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.

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Canadian Fixed Income

Funds in the Canadian Fixed Income category must invest at least 90% of their fixed income holdings in Canadian dollars with an average duration greater than 3.5 years and less than 9.0 years. In addition, these funds must invest primarily in investment-grade fixed-income securities, such that the average credit quality of the portfolio as a whole is investment grade (BBB or equivalent rating or higher) and not more than 25% of the portfolio’s holdings are invested in high yield fixed income securities. For purposes of the category definition, up to 30% of a Fund’s assets may be held in Foreign Fixed Income products which will be treated as Canadian content provided that the currency exposure on those holdings is hedged into Canadian Dollars.

Acuity Pooled Corporate Bond Fund
AEGON Fund Mgmt imaxx Canadian Bond Fund
AGF Canadian Bond Fund
Altamira Corporate Bond Fund - A/ISC
Altamira Income Fund
Apex Fixed Income
Assumption/CI Canadian Bond A
Assumption/MB Fixed Income A
Astra Addenda Bond
Astra Bond Index
ASTRA Fiera Capital Bond
Astra OAM Bond
Astra PIMCO Bond
AXA AllianceBernstein Cdn Bond A GIF
Barreau du Quebec Bond Fund
Batirente Bond Multi
Beutel Goodman Corporate/Provincial Active Bond Fd
Beutel Goodman Income Fund
Bissett Bond Corporate Class A
Bissett Bond Fund Series A
Bissett Canadian Core Bond Trust
Bissett Canadian Core Plus Bond
Bissett Corporate Bond Fund Series A
BlackRock Canada CoreActive Univ Bd Cl A
BMO Aggregate Bond Index ETF
BMO Asset Management Bond Fund
BMO Bond Fund
BMO Canadian Government Bond Index ETF
BMO GDN Bond Fund Advisor Series
BMO Harris Canadian Bond Income 36
BMO Harris Canadian Corporate Bond 41
BMO Harris Canadian Total Return Bond 40
BMO Mid Corporate Bond Index ETF
BMO Nesbitt Burns Bond Fund Class A
Bodnar Fixed Income Fund
Caldwell Institutional Bond Pool
Canada Life Fixed Income Fund (Laketon) S5019
Canada Life Indexed Canadian Bond (TDAM) Gens
Canadian Banc Capital Securities Trust Class F
Canso Corporate Value Fund Class A
CDA Canadian Bond Fund Corporate Class (CI)
CGOV Fixed Income Fund
CI Signature Canadian Bond Corporate Class A C$
CI Signature Canadian Bond Fund Class A
CI Signature Canadian Bond GIF
CI Signature Canadian Bond GIF 75/100
CI Signature Canadian Bond Legacy I Segregated Fd
CI Signature Canadian Bond Legacy II Segregated Fd
CIBC APRS Conservative Income Portfolio
CIBC Canadian Bond Fund
CIBC Canadian Bond Index Fund
CIBC Income-Focused Index Portfolio
CIBC Income-Focused Portfolio
CIBC IPRS Conservative Income Portfolio
CIBC Pooled Canadian Bond Index Fund
CIBC Pooled Canadian Bond Index Plus Fund
CIBC Pooled Canadian Bond Overlay Fund
CIBC Pooled Canadian Money Market Fund
CIBC Pooled Fixed Income Fund
CIBC PRS Conservative Income Portfolio
Clarica MVP Bond Fund
Clarica SF CI Signature Canadian Bond Fund
Co-operators Life Canadian Fixed Income Fund VA
Concordia Bond Fund
Credential EnRich Income Pool Class A
Desjardins Canadian Bond Fund
Desjardins Capital Yield Bond Fund
