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2010 Category Changes Announcement. more news

 

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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Global Equity Balanced

Funds in the Global Equity Balanced category must invest less than 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 Global High Income Fund Class A
Acuity Pooled Global Balanced Fund
Acuity Pooled Global High Income Fund
AEGON Fund Mgmt imaxx TOP Growth Portfolio
AGF Elements Growth Portfolio Class MF Series
AGF Elements Growth Portfolio Mutual Fund Series
AGF Monthly High Income Fund
AGF World Balanced Fund C$
Allegro Balanced Growth Portfolio Class A
Allegro Moderate Aggressive Canada Focus Port C
Allegro Moderate Aggressive Portfolio
Allegro Moderate Portfolio
Alpha Balanced Portfolio Class A
Alpha Global Portfolio Class A
Alpha Pooled Balanced Portfolio
Alpha Pooled Global Portfolio
Alto Moderate Aggressive Canada Focus Port Ser A
Alto Moderate Aggressive Portfolio Series A
Alto Moderate Portfolio Series A
Alto Monthly Income & Global Growth Port A
Artisan Growth Portfolio
Artisan High Growth Portfolio
Artisan Moderate Portfolio
Assumption/CI Global Boomernomics A
Astra Aggressive Strategy
AXA Franklin Growth GIF
AXA FT Quotential Growth A GIF
Axiom Foreign Growth Portfolio Class A
Axiom Global Growth Portfolio Class A
BMO FundSelect Growth Portfolio
BMO GDN Global Diversified Fund
BMO GDN Growth ETF Portfolio Advisor Series
BMO GDN Growth Solution
BMO GDN SelectClass Growth Portfolio Advisor Sr
BMO GDN U.S. Dollar Monthly Income Fund Adv Sr
BMO Growth ETF Portfolio
BMO MatchMaker Strat Growth Portfolio
BMO Nesbitt Burns Growth Portfolio Fund Class A
BMO SelectClass Growth Portfolio
BMO U.S. Dollar Monthly Income Fund
Brandes Global Balanced Fund
Caldwell Balanced Fund
CAN Core Balanced Growth Plus 75/75
CAN Core Moderate 75/75
CAN Global Balanced (M) 75/75
Canada Life Advanced Allocation Gens
Canada Life Managed Fund (Laketon) [S5035]
CDA Aggressive Index Portfolio (BGI)
CDA Balanced Portfolio (CI)
CDA Conservative Growth Portfolio (CI)
CDA Moderate Growth Portfolio (CI)
CI Global Balanced Corporate Class 75/100
CI Global Balanced Corporate Class GIF
CI Growth Portfolio GIF
CI Growth Portfolio GIF 75/100
CI Harbour Foreign Growth & Income Corp Cl A C$
CI International Balanced Corporate Class A C$
CI International Balanced Fund Class A C$
CI International Balanced GIF
CI International Balanced GIF 75/100
CI Moderate Portfolio GIF
CIBC APRS Aggressive Growth Non-RSP Portfolio
CIBC APRS Aggressive Growth RSP Portfolio
CIBC APRS Balanced Growth RSP Portfolio
CIBC APRS Growth Non-RSP Portfolio
CIBC APRS Growth RSP Portfolio
CIBC Growth Portfolio Non-RSP
CIBC IPRS Aggressive Growth Non-RSP Portfolio
CIBC IPRS Aggressive Growth RSP Portfolio
CIBC IPRS Growth Non-RSP Portfolio
CIBC IPRS Growth RSP Portfolio
CIBC Managed Aggressive Growth Portfolio Class A
CIBC Managed Balanced Growth Portfolio Class A
CIBC Managed Growth Portfolio Class A
CIBC PRS Aggressive Growth Non-RSP Portfolio
CIBC PRS Aggressive Growth RSP Portfolio
CIBC PRS Balanced Growth RSP Portfolio
CIBC PRS Growth Non-RSP Portfolio
CIBC PRS Growth RSP Portfolio
CIBC U.S. Dollar Managed Growth Portfolio
CIBC Very Aggressive Index Portfolio Non-RSP
CIBC Very Aggressive Index Portfolio RSP
CIBC Very Aggressive Portfolio Non-RSP
Clarica SF CI International Balanced Fund
Clarica SF Portfolio Series Balanced Fund
Clarica SF Portfolio Series Balanced Growth Fund
Clarica SF Portfolio Series Growth Fund
Claymore Balanced Gr CorePort ETF Comm
Co-operators Aggressive Portfolio VP
Compass Balanced Growth Portfolio
Connor, Clark & Lunn Growth Portfolio
Counsel Growth Portfolio Series A
Counsel World Managed Portfolio Series A
