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  • Canadian Investment Funds Standards Committee(CIFSC) |
    Canadian Investment Funds Standard Committee CIFSC Canadian Investment Funds Standard Committee CIFSC Canadian Investment Funds Standard Committee CIFSC Canadian Investment Funds Standard Committee Request a Category Review Request a Share Class Review Contact About CIFSC The Canadian Investment Funds Standards Committee was formed in January 1998 by Canada s major mutual fund database and research firms with a self imposed mandate to standardize the classifications of Canadian domiciled mutual funds This site outlines the goals and findings of the committee The categories are in a constant state of review and as such the committee extends an invitation for comments from all Canadian mutual fund industry participants The primary purpose of the committee is to provide investors with a consistent set of mutual fund categories The proliferation of mutual fund listings and analysis services has created confusion in the absence of industry standardized fund categories While the committee recognizes that no fund category scheme is suited for all purposes establishing a standard is nonetheless considered beneficial for the mutual fund investor News CIFSC Completes Quarter end Reclassification Review February 9 2016 The CIFSC has completed its quarter end reclassification review The changes Read more Passing of CANNEX Co Founder President Alexander

    Original URL path: http://www.cifsc.org/ (2016-02-16)
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  • MUTUAL FUND CATEGORIES | Canadian Investment Funds Standards Committee(CIFSC)
    Canadian dollars with an average duration greater than 9 0 years In addition these funds must invest primarily in investment grade fixed income securities such that the average credit quality of the portfolio as a whole is investment grade BBB or equivalent rating or higher and not more than 25 of the portfolio s holdings are invested in high yield fixed income securities For purposes of the category definition up to 30 of a Fund s assets may be held in Foreign Fixed Income products which will be treated as Canadian content provided that the currency exposure on those holdings is hedged into Canadian Dollars read more Canadian Money Market Funds assigned to the Canadian Money Market category must be designated as Money Market funds in accordance with National Instrument 81 102 and maintain a minimum weighting of 95 in Canadian dollar denominated investments read more Canadian Neutral Balanced Funds in the Canadian Neutral Balanced category must invest at least 70 of total assets in a combination of equity securities domiciled in Canada and Canadian dollar denominated fixed income securities In addition they must invest greater than or equal to 40 but less than or equal to 60 of their total assets in equity securities read more Canadian Short Term Fixed Income Funds in the Canadian Short Term Fixed Income category must invest at least 90 of their fixed income holdings in fixed income securities denominated in Canadian dollars with an average duration of less than 3 5 years In addition these funds must invest primarily in investment grade fixed income securities such that the average credit quality of the portfolio as a whole is investment grade BBB or equivalent rating or higher and not more than 25 of the portfolio s holdings are invested in high yield fixed income securities For purposes of the category definition up to 30 of a Fund s assets may be held in Foreign Fixed Income products which will be treated as Canadian content provided that the currency exposure on those holdings is hedged into Canadian Dollars read more Canadian Small Mid Cap Equity Funds in the Canadian Small Mid Cap Equity category must invest at least 90 of their equity holdings in securities domiciled in Canada and their average market capitalization must be lower than the Canadian small mid cap threshold read more Canadian Synthetic Money Market The Canadian Synthetic Money Market Fund category includes funds that seek to obtain money market like returns by investing in a basket of equity securities or in one or more equity funds and then entering into forward swap or similar derivatives contracts with a counter party or counterparties in order to replicate the returns of A A specific Canadian Money Market fund a reference fund that satisfies the money market fund definition as set out in National Instrument 81 102 or B A portfolio of Canadian dollar denominated money market securities a reference portfolio that would satisfy the money market fund definition as set out in National Instrument 81 102 if that portfolio were offered for sale publicly Canadian Synthetic Money Market funds may also invest directly in Canadian dollar denominated money market securities or in the underlying Canadian Money Market fund at any time in cases where the fund manager considers it would be beneficial to security holders to do so Note The CIFSC has made the decision to categorize synthetic funds in the same category as the underlying funds that they track except in the case of Money Market funds where this new fund category was created to explicitly delineate between money market funds that meet the strict Money Market fund definition as set out in National Instrument 81 102 and those that do not read more Commodity Funds in the Commodity category must invest primarily in physical commodities or gain exposure to commodities using derivatives The commodity exposure must be primarily long and must not be greater than 100 i e not leveraged read more Emerging Markets Equity Funds in the Emerging Markets Equity category must invest at least 90 of their equity holdings in a broadly based portfolio of securities from emerging markets countries Funds with a consistently narrow focus on a single country group of countries or single region within the emerging markets will be excluded from the category read more Energy Equity Funds in the Energy Equity category must invest at least 90 of their equity holdings in the securities of companies in the Energy sector read more European Equity Funds in the European Equity category must invest at least 90 of their equity holdings in a diversified portfolio of securities domiciled in 2 or more countries in Europe read more Financial Services Equity Funds in the Financial Services Equity category must invest at least 90 of their equity holdings in the Financial Services sector read more Floating Rate Loan Funds in the Floating Rate Loan category must have a stated mandate to invest in floating rate loans such that at least 25 of the portfolio is invested in non investment grade floating rate loans The average credit quality of the portfolio must be below investment grade lower than BBB or equivalent read more Geographic Equity Funds in this category invest in equity securities focused on a specific geographic area or areas and do not qualify for any of the existing geographic equity categories Funds in this category should not be considered homogenous and data providers will not rank quartile or apply similar relative comparisons to the constituents read more Global Equity Funds in the Global Equity category must invest in securities domiciled anywhere across the globe such that their average market capitalization is greater than the small mid cap threshold and invest more than 10 and less than 90 of their equity holdings in Canada or the U S Funds that do not meet any of the requirements of other geographic equity categories and have no formal restrictions that limit where they can invest will be assigned to this

    Original URL path: http://www.cifsc.org/mutual-fund-categories/ (2016-02-16)
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  • FLOW CHART | Canadian Investment Funds Standards Committee(CIFSC)
    ALERTS ABOUT ABOUT POLICIES AND PROCEDURES MEMBERSHIP FUND COMPANY CONTACTS CONTACT CONTACT FLOW CHART Home MUTUAL FUND CATEGORIES FLOW CHART Flow Chart The Flow Chart provides a step by step breakdown of the process that the committee goes through in determining the final categorization of each fund This chart provides insight into the priority given to each of the different thresholds considered The 3 year weighted average portfolio holdings are

    Original URL path: http://www.cifsc.org/mutual-fund-categories/flow-chart/ (2016-02-16)
