Results of Reclassification
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2024
Dec
Results of Classification Reviews – December 18, 2024
| Fund: | Desjardins Alt Long/Short Global Equity Markets ETF (DAMG) |
| Currently: | Alternative Equity Focused |
| Requested Category: | Alternative Market Neutral |
| CIFSC Decision: | Approved |
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| Fund: | Desjardins Dividend Growth Fund |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | Franklin Global Real Assets Fund |
| Currently: | Miscellaneous – Income and Real Property |
| Requested Category: | Alternative Private Equity |
| CIFSC Decision: | Denied |
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Nov
Results of Classification Reviews – November 27, 2024
| Fund: | Black Creek Focus Fund |
| Currently: | International Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | CI Mosaic Balanced ETF Portfolio |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | CI Mosaic Balanced Income ETF Portfolio Class |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | CI Mosaic Growth ETF Portfolio |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | CI Portfolio Series Balanced Fund |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | CI Portfolio Series Conservative Fund |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | CI Select 40i60e Managed Portfolio Corporate Class |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Compass Growth Portfolio |
| Currently: | Global Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | FÉRIQUE International Equity Fund |
| Currently: | International Equity |
| Requested Category: | International Equity |
| CIFSC Decision: | Approved |
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| Fund: | Manulife U.S. Dollar Strategic Income Fund |
| Currently: | Global Fixed Income |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Middlefield ActivEnergy Dividend Class |
| Currently: | Global Dividend & Income Equity |
| Requested Category: | Energy Equity |
| CIFSC Decision: | Approved |
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| Fund: | NBI Global Real Assets Income ETF (NREA) |
| Currently: | Global Dividend & Income Equity |
| Requested Category: | Global Infrastructure Equity |
| CIFSC Decision: | Approved |
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| Fund: | Oak Hill Nexpoint Global Merger Arbitrage Fund |
| Currently: | Alternative Multi-Strategy |
| Requested Category: | Alternative Equity Focused |
| CIFSC Decision: | Approved |
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| Fund: | Wise Moderate ETF Portfolio |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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Sep
Results of Classification Reviews – September 25, 2024
| Fund: | Algonquin Fixed Income 2.0 Fund |
| Currently: | Alternative Credit Focused |
| Requested Category: | Canadian Corporate Fixed Income |
| CIFSC Decision: | Denied |
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| Fund: | Dynamic Power Global Balanced Class |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Denied |
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| Fund: | Fidelity Canadian Large Cap Multi-Asset Base Fund |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
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| Fund: | Invesco Global Equity Income Advantage Fund |
| Currently: | Global Equity |
| Requested Category: | Global Dividend & Income Equity |
| CIFSC Decision: | Approved |
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Aug
Results of Classification Reviews – August 27, 2024
| Fund: | Fidelity Cdn Bond Core Plus Instl Tr |
| Currently: | Miscellaneous – Other |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Fidelity Select Global Eq Instl Tr |
| Currently: | Miscellaneous – Other |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | Invesco Global Equity Income Advantage Fund |
| Currently: | Global Equity |
| Requested Category: | Global Dividend & Income Equity |
| CIFSC Decision: | Deferred |
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| Fund: | Manulife TD Emerald Hedged Intl Eq Idx |
| Currently: | Miscellaneous – Other |
| Requested Category: | International Equity |
| CIFSC Decision: | Approved |
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| Fund: | Russell Investments Real Assets |
| Currently: | Global Equity Balanced |
| Requested Category: | Miscellaneous – Income and Real Property |
| CIFSC Decision: | Deferred |
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| Fund: | Sun Life MFS Global Core Plus Bond Fund |
| Currently: | Emerging Markets Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Vanguard Retirement Income ETF Portfolio (VRIF) |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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Jul
Results of Classification Reviews – July 24, 2024
| Fund: | Dynamic Equity Income Fund |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Approved |
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| Fund: | Franklin U.S. Monthly Income Fund |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | iA Global Fixed Income (PIMCO) Fund |
| Currently: | Global Fixed Income |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Pratte Global Equity Fund |
| Currently: | North American Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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Jun
Results of Classification Reviews – June 27, 2024
