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 Balanced

Funds in the Canadian Fixed Income 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 5% but less than 40% of their total assets in equity securities.

AGF Income Focus Fund
Allegro Conservative Portfolio Series C
Alto Conservative Portfolio Series A
Alto Monthly Income Portfolio A
Assumption Life Conservative Portfolio A
ASTRA Celestia Conservative
ASTRA Conservative Fundamental Portfolio
ASTRA Conservative Strategy
Axiom Balanced Income Portfolio Class A
BMO Income Solution - Advisor
BMO MatchMaker Savings Portfolio
BMO Monthly Dividend Fund Ltd - Advisor
BMO Security ETF Portfolio Class Series A
Caldwell Income Fund 003 DSC/103 FE
CAN Core Conservative Growth 75/75
CAN Fid Moderate Income 75/75
CAN FT Moderate Income 75/75
CAN Mac Moderate Income 75/75
CAN Sentinel Income (M) 100/100
Canada Life Conservative Allocation Fund Gens
Canada Life Income Focus Gens
Canada Life Income Growth Gens
Canada Life Income Opportunity (L) Gens
Canada Life Moderate Allocation Fund Gens
Canoe 'GO CANADA!' Enhanced Income Class Series A
Canoe 'GO CANADA!' Enhanced Income Fund Series A
Chorus II Balanced Income Portfolio
Chorus II Conservative Portfolio
Chorus II Corporate Class Balanced Income Port
Chorus II Corporate Class Conservative Portfolio
CIBC APRS Income Non-RSP Portfolio
CIBC APRS Income RSP Portfolio
CIBC Balanced Index Fund
CIBC Conservative Index Portfolio
CIBC Conservative Portfolio
CIBC Income Portfolio
CIBC IPRS Income Non-RSP Portfolio
CIBC IPRS Income RSP Portfolio
CIBC Managed Income Plus Portfolio Class A
CIBC Managed Income Portfolio Class A
CIBC PRS Income Non-RSP Portfolio
CIBC PRS Income RSP Portfolio
CIBC U.S. Dollar Managed Income Portfolio
CIBC Very Conservative Index Portfolio
CIBC Very Conservative Portfolio
Compass Conservative Balanced Portfolio
Compass Conservative Portfolio
Counsel Managed Yield Portfolio Series A
DFS Foresight 30/70 Portfolio
DFS Foresight 40/60 Portfolio
DFS Multi-Management 20/80 Fund
DFS Multi-Management 35/65 Fund
DynamicEdge Defensive Portfolio Series A
Empire Conservative Portfolio Fund - A
Empire Income Fund - A
Empire Life Emblem Conservative Portfolio Ser A
FÉRIQUE Moderate Balanced Fund
Fidelity Balanced Income Currency Neutral Pvt P B
Fidelity Balanced Income Private Pool Series B
Fidelity ClearPath 2005 Portfolio Series A
Fidelity ClearPath 2010 Portfolio Series A
Fidelity ClearPath Income Portfolio Series A
Fidelity Income Allocation Fund Series A
GWL Conservative Income Portfolio NL
GWL Conservative Portfolio (G) NL
GWL Core Conservative Growth 75/75
GWL FT Moderate Income 75/75
GWL Income (M) NL
GWL Income Fund (G) NL
GWL Mac Moderate Income 75/75
GWL Moderate Income Portfolio NL
GWL Moderate Portfolio Fund (G) NL
GWL Pyramis Moderate Income 75/75
Harmony Conservative Portfolio
Harmony Yield Portfolio - Wrapped
Highstreet Conservative Balanced Fund
HSBC Monthly Income Fund Investor Series
HSBC World Selection Dvrsf Conservative Fund Inv
HSBC World Selection Dvrsf Moderate Conserv Fd Inv
IA Asset Allocation Conservative
IA Asset Allocation Moderate
IA Clarington Inhance Conservative SRI Port T6
IA Diploma Secondary
IA Ecflx Focus Moderate
IA Ecflx Focus Prudent
IA Ecoflex Diversified Security
IA SRP Diversified Security
IA SRP Focus Moderate
IA SRP Focus Prudent
IG/GWL Allegro Conservative GIF 75/75 A
IG/GWL Allegro Conservative Portfolio
IG/GWL Alto Conservative GIF 75/75 A
IG/GWL Alto Conservative Portfolio
IG/GWL Income Focus GIF 75/75 A
ING DIRECT Streetwise Balanced Income Portfolio
Investors Income Plus Portfolio
iShares Diversified Monthly Income Fund
Jarislowsky Fraser Select Income Fund
LON Core Conservative Growth 75/75
LON FT Moderate Income 75/75
LON Mac Moderate Income 75/75
LON Pyramis Moderate Income 75/75
London Life 2010 Profile Fund 5.14L
London Life Conservative Profile Fund
London Life Income Fund (LC)
London Life Income Fund (MF)
London Life Income Profile Fund 5.13L
London Life Moderate Profile Fund
Mac Sentinel Income Fund Series A
Mac Sentinel Income GIF Core Series A
Mac Sentinel Income GIF Enhanced Series A
Mac Sentinel Income GIF Intermediate Series A
