Results of Reclassification
Select a year & month to see the results of the Classification Reviews from that meeting:
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2026
June
Results of Classification Reviews – June 24, 2026
| Fund: | SavvyLong (2X) MSTR ETF (MSTU) |
| Currently: | Passive Inverse/Leveraged |
| Requested Category: | Alternative Other |
| CIFSC Decision: | Approved |
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| Fund: | BlueBay High Income Credit Fund |
| Currently: | Alternative Credit Focused |
| Requested Category: | Global Core Plus Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Clarica SF Premier CI Emerging Markets Fund |
| Currently: | Asia Pacific Equity |
| Requested Category: | Emerging Markets Equity |
| CIFSC Decision: | Approved |
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| Fund: | Pender Alternative Multi-Strategy Growth Fund |
| Currently: | Alternative Multi-Strategy |
| Requested Category: | Alternative Multi-Strategy |
| CIFSC Decision: | Approved |
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| Fund: | Russell Investments Real Assets |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | Evolve Global Healthcare Enhanced Yield Fund (LIFE.B) |
| Currently: | Sector Equity |
| Requested Category: | Healthcare Equity |
| CIFSC Decision: | Approved |
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| Fund: | Evolve Global Materials & Mining Enhanced Yield Index ETF (BASE) |
| Currently: | Sector Equity |
| Requested Category: | Natural Resources Equity |
| CIFSC Decision: | Approved |
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| Fund: | BMO Premium Yield ETF (ZPAY) |
| Currently: | U.S. Equity |
| Requested Category: | Miscellaneous – Income and Real Property |
| CIFSC Decision: | Approved |
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| Fund: | Fidelity Advantage Ether ETF (FETH) |
| Currently: | Alternative Digital Assets |
| Requested Category: | Alternative Digital Assets |
| CIFSC Decision: | Approved |
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| Fund: | BMO Strategic Equity Yield Fund |
| Currently: | North American Equity |
| Requested Category: | Miscellaneous – Income and Real Property |
| CIFSC Decision: | Approved |
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| Fund: | BMO Premium Yield ETF Fund |
| Currently: | U.S. Equity |
| Requested Category: | Miscellaneous – Income and Real Property |
| CIFSC Decision: | Approved |
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| Fund: | BMO Strategic Fixed Income Yield Fund |
| Currently: | Global Fixed Income |
| Requested Category: | Miscellaneous – Income and Real Property |
| CIFSC Decision: | Approved |
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| Fund: | iShares Flexible Monthly Income ETF (XFLX) |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Evolve International Equity UltraYield ETF (INTY) |
| Currently: | International Equity |
| Requested Category: | Alternative Equity Focused |
| CIFSC Decision: | Approved |
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May
Results of Classification Reviews – May 27, 2026
| Fund: | NCM Global Balanced Retirement Fund |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Phillips, Hager & North PRisM Long Corporate Bond |
| Currently: | Canadian Long Term Fixed Income |
| Requested Category: | Canadian Corporate Fixed Income |
| CIFSC Decision: | Denied |
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| Fund: | Fidelity NorthStar Fund |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | Mulvihill Enhanced Split Preferred Share ETF (SPFD) |
| Currently: | Alternative Equity Focused |
| Requested Category: | Alternative Credit Focused |
| CIFSC Decision: | Approved |
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| Fund: | Purpose Total Return Bond Fund |
| Currently: | Multi-Sector Fixed Income |
| Requested Category: | High Yield Fixed Income |
| CIFSC Decision: | Approved |
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Apr
Results of Classification Reviews – April 22, 2026
| Fund: | Fidelity NorthStar Fund |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Deferred |
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| Fund: | Purpose Total Return Bond Fund |
| Currently: | Multi-Sector Fixed Income |
| Requested Category: | High Yield Fixed Income |
| CIFSC Decision: | Deferred |
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| Fund: | PH&N Enhanced Corporate Bond Trust Series O |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Corporate Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | NCM Global Equity Balanced Portfolio Series A |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Deferred |
