Results of Reclassification
Select a year & month to see the results of the Classification Reviews from that meeting:
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2025
Apr
Results of Classification Reviews – April 23, 2025
| Fund: | CMLS Mortgage Fund |
| Currently: | Miscellaneous – Income and Real Property |
| Requested Category: | Canadian Short Term Fixed Income |
| CIFSC Decision: | Declined |
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| Fund: | Desjardins Conservative ETF Portfolio |
| Currently: | Global Fixed Income Balanced |
| Requested Category: | Canadian Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Empire Life Short Term High Income GIF |
| Currently: | Multi-Sector Fixed Income |
| Requested Category: | High Yield Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Fidelity Global Credit Ex-U.S. Investment Trust |
| Currently: | Global Core Plus Fixed Income |
| Requested Category: | Global Corporate Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Franklin U.S. Monthly Income Fund |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Mackenzie FuturePath Canadian Fixed Income Portfolio |
| Currently: | Canadian Core Plus Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | PIMCO Canadian Core Bond Fund |
| Currently: | Canadian Core Plus Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | TD Balanced ETF Portfolio (TBAL) |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | TD Growth ETF Portfolio (TGRO) |
| Currently: | Global Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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Mar
Results of Classification Reviews – March 26, 2025
| Fund: | Assumption Life SmartSeries Income |
| Currently: | Canadian Equity Balanced |
| Requested Category: | Short Term Target Date Portfolio |
| CIFSC Decision: | Approve |
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| Fund: | Assumption/Louisbourg Balanced Fund |
| Currently: | Canadian Fixed Income Balanced |
| Requested Category: | Canadian Neutral Balanced |
| CIFSC Decision: | Approve |
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| Fund: | CMLS Mortgage Fund |
| Currently: | Alternative Credit Focused |
| Requested Category: | High Yield Fixed Income |
| CIFSC Decision: | Decline |
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| Fund: | Counsel Global Income & Growth Portfolio |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approve |
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| Fund: | NBI Exclusive Income Pooled Fund |
| Currently: | Tactical Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approve |
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| Fund: | Pender Alternative Arbitrage Fund |
| Currently: | Alternative Equity Focused |
| Requested Category: | Alternative Market Neutral |
| CIFSC Decision: | Approve |
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| Fund: | Pender Alternative Arbitrage Plus Fund |
| Currently: | Alternative Equity Focused |
| Requested Category: | Alternative Market Neutral |
| CIFSC Decision: | Approve |
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| Fund: | TD Canadian Core Plus Bond Fund |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Core Plus Fixed Income |
| CIFSC Decision: | Approve |
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Feb
Results of Classification Reviews – February 26, 2025
| Fund: | Brompton Global Infrastructure ETF (BGIE) |
| Currently: | Global Equity |
| Requested Category: | Global Infrastructure Equity |
| CIFSC Decision: | Approved |
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| Fund: | Franklin U.S. Mid Cap Multifactor Index ETF (FMID) |
| Currently: | U.S. Small/Mid Cap Equity |
| Requested Category: | U.S. Small/Mid Cap Equity |
| CIFSC Decision: | Approved |
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| Fund: | Vanguard Conservative ETF Portfolio (VCNS) |
| Currently: | Global Neutral Balanced |
| Requested Category: | Global Fixed Income Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Mackenzie Global Dividend Enhanced Yield Fund |
| Currently: | Global Dividend & Income Equity |
| Requested Category: | Miscellaneous – Income & Real Property |
| CIFSC Decision: | Approved |
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Jan
Results of Classification Reviews – January 22, 2025
| Fund: | Caldwell U.S. Dividend Advantage Fund |
| Currently: | U.S. Equity |
| Requested Category: | U.S. Dividend & Income Equity |
| CIFSC Decision: | Denied |
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| Fund: | Dynamic Active Bond ETF (DXBB) |
| Currently: | Global Fixed Income |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Dynamic Active Corporate Bond ETF (DXCB) |
| Currently: | Global Corporate Fixed Income |
| Requested Category: | Canadian Corporate Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Sun Life MFS U.S. Mid Cap Growth Fund |
| Currently: | U.S. Equity |
| Requested Category: | U.S. Small/Mid Cap Equity |
| CIFSC Decision: | Denied |
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