit Fund |
| Currently: | Floating Rate Loan |
| Requested Category: | High Yield Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Sun GIF Solutions Sun Life MFS Diversified Income |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Westmount Alternative Income Fund |
| Currently: | Alternative Credit Focused |
| Requested Category: | Alternative Private Debt |
| CIFSC Decision: | Approved |
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Aug
Results of Classification Reviews – August 23, 2023
| Fund: | CI Dividend Income and Growth Corporate Class |
| Currently: | Global Equity Balanced |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Declined |
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| Fund: | CI Dividend Income and Growth Fund |
| Currently: | Global Equity Balanced |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Declined |
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| Fund: | Dynamic Corporate Bond Strategies Fund |
| Currently: | Canadian Corporate Fixed Income |
| Requested Category: | Canadian Corporate Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | EdgePoint Canadian Portfolio |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | Dynamic Corporate Bond Strategies Class |
| Currently: | Canadian Corporate Fixed Income |
| Requested Category: | Canadian Corporate Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Manulife Corporate Fixed Income Private Trust |
| Currently: | Multi-Sector Fixed Income |
| Requested Category: | High Yield Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Penmore Balanced Portfolio Series P |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Declined |
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| Fund: | TCI Premia Real Assets Private Pool |
| Currently: | Real Estate Equity |
| Requested Category: | Alternative Other |
| CIFSC Decision: | Declined |
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| Fund: | TD Fixed Income Pool |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | iShares Global Clean Energy Index ETF (XCLN) |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | Sector Equity |
| CIFSC Decision: | Deferred |
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Jul
Results of Classification Reviews – July 25, 2023
| Fund: | BMO Managed Conservative Portfolio |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | BMO Strategic Equity Yield Fund |
| Currently: | Global Equity |
| Requested Category: | North American Equity |
| CIFSC Decision: | Approved |
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| Fund: | CI Dividend Income and Growth Fund |
| Currently: | Global Equity Balanced |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Deferred |
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| Fund: | iShares Canadian Value Index ETF (XCV) |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | iShares Exponential Technologies Index ETF (XEXP) |
| Currently: | Global Equity |
| Requested Category: | Sector Equity |
| CIFSC Decision: | Deferred |
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| Fund: | iShares Global Clean Energy Index ETF (XCLN) |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | Sector Equity |
| CIFSC Decision: | Deferred |
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| Fund: | Manulife Corporate Fixed Income Private Trust |
| Currently: | Multi-Sector Fixed Income |
| Requested Category: | High Yield Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Penmore Balanced Portfolio Series P |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Deferred |
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| Fund: | TCI Premia Real Assets Private Pool |
| Currently: | Real Estate Equity |
| Requested Category: | Alternative Other |
| CIFSC Decision: | Deferred |
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| Fund: | TD Global Technology Leaders CAD Hedged Index ETF (TECX) |
| Currently: | Global Equity |
| Requested Category: | Sector Equity |
| CIFSC Decision: | Approved |
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Jun
Results of Classification Reviews – June 28, 2023
| Fund: | Purpose Global Bond Class |
| Currently: | Global Fixed Income |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Franklin Brandywine Global Sustainable Income Optimizer Fund |
| Currently: | Global Fixed Income |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Franklin Brandywine Global Sustainable Income Optimizer Active ETF |
| Currently: | Global Fixed Income |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | CC&L Market Neutral 2 Fund |
| Currently: | Alternative Equity Focused |
| Requested Category: | Alternative Market Neutral |
| CIFSC Decision: | Approved |
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| Fund: | BMO High Quality Corporate Bond Index ETF |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Corporate Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | BMO ESG Corporate Bond Index ETF ESGB |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Corporate Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Russell Investments Global Unconstrained Bond Class |
| Currently: | NULL |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Russell Investments Global Credit Class |
| Currently: | NULL |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Russell Investments Fixed Income Plus Class |
| Currently: | NULL |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | NEI Global Total Return Bond Series A |
| Currently: | Multi-Sector Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Declined |
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| Fund: | AGF Strategic Income Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | iA Green Bond (AlphaFixe) |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | iA Bond – FC |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Purpose Global Bond Class |
| Currently: | Global Fixed Income |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Franklin Brandywine Global Sustainable Income Optimizer Fund |
| Currently: | Global Fixed Income |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Franklin Brandywine Global Sustainable Income Optimizer Active ETF |
| Currently: | Global Fixed Income |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | CC&L Market Neutral 2 Fund |
| Currently: | Alternative Equity Focused |
| Requested Category: | Alternative Market Neutral |
| CIFSC Decision: | Approved |