Desjardins Enhanced Bond Fund
DFS Addenda Canadian Bond Fund
DFS Beutel Goodman Income Fund
DFS BlackRock Universe Bond Index
DFS Bond Fund Fiera
DFS Desjardins Canadian Bond Fund
DFS Desjardins Enhanced Bond Fund
DFS Ethical Income Fund
DFS GIF - Canadian Bond - Addenda Series 3
DFS GIF - Canadian Bond - Addenda Series 5
DFS GIF - Income - Fiera Series 1
DFS McLean Budden Fixed Income Fund
DFS Mortgage Fund Fiera
Dynamic Advantage Bond Class Series A
Dynamic Advantage Bond Fund
Dynamic Aurion Total Return Bond Class Series A
Dynamic Aurion Total Return Bond Fund Series A
Dynamic Canadian Bond Fund Series A
Empire Bond Fund - A
Equitable Life Accumulative Income Fund
Equitable Life Canadian Bond Fund
FaithLife Cdn Bond (Indexed)
FÉRIQUE Bond Fund
FGF Canadian Bond Fund
Fidelity Canadian Bond Fund Series A
Fidelity Premium Fixed Income Private Pool Ser B
Fiera Tactical Fixed Income
FMOQ Canadian Bond Fund
Forester Growth Funds - Bond
Franklin Templeton Managed Corporate Yield Class A
Franklin Templeton Managed Yield Class Series A
frontierAlt Opportunistic Bond Fund Series A
GWL Bond Fund (LC) NL
GWL Canadian Bond (G) NL
GWL Enhanced Bond (LK) NL
GWL Fixed Income Portfolio (G) NL
GWL Mortgage (G) NL
Harmony Canadian Fixed Income Pool
Hartford Canadian Bond D
Highstreet Canadian Bond Fund
Horizons AlphaPro Corporate Bond ETF
HSBC Canadian Bond Fund Investor Series
HSBC Canadian Bond Pooled Fund
IA Bonds (McLean Budden)
IA Clarington Bond Fund Series A
IA Clarington Bond GIF - Guarantee A
IA Clarington Bond GIF - Guarantee B
IA Clarington Tactical Bond Class Series A
IA Clarington Tactical Bond Fund Series A
IA Ecflx Short Term Bonds
IA Ecoflex Bonds
IA Ecoflex Bonds-series 2
IA Ecoflex Income
IA Emerald Canadian Bond Index (TD)
IA Ultraflex R-M Fixed Income
IG Mackenzie Income Fund
IG/GWL Government Bond Segregated Fund
IG/GWL Income Focus GIF 75/75 A
IG/GWL Income GIF 75/75 A
IG/GWL Income Growth GIF 75/75 A
imaxx Canadian Bond GIF 75/75
Integra Bond Fund
Integra Canadian Fixed Income Plus Fund
Investors Canadian Bond Fund
Investors Capital Yield Class A
Investors Government Bond Fund
Investors Income Portfolio
iProfile Fixed Income Pool
iShares DEX All Corporate Bond Index Fund
iShares DEX All Government Bond Index Fund
iShares DEX Universe Bond Index Fund
Jov Prosperity Canadian Fixed Income Fund Series A
Keystone Beutel Goodman Bond Fund
La Capitale Canadian Bond
Legg Mason Western Asset Canadian Core Bond
Leith Wheeler Fixed Income Fund Series B
LODH Opus - Fixed Income Fund, Series P
London Life Bond Fund (LC)
London Life Fixed Income Fund (Laketon)
London Life Fixed Income Profile Fund
Mac Sentinel Bond Fund Series A
Mac Sentinel Bond GIF Core Series A
Mac Sentinel Bond GIF Enhanced Series A
Mac Sentinel Bond GIF Intermediate Series A
Mac Sentinel Bond Segregated Fund
Manulife Bond Fund Series A
Manulife Canadian Bond Fund Advisor Series
Manulife Canadian Bond Index GIF Select
Manulife Canadian Bond Index GIF Select E
Manulife GIF 1 Fidelity Canadian Bond
Manulife GIF MLIA A Bond
Manulife GIF MLIA A Fidelity Canadian Bond