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  • REQUEST A REVIEW | Canadian Investment Funds Standards Committee(CIFSC)
    February 19th 2016 In order to properly review each request any requests received after this date may not be reviewed until the following meeting Fund Category Name Title Company Phone Email Fund name Fundserv Code Inception Date Current Category 2015 Target Date Portfolio 2020 Target Date Portfolio 2025 Target Date Portfolio 2025 Target Date Portfolio Alternative Strategies Asia Pacific Equity Asia Pacific ex Japan Equity Canadian Dividend Income Equity Canadian Equity Canadian Equity Balanced Canadian Fixed Income Canadian Fixed Income Balanced Canadian Focused Equity Canadian Focused Small Mid Cap Equity Canadian Inflation Protected Fixed Income Canadian Long Term Fixed Income Canadian Money Market Canadian Neutral Balanced Canadian Short Term Fixed Income Canadian Small Mid Cap Equity Canadian Synthetic Money Market Commodity Emerging Markets Equity Energy Equity European Equity Financial Services Equity Floating Rate Loan Geographic Equity Global Equity Global Equity Balanced Global Fixed Income Global Fixed Income Balanced Global Neutral Balanced Global Small Mid Cap Equity Greater China Equity High Yield Fixed Income International Equity Miscellaneous Income and Real Property Miscellaneous Other Miscellaneous Undisclosed Holdings Natural Resources Equity North American Equity Passive Inverse Leveraged Precious Metals Equity Preferred Share Fixed Income Real Estate Equity Retail Venture Capital Sector Equity Tactical Balanced U S Equity U S Money Market U S Small Mid Cap Equity Requested Category 2015 Target Date Portfolio 2020 Target Date Portfolio 2025 Target Date Portfolio 2025 Target Date Portfolio Alternative Strategies Asia Pacific Equity Asia Pacific ex Japan Equity Canadian Dividend Income Equity Canadian Equity Canadian Equity Balanced Canadian Fixed Income Canadian Fixed Income Balanced Canadian Focused Equity Canadian Focused Small Mid Cap Equity Canadian Inflation Protected Fixed Income Canadian Long Term Fixed Income Canadian Money Market Canadian Neutral Balanced Canadian Short Term Fixed Income Canadian Small Mid Cap Equity Canadian Synthetic Money Market Commodity Emerging Markets

    Original URL path: http://www.cifsc.org/mutual-fund-categories/request-a-review-2/ (2016-02-16)
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  • RECLASSIFICATION RESULTS | Canadian Investment Funds Standards Committee(CIFSC)
    Seg Currently Canadian Neutral Balanced Requested Category Global Fixed Income Balanced CIFSC Decision Global Fixed Income Balanced Fund Sun Life Granite Growth Seg Currently Canadian Neutral Balanced Requested Category Global Equity Balanced CIFSC Decision Global Equity Balanced Fund Sun Life Granite Moderate Seg Currently Canadian Neutral Balanced Requested Category Global Neutral Balanced CIFSC Decision Global Neutral Balanced Fund Trimark Canadian Endeavour Fund Currently Canadian Focused Small Mid Cap Equity Requested Category Canadian Focused Equity CIFSC Decision Denied Feb Results of Classification Reviews Feb 27 2014 Fund Brandes Corporate Focus Bond Fund Hedged Unhedged Currently High Yield Fixed Income Requested Category Global Fixed Income CIFSC Decision Global Fixed Income Fund Front Street Global Opportunities Class Currently Canadian Focused Small Mid Cap Equity Requested Category Global Small Mid Cap Equity CIFSC Decision Canadian Focused Small Mid Cap Equity Fund Investment Partners Fund Currently Global Equity Requested Category Canadian Balanced CIFSC Decision Miscellaneous Undisclosed Holdings Fund Manulife Balanced Income Private Trust Pool Currently Canadian Fixed Income Balanced Requested Category Global Fixed Income Balanced CIFSC Decision Global Fixed Income Balanced Fund Manulife Global Managed Volatility Fund Currently Global Equity Requested Category Global Balanced CIFSC Decision Tactical Balanced Fund Purpose High Interest Savings ETF PSA Currently Miscellaneous Income Real Property Requested Category Canadian Money Market CIFSC Decision Canadian Money Market Fund Purpose Tactical Hedged Equity Fund ETF PHE Currently Alternative Strategies Requested Category U S Equity CIFSC Decision Alternative Strategies Fund RBC Target 2017 Corporate Bond Index ETF RQE Currently Canadian Fixed Income Requested Category Canadian Short Term Fixed Income CIFSC Decision Canadian Short Term Fixed Income Jan Results of Classification Reviews Jan 23 2014 Fund Symmetry Conservative Income Portfolio Class Currently Global Fixed Income Balanced Requested Category Canadian Fixed Income Balanced CIFSC Decision Canadian Fixed Income Balanced 2013 Dec Results of Classification Reviews Dec 19 2013 Fund O Leary Global Dividend Fund Currently Global Equity Balanced Requested Category Global Equity CIFSC Decision Global Equity Nov Results of Classification Reviews Nov 28 2013 Fund Trapeze Value Class Currently North American Equity Requested Category Global Equity CIFSC Decision Global Equity Oct Results of Classification Reviews Oct 24 2013 Fund Allegro Moderate Conservative Portfolio Currently Global Neutral Balanced Requested Category Canadian Neutral Balanced CIFSC Decision Canadian Neutral Balanced Fund Alto Moderate Conservative Portfolio Currently Global Neutral Balanced Requested Category Canadian Neutral Balanced CIFSC Decision Canadian Neutral Balanced Fund Aston Hill Capital Growth Class Currently North American Equity Requested Category Alternative Strategies CIFSC Decision Alternative Strategies Fund Dynamic Investment Grade Floating Rate Fund Currently Global Fixed Income Requested Category Canadian Short Term Fixed Income CIFSC Decision Canadian Short Term Fixed Income Fund Dynamic Short Term Bond Fund Currently Global Fixed Income Requested Category Canadian Short Term Fixed Income CIFSC Decision Canadian Short Term Fixed Income Fund iProfile Canadian Equity Pool Currently Miscellaneous Undisclosed Requested Category Canadian Equity CIFSC Decision Canadian Equity Fund iProfile Emerging Markets Pool Currently Miscellaneous Undisclosed Requested Category Emerging Markets Equity CIFSC Decision Emerging Markets Equity Fund iProfile Fixed Income Pool Currently Miscellaneous Undisclosed Requested Category Global Fixed Income CIFSC Decision Global Fixed Income Fund iProfile International Equity Pool Currently Miscellaneous Undisclosed Requested Category International Equity CIFSC Decision International Equity Fund NexGen Corporate Bond Registered fund Currently Global Fixed Income Requested Category Canadian Fixed Income CIFSC Decision Canadian Fixed Income Fund Renaissance Canadian Growth Fund Currently Canadian Focused Equity Requested Category Canadian Equity CIFSC Decision Canadian Equity Fund Renaissance Canadian Monthly Income Fund Currently Canadian Equity Balanced Requested Category Canadian Neutral Balanced CIFSC Decision Canadian Neutral Balanced Fund Trapeze Value Class Currently North American Equity Requested Category Global Equity CIFSC Decision Deferred Sep Results of Classification Reviews Sep 26 2013 Fund Mackenzie Global Small Cap Growth Class Currently North American Equity Requested Category Global Small Mid Cap Equity CIFSC Decision Global Small Mid Cap Equity Fund Mackenzie U S Growth Class Currently North American Equity Requested Category U S Equity CIFSC Decision U S Equity Fund Trapeze Value Class Currently Canadian Focused Equity Requested Category Global Equity CIFSC Decision North American Equity Aug Results of Classification Reviews Aug 22 2013 Fund BMO Global Dividend Fund Currently U S Equity Requested Category Global Equity CIFSC Decision Global Equity Fund BMO Tactical Dividend ETF Fund Currently Canadian Dividend Income Equity Requested Category Canadian Focused Equity CIFSC Decision Canadian Focused Equity Fund Fidelity NorthStar Currency Neutral Class Currently Global Equity Requested Category Global Small Mid Cap Equity CIFSC Decision Global Small Mid Cap Equity Fund Leith Wheeler Income Advantage Fund Currently Canadian Neutral Balanced Requested Category Canadian Fixed Income Balanced CIFSC Decision Canadian Fixed Income Balanced Fund Manulife Dollar Cost Averaging Fund Currently Canadian Synthetic Money Market Requested Category Miscellaneous Other CIFSC Decision Miscellaneous Other Fund Palos Equity Income Fund â Series A Currently Alternative Strategies Requested Category Canadian Equity Balanced CIFSC Decision Canadian Focused Equity Jul Results of Classification Reviews Jul 23 2013 Fund