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 Equity Balanced

Funds in the Canadian Equity 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 60% but less than 90% of their total assets in equity securities.

Acuity Canadian Balanced Fund Class A
Acuity High Income Class Series A
Acuity High Income Fund Class A
Acuity Pooled Canadian Balanced Fund
Acuity Pooled High Income Fund
Acuity Social Values Balanced Fund Class A
AEGON Fund Mgmt imaxx Canadian Fixed Pay Fund
Allegro Balanced Growth Canada Focus Port Cl A
Altamira Tactical Asset Allocation Fund
Assumption/CI Harbour Growth & Inc A
Astra Acuity High Income
Astra Dividend
ASTRA Fidelity Canadian Asset Allocation
Astra Growth Strategy
Astra Ivy Diversified Growth and Income
Astra McLean Budden Diversified Growth
Axiom Balanced Growth Portfolio Class A
Axiom Canadian Growth Portfolio Class A
Axiom Long-Term Growth Portfolio Class A
Beutel Goodman Balanced Fund
Bissett Dividend Income Fund Series A
BMO GDN Canadian Diversified Monthly Income Fund
BonaVista Global Balanced Fund Series D
Brandes Sionna Canadian Balanced Fund Class A
Brandes Sionna Canadian Balanced Fund Class AN
Brandes Sionna Diversified Income Fund
Brigata Canadian Balanced Fund Series A
CAN Core Balanced 75/75
CAN Fid Balanced 75/75
Canada Life Balanced Fund (IVZ) Gens [S054]
Canada Life Canadian Asset Alloc (Fid) Gens [S191]
Canada Life Harbour Growth & Income(CI) Gens
CGOV Balanced Fund
CI Harbour Growth & Income GIF
CI Harbour Growth & Income GIF 75/100
CI Harbour Growth & Income Segregated Fund
CIBC Growth Portfolio RSP
CIBC Pooled Balanced Fund
CIBC Very Aggressive Portfolio RSP
Clarica SF CI Harbour Growth & Income Fund
Claymore CAN Financial Monthly Inc ETF
Connor, Clark & Lunn Balanced Growth Portfolio
Crystal Enlightened Income Fund
Desjardins Dividend Income Fund A-Class
DFS Beutel Goodman Balanced
DFS Conservative Diversified Fund Fiera
DFS GIF - Balanced - Ethical Series 5
DFS GIF - Dividend Income - Bissett Series 3
DFS Greystone Balanced
DFS Jarislowsky Fraser Balanced
DFS Multi-Management 65/35 Fund
DFS Multi-Management 80/20 Fund
DFS Trimark Income Growth Fund
Dynamic Diversified Real Asset Fund Series A
EdgePoint Canadian Growth & Income Portfolio
EdgePoint Canadian Growth & Income Pt "A" Non HST
EFG Private Portfolio Balanced Class A
Empire Dividend Balanced Fund - G
Empire Elite Balanced Fund - G
Empire Life Dividend Balanced Fund
Empire Life Elite Balanced Fund
Equitable Life Acuity Canadian Balanced Fund
Equitable Life Bissett Dividend Income Fund
Ethical Balanced Fund Class A
Ethical Select Canadian Growth Portfolio Class A
FaithLife Balanced (Jarislowsky)
FaithLife Balanced (Scheer Rowlett)
Fidelity Canadian Asset Allocation Class Ser A C$
Fidelity Canadian Asset Allocation Fund Series A
Fidelity Income Allocation Fund Series A
FMOQ Monthly Income Fund
GWL Advanced Portfolio Fund (G) NL
GWL Balanced Fund (IVZ) NL
GWL Core Balanced 75/75
GWL Equity/Bond Investment (G) NL
GWL Growth & Income Fund (M) NL
GWL Managed (LK) 75/75
Harbour Growth & Income Corporate Class
Harbour Growth & Income Fund
Highstreet Balanced Fund Pooled
Horizons AlphaPro Balanced ETF
IA Asset Allocation Aggressive Growth
IA Asset Allocation Growth
IA Balanced (Trimark)
IA Clarington Canadian Balanced Fund Series A
IA Clarington Canadian Balanced GIF, Class A, 100%
IA Clarington Inhance Growth SRI Portfolio Ser A
IA Clarington Inhance Monthly Income SRI Fund A
IA Ecflx Focus Growth
IA Ecoflex Diversified Income
IA Ecoflex Diversified Opportunity
IA Ecoflex Fidelity Canadian Asset Allocation
IA Ultraflex R-M Canadian Asset All (Fidelity)
IG Beutel Goodman Canadian Balanced Fund
IG FI Canadian Allocation Fund
IG/GWL Allegro Aggressive GIF 75/75A
IG/GWL Allegro Moderate Aggressive GIF 75/75 A
IG/GWL Allegro Moderate GIF 75/75A
IG/GWL Alto Conservative GIF 75/75 A
IG/GWL Alto Moderate GIF 75/75 A
IG/GWL Balanced GIF 75/75 A
IG/GWL Canadian Balanced GIF 75/75 A
IG/GWL Canadian Balanced Segregated Fund
IG/GWL Dividend Segregated Fund
Imaxx Trans Fidelity Cdn Asset Alloc GIF 75/100
Imaxx Trans Mackenzie Ivy Growth Inc GIF 75/100
imaxx Trans TD Dividend Income GIF 75/100
