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

Funds in the Global Equity category must invest in securities domiciled anywhere across the globe such that their average market capitalization is greater than the small/mid cap threshold, and invest more than 5% and less than 90% of their equity holdings in Canada or the U.S. Funds that do not meet any of the requirements of other geographic equity categories and have no formal restrictions that limit where they can invest will be assigned to this category.

Acuity Global Dividend Fund Class A
Acuity Pooled Global Dividend Fund
Acuity Pooled Global Equity Fund
Acuity Social Values Global Equity Fund Class A
AEGON Fund Mgmt imaxx Global Equity Growth Fund
AEGON Fund Mgmt imaxx Global Equity Value Fund
AEGON Fund Mgmt imaxx TOP Aggressive Growth Port
AGF Aggressive Global Stock Fund C$
AGF Elements Global Portfolio Class MF Series
AGF Elements Global Portfolio Mutual Fund Series
AGF Global Dividend Fund C$
AGF Global Equity Class C$
AGF Global Equity Fund C$
AGF Global Value Class C$
AGF Global Value Fund C$
Allegro Aggressive Portfolio
Allegro Growth Portfolio Class A
Alto Aggressive Portfolio Series A
Ark NorthRoad Global Fund Series A
Artisan Maximum Growth Portfolio
Assumption/CI Global Managers A
Assumption/CI Synergy Global Corp Cl A
Assumption/Fidelity NorthStar A
Assumption/MB Global Equity A
Astra AllianceBernstein Global Equity Fund
Astra Global Equity
Astra UBS Global High Income
AXA FT Quotential Global Growth A GIF
AXA FT Quotential Maximum Growth A GIF
AXA Rosenberg Global Equity A GIF
Axiom All Equity Portfolio Class A
Barometer Equity Pool A
Barometer Tactical Exchange Traded Fund Pool
Batirente Global Equity Fund
Bernstein Global Blend Equity
Beutel Goodman World Focus Equity Fund
Bissett Multinational Growth Corporate Class A
Bissett Multinational Growth Fund Series A
Black Creek Focus Fund
BMO Aggressive Growth ETF Portfolio
BMO FundSelect Aggressive Growth Portfolio
BMO GDN Aggressive Growth ETF Portfolio Advisor Sr
BMO GDN Aggressive Growth Solution
BMO GDN Global Absolute Return Class Advisor Ser
BMO GDN Global Absolute Return Fund
BMO GDN Global Dividend Class Advisor Series
BMO GDN Global Equity Class Advisor Series
BMO GDN Global Equity Fund
BMO GDN Global Infrastructure Fund Advisor Ser
BMO GDN SelectClass Aggressive Gro Port Advisor
BMO GDN Sustainable Opportunities Cl Adv Sr
BMO Global Dividend Class
BMO Global Equity Class
BMO Global Infrastructure Fund
BMO Global Infrastructure Index ETF
BMO Global Monthly Income Fund
BMO MatchMaker Aggressive Growth Portfolio
BMO SelectClass Aggressive Growth Portfolio
BMO Sustainable Opportunities Class
Brandes Global Equity Fund Class A C$
Brandes Global Equity Fund Class AN
Cambridge Global Equity Corporate Class
CAN Global Infrastructure Equity (LC) 75/75
CAN Global Value (M) 75/75
Canada Life Aggressive Allocation Gens
Canada Life Global Equity Fund (Fidelity) Gens
Canada Life Global Equity Fund (IVZ) Gens
Canada Life Global Equity Fund (Laketon)S5034
Canada Life Global Future Fund (M) Gens
Canada Life NorthStar (Fidelity) Gens
Capital International - Global Equity Class A
CDA Aggressive Growth Portfolio (CI)
CDA Global Growth (Capital)
CI Aggressive Growth Portfolio GIF
CI Global Corporate Class A C$
CI Global Equity Segregated Fund I
CI Global Equity Segregated Fund II
CI Global Fund Class A C$
CI Global GIF
CI Global GIF 75/100
CI Global High Dividend Advantage Corporate Cl AC$
CI Global High Dividend Advantage Fund Class A C$
CI Global Managers Corporate Class A C$
CI Global Segregated Fund
CI Global Value Corporate Class A C$
CI Global Value Fund Class A C$
CI Global Value GIF
CI Global Value GIF 75/100
CI Global Value Segregated Fund
CI Signature Select Global
CIBC Global Equity Fund
Clarica MVP Global Equity Fund
Clarica SF CI Global Fund
Clarica SF CI Harbour Foreign Equity Class
Clarica SF CI Harbour Global Equity Fund
Clarica SF Portfolio Series Maximum Growth Fund
Claymore Global Infrastructure ETF
Compass Growth Portfolio
Compass Maximum Growth Portfolio
Connor, Clark & Lunn Global Financials II - F
Copernican British Banks Fund
Copernican International Premium Dividend Fund
Copernican World Banks Split Inc.