Franklin Income Fund Currently Global Equity Balanced Requested Category Global Neutral Balanced CIFSC Decision Global Neutral Balanced Fund Front Street Global Opportunities Class Currently Miscellaneous Other Requested Category Global Equity CIFSC Decision Global Equity Fund Front Street Growth and Income Class Currently Alternative Strategies Requested Category Tactical Balanced CIFSC Decision Tactical Balanced Fund Manulife Canadian Stock Fund Currently Canadian Dividend Income Equity Requested Category Canadian Focused Equity CIFSC Decision Canadian Focused Equity Fund Manulife Diversified Income Portfolio Currently Global Neutral Balanced Requested Category Global Fixed Income Balanced CIFSC Decision Global Fixed Income Balanced Jun Results of Classification Reviews Jun 26 2013 Fund Dynamic Blue Chip US Balanced Class Currently Canadian Neutral Balanced Requested Category Global Neutral Balanced CIFSC Decision Global Neutral Balanced Fund Front Street Diversified Income Class Currently Miscellaneous Other Requested Category Canadian Neutral Balanced CIFSC Decision Deferred Fund Front Street Global Opportunities Class Currently Miscellaneous Other Requested Category Global Equity CIFSC Decision Denied Fund Zechner High Income Fund Currently Canadian Dividend Income Equity Requested Category Canadian Neutral Balanced Fund CIFSC Decision Canadian Neutral Balanced Fund LDIC North American Energy Infrastructure Fund Class A and F Currently Natural Resource Equity Requested Category Canadian Focused Equity CIFSC Decision Deferred Fund Sionna Canadian Equity Fund Currently Canadian Focused Equity Requested Category Canadian Equity CIFSC Decision Canadian Equity May Results of Classification Reviews May 23 2013 Fund Capital International Canadian Core Plus Fixed Income Currently Global Fixed Income Requested Category Canadian Fixed Income CIFSC Decision Canadian Fixed Income Fund Dynamic Income Growth Opportunities Class Currently Canadian Focused Equity Requested Category Canadian Neutral Balanced CIFSC Decision Canadian Neutral Balanced Fund Franklin Bissett Canadian All Cap Balanced Fund Currently Canadian Neutral Balanced Requested Category Canadian Equity Balanced CIFSC Decision Canadian Equity Balanced Fund NEI Northwest Emerging Markets Fund Currently International Equity Requested Category Emerging Markets Equity CIFSC Decision Emerging Markets Equity Apr Results of Classification Reviews Apr 25 2013 Fund IA Clarington Sarbit Activist Opportunities Class Currently Canadian Equity Requested Category U S Equity CIFSC Decision U S Equity Fund Manulife Balanced Equity Private Pool Currently Canadian Equity Balanced Requested Category Global Equity Balanced CIFSC Decision Global Equity Balanced Fund Manulife Balanced Private Pool Currently Canadian Equity Balanced Requested Category Global Neutral Balanced CIFSC Decision Global Neutral Balanced Fund RBC Private Canadian Corporate Bond Pool Currently High Yield Fixed Income Requested Category Canadian Fixed Income CIFSC Decision Canadian Fixed Income Fund RBC Private Canadian Growth and Income Equity Pool Currently Canadian Equity Requested Category Canadian Dividend Income Equity CIFSC Decision Canadian Dividend Income Equity Fund Westwood Global Dividend Fund Currently Global Equity Balanced Requested Category Global Equity CIFSC Decision Global Equity Mar Results of Classification Reviews Apr 25 2013 Fund IA Clarington Sarbit Activist Opportunities Class Currently Canadian Equity Requested Category U S Equity CIFSC Decision U S Equity Fund Manulife Balanced Equity Private Pool Currently Canadian Equity Balanced Requested Category Global Equity Balanced CIFSC Decision Global Equity Balanced Fund Manulife Balanced Private Pool Currently Canadian Equity Balanced Requested Category Global Neutral Balanced CIFSC Decision Global Neutral Balanced Fund RBC Private Canadian Corporate Bond Pool Currently High Yield Fixed Income Requested Category Canadian Fixed Income CIFSC Decision Canadian Fixed Income Fund RBC Private Canadian Growth and Income Equity Pool Currently Canadian Equity Requested Category Canadian Dividend Income Equity CIFSC Decision Canadian Dividend Income Equity Fund Westwood Global Dividend Fund Currently Global Equity Balanced Requested Category Global Equity CIFSC Decision Global Equity Feb Results of Classification Reviews Feb 28 2013 Fund Altamira Preferred Equity Fund Currently Canadian Equity Requested Category Canadian Dividend Income Equity CIFSC Decision Deferred Fund Montrusco Bolton Equity Income Fund Currently Canadian Small Mid Cap Equity Requested Category Canadian Dividend Income Equity CIFSC Decision Denied Fund NEI Ethical Canadian Dividend Fund Currently Canadian Dividend Income Equity Requested Category Canadian Equity CIFSC Decision Canadian Equity Fund Russell Focused Canadian Equity Class Currently U S Equity Requested Category Canadian Equity CIFSC Decision Canadian Equity Jan Results of Classification Reviews Jan 22 2013 Fund Fidelity U S Monthly Income Fund Currently U S Equity Requested Category Global Neutral Balanced CIFSC Decision Global Neutral Balanced Fund First Asset Resource Fund Currently Miscellaneous Undisclosed Holdings Requested Category Natural Resources Equity CIFSC Decision Natural Resources Equity Fund Norrep US Class Currently U S Small Mid Cap Equity Requested Category U S Equity CIFSC Decision U S Equity Fund SLI Canadian Value Equity Pooled Currently Canadian Dividend Income Equity Requested Category Canadian Equity CIFSC Decision Canadian Equity 2012 Dec Results of Classification Reviews Dec 20 2012 Fund Montrusco Bolton Equity Income Fund Currently Canadian Small Mid Cap Equity Requested Category Canadian Dividend Income Equity CIFSC Decision Deferred Fund Russell LifePoints Fixed Income Portfolio Currently Canadian Fixed Income Requested Category Global Fixed Income CIFSC Decision Global Fixed Income Nov Results of Classification Reviews Nov 22 2012 Fund MIDDLEFIELD CANADIAN DIVIDEND GROWTH CLASS Currently Natural Resources Equity Requested Category Canadian Equity CIFSC Decision Denied Fund Middlefiled Canadian High Yiled Class Currently Canadian Equity Balanced Requested Category High Yield Fixed Income CIFSC Decision High Yield Fixed Income Fund Standard Life Balanced Currently Canadian Neutral Balanced Requested Category Global Neutral Balanced CIFSC Decision Global Equity Balanced Fund Fidelity Asset Allocation Private Pool Currently Global Equity Balanced Requested Category Canadian Neutral Balanced CIFSC Decision Canadian Neutral Balanced Fund Fidelity Asset Allocation Currency Neutral Currently Global Equity Balanced Requested Category Canadian Neutral Balanced CIFSC Decision Canadian Neutral Balanced Oct Results of Classification Reviews Oct 25 2012 Fund Canoe Canadian Equity Class Currently Canadian Equity Requested Category Canadian Focused Equity CIFSC Decision Canadian Focused Equity Fund Fidelity Concentrated Value Private Pool Currently Canadian Equity Requested Category Canadian Focused Equity CIFSC Decision Canadian Focused Equity Sep Results of Classification Reviews Sep 27 2012 Fund BMO Enhanced Equity Income Fund Series A Currently Canadian Equity Requested Category Canadian Dividend Income Equity CIFSC Decision Canadian Dividend Income Equity Fund BMO Target Enhanced yield Series A Currently Tactical Balanced Requested Category Canadian Neutral Balanced CIFSC Decision Global Neutral Balanced Fund Mackenzie Universal Canadian Shield Fund Currently Canadian Small Mid Cap Equity Requested Category Canadian Equity CIFSC Decision Denied Fund Matrix Covered Call Canadian Banks Plus Corp Class Fund Currently Alternative Strategy Requested Category Financial Services Equity CIFSC Decision Financial Services Equity Fund Professionals Balanced Growth Fund Currently Global Neutral Balanced Requested Category Global Equity Balanced CIFSC Decision Global Equity Balanced Aug Results of Classification Reviews Aug 23 2012 Fund O Leary Canadian Bond Yield Fund Currently High Yield Fixed Income Requested Category Canadian Fixed Income CIFSC Decision Canadian Fixed Income Fund NexGen Corporate Bond Fund Currently Global Fixed Income Requested Category Canadian Fixed Income CIFSC Decision Canadian Fixed Income Fund Canoe Energy Income Class Currently Canadian Equity Balanced Requested Category Natural resources Equity CIFSC Decision Natural resources Equity Fund Aston Hill Strategic Yield Currently High Yield Fixed Income Requested