Results of New Fund Reviews
An investment fund is considered “new” from the date of its inception. Once the fund has registered with at least one of the data provider firms on the CIFSC, the fund is brought to the Committee’s monthly meeting for placement into the most appropriate category. The committee will estimate the most appropriate category based on the fund’s stated intentions (as described in the fund’s investment objective and strategy).
2020
Feb
Results of New Fund Reviews – Feb 27, 2020
| Fund: | 1832 AM Investment Grade Canadian Corporate Bond Pool Series I |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | Desjardins fin’l BlackRock LifePath 2060 Index |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Desjardins fin’l Fidelity PassageMD 2060 |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | Desjardins SocieTerra Diversity Fund A-Class units |
| Category Placement: | Global Equity |
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| Fund: | Dynamic Active Global Infrastructure ETF (DXN) |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | Dynamic Active International Dividend ETF (DXW) |
| Category Placement: | International Equity |
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| Fund: | Fidelity Absolute Return Fund Series B |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Fidelity Blue Chip Growth Institutional Trust |
| Category Placement: | US Equity |
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| Fund: | Fidelity Canadian Corporate Bond Institutional Trust |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | Fidelity Canadian Government Bond Index Institutional Trust |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Fidelity Large Cap Stock Institutional Trust |
| Category Placement: | US Equity |
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| Fund: | Fidelity U.S. Small/Mid Cap Core Institutional Trust |
| Category Placement: | US Small/Mid Cap Equity |
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| Fund: | Fidelity Value Discovery Institutional Trust |
| Category Placement: | US Equity |
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| Fund: | Fieldhouse Oasis Growth Fund Class B |
| Category Placement: | North American Equity |
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| Fund: | First Trust Cboe Vest U.S. Equity Buffer ETF – November Hedged Units (NOVB.F) |
| Category Placement: | U.S. Equity |
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| Fund: | First Trust Cboe Vest U.S. Equity Deep Buffer ETF – February Units (FEBU) |
| Category Placement: | U.S. Equity |
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| Fund: | GBC Corporate Bond Fund |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | GBC Global Balanced Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | Horizons Cash Maximizer ETF (HSAV) |
| Category Placement: | Canadian Money Market |
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| Fund: | Horizons S&P/TSX Capped Composite Index ETF (HXCN) |
| Category Placement: | Canadian Equity |
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| Fund: | Horizons US Large Cap Index ETF (HULC) |
| Category Placement: | U.S. Equity |
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| Fund: | Jarislowsky, Fraser Fossil Fuel Free Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Jarislowsky, Fraser Fossil Fuel Free Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | Jarislowsky, Fraser Fossil Fuel Free Global Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | London Life BlackRock LifePath 2060 |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | London Life Canadian Core Plus Bond (Fidelity) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | London Life Canadian Core Plus Bond (Leith Wheeler) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | London Life Canadian Core Plus Bond (Phillips, Hager & North) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | London Life Core Plus Bond (CIBC) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | London Life Global Equity ( Mawer) |
| Category Placement: | Global Equity |
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| Fund: | London Life Global Equity (Capital Group) |
| Category Placement: | Global Equity |
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| Fund: | London Life Global Growth Equity (T Rowe Price) |
| Category Placement: | Global Equity |
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| Fund: | London Life International Equity (Mawer) |
| Category Placement: | International Equity |
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| Fund: | London Life International Equity (Templeton) |
| Category Placement: | International Equity |
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| Fund: | NBI Global Private Equity ETF (NGPE) |
| Category Placement: | Alternative Other |
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| Fund: | NBI High Yield Bond ETF (NHYB) |
| Category Placement: | High Yield Fixed Income |
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| Fund: | NBI Sustainable Canadian Bond ETF (NSCB) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | NBI Sustainable Canadian Equity ETF (NSCE) |
| Category Placement: | Canadian Equity |
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| Fund: | NBI Sustainable Global Equity ETF (NSGE) |
| Category Placement: | Global Equity |
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| Fund: | Pender Bond Universe Fund Class A |
| Category Placement: | Global Fixed Income |
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| Fund: | Pender Small/Mid Cap Dividend Fund Class A |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | Phillips, Hager & North Alpha Plus Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | PIMCO Managed Conservative Bond Pool Series A |
| Category Placement: | Global Fixed Income |
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| Fund: | PIMCO Managed Core Bond Pool Series A |
| Category Placement: | Global Fixed Income |
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| Fund: | RT Funds Real Estate Income Fund Series A1 |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Russell Investments Fixed Income Pool ETF Units (RIFI) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Russell Investments Global Infrastructure Pool ETF Units (RIIN) |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | Russell Investments Global Unconstrained Bond Pool ETF Units (RIGU) |
| Category Placement: | Global Fixed Income |
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| Fund: | Russell Investments Real Assets ETF Units (RIRA) |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Scotia Emerging Markets Equity Fund Series I |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Scotia Private Canadian Core Bond Pool Pinnacle Series |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Sun Life Core Advantage Credit Private Pool Series A |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Sun Life Global Dividend Private Pool Series A |
| Category Placement: | Global Equity |
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| Fund: | Sun Life Global Tactical Yield Private Pool Series A |
| Category Placement: | Tactical Balanced |
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| Fund: | Venator Select Fund Class A |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Waypoint All Weather Alternative Fund Series F |
| Category Placement: | Alternative Equity Focused |
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Jan
Results of New Fund Reviews – Jan 23, 2020
| Fund: | Algonquin Fixed Income 2.0 Fund Series A |
| Category Placement: | Global Fixed Income |
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| Fund: | Black Creek Focus Fund |
| Category Placement: | International Equity |
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| Fund: | Black Creek Global SMID Fund |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Black Creek International Focus Fund |
| Category Placement: | International Equity |
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| Fund: | China AMC – IG China Equity Pool – Series P |
| Category Placement: | Greater China Equity |
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| Fund: | CI Vantage Managed Payout Portfolio 1946 – 1948 Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | CI Vantage Managed Payout Portfolio 1949 – 1951 Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | CI Vantage Managed Payout Portfolio 1952 – 1954 Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | CI Vantage Managed Payout Portfolio 1955 – 1957 Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | CI Vantage Managed Payout Portfolio 1958 – 1960 Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | CI Vantage Managed RRSP/RRIF Payout Portfolio 1946 – 1948 Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | CI Vantage Managed RRSP/RRIF Payout Portfolio 1949 – 1951 Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | CI Vantage Managed RRSP/RRIF Payout Portfolio 1952 – 1954 Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | CI Vantage Managed RRSP/RRIF Payout Portfolio 1955 – 1957 Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | CI Vantage Managed RRSP/RRIF Payout Portfolio 1958 – 1960 Class A |
| Category Placement: | Tactical Balanced |
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| Fund: | CIBC Flexible Yield ETF (CAD-Hedged) (CFLX) |
| Category Placement: | High Yield Fixed Income |
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| Fund: | DKAM Boosted AI Quant Fund Class 1 Series A |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Dynamic Liquid Alternatives Private Pool Series A |
| Category Placement: | Alternative Multi-Strategy |
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| Fund: | Fidelity Canadian Monthly High Income ETF (FCMI) |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Fidelity Canadian Monthly High Income ETF Fund Series B |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Fidelity Global Monthly High Income ETF (FCGI) |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Fidelity Global Monthly High Income ETF Fund Series B |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Fidelity U.S. Growth Opportunities Class Series A |
| Category Placement: | U.S. Equity |
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| Fund: | Fidelity U.S. Growth Opportunities Investment Trust Series O |
| Category Placement: | U.S. Equity |
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| Fund: | Fidelity U.S. Growth Opportunities Systematic Currency Hedged Class Series A |
| Category Placement: | U.S. Equity |
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| Fund: | Franklin Global Real Assets Fund Series O |
| Category Placement: | Alternative Other |
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| Fund: | Harvest US Investment Grade Bond Plus ETF (HUIB) |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | IG Blackrock International Equity Fund Series U |
| Category Placement: | International Equity |
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| Fund: | Irish Life – IG Low Volatility Global Equity Pool – Series P |
| Category Placement: | Global Equity |
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| Fund: | Mackenzie – IG Low Volatility Canadian Equity Pool – Series P |
| Category Placement: | Canadian Equity |
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| Fund: | RBC Fundamental Minimum Volatility Canadian Equity Fund Series O |
| Category Placement: | Canadian Equity |
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| Fund: | Rivemont Alpha Fund Series A |
| Category Placement: | Alternative Equity Focused |
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| Fund: | Terra 2019 Short-Term Flow-Through Limited Partnership Class A |
| Category Placement: | Natural Resources Equity |
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| Fund: | Vanguard Global Aggregate Bond Index ETF (CAD-hedged) (VGAB) |
| Category Placement: | Global Fixed Income |
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| Fund: | Yorkville Private Equity LP Class A |
| Category Placement: | Alternative Other |
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2019
Dec
Results of New Fund Reviews – Dec 19, 2019
| Fund: | BMO Balanced ESG ETF (ZESG) |
| Category Placement: | Global Neutral Balanced |
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| Fund: | BMO BBB Corporate Bond Index ETF (ZBBB) |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | BMO Canadian MBS Index ETF (ZMBS) |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | BMO ESG Corporate Bond Index ETF (ESGB) |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | BMO ESG US Corporate Bond Hedged to CAD Index ETF (ESGF) |
| Category Placement: | Global Corporate Fixed Income |
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| Fund: | BMO Global High Dividend Covered Call ETF (ZWG) |
| Category Placement: | Global Equity |
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| Fund: | BMO High Quality Corporate Bond Index ETF (ZQB) |
| Category Placement: | Canadian Corporate Fixed Income |
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| Fund: | BMO Long-Term US Treasury Bond Index ETF (ZTL.F) |
| Category Placement: | Global Fixed Income |
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| Fund: | BMO MSCI Canada ESG Leaders Index ETF (ESGA) |
| Category Placement: | Canadian Equity |
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| Fund: | BMO MSCI EAFE ESG Leaders Index ETF (ESGE) |
| Category Placement: | International Equity |
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| Fund: | BMO MSCI Global ESG Leaders Index ETF (ESGG) |
| Category Placement: | Global Equity |
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| Fund: | BMO MSCI USA ESG Leaders Index ETF (ESGY) |
| Category Placement: | U.S. Equity |
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| Fund: | BMO Premium Yield ETF (ZPAY) |
| Category Placement: | U.S. Equity |
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| Fund: | BMO S&P US Mid Cap Index ETF (ZMID) |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | BMO S&P US Small Cap Index ETF (ZSML) |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Capstone Private High Income Pool Class F |
| Category Placement: | Alternative Other |
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| Fund: | CI Lawrence Park Alternative Investment Grade Credit ETF – Common Units |
| Category Placement: | Alternative Credit Focused |
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| Fund: | CI Marret Alternative Absolute Return Bond ETF – Common Units |
| Category Placement: | Alternative Credit Focused |
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| Fund: | CI Munro Alternative Global Growth ETF – Common Units |
| Category Placement: | Alternative Equity Focused |
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| Fund: | IA Group Supp Bond SRI |
| Category Placement: | Canadian Fixed Income |
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| Fund: | IA Group Supp Canadian Equity SRI (Meritas) |
| Category Placement: | Canadian Equity |
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| Fund: | IA Group Supp Global Equity SRI (Inhance) |
| Category Placement: | Global Equity |
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| Fund: | iA LifePath 2060 Index (BlackRock) |
| Category Placement: | 2035+ Target Date Portfolio |
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| Fund: | La Capitale Aggressive Profile (Dynamic) |
| Category Placement: | Global Equity |
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| Fund: | La Capitale Balanced Profile (Dynamic) |
| Category Placement: | Global Neutral Balanced |
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| Fund: | La Capitale Conservative Profile (Dynamic) |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | La Capitale Global Sustainbale Growth Equity (AGF) |
| Category Placement: | Global Equity |
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| Fund: | La Capitale Growth Profile (Dynamic) |
| Category Placement: | Global Equity Balanced |
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| Fund: | La Capitale International Equity (Fiera Capital) |
| Category Placement: | International Equity |
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| Fund: | La Capitale Moderate Profile (Dynamic) |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Provisus EM Equity Corporate Class O |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Provisus Global REIT Corporate Class O |
| Category Placement: | Real Estate Equity |
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| Fund: | Provisus High Yield FI Corporate Class O |
| Category Placement: | High Yield Fixed Income |
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| Fund: | TriDelta Growth Equity Fund Class F |
| Category Placement: | Global Equity |
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| Fund: | TriDelta Pension Equity Fund Class F |
| Category Placement: | Global Equity |
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Nov
Results of New Fund Reviews – Nov 28, 2019
| Fund: | CAN American Equity (Beutel Goodman) 75/75 |
| Category Placement: | U.S. Equity |
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| Fund: | CAN Balanced (Beutel Goodman) 75/75 |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | CAN Canadian Dividend (Mackenzie) 75/75 |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | CAN Canadian Equity (Beutel Goodman) 75/75 |
| Category Placement: | Canadian Focused Equity |
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| Fund: | CAN Canadian Low Volatility (London Capital) 75/75 |
| Category Placement: | Canadian Equity |
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| Fund: | CAN Diversified (GLC) 75/75 |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | CAN Diversified Fixed Income (PSG) 75/75 |
| Category Placement: | Canadian Fixed Income |
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| Fund: | CAN Equity/Bond (GLC) 75/75 |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | CAN Global Low Volatility (ILIM) 75/75 |
| Category Placement: | Global Equity |
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| Fund: | CAN International Equity (JP Morgan) 75/75 |
| Category Placement: | International Equity |
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| Fund: | CAN International Opportunity (JP Morgan) 75/75 |
| Category Placement: | International Equity |
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| Fund: | CAN Ivy Canadian Balanced (Mackenzie) 75/75 |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | CAN Ivy Foreign Equity (Mackenzie) 75/75 |
| Category Placement: | Global Equity |
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| Fund: | CAN Science & Technology (London Capital) 75/75 |
| Category Placement: | Sector Equity |
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| Fund: | CAN Tactical Bond (Portico) 75/75 |
| Category Placement: | Global Fixed Income |
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| Fund: | CAN U.S. Equity (London Capital) 75/75 |
| Category Placement: | U.S. Equity |
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| Fund: | CAN U.S. Mid Cap Equity (London Capital) 75/75 |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Corton Global Timber Fund Class A |
| Category Placement: | Sector Equity |
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| Fund: | Corton Global Timber Fund LP Class A |
| Category Placement: | Sector Equity |
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| Fund: | Desjardins fin’l Mawer Global Equity |
| Category Placement: | Global Equity |
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| Fund: | Desjardins fin’l PIMCO Monthly Income |
| Category Placement: | Global Fixed Income |
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| Fund: | DFA World Equity Portfolio Class A |
| Category Placement: | Global Equity |
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| Fund: | Empire Life Global Dividend Growth GIF 75/75 Class K |
| Category Placement: | Global Equity |
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| Fund: | Empire Life Multi-Strategy Canadian Equity GIF 75/75 Class K |
| Category Placement: | Canadian Equity |
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| Fund: | Empire Life Multi-Strategy Global Balanced Portfolio GIF 75/75 Class K |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Empire Life Multi-Strategy Global Conservative Portfolio GIF 75/75 Class K |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Empire Life Multi-Strategy Global Equity GIF 75/75 Class K |
| Category Placement: | Global Equity |
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| Fund: | Empire Life Multi-Strategy Global Moderate Growth Portfolio GIF 75/75 Class K |
| Category Placement: | Global Equity Balanced |
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| Fund: | Empire Life Multi-Strategy U.S. Equity GIF 75/75 Class K |
| Category Placement: | U.S. Equity |
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| Fund: | Empire Life Short Term High Income GIF 75/75 Class K |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Eterna Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | Eterna Income Fund |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Eterna Quebec Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | Evolve High Interest Savings Account ETF – Units () |
| Category Placement: | Canadian Money Market |
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| Fund: | Fidelity Canadian Fundamental Equity Multi-Asset Base Fund Series O |
| Category Placement: | Canadian Focused Equity |
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| Fund: | Franklin Templeton Canadian Core Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | GreensKeeper Value Fund Class F |
| Category Placement: | Global Equity |
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| Fund: | iA American (Dynamic) SRP 75/75 & My Education+ |
| Category Placement: | U.S. Equity |
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| Fund: | iA APEX Bond |
| Category Placement: | Canadian Fixed Income |
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| Fund: | iA APEX Canadian Equity Growth |
| Category Placement: | Canadian Equity |
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| Fund: | iA APEX Canadian Equity Value |
| Category Placement: | Canadian Focused Equity |
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| Fund: | iA APEX Diversified |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | iA APEX Money Market |
| Category Placement: | Canadian Money Market |
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| Fund: | iA Canadian Equity Growth SRP 75/75 & My Education+ |
| Category Placement: | Canadian Equity |
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| Fund: | IA Clarington Loomis Global Equity Opportunities Fund Series A |
| Category Placement: | Global Equity |
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| Fund: | iA Emerging Markets (Jarislowsky Fraser) SRP 75/75 & My Education+ |
| Category Placement: | Emerging Markets Equity |
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| Fund: | iA Fidelity American High Yield Currency Neutral SRP 75/75 F-Class |
| Category Placement: | High Yield Fixed Income |
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| Fund: | iA Fidelity Canadian Opportunities SRP 75/75 F-Class |
| Category Placement: | Canadian Equity |
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| Fund: | iA Fidelity Insights SRP 75/75 & My Education+ |
| Category Placement: | U.S. Equity |
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| Fund: | iA Floating Rate Income SRP 75/75 & My Education+ |
| Category Placement: | Floating Rate Loan |
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| Fund: | iA Global Equity (QV) Ecoflex |
| Category Placement: | Global Equity |
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| Fund: | iA Global Infrastructure (Dynamic) SRP 75/75 & My Education+ |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | iA U.S. DAQ Index SRP 75/75 F-Class |
| Category Placement: | U.S. Equity |
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| Fund: | IPC Multi-Factor Canadian Equity Series P |
| Category Placement: | Canadian Equity |
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| Fund: | IPC Multi-Factor International Equity Series P |
| Category Placement: | International Equity |
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| Fund: | IPC Multi-Factor U.S. Equity Series P |
| Category Placement: | U.S. Equity |
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| Fund: | Laurus Global Small Cap Fund |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Leith Wheeler Balanced Fund Series A |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Level 3 Total Return Opportunities Fund Class B – Lead |
| Category Placement: | Tactical Balanced |
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| Fund: | Mackenzie Emerging Markets Local Currency Bond Index ETF (QEBL) |
| Category Placement: | Emerging Markets Fixed Income |
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| Fund: | Mulvihill Premium Yield Fund Class F |
| Category Placement: | North American Equity |
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| Fund: | PH&N U.S. Investment Grade Corporate Bond Trust (CAD Hedged) |
| Category Placement: | Alternative Credit Focused |
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| Fund: | Philanthropic Social Impact Fund Series A1 |
| Category Placement: | Alternative Equity Focused |
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| Fund: | RBC Canadian Core Real Estate Fund Series F |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Scotia Private High Yield Bond Pool Series I |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Scotia Private World Infrastructure Pool Series I |
| Category Placement: | Global Infrastructure Equity |
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| Fund: | TD Active Global Income ETF (TGFI) |
| Category Placement: | High Yield Fixed Income |
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| Fund: | TD Active Global Real Estate Equity ETF (TGRE) |
| Category Placement: | Real Estate Equity |
