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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Download Complete Fund List (as of Aug 26, 2010)
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.
Acuity Fixed Income Fund Class AAcuity Pooled Fixed Income FundAllegro Conservative PortfolioAlto Conservative Portfolio Series AAlto Monthly Income Portfolio AAstra Celestia ConservativeAstra Conservative StrategyAxiom Balanced Income Portfolio Class ABatirente Diversified PatrimonialBMO GDN Income SolutionBMO MatchMaker Savings PortfolioCaldwell Income FundCAN Fid Moderate Income 75/75CAN FT Moderate Income 75/75CAN Mac Moderate Income 75/75Canada Life Conservative Allocation Fund GensCanada Life Income Focus GensCanada Life Income Growth GensCanada Life Income Opportunity (L) GensCanada Life Moderate Allocation Fund GensCIBC APRS Income Non-RSP PortfolioCIBC APRS Income RSP PortfolioCIBC Balanced Index FundCIBC Conservative Index PortfolioCIBC Conservative PortfolioCIBC Income PortfolioCIBC IPRS Income Non-RSP PortfolioCIBC IPRS Income RSP PortfolioCIBC Managed Income Portfolio Class ACIBC PRS Income Non-RSP PortfolioCIBC PRS Income RSP PortfolioCIBC U.S. Dollar Managed Income PortfolioCIBC Very Conservative Index PortfolioCIBC Very Conservative PortfolioCo-operators Conservative Portfolio VPCo-operators Very Conservative Portfolio VPCompass Conservative Balanced PortfolioCompass Conservative PortfolioConnor, Clark & Lunn Balanced Income PortfolioCounsel Fixed Income Series ADFS Foresight 30/70 PortfolioDFS Foresight 40/60 PortfolioDFS Multi-Management 20/80 FundDFS Multi-Management 35/65 FundEmpire Conservative Portfolio Fund - AEmpire Income Fund - AEthical Select Conservative Portfolio Class AFÉRIQUE Moderate Balanced FundFidelity ClearPath Income Portfolio Series AGWL Conservative Income Portfolio NLGWL Conservative Portfolio (G) NLGWL FT Moderate Income 75/75GWL Income (M) NLGWL Income Fund (G) NLGWL Mac Moderate Income 75/75GWL Moderate Income Portfolio NLGWL Moderate Portfolio Fund (G) NLGWL Pyramis Balanced Income 75/75GWL Pyramis Moderate Income 75/75Harmony Conservative PortfolioHighstreet Conservative Balanced FundHSBC LifeMap Conservative PortfolioHSBC LifeMap MM Moderate Conservative PortfolioHSBC LifeMap Moderate Conservative PortfolioHSBC Monthly Income Fund Investor SeriesIA Asset Allocation ConservativeIA Asset Allocation ModerateIA Clarington Inhance Conservative SRI Port AIA Diploma SecondaryIA Ecflx Focus ModerateIA Ecflx Focus PrudentIA Ecoflex Diversified SecurityIG/GWL Allegro Conservative GIF 75/75 AIG/GWL Allegro Conservative PortfolioIG/GWL Allegro Moderate Conservative GIF 75/75 AIG/GWL Alto Conservative PortfolioING DIRECT Streetwise Balanced Income FundInvestors Income Plus PortfolioLegg Mason Accufund Institutional SeriesLON FT Moderate Income 75/75LON Mac Balanced Income 75/75LON Mac Moderate Income 75/75LON Pyramis Balanced Income 75/75LON Pyramis Moderate Income 75/75London Life Conservative Profile FundLondon Life Income Fund (LC)London Life Income Fund (MF)London Life Income Profile Fund 5.13LLondon Life Moderate Profile FundMac Sentinel Income Fund Series AMac Sentinel Income GIF Core Series AMac Sentinel Income GIF Enhanced Series AMac Sentinel Income GIF Intermediate Series AMac Sentinel Income Segregated FundMac Sentinel Managed Return Class Series AMac Symmetry Registered Fixed Income Pool Series AManulife Conservative Asset AllocationManulife GIF MLIA A Sentinel IncomeManulife GIF Select E Simplicity Conservat Port E+Manulife GIF Select E Simplicity Conservati PortManulife GIF Select E Simplicity Moderate PortManulife GIF Select E Simplicity Moderate Port E+Manulife GIF Select Simplicity Conservat Port E+Manulife GIF Select Simplicity Conservati PortManulife GIF Select Simplicity Moderate PortManulife GIF Select Simplicity Moderate