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.
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 AAcuity Pooled Global Dividend FundAcuity Pooled Global Equity FundAcuity Social Values Global Equity Fund Class AAEGON Fund Mgmt imaxx Global Equity Growth FundAEGON Fund Mgmt imaxx Global Equity Value FundAEGON Fund Mgmt imaxx TOP Aggressive Growth PortAGF Aggressive Global Stock Fund C$AGF Elements Global Portfolio Class MF SeriesAGF Elements Global Portfolio Mutual Fund SeriesAGF Global Dividend Fund C$AGF Global Equity Class C$AGF Global Equity Fund C$AGF Global Value Class C$AGF Global Value Fund C$Allegro Aggressive PortfolioAllegro Growth Portfolio Class AAlto Aggressive Portfolio Series AArk NorthRoad Global Fund Series AArtisan Maximum Growth PortfolioAssumption/CI Global Managers AAssumption/CI Synergy Global Corp Cl AAssumption/Fidelity NorthStar AAssumption/MB Global Equity AAstra AllianceBernstein Global Equity FundAstra Global EquityAstra UBS Global High IncomeAXA FT Quotential Global Growth A GIFAXA FT Quotential Maximum Growth A GIFAXA Rosenberg Global Equity A GIFAxiom All Equity Portfolio Class ABarometer Equity Pool ABarometer Tactical Exchange Traded Fund PoolBatirente Global Equity FundBernstein Global Blend EquityBeutel Goodman World Focus Equity FundBissett Multinational Growth Corporate Class ABissett Multinational Growth Fund Series ABlack Creek Focus FundBMO Aggressive Growth ETF PortfolioBMO FundSelect Aggressive Growth PortfolioBMO GDN Aggressive Growth ETF Portfolio Advisor SrBMO GDN Aggressive Growth SolutionBMO GDN Global Absolute Return Class Advisor SerBMO GDN Global Absolute Return FundBMO GDN Global Dividend Class Advisor SeriesBMO GDN Global Equity Class Advisor SeriesBMO GDN Global Equity FundBMO GDN Global Infrastructure Fund Advisor SerBMO GDN SelectClass Aggressive Gro Port AdvisorBMO GDN Sustainable Opportunities Cl Adv SrBMO Global Dividend ClassBMO Global Equity ClassBMO Global Infrastructure FundBMO Global Infrastructure Index ETFBMO Global Monthly Income FundBMO MatchMaker Aggressive Growth PortfolioBMO SelectClass Aggressive Growth PortfolioBMO Sustainable Opportunities ClassBrandes Global Equity Fund Class A C$Brandes Global Equity Fund Class ANCambridge Global Equity Corporate ClassCAN Global Infrastructure Equity (LC) 75/75CAN Global Value (M) 75/75Canada Life Aggressive Allocation GensCanada Life Global Equity Fund (Fidelity) GensCanada Life Global Equity Fund (IVZ) GensCanada Life Global Equity Fund (Laketon)S5034Canada Life Global Future Fund (M) GensCanada Life NorthStar (Fidelity) GensCapital International - Global Equity Class ACDA Aggressive Growth Portfolio (CI)CDA Global Growth (Capital)CI Aggressive Growth Portfolio GIFCI Global Corporate Class A C$CI Global Equity Segregated Fund ICI Global Equity Segregated Fund IICI Global Fund Class A C$CI Global GIFCI Global GIF 75/100CI Global High Dividend Advantage Corporate Cl AC$CI Global High Dividend Advantage Fund Class A C$CI Global Managers Corporate Class A C$CI Global Segregated FundCI Global Value Corporate Class A C$CI Global Value Fund Class A C$CI Global Value GIFCI Global Value GIF 75/100CI Global Value Segregated FundCI Signature Select GlobalCIBC Global Equity FundClarica MVP Global Equity FundClarica SF CI Global FundClarica SF CI Harbour Foreign Equity ClassClarica SF CI Harbour Global Equity FundClarica SF Portfolio Series Maximum Growth FundClaymore Global Infrastructure ETFCompass Growth PortfolioCompass Maximum Growth PortfolioConnor, Clark & Lunn Global Financials II - FCopernican British Banks FundCopernican International Premium Dividend FundCopernican World Banks Split Inc.Copernican World Financial Infrastructure TrustCounsel All Equity Portfolio Series ACriterion Global Dividend Currency Hedged Fund ACrystal Enlightened Growth FundDesjardins Global All Cap Equity FundDesjardins Global Equity Value FundDFS Bernstein Global Equity Value FundDFS Ethical Global Equity FundDFS GIF - Global - Fidelity Series 3DFS GIF - Global Equity - AllianceBernstein Ser 5DFS Hexavest Global Equities FundDFS McLean Budden Global Equity FundDFS MFS Global EquityDFS Sprucegrove Global EquityDFS Trimark FundDMP Global Value ClassDMP