DFS Foresight 75/25 Portfolio
DFS Foresight 85/15 Portfolio
DFS GIF - Global Growth - Northwest Select Ser 3
DFS GIF - Global High Income - Multi-Managers Ser3
DFS GIF - Growth - Quotential Series 3
DFS GIF - Growth and Income - Northwest Series 3
Distinction Bold Class Series A
Distinction Bold Portfolio Series A
Distinction Growth Class Series A
Distinction Growth Portfolio Series A
DynamicEdge Growth Class Portfolio A C$
DynamicEdge Growth Portfolio A C$
EdgePoint Global Growth & Income Port "A" Non HST
EdgePoint Global Growth & Income Portfolio
Empire Global Balanced Fund - A
Empire Growth Portfolio Fund - A
Equitable Life Quotential Growth Portfolio
Equitable Life Trimark Global Balanced Fund
Ethical Select Global Growth Portfolio Class A
Excel Income and Growth Fund
Fidelity Global Balanced Class Portfolio Ser A C$
Fidelity Global Balanced Portfolio Series A C$
Fidelity Global Growth Class Portfolio Series A C$
Fidelity Global Growth Portfolio Series A C$
Fidelity Growth Class Portfolio Series A C$
Fidelity Growth Portfolio Series A C$
GBC Growth and Income Fund
GWL Balanced Portfolio Fund (G) NL
GWL Core Balanced Growth Plus 75/75
GWL Global Balanced (M) 75/75
Harmony Growth Portfolio
Harmony Growth Portfolio Class (Wrap)
Hartford Balanced Growth Portfolio A
Hartford Global Balanced A
Hartford Growth Portfolio A
HSBC LifeMap Growth Portfolio
HSBC LifeMap MM Growth Portfolio
IA Clarington Distinction Growth Port GIF A 100%
IA Ecflx Focus Aggressive
IA Global Dividends (ABN AMRO)
IAP Ecxtra Distinction Bold
IAP Ecxtra Distinction Growth
IG/GWL Allegro Moderate Aggressive CF Port
IG/GWL Allegro Moderate Aggressive Portfolio
IG/GWL Allegro Moderate Portfolio
IG/GWL Alto Moderate Aggressive Canada Focus Port
IG/GWL Alto Moderate Aggressive GIF 75/75 A
IG/GWL Alto Moderate Aggressive Portfolio
IG/GWL Alto Moderate Portfolio
imaxx Balanced Asset Allocation GIF 75/100
imaxx Growth Asset Allocation GIF 75/75
imaxx TOP Growth GIP 75/75
ING DIRECT Streetwise Balanced Growth Fund
Integra Diversified Fund Pooled
Invesco Intactive Balanced Growth Portfolio
Invesco Intactive Growth Portfolio
Investors Global Dividend Fund
Investors Growth Plus Portfolio
Investors Tactical Asset Allocation Fund
Keystone Balanced Growth Portfolio Fund
Keystone Balanced Growth Portfolio Segregated Fund
Keystone Growth Portfolio Fund Series A
Keystone Growth Portfolio Segregated Fund
Keystone Investment Long-Term Growth
Keystone Investment Maximum Long-Term Growth
Keystone Maximum Long-Term Growth
La Capitale Can Balanced Mng - Dynamic
La Capitale Growth Ind Acct - AGF
Leith Wheeler Balanced Fund
LON Core Balanced Growth Plus 75/75
LON Core Moderate 75/75
LON Global Balanced (M) 75/75
London Life Advanced Profile Fund
Mac Cundill Global Balanced Fund Series C C$
Mac Cundill Global Balanced GIF Core Ser A C$
Mac Cundill Global Balanced GIF Enhanced Ser A C$
Mac Cundill Global Balanced GIF Intermed Ser A C$
Mac Ivy Global Balanced Fund Series A C$
Mac Ivy Global Balanced GIF Core Series A C$
Mac Ivy Global Balanced GIF Enhanced Series A C$
Mac Ivy Global Balanced GIF Intermediate Sr A C$
Mac Ivy Global Balanced Segregated Fund
Mac Sentinel Diversified Income Fund Series T5
Mac STAR Canadian Maximum Long-Term Growth
Mac STAR Foreign Maximum Long-Term Growth
Mac STAR Investment Maximum Long-Term Growth
Mac STAR Maximum Long-Term Growth
Mac Symmetry One Growth Portfolio Series A
Mac Symmetry One Moderate Growth Port Ser A
Mac Symmetry One Reg Moderate Growth Port Ser A
Mac Symmetry One Registered Growth Portfolio Ser A
Manulife Bundle Fund Class A
Manulife CI Cambridge Bundle Fund Class A
Manulife Diversified Investment Fund Advisor Serie
Manulife Fidelity Disciplined Equity Bndl Fd Cl A
Manulife GIF 1 Canadian Balanced (Seamark)