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| Fund: | TD Active U.S. High Yield Bond ETF (TUHY) |
| Category Placement: | High Yield Fixed Income |
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| Fund: | TD Canadian Long Term Federal Bond ETF (TCLB) |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | TD Income Builder ETF (TPAY) |
| Category Placement: | Global Fixed Income |
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| Fund: | TD Q Canadian Dividend ETF (TQCD) |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | TD Q Global Dividend ETF (TQGD) |
| Category Placement: | Global Equity |
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| Fund: | TD Q Global Multifactor ETF (TQGM) |
| Category Placement: | Global Equity |
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| Fund: | TD Q U.S. Small-Mid-Cap Equity ETF (TQSM) |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | TD U.S. Long Term Treasury Bond ETF (TULB) |
| Category Placement: | Global Fixed Income |
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| Fund: | Viewpoint Global Risk Parity LP Class A |
| Category Placement: | Alternative Multi-Strategy |
|
| |
| Fund: | VPI Dividend Growth Pool Series A |
| Category Placement: | U.S. Equity |
|
| |
Oct
Results of New Fund Reviews – Oct 24, 2019
| Fund: | AA&A Canadian Equity Value Fund Series F |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | AA&A Canadian Fixed Income Fund Series F |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | AA&A Global Equity Value Fund Series F |
| Category Placement: | Global Equity |
|
| |
| Fund: | AA&A Global Equity Value- Registered Fund Series F |
| Category Placement: | Global Equity |
|
| |
| Fund: | AB Canada Concentrated Global Equity Fund |
| Category Placement: | Global Equity |
|
| |
| Fund: | AB Canada Emerging Markets Strategic Core Equity Fund |
| Category Placement: | Emerging Markets Equity |
|
| |
| Fund: | Canada 20 plus Strips Bond Index Fund |
| Category Placement: | Canadian Long Term Fixed Income |
|
| |
| Fund: | CDN LifePath 2060 Index Fund |
| Category Placement: | 2035+ Target Date Portfolio |
|
| |
| Fund: | CIBC Conservative Fixed Income Pool Series A |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | CIBC Core Fixed Income Pool Series A |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | CIBC Core Plus Fixed Income Pool Series A |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | Coleman Wealth Balanced Growth Fund |
| Category Placement: | Canadian Neutral Balanced |
|
| |
| Fund: | DFS GIF – Dividend Income – Desjardins Series 3 |
| Category Placement: | Canadian Equity Balanced |
|
| |
| Fund: | DFS GIF – Global Equity – Desjardins Series 5 |
| Category Placement: | Global Equity |
|
| |
| Fund: | DFS GIF – Global Tactical Bond – Desjardins Series 5 |
| Category Placement: | High Yield Fixed Income |
|
| |
| Fund: | Evolve Dividend Stability Preferred Share Index ETF – Units (PREF) |
| Category Placement: | Preferred Share Fixed Income |
|
| |
| Fund: | Fidelity Floating Rate High Income Currency Neutral Multi-Asset Base Fund Series O |
| Category Placement: | Floating Rate Loan |
|
| |
| Fund: | Fidelity Global Credit ex-U.S. Currency Neutral Multi-Asset Base Fund Series O |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | Fidelity High Income Commercial Real Estate Currency Neutral Multi-Asset Base Fund Series O |
| Category Placement: | High Yield Fixed Income |
|
| |
| Fund: | Fidelity Insights Currency Neutral Multi-Asset Base Fund Series O |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Fidelity International Equity Currency Neutral Investment Trust Series O |
| Category Placement: | International Equity |
|
| |
| Fund: | Fidelity International Growth Currency Neutral Multi-Asset Base Fund Series O |
| Category Placement: | International Equity |
|
| |
| Fund: | Fidelity U.S. Bond Currency Neutral Multi-Asset Base Fund Series O |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | iA Global Direct Infrastructure 100% (IFM) |
| Category Placement: | Miscellaneous – Income and Real Property |
|
| |
| Fund: | Mackenzie International Dividend Fund Series A |
| Category Placement: | International Equity |
|
| |
| Fund: | Manchester Investments Srs PTF |
| Category Placement: | Canadian Short Term Fixed Income |
|
| |
| Fund: | Ninepoint 2019 Short Duration Flow Through LP |
| Category Placement: | Natural Resources Equity |
|
| |
| Fund: | NS Partners Sustainable Global Emerging Fund |
| Category Placement: | Emerging Markets Equity |
|
| |
| Fund: | Purpose Structured Equity Yield Portfolio Series A |
| Category Placement: | North American Equity |
|
| |
| Fund: | RBC QUBE Low Volatility Emerging Markets Equity Fund Series A |
| Category Placement: | Emerging Markets Equity |
|
| |
| Fund: | Triasima All Country World Equity Ex-Fossil |
| Category Placement: | Global Equity |
|
| |
| Fund: | Veritas Absolute Return Fund Series F |
| Category Placement: | Alternative Equity Focused |
|
| |
| Fund: | Waratah Alternative Equity Income Fund Class F |
| Category Placement: | Alternative Equity Focused |
|
| |
Sep
Results of New Fund Reviews – Sep 25, 2019
| Fund: | AGFiQ US Long/Short Dividend Income CAD-Hedged ETF (QUDV) |
| Category Placement: | Alternative Equity Focused |
|
| |
| Fund: | AGFiQ US Long/Short Dividend Income CAD-Hedged Fund – Mutual Fund Series |
| Category Placement: | Alternative Equity Focused |
|
| |
| Fund: | AGFiQ US Market Neutral Anti-Beta CAD-Hedged ETF (QBTL) |
| Category Placement: | Alternative Market Neutral |
|
| |
| Fund: | Auspice Managed Futures Limited Partnership |
| Category Placement: | Alternative Other |
|
| |
| Fund: | CI MSCI World ESG Impact Fund Unhedged Class A |
| Category Placement: | Global Equity |
|
| |
| Fund: | Coleford Equity Fund |
| Category Placement: | North American Equity |
|
| |
| Fund: | Fidelity Canadian Short Term Corporate Bond ETF (FCSB) |
| Category Placement: | Canadian Short Term Fixed Income |
|
| |
| Fund: | Fidelity Canadian Short Term Corporate Bond ETF Fund Series B |
| Category Placement: | Canadian Short Term Fixed Income |
|
| |
| Fund: | Fidelity Global Core Plus Bond ETF (FCGB) |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | Fidelity Global Core Plus Bond ETF Fund Series B |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | Fidelity Systematic Canadian Bond Index ETF (FCCB) |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | Fidelity Systematic Canadian Bond Index ETF Fund Series B |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | Fidelity Systematic U.S. High Yield Bond Currency Neutral ETF (FCHH) |
| Category Placement: | High Yield Fixed Income |
|
| |
| Fund: | Fidelity Systematic U.S. High Yield Bond Currency Neutral ETF Fund Series B |
| Category Placement: | High Yield Fixed Income |
|
| |
| Fund: | Fidelity Systematic U.S. High Yield Bond ETF (FCHY) |
| Category Placement: | High Yield Fixed Income |
|
| |
| Fund: | Fidelity Systematic U.S. High Yield Bond ETF Fund Series B |
| Category Placement: | High Yield Fixed Income |
|
| |
| Fund: | First Trust Cboe Vest U.S. Equity Buffer ETF – August (Hedged Units) (AUGB.F) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Forsyth Private Real Estate Portfolio Series A |
| Category Placement: | Miscellaneous – Income and Real Property |
|
| |
| Fund: | iShares Edge MSCI USA Momentum Factor Index ETF (XMTM) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | iShares Edge MSCI USA Quality Factor Index ETF (XQLT) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | iShares Edge MSCI USA Value Factor Index ETF (XVLU) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | iShares S&P U.S. Small-Cap Index ETF (CAD-Hedged) (XSMH) |
| Category Placement: | U.S. Small/Mid Cap Equity |
|
| |
| Fund: | iShares S&P U.S. Small-Cap Index ETF (XSMC) |
| Category Placement: | U.S. Small/Mid Cap Equity |
|
| |
| Fund: | NBI Unconstrained Fixed Income ETF (NUBF) |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | Picton Mahoney Concentrated Opportunistic Long Short Fund Class A |
| Category Placement: | Alternative Equity Focused |
|
| |
| Fund: | Purpose Credit Opportunities Fund Series A |
| Category Placement: | Alternative Credit Focused |
|
| |
| Fund: | Sterling Mortgage Income Fund Class C |
| Category Placement: | Canadian Short Term Fixed Income |
|
| |
| Fund: | Strong Equity Strategy |
| Category Placement: | North American Equity |
|
| |
Aug
Results of New Fund Reviews – Aug 22, 2019
| Fund: | CI High Interest Savings Fund Class A |
| Category Placement: | Canadian Money Market |
|
| |
| Fund: | Desjardins fin’l Fidelity Canadian Low Volatility Equity |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Emerge ARK AI & Big Data ETF CAD Units (EAAI) |
| Category Placement: | Sector Equity |
|
| |
| Fund: | Emerge ARK Autonomous Tech & Robotics ETF CAD Units (EAUT) |
| Category Placement: | Sector Equity |
|
| |
| Fund: | Emerge ARK Fintech Innovation ETF CAD Units (EAFT) |
| Category Placement: | Sector Equity |
|
| |
| Fund: | Emerge ARK Genomics & Biotech ETF CAD Units (EAGB) |
| Category Placement: | Sector Equity |
|
| |
| Fund: | Emerge ARK Global Disruptive Innovation ETF CAD Units (EARK) |
| Category Placement: | Global Equity |
|
| |
| Fund: | Invesco Balanced Portfolio Series A |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | Invesco Conservative Portfolio Series A |
| Category Placement: | Global Fixed Income Balanced |
|
| |
| Fund: | Invesco Growth Portfolio Series A |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | Invesco High Growth Portfolio Series A |
| Category Placement: | Global Equity |
|
| |
| Fund: | Invesco Moderate Portfolio Series A |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | Mackenzie Emerging Markets Bond Index ETF (CAD-Hedged) (QEBH) |
| Category Placement: | Emerging Markets Fixed Income |
|
| |
| Fund: | Matco Canadian Equity Series F |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Matco Global Equity Series A |
| Category Placement: | Global Equity |
|
| |
| Fund: | Matco Small Cap Series F |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
| |
| Fund: | Northfront Income Fund Series N |
| Category Placement: | Alternative Credit Focused |
|
| |
| Fund: | TD Private Debt |
| Category Placement: | Alternative Other |
|
| |
Jul
Results of New Fund Reviews – July 25, 2019
| Fund: | 3iQ Bitcoin Trust |
| Category Placement: | Alternative Other |
|
| |
| Fund: | AGF American Growth Fund Mutual Fund Series |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | BGICL LifePath 2060 Index Fund (QJO) |
| Category Placement: | 2035+ Target Date Portfolio |
|
| |
| Fund: | BT Global Growth Fund LP Class B |
| Category Placement: | Alternative Equity Focused |
|
| |
| Fund: | CI First Asset Global Asset Allocation ETF (CGAA) |
| Category Placement: | Tactical Balanced |
|
| |
| Fund: | CI First Asset MSCI World ESG Impact ETF (CESG) |
| Category Placement: | Global Equity |
|
| |
| Fund: | Counsel Canadian Core Fixed Income Series O |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | Counsel Defensive Global Equity Series O |
| Category Placement: | Global Equity |
|
| |
| Fund: | Counsel Global Low Volatility Equity Series O |
| Category Placement: | Global Equity |
|
| |
| Fund: | Counsel North American High Yield |
| Category Placement: | High Yield Fixed Income |
|
| |
| Fund: | Desjardins SocieTerra Global Bond Fund I-Class |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | Digital Consumer Dividend Fund |
| Category Placement: | Sector Equity |
|
| |
| Fund: | Fidelity Canadian Systematic Equity |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Fidelity IG Canadian Equity Pool Series P |
| Category Placement: | Canadian Focused Equity |
|
| |
| Fund: | Franklin Liberty Core Plus Bond ETF (FLCP) |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | Franklin Liberty Short Duration Bond ETF (FLSD) |
| Category Placement: | Canadian Short Term Fixed Income |
|
| |
| Fund: | Horizons Growth TRI ETF Portfolio (HGRO) |
| Category Placement: | Global Equity |
|
| |
| Fund: | IG PIMCO Global Bond Fund Series U |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | iShares Core Conservative Balanced ETF Portfolio (XCNS) |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | iShares Core Equity ETF Portfolio (XEQT) |
| Category Placement: | Global Equity |
|
| |
| Fund: | iShares Core Income Balanced ETF Portfolio (XINC) |
| Category Placement: | Global Fixed Income Balanced |
|
| |
| Fund: | Mackenzie Anti-Benchmark Global Investment Grad |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | Mackenzie International Quantitative Large Cap Series R |
| Category Placement: | International Equity |
|
| |
| Fund: | Mackenzie International Quantitative Small Cap Series R |
| Category Placement: | Global Small/Mid Cap Equity |
|
| |
| Fund: | Manulife Global Core Plus Bond Fund Advisor Series |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | NEI Balanced Private Portfolio Series W |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | NEI Canadian Equity Pool Series I |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | NEI Fixed Income Pool Series I |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | NEI Global Equity Pool Series I |
| Category Placement: | Global Equity |
|
| |
| Fund: | NEI Growth Private Portfolio Series W |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | NEI Income & Growth Private Portfolio Series W |
| Category Placement: | Global Fixed Income Balanced |
|
| |
| Fund: | NEI Income Private Portfolio Series W |
| Category Placement: | Canadian Fixed Income Balanced |
|
| |
| Fund: | NEI Managed Asset Allocation Pool I |
| Category Placement: | Tactical Balanced |
|
| |
| Fund: | Northfront Equity Fund Series N |
| Category Placement: | Global Equity |
|
| |
| Fund: | Picton Mahoney Fortified Income Alternative Fund Class A |
| Category Placement: | Alternative Credit Focused |
|
| |
| Fund: | Quintessence Wealth Elevate Enhanced Global Equity Fund Class E |
| Category Placement: | Global Equity |
|
| |
| Fund: | RP Alternative Global Bond Fund Class A |
| Category Placement: | Alternative Credit Focused |
|
| |
Jun
Results of New Fund Reviews – June 27, 2019
| Fund: | AB Canada Global Strategic Core Equity E |
| Category Placement: | Global Equity |
|
| |
| Fund: | American Core Sectors Dividend Fund (ACZ) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Bridgeport Alternative Income Fund Series A |
| Category Placement: | Alternative Credit Focused |
|
| |
| Fund: | Bridgeport Alternative Income LP Series A |
| Category Placement: | Alternative Credit Focused |
|
| |
| Fund: | Bridgeport Canadian Equity Fund Series A |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Bridgeport Canadian Equity LP Series A |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Bridgeport High Income Fund Series A |
| Category Placement: | High Yield Fixed Income |
|
| |
| Fund: | Bridgeport Small & Mid Cap Equity Fund Series A |
| Category Placement: | Global Small/Mid Cap Equity |
|
| |
| Fund: | Bridgeport Small & Mid Cap Equity LP Series A |
| Category Placement: | Global Small/Mid Cap Equity |
|
| |
| Fund: | Bridgeport Strategic Income LP Series A U$ |
| Category Placement: | High Yield Fixed Income |
|
| |
| Fund: | Bridgeport U.S. Equity Fund Series A U$ |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Bridgeport U.S. Equity LP Series A U$ |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Bridging Indigenous Impact Fund Class A C$ |
| Category Placement: | Alternative Other |
|
| |
| Fund: | Bridging Mid-Market Debt Fund L.P. Class A C$ |
| Category Placement: | Alternative Other |
|
| |
| Fund: | Bridging Mid-Market Debt RSP Fund Class A C$ |
| Category Placement: | Alternative Other |
|
| |
| Fund: | CI Canadian Dividend Private Pool Class A |
| Category Placement: | Canadian Dividend & Income Equity |
|
| |
| Fund: | CI First Asset High Interest Savings ETF (CSAV) |
| Category Placement: | Miscellaneous – Other |
|
| |
| Fund: | CI Global Equity Core Private Pool Class I |
| Category Placement: | Global Equity |
|
| |
| Fund: | Desjardins Global High Yield Bond Fund I |
| Category Placement: | High Yield Fixed Income |
|
| |
| Fund: | Evolve E-Gaming Index ETF – Hedged ETF Units (HERO) |
| Category Placement: | Sector Equity |
|
| |
| Fund: | Evolve Global Materials & Mining Enhanced Yield Index ETF – Unhedged ETF Units (BASE.B) |
| Category Placement: | Sector Equity |
|
| |
| Fund: | Fidelity American Equity Systematic Currency Hedged Fund Series A |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Fidelity Insights Systematic Currency Hedged Fund Series A |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Fidelity International Equity Multi-Asset Base Fund Series O |
| Category Placement: | International Equity |
|
| |
| Fund: | Fidelity Small Cap America Systematic Currency Hedged Fund Series A |
| Category Placement: | U.S. Small/Mid Cap Equity |
|
| |
| Fund: | Fidelity Sustainable World ETF (FCSW) |
| Category Placement: | Global Equity |
|
| |
| Fund: | Fidelity Sustainable World ETF Fund Series B |
| Category Placement: | Global Equity |
|
| |
| Fund: | Fidelity U.S. Dividend Systematic Currency Hedged Fund Series A |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Fidelity U.S. Focused Stock Systematic Currency Hedged Fund Series A |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Fidelity Women’s Leadership Fund Series A |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Fidelity Women’s Leadership Systematic Currency Hedged Fund Series A |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Franklin LifeSmart 2025 Portfolio |
| Category Placement: | 2025 Target Date Portfolio |
|
| |
| Fund: | Franklin LifeSmart 2035 Portfolio |
| Category Placement: | 2035 Target Date Portfolio |
|
| |
| Fund: | Franklin LifeSmart 2045 Portfolio |
| Category Placement: | 2035+ Target Date Portfolio |
|
| |
| Fund: | Franklin LifeSmart 2055 Portfolio |
| Category Placement: | 2035+ Target Date Portfolio |
|
| |
| Fund: | Middlefield Healthcare & Wellness Dividend Fund (HWF) |
| Category Placement: | Sector Equity |
|
| |
| Fund: | Phillips Hager & North Strategic Mortgage Fund |
| Category Placement: | Canadian Short Term Fixed Income |
|
| |
| Fund: | Phillips, Hager & North Conservative Pension Trust Series O |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | Phillips, Hager & North Growth Pension Trust Series O |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | Pratte North American Large Cap Fund |
| Category Placement: | North American Equity |
|
| |
| Fund: | RBC Canadian Discount Bond ETF (RCDB) |
| Category Placement: | Canadian Short Term Fixed Income |
|
| |
| Fund: | RBC Global All-Equity Portfolio Series A |
| Category Placement: | Global Equity |
|
| |
| Fund: | RBC Global Balanced Portfolio Series A |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | RBC Global Conservative Portfolio Series A |
| Category Placement: | Global Fixed Income Balanced |
|
| |
| Fund: | RBC Global Growth Portfolio Series A |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | RBC Global Very Conservative Portfolio Series A |
| Category Placement: | Global Fixed Income Balanced |
|
| |
| Fund: | Sage Proactive Income Equity Fund |
| Category Placement: | International Equity |
|
| |
| Fund: | SocieTerra 100% Equity Portfolio A |
| Category Placement: | Global Equity |
|
| |
| Fund: | SSQ Aggressive Smart Beta Plus Portfolio GIF |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | SSQ Balanced Smart Beta Plus Portfolio GIF |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | SSQ Conservative Smart Beta Plus Portfolio GIF |
| Category Placement: | Global Fixed Income Balanced |
|
| |
| Fund: | SSQ Fisher Global Small Cap Equity GIF |
| Category Placement: | Global Small/Mid Cap Equity |
|
| |
| Fund: | SSQ Growth Smart Beta Plus Portfolio GIF |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | Sun GIF Solutions Enhanced Balanced Investment Series A |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | Sun GIF Solutions Tactical Balanced ETF Portfolio Investment Series A |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | Sun GIF Solutions Tactical Conservative ETF Portfolio Investment Series A |
| Category Placement: | Global Fixed Income Balanced |
|
| |
| Fund: | Sun GIF Solutions Tactical Equity ETF Portfolio Investment Series A |
| Category Placement: | Global Equity |
|
| |
| Fund: | Sun GIF Solutions Tactical Fixed Income ETF Portfolio Investment Series A |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | Sun GIF Solutions Tactical Growth ETF Portfolio Investment Series A |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | TD Emerald Volitility All World Equity PFT |
| Category Placement: | Global Equity |
|
| |
| Fund: | TD Greystone Mortgage and Short Bond PFT – Private Alternatives Series |
| Category Placement: | Canadian Short Term Fixed Income |
|
| |
| Fund: | TD Greystone Real Asset PFT – Private Alternatives Series |
| Category Placement: | Miscellaneous – Income and Real Property |
|
| |
| Fund: | Wise 100% Equity ETF Portfolio C |
| Category Placement: | Global Equity |
|
| |
| Fund: | Wise Balanced ETF Portfolio C |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | Wise Conservative ETF Portfolio C |
| Category Placement: | Global Fixed Income Balanced |
|
| |
| Fund: | Wise Fixed Income ETF Portfolio C |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | Wise Growth ETF Portfolio C |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | Wise Maximum Growth ETF Portfolio C |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | YTM Capital Fixed Income Alternative Fund Series A |
| Category Placement: | Alternative Credit Focused |
|
| |
May
Results of New Fund Reviews – May 23, 2019
| Fund: | Accelerate Absolute Return Hedge Fund (HDGE) |
| Category Placement: | Alternative Equity Focused |
|
| |
| Fund: | Accelerate Enhanced Canadian Benchmark Alternative Fund (ATSX) |
| Category Placement: | Alternative Equity Focused |
|
| |
| Fund: | Accelerate Private Equity Alpha Fund (ALFA) |
| Category Placement: | Alternative Other |
|
| |
| Fund: | BMO Concentrated U.S. Equity Fund Series A |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | BMO Global Balanced GIF 75/100 Class A |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | BMO Low Volatility Canadian Equity ETF Fund Series A |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | BMO Low Volatility International Equity ETF GIF 75/100 Class A |
| Category Placement: | International Equity |
|
| |
| Fund: | Brompton European Dividend Growth ETF (EDGF) |
| Category Placement: | European Equity |
|
| |
| Fund: | Caldwell U.S. Dividend Champions Fund Series A |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Desjardins fin’l BlRk USEqNR |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Desjardins fin’l Fidelity CP Instl 2020 |
| Category Placement: | Short-term Target Date Portfolio |
|
| |
| Fund: | Desjardins fin’l Fidelity CP Instl 2025 |
| Category Placement: | 2025 Target Date Portfolio |
|
| |
| Fund: | Desjardins fin’l Fidelity CP Instl 2030 |
| Category Placement: | 2030 Target Date Portfolio |
|
| |
| Fund: | Desjardins fin’l Fidelity CP Instl 2035 |
| Category Placement: | 2035 Target Date Portfolio |
|
| |
| Fund: | Desjardins fin’l Fidelity CP Instl 2040 |
| Category Placement: | 2035+ Target Date Portfolio |
|
| |
| Fund: | Desjardins fin’l Fidelity CP Instl 2045 |
| Category Placement: | 2035+ Target Date Portfolio |
|
| |
| Fund: | Desjardins fin’l Fidelity CP Instl 2050 |
| Category Placement: | 2035+ Target Date Portfolio |
|
| |
| Fund: | Desjardins fin’l Fidelity CP Instl 2055 |
| Category Placement: | 2035+ Target Date Portfolio |
|
| |
| Fund: | Desjardins fin’l Fidelity CP Instl 2060 |
| Category Placement: | 2035+ Target Date Portfolio |
|
| |
| Fund: | Desjardins fin’l Fidelity CP Instl Inc |
| Category Placement: | Canadian Fixed Income Balanced |
|
| |
| Fund: | Ewing Morris Flexible Fixed Income Fund LP |
| Category Placement: | Alternative Credit Focused |
|
| |
| Fund: | FLEXIFONDS Balanced |
| Category Placement: | Canadian Neutral Balanced |
|
| |
| Fund: | FLEXIFONDS Conservative |
| Category Placement: | Canadian Neutral Balanced |
|
| |
| Fund: | FLEXIFONDS Growth |
| Category Placement: | Canadian Equity Balanced |
|
| |
| Fund: | Franklin Canadian Core Equity Fund Series O |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Franklin Emerging Markets Core Equity Fund Series O |
| Category Placement: | Emerging Markets Equity |
|
| |
| Fund: | Franklin International Core Equity Fund Series O |
| Category Placement: | International Equity |
|
| |
| Fund: | Franklin U.S. Core Equity Fund Series O |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Horizons Global Uranium Index ETF (HURA) |
| Category Placement: | Sector Equity |
|
| |
| Fund: | IP Diversified Alternative Income Fund Series C |
| Category Placement: | Alternative Other |
|
| |
| Fund: | Kensington Venture Investment Fund Class A |
| Category Placement: | Alternative Other |
|
| |
| Fund: | Manulife Fundamental Dividend GIF Select Original 75 Series |
| Category Placement: | Canadian Dividend & Income Equity |
|
| |
| Fund: | NBI Presumed Sound Investments Fund Investor Series |
| Category Placement: | Canadian Fixed Income Balanced |
|
| |
| Fund: | NBI Tactical Asset Allocation Fund Advisor Series/ISC |
| Category Placement: | Tactical Balanced |
|
| |
| Fund: | Ninepoint Trade Finance Fund Series F |
| Category Placement: | Alternative Other |
|
| |
| Fund: | Pathways Canadian Concentrated Equity (Galibier) 75/75 |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Pathways Canadian Equity (GWLIM) 75/75 |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Pathways Core Plus Bond (Mackenzie) 75/75 |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | Pathways Emerging Markets Equity (Northcape) 75/75 |
| Category Placement: | Emerging Markets Equity |
|
| |
| Fund: | Pathways Emerging Markets Large Cap Equity (Mackenzie) 75/75 |
| Category Placement: | Emerging Markets Equity |
|
| |
| Fund: | Pathways Global Core Plus Bond (Mackenzie) 75/75 |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | Pathways Global Multi Sector Bond (Brandywine) 75/75 |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | Pathways International Concentrated Equity (C WorldWide) 75/75 |
| Category Placement: | International Equity |
|
| |
| Fund: | Pathways International Equity (Setanta) 75/75 |