Investors Canadian Balanced Fund
Investors Dividend Fund
Investors Mutual of Canada
Keystone Manulife High Income Fund
Lakeview DL High Income Fund
LON Core Balanced 75/75
LON Managed (LK) 75/75
London Life Balanced Fund (BG)
London Life Balanced Fund (IVZ)
London Life Balanced Growth Fund (LC)
London Life Equity/Bond Fund (GWLIM)
London Life Growth & Income Fund (MF)
Mac All-Sector Canadian Balanced Fund Series A
Mac Ivy Growth & Income Fund Series A
Mac Ivy Growth & Income GIF Core Series A C$
Mac Ivy Growth & Income GIF Enhanced Series A C$
Mac Ivy Growth & Income GIF Intermediate Ser A C$
Mac Ivy Growth & Income Segregated Fund
Mac Maxxum Monthly Income Fund Series A
Mac Maxxum Monthly Income Segregated Fund
Mac Saxon Balanced Class Series A
Mac Saxon Balanced Fund Series SI
Manulife Core Balanced Fund Series A
Manulife Fidelity Canadian Asset Allocation GIF
Manulife GIF 1 CI Harbour Growth & Income
Manulife GIF 1 Core Balanced
Manulife GIF 1 TD Dividend Income
Manulife GIF MLIA A Fidelity Cdn Asset Allocation
Manulife GIF MLIA A Trimark Select Balanced
Manulife GIF MLIA B CI Harbour Growth & Income
Manulife GIF MLIA B Fidelity Cdn Asset Allocation
Manulife GIF MLIA B Trimark Select Balanced
Manulife GIF MLIP A AIC Bundle Segregated Fund
Manulife GIF MLIP A Trimark Select Balanced
Manulife GIF Select AGF Bundle
Manulife GIF Select AIC Bundle
Manulife GIF Select RBC/PHN Bundle
Manulife Growth & Income Fund Series A
Manulife Growth Index Bundle GIF Select
Manulife Monthly High Income Fund Series A
Manulife Monthly High Income GIF
Manulife Trimark Select Balanced GIF
Manulife Trimark Select Balanced GIF encore
MD Balanced Fund Class A
MD Dividend Fund Class A
Meritage Equity Income Portfolio - A
Meritas Monthly Dividend and Income Fund
MFC Global Pooled Diversified Fund
MLI Scheer Rowlett Canadian Equity Fund
MLIA Class A Core Balanced
MLIA Class A Monthly High Income
MLIA Class B Core Balanced
MLIP Class A Core Balanced
MLIP Class B Core Balanced
NAL-Investor Canadian Diversified Fund
National Bank Monthly Income Fund
NBT Estates and Trusts Pooled Fund
Northwest Select Canadian Growth Portfolio Class A
O'Leary Canadian Balanced Yield Fund Series A
Quadrus Trimark Balanced Fund
RBC Private Income Pool Series F
Renaissance Canadian Monthly Income Fund Class A
Renaissance Diversified Income Fund
ROI Canadian Retirement Fund Series A
SEI Canadian Focused Growth Fund Class O
Standard Life SI Ideal Fidelity Cdn Asset Alloc100
Standard Life SI Ideal Trimark Balanced 100
SunWise Elite CI Cambridge Balanced Bndl Cl B 7/1
SunWise Elite CI Cambridge Core Bundle Cl B 75/100
SunWise Elite CI Harbour Balanced Bndl Cl B 75/100
SunWise Elite CI Harbour Core Bundle Cl B 75/100
SunWise Elite CI Harbour Growth & Income (F)
SunWise Elite CI Signature Core Bundle Cl B 75/100
SunWise Elite Dynamic Core Bundle Class B 75/100
SunWise Elite Fid Disciplined Core Bdl Cl B 75/100
SunWise Elite Fidelity Cdn Asset Allocation (F)
SunWise Elite Quotential Balanced Growth Port (F)
SunWise Elite Trimark Income Growth Fund (F)
SunWise I CI Harbour Growth & Income Fund 100%
SunWise I Fidelity Canadian Asset Allocation 100%
SunWise II CI Harbour Growth & Income Fund (Full)
SunWise II Fidelity Canadian Asset Allocation (F)
SunWise II Trimark Income Growth Fund (Full)
TD Balanced Growth Fund - I
TD Balanced Growth GIF II
TD Diversified Monthly Income Fund - Investor Ser
TD Dividend Income Fund - I
TD Gtd Balanced Growth Fund
TD Monthly Income Fund - I
Thornmark Dividend & Income
Titan Balanced Growth Portfolio Series A
TLC Canadian Fixed Pay GIF
TLC CI Harbour Growth & Income GIF
TLC Fidelity Canadian Asset Allocation GIF
TLC TD Dividend Income GIF
Trans Fidelity Canadian Asset Allocation 5FL GIF
Trans Fidelity Cdn Asset Allocation GIF 75/100
Trans Fidelity Cdn Asset Allocation GIF 75/75
Trans IMS Dividend Fund
Trans Mac Ivy Growth Income GIF 75/100
Trans TD Dividend Income GIF 75/75
Transamerica Imaxx Canadian Fixed Pay Fund
Trimark Diversified Income Class
Trimark Income Growth Fund - SC
Trimark Select Balanced Fund
Trimark Select Balanced Seg Fund
VPI Dixon Mitchell Canadian Balanced Pool Series A

Updated: Sep 01, 2010