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| Fund: | CI Enhanced Short Duration Bond Fund |
| Currently: | Global Core Plus Fixed Income |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Denied |
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| Fund: | Global X BetaPro Inverse Bitcoin ETF (BITI) |
| Currently: | Alternative Other |
| Requested Category: | Passive Inverse/Leveraged |
| CIFSC Decision: | Approved |
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| Fund: | Mackenzie Inflation-Focused Fund |
| Currently: | Global Neutral Balanced |
| Requested Category: | Tactical Balanced |
| CIFSC Decision: | Approved |
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Mar
Results of Classification Reviews – March 25, 2026
| Fund: | Middlefield Short Duration Bond Plus Fund |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Multi-Sector Fixed Income |
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| Fund: | Fidelity NorthStar Fund |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Deferred |
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| Fund: | Purpose Total Return Bond Fund |
| Currently: | Multi-Sector Fixed Income |
| Requested Category: | High Yield Fixed Income |
| CIFSC Decision: | Deferred |
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| Fund: | Global X BetaPro Inverse Bitcoin ETF (BITI) |
| Currently: | Alternative Other |
| Requested Category: | Passive Inverse/Leveraged |
| CIFSC Decision: | Deferred |
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| Fund: | TD Options Premium Income Pool |
| Currently: | Miscellaneous – Other |
| Requested Category: | Miscellaneous – Income and Real Property |
| CIFSC Decision: | Approved |
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| Fund: | Elite Index Plus Conservative Unified Portfolio |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Capstone Biblically Informed Canadian Equity Fund |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Approved |
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Feb
Results of Classification Reviews – February 25, 2026
| Fund: | Fidelity NorthStar Fund |
| Currently: | Global Small/Mid Cap Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Deferred |
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| Fund: | Middlefield Short Duration Bond Plus Fund |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Deferred |
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| Fund: | CI Select Staging Fund |
| Currently: | Miscellaneous – Income and Real Property |
| Requested Category: | Canadian Money Market |
| CIFSC Decision: | Approved |
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| Fund: | Desjardins Sustainable Conservative Portfolio |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Vision Alternative Income Fund Class |
| Currently: | Alternative Multi-Strategy |
| Requested Category: | Alternative Equity Focused |
| CIFSC Decision: | Approved |
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| Fund: | CI Global Real Asset Private Pool |
| Currently: | Global Equity |
| Requested Category: | Miscellaneous – Income and Real Property |
| CIFSC Decision: | Denied |
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| Fund: | Vision Opportunity TE & NON-U.S. Fund LP |
| Currently: | Alternative Market Neutral |
| Requested Category: | Alternative Equity Focused |
| CIFSC Decision: | Approved |
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Jan
Results of Classification Reviews – January 28, 2026
| Fund: | AMD (AMD) Yield Shares Purpose ETF (YAMD) |
| Currently: | Alternative Equity Focused |
| Requested Category: | Alternative Other |
| CIFSC Decision: | Approved |
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| Fund: | META (META) Yield Shares Purpose ETF (YMET) |
| Currently: | Alternative Equity Focused |
| Requested Category: | Alternative Other |
| CIFSC Decision: | Approved |
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| Fund: | Yield Shares (JPYS) Purpose ETF (JPYS) |
| Currently: | Alternative Equity Focused |
| Requested Category: | Alternative Other |
| CIFSC Decision: | Approved |
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| Fund: | CI Global Alpha Innovators Corporate Class |
| Currently: | Sector Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | CI Global Alpha Innovators ETF |
| Currently: | Sector Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | Desjardins Active Strategy Conservative Portfolio |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Dynamic Retirement Income Fund |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | iShares Flexible Monthly Income ETF (XFLI) |
| Currently: | Alternative Credit Focused |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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