Copernican World Financial Infrastructure Trust
Counsel All Equity Portfolio Series A
Criterion Global Dividend Currency Hedged Fund A
Crystal Enlightened Growth Fund
Desjardins Global All Cap Equity Fund
Desjardins Global Equity Value Fund
DFS Bernstein Global Equity Value Fund
DFS Ethical Global Equity Fund
DFS GIF - Global - Fidelity Series 3
DFS GIF - Global Equity - AllianceBernstein Ser 5
DFS Hexavest Global Equities Fund
DFS McLean Budden Global Equity Fund
DFS MFS Global Equity
DFS Sprucegrove Global Equity
DFS Trimark Fund
DMP Global Value Class
DMP Power Global Growth Class
Dynamic Global Discovery Class Series A C$
Dynamic Global Discovery Fund Series A
Dynamic Global Dividend Value Class Series A C$
Dynamic Global Dividend Value Fund Series A C$
Dynamic Global Infrastructure Fund Series A
Dynamic Global Value Class Series A C$
Dynamic Global Value Fund Series A
Dynamic Power Global Growth Class Series A C$
Dynamic Protected Global Value Fund
DynamicEdge Equity Class Portfolio A C$
DynamicEdge Equity Portfolio A C$
EdgePoint Global Portfolio
EdgePoint Global Portfolio "A" Non HST
Educators Global Fund
EFG Private Portfolio Global Equity Class I
Empire Global Dividend Growth Fund - A
Empire Global Equity Fund - A
Equitable Life Dynamic Power Global Growth Fund
Equitable Life Quotential Global Growth Portfolio
Equitable Life Quotential Maximum Growth Portfolio
Equitable Life Templeton Growth Fund
Ethical Global Dividend Fund Class A
Ethical Global Equity Fund Class A
Exemplar Global Opportunities Portfolio Series A
FaithLife Global Equity 2
FÉRIQUE World Fund
FGF Global Index Fund
Fidelity Global Class Series A
Fidelity Global Disciplined Equity Class Ser A C$
Fidelity Global Disciplined Equity Curr Neut Cl A
Fidelity Global Disciplined Equity Fund Ser A C$
Fidelity Global Dividend Class Series A C$
Fidelity Global Dividend Fund Series A C$
Fidelity Global Equity Currency Neutral Priv Pl B
Fidelity Global Equity Private Pool Series B
Fidelity Global Fund Series A C$
Fidelity Global Opportunities Fund Series A C$
Fidelity NorthStar Class Series A C$
Fidelity NorthStar Fund Series A C$
Fiera Global Equity
First Trust Global Capital Strength Portfolio A
FMOQ International Equity Fund
Franklin World Growth Corporate Class A
Franklin World Growth Fund Series O
Global Iman Fund
Goodman & Company Equity Income Strategy
Goodman & Company Global Value Strategy
GWL Aggressive Portfolio Fund (G) NL
GWL Foreign Equity Fund (M) NL
GWL Global Equity (S) NL
GWL Global Equity Portfolio (G) NL
GWL Global Infrastructure Equity (LC) 75/75
Harbour Foreign Equity Corporate Class
Harmony Growth Plus Portfolio
Harmony Growth Plus Portfolio Class (Wrap)
Harmony Maximum Growth Portfolio
Harmony Maximum Growth Portfolio Class (Wrap)
Harmony Non-traditional Pool Class (Wrap)
Harmony Non-traditional Pool Fund (Wrap)
Hartford Capital Appreciation D
Hartford Global Leaders D
Hartford U.S. Stock D
Horizons AlphaPro Global Dividend ETF
HSBC Global Climate Change Fund Investor Series
HSBC Global Equity Fund Investor Series
HSBC LifeMap Aggressive Growth Portfolio