Port E+Manulife Leaders Income Portfolio serie AManulife Sentinel Income GIF (Mackenzie)Manulife Series R A Sentinel IncomeManulife Simplicity Conservative Portfolio GIFManulife Simplicity Conservative Portfolio GIF S2Manulife Simplicity Conservative Portfolio GIFeManulife Simplicity Conservative Portfolio GIFe S2Manulife Simplicity Conservative Portfolio Ser AManulife Simplicity Moderate Portfolio GIFManulife Simplicity Moderate Portfolio GIF e Ser 2Manulife Simplicity Moderate Portfolio GIF encoreManulife Simplicity Moderate Portfolio GIF Ser 2Manulife Simplicity Moderate Portfolio Series AManulife Structured Bond Class AMarquis Balanced Income Portfolio Series AMD Conservative PortfolioMeritage Conservative Income Portfolio - AMeritage Conservative Portfolio - AMeritage Moderate Income Portfolio - AMeritage Moderate Portfolio - AMGS Simplicity Conservative PortfolioMGS Simplicity Conservative Portfolio EliteMGS Simplicity Moderate PortfolioMGS Simplicity Moderate Portfolio EliteML Ser R Class A Simplicity ConservativML Ser R Class A Simplicity ModerateML Ser R Class B Simplicity ConservativML Ser R Class B Simplicity ConservativML Ser R Class B Simplicity ModerateML Ser R Class B Simplicity ModerateMLCAP Class A Simplicity ConservativeMLCAP Class A Simplicity ModerateMLIA Class A Simplicity ConservativeMLIA Class A Simplicity ModerateMLIA Class B Simplicity ConservativeMLIA Class B Simplicity ModerateMLIP Class A Simplicity ConservativeMLIP Class A Simplicity ModerateMLIP Class B Simplicity ConservativeMLIP Class B Simplicity ModerateMorgan Meighen Income Pooled FundNational Bank Conservative Diversified FundNational Bank Conservative Strategy Portfolio NRNational Bank Dividend FundNational Bank Income & Growth Managed PortfolioNational Bank Income Managed PortfolioNational Bank Moderate Diversified FundNational Bank Monthly Conservative Income FundNational Bank Monthly Secure Income FundNational Bank Secure Strategy Portfolio NRNational Bank Stable Income Managed PortfolioNorthwest Select Conservative Portfolio Class ANxT EQ35 Income & Growth Fund C$O'Leary Canadian Income Opportunitites FundPIE Income Class A-1 Series APrimerica Income FundPRO SSQ Conservative Fundamental GIF PortfolioProfessionals' Balanced FundQuadrus Conservative Folio FundQuadrus Fixed Income Corporate ClassQuadrus London Capital Income Plus FundQuadrus Moderate Folio FundRBC Managed Payout SolutionRBC Managed Payout Solution - EnhancedRBC Select Very Conservative PortfolioRenaissance Optimal Income Portfolio Class AScotia INNOVA Balanced Income Portfolio Class AScotia INNOVA Income Portfolio Class AScotia Partners Income & Modest Growth PortfolioScotia Selected Income & Modest Growth PortfolioSEI Conservative Monthly Income Fund Class OSEI Income 20/80 Fund Class - OSEI Income 30/70 Fund Class - OSEI Income 40/60 Fund Class - OSelect 100i Managed Portfolio Corporate Class ASelect Income Managed Corporate ClassSocieTerra Secure Market PortfolioStandard Life Conservative Portfolio A-SeriesStandard Life Conservative Portfolio Class AStandard Life Diversified Income A-SeriesStandard Life Ideal Conservative Portfolio BELStandard Life Ideal Moderate Portfolio BELStandard Life SI Ideal Select Conservative Pf 100Standard Life SI Ideal Select Moderate Port 100Steadyhand Income FundTD Advantage Balanced Income Portfolio ITD Comfort Balanced Income Portfolio ITD FundSmart Mgd Income Portfolio - ITD Income Advantage Portfolio - Investor SeriesTD Mgd Income Portfolio - ITD Mgd Index Income Port - ITitan Balanced Income Portfolio Series ATLC TD Income Advantage GIFTrans GROWSafe3 Conservative Asset All GIF 100/100Trans TD Dividend Balanced 5FL GIPTrans TD Income Advantage 5FL GIFUnited - Institutional Managed Portfolio i100 FUnited Institutional Managed Income PoolVertex Enhanced Income Fund Class BUpdated: Sep 01, 2010