| Fund: | AGF Enhanced U.S. Equity Income Fund |
| Currently: | U.S. Equity |
| Requested Category: | U.S. Dividend & Income Equity |
| CIFSC Decision: | Approved |
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| Fund: | Canadian Equity Value Corporate Class |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | Canoe Premium Yield Fund |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Miscellaneous – Income and Real Property |
| CIFSC Decision: | Approved |
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| Fund: | CC&L Equity Income and Growth (SMA) |
| Currently: | Tactical Balanced |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Approved |
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| Fund: | CC&L Equity Income and Growth Plus (SMA) |
| Currently: | Global Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Approved |
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| Fund: | Global Income Allocation Corporate Class |
| Currently: | Tactical Balanced |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Global Income Allocation Pool |
| Currently: | Tactical Balanced |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Onex Dividend Distribution Series F |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Miscellaneous – Other |
| CIFSC Decision: | Denied |
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| Fund: | Russell Investments Fixed Income Plus Pool |
| Currently: | Multi-Sector Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Denied |
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May
Results of Classification Reviews – May 22, 2024
| Fund: | Canada Life Canadian Small Cap Growth |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | Franklin International Low Volatility High Dividend Index ETF (FLVI) |
| Currently: | Global Dividend & Income Equity |
| Requested Category: | International Equity |
| CIFSC Decision: | Approved |
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| Fund: | Manulife MIM Canadian Corporate Fixed Income Fund |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Corporate Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | RBC O’Shaughnessy All-Canadian Equity Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | SEI Global Balanced Growth Pool |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Denied |
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| Fund: | Sun Life Tactical Fixed Income ETF Portfolio |
| Currently: | Multi-Sector Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Denied |
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Apr
Results of Classification Reviews – April 24, 2024
| Fund: | Lysander-Canso Bond Fund |
| Currently: | Canadian Short Term Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Beneva TD Global Dividend Equity GIF |
| Currently: | Global Equity |
| Requested Category: | Global Dividend & Income Equity |
| CIFSC Decision: | Approved |
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| Fund: | TURN8 Fixed Income Fund |
| Currently: | North American Equity |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | IPC Private Wealth Visio Balanced Growth Pool |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Middlefield Innovation Dividend Class |
| Currently: | Global Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | Middlefield Innovation Dividend ETF (MINN) |
| Currently: | Global Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | Nymbus Sustainable Enhanced Bonds Fund |
| Currently: | Alternative Credit Focused |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Scotia Essentials Maximum Growth Portfolio |
| Currently: | Global Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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Mar
Results of Classification Reviews – March 27, 2024
| Fund: | AGF Global Real Assets Fund (AGLR) |
| Currently: | Global Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Bristol Gate Concentrated Canadian Equity ETF (BGC) |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | CI WisdomTree Canada Quality Dividend Growth Index Fund |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Approved |
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| Fund: | CWB Core Equity Fund |
| Currently: | Canadian Focused Equity |
| Requested Category: | North American Equity |
| CIFSC Decision: | Approved |
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| Fund: | Mackenzie Global Dividend Fund |
| Currently: | Global Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | Nymbus Sustainable Enhanced Short-Term Bonds Fund |
| Currently: | Alternative Credit Focused |
| Requested Category: | Canadian Short Term Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | TD Cash Management ETF (TCSH) |
| Currently: | Canadian Money Market |
| Requested Category: | Canadian Short Term Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Trez Capital Yield Trust |
| Currently: | Global Fixed Income |
| Requested Category: | Alternative Private Debt |
| CIFSC Decision: | Approved |
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| Fund: | Trez Capital Yield Trust |
| Currently: | Global Fixed Income |
| Requested Category: | Alternative Private Debt |
| CIFSC Decision: | Approved |
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Feb
Results of Classification Reviews – February 28, 2024
| Fund: | CDSPI Canadian Equity Corp Cl (CI) |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
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