Mac Sentinel Income Segregated Fund
Mac Sentinel Managed Return Class Series A
Mac Symmetry Conservative Income Portfolio A
Manulife Conservative Asset Allocation
Manulife Dynamic Aurion Bundle GIF Sel InvP
Manulife GIF MLIA A Sentinel Income
Manulife Retirement Date 2010 Fund
Manulife Retirement Income
Manulife Sentinel Income GIF (Mackenzie)
Manulife Series R A Sentinel Income
Manulife Simplicity Conservative Portfolio Adv Ser
Manulife Simplicity Conservative Portfolio GIFe
Manulife Simplicity Moderate Portfolio Advisor Ser
Manulife Simplicity Moderate Portfolio GIF encore
Manulife Structured Bond Class Advisor Series
MD Precision Conservative Portfolio
Meritage Conservative Income Portfolio - A
Meritage Conservative Portfolio - A
Meritage Moderate Income Portfolio - A
Meritage Moderate Portfolio - A
Meritas Income & Growth Portfolio Series A
Meritas Income Portfolio Series A
ML Ser R Class A Simplicity Conservativ
ML Ser R Class A Simplicity Moderate
ML Ser R Class B Simplicity Conservativ
ML Ser R Class B Simplicity Conservativ
ML Ser R Class B Simplicity Moderate
ML Ser R Class B Simplicity Moderate
MLCAP Class A Simplicity Conservative
MLCAP Class A Simplicity Moderate
MLIA Class A Simplicity Conservative
MLIA Class A Simplicity Moderate
MLIA Class B Simplicity Conservative
MLIA Class B Simplicity Moderate
MLIP Class A Simplicity Conservative
MLIP Class A Simplicity Moderate
MLIP Class B Simplicity Conservative
MLIP Class B Simplicity Moderate
Morgan Meighen Income Pooled Fund
National Bank Conservative Diversified Fund
National Bank Conservative Strategy Portfolio NR
National Bank Dividend Fund
National Bank Income & Growth Managed Portfolio
National Bank Income Managed Portfolio
National Bank Moderate Diversified Fund
National Bank Moderate Strategy Portfolio NR
National Bank Monthly Conservative Income Fund
National Bank Monthly Moderate Income Fund
National Bank Stable Income Managed Portfolio
NEI Ethical Select Conservative Portfolio Series A
NEI Ethical Select Income Portfolio Series A
NEI Northwest Select Conservative Portfolio Ser A
NEI Select Conservative Corporate Class Pt A
O'Leary Conservative Income Fund Series A
OceanRock Income & Growth Portfolio Series A
OceanRock Income Portfolio Series A
PowerShares Diversified Yield Fund Series A
Primerica Income Fund
Professionals’ Retirement Balanced Fund
Quadrus Conservative Folio Fund
Quadrus London Capital Income Plus Fund
Quadrus Moderate Folio Fund
RBC Managed Payout Solution
RBC Managed Payout Solution - Enhanced
RBC Select Very Conservative Class A
RBC Select Very Conservative Portfolio Series A
Renaissance Optimal Income Portfolio Class A
Russell LifePoints Conservative Income Cl Port B
Russell LifePoints Conservative Income Port A
Scotia INNOVA Balanced Income Portfolio Class A
Scotia INNOVA Balanced Income Portfolio Series A
Scotia INNOVA Income Portfolio Class A
Scotia INNOVA Income Portfolio Series A
Scotia Partners Income & Modest Growth Portfolio
Scotia Selected Income & Modest Growth Portfolio
Scotia Selected Income Portfolio
Scotia Vision Aggressive 2010 Portfolio
Scotia Vision Conservative 2010 Portfolio
SEI Conservative Monthly Income Fund Class O
SEI Income 20/80 Fund Class - O
SEI Income 30/70 Fund Class - O
SEI Income 40/60 Fund Class - O
SocieTerra Secure Market Portfolio
Standard Life Conservative Portfolio A-Series
Standard Life Conservative Portfolio Class A
Standard Life Diversified Income A-Series
Standard Life Ideal Conservative Portfolio BEL
Standard Life Income Index Port (SLI)
Standard Life Retirement
Standard Life SI Ideal Dynamic Moder Bundle 100
Standard Life SI Ideal Meritas Inc & Grth Pf 100
Standard Life SI Ideal Select Conservativ Pt 100
Steadyhand Income Fund
Sun Life Granite Retirement-PF
TD Advantage Balanced Income Portfolio I
TD Comfort Balanced Income Portfolio I
TD Comfort Conservative Income Portfolio
TD FundSmart Mgd Income Portfolio - I
TD Income Advantage Portfolio - Investor Series
TD Mgd Income Portfolio - I
TD Mgd Index Income Port - I
TLC TD Dividend Balanced GIP
TLC TD Income Advantage GIF
Tradex Bond Fund
Trans TD Dividend Balanced 5FL GIP
Trans TD Income Advantage 5FL GIF

Updated: May 03, 2013