Category Alternative Strategies CIFSC Decision Alternative Strategies Jul Results of Classification Reviews Jul 26 2012 Fund O Leary US Strategic Yield Fund Currently U S Equity Requested Category Global Neutral Balanced CIFSC Decision Global Neutral Balanced Fund O Leary Canadian Bond Yield Fund Currently High Yield Fixed Income Requested Category Canadian Fixed Income CIFSC Decision Deferred Fund BMO Emerging Markets Bond hedged to CAD Index ETF Currently High Yield Fixed Income Requested Category Global Fixed Income CIFSC Decision Denied Fund Trimark Global Endeavour Fund Currently Global Small Mid Cap Equity Requested Category Global Equity CIFSC Decision Global Equity Jun Results of Classification Reviews Jun 28 2012 Fund Aston Hill Growth Income Currently Global Neutral Balanced Requested Category Alternative Strategies CIFSC Decision Alternative Strategies Fund Aston Hill Strategic Yield Currently High Yield Fixed Income Requested Category Global Fixed Income Balanced CIFSC Decision Deferred Fund BMO Laddered Corporate Bond Fund Currently Canadian Fixed Income Requested Category Canadian Short Term Fixed Income CIFSC Decision Canadian Short Term Fixed Income Fund DynamicEdge Conservative Class Portfolio Currently Canadian Equity Balanced Requested Category Global Fixed Income Balanced CIFSC Decision Global Fixed Income Balanced Fund DynamicEdge Defensive Portfolio Currently Canadian Fixed Income Balanced Requested Category Global Fixed Income Balanced CIFSC Decision Global Fixed Income Balanced Fund Trimark Diversified Yield Class Currently Global Equity Balanced Requested Category Canadian Equity Balanced CIFSC Decision Canadian Equity Balanced May Results of Classification Reviews May 24 2012 Fund Aston Hill Growth Income Currently Global Neutral Balanced Requested Category Global Equity Balanced CIFSC Decision Denied Fund C F G Heward Canadian Dividend Growth Currently Misc Undisclosed Holdings Requested Category Canadian Dividend Income Equity CIFSC Decision Canadian Dividend Income Equity Fund Professionals Balanced Fund Currently Canadian Fixed Income Balanced Requested Category Canadian Neutral Balanced CIFSC Decision Canadian Neutral Balanced Fund Trimark Canadian Opportunity Class Currently Canadian Focused Equity Requested Category Canadian Equity CIFSC Decision Canadian Equity Apr Results of Classification Reviews Apr 26 2012 Fund Castlerock Canadian Growth Companies Currently Canadian Equity Requested Category Canadian Focused Equity CIFSC Decision Canadian Focused Small Mid Cap Equity Fund CC L Balanced Growth Currently Canadian Equity Balanced Requested Category Tactical Balanced CIFSC Decision Tactical Balanced Fund CC L Diversified Income Currently Canadina Fixed Income Balanced Requested Category Tactical Balanced CIFSC Decision Tactical Balanced Fund CC L Growth Portfolio Currently Global Equity Balanced Requested Category Tactical Balanced CIFSC Decision Tactical Balanced Fund Crystal Enlightened Resource Precious Metal Fund Currently Miscellaneous Undisclosed Holdings Requested Category Precious Metals Equity CIFSC Decision Precious Metals Equity Fund Empire Balanced Portfolio Currently Global Neutral Balanced Requested Category Canadian Neutral Balanced CIFSC Decision Canadian Neutral Balanced Fund Empire Growth Portfolio Currently Global Equity Balanced Requested Category Canadian Equity Balanced CIFSC Decision Canadian Equity Balanced Fund Empire Moderate Growth Portfolio Currently Global Neutral Balanced Requested Category Canadian Equity Balanced CIFSC Decision Canadian Equity Balanced Mar Results of Classification Reviews Mar 23 2012 Fund Business Cycle Income Fund Currently Canadian Equity Requested Category Canadian Dividend Income Equity CIFSC Decision Deferred Fund Horizons BetaPro COMEX Gold Inverse ETF Currently Alternative Strategies Requested Category Miscellaneous Commodity CIFSC Decision Denied Fund Horizons BetaPro COMEX Lng Gold Sh Silv Currently Alternative Strategies Requested Category Miscellaneous Leveraged CIFSC Decision Denied Fund Horizons BetaPro COMEX Long Sivler Short Gold ETF Currently Alternative Strategies Requested Category Miscellaneous Leveraged CIFSC Decision Denied Fund Horizons BetaPro COMEX Silver Inverse ETF Currently Alternative Strategies Requested Category Miscellaneous Commodity CIFSC Decision Denied Fund Horizons BetaPro Long Crude Oil Short Natual Gas ETF Currently Alternative Strategies Requested Category Miscellaneous Leveraged CIFSC Decision Denied Fund Horizons BetaPro NYMEX Crude Oil Inverse ETF Currently Alternative Strategies Requested Category Miscellaneous Commodity CIFSC Decision Denied Fund Horizons BetaPro NYMEX Long Nat Gas Short Oil ETF Currently Alternative Strategies Requested Category Miscellaneous Leveraged CIFSC Decision Denied Fund Horizons BetaPro NYMEX Natural Gas Inverse ETF Currently Alternative Strategies Requested Category Miscellaneous Commodity CIFSC Decision Denied Fund Horizons Enhanced Inc Energy ETF Currently Alternative Strategies Requested Category Natural Resources Equity CIFSC Decision Denied Fund Horizons Enhanced Income Gold Producers ETF Currently Alternative Strategies Requested Category Precious Metals Equity CIFSC Decision Denied Fund Horizons Floating Rate Bond ETF Currently Miscellaneous Income Real Property Requested Category Canadian Short Term Fixed Income CIFSC Decision Denied Fund Horizons Gartman ETF Comm Currently Miscellaneous Other Requested Category Global Equity CIFSC Decision Alternative Strategy Fund Horizons Income Plus ETF Comm Currently Alternative Strategies Requested Category Canadian Short Term Fixed Income CIFSC Decision Miscellaneous Income Real Property Fund Horizons S P TSX 60 130 130 ETF Currently Alternative Strategies Requested Category Canadian Equity CIFSC Decision Denied Fund Horizons S P TSX 60 Equal Weight ETF Currently Alternative Strategies Requested Category Canadian Equity CIFSC Decision Canadian Equity Fund Horizons Seasonal Rotation ETF Comm Currently Alternative Strategies Requested Category Miscellaneous Sector Equity CIFSC Decision Denied Fund Horizons U S Dollar Currency ETF Currently Miscellaneous Other Requested Category U S Money Market CIFSC Decision Denied Fund IA Clarington Strategic Income Fund Currently Canadian Equity Balanced Requested Category Canadian Neutral Balanced CIFSC Decision Canadian Neutral Balanced Fund Mackenzie Cundill Canadian Balanced Currently Global Neutral Balanced Requested Category Canadian Neutral Balanced CIFSC Decision Canadian Equity Balanced Fund Manulife Global Small Cap Balanced Fund Currently Global Small Mid Cap Equity Requested Category Global Equity Balanced CIFSC Decision Global Equity Balanced Fund MGS Advantage Currently Miscellaneous Other Requested Category Canadian Money Market CIFSC Decision Canadian Money Market Fund RBC Short Term Income Class Currently Canadian Short Term Fixed Income Requested Category Canadian Money Market CIFSC Decision Canadian Money Market Feb Results of Classification Reviews Feb 23 2012 Fund Business Cycle Income Fund Currently Canadian Equity Requested Category Canadian Dividend Income Equity CIFSC Decision Deffered Fund Mackenzie Cundill American Class Currently North American Equity Requested Category U S Equity CIFSC Decision Approved Fund Mackenzie Sentinel Global Bond Fund Currently High Yield Fixed Income Requested Category Global Fixed Income CIFSC Decision Approved Fund Quotential Balanced Growth Portfolio Currently Global Neutral Balanced Requested Category Global Equity Balanced CIFSC Decision Global Equity Balanced Fund Trimark Canadian Plus Dividend Class Currently Canadian Focused Equity Requested Category Canadian Dividend Income Equity CIFSC Decision Approved Jan Results of Classification Reviews Jan 26 2012 Fund Crystal Wealth Strategic Yield Media Fund Currently Miscellaneous Other Requested Category High Yield Fixed Income CIFSC Decision Miscellaneous Income Real Property Fund Greystone Real Estate Currently Miscellaneous Other Requested Category Miscellaneous Income Real Property CIFSC Decision Miscellaneous Income Real Property Fund IA Global Real Estate BNP

    Original URL path: http://www.cifsc.org/mutual-fund-categories/reclassification-result/ (2016-02-16)
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  • NEW FUND REVIEWS | Canadian Investment Funds Standards Committee(CIFSC)