| Category Placement: | International Equity |
|
| |
| Fund: | Pathways U.S. Concentrated Equity (Aristotle) 75/75 |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Pathways U.S. Equity (Putnam) 75/75 |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Pier 21 Gbl Emerging Mkts (Northcape) |
| Category Placement: | Emerging Markets Equity |
|
| |
| Fund: | RBC International Index Currency Neutral Fund Series O |
| Category Placement: | International Equity |
|
| |
| Fund: | TD Active Global Enhanced Dividend ETF (TGED) |
| Category Placement: | Global Equity |
|
| |
| Fund: | TD Global Technology Leaders Index ETF (TEC) |
| Category Placement: | Sector Equity |
|
| |
| Fund: | TD Greystone Mortgage and Short Bond Portfolio – Private Alternatives Series |
| Category Placement: | Miscellaneous – Income and Real Property |
|
| |
| Fund: | TD Greystone Real Asset Portfolio – Private Alternatives Series |
| Category Placement: | Miscellaneous – Income and Real Property |
|
| |
| Fund: | TD Systematic International Equity Low Volatility ETF (TILV) |
| Category Placement: | International Equity |
|
| |
| Fund: | Viewpoint Global Fund Trust Class A |
| Category Placement: | Tactical Balanced |
|
| |
Apr
Results of New Fund Reviews – Apr 25, 2019
| Fund: | Baker Gilmore Absolute Return Bond |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Barrantagh Small Cap Canadian Equity Fund Series F |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
| |
| Fund: | Brookfield Real Asset Hybrid Access Trust (Canada) Series A |
| Category Placement: | Miscellaneous – Income and Real Property |
|
| |
| Fund: | CDSPI Core Plus Bond Fund (PH&N) |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | CDSPI Diversified Growth Fund (Schroder) |
| Category Placement: | Tactical Balanced |
|
| |
| Fund: | CDSPI Granite Aggressive Portfolio (Sun Life) |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | CDSPI Granite Balanced Portfolio (Sun Life) |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | CDSPI Granite Conservative Portfolio (Sun Life) |
| Category Placement: | Global Fixed Income Balanced |
|
| |
| Fund: | CDSPI Granite Growth Portfolio (Sun Life) |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | CDSPI Granite Moderate Portfolio (Sun Life) |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | CDSPI Low Volatility Global Equity Fund (MFS) |
| Category Placement: | Global Equity |
|
| |
| Fund: | Desjardins fin’l Canadian Bond Index |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | Desjardins fin’l Canadian Equity |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Desjardins fin’l Canadian Equity Index |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Desjardins fin’l Global Equity |
| Category Placement: | Global Equity |
|
| |
| Fund: | Desjardins fin’l Global Equity Index |
| Category Placement: | Global Equity |
|
| |
| Fund: | Desjardins fin’l Money Market |
| Category Placement: | Canadian Money Market |
|
| |
| Fund: | Evolve U.S. Marijuana ETF Units (USMJ) |
| Category Placement: | Sector Equity |
|
| |
| Fund: | Horizons US Marijuana Index ETF (HMUS) |
| Category Placement: | Sector Equity |
|
| |
| Fund: | KAI Fixed Income Pool Class O |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | Loomis Sayles Global Strategic Alpha Fund Series A |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Loubani I LP |
| Category Placement: | Global Equity |
|
| |
| Fund: | MLI FIAM Focus Canadian Equity Fund |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Ninepoint 2019 Flow-Through Limited Partnership |
| Category Placement: | Natural Resources Equity |
|
| |
| Fund: | Ninepoint Monroe U.S Private Debt Fund Series F U$ |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Palisade Select Fund Class 1 Series A-1 |
| Category Placement: | Energy Equity |
|
| |
| Fund: | Palisade Vantage Fund |
| Category Placement: | Canadian Dividend & Income Equity |
|
| |
Mar
Results of New Fund Reviews – Mar 28, 2019
| Fund: | All Weather Fund Class A |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Celernus Pivot Private Credit Fund Class A |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Franklin K2 Alternatives Fund Series A |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | iShares ESG Canadian Aggregate Bond Index ETF (XSAB) |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | iShares ESG Canadian Short Term Bond Index ETF (XSTB) |
| Category Placement: | Canadian Short Term Fixed Income |
|
| |
| Fund: | iShares ESG MSCI Canada Index ETF (XESG) |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | iShares ESG MSCI EAFE Index ETF (XSEA) |
| Category Placement: | International Equity |
|
| |
| Fund: | iShares ESG MSCI Emerging Markets Index ETF (XSEM) |
| Category Placement: | Emerging Markets Equity |
|
| |
| Fund: | iShares ESG MSCI USA Index ETF (XSUS) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | KAI Core Equity Pool Class O |
| Category Placement: | Global Equity |
|
| |
| Fund: | KPDL Global Equity Private Portfolio |
| Category Placement: | Miscellaneous – Income and Real Property |
|
| |
| Fund: | Mackenzie Credit Absolute Return Fund Series A |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Mackenzie Global Long/Short Equity Alpha Fund Series A |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Mackenzie Global Macro Fund Series A |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Palisade Absolute Fund Class 1 Series A |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Phillips Hager & North Strategic Mortgage Fund |
| Category Placement: | Canadian Short Term Fixed Income |
|
| |
| Fund: | Polar Micro-Cap Fund II L.P. |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Pratte North American Large Cap Fund Series P |
| Category Placement: | North American Equity |
|
| |
| Fund: | Purpose Money Market Fund Class A |
| Category Placement: | Canadian Money Market |
|
| |
| Fund: | RBC Emerging Markets Balanced Fund Series A |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | RBC Emerging Markets Equity Focus Fund Series A |
| Category Placement: | Emerging Markets Equity |
|
| |
| Fund: | Ridgewood Canadian Bond Fund Series A |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | Ridgewood Tactical Yield Fund Series A |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | Russell Investments Yield Opportunities Pool Series A |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Vision Alternative Income Fund Class A |
| Category Placement: | Alternative Strategies |
|
| |
Feb
Results of New Fund Reviews – Feb 28, 2019
| Fund: | Arrow Global Advantage Alternative Class |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | BMO Balanced ETF (ZBAL) |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | BMO China Technology ETF (ZCT) |
| Category Placement: | Sector Equity |
|
| |
| Fund: | BMO Conservative ETF (ZCON) |
| Category Placement: | Global Fixed Income Balanced |
|
| |
| Fund: | BMO Covered Call US Banks ETF (ZWK) |
| Category Placement: | Financial Services Equity |
|
| |
| Fund: | BMO Equal Weight US Health Care Index ETF (ZHU) |
| Category Placement: | Sector Equity |
|
| |
| Fund: | BMO Growth ETF (ZGRO) |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | BMO NASDAQ 100 Equity Index ETF (ZNQ) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | BMO Ultra Short-Term US Bond ETF (US Dollar Units) (ZUS.U) |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | Canso Private Investment Grade Bond Fund |
| Category Placement: | Canadian Corporate Fixed Income |
|
| |
| Fund: | CC&L Alternative Canadian Equity Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | CC&L Alternative Global Equity Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | CC&L Alternative Income Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Desjardins fin’l Desj Rspnb Fxd Inc |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | Desjardins fin’l Desj Rspnb Gr |
| Category Placement: | Global Equity |
|
| |
| Fund: | Dynamic Credit Absolute Return II Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Dynamic Real Estate & Infrastructure Income II Fund |
| Category Placement: | Canadian Focused Small/Mid Cap Equity |
|
| |
| Fund: | Evovest Global Equity Fund Series E |
| Category Placement: | Global Equity |
|
| |
| Fund: | Fieldhouse Enhanced Pension Plus |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Forge First Long Short Trust |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Forge First Multi Strategy Trust |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Franklin Conservative Income ETF Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
| |
| Fund: | Franklin Core ETF Portfolio |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | Franklin FTSE Canada All Cap Index ETF (FLCD) |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Franklin FTSE Europe ex U.K. Index ETF (FLUR) |
| Category Placement: | European Equity |
|
| |
| Fund: | Franklin FTSE Japan Index ETF (FLJA) |
| Category Placement: | Geographic Equity |
|
| |
| Fund: | Franklin FTSE U.S. Index ETF (FLAM) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Franklin Growth ETF Portfolio |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | Global Equity (Fiera Capital) |
| Category Placement: | Global Equity |
|
| |
| Fund: | Global Equity Small Cap (Fischer) |
| Category Placement: | Global Small/Mid Cap Equity |
|
| |
| Fund: | Global Equity Small Cap (Lazard) |
| Category Placement: | Global Small/Mid Cap Equity |
|
| |
| Fund: | Guardian Managed Growth Portfolio |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | Guardian Risk Managed Conservative Portfolio |
| Category Placement: | Tactical Balanced |
|
| |
| Fund: | Guardian SteadyFlow Equity Fund |
| Category Placement: | Global Equity |
|
| |
| Fund: | Guardian SteadyPace Equity Fund |
| Category Placement: | Global Equity |
|
| |
| Fund: | Harris-Bolduc Strategic Quantitative Fund |
| Category Placement: | North American Equity |
|
| |
| Fund: | Horizons Equal Weight Canada Banks Index ETF (HEWB) |
| Category Placement: | Financial Services Equity |
|
| |
| Fund: | IA Clarington International Equity Fund |
| Category Placement: | International Equity |
|
| |
| Fund: | IA Clarington U.S. Equity Opportunities Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | JF Money Market Fund |
| Category Placement: | Canadian Money Market |
|
| |
| Fund: | JF US Money Market Fund |
| Category Placement: | U.S. Money Market |
|
| |
| Fund: | Lorica Canadian Fixed Income Fund |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | Mackenzie Global Growth Balanced Fund |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | NewGen Alternative Income Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Northgate Equity Strategies Pool |
| Category Placement: | North American Equity |
|
| |
| Fund: | Palos-Mitchell Alpha Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | SmartBe Global Value Momentum Trend Index ETF (SBEA) |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Springfield Global Equity Pool |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Steadyhand Builders Fund |
| Category Placement: | Global Equity |
|
| |
| Fund: | Steadyhand Global Small-Cap Equity Fund |
| Category Placement: | Global Small/Mid Cap Equity |
|
| |
| Fund: | TD Emerald Low Vol U.S. Eq Pld Fd Tr |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Vanguard All-Equity ETF Portfolio (VEQT) |
| Category Placement: | Global Equity |
|
| |
| Fund: | Vanguard Conservative Income ETF Portfolio (VCIP) |
| Category Placement: | Global Fixed Income Balanced |
|
| |
| Fund: | Vertex Liquid Alternative Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Vertex Liquid Alternative Fund Plus |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Westbridge Capital Partners Income Trust |
| Category Placement: | Alternative Strategies |
|
| |
Jan
Results of New Fund Reviews – Jan 24, 2019
| Fund: | Bloom Canada Dividend Fund |
| Category Placement: | Canadian Dividend & Income Equity |
|
| |
| Fund: | Caldwell ICM Market Strategy Trust |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Caldwell North American Equity Strategy |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Cardinal Canadian Equity Pool |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Cardinal Foreign Equity Pool |
| Category Placement: | Global Equity |
|
| |
| Fund: | CI Mosaic Balanced ETF Portfolio |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | CI Mosaic Balanced Growth ETF Portfolio |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | CI Mosaic Balanced Income ETF Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
| |
| Fund: | CI Mosaic Growth ETF Portfolio |
| Category Placement: | Global Equity |
|
| |
| Fund: | CI Mosaic Income ETF Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
| |
| Fund: | CIBC Active Investment Grade Corporate Bond ETF (CACB) |
| Category Placement: | Canadian Corporate Fixed Income |
|
| |
| Fund: | CIBC Active Investment Grade Floating Rate Bond ETF (CAFR) |
| Category Placement: | Canadian Short Term Fixed Income |
|
| |
| Fund: | CIBC Multifactor Canadian Equity ETF (CMCE) |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | CIBC Multifactor U.S. Equity ETF (CAD-Hedged) (CMUE.F) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | CIBC Multifactor U.S. Equity ETF (CMUE) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Desjardins Alt Long/Short Equity Market Neutral ETF (DANC) |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Desjardins fin’l BR® 20+ Strip Bond Idx |
| Category Placement: | Canadian Long Term Fixed Income |
|
| |
| Fund: | Desjardins fin’l PH&N LifeTime 2055 |
| Category Placement: | 2035+ Target Date Portfolio |
|
| |
| Fund: | DFS DGIA Money Market Fund |
| Category Placement: | Canadian Money Market |
|
| |
| Fund: | Fidelity Canadian High Quality Index ETF (FCCQ) |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Fidelity Canadian High Quality Index ETF Fund |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Fidelity Canadian Low Volatility Index ETF (FCCL) |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Fidelity Canadian Low Volatility Index ETF Fund |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Fidelity CanAm Opportunities Class |
| Category Placement: | North American Equity |
|
| |
| Fund: | Fidelity CanAm Opportunities Currency Neutral Class |
| Category Placement: | North American Equity |
|
| |
| Fund: | Fidelity Emerging Markets Local Currency Debt Investment Trust |
| Category Placement: | Emerging Markets Fixed Income |
|
| |
| Fund: | Fidelity Global Credit Ex U.S. Investment Trust |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | Fidelity International High Quality Index ETF (FCIQ) |
| Category Placement: | International Equity |
|
| |
| Fund: | Fidelity International High Quality Index ETF Fund |
| Category Placement: | International Equity |
|
| |
| Fund: | Fidelity International Low Volatility Index ETF (FCIL) |
| Category Placement: | International Equity |
|
| |
| Fund: | Fidelity International Low Volatility Index ETF Fund |
| Category Placement: | International Equity |
|
| |
| Fund: | Fidelity U.S. High Quality Currency Neutral Index ETF (FCQH) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Fidelity U.S. High Quality Currency Neutral Index ETF Fund |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Fidelity U.S. High Quality Index ETF (FCUQ) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Fidelity U.S. High Quality Index ETF Fund |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Fidelity U.S. Low Volatility Currency Neutral Index ETF (FCLH) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Fidelity U.S. Low Volatility Currency Neutral Index ETF Fund |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Fidelity U.S. Low Volatility Index ETF (FCUL) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Fidelity U.S. Low Volatility Index ETF Fund |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Galibier Opportunities Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Harvest Equal Weight Global Utilities Income ETF (HUTL) |
| Category Placement: | Sector Equity |
|
| |
| Fund: | Harvest Global Gold Giants Index ETF (HGGG) |
| Category Placement: | Precious Metals Equity |
|
| |
| Fund: | Horizons Equal Weight Canada REIT Index ETF (HCRE) |
| Category Placement: | Real Estate Equity |
|
| |
| Fund: | Horizons Laddered Canadian Preferred Share Index ETF (HLPR) |
| Category Placement: | Preferred Share Fixed Income |
|
| |
| Fund: | Jarislowsky, Fraser Long Term Bond |
| Category Placement: | Canadian Long Term Fixed Income |
|
| |
| Fund: | Kingwest Canadian Equity |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Kingwest US Equity |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Lysander-Slater Preferred Share ActivETF |
| Category Placement: | Preferred Share Fixed Income |
|
| |
| Fund: | Munro Global Growth Equity Fund |
| Category Placement: | Global Equity |
|
| |
| Fund: | NBI Active Canadian Preferred Shares ETF (NPRF) |
| Category Placement: | Preferred Share Fixed Income |
|
| |
| Fund: | NBI Canadian Family Business ETF (NFAM) |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | NBI Global Real Assets Income ETF (NREA) |
| Category Placement: | Global Infrastructure Equity |
|
| |
| Fund: | NBI Liquid Alternatives ETF (NALT) |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | PIMCO Global Short Maturity Fund (Canada) |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | PIMCO Low Duration Monthly Income Fund (Canada) |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | Triasima Canadian Equity Fund |
| Category Placement: | Canadian Equity |
|
| |
2018
Dec
Results of New Fund Reviews – Dec 20, 2018
| Fund: | Barometer Tactical Fixed Income Pool |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | BMO Global Growth TACTIC Class |
| Category Placement: | Global Small/Mid Cap Equity |
|
| |
| Fund: | BMO Global Water Solutions TACTIC Class |
| Category Placement: | Global Equity |
|
| |
| Fund: | BMO PineBridge Preferred Securities TACTIC Fund |
| Category Placement: | Preferred Share Fixed Income |
|
| |
| Fund: | Caldwell U.S. Dividend Advantage Fund |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Cambridge Canadian Long-Term Bond Pool |
| Category Placement: | Canadian Long Term Fixed Income |
|
| |
| Fund: | CIBC Smart Balanced Growth Solution |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | CIBC Smart Balanced Income Solution |
| Category Placement: | Canadian Fixed Income Balanced |
|
| |
| Fund: | CIBC Smart Balanced Solution |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | CIBC Smart Growth Solution |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | CIBC Smart Income Solution |
| Category Placement: | Canadian Fixed Income Balanced |
|
| |
| Fund: | Desjardins fin’l Acadian Glbl Mgd Vol Eq |
| Category Placement: | Global Equity |
|
| |
| Fund: | Desjardins fin’l Gateway Active Fxd Inc |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | Desjardins fin’l Gateway Active Growth |
| Category Placement: | Global Equity |
|
| |
| Fund: | Desjardins fin’l Gateway Indexed Fxd Inc |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | Desjardins fin’l Gateway Indexed Growth |
| Category Placement: | Global Equity |
|
| |
| Fund: | Galileo Technology and Blockchain LP |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Global Balanced (CI Investments) |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | Global Equity (AGF) |
| Category Placement: | Global Equity |
|
| |
| Fund: | Hamilton Capital Australian Financials Yield ETF (HFA) |
| Category Placement: | Financial Services Equity |
|
| |
| Fund: | High Yield Fixed Income (TDAM) |
| Category Placement: | High Yield Fixed Income |
|
| |
| Fund: | Investors International Small Cap Fund |
| Category Placement: | Global Small/Mid Cap Equity |
|
| |
| Fund: | Jarislowsky Fraser Em Mkts Eq |
| Category Placement: | Emerging Markets Equity |
|
| |
| Fund: | RBC International Small Cap Equity Fund |
| Category Placement: | Global Small/Mid Cap Equity |
|
| |
| Fund: | SectorWise Balanced Portfolio |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | SectorWise Conservative Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
| |
| Fund: | SectorWise Growth Portfolio |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | Signature Systematic Yield Pool |
| Category Placement: | Miscellaneous – Income and Real Property |
|
| |
| Fund: | TCI Premia Canadian VQ Eq Prvt Pool |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | TCI Premia Preferred Share Prvt Pool |
| Category Placement: | Preferred Share Fixed Income |
|
| |
| Fund: | TCI Premia Real Assets Private Pool |
| Category Placement: | Real Estate Equity |
|
| |
| Fund: | Universal Life SSQ Emerging Market Equity – MSCI Emerging Markets |
| Category Placement: | Emerging Markets Equity |
|
| |
| Fund: | Universal Life SSQ Global Equity – MSCI World Ex Canada |
| Category Placement: | Global Equity |
|
| |
| Fund: | Universal Life SSQ Small Cap US Equity – S&P Small cap 600 |
| Category Placement: | U.S. Small/Mid Cap Equity |
|
| |
| Fund: | Universal Life SSQ US Equity, technology – MSCI US IM Information technology 25/50 |
| Category Placement: | Sector Equity |
|
|
|
Nov
Results of New Fund Reviews – Nov 22, 2018
| Fund: | BMO SIA Focused Canadian Equity Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | BMO SIA Focused North American Equity Fund |
| Category Placement: | North American Equity |
|
|
|
| Fund: | Bristol Gate Concentrated Canadian Equity ETF (BGC) |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | Bristol Gate Concentrated US Equity ETF (BGU) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Brookfield Real Assets Hybrid Fund (Canada) LP |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | CI Canadian Equity Private Pool |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | CI Canadian Fixed Income Private Pool |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | CI Global Asset Allocation Private Pool |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | CI Global Balanced Yield Private Pool |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | CI Global Concentrated Equity Private Pool |
| Category Placement: | Global Equity |
|
|
|
| Fund: | CI Global Enhanced Government Bond Private Pool |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | CI Global Equity Alpha Private Pool |
| Category Placement: | Global Equity |
|
|
|
| Fund: | CI Global Equity Momentum Private Pool |
| Category Placement: | Global Equity |
|
|
|
| Fund: | CI Global High Yield Credit Private Pool |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | CI Global Investment Grade Credit Private Pool |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | CI Global Smaller Companies Private Pool |
| Category Placement: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | CI Global Unconstrained Bond Private Pool |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | CI International Equity Alpha Private Pool |
| Category Placement: | International Equity |
|
|
|
| Fund: | CI International Equity Growth Private Pool |
| Category Placement: | International Equity |
|
|
|
| Fund: | CI International Equity Value Private Pool |
| Category Placement: | International Equity |
|
|
|
| Fund: | CI North American Small/Mid Cap Equity Private Pool |
| Category Placement: | Canadian Focused Small/Mid Cap Equity |
|
|
|
| Fund: | CI U.S. Equity Private Pool |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Evolve Active Global Fixed Income ETF (EARN) |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Horizons Global Sustainability Leaders Index ETF (ETHI) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Horizons Industry 4.0 Index ETF (FOUR) |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | iA U.S. Equity Index (BlackRock) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | IG JPMorgan Emerging Markets Fund |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | IG Managed Risk Portfolio – Income Focus |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | Investors International Small Cap Fund |
| Category Placement: | International Equity |
|
|
|
| Fund: | London Life Pathways Canadian Concentrated Equity Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | London Life Pathways Canadian Equity Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | London Life Pathways Core Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | London Life Pathways Core Plus Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | London Life Pathways Emerging Markets Equity Fund |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | London Life Pathways Emerging Markets Large Cap Equity Fund |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | London Life Pathways Global Core Plus Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | London Life Pathways Global Multi Sector Bond Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | London Life Pathways Global Tactical Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | London Life Pathways International Concentrated Equity Fund |
| Category Placement: | International Equity |
|
|
|
| Fund: | London Life Pathways International Equity Fund |
| Category Placement: | International Equity |
|
|
|
| Fund: | London Life Pathways Money Market Fund |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | London Life Pathways U.S. Concentrated Equity Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | London Life Pathways U.S. Equity Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Manulife Multifactor Emerging Markets Index ETF (MEME.B) |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Matco Balanced Fund |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Matco Canadian Equity Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Matco Small Cap Fund |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | NCM Canadian Enhanced Equity Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Ninepoint Special Situations Fund LP |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Russell Investments Multi-Factor Global Balanced |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | TD Emerald Global Equity Index Non-Taxable Investor Pooled Fund Trust |
| Category Placement: | Global Equity |
|
|
|
| Fund: | TD Select Short Term Corporate Bond Ladder ETF (TCSB) |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | TD Select U.S. Short Term Corporate Bond Ladder ETF (TUSB) |