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| Fund: | BMO High Quality Corporate Bond Index ETF |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Corporate Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | BMO ESG Corporate Bond Index ETF ESGB |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Corporate Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Russell Investments Global Unconstrained Bond Class |
| Currently: | NULL |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Russell Investments Global Credit Class |
| Currently: | NULL |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Russell Investments Fixed Income Plus Class |
| Currently: | NULL |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | NEI Global Total Return Bond Series A |
| Currently: | Multi-Sector Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Declined |
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| Fund: | AGF Strategic Income Fund |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | iA Green Bond (AlphaFixe) |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | iA Bond – FC |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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May
Results of Classification Reviews – May 24, 2023
| Fund: | Sun Life MFS Canadian Equity Fund |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | Desjardins Floating Rate Income Fund |
| Currently: | High Yield Fixed Income |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Sunwise Elite RBC Canadian Dividend |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | North American Equity |
| CIFSC Decision: | Approved |
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| Fund: | Sunwise Essential RBC Canadian Dividend |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | North American Equity |
| CIFSC Decision: | Approved |
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| Fund: | Sun GIF Solutions Sun Life MFS Low Volatility International Equity |
| Currently: | International Equity |
| Requested Category: | U.S. Equity |
| CIFSC Decision: | Declined |
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| Fund: | Mawer Balanced Fund |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | NBI Global Private Equity ETF (NGPE) |
| Currently: | Alternative Private Equity |
| Requested Category: | Sector Equity |
| CIFSC Decision: | Approved |
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Apr
Results of Classification Reviews – Apr 26, 2023
| Fund: | Canada Life Global Multi-Sector Fixed Income Fund |
| Currently: | Global Fixed Income |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Canada Life Pathways Global Multi Sector Bond Fund |
| Currently: | Global Fixed Income |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Canada Life Unconstrained Fixed Income Fund |
| Currently: | Global Fixed Income |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Mawer Balanced Fund |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Mawer Global Balanced Fund |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Declined |
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| Fund: | NBI Global Private Equity ETF (NGPE) |
| Currently: | Alternative Private Equity |
| Requested Category: | Sector Equity |
| CIFSC Decision: | Deferred |
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| Fund: | NBI Non-Traditional Fixed Income Private Portfolio |
| Currently: | Multi-Sector Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Declined |
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Mar
Results of Classification Reviews – Mar 22, 2023
| Fund: | Canada Life Pathways Global Core Plus Bond Fund |
| Currently: | Multi-Sector Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Equitable Life Fidelity Special Situations Fund |
| Currently: | Canadian Focused Small/Mid Cap Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
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| Fund: | Lysander-Canso Floating Rate ActivETF (LYFR) |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Short Term Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Lysander-Patient Capital Equity Fund |
| Currently: | N/A |
| Requested Category: | Global Equity |
| CIFSC Decision: | Deferred |
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| Fund: | Pathways Global Core Plus Bond |
| Currently: | Multi-Sector Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Viewpoint Global Fund Trust |
| Currently: | Tactical Balanced |
| Requested Category: | Alternative Multi-Strategy |
| CIFSC Decision: | Approved |
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| Fund: | Viewpoint Global Fund Trust Class A U$ |
| Currently: | Tactical Balanced |
| Requested Category: | Alternative Multi-Strategy |
| CIFSC Decision: | Approved |
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Feb
Results of Classification Reviews – Feb 23, 2023
| Fund: | Capital Group Multi-Sector Income Fund (Canada) |
| Currently: | High Yield Fixed Income |
| Requested Category: | Multi Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Dynamic Credit Spectrum Fund |
| Currently: | High Yield Fixed Income |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Declined |
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| Fund: | Mackenzie Global Tactical Bond Fund |
| Currently: | Multi Sector Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | NBI Innovators Fund |
| Currently: | Sector Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | RISE Properties Trust |
| Currently: | Alternative Private Equity |
| Requested Category: | Miscellaneous – Income and Real Property |
| CIFSC Decision: | Approved |
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| Fund: | RP Strategic Income Plus Fund |
| Currently: | Multi Sector Fixed Income |
| Requested Category: | Global Corporate Fixed Income |
| CIFSC Decision: | Approved |
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Jan
Results of Classification Reviews – Jan 26, 2023
| Fund: | Equitable Life Mackenzie Unconstrained Fixed Income Fund Select |
| Currently: | High Yield Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Mackenzie Strategic Income Fund |
| Currently: | Global Neutral Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | TD Retirement Balanced Portfolio |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | TD Retirement Conservative Portfolio |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | TD US$ Retirement Portfolio |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | IG Mackenzie Strategic Income Fund |
| Currently: | Global Neutral Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Approved |
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