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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/#gf_8 (2016-02-16)
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  • RECLASSIFICATION RESULTS | Canadian Investment Funds Standards Committee(CIFSC)
    Franklin Templeton Balanced Income Pooled Pt A Currently Global Neutral Balanced Requested Category N A CIFSC Decision Alternative Strategies Fund Franklin Tmp Capital Preservation Pool Pt A Currently Canadian Fixed Income Balanced Requested Category N A CIFSC Decision Alternative Strategies Fund Franklin Tmp Domestic Bal Growth Pooled Pt A Currently Global Equity Balanced Requested Category N A CIFSC Decision Alternative Strategies Fund Franklin Tmp Domestic Growth Pool Pt A Currently Canadian Focused Equity Requested Category N A CIFSC Decision Alternative Strategies Fund Franklin Tmp Domestic Max Growth Pooled Pt A Currently Canadian Focused Equity Requested Category N A CIFSC Decision Alternative Strategies Fund Franklin Tmp Global Balanced Growth Pl Pt A Currently Global Equity Balanced Requested Category N A CIFSC Decision Alternative Strategies Fund Franklin Tmp Global Growth Pool Pt A Currently Global Equity Requested Category N A CIFSC Decision Alternative Strategies Fund Franklin Tmp Global Maximum Growth Pool Pt A Currently Global Equity Requested Category N A CIFSC Decision Alternative Strategies Fund Franklin Tmp Intl Balanced Growth Pool Pt A Currently Global Equity Balanced Requested Category N A CIFSC Decision Alternative Strategies Fund Franklin Tmp Intl Growth Pool Pt A Currently Global Equity Balanced Requested Category N A CIFSC Decision Alternative Strategies Fund Franklin Tmp Intl Maximum Growth Pool Pt A Currently Global Neutral Balanced Requested Category Global Equity CIFSC Decision Alternative Strategies Fund IA Clarington Tactical Income Fund Currently Canadian Equity Balanced Requested Category Tactical Balanced CIFSC Decision Approved Fund Investors Tactical Asset Allocation Fund Currently Tactical Balanced Requested Category Global Equity Balanced CIFSC Decision Approved Fund Northwest Growth Income Currently Global Equity Balanced Requested Category Canadian Equity Balanced CIFSC Decision Denied Jun Results of Classification Reviews Jun 25 2009 Fund BMO Nesbitt Burns Growth Portfolio Fund Currently Global Neutral Balanced Requested Category Global Equity Balanced CIFSC Decision Approved Fund Capital International Canadian Core Plus Fixed Income Currently Global Fixed Income Requested Category Canadian Fixed Income CIFSC Decision Approved Fund Credential Select High Growth Portfolio Currently Global Equity Balanced Requested Category Global Equity CIFSC Decision Approved Fund Franklin Templeton International Max Growth Pooled Portfolio Currently Global Neutral Balanced Requested Category Global Equity CIFSC Decision Deferred Fund Investors Tactical Asset Allocation Fund Currently Tactical Balanced Requested Category Global Equity Balanced CIFSC Decision Deferred Fund Manulife Corporate Bond Fund Currently Global Fixed Income Requested Category High Yield Fixed Income CIFSC Decision Approved Fund Manulife Mawer Canadian Diversified Investment Fund Currently Canadian Neutral Balanced Requested Category Global Equity Balanced CIFSC Decision Approved Fund Pathway Canadian Flex Series Fund Currently Alternative Strategies Requested Category Canadian Equity CIFSC Decision Approved Fund Pathway Resource Flex A Regular MIN 004 Currently Alternative Strategies Requested Category Natural Resources Equity CIFSC Decision Approved May Results of Classification Reviews May 28 2009 Fund Fidelity Canadian Asset Allocation Fund Currently Tactical Balanced Requested Category Canadian Equity Balanced CIFSC Decision Approved Fund Front Street Diversified Income Fund Currently Miscellaneous Requested Category Canadian Equity Balanced CIFSC Decision Canadian Neutral Balanced Fund GBC International Growth Fund Currently Global Small Mid Cap Equity Requested Category International Equity CIFSC Decision Approved Fund IA Clarington Global Dividend GIF CI A Currently Global Equity Balanced Requested Category Global Equity CIFSC Decision Approved Fund Investors Mergers Acquisitions Fund Class Currently Canadian Focused Small Mid Cap Equity Requested Category Miscellaneous CIFSC Decision Approved Fund Mackenzie Cundill Emerging Markets Currently Global Small Mid Cap Equity Requested Category Emerging Markets CIFSC Decision Approved Fund National Bank Dividend Fund Currently Canadian Equity Balanced Requested Category Canadian Fixed Income Balanced CIFSC Decision Approved Fund Pathway 07 Currently Alternative Strategies Requested Category Canadian Equity CIFSC Decision Deferred Fund Scotia International Value Fund Currently Global Equity Requested Category International Equity CIFSC Decision Approved Fund Standard Life SI Id FT Quot Bal I P 100 Currently Global Fixed Income Requested Category Global Neutral Balanced CIFSC Decision Approved Fund TD Mortgage Fund Currently Canadian Fixed Income Requested Category Canadian Short Term Fixed Income CIFSC Decision Approved Fund Trimark Canadian Focus Class Currently Canadian Focused Equity Requested Category Canadian Equity CIFSC Decision Approved Fund Van Arbor Canadian Advantage Fund Currently Miscellaneous Requested Category Canadian Equity CIFSC Decision Approved Fund Van Arbor World Advantage Fund Currently Miscellaneous Requested Category Global Equity CIFSC Decision Denied Apr Results of Classification Reviews Apr 23 2009 No reclassification requests submitted Mar Results of Classification Reviews March 26 2009 Fund FMOQ Omnibus Currently Canadian Fixed Income Balanced Requested Category Canadian Neutral Balanced CIFSC Decision Deferred Fund QFM Fixed Income Fund Currently Miscellaneous Requested Category Global Fixed Income CIFSC Decision Denied Fund QFM Structured Yield Fund Currently Miscellaneous Requested Category Canadian Dividend Income Equity CIFSC Decision Denied Fund QFM Global Equity Fund Currently Miscellaneous Requested Category Global Equity CIFSC Decision Denied Fund QFM Global Sector Target Fund Currently Miscellaneous Requested Category Global Equity CIFSC Decision Denied Fund Russell Diversified Monthly Income Class Port B Currently Canadian Neutral Balanced Requested Category Global Neutral Balanced CIFSC Decision Approved Fund AGF Aggressive US Growth Fund Currently Global Small Mid Cap Equity Requested Category U S Small Mid Cap Equity CIFSC Decision Denied Fund Scotia Global Climate Change Fund Currently Miscellaneous Requested Category Global Equity CIFSC Decision Approved Fund Trimark Diversified Income Class Currently Global Equity Balanced Requested Category Canadian Equity Balanced CIFSC Decision Approved Fund Capital International Canadian Core Plus Fixed Income Currently Global Fixed Income Requested Category Canadian Fixed Income CIFSC Decision Denied Feb Results of Classification Reviews Feb 26 2009 Fund Caldwell Institutional Bond Pool Currently Miscellaneous Requested Category Canadian Fixed Income CIFSC Decision Approved Fund Caldwell High Income Trust Currently Miscellaneous Requested Category Canadian Income Trust Equity CIFSC Decision Approved Fund Faircourt Global Income Advantage Currently Canadian Dividend Income Equity Requested Category Global Equity Balanced CIFSC Decision Miscellaneous Fund Desjardins Dividend Income Fund Currently Canadian Dividend Income Equity Requested Category Canadian Equity Balanced CIFSC Decision Approved Fund FMOQ Omnibus Currently Canadian Fixed Income Balanced Requested Category Canadian Neutral Balanced CIFSC Decision Deferred Fund QFM Fixed Income Fund Currently Miscellaneous Requested Category Global Fixed Income CIFSC Decision Deferred Fund QFM Structured Yield Fund Currently Miscellaneous Requested Category Canadian Dividend Income Equity CIFSC Decision Deferred Fund QFM Global Equity Fund Currently Miscellaneous Requested Category Global Equity CIFSC Decision Deferred Fund QFM Global Sector Target Fund Currently Miscellaneous Requested Category Global Equity CIFSC Decision Deferred Fund Criterion US Buyback Fund Currently Miscellaneous Requested Category U S Equity CIFSC Decision Approved Fund Dynamic Advantage Bond Fund Currently Global Fixed Income Requested Category Canadian Fixed Income CIFSC Decision Approved Jan Results of Classification Reviews Jan 22 2009 Fund Titan Money Market Fund Currently Canadian Fixed Income Balanced Requested Category Canadian Money Market CIFSC Decision Approved Fund Faircourt