| Category Placement: | Global Corporate Fixed Income |
|
|
|
Oct
Results of New Fund Reviews – Oct 25, 2018
| Fund: | 1832 AM Investment Grade U.S. Corporate Bond Pool |
| Category Placement: | Global Corporate Fixed Income |
|
| |
| Fund: | BMO Advantaged Equal Weight Banks TACTIC Fund |
| Category Placement: | Financial Services Equity |
|
| |
| Fund: | BMO Advantaged Equal Weight Oil & Gas TACTIC Fund |
| Category Placement: | Energy Equity |
|
| |
| Fund: | BMO Advantaged Laddered Preferred Share TACTIC Fund |
| Category Placement: | Preferred Share Fixed Income |
|
| |
| Fund: | BMO Advantaged S&P/TSX Capped Composite TACTIC Fund |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | BMO Private Market Neutral Global Equity Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Brompton Flaherty & Crumrine Investment Grade Preferred ETF (BPRF) |
| Category Placement: | Preferred Share Fixed Income |
|
| |
| Fund: | Brompton Global Dividend Growth ETF (BDIV) |
| Category Placement: | Global Equity |
|
| |
| Fund: | Brompton North American Financials Dividend ETF (BFIN) |
| Category Placement: | Financial Services Equity |
|
| |
| Fund: | Canada Life Emerging Markets (Putnam) |
| Category Placement: | Emerging Markets Equity |
|
| |
| Fund: | Capital Group Capital Income Builder (Canada) |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | Dynamic Alpha Performance II Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Dynamic Premium Yield PLUS Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | FBC Distributed Ledger Technology Adopters ETF (FBCN) |
| Category Placement: | Global Equity |
|
| |
| Fund: | Global Real Estate & E-Commerce Dividend Fund |
| Category Placement: | Real Estate Equity |
|
| |
| Fund: | GWL Emerging Markets (Putnam) |
| Category Placement: | Emerging Markets Equity |
|
| |
| Fund: | Hamilton Capital Canadian Bank Variable-Weight ETF (HCB) |
| Category Placement: | Financial Services Equity |
|
| |
| Fund: | Hudson Total Mandate Portfolio Fund |
| Category Placement: | Tactical Balanced |
|
| |
| Fund: | iA Canadian Equity Index |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | iA Fidelity Global Concentrated Equity |
| Category Placement: | Global Equity |
|
| |
| Fund: | iA Fidelity Global Monthly Income |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | iA Global Asset Allocation (iAIM) |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | iA Global Asset Allocation Opportunity (iAIM) |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | iA Global Asset Allocation Security (iAIM) |
| Category Placement: | Global Fixed Income Balanced |
|
| |
| Fund: | iA International Equity Index (BlackRock) |
| Category Placement: | International Equity |
|
| |
| Fund: | iA Thematic Innovation |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Indigoblue Global Balanced Fund |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | Lawrence Park Alternative Investment Grade Credit Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Mackenzie Global Environmental Equity Fund |
| Category Placement: | Global Equity |
|
| |
| Fund: | Manulife Global Thematic Opportunities Fund |
| Category Placement: | Global Equity |
|
| |
| Fund: | Marret Alternative Absolute Return Bond Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Morrison Laurier Mortgage Corporation |
| Category Placement: | Miscellaneous – Income and Real Property |
|
| |
| Fund: | Munro Alternative Global Growth Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | NCM Balanced Income Portfolio |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | NCM Conservative Income Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
| |
| Fund: | NCM Growth & Income Portfolio |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | ONE North American Core Plus Bond ETF (ONEB) |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | Phillips, Hager & North LifeTime 2055 Fund |
| Category Placement: | 2035+ Target Date Portfolio |
|
| |
| Fund: | Picton Mahoney Fortified Active Extension Alternative Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Picton Mahoney Fortified Market Neutral Alternative Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Picton Mahoney Fortified Multi-Strategy Alternative Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | PK Core Fund |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | Purpose Global Diversified ETF Fund |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | Purpose Gold Bullion Fund |
| Category Placement: | Commodity |
|
| |
| Fund: | Purpose Specialty Lending Trust |
| Category Placement: | Miscellaneous – Income and Real Property |
|
| |
| Fund: | Rockridge Private Debt & Real Estate Pool |
| Category Placement: | Miscellaneous – Income and Real Property |
|
| |
| Fund: | Scotia Aria Equity Build Portfolio |
| Category Placement: | Global Equity |
|
| |
| Fund: | Scotia Aria Equity Defend Portfolio |
| Category Placement: | Global Equity |
|
| |
| Fund: | Scotia Aria Equity Pay Portfolio |
| Category Placement: | Global Equity |
|
| |
| Fund: | Scotia Private Diversified International Equity Pool |
| Category Placement: | International Equity |
|
| |
| Fund: | Scotia Private International Growth Equity Pool |
| Category Placement: | International Equity |
|
| |
| Fund: | Starlight Global Infrastructure Fund |
| Category Placement: | Global Infrastructure Equity |
|
| |
| Fund: | Starlight Global Real Estate Fund |
| Category Placement: | Real Estate Equity |
|
| |
| Fund: | Sun Life Tactical Balanced ETF Portfolio |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | Sun Life Tactical Conservative ETF Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
| |
| Fund: | Sun Life Tactical Equity ETF Portfolio |
| Category Placement: | Global Equity |
|
| |
| Fund: | Sun Life Tactical Fixed Income ETF Portfolio |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | Sun Life Tactical Growth ETF Portfolio |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | TD Active Preferred Share ETF (TPRF) |
| Category Placement: | Preferred Share Fixed Income |
|
| |
| Fund: | TD Active Short Term Corporate Bond Ladder ETF (TCSB) |
| Category Placement: | Canadian Short Term Fixed Income |
|
| |
| Fund: | TD U.S. Short Term Corporate Bond Ladder ETF (TUSB) |
| Category Placement: | Global Corporate Fixed Income |
|
| |
| Fund: | United Canadian Equity Alpha Pool |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | United Global Equity Allocation Pool |
| Category Placement: | Global Equity |
|
| |
| Fund: | United International Equity Alpha Pool |
| Category Placement: | International Equity |
|
| |
| Fund: | United International Equity Value Currency Hedged Pool |
| Category Placement: | International Equity |
|
| |
| Fund: | United US Equity Alpha Pool |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | United US Equity Value Currency Hedged Pool |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Vault Real Property Secured Debt Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
|
| |
| Fund: | VCIM Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | VCIM Canadian Equity Fund |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | VCIM Global Equity Fund |
| Category Placement: | Global Equity |
|
| |
| Fund: | VCIM Income Fund |
| Category Placement: | Canadian Equity Balanced |
|
|
|
Sep
Results of New Fund Reviews – Sep 26, 2018
| Fund: | Assumption Life SmartSeries 2020 |
| Category Placement: | Short-term Target Date Portfolio |
|
| |
| Fund: | Assumption Life SmartSeries 2025 |
| Category Placement: | 2025 Target Date Portfolio |
|
| |
| Fund: | Assumption Life SmartSeries 2030 |
| Category Placement: | 2030 Target Date Portfolio |
|
| |
| Fund: | Assumption Life SmartSeries 2035 |
| Category Placement: | 2035 Target Date Portfolio |
|
| |
| Fund: | Assumption Life SmartSeries 2040 |
| Category Placement: | 2035+ Target Date Portfolio |
|
| |
| Fund: | Assumption Life SmartSeries 2045 |
| Category Placement: | 2035+ Target Date Portfolio |
|
| |
| Fund: | Assumption Life SmartSeries 2050 |
| Category Placement: | 2035+ Target Date Portfolio |
|
| |
| Fund: | Assumption Life SmartSeries 2055 |
| Category Placement: | 2035+ Target Date Portfolio |
|
| |
| Fund: | Assumption Life SmartSeries Income |
| Category Placement: | Canadian Equity Balanced |
|
| |
| Fund: | CIBC Multi-Asset Absolute Return Strategy |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Coincapital STOXX B.R.AI.N. Index Fund |
| Category Placement: | Sector Equity |
|
| |
| Fund: | Coincapital STOXX Blockchain Patents Innovation Index Fund |
| Category Placement: | Sector Equity |
|
| |
| Fund: | Desjardins RI Active Canadian Bond – Low CO2 ETF (DRCU) |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | Desjardins RI Canada – Low CO2 Index ETF (DRMC) |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Desjardins RI Canada Multifactor – Low CO2 ETF (DRFC) |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Desjardins RI Developed ex-USA ex-Canada Multifactor – Low CO2 ETF (DRFD) |
| Category Placement: | International Equity |
|
| |
| Fund: | Desjardins RI Emerging Markets Multifactor – Low CO2 ETF (DRFE) |
| Category Placement: | Emerging Markets Equity |
|
| |
| Fund: | Desjardins RI Global Multifactor – Fossil Fuel Reserves Free ETF (DRFG) |
| Category Placement: | Global Equity |
|
| |
| Fund: | Desjardins RI USA – Low CO2 Index ETF (DRMU) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Desjardins RI USA Multifactor – Low CO2 ETF (DRFU) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Desjardins SocieTerra Emerging Markets Equity Fund |
| Category Placement: | Emerging Markets Equity |
|
| |
| Fund: | Desjardins SocieTerra International Equity Fund |
| Category Placement: | International Equity |
|
| |
| Fund: | Desjardins SocieTerra Positive Change Fund |
| Category Placement: | International Equity |
|
| |
| Fund: | DFA Global Fixed Income Portfolio |
| Category Placement: | Global Corporate Fixed Income |
|
| |
| Fund: | DFS BlackRock MSCI Emerging Markets Index |
| Category Placement: | Emerging Markets Equity |
|
| |
| Fund: | DFS Vanguard Global Fixed Income Index |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | DGIA Canadian Long Term Fixed Income |
| Category Placement: | Canadian Long Term Fixed Income |
|
| |
| Fund: | eQuaTe Asset Management MVP Fund |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
| |
| Fund: | Fidelity Canadian High Dividend Index ETF (FCCD) |
| Category Placement: | Canadian Dividend & Income Equity |
|
| |
| Fund: | Fidelity Canadian High Dividend Index ETF Fund |
| Category Placement: | Canadian Dividend & Income Equity |
|
| |
| Fund: | Fidelity International High Dividend Index ETF (FCID) |
| Category Placement: | International Equity |
|
| |
| Fund: | Fidelity International High Dividend Index ETF Fund |
| Category Placement: | International Equity |
|
| |
| Fund: | Fidelity Tactical Global Dividend ETF Fund |
| Category Placement: | Global Equity |
|
| |
| Fund: | Fidelity U.S. Dividend for Rising Rates Currency Neutral Index ETF (FCRH) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Fidelity U.S. Dividend for Rising Rates Currency Neutral Index ETF Fund |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Fidelity U.S. Dividend for Rising Rates Index ETF (FCRR) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Fidelity U.S. Dividend for Rising Rates Index ETF Fund |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Fidelity U.S. High Dividend Currency Neutral Index ETF (FCUH) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Fidelity U.S. High Dividend Currency Neutral Index ETF Fund |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Fidelity U.S. High Dividend Index ETF (FCUD) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Fidelity U.S. High Dividend Index ETF Fund |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | iA Mortgage Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
|
| |
| Fund: | iA Real Estate Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
|
| |
| Fund: | Invesco S&P Europe 350 Equal Weight Index ETF (EQE) |
| Category Placement: | European Equity |
|
| |
| Fund: | IPC Balanced Essentials Portfolio |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | IPC Growth Essentials Portfolio |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | IPC Income Essentials Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
|
| |
| Fund: | LON American Equity (Beutel Goodman) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | LON Emerging Markets (Putnam) |
| Category Placement: | Emerging Markets Equity |
|
| |
| Fund: | LON Global Equity (Setanta) |
| Category Placement: | Global Equity |
|
| |
| Fund: | Marret Tactical Destressed Debt |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Ninepoint 2018-II Flow-Through LP |
| Category Placement: | Natural Resources Equity |
|
| |
| Fund: | RBC Target 2024 Corporate Bond Index ETF (RQL) |
| Category Placement: | Canadian Corporate Fixed Income |
|
| |
| Fund: | RBC Target 2025 Corporate Bond Index ETF (RQN) |
| Category Placement: | Canadian Corporate Fixed Income |
|
| |
| Fund: | Slate Securities Real Estate Performance Trust |
| Category Placement: | Real Estate Equity |
|
| |
| Fund: | TD Emerald Enhanced RRB Overlay Portfolio |
| Category Placement: | Canadian Inflation Protected Fixed Income |
|
|
|
Aug
Results of New Fund Reviews – Aug 23, 2018
| Fund: | AlphaDelta Canadian Growth of Dividend Income Class |
| Category Placement: | Canadian Dividend & Income Equity |
|
| |
| Fund: | BlueBay Emerging Markets Bond Fund (Canada) |
| Category Placement: | Emerging Markets Fixed Income |
|
| |
| Fund: | BlueBay Emerging Markets Local Currency Bond Fund (Canada) |
| Category Placement: | Emerging Markets Fixed Income |
|
| |
| Fund: | EHP Advantage Alternative Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | EHP Advantage International Alternative Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | EHP Global Arbitrage Alternative Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | EHP Guardian Alternative Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | EHP Guardian International Alternative Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | EHP Select Alternative Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Guardian Investment Grade Corporate Bond Fund |
| Category Placement: | Canadian Corporate Fixed Income |
|
| |
| Fund: | Guardian U.S. Equity All Cap Growth Fund |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Lynwood Opportunities Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Ninepoint Core Bond Fund |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | PH&N High Yield Mortgage Fund |
| Category Placement: | High Yield Fixed Income |
|
| |
| Fund: | Purpose Floating Rate Income Fund |
| Category Placement: | Floating Rate Loan |
|
| |
| Fund: | Quadrus Global All Cap Equity Fund (Setanta) |
| Category Placement: | Global Equity |
|
| |
| Fund: | Quadrus Global Dividend Equity Fund (Setanta) |
| Category Placement: | Global Equity |
|
| |
| Fund: | RBC Conservative Bond Pool |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | RBC Core Bond Pool |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | RBC Core Plus Bond Pool |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | RBC QUBE 120/20 Canadian Equity Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | TD Global Equity Focused Fund |
| Category Placement: | Global Equity |
|
| |
| Fund: | Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY) |
| Category Placement: | International Equity |
|
| |
| Fund: | WisdomTree ICBCCS S&P China 500 Index ETF (CHNA) |
| Category Placement: | Greater China Equity |
|
| |
| Fund: | WisdomTree Japan Equity Index ETF (JAPN) |
| Category Placement: | Geographic Equity |
|
|
|
Jul
Results of New Fund Reviews – July 26, 2018
| Fund: | CC&L Global Alpha Segregated Fund |
| Category Placement: | Global Small/Mid Cap Equity |
|
| |
| Fund: | Desjardins Global Equity Fund |
| Category Placement: | Global Equity |
|
| |
| Fund: | Fiera ASFI – Relative Value Long Term Universe |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Fiera Global Private Equity |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Fiera Marketplace Lending |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | First Asset Enhanced Government Bond ETF (FGO) |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | Greystone China Income & Growth |
| Category Placement: | Greater China Equity |
|
| |
| Fund: | Greystone Infrastructure Global Master LP |
| Category Placement: | Miscellaneous – Income & Real Property |
|
| |
| Fund: | Horizons Active Emerging Markets Bond ETF (HEMB) |
| Category Placement: | Emerging Markets Fixed Income |
|
| |
| Fund: | Horizons Balanced TRI ETF Portfolio (HBAL) |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | Horizons Conservative TRI ETF Portfolio (HCON) |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | Investors Cornerstone Portfolio |
| Category Placement: | Canadian Short Term Fixed Income |
|
| |
| Fund: | NBI Canadian Bond Index Fund |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | Purpose Managed Duration Investment Grade Bond Fund |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | Ravenstone Equity Trust |
| Category Placement: | North American Equity |
|
| |
| Fund: | Romspen Mortgage Investment Fund |
| Category Placement: | Miscellaneous – Income & Real Property |
|
| |
| Fund: | Russell Investments Multi-Factor Canadian Equity Pool |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Sun Life JPMorgan International Equity Fund |
| Category Placement: | International Equity |
|
|
|
Jun
Results of New Fund Reviews – June 28, 2018
| Fund: | AGFiQ Enhanced Core Global Multi-Sector Bond ETF (QGB) |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | AGFiQ Enhanced Global ESG Factors ETF (QEF) |
| Category Placement: | Global Equity |
|
| |
| Fund: | AGFiQ Enhanced Global Infrastructure ETF (QIF) |
| Category Placement: | Global Infrastructure Equity |
|
| |
| Fund: | Blockchain Technologies ETF (HBLK) |
| Category Placement: | Sector Equity |
|
| |
| Fund: | BMO Corporate Bond Index ETF (ZCB) |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | BMO Europe High Dividend Covered Call ETF (ZWP) |
| Category Placement: | European Equity |
|
| |
| Fund: | BMO Global Communications Index ETF (COM) |
| Category Placement: | Sector Equity |
|
| |
| Fund: | BMO Government Bond Index ETF (ZGB) |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | BMO Short-Term Bond Index ETF (ZSB) |
| Category Placement: | Canadian Short Term Fixed Income |
|
| |
| Fund: | BMO US High Dividend Covered Call Hedged to CAD ETF (ZWS) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Educators Monitored Aggressive Portfolio |
| Category Placement: | Global Equity |
|
| |
| Fund: | Educators Monitored Balanced Portfolio |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | Educators Monitored Conservative Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
| |
| Fund: | Educators Monitored Growth Portfolio |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | Evolve Marijuana ETF (SEED) |
| Category Placement: | Sector Equity |
|
| |
| Fund: | First Avenue Dividend Growth Fund |
| Category Placement: | North American Equity |
|
| |
| Fund: | Harvest Global Resource Leaders ETF (HRES) |
| Category Placement: | Natural Resources Equity |
|
| |
| Fund: | Harvest US Bank Leaders Income ETF (HUBL) |
| Category Placement: | Financial Services Equity |
|
| |
| Fund: | Horizons Emerging Marijuana Growers Index ETF (HMJR) |
| Category Placement: | Sector Equity |
|
| |
| Fund: | Mackenzie Balanced ETF Portfolio |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | Mackenzie Conservative ETF Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
| |
| Fund: | Mackenzie Conservative Income ETF Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
| |
| Fund: | Mackenzie Growth ETF Portfolio |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | Mackenzie Moderate Growth ETF Portfolio |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | Marijuana Opportunities Fund |
| Category Placement: | Sector Equity |
|
| |
| Fund: | Ninepoint 2018 Flow-Through Limited Partnership |
| Category Placement: | Natural Resources Equity |
|
| |
| Fund: | PH&N Municipal Plus Bond |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | PH&N Synthetic Floating Rate |
| Category Placement: | Floating Rate Loan |
|
| |
| Fund: | PowerShares 1-5 Year Laddered All Government Bond Index ETF (PGB) |
| Category Placement: | Canadian Short Term Fixed Income |
|
| |
| Fund: | Redwood Energy Credit Fund |
| Category Placement: | High Yield Fixed Income |
|
| |
| Fund: | Sprott Concentrated Canadian Equity Fund |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Sprott International Small Cap Fund |
| Category Placement: | Global Small/Mid Cap Equity |
|
| |
| Fund: | TD Emerald Canadian Bond Pooled Fund Trust |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | TD Emerald Global Equity Index Fund |
| Category Placement: | Global Equity |
|
| |
| Fund: | TD Emerald Hedged U.S. Equity Pooled Fund Trust II |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | WindWise Canadian Managed Volatility |
| Category Placement: | Canadian Equity |
|
|
|
May
Results of New Fund Reviews – May 24, 2018
| Fund: | DFS DGIA Long Term Enhanced Bond |
| Category Placement: | Canadian Long Term Fixed Income |
|
| |
| Fund: | DFS GIF – Maximum Growth – Desjardins SocieTerra |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | Empire Life Emblem Global Aggressive Growth Portfolio GIF |
| Category Placement: | Global Equity |
|
| |
| Fund: | Empire Life Emblem Global Balanced Portfolio GIF |
| Category Placement: | Global Neutral Balanced |
|
| |
| Fund: | Empire Life Emblem Global Conservative Portfolio GIF |
| Category Placement: | Global Fixed Income Balanced |
|
| |
| Fund: | Empire Life Emblem Global Moderate Growth Portfolio GIF |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | Empire Life Global Asset Allocation GIF |
| Category Placement: | Tactical Balanced |
|
| |
| Fund: | Empire Life Global Smaller Companies GIF |
| Category Placement: | Global Small/Mid Cap Equity |
|
| |
| Fund: | Empire Life Strategic Corporate Bond GIF |
| Category Placement: | High Yield Fixed Income |
|
| |
| Fund: | Evolve Innovation Index ETF (EDGE) |
| Category Placement: | Global Equity |
|
| |
| Fund: | Fidelity ClearPath 2060 Portfolio |
| Category Placement: | 2035+ Target Date Portfolio |
|
| |
| Fund: | First Trust International Capital Strength ETF (FINT) |
| Category Placement: | International Equity |
|
| |
| Fund: | Franklin Liberty Global Aggregate Bond ETF (CAD-Hedged) (FLGA) |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | Franklin Liberty Senior Loan ETF (CAD-Hedged) (FLSL) |
| Category Placement: | Floating Rate Loan |
|
| |
| Fund: | Franklin Liberty U.S. Investment Grade Corporate ETF (CAD-Hedged) (FLUI) |
| Category Placement: | Global Corporate Fixed Income |
|
| |
| Fund: | Invesco S&P 500 Equal Weight Index ETF (CAD) (EQL) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | J. Zechner Associates Canadian Union Partnership Fund |
| Category Placement: | Canadian Neutral Balanced |
|
| |
| Fund: | J. Zechner Associates Fixed Income Fund |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | J. Zechner Associates Pooled Balanced Fund |
| Category Placement: | Tactical Balanced |
|
| |
| Fund: | J. Zechner Associates Preferred Share Pooled Fund |
| Category Placement: | Preferred Share Fixed Income |
|
| |
| Fund: | J. Zechner Associates Special Equity Fund |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
| |
| Fund: | Leith Wheeler Emerging Markets Equity Fund |
| Category Placement: | Emerging Markets Equity |
|
| |
| Fund: | Leith Wheeler Preferred Share Fund |
| Category Placement: | Preferred Share Fixed Income |
|
| |
| Fund: | Leith Wheeler Short Term Income Fund |
| Category Placement: | Canadian Short Term Fixed Income |
|
| |
| Fund: | Mackenzie Multi-Strategy Absolute Return Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Manulife BlackRock Listed Real Assets Fund |
| Category Placement: | Global Equity |
|
| |
| Fund: | MD Platinum Global Private Equity Pool |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Morgan Meighen Special Situations Pooled Fund |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
| |
| Fund: | Radin Global Opportunities Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | RBC International Equity (CAD Hedged) Index ETF (RINH) |
| Category Placement: | International Equity |
|
| |
| Fund: | RBC U.S. Banks Yield (CAD Hedged) Index ETF (RUBH) |
| Category Placement: | Financial Services Equity |
|
| |
| Fund: | RBC U.S. Banks Yield Index ETF (RUBY) |
| Category Placement: | Financial Services Equity |
|
| |
| Fund: | RBC U.S. Equity (CAD Hedged) Index ETF (RUSH) |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Vanguard Global Balanced Fund |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | Vanguard Global Dividend Fund |
| Category Placement: | Global Equity |
|
| |
| Fund: | Vanguard International Growth Fund |
| Category Placement: | International Equity |
|
| |
| Fund: | Vanguard Windsor U.S. Value Fund |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Veritas Canadian Equity Fund |
| Category Placement: | Canadian Equity |
|
|
|
Apr
Results of New Fund Reviews – Apr 26, 2018
| Fund: | BMO Concentrated Global Equity Fund |
| Category Placement: | Global Equity |
|
| |
| Fund: | BMO Covered Call Canada High Dividend ETF Fund |
| Category Placement: | Canadian Dividend & Income Equity |
|
| |
| Fund: | BMO Crossover Bond Fund |
| Category Placement: | Global Corporate Fixed Income |
|
| |
| Fund: | BMO Global Multi-Sector Bond Fund |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | BMO Multi-Factor Equity Fund |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | BMO U.S. Small Cap Fund |
| Category Placement: | U.S. Small/Mid Cap Equity |
|
| |
| Fund: | Bristol Gate Canadian Equity |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | East Coast Strategic Credit Trust |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | Evolve Active Core Fixed Income ETF (FIXD) |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | Fidelity Founders Class |
| Category Placement: | Global Equity |
|
| |
| Fund: | Fidelity Founders Currency Neutral Class |
| Category Placement: | Global Equity |
|
| |