Manulife GIF 1 Dynamic Bundle
Manulife GIF 1 Mawer Diversified Investment
Manulife GIF 2 Dynamic Bundle
Manulife GIF 2 Mawer Diversified Investment
Manulife GIF CAP A Mawer Diversified Investment
Manulife GIF CAP B Mawer Diversified Investment
Manulife GIF CAP Class A Dynamic Bundle Seg Fund
Manulife GIF MLIA A Dynamic Bundle Seg Fund
Manulife GIF MLIA A Mawer Diversified Investment
Manulife GIF MLIA B Dynamic Bundle Seg Fund
Manulife GIF MLIA B Mawer Diversified Investment
Manulife GIF MLIP A Mawer Diversified Investment
Manulife GIF MLIP B Dynamic Bundle Segregated Fund
Manulife GIF MLIP B Mawer Diversified Investment
Manulife GIF Sel 75 E Mawer Diversified Investment
Manulife GIF Sel Mawer Diversified Investment
Manulife GIF Select Dynamic Bundle
Manulife GIF Select Dynamic Bundle EstatePlus
Manulife GIF Select E Dynamic Bundle EstatePlus
Manulife GIF Select E Mawer Diversif Investment
Manulife GIF Select E Mawer Diversif Investment E+
Manulife GIF Select E Simplicity Growth Port E+
Manulife GIF Select E Simplicity Growth Portfolio
Manulife GIF Select Fidelity Bundle
Manulife GIF Select Invesco Bundle
Manulife GIF Select Mac Cundill Glb Bal
Manulife GIF Select Mackenzie Bundle
Manulife GIF Select Mawer Diversif Investment
Manulife GIF Select Mawer Diversif Investment E+
Manulife GIF Select Orig Dynamic Bundle
Manulife GIF Select Simplicity Growth Port E+
Manulife GIF Select Simplicity Growth Portfolio
Manulife GIFe 1 Dynamic Bundle
Manulife GIFe 1 Mawer Diversified Investment
Manulife GIFe 2 Dynamic Bundle
Manulife GIFe 2 Mawer Diversified Investment
Manulife Global Balanced Fund
Manulife Global Opportunities Balanced Fund Ser A
Manulife Growth Asset Allocation
Manulife Leaders Opportunities Portfolio serie A
Manulife RBC O'Shaughnessy Bundle Fund Class A
Manulife Renaissance Bundle Fund Class A
Manulife Simplicity Growth Portfolio GIF
Manulife Simplicity Growth Portfolio GIF encore
Manulife Simplicity Growth Portfolio GIF encore2
Manulife Simplicity Growth Portfolio GIF Series 2
Manulife Simplicity Growth Portfolio Series A
Marquis Growth Portfolio Series A
Marquis Institutional Balanced Growth Portfolio A
Marquis Institutional Growth Portfolio A
Mawer Canadian Diversified Investment Fund Cl A
MD Balanced Growth Portfolio
MD Maximum Growth Portfolio
Meritage Equity Portfolio - A
MGS Simplicity Growth Portfolio
MGS Simplicity Growth Portfolio Elite
ML Ser R Class A Simplicity Growth
ML Ser R Class B Simplicity Growth
ML Ser R Class B Simplicity Growth
MLCAP Class A Simplicity Growth
MLI Mac Cundill Global Balanced GIF 1
MLI Trimark Global Balanced Fund
MLIA Class A Simplicity Growth
MLIA Class B Simplicity Growth
MLIP Class A Simplicity Growth
MLIP Class B Simplicity Growth
National Bank Balanced Strategy Portfolio NR
National Bank Equity Strategy Portfolio NR
National Bank Growth Diversified Fund
National Bank Growth Managed Portfolio
National Bank Growth Strategy Portfolio NR
National Bank Monthly Equity Income Fund
National Bank Monthly High Income Fund
National Bank Protected Growth Balanced Fund
Northwest Growth & Income Corporate Class A
Northwest Growth & Income Fund Series A
Northwest Select Global Growth Corporate Cl Port A
Northwest Select Global Growth Portfolio Series A
NxT EQ75 Balanced Growth Fund C$
O'Leary Global Yield Opportunities Fund Series A
O'Leary Global Yield Opportunities Fund Series X
O'Leary Income Yield Class Series A
O'Leary Income Yield Fund Series A
Pinnacle Growth Portfolio
Portfolio Series Balanced Fund Class A
Portfolio Series Balanced Growth Fund Class A
Portfolio Series Growth Fund Class A
Primerica Growth Fund
Primerica Moderate Growth Fund
PRO SSQ Aggressive Fundamental GIF Portfolio
PRO SSQ Growth Fundamental GIF Portfolio
Quadrus Advanced Folio Fund