Global Income Advantage Currently Canadian Dividend Income Equity Requested Category Global Equity Balanced CIFSC Decision Deferred Fund Caldwell Institutional Bond Pool Currently Miscellaneous Requested Category Canadian Fixed Income CIFSC Decision Deferred Fund Caldwell High Income Trust Currently Miscellaneous Requested Category Canadian Income Trust Equity CIFSC Decision Deferred 2008 Dec Results of Classification Reviews Dec 18 2008 Fund Pathway Canadian Flex Series Fund Currently Alternative Strategies Requested Category Canadian Equity CIFSC Decision Denied Fund Pathway Resource Flex Series Fund Currently Alternative Strategies Requested Category Natural Resources Equity CIFSC Decision Denied Fund frontierAlt Opportunistic Bond Fund Currently Global Fixed Income Requested Category Canadian Fixed Income CIFSC Decision Approved Fund Fidelity Canadian Growth Company Currently Canadian Small Mid Cap Equity Requested Category Canadian Focused Equity CIFSC Decision Approved Fund National Bank Equity Managed Portfolio Currently Canadian Focused Equity Requested Category Global Equity Balanced CIFSC Decision Denied Nov Results of Classification Reviews Nov 27 2008 Fund AGF Aggressive Global Stock Fund Currently Global Equity Requested Category Global Small Mid Cap Equity CIFSC Decision Denied Fund BGI CoreActive Bond Currently Canadian Fixed Income Requested Category Miscellaneous CIFSC Decision Approved Fund DKAM Financial Services Venture Fund LP Currently Alternative Strategies Requested Category Financial Services CIFSC Decision Denied Fund Hartford Global High Income Fund Currently Global Neutral Balanced Requested Category Global Fixed Income CIFSC Decision Approved Fund IA Clarington Tactical Income Currently Canadian Income Trust Equity Requested Category Tactical Balanced CIFSC Decision Approved Fund Pathway Canadian Flex Series Fund Currently Alternative Strategies Requested Category Canadian Equity CIFSC Decision Deferred Fund Pathway Resource Flex Series Fund Currently Alternative Strategies Requested Category Natural Resources Equity CIFSC Decision Deferred Fund Redwood Diversified Equity Fund Currently Miscellaneous Requested Category Canadian Equity CIFSC Decision Denied Fund Redwood Diversified Income Fund Currently Miscellaneous Requested Category Canadian Dividend Income Equity CIFSC Decision Denied Oct Results of Classification Reviews Oct 23 2008 Fund AGF Aggressive U S Growth Fund Currently Global Small Mid Cap Equity Requested Category U S Small Mid Cap Equity CIFSC Decision Denied Fund AGF Canadian Large Cap Dividend Fund Currently Canadian Dividend Income Equity Requested Category Canadian Focused Equity CIFSC Decision Approved Fund Batirente Actions Mondiales Currently Miscellaneous Requested Category Global Equity CIFSC Decision Approved Fund Canadian Flex Series Fund Currently Alternative Strategies Requested Category Canadian Equity CIFSC Decision Deferred Fund Harmony Non Traditional Pool Currently Canadian Equity Requested Category Global Equity CIFSC Decision Approved Fund IA Clarington Canadian Equity Fund Currently Canadian Focused Equity Requested Category Canadian Equity CIFSC Decision Denied Fund IA Clarington Short Term Income Class Currently Canadian Money Market Requested Category Canadian Short Term Fixed Income CIFSC Decision Approved Fund IA Clarington Tactical Income Currently Canadian Income Trust Equity Requested Category Tactical Balanced CIFSC Decision Deferred Fund Redwood Diversified Equity Fund Currently Miscellaneous Requested Category Canadian Equity CIFSC Decision Deferred Fund Redwood Diversified Income Fund Currently Miscellaneous Requested Category Canadian Dividend Income Equity CIFSC Decision Deferred Fund Resource Flex Series Fund Currently Alternative Strategies Requested Category Natural Resources Equity CIFSC Decision Deferred Sep Results of Classification Reviews Sep 25 2008 Fund Redwood Diversified Equity Fund Currently Miscellaneous Requested Category Canadian Equity CIFSC Decision Deferred Fund Redwood Diversified Income Fund Currently Miscellaneous Requested Category Canadian Dividend Income Equity CIFSC Decision Deferred Fund Canada Life Cdn Eq Val LK Gens Currently Canadian Dividend Income Equity Requested Category Canadian Equity CIFSC Decision Approved Aug Results of Classification Reviews Aug 28 2008 Fund Redwood Diversified Equity Fund Currently Miscellaneous Requested Category Canadian Equity CIFSC Decision Deferred Fund Redwood Diversified Income Fund Currently Miscellaneous Requested Category Canadian Dividend Income Equity CIFSC Decision Deferred Fund Canada Life Cdn Eq Val LK Gens Currently Canadian Dividend Income Equity Requested Category Canadian Equity CIFSC Decision Deferred Fund Exemplar Canadian Focus Portfolio Currently Alternative Strategies Requested Category Canadian Equity CIFSC Decision Approved Fund Exemplar Global Opportunities Portfolio Currently Alternative Strategies Requested Category Global Equity CIFSC Decision Approved Fund ACM Mortgage Fund One Currently Miscellaneous Requested Category Canadian Fixed Income CIFSC Decision Denied Fund ACM Mortgage Fund Two Currently Miscellaneous Requested Category Canadian Long Term Fixed Income CIFSC Decision Denied Fund ACM Debenture Fund One Currently Miscellaneous Requested Category Canadian Long Term Fixed Income CIFSC Decision Denied Fund Meritage American Equity Portfolio Currently Canadian Neutral Balanced Requested Category U S Equity CIFSC Decision Approved Fund Meritage International Equity Portfolio Currently Canadian Neutral Balanced Requested Category International Equity CIFSC Decision Approved Fund SEI Balanced 60 40 Fund Currently Canadian Neutral Balanced Requested Category Global Equity Balanced CIFSC Decision Approved Fund SEI Growth 70 30 Fund Currently Canadian Equity Balanced Requested Category Global Equity Balanced CIFSC Decision Approved Fund Trimark U S Small Companies Class Currently North American Equity Requested Category U S Small Mid Cap Equity CIFSC Decision Approved Fund Trimark Monthly Income Private Pool Currently Global Equity Balanced Requested Category Canadian Equity Balanced CIFSC Decision Denied Jul Results of Classification Reviews Jul 31 2008 Fund ACM Commercial Mortgage Currently Miscellaneous Requested Category Canadian Short Term Fixed Income CIFSC Decision Approved Fund Batirente Actions Mondiales Currently Miscellaneous Requested Category Global Equity CIFSC Decision Deferred Fund Exemplar Canadian Focus Portfolio Currently Alternative Strategies Requested Category Canadian Equity CIFSC Decision Denied Fund Exemplar Global Opportunities Portfolio Currently Alternative Strategies Requested Category Global Equity CIFSC Decision Denied Fund Investors Canadian Equity Fund Currently Canadian Dividend Income Equity Requested Category Canadian Focused Equity CIFSC Decision Approved Fund Investors Canadian Large Cap Value Fund Currently Canadian Dividend Income Equity Requested Category Canadian Focused Equity CIFSC Decision Approved Fund Marquest Dividend Growth Fund Currently Canadian Small Mid Cap Equity Requested Category Canadian Dividend Income Equity CIFSC Decision Deferred Fund Northern Rivers Conservative Growth Fund Currently Canadian Small Mid Cap Equity Requested Category Canadian Equity CIFSC Decision Denied Fund Northwest Specialty High Yield Bond Fund Currently Global Fixed Income Balanced Requested Category High Yield Fixed Income CIFSC Decision Approved Fund RBC Private Canadian Equity Growth and Income Equity Pool Currently Canadian Equity Requested Category Canadian Dividend Income Equity CIFSC Decision Approved Jun Results of Classification Reviews Jun 26 2008 Fund Batirente Actions Mondiale Currently Miscellaneous Requested Category Global Equity CIFSC Decision Deferred Fund Edenview Investment Partnership Currently Miscellaneous Requested Category Alternative Strategies CIFSC Decision Deferred Fund Northern Rivers Conservative Growth Fund Currently Canadian Small Mid Cap Equity Requested Category Canadian Equity CIFSC Decision Deferred Fund SEI Balanced 60 40 Fund Currently Canadian Neutral Balanced Requested Category Global Equity Balanced CIFSC Decision Denied Fund SEI Growth 70 30 Fund Currently Canadian Equity Balanced Requested Category Global Equity Balanced CIFSC Decision Denied Fund Sprott Canadian Equity Currently Natural Resources Equity Requested Category Canadian Equity CIFSC Decision Denied May Results of Classification Reviews May 22 2008 Fund Acuity Alpha Global Portfolio Currently Global Equity