| Fund: | Global Healthcare Income & Growth ETF (HIG) |
| Category Placement: | Sector Equity |
|
| |
| Fund: | HSBC Wealth Compass Aggressive Growth Fund |
| Category Placement: | Global Equity |
|
| |
| Fund: | HSBC Wealth Compass Balanced Fund |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | HSBC Wealth Compass Conservative Fund |
| Category Placement: | Canadian Fixed Income Balanced |
|
| |
| Fund: | HSBC Wealth Compass Growth Fund |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | HSBC Wealth Compass Moderate Conservative Fund |
| Category Placement: | Canadian Neutral Balanced |
|
| |
| Fund: | ONE Global Equity ETF (ONEQ) |
| Category Placement: | Global Equity |
|
| |
| Fund: | Pacifica Partners Tactical Balanced Fund |
| Category Placement: | Tactical Balanced |
|
| |
| Fund: | Russell Investments Multi-Factor US Equity Pool |
| Category Placement: | U.S. Equity |
|
| |
| Fund: | Tech Leaders Income ETF (TLF) |
| Category Placement: | Sector Equity |
|
|
|
Mar
Results of New Fund Reviews – Mar 22, 2018
| Fund: | Aventine Stable Income Fund |
| Category Placement: | Canadian Equity Balanced |
|
| |
| Fund: | CI Cambridge Global Smaller Companies |
| Category Placement: | Global Small/Mid Cap Equity |
|
| |
| Fund: | DFS CC&L Canadian Equity Growth |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | DFS Desjardins Global Bond (Lombard Odier) |
| Category Placement: | Global Fixed Income |
|
| |
| Fund: | DFS Global Alpha Global Small Cap Equity |
| Category Placement: | Global Small/Mid Cap Equity |
|
| |
| Fund: | DFS Letko Brosseau Canadian Equity |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | DFS Letko Brosseau Emerging Markets Equity |
| Category Placement: | Emerging Markets Equity |
|
| |
| Fund: | Dynamic iShares Active Investment Grade Floating Rate ETF (DXV) |
| Category Placement: | Canadian Corporate Fixed Income |
|
| |
| Fund: | Evolve Blockchain ETF (LINK) |
| Category Placement: | Sector Equity |
|
| |
| Fund: | First Trust Indxx Innovative Transaction and Process ETF (BLCK) |
| Category Placement: | Sector Equity |
|
| |
| Fund: | Formula Growth Global Opportunities Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Harvest European Leaders Income ETF (HEUR) |
| Category Placement: | European Equity |
|
| |
| Fund: | Horizons Blockchain and Cryptocurrency Technologies ETF (BKCH) |
| Category Placement: | Sector Equity |
|
| |
| Fund: | Manulife Money Market Fund |
| Category Placement: | Canadian Money Market |
|
| |
| Fund: | PH&N Enhanced Prism Long Fund |
| Category Placement: | Canadian Fixed Income Balanced |
|
| |
| Fund: | PH&N PRisM Balanced |
| Category Placement: | Canadian Fixed Income Balanced |
|
| |
| Fund: | PH&N PRisM Long |
| Category Placement: | Canadian Long Term Fixed Income |
|
| |
| Fund: | PH&N PRisM Mid |
| Category Placement: | Canadian Long Term Fixed Income |
|
| |
| Fund: | PH&N PRisM Short |
| Category Placement: | Canadian Fixed Income |
|
| |
| Fund: | Portland Global Sustainable Evergreen LP |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | RBC Vision Women’s Leadership MSCI Canada Index ETF (RLDR) |
| Category Placement: | Canadian Equity |
|
| |
| Fund: | Thornmark Alpha Fund |
| Category Placement: | Alternative Strategies |
|
| |
| Fund: | Thornmark Dividend & Income Fund |
| Category Placement: | Global Equity Balanced |
|
| |
| Fund: | Thornmark Enhanced Equity Fund |
| Category Placement: | North American Equity |
|
|
|
Feb
Results of New Fund Reviews – Feb 22, 2018
| Fund: | AGFiQ Enhanced Core Global Multi-Sector Bond ETF (QGB) |
| Category Placement: | Global Fixed Income |
| Fund: | AGFiQ Enhanced Global ESG Factors ETF (QEF) |
| Category Placement: | Global Equity |
| Fund: | AGFiQ Enhanced Global Infrastructure ETF (QIF) |
| Category Placement: | Global Infrastructure Equity |
| Fund: | Blockchain Technologies ETF (HBLK) |
| Category Placement: | Sector Equity |
| Fund: | BMO Corporate Bond Index ETF (ZCB) |
| Category Placement: | Canadian Fixed Income |
| Fund: | BMO Europe High Dividend Covered Call ETF (ZWP) |
| Category Placement: | European Equity |
| Fund: | BMO Global Communications Index ETF (COM) |
| Category Placement: | Sector Equity |
| Fund: | BMO Government Bond Index ETF (ZGB) |
| Category Placement: | Canadian Fixed Income |
| Fund: | BMO Short-Term Bond Index ETF (ZSB) |
| Category Placement: | Canadian Short Term Fixed Income |
| Fund: | BMO US High Dividend Covered Call Hedged to CAD ETF (ZWS) |
| Category Placement: | U.S. Equity |
| Fund: | Educators Monitored Aggressive Portfolio |
| Category Placement: | Global Equity |
| Fund: | Educators Monitored Balanced Portfolio |
| Category Placement: | Global Neutral Balanced |
| Fund: | Educators Monitored Conservative Portfolio |
| Category Placement: | Global Fixed Income Balanced |
| Fund: | Educators Monitored Growth Portfolio |
| Category Placement: | Global Equity Balanced |
| Fund: | Evolve Marijuana ETF (SEED) |
| Category Placement: | Sector Equity |
| Fund: | First Avenue Dividend Growth Fund |
| Category Placement: | North American Equity |
| Fund: | Harvest Global Resource Leaders ETF (HRES) |
| Category Placement: | Natural Resources Equity |
| Fund: | Harvest US Bank Leaders Income ETF (HUBL) |
| Category Placement: | Financial Services Equity |
| Fund: | Horizons Emerging Marijuana Growers Index ETF (HMJR) |
| Category Placement: | Sector Equity |
| Fund: | Mackenzie Balanced ETF Portfolio |
| Category Placement: | Global Neutral Balanced |
| Fund: | Mackenzie Conservative ETF Portfolio |
| Category Placement: | Global Fixed Income Balanced |
| Fund: | Mackenzie Conservative Income ETF Portfolio |
| Category Placement: | Global Fixed Income Balanced |
| Fund: | Mackenzie Growth ETF Portfolio |
| Category Placement: | Global Equity Balanced |
| Fund: | Mackenzie Moderate Growth ETF Portfolio |
| Category Placement: | Global Neutral Balanced |
| Fund: | Marijuana Opportunities Fund |
| Category Placement: | Sector Equity |
| Fund: | Ninepoint 2018 Flow-Through Limited Partnership |
| Category Placement: | Natural Resources Equity |
| Fund: | PH&N Municipal Plus Bond |
| Category Placement: | Canadian Fixed Income |
| Fund: | PH&N Synthetic Floating Rate |
| Category Placement: | Floating Rate Loan |
| Fund: | PowerShares 1-5 Year Laddered All Government Bond Index ETF (PGB) |
| Category Placement: | Canadian Short Term Fixed Income |
| Fund: | Redwood Energy Credit Fund |
| Category Placement: | High Yield Fixed Income |
| Fund: | Sprott Concentrated Canadian Equity Fund |
| Category Placement: | Canadian Equity |
| Fund: | Sprott International Small Cap Fund |
| Category Placement: | Global Small/Mid Cap Equity |
| Fund: | TD Emerald Canadian Bond Pooled Fund Trust |
| Category Placement: | Canadian Fixed Income |
| Fund: | TD Emerald Global Equity Index Fund |
| Category Placement: | Global Equity |
| Fund: | TD Emerald Hedged U.S. Equity Pooled Fund Trust II |
| Category Placement: | U.S. Equity |
| Fund: | WindWise Canadian Managed Volatility |
| Category Placement: | Canadian Equity |
Jan
Results of New Fund Reviews – Jan 24, 2018
| Fund: | Alignvest Top 20 Fund | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Canadian Focused Small/Mid Cap Equity | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|
Fund: | Barreau du Quebec Money Market Fund | Category Placement: | Canadian Money Market |
|
Fund: | BMO Asset Management Market Neutral Global Equity | Category Placement: | Alternative Strategies |
|
Fund: | BMO Canadian Top 15 Small Cap TACTIC Fund | Category Placement: | Canadian Small/Mid Cap Equity |
|
Fund: | BMO FinTech Sector TACTIC Fund | Category Placement: | Financial Services Equity |
|
Fund: | BMO U.S. Top 15 Small Cap TACTIC Fund | Category Placement: | U.S. Small/Mid Cap Equity |
|
Fund: | CWB Onyx Balanced Solution A | Category Placement: | Global Neutral Balanced |
|
Fund: | CWB Onyx Canadian Equity A | Category Placement: | Canadian Equity |
|
Fund: | CWB Onyx Conservative Solution A | Category Placement: | Global Fixed Income Balanced |
|
Fund: | CWB Onyx Diversified Income A | Category Placement: | Canadian Fixed Income |
|
Fund: | CWB Onyx Global Equity A | Category Placement: | Global Equity |
|
Fund: | CWB Onyx Growth Solution A | Category Placement: | Global Equity Balanced |
|
Fund: | Fidelity Investment Grade Total Bond Currency Neutral Fund | Category Placement: | Global Fixed Income |
|
Fund: | Fidelity Investment Grade Total Bond Fund | Category Placement: | Global Fixed Income |
|
Fund: | Franklin Bissett Canadian Bond Fund | Category Placement: | Canadian Fixed Income |
|
Fund: | Franklin Liberty Core Balanced ETF (FLBA) | Category Placement: | Global Neutral Balanced |
|
Fund: | Franklin LibertyQT Emerging Markets Index ETF (FLEM) | Category Placement: | Emerging Markets Equity |
|
Fund: | Franklin LibertyQT Global Dividend Index ETF (FLGD) | Category Placement: | Global Equity |
|
Fund: | GC One Equity Portfolio | Category Placement: | Global Equity |
|
Fund: | GC One Fixed Income Portfolio | Category Placement: | Canadian Fixed Income |
|
Fund: | Gryphon Total Equity Fund | Category Placement: | Global Equity |
|
Fund: | Mackenzie Canadian Aggregate Bond Index ETF (QBB) | Category Placement: | Canadian Fixed Income |
|
Fund: | Mackenzie Canadian All Corporate Bond Index ETF (QCB) | Category Placement: | Canadian Fixed Income |
|
Fund: | Mackenzie Canadian Equity Index ETF (QCN) | Category Placement: | Canadian Equity |
|
Fund: | Mackenzie Canadian Large Cap Equity Index ETF (QCE) | Category Placement: | Canadian Equity |
|
Fund: | Mackenzie Canadian Short-Term Bond Index ETF (QSB) | Category Placement: | Canadian Short Term Fixed Income |
|
Fund: | Mackenzie China A-Shares CSI 300 Index ETF (QCH) | Category Placement: | Greater China Equity |
|
Fund: | Mackenzie International Equity Index ETF (QDX) | Category Placement: | International Equity |
|
Fund: | Mackenzie US High Yield Bond Index ETF (CAD-Hedged) (QHY) | Category Placement: | High Yield Fixed Income |
|
Fund: | Mackenzie US Investment Grade Corporate Bond Index ETF (CAD-Hedged) (YIG) | Category Placement: | Global Fixed Income |
|
Fund: | Mackenzie US Large Cap Equity Index ETF (QUU) | Category Placement: | U.S. Equity |
|
Fund: | Mackenzie US TIPS Index ETF (CAD-Hedged) (QTIP) | Category Placement: | Global Fixed Income |
|
Fund: | Portland Special Opportunities Fund | Category Placement: | Alternative Strategies |
|
Fund: | Purpose Enhanced Dividend Fund | Category Placement: | North American Equity |
|
Fund: | RBC $U.S. Short-Term Corporate Bond Fund | Category Placement: | Global Fixed Income |
|
Fund: | RBC $U.S. Strategic Income Bond Fund | Category Placement: | High Yield Fixed Income |
|
Fund: | RBC Global Bond & Currency Fund | Category Placement: | Global Fixed Income |
|
Fund: | RBC O’Shaughnessy U.S. Value Fund (Unhedged) | Category Placement: | U.S. Equity |
|
Fund: | Redwood Behavioural Opportunities Fund | Category Placement: | North American Equity |
|
Fund: | Rivemont MicroCap Fund | Category Placement: | Global Small/Mid Cap Equity |
|
Fund: | Ross Smith Enhanced Index Fund | Category Placement: | Alternative Strategies |
|
Fund: | Scotia Private Global High Yield Pool | Category Placement: | High Yield Fixed Income |
|
Fund: | Scotia Private Global Infrastructure Pool | Category Placement: | Global Infrastructure Equity |
|
Fund: | Sprott Physical Gold and Silver Trust USD | Category Placement: | Commodity |
|
Fund: | Sprucegrove All Cntry Wld Pld Pnsn | Category Placement: | Global Equity |
|
Fund: | TD Emerald Long-Short Global Equity Portfolio | Category Placement: | Alternative Strategies |
|
Fund: | TD Emerald Private/Public Debt Portfolio | Category Placement: | Alternative Strategies |
|
Fund: | Terra 2017 Short-Term Flow-Through LP | Category Placement: | Natural Resources Equity |
|
||||||||||||||||||||||||||||||||||||||||||||||||
2017
Dec
Results of New Fund Reviews – December 21, 2017
| Fund: | AB Canada Core Plus Advanced Bond | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Global Fixed Income | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|
Fund: | AB Canada Core Plus Bond | Category Placement: | Global Fixed Income |
|
Fund: | AB Canada Intll Val Eq Cap-Wtd Unhdg | Category Placement: | International Equity |
|
Fund: | Desjardins fin’l FT Global Real Asset | Category Placement: | Real Estate Equity |
|
Fund: | Evolve Active Floating Rate Loan ETF (LOAN.B) | Category Placement: | Floating Rate Loan |
|
Fund: | Fidelity ClearPath Inst 2060 Portfolio | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | IA SRP Classic Global Diversified Equity (Forstrong) | Category Placement: | Global Equity Balanced |
|
Fund: | IA SRP Classic Global Diversified Fixed Income (Forstrong) | Category Placement: | Global Fixed Income Balanced |
|
Fund: | IA SRP Classic Indexia Aggressive | Category Placement: | Global Equity |
|
Fund: | IA SRP Classic Indexia Balanced | Category Placement: | Global Neutral Balanced |
|
Fund: | IA SRP Classic Indexia Growth | Category Placement: | Global Equity Balanced |
|
Fund: | IA SRP Classic Indexia Moderate | Category Placement: | Global Neutral Balanced |
|
Fund: | IA SRP Classic Indexia Prudent | Category Placement: | Global Fixed Income Balanced |
|
Fund: | JF Dividend Growth Fund | Category Placement: | Canadian Dividend & Income Equity |
|
Fund: | JF Fixed Income Core Plus Fund | Category Placement: | Canadian Fixed Income |
|
Fund: | LL Cadence 2060 (PSG) | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | LL ClearPath® 2060 Fund (Fidelity) | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | LL Continuum 2060 (PSG) | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | LL Continuum Aggressive 2060 (PSG) | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | LL Continuum Conservative 2060 (PSG) | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | LL Harmonized Aggressive 2060 (PSG) | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | LL Harmonized Conservative 2060 (PSG) | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | LL Harmonized Fund 2060 (PSG) | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | LL Target Retirement 2060 (Vanguard) | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | LL Target Retirement 2065 (Vanguard) | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | Mackenzie Canadian Short Term Fixed Income ETF (MSCB) | Category Placement: | Canadian Short Term Fixed Income |
|
Fund: | Mackenzie Global Leadership Impact ETF (MWMN) | Category Placement: | Global Equity |
|
Fund: | Mackenzie Ivy Global Equity ETF (MIVG) | Category Placement: | Global Equity |
|
Fund: | Mackenzie Portfolio Completion ETF (MPCF) | Category Placement: | Global Neutral Balanced |
|
Fund: | MFS Canadian Long Plus Fixed Income | Category Placement: | Canadian Long Term Fixed Income |
|
Fund: | Sun Life Ryan Labs U.S. Core Fixed Income Fund | Category Placement: | Global Fixed Income |
|
Fund: | Vanguard Balanced ETF Portfolio (VBAL) | Category Placement: | Global Neutral Balanced |
|
Fund: | Vanguard Conservative ETF Portfolio (VCNS) | Category Placement: | Global Neutral Balanced |
|
Fund: | Vanguard Growth ETF Portfolio (VGRO) | Category Placement: | Global Equity Balanced |
|
||||||||||||||||||||||||||||||||||
Nov
Results of New Fund Reviews – November 23, 2017
| Fund: | 3iQ Global Cryptoasset Fund | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Miscellaneous – Other | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|
Fund: | Altervest High Octane Fund | Category Placement: | Alternative Strategies |
|
Fund: | Altervest Premium Harvesting Fund | Category Placement: | Alternative Strategies |
|
Fund: | BMO Castle Mount Feeder Fund L.P. | Category Placement: | Alternative Strategies |
|
Fund: | Capital Group World Bond Fund (Canada) | Category Placement: | Global Fixed Income |
|
Fund: | Desjardins SocieTerra Canadian Equity Fund | Category Placement: | Canadian Equity |
|
Fund: | DFS Multi-Manager Private Credit | Category Placement: | Miscellaneous – Income and Real Property |
|
Fund: | EHP Advantage International Fund | Category Placement: | Alternative Strategies |
|
Fund: | EHP Guardian International Fund | Category Placement: | Alternative Strategies |
|
Fund: | Fidelity Event Driven Opportunities Currency Neutral Class | Category Placement: | U.S. Small/Mid Cap Equity |
|
Fund: | Fidelity Global Asset Allocation Currency Neutral Private Pool | Category Placement: | Tactical Balanced |
|
Fund: | Fidelity Global Asset Allocation Private Pool | Category Placement: | Tactical Balanced |
|
Fund: | Fidelity Global Concentrated Equity Currency Neutral Fund | Category Placement: | Global Equity |
|
Fund: | Fidelity Global Innovators Class | Category Placement: | Global Equity |
|
Fund: | Fidelity Global Innovators Currency Neutral Class | Category Placement: | Global Equity |
|
Fund: | Fidelity International Concentrated Equity Currency Neutral Fund | Category Placement: | International Equity |
|
Fund: | Horizons Active A.I. Global Equity ETF (MIND) | Category Placement: | Global Equity |
|
Fund: | Horizons Inovestor Canadian Equity Index ETF (INOC) | Category Placement: | Canadian Equity |
|
Fund: | Horizons Robotics and Automation Index ETF (ROBO) | Category Placement: | Sector Equity |
|
Fund: | Manulife Multifactor Canadian SMID Cap Index ETF (MCSM) | Category Placement: | Canadian Small/Mid Cap Equity |
|
Fund: | Manulife Multifactor U.S. Small Cap Index ETF (MUSC) | Category Placement: | U.S. Small/Mid Cap Equity |
|
Fund: | NBI Tactical Equity Private Portfolio | Category Placement: | Global Equity |
|
Fund: | NBI Tactical Fixed Income Private Portfolio | Category Placement: | Global Fixed Income |
|
Fund: | Peregrine Investment Management Fund LP | Category Placement: | Alternative Strategies |
|
Fund: | RBC Trend U.S. Equity Fund | Category Placement: | U.S. Equity |
|
Fund: | Desjardins Financial UPA Equities | Category Placement: | North American Equity |
|
Fund: | Desjardins Financial UPA Fixed Income | Category Placement: | Canadian Fixed Income |
|
Fund: | Equium Global Tactical Allocation Fund | Category Placement: | Tactical Balanced |
|
Fund: | Leith Wheeler Multi Credit | Category Placement: | High Yield Fixed Income |
|
Fund: | LL Canadian Dividend (Laketon) | Category Placement: | Canadian Dividend & Income Equity |
|
Fund: | LL Global Equity (Fiera Capital) | Category Placement: | Global Equity |
|
Fund: | LL Global Small Cap (Mackenzie) | Category Placement: | Global Small/Mid Cap Equity |
|
Fund: | LL Int’l Equity (Jarislowsky Fraser) | Category Placement: | International Equity |
|
Fund: | Mercer Canadian Equity Fund | Category Placement: | Canadian Equity |
|
Fund: | Mercer Global Equity All Country World Index Fund | Category Placement: | Global Equity |
|
Fund: | Mercer Global Low Volatility Equity Fund | Category Placement: | Global Equity |
|
Fund: | Mercer Global Small Cap Equity Fund | Category Placement: | Global Small/Mid Cap Equity |
|
Fund: | Mercer Money Market Fund | Category Placement: | Canadian Money Market |
|
Fund: | Mercer Retirement Income Fund | Category Placement: | Global Neutral Balanced |
|
Fund: | Mercer Target Date Fund 10 | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | Mercer Target Date Fund 11 | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | Mercer Target Date Fund 12 | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | Mercer Target Date Fund 2 | Category Placement: | Short Term Target Date Portfolio |
|
Fund: | Mercer Target Date Fund 3 | Category Placement: | 2020 Target Date Portfolio |
|
Fund: | Mercer Target Date Fund 4 | Category Placement: | 2025 Target Date Portfolio |
|
Fund: | Mercer Target Date Fund 5 | Category Placement: | 2030 Target Date Portfolio |
|
Fund: | Mercer Target Date Fund 6 | Category Placement: | 2035 Target Date Portfolio |
|
Fund: | Mercer Target Date Fund 7 | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | Mercer Target Date Fund 8 | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | Mercer Target Date Fund 9 | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | Mercer Universe Bond Fund | Category Placement: | Canadian Fixed Income |
|
Fund: | Phillips Hager & North Long Corp Pl Bd | Category Placement: | Canadian Long Term Fixed Income |
|
Fund: | Sun Life Granite Income Portfolio | Category Placement: | Tactical Balanced |
|
Fund: | TD Emerald Retirement Income Pooled Fund Trust | Category Placement: | Global Neutral Balanced |
|
Fund: | TD Global Equity Index Non-Taxable Investor | Category Placement: | Global Equity |
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||
Oct
Results of New Fund Reviews – October 26, 2017
| Fund: | Addenda Bonds L/T Provincial Index Pooled | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Canadian Long Term Fixed Income | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|
Fund: | Addenda Bonds Universe Core PF | Category Placement: | Global Fixed Income |
|
Fund: | Addenda Commercial Mortgage Pooled DC | Category Placement: | Miscellaneous – Income and Real Property |
|
Fund: | Arcs of Fire Tactical Balanced Fund | Category Placement: | Tactical Balanced |
|
Fund: | BMO High Yield US Corporate Bond Index ETF (ZJK) | Category Placement: | High Yield Fixed Income |
|
Fund: | BMO MSCI Canada Value Index ETF (ZVC) | Category Placement: | Canadian Equity |
|
Fund: | BMO MSCI EAFE Value Index ETF (ZVI) | Category Placement: | International Equity |
|
Fund: | BMO MSCI USA Value Index ETF (ZVU) | Category Placement: | U.S. Equity |
|
Fund: | BMO Private Global Absolute Return Bond Fund | Category Placement: | Alternative Strategies |
|
Fund: | BMO Shiller Select US Index ETF (ZEUS) | Category Placement: | U.S. Equity |
|
Fund: | Canso Broad Corporate Bond Fund | Category Placement: | Global Fixed Income |
|
Fund: | Co-operators Aviator Diversified Port 75/75 | Category Placement: | Global Neutral Balanced |
|
Fund: | Co-operators Aviator Growth Port 75/100 | Category Placement: | Global Equity Balanced |
|
Fund: | Co-operators Aviator Income Pl Port 75/75 | Category Placement: | Canadian Fixed Income Balanced |
|
Fund: | Evolve Active Canadian Preferred Share ETF (DIVS) | Category Placement: | Preferred Share Fixed Income |
|
Fund: | Evolve Active Short Duration Bond ETF (TIME) | Category Placement: | High Yield Fixed Income |
|
Fund: | Evolve Active US Core Equity ETF (CAPS) | Category Placement: | U.S. Equity |
|
Fund: | Evolve Automobile Innovation Index ETF (CARS) | Category Placement: | Sector Equity |
|
Fund: | Evolve Global Healthcare Enhanced Yield ETF (LIFE) | Category Placement: | Sector Equity |
|
Fund: | Evolve US Banks Enhanced Yield ETF (CALL) | Category Placement: | Financial Services Equity |
|
Fund: | Harbour Global Equity Fund | Category Placement: | Global Equity |
|
Fund: | Horizons Active International Developed Markets Equity ETF (HADM) | Category Placement: | International Equity |
|
Fund: | IA Clarington Emerging Markets Bond Fund | Category Placement: | High Yield Fixed Income |
|
Fund: | IA Clarington Global Bond Fund | Category Placement: | High Yield Fixed Income |
|
Fund: | IA Clarington Global Yield Opportunities Fund | Category Placement: | Global Fixed Income Balanced |
|
Fund: | Balanced Portfolio | Category Placement: | Global Equity Balanced |
|
Fund: | Conservative Portfolio | Category Placement: | Global Fixed Income Balanced |
|
Fund: | Growth Portfolio | Category Placement: | Global Equity Balanced |
|
Fund: | High Growth Portfolio | Category Placement: | Global Equity |
|
Fund: | Moderate Portfolio | Category Placement: | Global Neutral Balanced |
|
Fund: | Mackenzie All China Equity Fund | Category Placement: | Greater China Equity |
|
Fund: | Mackenzie Global Sustainability and Impact Balanced Fund | Category Placement: | Tactical Balanced |
|
Fund: | Mackenzie Global Leadership Impact Fund | Category Placement: | Global Equity |
|
Fund: | Metric Dynamic Asset Allocation | Category Placement: | Tactical Balanced |
|
Fund: | Northern Coast Strategic Fund 8.0% Series A Non-Convertible Secured Bonds | Category Placement: | Miscellaneous – Income and Real Property |
|
Fund: | PM Concentrated Opportunistic L/S Fund | Category Placement: | Alternative Strategies |
|
Fund: | RBC 6-10 Year Laddered Canadian Corporate Bond ETF (RMBO) | Category Placement: | Canadian Fixed Income |
|
Fund: | RBC BlueBay Global Diversified Income (CAD Hedged) ETF (RBDI) | Category Placement: | Global Fixed Income |
|
Fund: | RBC Canadian Bank Yield Index ETF (RBNK) | Category Placement: | Financial Services Equity |
|
Fund: | RBC Multi-Strategy Alpha | Category Placement: | Alternative Strategies |
|
Fund: | RBC PH&N Short Term Canadian Bond ETF (RPSB) | Category Placement: | Canadian Short Term Fixed Income |
|
Fund: | RBC Short Term U.S. Corporate Bond ETF (RUSB) | Category Placement: | Global Fixed Income |
|
Fund: | Rivemont Crypto | Category Placement: | Miscellaneous – Other |
|
Fund: | Stone GaleForce Dividend Growth Pool | Category Placement: | Canadian Dividend & Income Equity |
|
Fund: | US Global GO GOLD and Precious Metal Miners ETF (GOGO) | Category Placement: | Precious Metals Equity |
|
Fund: | Vanguard Target Retirement 2060 Pooled Fund | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | Vanguard Target Retirement 2065 Pooled Fund | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | Veritas Long Short Fund | Category Placement: | Alternative Strategies |
|
||||||||||||||||||||||||||||||||||||||||||||||||
Sep
Results of New Fund Reviews – September 28, 2017
| Fund: | BSD Global Tech Hedge Fund L.P. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Alternative Strategies | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|
Fund: | Raintree Absolute Fund | Category Placement: | Alternative Strategies |
|
Fund: | Raintree Tactical Fund | Category Placement: | Alternative Strategies |
|
Fund: | RBC Qube Market Neutral Canadian Equity Fund | Category Placement: | Alternative Strategies |
|
Fund: | RBC Qube Market Neutral World Equity Fund | Category Placement: | Alternative Strategies |
|
Fund: | NBI Equity Income Private Portfolio | Category Placement: | Canadian Dividend & Income Equity |
|
Fund: | RBC Canadian Equity Index ETF (RCAN) | Category Placement: | Canadian Equity |
|
Fund: | PowerShares 1-10 Year Laddered Investment Grade Corporate Bond Index ETF (PIB) | Category Placement: | Canadian Fixed Income |
|
Fund: | RBC Canadian Bond Index ETF (RCUB) | Category Placement: | Canadian Fixed Income |
|
Fund: | Franklin Bissett Canada Plus Equity Fund | Category Placement: | Canadian Focused Equity |