    Category Placement Global Equity Balanced Fund CI G5 20 2050 Q3 Fund Category Placement Tactical Balanced Fund CI G5 20i 2035 Q3 Fund Category Placement Tactical Balanced Fund First Asset Canadian REIT ETF RIT Category Placement Real Estate Equity Fund First Asset Core U S Equity ETF CES Category Placement U S Equty Fund First Trust Tactical Bond Index ETF FTB Category Placement Global Fixed Income Fund Front Street MLP Balanced Income Class Category Placement Global Neutral Balanced Fund National Bank Strategic U S Income and Growth Fund Category Placement Global Neutral Balanced Fund SSGA Canadian Long Term Government Bond Index Fund Category Placement Canadian Long Term Fixed Income Fund Templeton Global Bond Institutional Fund Category Placement Global Fixed Income Fund Timbercreek Four Quadrant Global Real Estate Partners LP Category Placement Real Estate Equity Fund Timbercreek Global Real Estate Income Fund Category Placement Real Estate Equity Jun Results of New Fund Reviews Jun 25 2015 Fund Aston Hill Canadian Total Return Cl Category Placement Canadian Focused Equity Fund Canoe Energy Alpha Fund Category Placement Alternative Strategies Fund CGOV Short Term Fixed Income Fund Category Placement Canadian Short Term Fixed Income Fund CI Signature Core Bond Plus Category Placement Canadian Fixed Income Fund Desjardins SocieTerra Canadian Bond Fund Category Placement Canadian Fixed Income Fund Franklin Bissett Monthly Income and Growth Category Placement Canadian Neutral Balanced Fund Global Real Estate Dividend Growers Category Placement Real Estate Equity Fund Guardian Managed Income Growth Portfolio Category Placement Global Equity Balanced Fund Guardian Managed Income Portfolio Category Placement Global Fixed Income Balanced Fund Guardian Managed Yield Portfolio Category Placement Canadian Neutral Balanced Fund IA Ecoflextra Classic Fidelity American High Yield Currency Neutral Category Placement High Yield Fixed Income Fund Investors Canadian Money Market Fund Premium Category Placement Canadian Money Market Fund Leith Wheeler High Yield Bond Category Placement High Yield Fixed Income Fund Lysander U S Credit Fund Category Placement Global Fixed Income Fund Mawer Global Bond Fund Category Placement Global Fixed Income Fund Middlefield Global Healthcare Dividend Category Placement Global Equity Fund Pier 21 International Growth Value Pl Category Placement Global Equity Fund Purpose Energy Credit Opportunities Income Fund Category Placement High Yield Fixed Income Fund Redwood Global Macro Class Category Placement Global Neutral Balanced Fund Redwood Global Total Return Category Placement Global Fixed Income Fund Sentry Alternative Asset Income Fund Category Placement Global Equity Balanced Fund Sentry Global Mid Cap Income Fund Category Placement Global Small Mid Cap Equity Fund Sentry Income Advantage Fund Category Placement Canadian Fixed Income Balanced Fund Sprott Credit Income Opportunities Fund Category Placement Alternative Strategies May Results of New Fund Reviews May 28 2015 Fund Auspice Canadian Crude Oil Index ETF CCX Category Placement Commodity Fund Auspice Canadian Natural Gas Index ETF GAS Category Placement Commodity Fund Bissett Canadian Core Bond Trust Category Placement Canadian Fixed Income Fund Cambridge Bond Fund Category Placement Canadian Fixed Income Fund Fidelity American Balanced Fund Category Placement Global Equity Balanced Fund Fidelity Conservative Income Fund Category Placement Global Fixed Income Balanced Fund Fidelity Global Intrinsic Value Class Category Placement Global Equity Fund Fidelity Strategic Income Fund Category Placement High Yield Fixed Income Fund GWL Picton Mahoney Canadian Equity Category Placement Canadian Equity Fund Mackenzie Global Tactical Investment Grade Bond Category Placement Global Fixed income Fund Mackenzie USD Convertible Securities Fund Category Placement High Yield Fixed Income Fund Mackenzie USD Global Strategic Income Category Placement Global Neutral Balanced Fund Mackenzie USD Global Tactical Bond Category Placement Global Fixed Income Fund Mackenzie USD Ultra Short Duration Income Category Placement Miscellaneous Income and Real Property Fund Manulife Rt Str Investment Grade Global Bond Category Placement Global Fixed Income Fund Manulife Str Investment Grade Global Bond GIF Category Placement Global Fixed Income Fund Manulife U S Balanced Value Private Segregated Pool Category Placement Global Neutral Balanced Fund Norrep Canadian Enhanced Equity Fund Category Placement Alternative Strategies Fund Norrep Enhanced Credit Fund Category Placement Alternative Strategies Fund PCI Absolute Return Fund Category Placement Alternative Strategies Fund Portland Value Fund Category Placement Global Equity Fund PowerShares FTSE RAFI Global Small Mid FUndamental ETF PZW Category Placement Global Small Mid Cap Equity Fund PowerShares Global Shareholder Yield ETF PSY Category Placement Global Equity Fund PowerShares Low Volatility Portfolio ETF PLV Category Placement Global Equity Balanced Fund Purpose International Dividend Fund Category Placement International Equity Fund Purpose International Tactical Hedged Equity Fund Category Placement Alternative Stategies Fund RBC Quant Canadian Equity Leaders ETF RCE Category Placement Canadian Equity Fund RBC Quant EAFE Equity Leaders ETF RIE U Category Placement International Equity Fund RBC Quant U S Equity Leaders ETF RUE U Category Placement U S Equity Fund Sentry Alternative Asset Income Fund Category Placement Global Equity Balanced Fund Sentry Global Mid Cap Income Fund Category Placement Global Small Mid Cap Equity Fund Sentry Income Advantage Fund Category Placement Canadian Fixed Income Balanced Fund Sun GIF Solutions Daily Interest Fund Estate Category Placement Miscellaneous Income and Real Property Fund Sun GIF Solutions Daily Interest Fund Estate Category Placement Miscellaneous Income and Real Property Fund Sun GIF Solutions Dollar Cost Average Daily Interest Estate Category Placement Miscellaneous Income and Real Property Fund Sun GIF Solutions Estate Settlement Estate Category Placement Miscellaneous Income and Real Property Fund Sun GIF Solutions Strategic Income Fund Income Category Placement Miscellaneous Income and Real Property Apr Results of New Fund Reviews Apr 23 2015 Fund Aston Hill Opportunities Fund Prescribe Category Placement Alternative Strategies Fund BMO Global Equity Fund Category Placement Canadian Focused Equity Fund BMO Growth Opportunities Fund Category Placement Global Equity Fund BMO Tactical Balanced ETF Fund Category Placement Tactical Balanced Fund BMO Tactical Global Equity ETF Fund Category Placement Global Equity Fund Front Street Energy Opportunities Fund Category Placement Energy Equity Fund Horizons US 7 10 Year Treasury Bond ETF C HTB Category Placement Global Fixed Income Fund PowerShares FTSE RAFI Canadian SmallMid Fundamental Index ETF PZC Category Placement Canadian Small Mid Cap Equity Fund PowerShares FTSE RAFI Global Fundamental Index ETF PXG Category Placement Global Equity Fund PowerSHares FTSE RAFI U S Fundamental Index ETF PXS Category Placement U S Equity Mar Results of New Fund Reviews Mar 26 2015 Fund Aston Hill Corporate Bond Fund Category Placement Canadian Fixed Income Fund Aston Hill U S Growth Fund Category Placement Alternative Strategies Fund Aston Hill Voya Floating Rate Income Fund Category Placement High Yield Fixed Income Fund BGIM Canada Global Opportunistic F I Category Placement Global Fixed Income Fund Celernus Equity Neutral Fund Category Placement Alternative Strategies Fund Dynamic Conservative Yield Private Pool Category Placement Global Fixed Income Balanced Fund Dynamic International Dividend Private Poll Category Placement International Equity Fund Dynamic North American Dividend Private Pool Category Placement North American Equity Fund Dynamic Tactical Bond Private Pool Category Placement Global Fixed Income Fund Exemplar 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Aggressive 2055 PSG Category Placement 2025 Target Date Portfolio Fund LL Continuum Conservative 2015 PSG Category Placement 2015 Target Date Portfolio Fund LL Continuum Conservative 2020 PSG Category Placement 2020 Target Date Portfolio Fund LL Continuum Conservative 2025 PSG Category Placement 2025 Target Date Portfolio Fund LL Continuum Conservative 2030 PSG Category Placement 2025 Target Date Portfolio Fund LL Continuum Conservative 2035 PSG Category Placement 2025 Target Date Portfolio Fund LL Continuum Conservative 2040 PSG Category Placement 2025 Target Date Portfolio Fund LL