Balanced Requested Category Global Equity CIFSC Decision Denied Fund Acuity Alpha Social Values Portfolio Currently Canadian Focused Small Mid Cap Equity Requested Category Canadian Focused Equity CIFSC Decision Denied Fund OCM Energy Total Return Fund Currently Alternative Strategies Requested Category Natural Resources Equity CIFSC Decision Denied Apr Results of Classification Reviews Apr 24 2008 Fund Acuity Canadian Equity Class Currently Canadian Focused Equity Requested Category Canadian Equity CIFSC Decision Approved Fund Fidelity Monthly Income Fund Currently Canadian Equity Balanced Requested Category Canadian Neutral Balanced CIFSC Decision Approved Fund GBC Growth and Income Fund Currently Miscellaneous Requested Category Global Neutral Balanced CIFSC Decision Approved Mar Results of Classification Reviews Mar 27 2008 Fund Mac Ivy Enterprise Fund Currently Canadian Focused Small Mid Cap Equity Requested Category North American Equity CIFSC Decision Approved Fund Mackenzie Universal American Growth Class Currently North American Equity Requested Category U S Small Mid Cap Equity CIFSC Decision Denied Fund Manulife Strategic Income Fund Currently High Yield Fixed Income Requested Category Global Fixed Income CIFSC Decision Approved Fund National Bank Dividend Fund Currently Canadian Equity Balanced Requested Category Canadian Fixed Income Balanced CIFSC Decision Approved Fund National Bank Monthly Income Fund Currently Canadian Equity Balanced Requested Category Canadian Neutral Balanced CIFSC Decision Approved Fund Saxon Microcap Fund Currently Global Small Mid Cap Equity Requested Category Canadian Small Mid Cap Equity CIFSC Decision Approved Fund Sentry Select Balanced Fund Currently Canadian Focused Equity Requested Category Global Equity Balanced CIFSC Decision Canadian Equity Balanced Fund Sentry Select Diversified Total Return Fund Currently Alternative Strategies Requested Category Canadian Focused Equity CIFSC Decision Approved Fund Sprott Canadian Equity Fund Currently Natural Resources Equity Requested Category Canadian Equity CIFSC Decision Deferred until receipt of holdings data Feb Reclassification Decisions Feb 28 2008 Fund CGOV Balanced Fund Currently Canadian Equity Balanced Move to Global Equity Balanced Decision Denied Fund CGOV Cumberland Fund Currently Canadian Focused Equity Move to Global Equity Decision Denied Fund Desjardins Global Small Cap Equity Fund Currently U S Small Mid Cap Equity Move to Global Small Mid Cap Equity Decision Approved Fund Dynamic Power Canadian Growth Currently Canadian Focused Small Mid Cap Equity Move to Canadian Focused Equity Decision Approved Fund Excel China Fund Currently Miscellaneous Move to Asia Pacific ex Japan Equity Decision Denied Fund Excel Chindia Fund Currently Miscellaneous Move to Emerging Markets Equity Decision Denied Fund Excel Emerging Europe Fund Currently Miscellaneous Move to Emerging Markets Equity Decision Denied Fund Excel India Fund Currently Miscellaneous Move to Emerging Markets Equity Decision Denied Fund FMOQ internationale equity Fund Currently International Equity Move to Global Equity Decision Approved Fund FMOQ monthly income Fund Currently International Equity Move to Canadian Neutral Balanced Decision Canadian Equity Balanced Fund Mackenzie Universal Global Property Income Fund Currently Miscellaneous Move to Real Estate Equity Decision Approved Fund Peer Diversified Mortgage Fund Currently Miscellaneous Move to High Yield Fixed Income Decision Denied Fund Scotia Canadian Blue Chip Fund Currently Canadian Focused Equity Move to Canadian Equity Decision Denied Fund Scotia Canadian Growth Fund Currently Canadian Equity Move to Canadian Focused Equity Decision Approved Jan Reclassification Decisions Jan 24 2008 Fund ACM Commercial Mortgage Fund Currently Miscellaneous Move to Canadian Fixed Income Decision Denied Fund Batirente Global Equity Currently Miscellaneous Move to Global Equity Decision Approved Fund Blumont North American Fund Currently Tactical Balanced Move to North American Equity Decision Approved Fund Quadrus London Capital Cdn Diversified Equity Currently Canadian Equity Move to Canadian Focused Equity Decision Approved Fund ROI Global Retirement Fund Currently Miscellaneous Move to Global Neutral Balanced Decision Global Equity Balanced 2007 Dec Reclassification Decisions Dec 20 2007 Fund ACM Commercial Mortgage Fund Currently Miscellaneous Move to Canadian Fixed Income Decision Denied Fund Astra 110 series II Currently Global Fixed Income Balanced Move to Canadian Fixed Income Balanced Decision Denied Fund ASTRA Global Equity Howson Tattersall Currently Global Small Mid Cap Equity Move to Global Equity Decision Denied Fund Astra Natcan Bond Currently Global Fixed Income Move to Canadian Fixed Income Decision Approved Fund Batirente Canadian Equity LODH Currently Miscellaneous Move to Canadian Equity Decision Approved Fund Batirente Canadian Equity MBI Currently Miscellaneous Move to Canadian Equity Decision Approved Fund Batirente Diversified Patrimonial Currently Miscellaneous Move to Canadian Neutral Balanced Decision Approved Fund Batirente Global Equity Currently Miscellaneous Move to Global Equity Decision Denied Fund Desjardins Enhanced Bond Fund Currently Global Fixed Income Move to Canadian Fixed Income Decision Approved Fund Fidelity International Value Fund Currently Global Equity Move to International Equity Decision Approved Fund Halcyon Hirsch Opportunistic Tactical Allocation Fund Currently Tactical Balanced Move to North American Equity Decision Deferred Fund Leith Wheeler Income Trust Fund Currently Canadian Small Mid Cap Equity Move to Canadian Income Trust Equity Decision Approved Fund MDPIM Canadian Equity Pool Currently Canadian Dividend Income Equity Move to Canadian Equity Decision Approved Fund

    Original URL path: http://www.cifsc.org/mutual-fund-categories/reclassification-results-1/ (2016-02-16)
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  • NEW FUND REVIEWS | Canadian Investment Funds Standards Committee(CIFSC)
    Sun Life 2020 Milestone PF Category Placement 2020 Target Date Portfolio Fund Sun Life 2025 Milestone PF Category Placement 2025 Target Date Portfolio Fund Sun Life 2030 Milestone PF Category Placement 2025 Target Date Portfolio Fund Sun Life 2035 Milestone PF Category Placement 2025 Target Date Portfolio Fund Sun Life 2040 Milestone PF Category Placement 2025 Target Date Portfolio Fund Sun Life 2045 Milestone PF Category Placement 2025 Target Date Portfolio Fund Sun Life Granite 2015 PF Category Placement 2015 Target Date Portfolio Fund Sun Life Granite 2020 Aggressive PF Category Placement 2020 Target Date Portfolio Fund Sun Life Granite 2020 Conservative PF Category Placement 2020 Target Date Portfolio Fund Sun Life Granite 2020 Moderate PF Category Placement 2020 Target Date Portfolio Fund Sun Life Granite 2020 PF Category Placement 2020 Target Date Portfolio Fund Sun Life Granite 2025 PF Category Placement 2025 Target Date Portfolio Fund Sun Life Granite 2030 Aggressive PF Category Placement 2025 Target Date Portfolio Fund Sun Life Granite 2030 Conservative PF Category Placement 2025 Target Date Portfolio Fund Sun Life Granite 2030 Moderate PF Category Placement 2025 Target Date Portfolio Fund Sun Life Granite 2030 PF Category Placement 2025 Target Date Portfolio Fund Sun Life Granite 2035 PF Category Placement 2025 Target Date Portfolio Fund Sun Life Granite 2040 Aggressive PF Category Placement 2025 Target Date Portfolio Fund Sun Life Granite 2040 Conservative PF Category Placement 2025 Target Date Portfolio Fund Sun Life Granite 2040 Moderate PF Category Placement 2025 Target Date Portfolio Fund Sun Life Granite 2040 PF Category Placement 2025 Target Date Portfolio Fund Sun Life Granite 2045 PF Category Placement 2025 Target Date Portfolio Fund Sun Life Granite 2050 Aggressive PF Category Placement 2025 Target Date Portfolio Fund Sun Life Granite 2050 Conservative PF Category Placement 2025 Target Date Portfolio Fund Sun Life Granite 2050 Moderate PF Category Placement 2025 Target Date Portfolio Fund Sun Life Granite 2050 PF Category Placement 2025 Target Date Portfolio Fund Sun Life Granite Aggressive PF Category Placement Canadian Neutral Balanced Fund Sun Life Granite Balanced PF Category Placement Canadian Neutral Balanced Fund Sun Life Granite Conservative PF Category Placement Canadian Neutral Balanced Fund Sun Life Granite Growth PF Category Placement Canadian Neutral Balanced Fund Sun Life Granite Moderate PF Category Placement