Fund Category List
When evaluating funds for category placement the committee first screens for the narrowest, most precise definitions. Examples of categories with narrow definitions would be Target Date Portfolios, Financial Services Equity, Real Estate Equity, Small/Mid Cap Equity, and Alternative Strategies. If funds meet the narrower definitions, they are categorized in the appropriate CIFSC category. If not, the funds are subjected to the criteria of other fund categories. Because this methodology is employed, it is important to be aware of all fund category definitions. It is insufficient to apply the criteria of a single fund category to determine a fund's candidacy, for any given CIFSC category.
Alternative Strategies
Funds in the Alternative Strategies category employ alternative strategies such as short selling or other forms of leverage. Funds may use speculative strategies as well as hedging strategies. A fund is classified as Alternative Strategies if 1) short selling exceeds 2% in any one security or if total short positions exceed 10% of the total fund value; and/or 2) the fund's investment mandate specifically includes use of alternative strategies.
130/30 Mining L.P. Series AAbsolute Return Fund Class A UnitsAcuity Pooled 130/30 FundAdamos Capital Management Glb Vol FdAltairis Long/Short Series AAmethyst Arbitrage FundArrow Act II TMT Fund Class AArrow AFC Capital Fund Class AArrow Burlington Capital FundArrow Curvature Fund Class AArrow Distressed Securities Fund Class A C$Arrow Enhanced Income Fund Class A C$Arrow Enso Global Fund Class AArrow Focus Fund Class A2 C$Arrow Goodwood Fund Class AArrow High Yield Fund Class A C$Arrow JC Clark Opportunities Fund Class AArrow Maple Leaf Canadian Fund A2 C$Arrow Marret Resource Yield Fund Class AArrow Multi-Strategy Fund Class AArrow Special Opportunities Fund Class A1Arrow Tetra US Long/Short Fund Class AArrow U.S. Equity Income Fund Class A C$Arrow WF Asia Fund Class AArrow360 Global Long/Short Fund Class AAurion Global Opportunities FundAurion II Equity FundAurion Income Opportunities FundAuspice Diversified CommodityAuspice Diversified Trust Class ABarometer Long Short Equity PoolBlumont Core Hedge FundBluMont Hirsch Performance FundCI Global Opportunities Fund C$CIBC Market Neutral Fund Class ACIBC Market Neutral Fund Class A 101Claymore Inverse Bond ETFCreststreet Energy Opportunities Fund Series ACrystal Enlightened Resource and Precious Metal FdDeltaOne Strategic Energy FundDFS DGAM Alternative Investments FundDKAM Capital Ideas Fund LPDPF India OpportunitiesDynamic Alpha Performance Fund Series ADynamic Alternative Opportunities Fund Series ADynamic Contrarian FundDynamic Income Opportunities FundDynamic Power Emerging Markets Fund Series ADynamic Power Hedge Fund Series ADynamic Strategic Value FundExemplar Diversified PortfolioFiera Global Macro Fund Class AFiera Market Neutral Equity Fund Class AFMIC F ClassFolk Strategic Investment FundFormula Growth Hedge Fund Class A - Main 151Front Street Canadian Energy Resource Fund Ser BFront Street Canadian Hedge Fund B1Front Street Strategic Yield FundfrontierAlt Global Dividend FundGlobal Portfolio Solution Fund L.P. Class A-LGoodwood Fund Class AGuardian Canada Plus 130/30 Equity FundGuardian Global 130/30 Equity FundHBP NYMEX Crude Oil Inverse ETFHBP NYMEX Long Natural Gas/Sh Crude Oil Spread ETFHBP NYMEX Natural Gas Inverse ETFHBP S&P 500 Inverse ETFHBP S&P/TSX 60 Inverse ETFHBP S&P/TSX Capped Energy Inverse ETFHBP S&P/TSX Capped Financials Inverse ETFHBP S&P/TSX Global Gold Inverse ETFHighwater Diversified Opportunities Fund LP FHillsdale Canadian Long/Short Equity Fund Class AHillsdale Global Long/Short Equity Fund Class A C$Hillsdale Suite Class AHorizons AlphaPro Fiera Tactical Bond FundHorizons AlphaPro Gartman ETFHorizons AlphaPro Income Plus FundHorizons AlphaPro S&P/TSX 60 130/30 ETFHorizons AlphaPro S&P/TSX 60 Equal Weight IndexETFHorizons AlphaPro Seasonal Rotation ETFHorizons Global Contrarian FundHRS Absolute Return TrustIA Multi-StrategyIMFC Managed Futures FundIMFC Managed Futures Fund Series FIntegra 130/30 U.S. Equity FundKCS Absolute Core Return Fund Class A2 C$KCS Great White North Fund Class AKing & Victoria RSP Fund Class A UnitsLandry Morin Long Short