Continuum Conservative 2045 PSG Category Placement 2025 Target Date Portfolio Fund LL Continuum Conservative 2050 PSG Category Placement 2025 Target Date Portfolio Fund LL Continuum Conservative 2055 PSG Category Placement 2025 Target Date Portfolio Fund LL Harmonized Aggressive 2015 PSG Category Placement 2015 Target Date Portfolio Fund LL Harmonized Aggressive 2020 PSG Category Placement 2020 Target Date Portfolio Fund LL Harmonized Aggressive 2025 PSG Category Placement 2025 Target Date Portfolio Fund LL Harmonized Aggressive 2030 PSG Category Placement 2025 Target Date Portfolio Fund LL Harmonized Aggressive 2035 PSG Category Placement 2025 Target Date Portfolio Fund LL Harmonized Aggressive 2040 PSG Category Placement 2025 Target Date Portfolio Fund LL Harmonized Aggressive 2045 PSG Category Placement 2025 Target Date Portfolio Fund LL Harmonized Aggressive 2050 PSG Category Placement 2025 Target Date Portfolio Fund LL Harmonized Aggressive 2055 PSG Category Placement 2025 Target Date Portfolio Fund LL Harmonized Conservative 2015 PSG Category Placement 2015 Target Date Portfolio Fund LL Harmonized Conservative 2020 PSG Category Placement 2020 Target Date Portfolio Fund LL Harmonized Conservative 2025 PSG Category Placement 2025 Target Date Portfolio Fund LL Harmonized Conservative 2030 PSG Category Placement 2025 Target Date Portfolio Fund LL Harmonized Conservative 2035 PSG Category Placement 2025 Target Date Portfolio Fund LL Harmonized Conservative 2040 PSG Category Placement 2025 Target Date Portfolio Fund LL Harmonized Conservative 2045 PSG Category Placement 2025 Target Date Portfolio Fund LL Harmonized Conservative 2050 PSG Category Placement 2025 Target Date Portfolio Fund LL Harmonized Conservative 2055 PSG Category Placement 2025 Target Date Portfolio Fund Manulife Strategic Investment Grade Global Bond Fund Category Placement Global Fixed Income Fund Manulife U S Balanced Value Private Trust Category Placement Global Neutral Balanced Fund Manulife U S Dollar Strategic Income Fund Category Placement High Yield Fixed Income Fund MLI Canadian Real Estate Category Placement Real Estate Equity Fund MLI Mortgage Fund MAM Category Placement Canadian Fixed Income Fund NewGen Trading Fund Category Placement Alternative Strategies Fund PH N Conservative Equity Income Category Placement Canadian Equity Fund Portland Advantage Plus Logan Fund Category 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Equity Fund Europe Blue Chip Dividend Growth Category Placement European Equity Fund FDP Global Dividend Equity Private Portfolio Category Placement Global Equity Fund FDP Global Small Cap Equity Private Portfolio Category Placement Global Small Mid Cap Equity Fund FDP Tactical Asset Allocation Private Portfolio Category Placement Tactical Balanced Fund Fidelity ClearPath 2055 Portfolio Category Placement 2025 Target Date Portfolio Fund Fidelity International Equity Investment Trust Category Placement International Equity Fund First Asset Active Credit ETF FAO Category Placement Global Fixed Income Fund First Asset Core Balanced ETF CBB Category Placement Canadian Equity Balanced Fund First Asset Core Canadian Equity ETF CED Category Placement Canadian Equity Fund First Asset Core US Equity ETF CES Category Placement U S Equity Fund GWL Global Dividend Setanta 75 75 Category Placement Global Equity Fund GWL Monthly Inc LC Category Placement Canadian Neutral Balanced Fund GWL U S Low 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Portfolio Fund TD Emerald Low Volatility All World Equity Pool Category Placement Global Equity Fund Tera High Income Fund Category Placement Alternative Strategies 2014 Dec Results of New Fund Reviews Dec 18 2014 Fund BlackRock Canadian MSCI World Index Category Placement Global Equity Fund Common Sense Asset Builder Fund VII Category Placement 2025 Target Date Portfolio Fund IA SRP ex Classic FORLIFE Guaranteed Income Growth Category Placement Canadian Fixed Income Balanced Fund IA SRP Ex Classic FORLIFE Guaranteed Maximum Income Category Placement Canadian Fixed Income Fund Limpid Three Strategies Fund Category Placement Alternative Strategies Fund Mackenzie Monthly Income Balanced Portfolio Category Placement Global Equity Balanced Fund Mackenzie Monthly Income Conservative Portfolio Category Placement Global Fixed Income Balanced Fund Mackenzie Unconstrained Fixed Income Fund Category Placement Alternative Strategies Fund NEI Global Strategic Yield Fund Category Placement Global Fixed Income Balanced Fund Next Edge Bio Tech Plus Fund Category Placement Alternative Strategies Fund Primerica Common Sense Cash Management Category Placement Canadian Money Market Fund Primerica Common Sense Funds Strategic Retirement Category Placement Canadian Fixed Income Balanced Fund Propel North American Preferred Share Category Placement Preferred Share Fixed Income Nov Results of New Fund Reviews Nov 27 2014 Fund Addenda Canadian Diversified Income PF Category Placement Canadian Fixed Income Fund Antares Balanced Pool Fund Category Placement Global Equity Balanced Fund BMO Core Bond Fund Category Placement Canadian Fixed Income Fund BMO Core Plus Bond Fund Category Placement Canadian Fixed Income Fund BMO Equity Linked Corporate Bond ETF ZEL Category Placement Canadian Fixed Income Fund BMO Global Balanced Fund Category Placement Global Neutral Balanced Fund BMO Global Strategic Bond ETF Category Placement High Yield Fixed Income Fund BMO International Dividend ETF Category Placement International Equity Fund BMO MSCI ACWI High Quality Index ETF ZGQ Category Placement Global Equity Fund BMO MSCI USA High Quality Index ETF Category Placement U S Equity Fund BMO Target Education 2020 Portfolio Category Placement 2020 Target Date Portfolio Fund BMO Target Education 2025 Portfolio Category Placement 2025 Target Date Portfolio Fund BMO Target Education 2030 Portfolio Category Placement 2025 Target Date Portfolio Fund BMO Target Education 2035 Portfolio Category Placement 2025 Target Date Portfolio Fund BMO Target Education Income Portfolio Category Placement Canadian Short Term Fixed Income Fund BMO U S Dividend Series A Category Placement U S Equity Fund BMO U S Equity Plus Fund Category Placement U S Equity Fund Centurion Real Estate Opportunities Category Placement Miscellaneous Income and Real Property Fund CI G520 2039 Q4 Class A Category Placement Tactical Balanced Fund CI G520i 2034 Q4 Class A Category Placement Tactical Balanced Fund Covenant Traditional Equity Pool Fund Category Placement Global Equity Fund DFS CC L Canadian Equity Category Placement Canadian Equity Fund FDP Canadian Corporate Bond Private Portfolio Category Placement Canadian Fixed Income Fund Fidelity Conservative Income Private Pool Category Placement Global Fixed Income Balanced Fund Fidelity Event Driven Opportunities Fund Category Placement U S Small Mid Cap Equity Fund First Asset MStar EM Momentum Index ETF IXM Category Placement Emerging Markets Equity Fund First Asset MStar EM Value Index ETF HXM Category Placement Emerging Markets Equity Fund First Asset MStar Intl Momentum Index ETF ZXM Category Placement International Equity Fund First Asset MStar Intl Value Index ETF VXM Category Placement International Equity Fund Franklin Templeton LifeSmart 2020 Conservative Portfolio Category Placement 2020 Target Date Portfolio Fund Franklin Templeton LifeSmart 2020 Growth Portfolio Category Placement 2020 Target Date Portfolio Fund Franklin Templeton LifeSmart 2020 Moderate Portfolio Category Placement 2020 Target Date Portfolio Fund Franklin Templeton LifeSmart 2030 Conservative Portfolio Category Placement 2025 Target Date Portfolio Fund Franklin Templeton LifeSmart Retirement Portfolio Category Placement Global Neutral Balanced Fund Front Street MLP and Infrastructure Income Category Placement Energy Equity Fund HSBC Emerging Markets Pooled Fund Category Placement Emerging Markets Equity Fund Optimum Neutral Duration Universe Bond Category Placement Canadian Fixed Income Fund Purpose US Dividend ETF PUD Category Placement U S Equity Fund Purpose US Dividend Fund Category Placement U S Equity Fund Renaissance Global Bond Fund Category Placement Global Fixed Income Fund RP Select Opportunities Fund Category Placement Alternative Strategies Fund Scotia Aria Conservative Build Portfolio Category Placement Global Fixed Income Balanced Fund Scotia Aria Conservative Core Portfolio Category Placement Global Fixed Income Balanced Fund Scotia Aria Conservative