Canadian Neutral Balanced Fund Sun Life Granite Retirement PF Category Placement Canadian Fixed Income Balanced Fund Sun Life Managed Enhanced Income Port Category Placement Global Neutral Balanced Fund Sun Life Managed Income Portfolio Category Placement Global Neutral Balanced Fund Sun Life Sentry Value Fund Category Placement Canadian Focused Equity Fund Walton U S Income Category Placement Miscellaneous Other 2012 Dec Results of New Fund Reviews Dec 20 2012 Fund ASTRA Tradewinds US Equity Category Placement U S Equity Fund First Asset CanBanc 8 Income Corp Category Placement Financial Services Equity Fund Globevest Capital Balanced Fund Category Placement Alternative Strategies Fund Harvest Sustainable Income Fund Category Placement Canadian Equity Fund Harvest Sustainable Income Sr R Category Placement Canadian Equity Fund IA Canadian Eqty Low Volatility TD PF Category Placement Canadian Equity Fund IA Global Eqty Low Volatil ACWI TD PF Category Placement Global Equity Fund IA Global Equity Idx ACWI BlackRock PF Category Placement Global Equity Fund Invesco Balanced Risk Allocation Pool Category Placement Miscellaneous Other Fund iShares Silver Bullion Fund CAD Hedged Category Placement Miscellaneous Commodity Fund iShares Silver Bullion Fund Non Hedged Category Placement Miscellaneous Commodity Fund LL BlackRock LifePath 2050 Category Placement 2025 Target Date Portfolio Fund LL Cadence 2055 Category Placement 2025 Target Date Portfolio Fund LL ClearPath 2050 Fidelity Category Placement 2025 Target Date Portfolio Fund LL ClearPath 2055 Fidelity Category Placement 2025 Target Date Portfolio Fund LL Continuum 2055 Category Placement 2025 Target Date Portfolio Fund Man GLG EM Income Fund Category Placement Alternative Strategies Fund Man GLG Income Opportunities Fund Category Placement Alternative Strategies Fund Russell Focused Canadian Equity Pool Category Placement Canadian Equity Fund Russell Global Infrastructure Pool Category Placement Global Equity Fund Russell Global Real Estate Pool Category Placement Real Estate Equity Fund Russell Real Asset Portfolio Category Placement Miscellaneous Income Real Property Fund Scotia Private Real Estate Income Pool Category Placement Real Estate Equity Fund Scotia Selected Income Portfolio Category Placement Canadian Fixed Income Balanced Fund Scotia U S Dividend Fund Category Placement U S Equity Fund Scotia U S Equity Blend Class Category Placement U S Equity Fund Standard Life S2 Ideal Short Term Bond 75 Category Placement Canadian Short Term Fixed Income Fund Standard Life S2 Ideal Tactical Income 7575 Category Placement Tactical Balanced Fund Walton CA Highland Falls Category Placement Miscellaneous Other Fund Walton Edgemont Development Corporation Category Placement Miscellaneous Other Fund Walton U S Dollar Income 1 Corporation Category Placement Miscellaneous Other Fund Walton Westphalia Development Corporation Category Placement Miscellaneous Other Fund Walton Yellowhead Development Corporation Category Placement Miscellaneous Other Nov Results of New Fund Reviews Nov 22 2012 Fund Addenda EAFE Equity Pooled Category Placement International Equity Fund Addenda Global Equity Pooled Category Placement Global Equity Fund ASTRA Guardian Canadian Dividend Equity Category Placement Canadian Dividend Income Equity Fund Batirente Diversified Energetic Category Placement Global Neutral Balanced Fund Batirente Diversified Income Category Placement Global Fixed Income Balanced Fund BlueBay Global Convertible Bond Fund Series A Category Placement High Yield Fixed Income Fund BMO S P 500 ETF Category Placement U S Equity Fund BMO S P TSX EW Global Gold Index ETF Category Placement Precious Metals Equity Fund BMO S P TSX EW Industrials Index ETF Category Placement Miscelaneous Sector Equity Fund BMO S P TSX Laddered Preferred Share ETF Category Placement Canadian Dividend Income Equity Fund DFS AlphaFixe Bond Fund Category Placement Canadian Fixed Income Fund DFS Invesco Balanced Risk Allocation Fund Category Placement Miscellaneous Other Fund DFS Lazard U S Strategic Equity Fund Category Placement U S Equity Fund Fidelity Tactical Fixed Income Capital Yield Fd A Category Placement Canadian Fixed Income Fund Lincluden Bond Pooled Category Placement Canadian Fixed Income Fund Middlefield CAN GLOBAL REIT Income Fund Category Placement Real Estate Equity Fund PH N Monthly Income Class Ser A Category Placement Canadian Neutral Balanced Fund Propel North American REIT Income Fund Category Placement Real Estate Equity Fund RBC Bond Capital Class Ser A Category Placement Canadian Fixed Income Fund RBC QUBE Low Volatility Canadian Equity Fd Ser A Category Placement Canadian Equity Fund RBC QUBE Low Volatility Global Equity Fd Ser A Category Placement Global Equity Fund RBC QUBE Low Volatility U S Equity Fd Ser A Category Placement U S Equity Fund RBC Select Aggressive Growth Class Ser A Category Placement Global Equity Fund RBC Select Balanced Class Ser A Category Placement Global Neutral Balanced Fund RBC Select Conservative Class Ser A Category Placement Global Neutral Balanced Fund RBC Select Growth Class Ser A Category Placement Global Equity Balanced Fund RBC Select Very Conservative Class Ser A Category Placement Canadian Fixed Income Balanced Fund RBC U S Dividend Class Ser A Category Placement U S Equity Oct Results of New Fund Reviews Oct 25 2012 Fund Analytic Global Low Volatility Equity Category Placement Global Equity Fund Barometer High Income Cayman Fund Category Placement Alternative Strategies Fund DFS GIF International Equity Growth Category Placement International Equity Fund Fidelity U S Dividend Currency Neutral Fund Category Placement U S Equity Fund Fidelity U S Dividend Fund Category Placement U S Equity Fund Fidelity U S Monthly Income Capital Yield Fund Category Placement U S Equity Fund Fidelity U S Monthly Income Fund Category Placement U S Equity Fund Frk US Rising Dividends Hedged CC Category Placement U S Equity Fund GFM Dividend Income Fund Category Placement Alternative Strategies Fund Glovista Emerging Markets Equity Category Placement Emerging Market Equity Fund Horizons Active Cdn Bond ETF HAD Category Placement Canadian Fixed Income Fund Horizons Active Emerging markets Div ETF HAJ Category Placement Emerging Markets Equity Fund IA Ecoflex Tactical Income Aston Hill Category Placement Tactical Balanced Fund Mac Global Tactical Fund Category Placement Tactical Balanced Fund Mac Symmetry Conservative Income Port Category Placement Canadian Fixed Income Balanced Fund Manulife Balanced Equity Private Pool Category Placement Canadian Equity Balanced Fund Manulife Balanced Income Private Pool Category Placement Canadian Fixed Income Balanced Fund Manulife Balanced Private Pool Category Placement Canadian Equity Balanced Fund Manulife Canadian Fixed Income Private Trust Category Placement Canadian Fixed Income Fund Manulife Corporate Fixed Income Private Trust Category Placement Canadian Fixed Income Fund PH N Institutional Short Term Income Fund Category Placement Canadian Money Market Fund Picton Mahoney Premium Fund Category Placement Global Small Mid Cap Equity Fund Portland Advantage Fund Category Placement Canadian Focused Equity Fund Portland Canadian Balanced Fund Category Placement Canadian Equity Balanced Fund Portland Canadian Focused Fund Category Placement Canadian Focused Equity Fund Portland Global Income Fund Category Placement Global Equity Balanced Fund Principal Cdn Fixed Income Plus Category Placement Canadian Fixed Income Fund Roundtable Canadian Offshore Hedge Fund Category Placement Alternative Strategies Fund Roundtable Energy Income Fund USD Category Placement Natural Resources Equity Fund Roundtable Enhanced Equity Fund USD Category Placement Canadian Dividend Income Equity Fund Transamerica Canadian Large Cap Index GIF TIP Category Placement Canadian Equity Fund Transamerica Global Growth GIF TIP Category Placement Global Equity Fund Transamerica U S Equity Index GIF TIP Category Placement U S Equity Fund Vanguard Canadian Short Term Corp Bond Index ETF Category Placement Canadian Short Term Fixed Income Fund Vanguard FTSE Canadian Capped REIT Index ETF Category Placement Real Estate Equity Fund Vanguard FTSE Cdn High Dividend Yield Index ETF Category Placement Canadian Dividend Income Equity Fund Vanguard S P 500 Index ETF Category Placement U S Equity Fund Vision Opportunity Fund LP II Category Placement Real Estate Equity Fund VPI Mortgage Pool Category Placement Canadian Short Term Fixed Income Fund Wellington