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.
Print Fund Categories
Print Category Flow Chart
Imprimer les Catégories de Fonds
Download Complete Fund List (as of Aug 26, 2010)
Greater China Equity
Funds in the Greater China Equity category must invest at least 90% of their equity holdings in securities domiciled in China, Hong Kong or Taiwan.
AGF China Focus Class C$BMO China Equity Hedged to CAD ETFBMO GDN Greater China Class Advisor SeriesBMO Greater China ClassClaymore China ETFExcel China FundFidelity China Class Series A C$Fidelity China Fund Series A C$HSBC Chinese Equity Fund Investor SeriesInvestors Greater China Class AInvestors Greater China Fund Series AiShares China Index FundManulife China Class Series APowerShares Golden Dragon China Class APro FTSE RAFI Hong Kong China Index FundPRO SSQ Hong Kong China Fundamental Equity GIFRenaissance China Plus FundSentry China Fund Series XUpdated: Sep 01, 2010