Archive for the Fund Category

Global Infrastructure Equity

Funds in the Global Infrastructure Equity category must invest at least 10% and less than 90% of their equity holdings in Canada or the U.S. such that their average market capitalization is greater than the small/mid cap threshold. Funds must have a stated mandate to invest in […]

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U.S. Small/Mid Cap Equity

Funds in the U.S. Small/Mid Cap category must invest at least 90% of their equity holdings in securities domiciled in the United States such that their average market capitalization is within the U.S. small/mid cap threshold. ABC American-Value Fund AGF U.S. Small-Mid Cap Fund – MF Series […]

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U.S. Money Market

Funds assigned to the U.S. 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 U.S. dollar-denominated investments. BMO U.S. Dollar Money Market Fund Series A CI US Money Market Fund U$ CIBC […]

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U.S. Equity

Funds in the U.S. Equity category must invest at least 90% of their equity holdings in securities domiciled in the United States, and their average market capitalization must be greater than the U.S. small/mid cap threshold. Acker Finley Select US Value 50 Fund Series A AGF American […]

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Tactical Balanced

Funds in the Tactical Balanced category must have a flexible asset allocation policy ranging from 40% (or less) to 60% (or more) in each of equity and fixed income securities. Inclusion in this category may be based on: i) a written asset allocation policy meeting the above […]

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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 […]

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Sector Equity

Funds in this sub-category invest in equity securities focused on a specific sector or sectors and do not qualify for any of the existing sector equity categories. BMO Covered Call Utilities ETF (ZWU) BMO Equal Weight US Health Care Hgd to CAD (ZUH) BMO Equal Weight Utilities […]

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Retail Venture Capital

Funds in the Retail Venture Capital funds include but are not limited to Labour Sponsored Investment Funds (LSIF) and other related Funds that receive special tax benefits for investing in Canadian venture capital as defined by the applicable federal and provincial statutes. Advantage Structured Fund B.E.S.T. Total […]

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Real Estate Equity

Funds in the Real Estate Equity category must invest at least 90% of their equity holdings in the Real Estate sector. Antares Real Estate Pool Fund Class A ASTRA Morgan Stanley Global Real Estate ASTRA Presima Global Real Estate Enhanced Yield BlackRock CDN Glbl Dev Real Est […]

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Preferred Share Fixed Income

Funds in the Preferred Share Fixed Income category must invest at least 90% of their fixed income holdings in preferred shares. BMO Preferred Share Fund Series A BMO S&P/TSX Laddered Preferred Share Idx ETF (ZPR) BMO S&P/TSX Laddered Preferred Share Idx ETF Inst Dynamic Preferred Yield Class […]

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