Canada Universe Bond Plus Category Placement Canadian Fixed Income Sep Results of New Fund Reviews Sep 27 2012 Fund AGF Emerging Markets Pooled Category Placement Emerging Markets Equity Fund AGF Global Core Equity Pooled Category Placement Global Equity Fund Anchor Managed Defensive Income Fd Category Placement Canadian Neutral Balanced Fund Anchor Managed Dividend Growth Fd Category Placement Canadian Dividend Income Equity Fund Anchor Managed High Income Fund Category Placement Canadian Dividend Income Equity Fund Artio Global Equity Canada Category Placement Global Equity Fund Artio International Equity II Canada Category Placement International Equity Fund BlackRock CDN Glbl Dev Real Est Idx Cl D Category Placement Real Estate Equity Fund BlackRock CDN Glbl Infras Eq Idx Cl D Category Placement Global Equity Fund BlackRock CDN LifePath 2050 Index Category Placement 2025 Target Date Portfolio Fund BMG Gold Advantage Return Bullion Fund Category Placement Miscellaneous Commodity Fund CC L Small Cap Market Neutral Fund Category Placement Alternative Strategies Fund Desjardins Fin l Baillie Gifford Glbl Eq Category Placement Global Equity Fund DFA Global 80EQ 20FI Portfolio Category Placement Global Equity Balanced Fund DFS BlackRock Global Infrastructure Index Fund Category Placement Global Equity Fund First Asset Morningstar Canada Liquid Bond Idx Category Placement Canadian Fixed Income Fund First Asset Morningstar Emerging Mkt Comp Bd Category Placement High Yield Fixed Income Fund Front Street DCA Special Opportunities Class Category Placement Miscellaneous Other Fund Highstreet Focused Canadian Equity Category Placement Canadian Equity Fund Horizons Enhanced US Equity Inc ETF Comm Category Placement U S Equity Fund iShares DEX HYBrid Bond Index Category Placement High Yield Fixed Income Fund MFS International Equity Canada Category Placement International Equity Fund RBC Target 2021 Corporate Bond ETF Category Placement Canadian Fixed Income Fund Sentry Bond Plus Fund Category Placement Canadian Fixed Income Fund Sentry Enhanced Corporate Bond Capital Yield Class Category Placement High Yield Fixed Income Fund Standard Life Balanced Index Port SLI Category Placement Global Neutral Balanced Fund Standard Life Growth Index Port SLI Category Placement Global Equity Balanced Fund Standard Life Income Index Port SLI Category Placement Canadian Fixed Income Balanced Fund Standard Life Retirement Category Placement Canadian Fixed Income Balanced Fund TD Canadian Low Volatility Class I Category Placement Canadian Equity Fund TD Fixed Income Capital Yield Pool Cl A Category Placement Global Fixed Income Fund TD Global High Yield Capital Class A Category Placement High Yield Fixed Income Fund TD Strategic Yield I Category Placement Global Neutral Balanced Fund TD Tactical Monthly Income A Category Placement Tactical Balanced Aug Results of New Fund Reviews Aug 23 2012 Fund Aston Hill Shareholder Yield Fund Category Placement Global Fixed Income Balanced Fund BlackRock CDN Long Bond Index Cl A Category Placement Canadian Long Term Fixed Income Fund BlackRock CDN MSCI EAFE Index Class A Category Placement International Equity Fund BlackRock CDN Real Return Bond Idx Cl A Category Placement Canadian Inflation Protected Fixed Income Fund BlackRock CDN US Equity Idx Hdg Non Tax Category Placement U S Equity Fund BMO Canadian Large Cap Equity Fund Category Placement Canadian Equity Fund Bristol Gate US Dividend Growth Category Placement U S Equity Fund Cumberland Capital Appreciation Category Placement Canadian Equity Balanced Fund Cumberland Income Category Placement Canadian Fixed Income Fund Cumberland International Category Placement International Equity Fund Cumberland Opportunities Category Placement Canadian Focused Small Mid Cap Equity Fund iShares MSCI ACWI Minimum Volatility Index Fund Category Placement Global Equity Fund iShares MSCI Canada Minimum Volatility Index Fund Category Placement Canadian Equity Fund iShares MSCI EAFE Minimum Volatility Index Fund Category Placement International Equity Fund iShares MSCI Emerging Mkts Minimum Volatility Idx Category Placement Emerging Markets Equity Fund iShares MSCI USA Minimum Volatility Index Fund Category Placement U S Equity Fund iShares US High Div Equity Index Fund CADHedged Category Placement U S Equity Fund PowerShares Tactical Bond ETF Category Placement Canadian Fixed Income Fund Principal US Value Equity Category Placement U S Equity Fund Sprott Flatiron Yield Trust Category Placement Alternative Strategies Jul Results of New Fund Reviews July 26 2012 Fund Brandes Global Opportunities Fund Category Placement Global Equity Fund Counsel Global Dividend Series Category Placement Global Equity Fund Counsel High Yield Fixed Income Series Category Placement High Yield Fixed Income Fund Counsel Managed High Yield Portfolio Series Category Placement Tactical Balanced Fund First Asset DEX All Canada Bond Barbell Idx Common Category Placement Canadian Fixed Income Fund First Asset DEX Corporate Bond Barbell Common Category Placement Canadian Fixed Income Fund First Asset DEX Government Bond Barbell Idx Com Category Placement Canadian Fixed Income Fund First Trust Global Balanced Portfolio Category Placement Global Equity Balanced Fund First Trust U S Dividend Portfolio Category Placement U S Equity Fund Lysander Corporate Value Bond Fund Category Placement Canadian Fixed Income Fund Northwest Macro Canadian Asset Allocation Fund Category Placement Tactical Balanced Fund Northwest Macro Canadian Equity Category Placement Canadian Focused Equity Fund Polar Investment CAMBay Select Class Category Placement Alternative Strategies Fund Provisus Balanced Corporate Class O Category Placement Canadian Equity Balanced Fund Provisus Canadian Equity Corporate Cl O Category Placement Canadian equity Fund Provisus Global Equity Corporate Class O Category Placement Global Equity Fund Provisus International Equity Corp Cl O Category Placement International Equity Fund Provisus North American Equity Corp Cl O Category Placement North American Equity Fund Provisus Total Equity Corporate Class O Category Placement Global Equity Fund Provisus US Equity Corporate Class O Category Placement U S Equity Fund Quadrus GLC Growth and Income Corporate Class Category Placement Global Neutral Balanced Fund Russell Short Term Income Pool Category Placement Canadian Short Term Fixed Income Jun Results of New Fund Reviews June 28 2012 Fund Aston Hill Opportunities Fund Category Placement North American Equity Fund BMO GDN Dividend Fund Advisor Series Category Placement Canadian Dividend Income Equity Fund BMO GDN World Bond Fund Category Placement Global Fixed Income Fund CC L Core Income and Growth Fund Category Placement Tactical Balanced Fund CC L Equity Income and Growth Fund Category Placement Canadian Dividend Income Equity Fund CC L High Yield Bond Fund Category Placement High Yield Fixed Income Fund DWIC Canadian Value Strategy Category Placement Canadian Focused Equity Fund DWIC Core Equity Strategy Category Placement Canadian Focused Equity Fund DWIC Diversified Bond Strategy Category Placement Canadian Fixed Income Fund DWIC Equity Income Strategy Category Placement Canadian Focused Equity Fund DWIC Global Value Strategy Category Placement Global Equity Fund DWIC Growth Strategy Category Placement North American Equity Fund Exemplar Timber Fund Category Placement Miscellaneous Sector Equity Fund Exemplar Yield Fund Category Placement Canadian Equity Balanced Fund First Asset Cdn Convertible Bond Fund ETF Category Placement High Yield Fixed Income Fund First Asset JFT Strategies Fund Category Placement Deffered Fund Harvest Canadian Income Growth Fund Category Placement Canadian Equity Fund Horizons Universa Canadian Black Swan ETF HUT Category Placement Canadian Equity Fund Horizons Universa US Black Swan ETF Comm Category Placement U S Equity Fund Humber Global Opportunity Fund Category Placement Alternative Strategies Fund IA Clarington Focused Balanced Fund Category Placement Canadian Neutral Balance Fund IA Clarington Focused Canadian Equity Category Placement Canadian Equity Fund Landry Morin Canadian Dividend Plus Fund Category Placement Canadian Dividend Income Equity Fund Mawer International Equity Pooled Fund Category Placement International Equity Fund NexGen Corporate Bond Registered Category Placement Global Fixed Income Fund RBC Target 2030 Education Fund Category Placement 2025 Target Date Portfolio Fund Scotia Cdn Corporate Bond Cap Yld Cl M Category Placement