Momentum Fund Series ALawrence Partners Fund Inc 102 (Reinvest)Lightwater Conservative Long/Short Fund Series ALycos Value Fund Class OLycos Value Fund Class PMac Alternative Strategies Fund Series A C$Man AHL Diversified (Canada) Fund Cl A C$ InterimMan AHL Diversified (Canada) Fund Cl C C$ InterimMan AHL Diversified (Canada) Fund Cl F C$ InterimMan AHL Diversified (Canada) Fund Cl I C$ InterimMan AHL Diversified (Canada) Fund Class A C$Man Canada AHL Alpha Fund Class AMan Canada AHL DP Investment Fund Class AMan Canada Alternative Strategies FundMan Investment Strategies Fund Class A FinalMan MGS Access Canada Note Cl II 901MICEONavina Global High Dividend Income Class ANBT Hedge FundNBT Real Assets Pooled FundNexGen Canadian Cash Tax Managed Fund 1151North Pole Multi-Strategy Series ANorthern Rivers Innovation Fund LPNorthern Rivers Innovation RSP FundOneFund Diversified PlusPalos Capital Pool LPPalos Equity Income Fund (RRSP)Palos Income Fund L.P.Palos Majestic Commodity Fund LPPathway Energy Series A Rollover MIN002Pathway Multi SF Explorer Series A Rollover MIN001Performance Growth Fund Class APH&N Absolute Return FundPicton Mahoney Diversified Strategies Fund Class APicton Mahoney Global Long Short Equity Fd Cl A C$Picton Mahoney Global Market Netural Equ Cl A C$Picton Mahoney Income Opportunities Fund Class APicton Mahoney Long Short Equity Fund Class APicton Mahoney Market Neutral Equity Fund Class APIE Alternative Strategies Class F-1 Series APrimevestfundRedwood L/S Conservative Equity FundRobson Alpha Scout Fund Series F 700Robson Alpha Scout Fund Series A 100Robson Alpha Scout Fund Series A 101Robson Alpha Scout Fund Series X 800Roundtable Conservative EquityRoundtable OpportunitiesSalida Global Energy Fund Class ASalida Multi Strategy Hedge FundSalida Strategic Growth Class ASalida Wealth Preservation Fund Class ASciVest Commodity Index Plus Fund Class ASciVest Global Multiple Strategies Fund Class ASciVest Market Neutral Equity Fund Class ASciVest Special Opportunities Fund Class ASecutor Founders FundSEI Futures Index Fund Class OSentry Select Market Neutral LP Class ASentry Select Market Neutral RRSP Class ASevenoaks Opportunities Fund LP (Class B)Shoreline Energy FundSkylon Gold STAR LPSMC Man AHL Alpha Fund Class FSpartan Multi Strategy Fund LP Class ASprott Absolute Return Income Fund Class ASprott Bull/Bear RSP Fund Class ASprott Hedge Fund L.P. Class ASprott Hedge Fund L.P. II Class ASprott Opportunities Hedge Fund Class ASprott Opportunities RSP FundSprott Private Credit Fund LP Class A Series 1Sprott Private Credit Fund LP Class A Series 2Sprott Private Credit Fund LP Class A Series 3Sprott Small Cap Hedge FundStanton Diversified Strat LP - Class A C$ 151Stanton Diversified Strat LP - Class F C$ 351Stanton Diversified Strat LP Cl A C$ - Apr S4 104Stanton Diversified Strat LP Cl A C$ - Apr S5 962Stanton Diversified Strat LP Cl A C$ - Aug S8 108Stanton Diversified Strat LP Cl A C$ - Dec S12 112Stanton Diversified Strat LP Cl A C$ - Jul S7 107Stanton Diversified Strat LP Cl A C$ - Jun S6 106Stanton Diversified Strat LP Cl A C$ - Mar S3 103Stanton Diversified Strat LP Cl A C$ - May S5 105Stanton Diversified Strat LP Cl A C$ - Nov S11 111Stanton Diversified Strat LP Cl A C$ - Sep S9 109Stanton Diversified Strat LP Cl F C$ - Apr S4 304Stanton Diversified Strat LP Cl F C$ - Aug S8 308Stanton Diversified Strat LP Cl F C$ - Jul S7 307Stanton International Equity LP A C$ Main 515Strategic Retirement FundTA3 - Campbell 'A' C$TA3 - Hedge Fund 'A' C$TA3 - Hedge Fund 'F' C$TA3 - Hybrid 'A' C$TA3 - Safeguard C$Tapestry Balanced Growth Private Port Corp Cl ATapestry Balanced Income Private Port Corp Cl ATapestry Divers Income Private Port Corp Class ATapestry Global Balanced Private Port Corp Cl ATapestry Global Growth Private Port Corp Cl ATapestry Growth Private Portfolio Corporate Cl ATera Capital Global InnovationTera Capital Public Venture TrustTerra Resource ETF Fund Class RThe Friedberg Currency FundThe K2 Principal Trust Class AThornmark AlphaTriasima Cdn Long/Short PooledTrident Global Opportunities Fund C$Trident Performance Corp IITurtle Creek Equity FundUrbana CorporationVenator Catalyst FundVenator Income FundVenator Investment TrustVertex Fund Class AUpdated: Sep 01, 2010