Pay Portfolio Category Placement Global Fixed Income Balanced Fund Scotia Aria Moderate Build Portfolio Category Placement Global Neutral Balanced Fund Scotia Aria Moderate Core Portfolio Category Placement Global Neutral Balanced Fund Scotia Aria Moderate Pay Portfolio Category Placement Global Neutral Balanced Fund Scotia Aria Progressive Build Portfolio Category Placement Global Equity Balanced Fund Scotia Aria Progressive Core Portfolio Category Placement Global Equity Balanced Fund Scotia Aria Progressive Pay Portfolio Category Placement Global Equity Balanced Fund SEI Conservative Fund Category Placement Canadian Fixed Income Balanced Oct Results of New Fund Reviews Oct 30 2014 Fund Aberdeen Asia Pacific Income Investment Category Placement Global Fixed Income Fund BMO Insurance Canadian Balanced Growth GIF Prestige Category Placement Canadian Equity Balanced Fund BMO Insurance Canadian Income Strategy GIF Prestige Category Placement Canadian Neutral Balanced Fund BMO Insurance North America Income Strategy GIF Prestige Category Placement Canadian Neutral Balanced Fund BMO Insurance U S Balanced Growth GIF Prestige Category Placement Global Equity Balanced Fund CI LifeCycle 2020 Portfolio Category Placement 2020 Target Date Portfolio Fund CI LifeCycle 2025 Portfolio Category Placement 2025 Target Date Portfolio Fund CI LifeCycle 2030 Portfolio Category Placement 2025 Target Date Portfolio Fund CI LifeCycle 2035 Portfolio Category Placement 2025 Target Date Portfolio Fund CI LifeCycle 2040 Portfolio Category Placement 2025 Target Date Portfolio Fund CI LifeCycle 2045 Portfolio Category Placement 2025 Target Date Portfolio Fund CI LifeCycle Income Portfolio Category Placement Canadian Neutral Balanced Fund CIBC High Yield Bond Pool Category Placement High Yield Fixed Income Fund Dynamic U S Sector Focus Class Category Placement U S Equity Fund FGP US Equity Fund Category Placement U S Equity Fund Fiera Qunatum Income Opportunities Fund Category Placement High Yield Fixed Income Fund First Trust AlphaDEX U S Consumer Discretionary Sector Index ETF FHD Category Placement Sector Equity Fund First Trust AlphaDEX U S Consumer Staples Sector Index ETF FHC Category Placement Sector Equity Fund First Trust AlphaDEX U S Energy Sector Index ETF FHE Category Placement Energy Equity Fund First Trust AlphaDEX U S Financials Sector Index ETF FHF Category Placement Financial Services Equity Fund First Trust AlphaDEX U S Industrials Sector Index ETF FHG Category Placement Sector Equity Fund First Trust AlphaDEX U S Materials Sector Index ETF FHM Category Placement Sector Equity Fund First Trust AlphaDEX U S Technology Sector Index ETF FHQ Category Placement Sector Equity Fund First Trust AlphaDEX U S Utilities Sector Index ETF FHU Category Placement Sector Equity Fund Global Healthcare Dividend Fund GHC UN Category Placement Sector Equity Fund Greystone Balanced Fund Category Placement Global Neutral Balanced Fund Greystone Canadian Bond Fund Category Placement Canadian Fixed Income Fund Horizons Active Floating Rate Senior Loan ETF HSL Category Placement High Yield Fixed Income Fund IA Clarington Global Growth Income Fund Category Placement Global Equity Balanced Fund IA SRP Classic Global Fixed Income PIMCO Category Placement Global Fixed Income Fund IA SRP ex Classic Global Fixed Income PIMCO Category Placement Global Fixed Income Fund Lazard Global Balanced Income Category Placement Canadian Neutral Balanced Fund Manulife CC L Equity Income Growth Fund Category Placement Canadian Dividend Income Equity Fund Manulife FGP Canadian Equity Fund Category Placement Canadian Equity Fund Manulife Pyramis Canadian Bond Fund Category Placement Canadian Fixed Income Fund Pender Select Ideas Fund Category Placement Alternative Strategies Fund PIMCO Unconstrained Bond Fund Category Placement Global Fixed Income Fund Purpose Enhanced US Equity Fund Category Placement Alternative Strategies Fund Purpose Multi Strategy Market Neutral Fund Category Placement Alternative Strategies Fund R E G A R Inv Mgmt Global Equity Fund Category Placement Global Equity Fund RBC Quant Emerging Mkts Div Leaders ETF RXD Category Placement Emerging Markets Equity Fund RBC Quant European Dividend Leaders ETF RPD Category Placement European Equity Fund Renaissance U S Dollar High Interest Savings Account Category Placement Miscellaneous Other Fund Scheer Rowlett EAFE Category Placement International Equity Fund Thornmark Canadian Equity Category Placement Canadian Equity Fund Thornmark U S Equity Category Placement U S Equity Fund Turtle Creek Equity Fund Category Placement Alternative Strategies Sep Results of New Fund Reviews Sep 25 2014 Fund BlackRock Canadian Equity Index Category Placement Canadian Equity Fund CIBC Canadian Bond Core Plus Pool Category Placement Canadian Fixed Income Fund CIBC Global Equity Growth Pool Category Placement Global Equity Fund DFA GLobal 50EQ 50FI Portfolio Category Placement Canadian Neutral Balanced Fund DFA Global 70EQ 30FI Portfolio Category Placement Canadian Equity Balanced Fund Epic Canadian Healthcare Fund Category Placement Sector Equity Fund Fiera Capital Defensive Global Equity Fund Category Placement Global Equity Fund Fiera Capital Defensive U S Equity Fund Category Placement U S Equity Fund Fiera Quantum Income Opportunities Fund Category Placement High Yield Fixed Income Fund First Asset Canadian REIT ETF FRF Category Placement Real Estate Equity Fund Global Infrastructure Dividend Fund GIF UN Category Placement Global Equity Fund IPSOL Global Equity Category Placement Global Equity Fund LL Harmonized 2015 Multi Manager Category Placement 2015 Target Date Portfolio Fund LL Harmonized 2020 Multi Manager Category Placement 2020 Target Date Portfolio Fund LL Harmonized 2025 Multi Manager Category Placement 2025 Target Date Portfolio Fund LL Harmonized 2030 Multi Manager Category Placement 20205 Target Date Portfolio Fund LL Harmonized 2035 Multi Manager Category Placement 20205 Target Date Portfolio Fund LL Harmonized 2040 Multi Manager Category Placement 20205 Target Date Portfolio Fund LL Harmonized 2045 Multi Manager Category Placement 20205 Target Date Portfolio Fund LL Harmonized 2050 Multi Manager Category Placement 20205 Target Date Portfolio Fund LL Harmonized 2055 Multi Manager Category Placement 20205 Target Date Portfolio Fund Meritage Global Income and Growth Portfolio Category Placement Global Neutral Balanced Fund Picton Mahoney Long Short U S Small Mid Cap Fund Category Placement Alternative Strategies Fund PowerShares S P Emerging Markets Low Volatility Index ETF Category Placement Emerging Markets Equity Fund PowerShares S P International Developed Low Volatility Index ETF Category Placement International Equity Fund Redwood Global Equity Strategy Category Placement Global Equity Fund Sentry Conservative Income Portfolio Category Placement Global Fixed Income Balanced Fund Sentry Growth and Income Portfolio Category Placement Global Equity Balanced Fund Sentry Growth Portfolio Category Placement Global Equity Balanced Fund Sentry Income Portfolio Category Placement Global Neutral Balanced Fund Sprott 2014 II Flow Through Limited Partnership Category Placement Natural Resources Equity Aug Results of New Fund Reviews Aug 28 2014 Fund Antares Total Equity Pool Fund Category Placement Alternative Strategies Fund BlackRock Active Canadian Equity Category Placement Canadian Equity Fund Crystal Wealth ACM Growth Category Placement Global Equity Fund Crystal Wealth ACM Income Category Placement Canadian Neutral Balanced Fund DFS Beutel Goodman Fundamental Canadian Equity Fund Category Placement Canadian Equity Fund DFS BlackRock Global Real Estate Index Category Placement Real Estate Equity Fund DFS Hexavest Global Equities Hedged Category Placement Global Equity Fund Euro Banc Capital Securities Trust Category Placement Tactical Balanced Fund Fiera North American Market Neutral II Category Placement North American Equity Fund Fiera Private Infrastructure Fund Category Placement Miscellaneous Income and Real Property Fund FirstAsset Hamilton Capital European Banks ETF Category Placement Financial Services Equity Fund Franklin Global Small Mid Cap Fund Category Placement Global Small Mid Cap Equity Fund JP Morgan Emerging Markets Fund Category Placement Emerging Markets Equity Fund KFL Partner s Fund LP Category Placement Alternative Strategies Fund Lightwater Nimble Fund Category Placement Alternative Strategies Fund Manulife