Canadian Fixed Income Fund Scotia Conserv Govt Bond Capital Yield Category Placement Canadian Fixed Income Fund Scotia Short Term Yield Cl Ser M Category Placement Canadian Short Term Fixed Income Fund SEI Short Term Investment Fund Category Placement Defered Fund Sentry Global Dividend Fund Category Placement Global Equity Fund Sentry US Growth and Income Class Category Placement Global Equity Fund SSgA Active Canadian Long Term Bond Category Placement Canadian Long Term Fixed Income Fund SSgA Active Emerging Markets Select Strategy Category Placement Emerging Market Equity Fund SSgA Canadian Dynamic Equity Category Placement Canadian Equity Fund SSgA S P 500 Index Hedged to CAD Category Placement U S Equity Fund Standard Life High Yield Bond Fund Category Placement High Yield Fixed Income Fund Standard Life Short Term Bond Fund Category Placement Canadian Short Term Fixed Income May Results of New Fund Reviews May 24 2012 Fund AGF Inflation Focus Fund Category Placement Global Neutral Balanced Fund AGF Monthly High Income Class Category Placement Canadian Equity Balanced Fund Aurion Capital Canadian Bond Category Placement Canadian Fixed Income Fund Aurion Capital Canadian Equity Category Placement Canadian Equity Fund BlackRock CDN LifePath 2015 Index Fund Category Placement 2015 Target Date Portfolio Fund BlackRock CDN LifePath 2020 Index Fund Category Placement 2020 Target Date Portfolio Fund BlackRock CDN LifePath 2025 Index Fund Category Placement 2025 Target Date Portfolio Fund BlackRock CDN LifePath 2030 Index Fund Category Placement 2025 Target Date Portfolio Fund BlackRock CDN LifePath 2035 Index Fund Category Placement 2025 Target Date Portfolio Fund BlackRock CDN LifePath 2040 Index Fund Category Placement 2025 Target Date Portfolio Fund BlackRock CDN LifePath 2045 Index Fund Category Placement 2025 Target Date Portfolio Fund Fidelity Concentrated Value Private Pool Category Placement Canadian Equity Fund Fidelity Premium Tactical Fixed Income CapYld B C Category Placement Canadian Fixed Income Fund Fidelity Tactical Fixed Income Fund Series A C Category Placement Canadian Fixed Income Fund JC Clark Focused Opportunities A Category Placement Alternative Strategies Fund Lincluden Income Plus Pooled Category Placement Canadian Neutral Balanced Fund Manulife GIF Select Diversified Income Pt Category Placement Canadian Neutral Balanced Fund MD Precision Balanced Income Portfolio Category Placement Canadian Neutral Balanced Fund MD Precision Moderate Growth Portfolio Category Placement Global Neutral Balanced Fund Natcan Canadian Dividend Cap Apprec Category Placement Canadian Dividend Income Equity Fund Propel Strategic Income Allocation Fund Category Placement Global Fixed Income Apr Results of New Fund Reviews Apr 26 2012 Fund AGF Equity Income Focus Fund Category Placement Global Neutral Balanced Fund AGF Income Focus Fund C Category Placement Canadian Fixed Income Balanced Fund BMO Asian Growth Income Fund Category Placement Asia Pacific ex Japan Equity Fund BMO Enhanced Equity Income Fund Category Placement Canadian Equity Fund BMO Global Small Cap Fund Category Placement Global Small Mid Cap Equity Fund BMO Laddered Corporate Bond Fund Category Placement Canadian Fixed Income Fund BMO Quantamental Canadian Large Cap Growth Fund Category Placement Canadian Equity Fund BMO Target Enhanced Yield ETF Portfolio Category Placement Tactical Balanced Fund BMO Target Yield ETF Portfolio Category Placement Canadian Fixed Income Fund CDSPI Canadian Equity Corp Cl CI Category Placement Canadian Equity Fund CDSPI Global Real Estate Invesco Category Placement Real Estate Equity Fund CDSPI Short Term Advantage Corp Cl CI Category Placement Canadian Synthetic Money Market Fund Dynamic Power Managed Growth Class Category Placement Canadian Focused Equity Fund Guardian Private Wealth Bond Fund Category Placement Canadian Fixed Income Fund HBP S P 500 VIX ST Futures Inverse ETF HVI Category Placement Alternative Strategies Fund Horizons Morningstar Hedge Fund Index ETF HHF Category Placement Alternative Strategies Fund Norrep MG Opportunity Class Category Placement Tactical Balanced Fund O Leary Emerging Markets Yield Fund Category Placement Global Neutral Balanced Fund PowerShares S P 500 High Beta CAD Hedged UHB Category Placement U S Equity Fund PowerShares S P 500 Low Volat CAD Hg ETF Category Placement U S Equity Fund PowerShares S P TSX Composite High Beta Index ETF THB Category Placement Canadian Equity Fund PowerShares S P TSX Composite Low Volatility TLV Category Placement Canadian Equity Fund Scotia Private Canadian Preferred Share Pool Category Placement Canadian Dividend Income Equity Fund SEI Global Managed Volatility Fund Category Placement Global Equity Fund Sprott Enhanced Balanced Fund Category Placement Canadian Equity Balanced Fund Sprott Enhanced Equity Class Category Placement Canadian Focused Equity Mar Results of New Fund Reviews Mar 23 2012 Fund AGF Floating Rate Income Fund Category Placement Miscellaneous Income and Real Property Fund Capital International Emerging Mkts Total Opp Category Placement Global Neutral Balanced Fund CI Signature High Yield Bond Trust Category Placement High Yield Fixed Income Fund Highstreet Global Equity Fund Category Placement Alternative Strategies Fund Horizons Auspice Managed Futures Index ETF Category Placement Alternative Strategies Fund Horizons Crude Oil Yield ETF HOY Category Placement Miscellaneous Commodity Fund Horizons Diversified Commodity Yield ETF HCY Category Placement Miscellaneous Commodity Fund Horizons Natural Gas Yield ETF HNY Category Placement Miscellaneous Commodity Fund Horizons S P TSX 60 130 30 ETF Adv Category Placement Alternative Strategies Fund Horizons Silver Yield ETF HZY Category Placement Miscellaneous Commodity Fund Invesco Intactive Strat Yld Port Category Placement Global Fixed Income Balanced Fund Manulife Canadian Equity Balanced Fund Category Placement Canadian Equity Balanced Fund Manulife Corporate Bond Class Category Placement High Yield Fixed Income Fund Manulife Dividend Income Fund Category Placement Canadian Dividend Income Equity Fund Manulife Strategic Balanced Yield Fund Category Placement Global Neutral Balanced Fund Marquis Balanced Class Portfolio Series Category Placement Global Neutral Balanced Fund Propel Diversified Alpha Fund II Category Placement Alternative Strategies Fund SunWise Ess Cambridge Cdn Asset Allocat Fd PIM Inv Category Placement Tactical Balanced Fund SunWise Ess Cambridge Cdn Equity Bundle PIM Inv Category Placement Canadian Equity Balanced Fund SunWise Ess CI Global Bundle PIM Investment Class Category Placement Global Equity Balanced Fund SunWise Ess Harbour Bundle PIM Investment Cl Category Placement Canadian Equity Balanced Fund SunWise Ess Harbour Foreign Equity Fd PIM Inv Cl Category Placement Global Equity Balanced Fund SunWise Ess Port Ser Conservative Bal Fd PIM Inv Category Placement Global Neutral Balanced Fund SunWise Ess Portfolio Ser Balanced Gwth Fd PIM Inv Category Placement Global Equity Balanced Fund SunWise Ess Portfolio Ser Growth Fd PIM Inv Category Placement Global Equity Balanced Fund SunWise Ess Portfolio Ser Maximum Gwth Fd PIM Inv Category Placement Global Equity Fund SunWise Ess Portfolio Series Balanced Fund PIM Inv Category Placement Global Equity Balanced Fund SunWise Ess Signature Diversified Yield Fd PIM Inv Category Placement Global Neutral Balanced Fund SunWise Ess Signature Dividend Bundle PIM Inv Cl Category Placement Canadian Equity Balanced Fund SunWise Ess Signature Gb Income Growth Fd PIM Iv Category Placement Global Neutral Balanced Fund SunWise Ess Signature High Income Fd PIM Inv Category Placement Global Neutral Balanced Fund SunWise Ess Signature Income Growth Fd PIM Inv Category Placement Global Neutral Balanced Fund SunWise Ess Signature Select Cdn Bundle PIM Inv Category Placement Canadian Equity Balanced Fund SunWise Ess Synergy Canadian Bundle PIM Inv Category Placement Canadian Equity Balanced Feb Results of New Fund Reviews Feb 23 2012 Fund Caldwell Canadian Value Momentum Category Placement Canadian Equity Fund Claymore Managed Futures ETF Category Placement Alternative Strategies Fund Desjardins Fin l TOBAM Anti Bench Wld Eq Category Placement Global Equity Fund DynamicEdge Conservative Portfolio Category Placement Canadian Equity Balanced Fund DynamicEdge Defensive Portfolio Category Placement Canadian Fixed Income Balanced Fund Horizons High Yield Bond ETF HYI Category Placement High Yield Fixed Income Fund Horizons U