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 Download Complete Fund List (as of Aug 26, 2010)
 
Select a category:

Financial Services Equity

Funds in the Financial Services Equity category must invest at least 90% of their equity holdings in the Financials sector according to S&P Global Industry Classification Standard (GICS).

AIC Global Financial Split Corp Class A Shares
Assumption/AGF Global Financ Serv Cl A
BMO Equal Weight US Banks Hedged to CAD Index ETF
BMO S&P/TSX Equal Weight Banks Index ETF
CIBC Financial Companies Fund
Claymore Equal Weight Banc&Lifeco Trust
Copernican World Banks Income and Growth Trust
Dynamic Financial Services Fund
Fidelity Global Financial Services Class Series A
Fidelity Global Financial Services Fund Ser A C$
First Asset CanBanc Income Fund
Investors Global Financial Services Class
Investors Global Financial Services Fund
iShares S&P/TSX Capped Financials Index Fund
Manulife American Advantage Fund
Manulife Global Advantage Fund
Manulife Global Wealth Management Fund
Trans IMS Canadian Financial Services Fund

Updated: Sep 01, 2010