|
Fund: | RBC Canadian Short Term Bond Index ETF (RCSB) | Category Placement: | Canadian Short Term Fixed Income |
|
Fund: | RBC Emerging Markets Equity Index ETF (REEM) | Category Placement: | Emerging Markets Equity |
|
Fund: | Dynamic iShares Active Global Financial Services ETF (DXF) | Category Placement: | Financial Services Equity |
|
Fund: | RBC Vision Fossil Fuel Free Global Equity Fund | Category Placement: | Global Equity |
|
Fund: | Dynamic iShares Active Tactical Bond ETF (DXB) | Category Placement: | Global Fixed Income |
|
Fund: | First Asset Enhanced Short Duration Bond ETF (FSB) | Category Placement: | Global Fixed Income |
|
Fund: | RBC Global Government Bond (CAD Hedged) Index ETF (RGGB) | Category Placement: | Global Fixed Income |
|
Fund: | TD Global Income Fund | Category Placement: | Global Fixed Income |
|
Fund: | TD Global Unconstrained Bond Fund | Category Placement: | Global Fixed Income |
|
Fund: | TD North American Small-Cap Equity Fund | Category Placement: | Canadian Focused Small/Mid Cap Equity |
|
Fund: | Norrep High Income Fund | Category Placement: | High Yield Fixed Income |
|
Fund: | Sprott Canadian Senior Debt Fund | Category Placement: | High Yield Fixed Income |
|
Fund: | RBC International Equity Index ETF (RINT) | Category Placement: | International Equity |
|
Fund: | Westboro Mortgage Investment Corporation | Category Placement: | Miscellaneous – Income and Real Property |
|
Fund: | First Canadian Securities 2017 QuÈbec Short-Term Super Flow-Through LP | Category Placement: | Natural Resources Equity |
|
Fund: | First Canadian Securities 2017 Short-Term Super Flow-Through LP | Category Placement: | Natural Resources Equity |
|
Fund: | Sprott 2017-II Flow-Through LP | Category Placement: | Natural Resources Equity |
|
Fund: | PowerShares S&P/TSX REIT Income Index ETF (REIT) | Category Placement: | Real Estate Equity |
|
Fund: | RBC U.S. Equity Index ETF (RUSA) | Category Placement: | U.S. Equity |
|
Fund: | TD U.S. Dividend Growth Fund | Category Placement: | U.S. Equity |
|
Fund: | Dynamic iShares Active U.S. Mid-Cap ETF (DXZ) | Category Placement: | U.S. Small/Mid Cap Equity |
|
Fund: | CC&L Q US Equity Extension Fund | Category Placement: | Alternative Strategies |
|
Fund: | Evolve Cyber Security Index ETF | Category Placement: | Sector Equity |
|
Fund: | Evolve North American Gender Diversity Index ETF | Category Placement: | North American Equity |
|
Fund: | Matco Fixed Income Fund | Category Placement: | Canadian Fixed Income |
|
Fund: | Matco Global Equity Fund | Category Placement: | Global Equity |
|
Fund: | WisdomTree Canada Quality Dividend Growth Index ETF | Category Placement: | Canadian Dividend & Income Equity |
|
Fund: | WisdomTree Emerging Markets Dividend Index ETF | Category Placement: | Emerging Markets Equity |
|
Fund: | WisdomTree U.S. MidCap Dividend Index ETF | Category Placement: | U.S. Small/Mid Cap Equity |
|
|||||||||||||||||||||||||||||||||||||||
Aug
Results of New Fund Reviews – August 24, 2017
| Fund: | 1832 AM Canadian Dividend LP | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Canadian Dividend & Income Equity | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|
Fund: | 1832 AM Canadian Growth LP | Category Placement: | Canadian Focused Equity |
|
Fund: | 1832 AM Canadian Preferred Share LP | Category Placement: | Preferred Share Fixed Income |
|
Fund: | 1832 AM Global Completion LP | Category Placement: | Miscellaneous – Other |
|
Fund: | 1832 AM North American Preferred Share LP | Category Placement: | Preferred Share Fixed Income |
|
Fund: | 1832 AM Tactical Asset Allocation LP | Category Placement: | Tactical Balanced |
|
Fund: | Assumption/CI Cambridge Canadian Dividend | Category Placement: | Canadian Dividend & Income Equity |
|
Fund: | Assumption/CI Signature Corporate Bond | Category Placement: | High Yield Fixed Income |
|
Fund: | Assumption/CI Signature Global Dividend | Category Placement: | Global Equity |
|
Fund: | Assumption/CI Signature Global Resources Corporate Class | Category Placement: | Natural Resources Equity |
|
Fund: | Assumption/Fidelity Emerging Markets | Category Placement: | Emerging Markets Equity |
|
Fund: | Assumption/Fidelity NorthStar Balanced | Category Placement: | Global Netural Balanced |
|
Fund: | Assumption/JF Fixed Income Core Plus | Category Placement: | Canadian Fixed Income |
|
Fund: | Assumption/Louisbourg Preferred Share | Category Placement: | Preferred Share Fixed Income |
|
Fund: | BMO Asset Management Responsible Global Equity ESG Fund | Category Placement: | Global Equity |
|
Fund: | Fidelity International Low Volatility Equity Institutional Trust | Category Placement: | International Equity |
|
Fund: | Fidelity U.S. Low Volatility Equity Institutional Trust | Category Placement: | U.S. Equity |
|
Fund: | First Asset Cambridge Global Dividend ETF (FCW) | Category Placement: | Global Equity |
|
Fund: | First Asset MSCI International Low Risk Weighted ETF (RWX) | Category Placement: | International Equity |
|
Fund: | Hamilton Capital U.S. Mid-Cap Financials ETF (USD) (HFMU.U) | Category Placement: | Financial Services Equity |
|
Fund: | Horizons International Developed Markets Equity Index ETF C$ (HXDM) | Category Placement: | International Equity |
|
Fund: | Next Edge RCM Private Yield Fund | Category Placement: | Alternative Strategies |
|
Fund: | Quintessence Wealth Enhanced Global Balanced Fund | Category Placement: | Global Neutral Balanced |
|
Fund: | Quintessence Wealth Enhanced Global Fixed Income Fund | Category Placement: | Global Fixed Income |
|
Fund: | Quintessence Wealth Enhanced Global Growth Fund | Category Placement: | Global Equity |
|
Fund: | Quintessence Wealth Enhanced Long/Short Total Return Fund | Category Placement: | Alternative Strategies |
|
Fund: | RBC Target 2035 Education Fund | Category Placement: | 2035 Target Date Portfolio |
|
Fund: | Scotia Private Canadian All Cap Equity Pool | Category Placement: | Canadian Equity |
|
Fund: | Scotia Private Fundamental Canadian Equity Pool | Category Placement: | Canadian Focused Equity |
|
Fund: | Scotia Private Global Credit Pool | Category Placement: | Global Fixed Income |
|
Fund: | Scotia Private Global Low Volatility Equity Pool | Category Placement: | Global Equity |
|
Fund: | Scotia Private Total Return Bond Pool | Category Placement: | Canadian Fixed Income |
|
Fund: | Scotia Total Return Bond LP | Category Placement: | Canadian Fixed Income |
|
Fund: | Scotia U.S. Dividend Growers LP | Category Placement: | U.S. Equity |
|
Fund: | Scotia U.S. Low Volatility Equity LP | Category Placement: | U.S. Equity |
|
Fund: | Signature Floating Rate Income Pool | Category Placement: | Floating Rate Loan |
|
Fund: | SSQ Guardian Canadian Dividend Equity GIF | Category Placement: | Canadian Dividend & Income Equity |
|
Fund: | SSQ Guardian Conservative Monthly Income GIF | Category Placement: | Canadian Fixed Income Balanced |
|
Fund: | SSQ Guardian Monthly Income GIF | Category Placement: | Global Equity Balanced |
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Jul
Results of New Fund Reviews – July 27, 2017
| Fund: | BMO International Equity Fund Series A | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | International Equity | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Fund: | BMO Japan Fund Series A | Category Placement: | Geographic Equity |
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Fund: | CIBC Balanced Growth Passive Portfolio | Category Placement: | Global Equity Balanced |
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Fund: | CIBC Balanced Passive Portfolio | Category Placement: | Global Neutral Balanced |
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Fund: | CIBC Conservative Passive Portfolio | Category Placement: | Canadian Fixed Income Balanced |
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Fund: | DFC Emerging Markets Equity | Category Placement: | Emerging Markets Equity |
|
Fund: | DFS CC&L Bond | Category Placement: | Canadian Fixed Income |
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Fund: | DFS CC&L Canadian Long Term Bond | Category Placement: | Canadian Long Term Fixed Income |
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Fund: | DFS Fidelity International Low Volatility Equity | Category Placement: | International Equity |
|
Fund: | DFS Fidelity U.S. Low Volatility Equity | Category Placement: | U.S. Equity |
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Fund: | Equity Index Pooled Fund | Category Placement: | Global Equity |
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Fund: | EUROPEAN DIVIDEND GROWTH FUND | Category Placement: | European Equity |
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Fund: | FÉRIQUE Aggressive Growth Portfolio | Category Placement: | Global Equity Balanced |
|
Fund: | FÉRIQUE Conservative Portfolio | Category Placement: | Canadian Fixed Income Balanced |
|
Fund: | Goldenwise Multi Strategy Fund | Category Placement: | Alternative Strategies |
|
Fund: | Guardian Canadian Equity Select Fund | Category Placement: | Canadian Dividend & Income Equity |
|
Fund: | Guardian International Equity Select Fund | Category Placement: | International Equity |
|
Fund: | Guardian U.S. Equity Select Fund | Category Placement: | U.S. Equity |
|
Fund: | Harvest Global REIT Leaders Income ETF (HGR) | Category Placement: | Real Estate Equity |
|
Fund: | Jemekk Long/Short Fund L.P. | Category Placement: | Alternative Strategies |
|
Fund: | Jemekk Total Return Fund L.P. | Category Placement: | Alternative Strategies |
|
Fund: | Laurus US Small Cap Fund | Category Placement: | U.S. Small/Mid Cap Equity |
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Fund: | Middlefield Healthcare & Life Sciences Dividend Fund | Category Placement: | Sector Equity |
|
Fund: | Quadrus Growth and Income Fund (GWLIM) Quadrus Series | Category Placement: | Global Neutral Balanced |
|
Fund: | Quadrus International Core Equity Fund (Putnam) Quadrus Series | Category Placement: | International Equity |
|
Fund: | Quadrus U.S. Dividend Fund (GWLIM) Quadrus Series | Category Placement: | U.S. Equity |
|
Fund: | Quadrus U.S. Value Fund (Putnam) Quadrus Series | Category Placement: | U.S. Equity |
|
Fund: | Russell Investments ESG Global Equity Fund | Category Placement: | Global Equity |
|
Fund: | T. Rowe Price Global Growth Equity Pool | Category Placement: | Global Equity |
|
Fund: | T. Rowe Price Intrnl Cncntrtd Eq Pool | Category Placement: | International Equity |
|
Fund: | T. Rowe Price US Lrge Cap Cr Gr Eq Pool | Category Placement: | U.S. Equity |
|
Fund: | Vertex Strategic Income Fund | Category Placement: | Global Fixed Income |
|
Fund: | WindWise U.S. Managed Vol Non-Lending | Category Placement: | U.S. Equity |
|
Fund: | WisdomTree Yield Enhanced Canada Aggregate Bd Idx ETF | Category Placement: | Canadian Fixed Income |
|
Fund: | WisdomTree Yld Enh Canada ST Aggregate Bd Idx ETF | Category Placement: | Canadian Short Term Fixed Income |
|
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Jun
Results of New Fund Reviews – June 22, 2017
| Fund: | Celernus Credit Opportunities Fund | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Alternative Strategies | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|
Fund: | Counsel Canadian Balanced Portfolio | Category Placement: | Canadian Neutral Balanced |
|
Fund: | Counsel Canadian Conservative Portfolio | Category Placement: | Canadian Fixed Income Balanced |
|
Fund: | Counsel Canadian Growth Portfolio | Category Placement: | Canadian Equity Balanced |
|
Fund: | Franklin Liberty Canadian Investment Grade Corporate ETF (FLCI) | Category Placement: | Canadian Fixed Income |
|
Fund: | Franklin Liberty Risk Managed Canadian Equity ETF (FLRM) | Category Placement: | Canadian Equity |
|
Fund: | Franklin LibertyQT International Equity Index ETF (FLDM) | Category Placement: | International Equity |
|
Fund: | Franklin LibertyQT U.S. Equity Index ETF (FLUS) | Category Placement: | U.S. Equity |
|
Fund: | Franklin Target Return Fund | Category Placement: | Alternative Strategies |
|
Fund: | iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV) | Category Placement: | Canadian Dividend & Income Equity |
|
Fund: | iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged) (XDGH) | Category Placement: | Global Equity |
|
Fund: | iShares Core MSCI Global Quality Dividend Index ETF (XDG) | Category Placement: | Global Equity |
|
Fund: | iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) (XDUH) | Category Placement: | U.S. Equity |
|
Fund: | iShares Core MSCI US Quality Dividend Index ETF (XDU) | Category Placement: | U.S. Equity |
|
Fund: | Loubani Fund I LP | Category Placement: | Alternative Strategies |
|
Fund: | Manulife Diversified Alpha Portfolio | Category Placement: | Global Equity Balanced |
|
Fund: | Manulife Income Fund 2022 | Category Placement: | 2025 Target Date Portfolio |
|
Fund: | Manulife Income Fund 2027 | Category Placement: | 2030 Target Date Portfolio |
|
Fund: | Manulife Income Fund 2032 | Category Placement: | 2035 Target Date Portfolio |
|
Fund: | Manulife Income Fund 2037 | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | Manulife Income Fund 2042 | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | Manulife Income Fund 2047 | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | Manulife Income Fund 2052 | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | Manulife Income Fund 2057 | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | Manulife Income Fund 2062 | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | Manulife Income Fund 2067 | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | Manulife Quantitative Fixed Income Fund 2022 | Category Placement: | Canadian Fixed Income |
|
Fund: | Manulife Quantitative Fixed Income Fund 2027 | Category Placement: | Canadian Fixed Income |
|
Fund: | Manulife Quantitative Fixed Income Fund 2032 | Category Placement: | Canadian Fixed Income |
|
Fund: | Manulife Quantitative Fixed Income Fund 2037 | Category Placement: | Canadian Fixed Income |
|
Fund: | Manulife Quantitative Fixed Income Fund 2042 | Category Placement: | Canadian Fixed Income |
|
Fund: | NorthStream Credit Strategies Fund LP | Category Placement: | Alternative Strategies |
|
Fund: | Purpose Short Duration Tactical Bond Fund | Category Placement: | Canadian Short Term Fixed Income |
|
Fund: | Sentry Defensive Income Portfolio | Category Placement: | Global Fixed Income Balanced |
|
Fund: | Sprott Alternative Income Fund | Category Placement: | Alternative Strategies |
|
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May
Results of New Fund Reviews – May 25, 2017
| Fund: | Alitis Private Real Estate LP | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Miscellaneous – Income and Real Property | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
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Fund: | BGICL LifePath 2050 Index Fund (QSZ) | Category Placement: | 2035+ Target Date Portfolio |
|
Fund: | Curvature Multi-Strategy Fund | Category Placement: | Alternative Strategies |
|
Fund: | Dynamic Global Growth Opportunities Fund | Category Placement: | Alternative Strategies |
|
Fund: | Equitable Life Dynamic Equity Income Fund Select | Category Placement: | Canadian Dividend & Income Equity |
|
Fund: | Equitable Life Dynamic U.S. Monthly Income Fund | Category Placement: | Global Equity Balanced |
|
Fund: | Equitable Life Mackenzie Ivy Canadian Balanced Fund | Category Placement: | Canadian Equity Balanced |
|
Fund: | Equitable Life Mackenzie Ivy Global Balanced Fund Select | Category Placement: | Global Equity Balanced |
|
Fund: | Equitable Life Trimark Diversified Yield Fund Select | Category Placement: | Canadian Equity Balanced |
|
Fund: | Equitable Life Trimark Fund Select | Category Placement: | Global Equity |
|
Fund: | Excel Global Balanced Asset Allocation ETF (EXGB) | Category Placement: | Global Fixed Income Balanced |
|
Fund: | Excel Global Growth Asset Allocation ETF (EXGG) | Category Placement: | Global Neutral Balanced |
|
Fund: | Fidelity Canadian Real Return Bond Index Investment Trust | Category Placement: | Canadian Inflation Protected Fixed Income |
|
Fund: | Fidelity Multi-Sector Bond Currency Neutral Fund | Category Placement: | High Yield Fixed Income |
|
Fund: | Fidelity Multi-Sector Bond Fund | Category Placement: | High Yield Fixed Income |
|
Fund: | FT Balanced Growth Pool | Category Placement: | Tactical Balanced |
|
Fund: | FT Balanced Income Pool | Category Placement: | Tactical Balanced |
|
Fund: | FT Growth Pool | Category Placement: | Global Equity Balanced |
|
Fund: | Harbour Analyst Fund | Category Placement: | Global Equity |
|
Fund: | Invesco Select Emerging Markets Equity Pool | Category Placement: | Emerging Markets Equity |
|
Fund: | Kuber Mortgage Investment Corporation | Category Placement: | Miscellaneous – Income and Real Property |
|
Fund: | Mackenzie Global Credit Opportunities Fund | Category Placement: | High Yield Fixed Income |
|
Fund: | Mackenzie Global High Yield Fixed Income ETF (MHYB) | Category Placement: | High Yield Fixed Income |
|
Fund: | Mackenzie US Strategic Income Fund | Category Placement: | Global Neutral Balanced |
|
Fund: | Manulife Balanced Portfolio | Category Placement: | Global Neutral Balanced |
|
Fund: | Manulife Conservative Portfolio | Category Placement: | Global Fixed Income Balanced |
|
Fund: | Manulife Growth Portfolio | Category Placement: | Global Equity Balanced |
|
Fund: | Manulife Moderate Portfolio | Category Placement: | Global Fixed Income Balanced |
|
Fund: | Maxam Diversified Strategies Fund | Category Placement: | Alternative Strategies |
|
Fund: | Morningstar Aggressive Portfolio | Category Placement: | Global Equity |
|
Fund: | Morningstar Balanced Portfolio | Category Placement: | Global Neutral Balanced |
|
Fund: | Morningstar Conservative Portfolio | Category Placement: | Global Fixed Income Balanced |
|
Fund: | Morningstar Growth Portfolio | Category Placement: | Global Equity Balanced |
|
Fund: | Morningstar Moderate Portfolio | Category Placement: | Global Fixed Income Balanced |
|
Fund: | NBI Balanced Portfolio | Category Placement: | Global Neutral Balanced |
|
Fund: | NBI Canadian Diversified Bond Private Portfolio | Category Placement: | Canadian Fixed Income |
|
Fund: | NBI Conservative Portfolio | Category Placement: | Global Fixed Income Balanced |
|
Fund: | NBI Equity Portfolio | Category Placement: | Global Equity |
|
Fund: | NBI Growth Portfolio | Category Placement: | Global Equity Balanced |
|
Fund: | NBI International High Conviction Equity Private Portfolio | Category Placement: | International Equity |
|
Fund: | NBI Moderate Portfolio | Category Placement: | Global Neutral Balanced |
|
Fund: | NBI Multiple Asset Class Private Portfolio | Category Placement: | Global Equity Balanced |
|
Fund: | NBI North American Dividend Private Portfolio | Category Placement: | North American Equity |
|
Fund: | NBI Secure Portfolio | Category Placement: | Global Fixed Income Balanced |
|
Fund: | NBI U.S. Growth & Income Private Portfolio | Category Placement: | U.S. Equity |
|
Fund: | Portland 15 of 15 Fund | Category Placement: | Global Equity |
|
Fund: | Vertex Arbitrage Fund Plus | Category Placement: | Alternative Strategies |
|
Fund: | WHL (Canada) I LP | Category Placement: | Alternative Strategies |
|
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Apr
Results of New Fund Reviews – Apr 20, 2017
| Fund: | Horizons Medical Marijuana Life Sciences ETF(HMMJ) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Sector Equity | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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|
Fund: | Invesco Global Dividend Income Fund | Category Placement: | Global Equity |
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Fund: | Invesco Global Monthly Income Fund | Category Placement: | Global Neutral Balanced |
|
Fund: | Lysander-Canso Broad Corporate Bond Fund | Category Placement: | Global Fixed Income |
|
Fund: | MDPIM Global Tactical Opportunities Pool | Category Placement: | Alternative Strategies |
|
Fund: | MDPIM International Equity Index Pool | Category Placement: | International Equity |
|
Fund: | MDPIM S&P 500 Index Pool | Category Placement: | U.S. Equity |
|
Fund: | MDPIM S&P/TSX Capped Composite Index Pool | Category Placement: | Canadian Equity |
|
Fund: | Multi-Asset Equity Completion | Category Placement: | Global Equity |
|
Fund: | Russell Investments Multi-Factor International Equity Pool | Category Placement: | International Equity |
|
Fund: | Turtle Creek US Equity Fund | Category Placement: | U.S. Equity |
|
Fund: | June 2021 Investment Grade Bond Pool | Category Placement: | Canadian Fixed Income |
|
Fund: | Desjardins 1-5 Year Laddered Canadian Corpate Bond ETF | Category Placement: | Canadian Short Term Fixed Income |
|
Fund: | Desjardins 1-5 Year Laddered Canadian Government Bond ETF | Category Placement: | Canadian Short Term Fixed Income |
|
Fund: | Desjardins Canadian Preferred Share ETF | Category Placement: | Preferred Share Fixed Income |
|
Fund: | Desjardins Canadian Short Term Bond ETF | Category Placement: | Canadian Short Term Fixed Income |
|
Fund: | Desjardins Canadian Universe Bond ETF | Category Placement: | Canadian Fixed Income |
|
Fund: | Desjardins Cnd Mltfct-Cntrld Volatil ETF | Category Placement: | Canadian Equity |
|
Fund: | Desjardins DevxUSAxCndMltfct-CntrdVolETF | Category Placement: | International Equity |
|
Fund: | Desjardins EM Mltfct-Cntrd Volatil ETF | Category Placement: | Emerging Markets Equity |
|
Fund: | Desjardins USA Mltfct-Cntrld Volatil ETF | Category Placement: | U.S. Equity |
|
Fund: | Goodman & Co. Core Equity Strategy | Category Placement: | Global Equity |
|
Fund: | Lysander-Triasima All Country Equity | Category Placement: | Global Equity |
|
Fund: | Lysander-Triasima Balanced Income | Category Placement: | Global Equity Balanced |
|
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Mar
Results of New Fund Reviews – Mar 23, 2017
| Fund: | Centurion Financial Trust | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Miscellaneous – Income and Real Property | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Fund: | Clearpoint Short Term Income Fund | Category Placement: | High Yield Fixed Income |
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Fund: | Fiera Active Short Term Canadian Municipal Bond | Category Placement: | Canadian Short Term Fixed Income |
|
Fund: | Fiera Canadian Equity | Category Placement: | Canadian Equity |
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Fund: | GWL Monthly Income (London Capital) | Category Placement: | Canadian Neutral Balanced |
|
Fund: | Lysander-Fulcra Corporate Securities Fund | Category Placement: | Global Fixed Income Balanced |
|
Fund: | Manulife Multifactor Canadian Large Cap Index ETF (MCLC) | Category Placement: | Canadian Equity |
|
Fund: | Manulife Multifactor Developed International Index ETF (MINT) | Category Placement: | International Equity |
|
Fund: | Manulife Multifactor U.S. Large Cap Index ETF (MULC) | Category Placement: | U.S. Equity |
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Fund: | Manulife Multifactor U.S. Mid Cap Index ETF (MUMC) | Category Placement: | U.S. Equity |
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Fund: | Sprott 2017 Flow-Through Limited Partnership | Category Placement: | Natural Resources Equity |
|
Fund: | TD Emerald Pooled U.S. Fund | Category Placement: | U.S. Equity |
|
Fund: | Vanguard Global All-Cap ex Canada Equity Index Pooled Fund | Category Placement: | Global Equity |
|
Fund: | VPC Specialty Finance Fund | Category Placement: | Alternative Strategies |
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Feb
Results of New Fund Reviews – Feb 23, 2017
| Fund: | Algonquin Trust | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Alternative Strategies | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Fund: | BMO Advantaged Canadian Q-Model Fund | Category Placement: | Canadian Equity |
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Fund: | BMO Advantaged U.S. Q-Model Fund | Category Placement: | U.S. Equity |
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Fund: | BMO Canadian High Dividend Covered Call ETF (ZWC) | Category Placement: | Canadian Dividend & Income Equity |
|
Fund: | BMO Canadian Q-Model Trust | Category Placement: | Canadian Equity |
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Fund: | BMO Global Banks Hedged to CAD Index ETF (BANK) | Category Placement: | Financial Services Equity |
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Fund: | BMO Global Consumer Discretionary Hedged to CAD Index ETF (DISC) | Category Placement: | Global Equity |
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Fund: | BMO Global Consumer Staples Hedged to CAD Index ETF (STPL) | Category Placement: | Global Equity |
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Fund: | BMO Global Insurance Hedged to CAD Index ETF (INSR) | Category Placement: | Global Equity |
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Fund: | BMO Long-Term US Treasury Bond Index ETF (ZTL) | Category Placement: | Global Fixed Income |
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Fund: | BMO Mid-Term US Treasury Bond Index ETF (ZTM) | Category Placement: | Global Fixed Income |
|
Fund: | BMO Short-Term US Treasury Bond Index ETF (ZTS) | Category Placement: | Global Fixed Income |
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Fund: | BMO U.S. Q-Model Trust | Category Placement: | U.S. Equity |
|
Fund: | BMO US Preferred Share Hedged to CAD Index ETF (ZHP) | Category Placement: | Preferred Share Fixed Income |
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Fund: | BMO US Preferred Share Index ETF (ZUP) | Category Placement: | Preferred Share Fixed Income |
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Fund: | BMO US Put Write Hedged to CAD ETF (ZPH) | Category Placement: | Miscellaneous – Income and Real Property |
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Fund: | Caldwell Growth Opportunities Fund | Category Placement: | Alternative Strategies |
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Fund: | Caldwell Pendragon Fund | Category Placement: | Alternative Strategies |
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Fund: | Cortland Credit Strategies RRSP Fund | Category Placement: | Alternative Strategies |
|