S Floating Rate Bond ETF HUF U Category Placement Miscellaneous Income Real Property Fund IA Canadian Focused Equity Pyramis Category Placement Canadian Equity Fund Perennial Equity Portfolio Category Placement North American Equity Fund Perennial Fixed Income Portfolio Category Placement Canadian Fixed Income Fund RBC US Mid Cap Value Equity A Category Placement U S Small Mid Cap Equity Fund RBC US Small Cap Core Equity A Category Placement U S Small Mid Cap Equity Fund Sentry Conserv Bal Income Class Category Placement Canadian Neutral Balanced Fund Sprott Silver Equities Class Category Placement Precious Metals Equity Fund Steadyhand Founders Fund Category Placement Tactical Balanced Fund XTF Morningstar CAD DIV 30 ETF Category Placement Canadian Dividend Income Equity Fund XTF Morningstar Canada Momentum Index ETF Common Category Placement Canadian Equity Fund XTF Morningstar Canada Value Index ETF Common Category Placement Canadian Equity Fund XTF Morningstar Nat Bank Quebec Index ETF Common Category Placement Canadian Equity Fund XTF Morningstar US Divid Target 50 Idx ETF Common Category Placement US Equity Jan Results of New Fund Reviews Jan 26 2012 Fund ASTRA Sprott Fiera Sceptre Canadian Balanced Category Placement Canadian Equity Balanced Fund Bissett Strategic Income Fund Category Placement Canadian Neutral Balanced Fund BlueBay Emerging Markets Corporate Bond Category Placement High Yield Fixed Income Fund Canoe GO CANADA Bond Advantage Fund Category Placement Canadian Fixed Income Fund Canoe GO CANADA Capital Appreciation Category Placement Canadian Focused Small Mid Cap Equity Fund Canoe GO CANADA Energy Income Class Category Placement Canadian Equity Balanced Fund Canoe GO CANADA Enhanced Income Fund Category Placement Canadian Fixed Income Balanced Fund Canoe GO CANADA Equity Income Class Category Placement Canadian Equity Balanced Fund CI Cambridge Income Category Placement Global Fixed Income Fund CI Signature High Yield Bond Category Placement High Yield Fixed Income Fund Empire Life Canadian Equity A Category Placement Canadian Equity Fund Empire Life Dividend Growth A Category Placement Canadian Dividend Income Equity Fund Empire Life Emblem Aggressive Gr Port A Category Placement Canadian Equity Fund Empire Life Emblem Balanced Portfolio A Category Placement Canadian Neutral Balanced Fund Empire Life Emblem Conservative Port A Category Placement Canadian Fixed Income Balanced Fund Empire Life Emblem Growth Portfolio A Category Placement Canadian Equity Balanced Fund Empire Life Emblem Moderate Gr Port A Category Placement Canadian Equity Balanced Fund Empire Life Money Market Mutual Fund Category Placement Canadian Money Market Fund Empire Life Monthly Income A Category Placement Canadian Neutral Balanced Fund Empire Life Small Cap Equity A Category Placement Canadian Small Mid Cap Equity Fund Fidelity Asset Allocation CN PP B Category Placement Global Equity Balanced Fund Fidelity Asset Allocation PP B Category Placement Global Equity Balanced Fund Fiera Sceptre Balanced Core Category Placement Global Neutral Balanced Fund Galileo Grizzly Fund Category Placement Alternative Strategies Fund Galileo Partners Fund Category Placement Alternative Strategies Fund Garrison Hill Fund Class A Category Placement Alternative Strategies Fund Hexavest ACWI Category Placement Global Equity Fund IA SRP Global Equity Radin Category Placement Global Equity Fund IA SRP Global Equity Radin Hybrid 75 25 Category Placement Global Equity Balanced Fund IA SRP Real Return Bond Category Placement Canadian Inflation Protected Fixed Income Fund IA SRP Strategic Corporate Bond Category Placement High Yield Fixed Income Fund IA SRP Strategic Income Category Placement Canadian Neutral Balanced Fund Integra Diversified Private Trust PF Category Placement Global Neutral Balanced Fund Integra Gr Inc Diversified Private Tr Category Placement Tactical Balanced Fund Integra Lincluden Private Trust Category Placement Global Neutral Balanced Fund Lester Canadian Equity Fund Category Placement Canadian Equity Fund Mac Symmetry One Reg Ultra Conservative Category Placement Global Fixed Income Balanced Fund Mac Symmetry One Ultra Conservative Category Placement Global Fixed Income Balanced Fund Maritime Life Elite Port Monthly High Income Seg Category Placement Canadian Neutral Balanced Fund Maritime Life Elite Port Simplicity Aggressive Pt Category Placement Canadian Focused Equity Fund Maritime Life Elite Portfolio Bond Segregated Fund Category Placement Canadian Fixed Income Fund Maritime Life Elite Portfolio Money Segregated Fd Category Placement Canadian Money Market Fund Maritime Life Triflex Bond Fund Category Placement Canadian Fixed Income Fund O Leary Canadian Diversified Income Fund ODI Category Placement Canadian Dividend Income Equity Fund PowerShares S P 500 Low Volatility ULV Category Placement U S Equity Fund PowerShares Senior Loan CAD Hdg Index ETF BKL Category Placement Miscellaneous Income Real Property Fund PRO Fundamental Balanced Index Fund Category Placement Canadian Equity Balanced Fund PRO Fundamental Bond Index Fund Category Placement Canadian Fixed Income Fund PS FTSE RAFI Canadian ETF Category Placement Canadian Equity Fund PS FTSE RAFI US CAD Hedged ETF Category Placement U S Equity Fund Russell Global High Income Bd Pool Ser A Category Placement High Yield Fixed Income Fund Russell LifePoints BalInc Cl Pt B Category Placement Global Fixed Income Balanced Fund Russell LifePoints Conservative Income Category Placement Canadian Fixed Income Balanced Fund Russell LifePoints Fixed Income Portfolio Category Placement Canadian Fixed Income Fund Scotia Private Cdn Preferred Share Pool Category Placement Canadian Dividend Income Equity Fund Scotia Private US Dividend Pool Category Placement US Equity Fund Sun Life Managed Balanced Growth Portfolio Category Placement Global Equity Balanced Fund Sun Life Managed Balanced Portfolio Category Placement Global Neutral Balanced Fund Sun Life Managed Conservative Portfolio Category Placement Global Fixed Income Balanced Fund Sun Life Managed Growth Portfolio Category Placement Global Equity Balanced Fund Sun Life Managed Moderate Portfolio Category Placement Global Neutral Balanced Fund TD Advantage Aggressive Growth Pt Category Placement Global Equity Fund Working Opportunity Fund Commercialization 12 Category Placement Retail Venture Capital 2011 Dec Results of New Fund Reviews Dec 15 2011 Fund BMO Advantage YIELD 5Yr Series 15 Category Placement Miscellaneous Other Fund BMO Asset Management Balanced Fund Category Placement Canadian Equity Balanced Fund Canoe GO CANADA Income Fund Category Placement Canadian Equity Balanced Fund Claymore Managed Futures ETF Category Placement Alternative Strategies Fund Dynamic Dividend Advantage Class Category Placement Canadian Dividend Income Equity Fund Dynamic Strategic Resources Class Category Placement Natural Resources Equity Fund Fidelity Asset Allocation Currency Neutral Category Placement Canadian Equity Balanced Fund Fidelity Asset Allocation Private Pool Category Placement Canadian Equity Balanced Fund Fidelity Emerging Markets Debt Investment Trust Category Placement High Yield Fixed Income Fund Fidelity High Inc Commercial Real Est Inv Trust Category Placement Real Estate Equity Fund Greystone EAFE Growth Category Placement International Equity Fund Greystone Global Income Growth Category Placement Global Equity Fund Greystone International Equity Category Placement International Equity Fund Greystone International Income Growth Category Placement International Equity Fund IA Canadian Equity Beutel Goodman PF Category Placement Canadian Equity Fund IA Canadian Equity Index TD PF Category Placement Canadian Equity Fund IA Canadian Equity Q 120 20 CC L PF Category Placement Alternative Strategies Fund IA Emerging Markets Templeton PF Category Placement Emerging Markets Equity Fund IA Global Equity Sprucegrove PF Category Placement Global Equity Fund IA Global Equity PF Category Placement Global Equity Fund IA Global Infrastructure Lazard Category Placement Global Equity Fund IA International Equity Sprucegrove PF Category Placement International Equity Fund IA International Equity PF Category Placement International Equity Fund IA US Equity Sprucegrove PF Category Placement U S Equity Fund IA US Equity Index BlackRock PF Category Placement U S Equity Fund IG Putnam US Growth A Category Placement U S Equity Fund ING DIRECT Streetwise Equity Growth Fund Category Placement Global Equity Fund Investors Core