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.
Addenda Canadian Diversified Income PFAGF Canadian Strategic Balanced Fund Series P
Assumption Life Balanced A
Assumption Life Balanced Portfolio Ser A
Assumption/Fidelity Monthly Income A
Axiom Diversified Monthly Income Portfolio Cl A
Beneva Balanced Strategy GIF Basic
Beneva Canadian Balanced (CI)
Beneva Canadian Balanced (Dynamic)
Beneva Canadian Balanced (Fidelity)
Beneva Diversified Income (Fidelity)
Beneva Universal Life Balanced Strategy
Bimcor Moderate Growth Pooled Fund
BMO Asset Allocation Fund Series A
BMO Asset Allocation GIF 75/100 Class A
BMO Canadian Income & Growth Fund Series A
BMO Canadian Income & Growth GIF 75/75 Class A
BMO Monthly Income Fund Series A
BMO Monthly Income GIF 75/100 Class A
BonaVista Balanced Fund Series O
BonaVista Private Balanced Fund Series O
CAN Bal Inc 75/75
CAN Can Neutral Bal 75/75
CAN Cor Balance 75/75
CAN Cor Mo G Pl 75/75
CAN Core Mod 75/75
CAN Fidelity Bal 75/75
CAN FT Bal Income 75/75
CAN Indexed Balanced (TDAM) Gens
CAN Mac Bal Inc 75/75
CAN Str Income III 75/75
CAN Strategic Inc IV 75/75
CAN Strategic Income 100/100
Canada Life Inc Gr Plus Gens
Canada Life Strategic Inc II Gens
Canada Life Strategic Income Fund A
Canada Life Strategic Income Fund Series Q
CC&L Group Income & Growth
CI Canadian Balanced Corporate Class A
CI Canadian Balanced Fund Class A
CI Canadian Balanced Pool Fund Series I
CI Canadian Balanced Segregated II Fund
CI Signature Premier Canadian Balance Seg Fd
CIBC Balanced Fund Class A
CIBC Balanced Index Fund Class A
CIBC Managed Monthly Income Balanced Portfolio A
CIBC Monthly Income Fund Class A
CIBC Private Wealth Canadian Core Pl F
CIBC Private Wealth North American Yield Pool FT4
Clarica MVP Balanced Fund
Clarica SF CI Canadian Balanced Fund
Clarica SF CI Premier Canadian Bal Fd
Coleman Wealth Balanced Growth Fund
Crystal Wealth ACM Income
Desjardins Quebec Balanced Fund A Class
DFS GIF - Balanced - Desjardins SocieTerra Ser 5
DFS GIF - Balanced - Series 6
DFS GIF - Canadian Balanced - CI Signature Ser 5
DFS GIF - Canadian Balanced - Fidelity Series 3
DFS GIF Canadian Balanced CI 6F
DFS GIF Canadian Income and Growth CI 6F
DynamicEdge Balanced Income Portfolio Series A
Empire Balanced Fund - A
Empire Balanced Portfolio Fund - A
Empire Life Emblem Balanced Portfolio GIF 75/100 L
Empire Life Monthly Income GIF 75/100 - L
Equitable Life Active Balanced Income Port Select
Equitable Life Bissett Monthly Inc and Grw Fd Sel
FaithLife Balanced (Laketon)
FaithLife Balanced (TDQC)
FDP Balanced Portfolio Series A
FGF Canadian Balanced Fund
FGP Canadian Balanced D-Class
Fidelity Asset Allocation Currency Neutral PvPl B
Fidelity Asset Allocation Priv Pl Trust Ser B
Fidelity Asset Allocation Private Pool Ser B
Fidelity Canadian Balanced Class Series B
Fidelity Canadian Balanced Fund Series B
Fidelity Canadian Monthly High Income ETF (FCMI)
Fidelity Canadian Monthly High Income ETF Fd B
Fidelity Monthly Income Class Series B
Fidelity Monthly Income Fund Series B
FMOQ Omnibus Fund
Forester Growth Funds - Balanced
Franklin Bissett Canadian Balanced Fund A
Franklin Bissett Monthly Income and Growth Fd A
Guardian Managed Yield Portfolio
GWL Bal Income Por NL
GWL Balanced Income 75/75
GWL Cor Mo G Pl 75/75
GWL Core Mod 75/75
GWL Fid Bal Income 75/75
GWL FT Bal Income 75/75
GWL Mac Bal Inc 75/75
GWL Strategic Inc II NL
GWL Strategic Inc III 75/75
GWL Strategic Income NL
IA Clarington Inhance Balanced SRI Portfolio A
IA Clarington Moderate Portfolio GIF A 100%
IA Clarington Strategic Income Fund Series A
IA Clarington Strategic Income GIF C
IA Clarington Tactical Income Class Series T6
IA Diploma