HSBC LifeMap MM Aggressive Growth Portfolio
IA Clarington Global Dividend Fund Series T6 C$
IA Clarington Global Dividend GIF - Guarantee A
IA Clarington Global Dividend GIF - Guarantee B
IA Clarington Global Equity Class Series A
IA Clarington Global Equity Fund Series A C$
IA Clarington Global Equity GIF - Guarantee A
IA Clarington Global Equity GIF - Guarantee B
IA Clarington Global Value Fund - Series A
IA Clarington Global Value GIF - Guarantee A
IA Clarington Global Value GIF - Guarantee B
IA Clarington Inhance Global Equity SRI Class A
IA Ecoflex Fidelity NorthStar
IA Ecoflex Global Dividend (Dynamic)
IA Ecoflex Global Equity (Oppenheimer)
IA Ecoflex Global Equity (Templeton)
IA Ecxtra Global Equity
IA Global Equity (Artio)
IA Global Equity (AXA Rosenberg)
IA Global Equity (Brandywine)
IA Global Equity (Hexavest)
IA Global Equity (McLean Budden)
IA Global Equity (Oppenheimer)
IA Global Equity (Trimark)
IA Ultraflex R-M Global Equities Fund
IAP Ecxtra Global Dividend (BNP Paribas)
IAP Ecxtra Global Equity (Mac Cundill)
IFM Monitored World Equity
IG AGF Global Equity Class
IG AGF Global Equity Fund
IG Mackenzie Cundill Global Value Class Series A
IG Mackenzie Cundill Global Value Fund Series A
IG Mackenzie Ivy Foreign Equity Class
IG Mackenzie Universal Global Growth Class A
IG/GWL Allegro Aggressive Portfolio
IG/GWL Alto Aggressive GIF 75/75 A
IG/GWL Alto Aggressive Portfolio
IG/GWL Global GIF 75/75 A
IG/GWL Global Segregated Fund
imaxx TOP Aggressive Growth GIP 75/75
imaxx TOP Global Managers GIP 75/75
Integra Acadian Global Equity Fund
Integra Newton Global Equity Fund
Invesco Core Global Equity Class
Invesco Global Equity Class Series A
Invesco Global Equity Fund Series A
Invesco Global Growth Class Series A C$
Invesco Intactive Maximum Growth Portfolio
Investors Global Class
Investors Global Fund
Investors Global Infrastructure Class
Investors Growth Portfolio
Investors Summa Global SRI Class Series A
Investors Summa Global SRI Fund Series C
Investors World Growth Portfolio
iShares MSCI World Index Fund
Keystone Investment Maximum Equity Growth
Keystone Maximum Equity Growth
Keystone Maximum Growth Portfolio Fund
Keystone Maximum Growth Portfolio Segregated Fund
La Capitale Aggressive Ind Acct - AGF
La Capitale Global Balanced Mng - AGF
La Capitale Global Eq Mng - Dynamic
Lakeview DL U.S. Equity Fund U$
LON Global Infrastructure Equity (LC) 75/75
London Life Aggressive Profile Fund
London Life Foreign Equity Fund (Mackenzie)
London Life Global Equity Fund (LC)
London Life Global Equity Profile Fund
London Life Global Opportunity Fund (Mackenzie)
Mac Cundill Value Class Series A
Mac Cundill Value Fund Series A
Mac Cundill Value GIF Core Series A C$
Mac Cundill Value GIF Core Series I C$
Mac Cundill Value GIF Intermediate Sr A C$
Mac Cundill Value Segregated Fund
Mac Focus Class Series A
Mac Focus Fund Series A C$
Mac Focus Segregated Fund
Mac Founders Fund Series A C$
Mac Ivy Foreign Equity Class Series A C$
Mac Ivy Foreign Equity Fund Series A C$
Mac Ivy Foreign Equity GIF Core Series A C$
Mac Ivy Foreign Equity GIF Intermediate Sr A C$
Mac Ivy Foreign Equity Segregated Fund