Canadian Equity A Category Placement Canadian Equity Fund Investors Core US Equity A Category Placement U S Equity Fund iShares DEX Floating Rate Note Index Fund Category Placement Miscellaneous Income Real Property Fund Manulife Long Term Bond Fund Category Placement Canadian Long Term Fixed Income Fund Maple Leaf Resource Class Category Placement Natural Resource Equity Fund Stone 2011 Flow Through LP Category Placement Miscellaneous Other Fund TD Comfort Conservative Income Portfolio Category Placement Canadian Fixed Income Balanced Fund TD Global Low Volatility A Category Placement Global Equity Fund Topaz Multi Strategy Fund Category Placement Alternative Strategies Fund UBS Canada Cash in Action Category Placement Canadian Short Term Fixed Income Nov Results of New Fund Reviews Nov 24 2011 Fund Aston Hill Global Convertible Bond Fund Category Placement High Yield Fixed Income Fund BMO LifeStage 2017 Class Category Placement 2020 Target Date Portfolio Fund BMO LifeStarge 2020 Class Category Placement 2020 Target Date Portfolio Fund BMO LifeStage 2025 Class Category Placement 2025 Target Date Portfolio Fund BMO LifeStage 2030 Class Category Placement 2025 Target Date Portfolio Fund BMO LifeStage 2035 Class Category Placement 2025 Target Date Portfolio Fund BMO LifeStage 2040 Class Category Placement 2025 Target Date Portfolio Fund Canoe GO CANADA Energy and Oil Sands Trust Category Placement Natural Resources Equity Fund Canoe GO CANADA Enervest Diversified Income Trust Category Placement Canadian Equity Fund Canoe GO CANADA Strategic Resources Income Fund Category Placement Natural Resources Equity Fund Chorus II Balanced Growth Portfolio Category Placement Global Neutral Balanced Fund Chorus II Balanced Income Portfolio Category Placement Canadian Fixed Income Balanced Fund Chorus II Conservative Portfolio Category Placement Canadian Fixed Income Balanced Fund Chorus II Growth Portfolio Category Placement Global neutral Balanced Fund Chorus II High Growth Portfolio Category Placement Global Equity Balanced Fund Chorus II Maximum Growth Portfolio Category Placement Global Equity Balanced Fund CI Cambridge Monthly Income Fund Category Placement Canadian Neutral Balanced Fund CI Signature High Yield Bond Fund Category Placement High Yield Fixed Income Fund Guardian Global Dividend Growth Equity Class Category Placement Global Equity Fund Harmony Diversified Income Pool Category Placement Canadian Equity Balanced Fund Harmony Global Fixed Income Pool Category Placement Global Fixed Income Fund Manulife PensionBuilder Category Placement Deferred Fund Matrix Covered Call Canadian Banks Plus Fund Category Placement Alternative Strategies Fund Matrix Dow Jones Canada High Dividend 50 Fund Category Placement Canadian Dividend Income Equity Fund Matrix S P TSX Cdn Dividend Aristocrats Fund Category Placement Canadian Dividend Income Equity Fund O Leary Conservative Income Fund Category Placement Canadian Fixed Income Balanced Fund Vanguard Canadian Aggregated Bond index ETF Category Placement Canadian Fixed Income Fund Vanguard Canadian Short Term Bond Index ETF Category Placement Canadian Short Term Fixed Income Fund Vanguard MSCI Canada Index ETF Category Placement Canadian Equity Fund Vanguard MSCI EAFE Index ETF CAD Hedged Category Placement International Equity Fund Vanguard MSCI Emerging Markets Index ETF Category Placement Emerging Markets Equity Fund Vanguard MSCI U S Broad market Index ETF CAD Hedged Category Placement U S Equity Fund XTF Capital Tech Giants Covered Call ETF Common Category Placement North American Equity Oct Results of New Fund Reviews Oct 27 2011 Fund Advantage Structured Fund Category Placement Retail Venture Capital Fund BMO Canadian Dividend ETF Category Placement Canadian Divided Income Equity Fund BMO Covered Call DJIA ETF Category Placement Alternative Strategies Fund BMO Covered Call Utilities ETF Category Placement Alternative Strategies Fund BMO High Beta Canadian Equity ETF Category Placement Canadian Equity Fund BMO Low Vol Canadian Equity ETF Category Placement Canadian Equity Fund Castlerock Global High Income Fund Category Placement High Yield Fixed Income Fund Claymore 1 10 Yr Laddered Corp Bond ETF Category Placement Canadian Fixed Income Fund Claymore 1 10 Yr Laddered Govt Bond ETF Category Placement Canadian Fixed Income Fund Covington Fund II Series II LSVCC Category Placement Retail Venture Capital Fund Crystal Wealth Strategic Yield Media Fund Category Placement Miscellaneous Other Fund DFA Global Balanced Class A Category Placement Global Neutral Balanced Fund DFA Global Conservative Class A Category Placement Global Fixed Income Fund DFA Global Equity Class A Category Placement Global Equity Fund Dynamic Global Asset Allocation Class Category Placement Global Equity Balanced Fund Dynamic Alternative Yield Category Placement Canadian Equity Balanced Fund Dynamic Corporate Bond Strategies Fund Category Placement Global Fixed Income Fund Dynamic Strategic Global Bond Fund Category Placement Global Fixed Income Fund Ethical Select Income Portfolio Category Placement Canadian Fixed Income Balanced Fund Excel Blue Chip Emerging Markets Fund Category Placement Global Equity Fund Fiera Sceptre Canadian

    Original URL path: http://www.cifsc.org/mutual-fund-categories/new-fund-reviews/ (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 Name This field is for validation purposes and should be left unchanged

    Original URL path: http://www.cifsc.org/mutual-fund-categories/holdings-submission/#gf_3 (2016-02-16)
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  • REQUEST A SHARE CLASS REVIEW | Canadian Investment Funds Standards Committee(CIFSC)
    Request a Classification Review Share Class To assist with a speedy accurate decision please provide a description of the intended investor for each share class according to the CIFSC Share Class definitions Share Class Name Title Company Phone Email Fund name Date Fundserv Code Current Share class Commission based Advice Fee based Advice DIY Institutional High Net Worth Fixed Distribution Requested Category Commission based Advice Fee based Advice DIY Institutional

    Original URL path: http://www.cifsc.org/share-classes/request-a-share-class-review/#gf_9 (2016-02-16)
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  • CIFSC Completes Quarter-end Reclassification Review | Canadian Investment Funds Standards Committee(CIFSC)
    ALERTS ABOUT ABOUT POLICIES AND PROCEDURES MEMBERSHIP FUND COMPANY CONTACTS CONTACT CONTACT CIFSC Completes Quarter end Reclassification Review Home Article CIFSC Completes Quarter end Reclassification Review The CIFSC has completed its quarter end reclassification review The changes are based on data up to September 30th 2015 and will be reflected in the release of October 2015 month end data To see the results of the review please click here Navigation

    Original URL path: http://www.cifsc.org/cifsc-completes-quarter-end-reclassification-review-25/ (2016-02-16)
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  • CIFSC Completes Quarter-end Reclassification Review | Canadian Investment Funds Standards Committee(CIFSC)
    ALERTS ABOUT ABOUT POLICIES AND PROCEDURES MEMBERSHIP FUND COMPANY CONTACTS CONTACT CONTACT CIFSC Completes Quarter end Reclassification Review Home Article CIFSC Completes Quarter end Reclassification Review The CIFSC has completed its quarter end reclassification review The changes are based on data up to June 30th 2015 and will be reflected in the release of July 2015 month end data To see the results of the review please click here Navigation

    Original URL path: http://www.cifsc.org/cifsc-completes-quarter-end-reclassification-review-13/ (2016-02-16)
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  • CIFSC releases new category definitions | Canadian Investment Funds Standards Committee(CIFSC)
    DEFINITIONS REQUEST A REVIEW SHARE CLASSES RECLASSIFICATION RESULTS SHARE CLASSES NEWS ALERTS ABOUT ABOUT POLICIES AND PROCEDURES MEMBERSHIP FUND COMPANY CONTACTS CONTACT CONTACT CIFSC releases new category definitions Home Article CIFSC releases new category definitions The CIFSC has updated the category definitions to reflect the new Floating Rate Loans category Please click here for the updated document Navigation HOME FUND CATEGORIES SHARE CLASSES ABOUT NEWS ALERTS CONTACT MUTUAL FUND CATEGORIES

    Original URL path: http://www.cifsc.org/cifsc-releases-new-category-definitions/ (2016-02-16)
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