IA Diploma Elementary
iA Disciplined Moderate iAIM EcoflextraGS
iA Diversified SRP7575MyEd+
iA Diversified SRPOther
iA Focus Balanced SRP7575MyEd+
iA Focus Balanced SRPOther
iA Selection Balanced SRP7575MyEd+
iA Selection Balanced SRPOther
iA SRI Balanced Inhance SRP7575MyEd+
iA SRI Moderate (Inhance) Ecoflex & My Education
iA SRI Moderate Inhance Ecoflex&MyEd
iA Strategic Income SRP7575MyEd+
Ideal Fundamental Income 75
IG Mackenzie Strategic Income Fund Series C
IG Mgd Growth Portfolio - Canadian Ntrl Bal C DSC
IG/CL Income Growth GIF 75/75 A
Invesco Canadian Premier Balanced Class A
Invesco Canadian Premier Balanced Fund Series A
Invesco Diversified Yield Class Series P
IPC Monthly Income Portfolio Series A
iProfile Enhanced Mtly Inc Port – Cdn Ntrl Bal F
iShares Diversified Monthly Income ETF (XTR)
ivari Canadian Balanced 5FL GIF
ivari Cdn Bal GIF Cl 2 - GS/GS2
ivari CI Canadian Balanced GIP
ivari Fidelity Canadian Balanced 5FL GIF
J. Zechner Associates Canadian Union Partnershp Fd
La Capitale Balanced Profile (NBSI)
Leith Wheeler Diversified Pooled Ser A
Lincluden Income Plus Pooled
LL Balanced Continuum
LL Moderate Continuum
LL SRI BALANCED (MULTI MANAGER)
LON Balanced Inc 75/75
LON Cor Mo G Pl 75/75
LON Core Mod 75/75
LON Fid Bal Income 75/75
LON FT Bal Income 75/75
LON Mac Bal Inc 75/75
LON Strategic Inc III 75/75
London Life North Am Balanced
London Life Strategic Inc II
London Life Strategic Income
Mackenzie FuturePath Canadian Balanced Fund PA
Mackenzie Strategic Income Fund Series A
Mackenzie Strategic Income Fund Series LB
Manulife Balanced GIF Sel (Multi-Mgr) Orig 75
Manulife Canadian Balanced Fund Advisor Series
Manulife Canadian Balanced GIF Series 1
Manulife Canadian Balanced Private Pool Adv
Manulife Canadian Balanced Private Seg Pl MPIP
Manulife Canadian Growth and Income Pvt Trust Adv
Manulife CIBC Monthly Income GIF Series 1
Manulife Fidelity Canadian Bal GIF Series 1
Manulife Fidelity Monthly Income GIF Series 1
Manulife Fundamental Income Class Advisor Ser
Manulife Fundamental Income Fund Advisor Ser
Manulife Id Sig Sel Id CI Cdn Ba Fd Id75/100
Manulife Ideal Balanced Fund NL
Manulife Ideal Fidelity Cdn Bal Fd SS Id 100/100
Manulife Ideal Fidelity Mth Inc Fd SS Id 100/100
Manulife Ideal Frk Bis Cdn Bal Fd S2 Id 75/100
Manulife Ideal Fundamental Monthly Income Fund BEL
Manulife Ideal Income Balanced Fund BEL
Manulife Ideal Moderate Portfolio BEL
Manulife Invesco Cdn Premier Balanced GIF Series 1
Manulife MIM Target De-risking 90
Manulife Monthly High Income Class Advisor Ser
Manulife Monthly High Income Fund Advisor Series
Manulife Monthly High Income GIF Series 1
Manulife Smart Bal Div ETF Bundle GIF Sel InvP
Manulife Smart Balanced Dividend ETF Bundle Adv
Matco Balanced Fund
Matco Balanced Fund - Series F
Meritage Balanced Income Portfolio - Adv/DSC
Meritage Balanced Portfolio - Adv/DSC
MLI Greystone Balanced Fund
PH&N Monthly Income Fund Series D
RBC Balanced Fund Series A
RBC Balanced GIF Invest Series
RBC Balanced GIF Series 1
RBC Indigo Canadian Balanced Fund Investor Series
RBC Managed Payout Solution - Enhanced Plus A
RBC Monthly Income Fund Series A
RBC PH&N Monthly Income GIF Series 1
RBC Private Income Pool Series F
Renaissance Canadian Monthly Income Fund Class A
Scotia Canadian Balanced Fund Series A
Scotia Diversified Monthly Income Fund Series A
Scotia Wealth Strategic Balanced Pool - Pinnacle
Sun GIF Solutions Fidelity Monthly Income Est A
SunWise CI Canadian Bal Fd (SWII) 100/100
SunWise Elite CI Premier II Cdn Bal Fd 100/100
TD Balanced Index Fund - Inv
TD Canadian Diversified Yield Fund - D Series
TD Monthly Income Fund - Investor Series
Zechner High Income