Fund: | Hamilton Capital Global Financials Yield ETF | Category Placement: | Financial Services Equity |
|
Fund: | IA Group Canadian Corporate Bond | Category Placement: | Canadian Fixed Income |
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Fund: | IA Group Global Diversified (Forstrong) | Category Placement: | Global Equity Balanced |
|
Fund: | IA Group Global Equity Shareholder Yld (TD-Epoch) | Category Placement: | Global Equity |
|
Fund: | IA Group Global Targeted Returns (Invesco) | Category Placement: | Alternative Strategies |
|
Fund: | Jones Collombin Balanced Fund (JCBF) | Category Placement: | Canadian Equity Balanced |
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Fund: | Jones Collombin North American Equity Fund (JCNA) | Category Placement: | North American Equity |
|
Fund: | Landry Razorbill Income Plus Fund | Category Placement: | Canadian Fixed Income |
|
Fund: | Leith Wheeler US Small/Mid-Cap Equity F | Category Placement: | U.S. Small/Mid Cap Equity |
|
Fund: | LL Advanced Fund (CI) | Category Placement: | Global Equity Balanced |
|
Fund: | LL Aggressive Fund (CI) | Category Placement: | Global Equity |
|
Fund: | LL Balanced Fund (CI) | Category Placement: | Global Equity Balanced |
|
Fund: | LL Balanced Growth Fund (CI) | Category Placement: | Global Equity Balanced |
|
Fund: | LL Conservative Fund (CI) | Category Placement: | Global Fixed Income Balanced |
|
Fund: | LL Moderate Balanced Fund (CI) | Category Placement: | Global Neutral Balanced |
|
Fund: | LL Moderate Fund (CI) | Category Placement: | Global Neutral Balanced |
|
Fund: | M&P Canadian Dividend Growth Pool | Category Placement: | Canadian Dividend & Income Equity |
|
Fund: | M&P Diversified Fixed Income Pool | Category Placement: | Global Fixed Income |
|
Fund: | M&P Global Balanced Pool | Category Placement: | Global Equity Balanced |
|
Fund: | M&P Global Dividend Growth Pool | Category Placement: | Global Equity |
|
Fund: | M&P International Equity Pool | Category Placement: | International Equity |
|
Fund: | M&P Tactical Monthly Income Pool | Category Placement: | Tactical Balanced |
|
Fund: | M&P U.S. Dividend Growth Pool | Category Placement: | U.S. Equity |
|
Fund: | Mawer Emerging Markets Equity Fund | Category Placement: | Emerging Markets Equity |
|
Fund: | PowerShares S&P 500 High Dividend Low Volatility Index ETF (UHD) | Category Placement: | U.S. Equity |
|
Fund: | PowerShares S&P Global ex. Canada High Dividend Low Volatility Index ETF (GHD) | Category Placement: | Global Equity |
|
Fund: | Redwood U.S. Preferred Share Fund | Category Placement: | Preferred Share Fixed Income |
|
Fund: | SFRO Balanced Fund | Category Placement: | Global Equity Balanced |
|
Fund: | The Alpha Fund LP | Category Placement: | North American Equity |
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Jan
Results of New Fund Reviews – Jan 26, 2017
| Fund: | ATBIS Canadian Equity Pool | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Category Placement: | Canadian Equity | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|
Fund: | ATBIS Fixed Income Pool | Category Placement: | Canadian Fixed Income |
|
Fund: | ATBIS International Equity Pool | Category Placement: | International Equity |
|
Fund: | ATBIS U.S. Equity Pool | Category Placement: | U.S. Equity |
|
Fund: | BMO Ascent Balanced Portfolio | Category Placement: | Global Neutral Balanced |
|
Fund: | BMO Ascent Conservative Portfolio | Category Placement: | Global Fixed Income Balanced |
|
Fund: | BMO Ascent Equity Growth Portfolio | Category Placement: | Global Equity |
|
Fund: | BMO Ascent Growth Portfolio | Category Placement: | Global Equity Balanced |
|
Fund: | BMO Ascent Income Portfolio | Category Placement: | Global Fixed Income Balanced |
|
Fund: | Crystal Wealth Conscious Capital Strategy | Category Placement: | Alternative Strategies |
|
Fund: | Dundee Global Resource Class | Category Placement: | Natural Resources Equity |
|
Fund: | Dynamic iShares Active Canadian Dividend ETF (DXC) | Category Placement: | Canadian Dividend & Income Equity |
|
Fund: | Dynamic iShares Active Crossover Bond ETF (DXO) | Category Placement: | High Yield Fixed Income |
|
Fund: | Dynamic iShares Active Global Dividend ETF (DXG) | Category Placement: | Global Equity |
|
Fund: | Dynamic iShares Active Preferred Shares ETF (DXP) | Category Placement: | Preferred Share Fixed Income |
|
Fund: | Dynamic iShares Active U.S. Dividend ETF (DXU) | Category Placement: | U.S. Equity |
|
Fund: | Fidelity Canadian Short Term Fixed Income Investment Trust | Category Placement: | Canadian Short Term Fixed Income |
|
Fund: | Fidelity Insights Class | Category Placement: | Global Equity |
|
Fund: | Fidelity Insights Investment Trust | Category Placement: | Global Equity |
|
Fund: | Fiera Capital International Equity Fund | Category Placement: | International Equity |
|
Fund: | Formula Growth Focus Fund | Category Placement: | Alternative Strategies |
|
Fund: | Franklin Bissett Canadian Government Bond Fund | Category Placement: | Canadian Fixed Income |
|
Fund: | Franklin Quotential Fixed Income Portfolio | Category Placement: | Global Fixed Income |
|
Fund: | Horizons Absolute Return Global Currency ETF (HARC) | Category Placement: | Alternative Strategies |
|
Fund: | J.C. Clark Adaly Trust | Category Placement: | Alternative Strategies |
|
Fund: | QuantShares Enhanced Core Canadian Equity ETF (QCD) | Category Placement: | Canadian Equity |
|
Fund: | QuantShares Enhanced Core Emerging Markets Equity ETF (QEM) | Category Placement: | Emerging Markets Equity |
|
Fund: | QuantShares Enhanced Core International Equity ETF (QIE) | Category Placement: | International Equity |
|
Fund: | QuantShares Enhanced Core US Equity ETF (QUS) | Category Placement: | U.S. Equity |
|
Fund: | QuantShares Global Equity Rotation ETF (QGL) | Category Placement: | Global Equity |
|
Fund: | QuantShares MultiAsset Allocation ETF (QMA) | Category Placement: | Global Equity Balanced |
|
Fund: | QuantShares MultiAsset Income Allocation ETF (QMY) | Category Placement: | Global Fixed Income Balanced |
|
Fund: | Rae Lipskie Partners Foreign Equity Fund | Category Placement: | Global Equity |
|
Fund: | SIA Tactical Market Neutral Pool | Category Placement: | Alternative Strategies |
|
Fund: | SIA Tactical U.S. Pool | Category Placement: | U.S. Equity |
|
Fund: | TD Managed Aggressive Growth ETF Portfolio | Category Placement: | Global Equity Balanced |
|
Fund: | TD Managed Balanced Growth ETF Portfolio | Category Placement: | Global Neutral Balanced |
|
Fund: | TD Managed Income & Moderate Growth ETF Portfolio | Category Placement: | Global Neutral Balanced |
|
Fund: | TD Managed Income ETF Portfolio | Category Placement: | Canadian Fixed Income Balanced |
|
Fund: | TD Managed Maximum Equity Growth ETF Portfolio | Category Placement: | Global Equity |
|
Fund: | Terra 2016 Short-Term Flow-Through Limited Partnership | Category Placement: | Natural Resources Equity |
|
Fund: | Vanguard Short Term Investment Pooled Fund | Category Placement: | Canadian Money Market |
|
||||||||||||||||||||||||||||||||||||||||||
2016
Dec
Results of New Fund Reviews – Dec 22, 2016
| Fund: | BMO Private Preferred Share Pooled Portfolio |
| Category Placement: | Preferred Share Fixed Income |
|
|
|
| Fund: | Desjardins Canadian Equity Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | IA Clarington Inhance Bond SRI Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | NBI Unconstrained Fixed Income Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Franklin K2 Alternative Strategies F |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | LL Cambridge Asset Allocation Fund (CI) |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | LA Capitale Global Dividend (TDAM) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | La Capitale Global Infras Eq (Dynamic) |
| Category Placement: | Global Infrastructure Equity |
|
|
|
| Fund: | Greystone Canadian Equity Income & Growth Fund |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | Vanguard Canadian Corporate Bond Index ETF (VCB) |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Vanguard Canadian Government Bond Index ETF (VGB) |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Vanguard Canadian Long-Term Bond Index ETF (VLB) |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | Vanguard Canadian Short-Term Government Bond Index ETF (VSG) |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
Nov
Results of New Fund Reviews – Nov 24, 2016
| Fund: | CAN Canadian Low Volatility (LC) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | CAN Global Low Volatility (ILIM) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | CAN Global Monthly Income (LC) |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | GWL Canadian Low Volatility (LC) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | GWL Global Monthly Income |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Tangerine Dividend Portfolio |
| Category Placement: | Global Equity |
|
|
|
| Fund: | BlueBay Global Investment Grade Corporate Bond Fund (Canada) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | BlueBay Global Sovereign Bond Fund (Canada) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Brand Leaders Plus Income ETF (HBF) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Energy Leaders Plus Income ETF (HPF) |
| Category Placement: | Energy Equity |
|
|
|
| Fund: | FÉRIQUE Emerging Markets Fund |
| Category Placement: | Emerging markets Equity |
|
|
|
| Fund: | Fidelity Balanced Managed Risk Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Fidelity Conservative Managed Risk Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | US Buyback Leaders ETF (HUL) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Healthcare Leaders Income ETF (HHL) |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | Prospector Resource Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Quadrus Mackenzie Canadian Growth Fund |
| Category Placement: | Canadian Focused Equity |
|
|
|
| Fund: | RBC Trend Canadian Equity Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | SSQ CI Signature Corporate Bond GIF |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | SSQ Hexavest All-Country Global Equity GIF |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Heward Global Leaders Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Heward Income Fund |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Investors Money Maximizer |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Leith Wheeler U.S. Dividend Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | LionGuard Opportunities Fund LP |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Majestic Evolution Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Qwest Productivity Media Income Trust |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Social Housing Canadian Bond |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Social Housing Canadian Equity |
| Category Placement: | Canadian Focused Equity |
|
|
|
| Fund: | Social Housing Canadian Short-Term Bond |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
Oct
Results of New Fund Reviews – Oct 27, 2016
| Fund: | Toron AMI Global Equity |
| Category Placement: | Global Equity |
|
|
|
| Fund: | JF Global Equity ACWI |
| Category Placement: | Global Equity |
|
|
|
| Fund: | JF International Equity ACWI ex US |
| Category Placement: | International Equity |
|
|
|
| Fund: | BMG Silver Bullion Fund |
| Category Placement: | Commodity |
|
|
|
| Fund: | NEI Generational Leaders Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | NEI Global Value Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Loomis Sayles Global Strategic Alpha Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Franklin U.S. Rising Dividends Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Palos WP Growth Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | DFS Invesco Global Absolute Return |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | DFS Lazard International Equity |
| Category Placement: | International Equity |
|
|
|
| Fund: | Manulife International Equity Private Segregated Pool |
| Category Placement: | International Equity |
|
|
|
| Fund: | Manulife Ivy Foreign Equity Fund (Mackenzie) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Manulife National Bank Bundle GIF |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Manulife Strategic Income Signature 2.0 Ideal |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Marret High Yield Hedge LP |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | PH&N Enhanced Corporate Bond Trust |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Purpose Canadian Financial Income Fund |
| Category Placement: | Financial Services |
|
|
|
| Fund: | Purpose Conservative Income Fund |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Razorbill Beta Plus Canadian Universe Bond Fund LP |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Sprott 2016-II Flow-Through LP |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | Tonus Partners’ Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Wells Plus 6ix Entertainment Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Wells Plus 6ix Mortgage Opportunities Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Wells Plus 6ix Retirement One Fund |
| Category Placement: | Alternative Strategies |
|
|
|
Sep
Results of New Fund Reviews – Sep 22, 2016
| Fund: | BlueBay European High Yield Bond Fund (Canada) |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Crystalline Emerald Global Macro Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Dynamic Global Equity Income Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Dynamic Global Strategic Yield Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Dynamic U.S. Equity Income Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Dynamic U.S. Strategic Yield Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Fieldhouse Global Diversified Core |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | First Asset Cambridge Core Canadian Equity ETF (FCE) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | First Asset Cambridge Core U.S. Equity ETF (FCY) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | First Asset Canadian Buyback Index ETF (FBE) |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | First Asset Canadian Dividend Low Volatility Index ETF (FDL) |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | First Asset U.S. Buyback Index ETF (FBU) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | First Asset U.S. Equity Multi-Factor Index ETF (FUM) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | First Asset U.S. Tactical Sector Allocation Index ETF (FUT) |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | First Asset U.S. TrendLeaders Index ETF (FUL) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | FMOQ Omniresponsable Fund |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Horizons US 7-10 Year Treasury Bond CAD Hedged ETF (HTH) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | London Life Canadian Bond (F) |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | London Life Canadian Systematic Equity (F) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | London life Enhanced Dividend (Laketon) |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | London Life International Equity (Fid) |
| Category Placement: | International Equity |
|
|
|
| Fund: | London Life U.S. Equity (Fid) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | MDPIM Canadian Bond Pool |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | MDPIM Canadian Long Term Bond Pool |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | MDPIM Dividend Pool |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | MDPIM Emerging Markets Equity Pool |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | MDPIM International Equity Pool |
| Category Placement: | International Equity |
|
|
|
| Fund: | MDPIM Strategic Opportunities Pool |
| Category Placement: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | MDPIM Strategic Yield Pool |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Middlefield Healthcare & Wellness Dividend Fund |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | Morningstar Strategic Canadian Equity Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Pendragon Global Advantage Fund |
| Category Placement: | Alternative Strategic |
|
|
|
| Fund: | Phoenix Prudent and Opportunistic Balanced Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Phoenix Prudent and opportunistic Equity Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Polar Opportunities Fund (Canada) L.P. |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Probity Mining 2016 Short Duration Flow-Through LP |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | RBC Emerging Markets Bond Fund (CAD Hedged) |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | RBC Emerging Markets Multi-Strategy Equity Fund |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | RBC European Mid-Cap Equity Fund |
| Category Placement: | European Equity |
|
|
|
| Fund: | RBC Retirement 2020 Portfolio |
| Category Placement: | Short Term Target Date Portfolio |
|
|
|
| Fund: | RBC Retirement 2025 Portfolio |
| Category Placement: | 2025 Target Date Portfolio |
|
|
|
| Fund: | RBC Retirement 2030 Portfolio |
| Category Placement: | 2030 Target Date Portfolio |
|
|
|
| Fund: | RBC Retirement 2035 Portfolio |
| Category Placement: | 2035 Target Date Portfolio |
|
|
|
| Fund: | RBC Retirement 2040 Portfolio |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | RBC Retirement 2045 Portfolio |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | RBC Retirement 2050 Portfolio |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | RBC Retirement Income Solution |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | Redwood UIT Energy Producers Class |
| Category Placement: | Energy Equity |
|
|
|
| Fund: | Redwood UIT Global REIT Fund |
| Category Placement: | Real Estate Equity |
|
|
|
| Fund: | Redwood UIT Gold Developers & Producers Class |
| Category Placement: | Precious Metals Equity |
|
|
|
Aug
Results of New Fund Reviews – Aug 25, 2016
| Fund: | DFS BlackRock LifePath 2055 Index |
| Category Placement: | 2035+ Target Date Portfolio |
|
|
|
| Fund: | First Asset Investment Grade Bond ETF (FIG) |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | First Trust Dorsey Wright Dynamic U.S. Sector Rotation index ETF (CAD-Hedged) (FSR) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | London Life American Equity (MFS) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Louisbourg preferred Share Fund |
| Category Placement: | Preferred Share Fixed Income |
|
|
|
| Fund: | Marret Enhanced Tactical Fixed Income Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Marret High Grade Hedge Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Marret High Yield Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Marret Investment Grade Hedged Strategies Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Marret Tactical Energy Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Meritage Tactical ETF Fixed Income Portfolio |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | NISO Fund LP |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | RBC Canadian Preferred Share ETF (RPF) |
| Category Placement: | Preferred Share Fixed Income |
|
|
|
| Fund: | RBC Quant Global Infrastructure Leaders ETF (RIG) |
| Category Placement: | Global Infrastructure Equity |
|
|
|
| Fund: | RBC Quant Global Real Estate Leaders ETF (RGP) |
| Category Placement: | Real Estate Equity |
|
|
|
| Fund: | RBC Target 2022 Corporate Bond Index ETF (RQJ) |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | RBC Target 2023 Corporate Bond Index ETF (RQK) |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | RISE Properties Trust |
| Category Placement: | Miscellaneous – Income & Real Property |
|
|
|
| Fund: | WisdomTree Europe Hedged Equity Index ETF (EHE) |
| Category Placement: | European Equity |
|
|
|
| Fund: | WisdomTree International Quality Dividend Growth Index ETF (IQD) |
| Category Placement: | International Equity |
|
|
|
| Fund: | WisdomTree U.S. High Dividend Index ETF (HID) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | WisdomTree U.S. Quality Dividend Growth Dynamic Hedged Index ETF (DQD) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | WisdomTree U.S. Quality Dividend Growth Index ETF (DGR) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | MWG Global Equity Growth |
| Category Placement: | Global Equity |
|
|
|
| Fund: | MWG Income Growth |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Meritage Tactical ETF Equity Portfolio |
| Category Placement: | Global Equity |
|
|
|
| Fund: | TWC Risk-Managed Balanced Growth Fund |
| Category Placement: | Alternative Strategies |
Jul
Results of New Fund Reviews – Jul 28, 2016
| Fund: | Arrow Global Growth Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Canoe Floating Rate Income Fund |
| Category Placement: | Floating Rate Loan |
|
|
|
| Fund: | CC&L Global Market Neutral Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | CI Cambridge Large Cap Canadian Equity Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | CI G5/20 2041 Q3 Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | CI G5/20i 2036 Q3 Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | CLAC Canadian Equity (Beutel Goodman) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | CLAC Global Equity (Trimark) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Crystal Wealth Infrastructure Strategy |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | DFS Desjardins Canadian Equity Income (Lincluden) |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | DFS Desjardins Global Equity Growth (Baillie Gifford) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | DFS Hexavest Global Equities Hedged |
| Category Placement: | Global Equity |
|
|
|
| Fund: | EHP Guardian Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Horizons Global Currency Opportunities ETF (HGC) |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Horizons Global Risk Parity ETF (HRA) |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | J. Zechner Global Hedged Growth |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | London Life Canadian Equity (F) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Mackenzie High Diversification Canadian Equity Class |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Mackenzie High Diversification Emerging Markets Equity Fund |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Mackenzie High Diversification European Equity Fund |
| Category Placement: | European Equity |
|
|
|
| Fund: | Mackenzie High Diversification Global Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Mackenzie High Diversification International Equity Fund |
| Category Placement: | International Equity |
|
|
|
| Fund: | Mackenzie High Diversification US Equity Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Mackenzie Ivy International Equity Fund |
| Category Placement: | International Equity |
|
|
|
| Fund: | Perisen Life Settlements Limited Partnership II |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Portland Global Aristocrats Plus Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Quadrus Canadian Equity Class (Laketon) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Quadrus Canadian Growth Class (GWLIM) |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Quadrus Canadian Low Volatility Class (London Capital) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Quadrus Diversified Fixed Income Folio Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Quadrus U.S. Low Volatility Fund (ILIM) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Resilient Canadian Equity Trend Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | SCA NISO Preferred Advantage Fund LP |
| Category Placement: | North American Equity |
|
|
|
| Fund: | Scotia Floating Rate Income Fund |
| Category Placement: | Floating Rate Loan |
|
|
|
| Fund: | Scotia Private Canadian Corporate Bond Pool |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Scotia Private International Core Equity Pool |
| Category Placement: | International Equity |
|
|
|
| Fund: | Scotia Private North American Dividend Pool |
| Category Placement: | North American Equity |
|
|
|
| Fund: | Scotia Short Term Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Sentry Balanced Yield Private Pool Class |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Sentry Canadian Equity Income Private Pool Class |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Sentry Canadian Fixed Income Private Pool |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Sentry Global Balanced Yield Private Pool Class |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Sentry Global Equity Income Private Pool Class |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Sentry Global Investment Grade Private Pool Class |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Sentry Global Tactical Fixed Income Private Pool |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Sentry International Equity Income Private Pool Class |
| Category Placement: | International Equity |
|
|
|
| Fund: | Sentry Real Growth Pool Class |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | Sentry Real Income 1941-45 Class |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | Sentry Real Income 1946-50 Class |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | Sentry Real Income 1951-55 Class |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | Sentry Real Long Term Income Pool Class |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | Sentry Real Mid Term Income Pool Class |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | Sentry Real Short Term Income Pool Class |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | Sentry U.S. Equity Income Private Pool Class |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Sprott Private Credit Trust II |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Vanguard FTSE Developed Asia Pacific All Cap Index ETF (CAD-hedged) (VAH) |
| Category Placement: | Asia Pacific Equity |
|
|
|
| Fund: | Vanguard FTSE Developed Europe All Cap Index ETF (CAD-hedged) (VEH) |
| Category Placement: | European Equity |
|
|
|