Global Dividend Fund Category Placement Global Equity Fund Manulife Global Strategic Balanced Yield Fund Category Placement Global Neutral Balanced Fund Manulife U S Regional Bank Trust Category Placement Financial Services Equity Fund MLI Multi Manager Balanced Category Placement Global Equity Balanced Fund MLI Multi Manager Canadian Bond Category Placement Canadian Fixed Income Fund MLI Multi Manager Cdn Large Cap Core Category Placement Canadian Equity Fund MLI Multi Manager Cdn Large Cap Growth Category Placement Canadian Equity Fund MLI Multi Manager Cdn Large Cap Value Category Placement Canadian Equity Fund MLI Multi Manager Cdn Small Cap Equity Category Placement Canadian Small Mid Cap Equity Fund MLI Multi Manager Global Equity Category Placement Global Equity Fund MLI Multi Manager International Equity Category Placement International equity Fund MLI Multi Manager U S Equity Category Placement U S Equity Fund PH N LifeTime 2050 Fund Category Placement 2025 Target Date Portfolio Fund RBC European Dividend Fund Category Placement European Equity Fund Sprott Bridging Income Fund Category Placement Alternative Strategies Fund TriDelta High Income Balanced Category Placement Global Neutral Balanced Fund Venator Partners Fund LP Category Placement Alternative Strategies Jul Results of New Fund Reviews Jul 24 2014 Fund Altervest Absolute REIT CL A Category Placement Alternative Strategies Fund ASTRA CI Cambridge Canadian Asset Allocation Category Placement Tactical Balanced Fund ASTRA CI Signature Global Income and Growth Category Placement Global Neutral Balanced Fund Cambridge Growth Companies Corp Category Placement Global Equity Fund Celernus Mortgage and Income Trust Category Placement Miscellaneous Income and Real Property Fund Dynamic Multi Strategy Hedge Fund Category Placement Alternative Strategies Fund Exemplar Investment Grade Fund Category Placement Canadian Fixed Income Fund Exemplar Tactical Corporate Bond Fund Category Placement Canadian Fixed Income Fund Fidelity ClearPath 2050 Portfolio Category Placement 2025 Target Date Portfolio Fund Fidelity ClearPath 2055 Portfolio Category Placement 2025 Target Date Portfolio Fund First Trust Global Risk Managed Income Index ETP Category Placement Global Fixed Income Balanced Fund Franklin Global Small Mid Cap Fund Category Placement Global Small Mid Cap Equity Fund Goodwood SPValue Fund Category Placement Alternative Strategies Fund Horizons Cdn Midstream Oil Gas Index ETF HOG Category Placement Energy Equity Fund IG Mackenzie Floating Rate Income Fund A Category Placement High Yield Fixed Income Fund Invesco Global Opportunities Equity Pool Category Placement Global Equity Fund Invesco Global Small Cap Equity Pool Category Placement Global Small Mid Cap Equity Fund Investors Global Fixed Income Flex Portfolio A Category Placement Global Fixed Income Fund iShares Short Term High Quality Cdn Bond Index ETF XSQ Category Placement Canadian Short Term Fixed Income Fund Libertas Real Asset Opportunities Fund Category Placement Alternative Strategies Fund Manulife U S Regional Bank Trust Category Placement U S Equity Fund MD Strategic Opportunities Fund Category Placement Alternative Strategies Fund MD Strategic Yield Fund Category Placement Alternative Strategies Fund Middlefield Global Infrastructure Dividend Fund Category Placement Global Equity Fund NexGen Intrinsic Growth Registered Fund Category Placement Canadian Focused Equity Fund NexGen US Growth Tax Managed Category Placement U S Equity Fund PowerShares 1 3 Yr Laddered Float Rate Index ETF PFL Category Placement Canadian Short Term Fixed Income Fund PowerShares LadderRite US 0 5 Yr Corp Bond Index ETF USB Category Placement Global Fixed Income Fund Sprott Real Asset Class Category Placement Real Estate Equity Fund TD Emerald Low Volatility Global Equity PFT Category Placement Global Equity Fund Vanguard Global ex U S Aggregate Bond ETF Category Placement Global Fixed Income Fund Vanguard U S Aggregate Bond Index ETF VBU Category Placement Global Fixed Income Fund Westwood Global Equity Fund Category Placement Global Equity Jun Results of New Fund Reviews Jun 26 2014 Fund Alignvest Income Fund Category Placement Alternative Strategies Fund Alignvest Opportunities Fund Category Placement Alternative Strategies Fund Aventine Canadian Equity Class A Category Placement Canadian Equity Fund Beutel Goodman Fundamental Canadian Equity Fund Category Placement Canadian Equity Fund BLK Canada Credit Screened Bond Index Category Placement Canadian Fixed Income Fund BLK CDN ACWI Index Class A Category Placement Global Equity Fund BLK CDN MSCI EM Index Class D Category Placement Emerging Markets Equity Fund CC L Group Income Growth Category Placement Canadian Neutral Balanced Fund CC L Q International Equity Category Placement International Equity Fund Counsel Global Fixed Income Series P Category Placement Global Fixed

    Original URL path: http://www.cifsc.org/mutual-fund-categories/new-fund-reviews-3/ (2016-02-16)
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  • THRESHOLDS | Canadian Investment Funds Standards Committee(CIFSC)
    Equity 6 34 billion CAD Current Thresholds Mar 31 2013 Dividend Yield 3 12 Canadian Small Mid Cap Equity 3 26 billion CAD Canadian Focused Small Mid Cap Equity 4 38 billion CAD U S Small Mid Cap Equity 6 97 billion CAD Global Small Mid Cap Equity 6 06 billion CAD 2012 Dec 31 2012 Sep 30 2012 Jun 30 2012 Mar 31 2012 Current Thresholds Dec 31 2012 Dividend Yield 4 01 Canadian Small Mid Cap Equity 3 2 billion CAD Canadian Focused Small Mid Cap Equity 4 3 billion CAD U S Small Mid Cap Equity 6 8 billion CAD Global Small Mid Cap Equity 6 0 billion CAD Current Thresholds Sep 30 2012 Dividend Yield 3 92 Canadian Small Mid Cap Equity 3 2 billion CAD Canadian Focused Small Mid Cap Equity 4 2 billion CAD U S Small Mid Cap Equity 6 6 billion CAD Global Small Mid Cap Equity 5 8 billion CAD Current Thresholds Jun 30 2012 Dividend Yield 3 83 Canadian Small Mid Cap Equity 3 1 billion CAD Canadian Focused Small Mid Cap Equity 4 1 billion CAD U S Small Mid Cap Equity 6 3 billion CAD Global Small Mid Cap Equity 5 6 billion CAD Current Thresholds Mar 31 2012 Dividend Yield 3 73 Canadian Small Mid Cap Equity 3 1 billion CAD Canadian Focused Small Mid Cap Equity 4 0 billion CAD U S Small Mid Cap Equity 6 3 billion CAD Global Small Mid Cap Equity 5 4 billion CAD 2011 Dec 31 2011 Sep 30 2011 Jun 30 2011 Mar 31 2011 Current Thresholds Dec 31 2011 Dividend Yield 3 72 Canadian Small Mid Cap Equity 3 0 billion CAD Canadian Focused Small Mid Cap Equity 3 9 billion CAD U S Small Mid Cap Equity 6 0 billion CAD Global Small Mid Cap Equity 5 1 billion CAD Current Thresholds Sep 30 2011 Dividend Yield 3 69 Canadian Small Mid Cap Equity 2 9 billion CAD Canadian Focused Small Mid Cap Equity 3 8 billion CAD U S Small Mid Cap Equity 5 9 billion CAD Global Small Mid Cap Equity 5 0 billion CAD Current Thresholds Jun 30 2011 Dividend Yield 3 62 Canadian Small Mid Cap Equity 2 8 billion CAD Canadian Focused Small Mid Cap Equity 3 7 billion CAD U S Small Mid Cap Equity 5 8 billion CAD Global Small Mid Cap Equity 4 9 billion CAD Current Thresholds Mar 31 2011 Dividend Yield 3 60 Canadian Small Mid Cap Equity 2 7 billion CAD Canadian Focused Small Mid Cap Equity 3 6 billion CAD U S Small Mid Cap Equity 5 6 billion CAD Global Small Mid Cap Equity 4 8 billion CAD 2010 Dec 31 2010 Sep 30 2010 Jun 30 2010 Mar 31 2010 Current Thresholds Dec 31 2010 Dividend Yield 3 61 Canadian Small Mid Cap Equity 2 6 billion CAD Canadian Focused Small Mid Cap Equity 3 5 billion CAD U S Small Mid Cap

    Original URL path: http://www.cifsc.org/mutual-fund-categories/current-thresholds/ (2016-02-16)
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  • HOLDINGS SUBMISSION | Canadian Investment Funds Standards Committee(CIFSC)
    REVIEW SHARE CLASSES RECLASSIFICATION RESULTS SHARE CLASSES NEWS ALERTS ABOUT ABOUT POLICIES AND PROCEDURES MEMBERSHIP FUND COMPANY CONTACTS CONTACT CONTACT HOLDINGS SUBMISSION Home MUTUAL FUND CATEGORIES HOLDINGS SUBMISSION Holdings Submission Please submit holdings information using the following form Name Title Company Phone Email File Accepted file types xls xlsx pdf doc docx Allowed maximum file size 2MB Comments Email This field is for validation purposes and should be left unchanged

    Original URL path: http://www.cifsc.org/mutual-fund-categories/holdings-submission/ (2016-02-16)
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