Mac STAR Canadian Maximum Equity Growth
Mac STAR Foreign Maximum Equity Growth
Mac STAR Maximum Equity Growth
Mac Symmetry Equity Class Series A
Mac Universal Global Growth Class Series A C$
Mac Universal Sustainable Opportunities Class A
Mac Unv Global Growth Fund Series A
Mac Unv Global Infrastructure Fund Series T5 C$
Manulife GIF 1 CI Cambridge Global Equity
Manulife GIF 1 Fidelity NorthStar
Manulife GIF 1 Global Opportunities
Manulife GIF 2 Renaissance Global Markets
Manulife GIF MLIA A Trimark Select Growth
Manulife GIF MLIA B Trimark Select Growth
Manulife GIF MLIA A Ivy Foreign Equity Fund (Mac)
Manulife GIF MLIA A Renaissance Global Markets
Manulife GIF MLIA B Fidelity NorthStar
Manulife GIF MLIA B Mac Cundill Value
Manulife GIF MLIP A Renaissance Global Markets
Manulife GIF Select E Global Dividend
Manulife GIF Select Global Dividend
Manulife GIF Select Orig AIC Global Focused
Manulife Global Core Class Series A
Manulife Global Dividend Fund Series A
Manulife Global Dividend GIF Series 1
Manulife Global Dividend Income Fund Series A
Manulife Global Dividend Income Seg 100%
Manulife Global Dividend Income Seg 75%
Manulife Global Equity Class Advisor Series
Manulife Global Focused Class
Manulife Global Focused Fund
Manulife Global Infrastructure Class
Manulife Global Infrastructure Fund A C$
Manulife Global Leaders Class Series A
Manulife Global Opportunities Class Series A
Manulife IVY Foreign Equity GIF (Mackenzie)
Manulife Mawer Tax-Managed Growth GIF 1
Manulife Mawer Tax-Managed Growth MLIA B Seg Fd
Manulife MIX SEAMARK Total Equity GIF encore
Manulife MLIA B CI Cambridge Global Equity Seg
Manulife Series R A SEAMARK Total Global Equity
Manulife Tax-Managed Growth Fund Advisor Series
Manulife Total Global Equity Class Series A
Manulife Trimark Select Growth GIF
Maritime Life MIX SEA Tot Glo Eq75%A(cl)
Marquis Equity Portfolio Series A
Marquis Institutional Equity Portfolio A
Marquis Institutional Global Equity Portfolio C
Matrix International Equity Fund
Mawer Global Equity Fund Class A
MB Global Equity (C$-Hedged) Fund
MB Global Equity Fund - Pooled
MB Global Equity Growth Fund - Pooled
MB Global Equity Value Fund - Pooled
MB Select Global Equity Fund - Pooled
McLean Budden Global Equity Fund Class D C$
MD Growth Investments Limited Class A
Meritage Global Equity Portfolio - A
Meritas International Equity Fund
MFC Global Pooled Global Equity Fund
MFS Global Equity
MGS Global Dividend 75
MGS Global Dividend FE2
MLCAP Class B Global Dividend
MLI AXA Rosenberg Global Equity Trust Fund
MLI Global Dividend GIF 2
MLI Global Dividend GIFe 2
MLI JPMorgan Global Intrepid Fund
MLI Templeton Global Stock Trust Fund
MLIA Class A MIX SEA Total Global
MLIA Class B Global Dividend
MLIP Class B Global Dividend
Morgan Meighen Global Pooled Fund
Mutual Beacon Corporate Class A
Mutual Beacon Fund A
Mutual Beacon Guaranteed Investment Fund
Mutual Discovery Corporate Class Series A C$
Mutual Discovery Fund Series A C$
National Bank Global Equity Fund
National Bank Protected Global Fund
NexGen Global Dividend Registered Fund
NexGen Global Dividend Tax Managed ROC