| Fund: | Forstrong Global Strategies Balanced Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Forstrong Global Strategies Growth Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Forstrong Global Strategies Income Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | IA Group ReturnPlus (AlphaFixe) |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Mackenzie Global Low Volatility Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Manulife International Equity Private Trust |
| Category Placement: | International Equity |
|
|
|
| Fund: | WisdomTree International Quality Dividend Growth Dynamic Hedged Index ETF (DQI) |
| Category Placement: | International Equity |
|
|
|
Jun
Results of New Fund Reviews – June 23, 2016
| Fund: | BMO Asset Management International Equity Fund |
| Category Placement: | International Equity |
|
|
|
| Fund: | CC&L Equity Income & Growth Plus |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | Desjardins Global Balanced Strategic Income Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Desjardins SocieTerra American Equity Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Desjardins SocieTerra Cleantech Fund |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | Desjardins SocieTerra Environmental Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Greystone Bond Plus Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Greystone Canadian Equity Small Cap fund |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | Greystone Corporate Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Greystone Eight Year Target Duration Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Greystone Fifteen Year Target Duration Fund |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | Greystone High Yield Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Greystone Real Return Bond Fund |
| Category Placement: | Canadian Inflation Protected Fixed Income |
|
|
|
| Fund: | Greystone Short Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Greystone Short Bond Plus Fund |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Greystone Twenty Plus Year Target Duration Fund |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | Invesco Global Targeted Returns Pool |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Mackenzie Maximum Diversification All World Developed ex North America Index ETF (MXU) |
| Category Placement: | International Equity |
|
|
|
| Fund: | Mackenzie Maximum Diversification All World Developed Index ETF (MWD) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Mackenzie Maximum Diversification Canada Index ETF (MKC) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Mackenzie Maximum Diversification Developed Europe Index ETF (MEU) |
| Category Placement: | European Equity |
|
|
|
| Fund: | Mackenzie Maximum Diversification Emerging Markets Index ETF (MEE) |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Mackenzie Maximum Diversification US Index ETF (MUS) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | MarshallZehr First Mortgage Fund LP |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | National Bank U.S. $ Global Tactical Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | ReSolve Adaptive Asset Allocation Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Royal Canadian Mint – Canadian Gold Reserves (MNT) |
| Category Placement: | Commodity |
|
|
|
| Fund: | Royal Canadian Mint – Canadian Silver Reserves (MNS) |
| Category Placement: | Commodity |
|
|
|
| Fund: | SCA Enhanced Income Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | SSQ Fiera Capital Global Equity GIF |
| Category Placement: | Global Equity |
|
|
|
May
Results of New Fund Reviews – May 26, 2016
| Fund: | Black Opal Volatility Class |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | BMO Low Volatility Emerging Markets Equity ETF (ZLE) |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Excel India Balanced Fund |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | FÉRIQUE Diversified Income Fund |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | First Asset Long Duration Fixed Income ETF (FLB) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | First Asset MSCI Canada Quality Index ETF (FQC) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | First Asset Preferred Share ETF (FPR) |
| Category Placement: | Preferred Share Fixed Income |
|
|
|
| Fund: | Globevest Capital Tactical Covered Options Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Grafton Absolute Resource Company LP |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Horizons Canadian Dollar Currency ETF (CAN) |
| Category Placement: | Miscellaneous – Other |
|
|
|
| Fund: | IA SRP Canadian Corporate Bond |
| Category Placement: | Canadian Long Term Fixed Income |
|
|
|
| Fund: | IA SRP U.S. Equity – Currency Neutral |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | IA SRP Global Diversified (Forstrong) |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Invesco Global Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Kensington Power Income Fund LP |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Manulife Global Real Estate Unconstrained Fund |
| Category Placement: | Real Estate Equity |
|
|
|
| Fund: | MD Fossil Fuel Free Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | MD Fossil Fuel Free Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | MFS LifePlan Retirement 2055 Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | NBI Currency-Hedged International High Conviction Equity Private Portfolio |
| Category Placement: | International Equity |
|
|
|
| Fund: | NBI Currency-Hedged U.S. High Conviction Equity Private Portfolio |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Next Edge Private Debt Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Renaissance Global Equity Private Pool |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Renaissance Multi-Asset Global Balanced Income Private Pool |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Renaissance Multi-Asset Global Balanced Private Pool |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Renaissance Multi-Sector Fixed Income Private Pool |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Renaissance Real Asset Private Pool |
| Category Placement: | Global Equity |
|
|
|
| Fund: | ROMC Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | SCA Diversified Global Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Sprott 2016 Short Duration Flow-Through Limited Partnership |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | Tempered Global Value Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Trident Performance Trust |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Trimark Global Diversified Income Fund |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Turtle Creek Investment Fund |
| Category Placement: | North American Equity |
|
|
|
| Fund: | Vanguard Global Liquidity Factor ETF (VLQ) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Vanguard Global Minimum Volatility ETF (VVO) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Vanguard Global Momentum Factor ETF (VMO) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Vanguard Global Value Factor ETF (VVL) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | VPC Specialty Lending Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Yorkville EAFE QVR Enhanced Protection Class |
| Category Placement: | International Equity |
|
|
|
| Fund: | BMO Covered Call Canadian Banks ETF Fund |
| Category Placement: | Financial Services Equity |
|
|
|
| Fund: | BMO Asset Management Global Absolute Return Bond Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | TD Canadian Blue Chip Dividend Fund |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | La Capitale Canadian Fixed Income (CI Investments) |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | La Capitale Global Diversified Income (Fidelity) |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | La Capitale Low Volatility American Equity (TDAM) |
| Category Placement: | U.S. Equity |
|
|
|
Apr
Results of New Fund Reviews – Apr 28, 2016
| Fund: | Absolute Sustainable Dividend Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Absolute Sustainable Property Fund |
| Category Placement: | Miscellaneous – Income & Real Property |
|
|
|
| Fund: | AIP Canadian Enhanced Income Class |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Alitis Private REIT |
| Category Placement: | Miscellaneous – Income & Real Property |
|
|
|
| Fund: | BMO Covered Call Europe High Dividend ETF Fund |
| Category Placement: | European Equity |
|
|
|
| Fund: | BMO Covered Call U.S. High Dividend ETF Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | BMO Fossil Fuel Free Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | BMO Nasdaq 100 Equity Hedged to CAD Index ETF |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | BMO S&P 500 Hedged to CAD Index ETF |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | BMO Short-Term US IG Corporate Bond Hedged to CAD Index ETF |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | BMO Tactical Global Asset Allocation ETF Fund |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | BMO Tactical Global Growth ETF Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | BMO Tactical Global Growth ETF Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | BMO Women in Leadership Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Canso Canadian Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | CI G5/20 2041 Q2 Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | CI G5/20i 2036 Q2 Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Crystal Wealth Enlightened Hedge Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Desjardins American Equity Growth Currency Neutral Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | FIAM Pyramis Select International Plus Trust |
| Category Placement: | International Equity |
|
|
|
| Fund: | First Asset Global Financial Sector ETF (FSF) |
| Category Placement: | Financial Services Equity |
|
|
|
| Fund: | Greystone 2020 Target Date Fund |
| Category Placement: | 2020 Target Date Portfolio |
|
|
|
| Fund: | Greystone 2025 Target Date Fund |
| Category Placement: | 2025 Target Date Portfolio |
|
|
|
| Fund: | Greystone 2030 Target Date Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Greystone 2035 Target Date Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Greystone 2040 Target Date Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Greystone 2045 Target Date Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Greystone 2050 Target Date Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Greystone 2055 Target Date Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Greystone Global Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Greystone Retirement Fund |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Guardian Canadian Focused Equity Fund |
| Category Placement: | Canadian Focused Equity |
|
|
|
| Fund: | Guardian Emerging Markets Equity Fund |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Horizons Canadian High Dividend Index ETF (HXH) |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | Horizons EURO STOXX 50 Index ETF (HXX) |
| Category Placement: | European Equity |
|
|
|
| Fund: | Horizons NASDAQ-100 Index ETF (HXQ) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | IA Clarington Balanced Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | IA Clarington Conservative Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | IA Clarington Growth Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | IA Clarington Maximum Growth Portfolio |
| Category Placement: | Global Equity |
|
|
|
| Fund: | IA Clarington Moderate Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | IA Group Canadian Equity All Cap Value Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | iShares Edge MSCI Min Vol EAFE Index ETF (CAD-Hedged) (XML) |
| Category Placement: | International Equity |
|
|
|
| Fund: | iSahres Edge MSCI Min Vol Global Index ETF (CAD-Hedged) (XMY) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | iShares Edge MSCI Min Vol USA Index ETF (CAD-Hedged) (XMS) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Lysander-Roundtable Low Volatility Equity Fund |
| Category Placement: | North American Equity |
|
|
|
| Fund: | Mackenzie Core Plus Canadian Fixed Income ETF (MKB) |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Mackenzie Core Plus Global Fixed Income ETF (MGB) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Mackenzie Floating Rate Income ETF (MFT) |
| Category Placement: | Floating Rate Loan |
|
|
|
| Fund: | Mackenzie Unconstrained Bond ETF (MUB) |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Renaissance Flexible Yield Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | ROMC Trust |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Sentry U.S. Growth and Income Currency Neutral Class |
| Category Placement: | U.S> Equity |
|
|
|
| Fund: | Silver Bullion Trust (SBT.UN) |
| Category Placement: | Commodity |
|
|
|
| Fund: | Sphere FTSE Asian Sustainable Yield Index ETF (SHA) |
| Category Placement: | Asia Pacific Equity |
|
|
|
| Fund: | Sphere FTSE Canada Sustainable Yield Index ETF (SHC) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Sphere FTSE Canada Emerging Markets Yield Index ETF (SHZ) |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Sphere FTSE Europe Sustainable Yield Index ETF (SHE) |
| Category Placement: | European Equity |
|
|
|
| Fund: | Sphere FTSE U.S. Sustainable Yield Index ETF (SHU) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Sun Life Multi-Strategy Target Return Fund |
| Category Placement: | Alternative Strategies |
|
|
|
Mar
Results of New Fund Reviews – Mar 24, 2016
| Fund: | Algonquin Deb Strategies Fund LP |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Alitis Growth Pool |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Alitis Income & Growth Pool |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Alitis Mortgage Plus Pool |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Alitis Strategic Income Pool |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | BlackRock CDN World Index |
| Category Placement: | Global Equity |
|
|
|
| Fund: | CI Signature Long Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Desjardins Canadian Preferred Share Fund |
| Category Placement: | Preferred Share Fixed Income |
|
|
|
| Fund: | Desjardins iBrix Global Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Desjardins iBrix Low Volatility Emerging Market Fund |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Exemplar U.S. High Yield Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Fieldhouse Global Managed Futures |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Fieldhouse Global Precious Metals |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Fieldhouse Global Rates |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Fieldhouse Oasis Canadian Growth ++ Income |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Fieldhouse Second Phase US Systematic Long/Short Equity |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Melodia 100% Equity Growth Portfolio |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Meritage Global Aggressive Growth Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Meritage Global Conservative Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Meritage Global Growth Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Meritage Global Moderate Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Meritage Tactical ETF Balanced Portfolio |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Meritage Tactical ETF Growth Portfolio |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Meritage Tactical ETF Moderate Portfolio |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | MMCap Canadian Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Montreal Trust Company of Canada Investment Savings Account |
| Category Placement: | Miscellaneous – Other |
|
|
|
| Fund: | National Trust Investment Savings Account |
| Category Placement: | Miscellaneous – Other |
|
|
|
| Fund: | Portland Focused Plus Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | PowerShares DWA Global Momentum Index ETF (DWG) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Scotia Mortgage Corporation Investment Savings Account |
| Category Placement: | Miscellanoues – Other |
|
|
|
| Fund: | TD Canadian Aggregate Bond Index ETF (TDB) |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | TD International Equity CAD Hedged index ETF (THE) |
| Category Placement: | International Equity |
|
|
|
| Fund: | TD International Equity Index ETF (TPE) |
| Category Placement: | International Equity |
|
|
|
| Fund: | TD S&P 500 CAD Hedged Index ETF (THU) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | TD S&P 500 Index ETF (TPU) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | TD S&P/TSX Capped Composite Index ETF (TTP) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | TD U.S. Corporate Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | TDAM Low Volatility All World Equity |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Trez Capital Prime Trust |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Trez Capital Yield Trust |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Vanguard Canada Universe Bond Index Pooled Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Vanguard Canadian All-Cap Equity Index Pooled Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Vanguard Developed All-Cap ex North America Equity Index Pooled Fund |
| Category Placement: | International Equity |
|
|
|
| Fund: | Vanguard Emerging Markets All-Cap Equity Index Pooled Fund |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Vanguard Global ex-Canada Fixed Income Index Pooled Fund (CAD-hedged) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Vanguard Target Retirement 2015 Pooled Fund |
| Category Placement: | 2015 Target Date Portfolio |
|
|
|
| Fund: | Vanguard Target Retirement 2020 Pooled Fund |
| Category Placement: | 2020 Target Date Portfolio |
|
|
|
| Fund: | Vanguard Target Retirement 2025 Pooled Fund |
| Category Placement: | 2025 Target Date Portfolio |
|
|
|
| Fund: | Vanguard Target Retirement 2030 Pooled Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Vanguard Target Retirement 2035 Pooled Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Vanguard Target Retirement 2040 Pooled Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Vanguard Target Retirement 2045 Pooled Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Vanguard Target Retirement 2050 Pooled Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Vanguard Target Retirement 2055 Pooled Fund |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Vanguard Target Retirement Income Pooled Fund |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Vanguard U.S. All-Cap Equity Index Pooled Fund |
| Category Placement: | U.S. Equity |
|
|
|
Feb
Results of New Fund Reviews – Feb 25, 2016
| Fund: | AIP Global Macro Fund LP |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | BMO Asset Management Global Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Broadview Dark Horse Long/Short Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Canadian Preferred Share Trust (PFT.UN) |
| Category Placement: | Preferred Share Fixed Income |
|
|
|
| Fund: | CI G5/20 2041 Q2 Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | CI G5/20i 2036 Q2 Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Counsel Retirement Accumulation Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Counsel Retirement Foundation Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Counsel Retirement Income Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Counsel Retirement Preservation Portfolio |
| Category Placement: | Global Neutral Balance |
|
|
|
| Fund: | Federated Strategic Value U.S. Equity Dividend |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Fiera Real Asset Income and Growth Fund |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | First Asset Global Momentum (CAD hedged) ETF (FGM) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | First Asset Global Momentum ETF (FGL) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | First Asset Global Value (CAD hedged) ETF (FGV) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | First Asset Global Value ETF (FGU) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | First Asset Short Term Government Bond Index Class ETF (FGB) |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Investors Risk Parity Private Pool |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Lysander-Seamark Balanced Fund |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Lysander-Seamark Total Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | NBF CashPerformer Promotion |
| Category Placement: | Miscellaneous – Other |
|
|
|
| Fund: | NBI Global Real Assets Income Fund |
| Category Placement: | Real Estate Equity |
|
|
|
| Fund: | NBI Municipal Bond Plus Private Portfolio |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Norrep Core Canadian Pool |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Norrep Core Global Pool |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Purpose Premium Money Market Fund |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | Purpose US Cash ETF (PSU) |
| Category Placement: | U.S. Money Market |
|
|
|
| Fund: | RP Strategic Income Plus Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Scotia partners Balanced Growth Portfolio Class |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Scotia Partners Balanced Income Portfolio Class |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | Scotia Partners Growth Portfolio Class |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Scotia Partners Maximum Growth Portfolio Class |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Sui Generis investment Partners LP |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | TD Canadian Corporate Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Triasima All Country World Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | TURN8 Alternative Growth Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | TURN8 Tactical Equity Fund |
| Category Placement: | North American Equity |
|
|
|
| Fund: | Turtle Creek Canadian Equity Fund |
| Category Placement: | Alternative Strategies |
|
|
|
Jan
Results of New Fund Reviews – Jan 28, 2016
| Fund: | AlphaDelta Canadian Prosperity Class |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | AlphaDelta Growth of Dividend Income Class |
| Category Placement: | Global Equity |
|
|
|
| Fund: | AlphaDelta Tactical Growth Class |
| Category Placement: | North American Equity |
|
|
|
| Fund: | Bimcor Aggressive Growth Pooled Fund |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Bimcor Balanced Pooled Fund |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Bimcor Conservative Pooled Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Bimcor Global Dividend Yield Pooled Fund |
| Category Placement: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | Bimcor Global Equity Pooled Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Bimcor Global Small Cap Pooled Fund |
| Category Placement: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | Bimcor Growth Pooled Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Bimcor Income Pooled Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Bimcor Moderate Conservative Pooled Fund |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | Bimcor Moderate Growth Pooled Fund |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | BMO Asset Management Canadian Smart Alpha Equity Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Cambridge Stock Selection Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | CI G5/20 2041 Q1 Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | CO G5/20i 2036 Q1 Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | DFS Addenda Commercial Mortgage |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | DFS Desjardins Global Equity Dividend (Epoch) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Dynamic Premium Bond Private Pool |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Group U.S. Equity (Fiera Capital) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Hamilton Capital Global Bank ETF (HBG) |
| Category Placement: | Financial Services Equity |
|
|
|
| Fund: | Hamilton Capital Higher Yielding Financials ETF (HYF) |
| Category Placement: | Financial Services Equity |
|
|
|
| Fund: | Horizons China High Dividend Yield Index ETF (HCN) |
| Category Placement: | Greater China Equity |
|
|
|
| Fund: | IA Clarington U.S. Dividend Growth Registered Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | IA Clarington Yield Opportunities Fund |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | IA U.S. Equity (Fiera Capital) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Marquest Canadian Fixed Income Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | NEI Conservative Yield Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | NEI Environmental Leaders Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Purpose Premium Yield Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Purpose US Banks & income Growth Fund |
| Category Placement: | Financial Services Equity |
|
|
|
| Fund: | Questrade Russell 1000 Equal Weight US Consumer Discretionary Index ETF Hedged to CAD (QRD) |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | Questrade Russell 1000 Equal Weight US Health Care Index ETF Hedged to CAD (QRH) |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | Questrade Russell 1000 Equal Weight US Industrials Index ETF Hedged to CAD (QRI) |
| Category Placement: | Sector Equity |
|
|
|
| Fund: | RBC $U.S. Short Term Income Class Series A |
| Category Placement: | U.S. Money Market |
|
|
|
| Fund: | RBC 1-5 Year Laddered Canadian Bond ETF (RLB) |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | RBC Global Growth & Income Fund |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | RBC Quant Emerging Markets Equity Leaders ETF (RXE) |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | RBC Strategic Global Dividend Leaders ETF (RLD) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | RBC Strategic Global Equity Leaders ETF (RLE) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Signature Preferred Share Pool |
| Category Placement: | Preferred Share Fixed Income |
|
|
|
| Fund: | Signature Tactical Bond Pool |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Sun Life MFS Low Volatility Global Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Sun Life MFS Low Volatility International Equity Fund |
| Category Placement: | International Equity |
|
|
|