Quotential Growth Corporate Class Portfolio A C$
Quotential Growth Portfolio Series A C$
RBC DS Growth Global Portfolio
RBC Growth GIP Series I
RBC Jantzi Balanced Fund Series A
RBC Select Choices Growth Portfolio
RBC Select Growth Portfolio
ROI Global Retirement Fund Series A
Russell LifePoints Long-Term Growth Cl Portfolio B
Russell LifePoints Long-Term Growth Portfolio Cl B
Scotia INNOVA Growth Portfolio Class A
Scotia Partners Aggressive Growth Portfolio
Scotia Partners Moderate Growth Portfolio
Scotia Selected Aggressive Growth Portfolio
Scotia Selected Moderate Growth Portfolio
SEI Growth 70/30 Fund Class - O
SEI Growth 80/20 Fund Class - O
Select 20i80e Managed Portfolio Corporate Class A
Select 30i70e Managed Portfolio Corporate Class A
Select 40i60e Managed Portfolio Corporate Class A
Skylon Growth & Income Trust
SocieTerra Growth Plus Portfolio
Standard Life Aggressive Portfolio A-Series
Standard Life Aggressive Portfolio Class A
Standard Life Dividend Growth & Income Port A
Standard Life Dividend Growth & Income Port Cl A
Standard Life Growth Portfolio A-Series
Standard Life Growth Portfolio Class A
Standard Life Ideal Aggressive Portfolio BEL
Standard Life Ideal Growth Portfolio BEL
Standard Life SI Ideal Dividend Growth & Inc P 100
Standard Life SI Ideal FT Quotential Growth Pf 100
Standard Life SI Ideal LifePoints L-T Growth P 100
Standard Life SI Ideal Select Aggressive Port 100
Standard Life SI Ideal Select Div Grth & Inc P 100
Standard Life SI Ideal Trimark Global Balanced 100
SunWise Elite CI Harbour Forgn Gro & Inc Corp (F)
SunWise Elite CI International Balanced Fd (Full)
SunWise Elite Northwest Growth & Income 100/100
SunWise Elite Plus Northwest Growth&Income 100/100
SunWise Elite Portfolio Series Balanced 100/100
SunWise Elite Portfolio Series Balanced Gro100/100
SunWise Elite Portfolio Series Growth 100/100
SunWise Elite Trimark Global Balanced Fund (Full)
SunWise Elite United IMP I100 100/100
SunWise Elite United IMP I70/E30 100/100
SunWise Elite United IMP I80/E20 100/100
SunWise I Portfolio Series Balanced Fund 100/100
SunWise I Portfolio Series Balanced Growth 100/100
SunWise I Portfolio Series Growth Fund 100/100
SunWise II CI Global Balanced Corporate Class (F)
SunWise II CI International Balanced Fund (Full)
SunWise II Port Series Summit Bal Gro 100/100
SunWise II Portfolio Series Balanced 100/100
SunWise II Portfolio Series Balanced Growth100/100
SunWise II Portfolio Series Growth 100/100
SunWise II Trimark Global Balanced Fund (Full)
TD Advantage Growth Portfolio - Investor Series
TD Comfort Growth Portfolio - I
TD FundSmart Mgd Aggressive Growth Port - I
TD Gtd Managed Index Non Reg Fund
TD Gtd Mgd Aggressive Growth Fund Non Registered
TD Managed Aggressive Growth GIP
TD Managed Aggressive Growth Non-RSP GIP II
TD Mgd Aggressive Growth Portfolio - I
TD Mgd Index Aggressive Growth Port - I
Titan Growth Portfolio Series A
TLC AGF Elements Balanced GIF
TLC AGF Elements Growth GIF
TLC Fidelity Global Disciplined Balanced GIP
TLC Growth Asset Allocation GIF
TLC Quotential Growth GIF
TLC TOP Growth GIP
Trans CI International Balanced GIF 75/100
Trans Fidelity Global Disciplined Balanced 5FL GIP
Trans GROWSafe U.S. Balanced Fund
Trans GROWSafe3 Growth Asset Allocation GIF100/100
Trans Growth Asset Allocation 5FL GIF
Trans TOP Growth Portfolio 100/100
Transamerica TOP Growth GIP
Trimark Global Balanced Class C$
Trimark Global Balanced Fund
Trimark Monthly Income Private Pool
Trimark World Bal Private Pool - Currency Neutral
Trimark World Balanced Private Pool
United - Institutional Managed Portfolio i60e40 F
United - Institutional Managed Portfolio i70e30 F
United - Institutional Managed Portfolio i80e20 F
Vertex Managed Value Portfolio Class A

Updated: Sep 01, 2010