Northwest Global Equity Corporate Class A
Northwest Global Equity Fund Series A
Northwest Select Global Maximum Growth Corp Cl A
Northwest Select Global Maximum Growth Portfolio A
O'Leary Global Equity Income Fund
O'Leary Global Infrastructure Yield Fund Series A
Omega Global Equity Fund - A
Omega Global Opportunities Fund Series A
PH&N Community Values Global Equity Fund Series D
PH&N Global Equity Fund Series D
Pier 21 WorldWide Equity Strategy
Pinnacle Global Equity Fund Class A
Portfolio Series Maximum Growth Fund Class A
PowerShares FTSE RAFI Global+ Fundamental Fund A
PowerShares Global Dividend Achievers Fund Ser A
Primerica Aggressive Growth Fund
Professionals' Global Equity Fund
QFM Global Equity Fund Series A
QFM Global Sector Target Fund Series A
Quadrus Mackenzie Universal Global Growth Fund
Quadrus Setanta Global Dividend Corporate Class
Quadrus Trimark Global Equity Fund
Quadrus US & International Equity Corporate Class
Quotential Global Growth Corp Class Port Ser A C$
Quotential Global Growth Portfolio Series A C$
Quotential Maximum Growth Corporate Class Pt A C$
Quotential Maximum Growth Portfolio Series A C$
RBC Aggressive Growth GIP Series I
RBC DS All Equity Global Portfolio
RBC Global Consumer and Financials Fund
RBC Global Dividend Growth Fund
RBC Global Dividend Growth GIF
RBC Jantzi Global Equity Fund
RBC O'Shaughnessy Global Equity Fund
RBC Private Global Dividend Growth Pool Series F
RBC Private World Equity Pool Series F C$
RBC Select Aggressive Growth Portfolio
RBC Select Choices Aggressive Growth Portfolio
Renaissance Global Focus Fund Class A
Renaissance Global Growth Fund
Renaissance Global Infrastructure Fund
Renaissance Global Markets Fund
Renaissance Global Value Fund
Renaissance Optimal Global Equity Portfolio
ROI Global Supercycle Funds Series A Units
Russell Global Equity Class Series B C$
Russell Global Equity Fund Series A
Russell Global Equity Pool Series B C$
Russell LifePoints All Equity Class Portfolio B
Russell LifePoints All Equity Portfolio Class B
Sceptre Global Equity Fund Class A
Scotia Global Climate Change Fund
Scotia Global Dividend Fund
Scotia Global Growth Fund
Scotia Global Opportunities Fund
Scotia INNOVA Maximum Growth Portfolio Class A
Scotiabank Global Growth Fund
SEI Global Growth 100 Fund Class - O
SEI Growth 100 Fund Class - O
Select 100e Managed Portfolio Corporate Class A
Sentry Infrastructure Series X
Signature Select Global Corporate Class A C$
Signature Select Global Fund Class A C$
Sprott Global Equity Fund Series A
Standard Life Global Dividend Growth A-Series
Standard Life Global Dividend Growth Fund Class A
Standard Life Global Equity A-Series
Standard Life Global Equity Class A Series
Standard Life Global Equity Focus A-Series
Standard Life Global Portfolio A-Series
Standard Life Global Portfolio Class A
Standard Life Ideal Global Dividend Growth Fd BEL
Standard Life Ideal Global Equity Focus Fund BEL
Standard Life Ideal Global Equity Fund BEL
Standard Life SI Ideal Global Portfolio 100
Standard Life SI Ideal Select Global Portfolio 100
Steadyhand Global Equity Fund