Manulife GIF MLIA B Fidelity Canadian Bond
Manulife GIF Select Canadian Bond Index
Manulife Total Yield Class
Maritime Life Canadian Income Pooled Fund
Maritime Life Financial Fitness Bond Fund
Maritime Life Triflex Property Fund
Marquis Institutional Bond Portfolio V
Matrix Canadian Bond Fund
Mawer Canadian Bond Fund Class A
MB Fixed Income Fund - Pooled
MB Select Fixed Income Fund - Pooled
McLean Budden Fixed Income Fund Class D
MD Bond Fund Class A
Meritas Canadian Bond Fund
MFC Global Pooled Canadian Bond Index Fund
MFC Global Pooled Cdn Active Universe Fund
MLI Cdn Universe Bond Fund Class F
National Bank Bond Fund
NBT Canadian Bond Pooled Fund
NBT Corporate Bond Pooled Fund
NBT Government Bond Pooled Fund
NEI Canadian Bond Class A
NexGen Canadian Bond Registered Fund
NexGen Canadian Bond Tax Managed ROC
O'Leary Canadian Bond Yield Fund Series A
Optimum Canadian Bond
PH&N Bond Fund Series D
PH&N Community Values Bond Fund Series D
PH&N Total Return Bond Fund Series D
PIMCO Canada Canadian CorePLUS Bond Trust
Professionals' Bond Fund
Prosperity Fixed Income Class B
Protected Canadian Bond Fund
Quadrus GWLIM Corporate Bond Fund
Quadrus Laketon Fixed Income Fund Series Q
Quadrus London Capital Canadian Bond Fund
RBC Advisor Canadian Bond Fund Advisor Series
RBC Bond Fund Series A
RBC Bond GIF
RBC Canadian Bond Index Fund Series A
RBC Life - Bond Fund
RBC Life B
RBC Private Canadian Bond Pool Series F
Renaissance Canadian Bond Fund
Renaissance Corporate Bond Capital Yield Fund
Russell Canadian Fixed Income Fund Series A
Russell Core Plus Fixed Income Pool Series A C$
Russell Fixed Income Pool Series B C$
Russell Managed Yield Class Series B C$
Sceptre Bond Fund Class A
Scotia Bond Fund
Scotia Canadian Bond Index Fund
Scotia Canadian Income Fund
Scotia Short-Mid Government Bond Fund Class I
SEI Canadian Fixed Income Fund Class O
SEI Income 100 Fund Class - O
SSgA Active Canadian Universe Bond
Standard Life Canadian Bond A-Series
Standard Life Canadian Bond Class A
Standard Life Ideal Canadian Bond Fund BEL
SunWise Elite CI Signature Cdn Bond Fund 100/100
SunWise Elite TD Canadian Bond Fund (Full)
SunWise I CI Signature Canadian Bond Fund 100/100
SunWise I CI Signature Cdn Select Bond Fd 100/100
SunWise I CI Signature Cdn Special Bond Fd 100/100
SunWise II Bond Index Fund (Full)
SunWise II CI Signature Canadian Bond Fund 100/100
SunWise II CI Signature Cdn Premier Bond Fd100/100
TD Canadian Bond Fund - Investor Series
TD Canadian Bond GIF II
TD Canadian Bond GIF II Class A
TD Canadian Bond GIF II Class B
TD Canadian Bond Index Fund - I
TD Canadian Core Plus Bond Fund - Investor Series
TD Corporate Bond Capital Yield Fund - Investor Sr
TD Gtd Canadian Bond Fund
The Newport Fixed Income Fund
TLC Canadian Bond GIF
Tradex Bond Fund
Trans Canadian Bond 5FL GIF
Trans GROWSafe Canadian Bond Fund
Trans IMS Bond Fund
Trimark Canadian Bond Fund
Trimark Canadian Bond Private Pool Series A
Trimark Canadian Bond Segregated Fund
United Canadian Fixed Income Corporate Class A
United Canadian Fixed Income Corporate Class W
United Canadian Fixed Income Pool Class W

Updated: Sep 01, 2010