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)
Global Fixed Income Balanced
Funds in the Global Fixed Income 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 5% but less than 40% of their total assets in equity securities.
Acuity Diversified Income Class AAcuity Diversified Income Fund Class AAcuity Pooled Diversified Income FundAGF Elements Conservative Portfolio Class MFSeriesAGF Elements Conservative Portfolio MF SeriesAGF Elements Yield Portfolio Mutual Fund SeriesAXA Franklin Balanced Income GIFBMO FundSelect Security PortfolioBMO GDN Conservative SolutionBMO GDN Security ETF Portfolio Advisor SeriesBMO GDN SelectClass Security Portfolio Advisor SrBMO MatchMaker Strat Security PortfolioBMO Security ETF PortfolioBMO SelectClass Security PortfolioCAN Core Conservative Growth 75/75CDA Conservative Index Portfolio (BGI)CDA Income Portfolio (CI)CIBC APRS Income Plus Non-RSP PortfolioCIBC APRS Income Plus RSP PortfolioCIBC IPRS Income Plus Non-RSP PortfolioCIBC IPRS Income Plus RSP PortfolioCIBC Managed Income Plus Portfolio Class ACIBC PRS Income Plus Non-RSP PortfolioCIBC PRS Income Plus RSP PortfolioClarica SF Portfolio Series Income FundDFS GIF - Diversified Income - Quotential Series 3Equitable Life Quotential Diversified Income PortFidelity ClearPath 2005 Portfolio Series AFidelity Global Income Class Portfolio Series A C$Fidelity Global Income Portfolio Series A C$Fidelity Income Class Portfolio Series A C$Fidelity Income Portfolio Series A C$GWL Core Conservative Growth 75/75GWL Core Moderate 75/75Hartford Conservative Portfolio AInvesco Intactive Diversified Income PortfolioiShares Conservative Core Portfolio Builder FundLa Capitale Conservative Ind Acct - AGFLON Core Conservative Growth 75/75Mac STAR Canadian Conservative Income and GrowthMac Symmetry One Conservative Portfolio Series AMac Symmetry One Registered Conservative Port Sr AManulife Leaders Balanced Income Portfolio AManulife Yield Opportunities Class Advisor SeriesManulife Yield Opportunities Fund Advisor SeriesMatrix International Balanced FundMatrix International Income Balanced FundMcLean Budden LifePlan ® Retirement Fund Cl VMDPinnacle Conservative Balanced Growth PortfolioPinnacle Conservative Growth PortfolioPortfolio Series Income Fund Class AQuotential Diversified Income Corp Class Port Sr AQuotential Diversified Income Portfolio Series ARBC $U.S. Income Fund Series ARBC Conservative GIP Series IRBC Select Choices Conservative PortfolioRussell LifePoints Balanced Income Portfolio Cl BRussell Retirement Essentials Class Portfolio BRussell Retirement Essentials Portfolio Series BScotia Partners Diversified Income PortfolioSelect 70i30e Managed Portfolio Corporate Class ASelect 80i20e Managed Portfolio Corporate Class ASkylon High Yield & Mortgage Plus TrustStandard Life SI Ideal FT Quotential Div Inc P 100Standard Life SI Ideal LifePoints Bal Inc P 100Standard Life SI Ideal Russell Retire Essen Pf 100SunWise Elite Portfolio Series Income 100/100SunWise I Portfolio Series Income Fund 100/100SunWise II Portfolio Series Income Fund 100/100Trans AGF Elements Conservative 5FL GIFTrans TOP Conservative Portfolio 100/100Transamerica TOP Conservative GIPUnited - Institutional Managed Portfolio i20e80 FUnited - Institutional Managed Portfolio i30e70 FUpdated: Sep 01, 2010