Power Global Growth ClassDynamic Global Discovery Class Series A C$Dynamic Global Discovery Fund Series ADynamic Global Dividend Value Class Series A C$Dynamic Global Dividend Value Fund Series A C$Dynamic Global Infrastructure Fund Series ADynamic Global Value Class Series A C$Dynamic Global Value Fund Series ADynamic Power Global Growth Class Series A C$Dynamic Protected Global Value FundDynamicEdge Equity Class Portfolio A C$DynamicEdge Equity Portfolio A C$EdgePoint Global PortfolioEdgePoint Global Portfolio "A" Non HSTEducators Global FundEFG Private Portfolio Global Equity Class IEmpire Global Dividend Growth Fund - AEmpire Global Equity Fund - AEquitable Life Dynamic Power Global Growth FundEquitable Life Quotential Global Growth PortfolioEquitable Life Quotential Maximum Growth PortfolioEquitable Life Templeton Growth FundEthical Global Dividend Fund Class AEthical Global Equity Fund Class AExemplar Global Opportunities Portfolio Series AFaithLife Global Equity 2FÉRIQUE World FundFGF Global Index FundFidelity Global Class Series AFidelity Global Disciplined Equity Class Ser A C$Fidelity Global Disciplined Equity Curr Neut Cl AFidelity Global Disciplined Equity Fund Ser A C$Fidelity Global Dividend Class Series A C$Fidelity Global Dividend Fund Series A C$Fidelity Global Equity Currency Neutral Priv Pl BFidelity Global Equity Private Pool Series BFidelity Global Fund Series A C$Fidelity Global Opportunities Fund Series A C$Fidelity NorthStar Class Series A C$Fidelity NorthStar Fund Series A C$Fiera Global EquityFirst Trust Global Capital Strength Portfolio AFMOQ International Equity FundFranklin World Growth Corporate Class AFranklin World Growth Fund Series OGlobal Iman FundGoodman & Company Equity Income StrategyGoodman & Company Global Value StrategyGWL Aggressive Portfolio Fund (G) NLGWL Foreign Equity Fund (M) NLGWL Global Equity (S) NLGWL Global Equity Portfolio (G) NLGWL Global Infrastructure Equity (LC) 75/75Harbour Foreign Equity Corporate ClassHarmony Growth Plus PortfolioHarmony Growth Plus Portfolio Class (Wrap)Harmony Maximum Growth PortfolioHarmony Maximum Growth Portfolio Class (Wrap)Harmony Non-traditional Pool Class (Wrap)Harmony Non-traditional Pool Fund (Wrap)Hartford Capital Appreciation DHartford Global Leaders DHartford U.S. Stock DHorizons AlphaPro Global Dividend ETFHSBC Global Climate Change Fund Investor SeriesHSBC Global Equity Fund Investor SeriesHSBC LifeMap Aggressive Growth PortfolioHSBC LifeMap MM Aggressive Growth PortfolioIA Clarington Global Dividend Fund Series T6 C$IA Clarington Global Dividend GIF - Guarantee AIA Clarington Global Dividend GIF - Guarantee BIA Clarington Global Equity Class Series AIA Clarington Global Equity Fund Series A C$IA Clarington Global Equity GIF - Guarantee AIA Clarington Global Equity GIF - Guarantee BIA Clarington Global Value Fund - Series AIA Clarington Global Value GIF - Guarantee AIA Clarington Global Value GIF - Guarantee BIA Clarington Inhance Global Equity SRI Class AIA Ecoflex Fidelity NorthStarIA Ecoflex Global Dividend (Dynamic)IA Ecoflex Global Equity (Oppenheimer)IA Ecoflex Global Equity (Templeton)IA Ecxtra Global EquityIA Global Equity (Artio)IA Global Equity (AXA Rosenberg)IA Global Equity (Brandywine)IA Global Equity (Hexavest)IA Global Equity (McLean Budden)IA Global Equity (Oppenheimer)IA Global Equity (Trimark)IA Ultraflex R-M Global Equities FundIAP Ecxtra Global Dividend (BNP Paribas)IAP Ecxtra Global Equity (Mac Cundill)IFM Monitored World EquityIG AGF Global Equity ClassIG AGF Global Equity FundIG Mackenzie Cundill Global Value Class Series AIG Mackenzie Cundill Global Value Fund Series AIG Mackenzie Ivy Foreign Equity ClassIG Mackenzie Universal Global Growth Class AIG/GWL Allegro Aggressive PortfolioIG/GWL Alto Aggressive GIF 75/75 AIG/GWL Alto Aggressive PortfolioIG/GWL Global GIF 75/75 AIG/GWL Global Segregated Fundimaxx TOP Aggressive Growth GIP 75/75imaxx TOP Global Managers GIP 75/75Integra Acadian Global Equity FundIntegra Newton Global Equity FundInvesco Core Global Equity ClassInvesco Global Equity Class Series AInvesco Global Equity Fund Series AInvesco Global Growth Class Series A C$Invesco Intactive Maximum Growth PortfolioInvestors