Archive for September 2014

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. Aston Hill Energy Growth Class Series A BMO Global Energy Class BMO Global Energy Class – Advisor BMO Junior Gas Index ETF (ZJN) […]

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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 […]

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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). BMG BullionFund Class A BMG Gold Advantage Return BullionFund Class A BMG […]

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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. Acuity Pooled Canadian Small Cap Fund AGF Canadian Growth Equity Class […]

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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 […]

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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 […]

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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. AEGON imaxx Money Market Fund Class A AGF Canadian Money Market Fund AIC Money Market […]

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Canadian Long Term Fixed Income

Funds in the Canadian Long 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 greater than 9.0 years. In addition, these funds must invest primarily in investment-grade fixed-income securities, such that […]

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Canadian Inflation Protected Fixed Income

Funds in the Canadian Inflation Protected Fixed Income category must invest at least 90% of their fixed income holdings in inflation protected fixed-income securities denominated in Canadian dollars. In addition, these funds must invest primarily in investment-grade fixed-income securities, such that the average credit quality of the […]

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Canadian Focused Small/Mid Cap Equity

Funds in the Canadian Focused Small/Mid Cap Equity category must invest at least 50% and less than 90% of their equity holdings in securities domiciled in Canada, and their average market capitalization must be lower than the Canadian focused small/mid cap threshold. ABC Fully-Managed Fund ABC Fundamental-Value […]

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