Stone & Co. Flagship Global Growth Fund A
SunWise Elite CI Cambridge Global Equ Corp 100/100
SunWise Elite CI Global Fund (Full)
SunWise Elite CI Global High Dividend Advantage(F)
SunWise Elite CI Global Value Fund (Full)
SunWise Elite CI Harbour Foreign Equity Corp (F)
SunWise Elite CI Synergy Global Corporate Fund (F)
SunWise Elite Dynamic Global Value Fund (Full)
SunWise Elite Fidelity NorthStar Fund (Full)
SunWise Elite Mac Cundill Value Fund (Full)
SunWise Elite Manulife Global Opportunities100/100
SunWise Elite Plus CI Cambridge Glo EquCorp100/100
SunWise Elite Plus Manulife Global Opportun100/100
SunWise Elite Portfolio Series Maximum Gro 100/100
SunWise Elite Trimark Select Growth Fund (Full)
SunWise I CI World Equity Fund 100%
SunWise I Fidelity International Portfolio 100%
SunWise I Portfolio Series Maximum Growth 100/100
SunWise I Trimark Select Growth Fund 100%
SunWise II CI Global Fund (Full)
SunWise II CI Global Value Fund (Full)
SunWise II CI Synergy Global Corp Class (Full)
SunWise II CI World Equity Fund (Full)
SunWise II Fidelity Global Portfolio (F)
SunWise II Fidelity Northstar Fund (Full)
SunWise II Portfolio Series Maximum Growth 100/100
SunWise II Portfolio Series Summit Max Gro 100/100
SunWise II Trimark Select Growth Fund (Full)
Synergy Global Corporate Class A C$
TD Advantage Aggressive Growth Pt I
TD Comfort Aggressive Growth Portfolio I
TD Entertainment & Communications Fund - I
TD Entertainment & Communications GIF II
TD FundSmart Mgd Maximum Equity Growth Port - I
TD Global Dividend Fund - I
TD Global Equity Portfolio I Series
TD Global Growth Fund I Series
TD Global Growth GIF
TD Global Multi-Cap Fund - I
TD Global Sustainability Fund - Investor Series
TD Global Value Fund - I
TD Green Line Global Growth GIF
TD Managed Maximum Equity Growth GIP II
TD Managed Maximum Equity Growth Non-RSP GIP II
TD Mgd Index Max Equity Growth Port - I
TD Mgd Maximum Equity Growth Portfolio - I
Templeton Growth Corporate Class A C$
Templeton Growth Fund, Ltd. Series A C$
Templeton Growth Guaranteed Investment Fund
TIS Preservation & Growth Fund
TLC AGF Elements Global GIF
TLC Global Equity Growth GIF
TLC Global Equity Index GIF
TLC Global Equity Value GIF
TLC Quotential Global Growth GIF
TLC TOP Aggressive Growth GIP
TLC TOP Global Managers GIP
Tmp Global Equity Trust
Tmp Global Stock Trust
Tradex Global Equity Fund
Trans AGF Global Value GIF 75/100
Trans CI Global GIF 75/100
Trans Fidelity Global GIF 75/100
Trans Fidelity Global GIF 75/75
Trans GROWSafe3 Global Growth GIF 100/100
Trans TOP Aggressive Growth Portfolio 100/100
Trans TOP Global Managers Portfolio 100/100
Trans TOP Global Sectors Portfolio 100/100
Transamerica Global Growth Fund
Trimark Fund - SC
Trimark Global Dividend Class Series A
Trimark Global Equity Private Pool
Trimark Global Equity Private Pool - Currency Neut
Trimark Select Growth Class
Trimark Select Growth Fund
Trimark Select Growth Seg Fund
United - Institutional Managed Portfolio e100 F
Van Arbor World Advantage Fund Series A
VPI Cardinal Foreign Equity Pool Series A
Wellington Mgmt Special Equity

Updated: Sep 01, 2010