Results of Reclassification
Select a year & month to see the results of the Classification Reviews from that meeting:
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2024
Jun
Results of Classification Reviews – June 27, 2024
| Fund: | AGF Enhanced U.S. Equity Income Fund |
| Currently: | U.S. Equity |
| Requested Category: | U.S. Dividend & Income Equity |
| CIFSC Decision: | Approved |
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| Fund: | Canadian Equity Value Corporate Class |
| Currently: | Canadian Focused Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | Canoe Premium Yield Fund |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Miscellaneous – Income and Real Property |
| CIFSC Decision: | Approved |
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| Fund: | CC&L Equity Income and Growth (SMA) |
| Currently: | Tactical Balanced |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Approved |
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| Fund: | CC&L Equity Income and Growth Plus (SMA) |
| Currently: | Global Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Approved |
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| Fund: | Global Income Allocation Corporate Class |
| Currently: | Tactical Balanced |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Global Income Allocation Pool |
| Currently: | Tactical Balanced |
| Requested Category: | Multi-Sector Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Onex Dividend Distribution Series F |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Miscellaneous – Other |
| CIFSC Decision: | Denied |
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| Fund: | Russell Investments Fixed Income Plus Pool |
| Currently: | Multi-Sector Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Denied |
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May
Results of Classification Reviews – May 22, 2024
| Fund: | Canada Life Canadian Small Cap Growth |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | Franklin International Low Volatility High Dividend Index ETF (FLVI) |
| Currently: | Global Dividend & Income Equity |
| Requested Category: | International Equity |
| CIFSC Decision: | Approved |
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| Fund: | Manulife MIM Canadian Corporate Fixed Income Fund |
| Currently: | Canadian Fixed Income |
| Requested Category: | Canadian Corporate Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | RBC O’Shaughnessy All-Canadian Equity Fund |
| Currently: | Canadian Small/Mid Cap Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | SEI Global Balanced Growth Pool |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Denied |
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| Fund: | Sun Life Tactical Fixed Income ETF Portfolio |
| Currently: | Multi-Sector Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Denied |
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Apr
Results of Classification Reviews – April 24, 2024
| Fund: | Lysander-Canso Bond Fund |
| Currently: | Canadian Short Term Fixed Income |
| Requested Category: | Global Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Beneva TD Global Dividend Equity GIF |
| Currently: | Global Equity |
| Requested Category: | Global Dividend & Income Equity |
| CIFSC Decision: | Approved |
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| Fund: | TURN8 Fixed Income Fund |
| Currently: | North American Equity |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | IPC Private Wealth Visio Balanced Growth Pool |
| Currently: | Global Equity Balanced |
| Requested Category: | Global Neutral Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Middlefield Innovation Dividend Class |
| Currently: | Global Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | Middlefield Innovation Dividend ETF (MINN) |
| Currently: | Global Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | Nymbus Sustainable Enhanced Bonds Fund |
| Currently: | Alternative Credit Focused |
| Requested Category: | Canadian Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Scotia Essentials Maximum Growth Portfolio |
| Currently: | Global Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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Mar
Results of Classification Reviews – March 27, 2024
| Fund: | AGF Global Real Assets Fund (AGLR) |
| Currently: | Global Equity |
| Requested Category: | Global Equity Balanced |
| CIFSC Decision: | Approved |
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| Fund: | Bristol Gate Concentrated Canadian Equity ETF (BGC) |
| Currently: | Canadian Dividend & Income Equity |
| Requested Category: | Canadian Equity |
| CIFSC Decision: | Approved |
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| Fund: | CI WisdomTree Canada Quality Dividend Growth Index Fund |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Dividend & Income Equity |
| CIFSC Decision: | Approved |
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| Fund: | CWB Core Equity Fund |
| Currently: | Canadian Focused Equity |
| Requested Category: | North American Equity |
| CIFSC Decision: | Approved |
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| Fund: | Mackenzie Global Dividend Fund |
| Currently: | Global Equity |
| Requested Category: | Global Equity |
| CIFSC Decision: | Approved |
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| Fund: | Nymbus Sustainable Enhanced Short-Term Bonds Fund |
| Currently: | Alternative Credit Focused |
| Requested Category: | Canadian Short Term Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | TD Cash Management ETF (TCSH) |
| Currently: | Canadian Money Market |
| Requested Category: | Canadian Short Term Fixed Income |
| CIFSC Decision: | Approved |
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| Fund: | Trez Capital Yield Trust |
| Currently: | Global Fixed Income |
| Requested Category: | Alternative Private Debt |
| CIFSC Decision: | Approved |
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| Fund: | Trez Capital Yield Trust |
| Currently: | Global Fixed Income |
| Requested Category: | Alternative Private Debt |
| CIFSC Decision: | Approved |
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Feb
Results of Classification Reviews – February 28, 2024
| Fund: | CDSPI Canadian Equity Corp Cl (CI) |
| Currently: | Canadian Equity |
| Requested Category: | Canadian Focused Equity |
| CIFSC Decision: | Approved |
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