Global ClassInvestors Global FundInvestors Global Infrastructure ClassInvestors Growth PortfolioInvestors Summa Global SRI Class Series AInvestors Summa Global SRI Fund Series CInvestors World Growth PortfolioiShares MSCI World Index FundKeystone Investment Maximum Equity GrowthKeystone Maximum Equity GrowthKeystone Maximum Growth Portfolio FundKeystone Maximum Growth Portfolio Segregated FundLa Capitale Aggressive Ind Acct - AGFLa Capitale Global Balanced Mng - AGFLa Capitale Global Eq Mng - DynamicLakeview DL U.S. Equity Fund U$LON Global Infrastructure Equity (LC) 75/75London Life Aggressive Profile FundLondon Life Foreign Equity Fund (Mackenzie)London Life Global Equity Fund (LC)London Life Global Equity Profile FundLondon Life Global Opportunity Fund (Mackenzie)Mac Cundill Value Class Series AMac Cundill Value Fund Series AMac Cundill Value GIF Core Series A C$Mac Cundill Value GIF Core Series I C$Mac Cundill Value GIF Intermediate Sr A C$Mac Cundill Value Segregated FundMac Focus Class Series AMac Focus Fund Series A C$Mac Focus Segregated FundMac Founders Fund Series A C$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 FundMac STAR Canadian Maximum Equity GrowthMac STAR Foreign Maximum Equity GrowthMac STAR Maximum Equity GrowthMac Symmetry Equity Class Series AMac Universal Global Growth Class Series A C$Mac Universal Sustainable Opportunities Class AMac Unv Global Growth Fund Series AMac Unv Global Infrastructure Fund Series T5 C$Manulife GIF 1 CI Cambridge Global EquityManulife GIF 1 Fidelity NorthStarManulife GIF 1 Global OpportunitiesManulife GIF 2 Renaissance Global MarketsManulife GIF MLIA A Trimark Select GrowthManulife GIF MLIA B Trimark Select GrowthManulife GIF MLIA A Ivy Foreign Equity Fund (Mac)Manulife GIF MLIA A Renaissance Global MarketsManulife GIF MLIA B Fidelity NorthStarManulife GIF MLIA B Mac Cundill ValueManulife GIF MLIP A Renaissance Global MarketsManulife GIF Select E Global DividendManulife GIF Select Global DividendManulife GIF Select Orig AIC Global FocusedManulife Global Core Class Series AManulife Global Dividend Fund Series AManulife Global Dividend GIF Series 1Manulife Global Dividend Income Fund Series AManulife Global Dividend Income Seg 100%Manulife Global Dividend Income Seg 75%Manulife Global Equity Class Advisor SeriesManulife Global Focused ClassManulife Global Focused FundManulife Global Infrastructure ClassManulife Global Infrastructure Fund A C$Manulife Global Leaders Class Series AManulife Global Opportunities Class Series AManulife IVY Foreign Equity GIF (Mackenzie)Manulife Mawer Tax-Managed Growth GIF 1Manulife Mawer Tax-Managed Growth MLIA B Seg FdManulife MIX SEAMARK Total Equity GIF encoreManulife MLIA B CI Cambridge Global Equity SegManulife Series R A SEAMARK Total Global EquityManulife Tax-Managed Growth Fund Advisor SeriesManulife Total Global Equity Class Series AManulife Trimark Select Growth GIFMaritime Life MIX SEA Tot Glo Eq75%A(cl)Marquis Equity Portfolio Series AMarquis Institutional Equity Portfolio AMarquis Institutional Global Equity Portfolio CMatrix International Equity FundMawer Global Equity Fund Class AMB Global Equity (C$-Hedged) FundMB Global Equity Fund - PooledMB Global Equity Growth Fund - PooledMB Global Equity Value Fund - PooledMB Select Global Equity Fund - PooledMcLean Budden Global Equity Fund Class D C$MD Growth Investments Limited Class AMeritage Global Equity Portfolio - AMeritas International Equity FundMFC Global Pooled Global Equity FundMFS Global EquityMGS Global Dividend 75MGS Global Dividend FE2MLCAP Class B Global DividendMLI AXA Rosenberg Global Equity Trust FundMLI Global Dividend GIF 2MLI Global Dividend GIFe 2MLI JPMorgan Global Intrepid FundMLI Templeton Global Stock Trust FundMLIA Class A MIX SEA Total GlobalMLIA Class B Global DividendMLIP Class B Global DividendMorgan Meighen Global Pooled FundMutual Beacon Corporate Class AMutual Beacon Fund AMutual Beacon Guaranteed Investment FundMutual Discovery Corporate Class Series A C$Mutual Discovery Fund Series A C$National Bank Global Equity FundNational Bank Protected Global FundNexGen Global Dividend Registered FundNexGen Global Dividend Tax Managed ROCNorthwest Global Equity Corporate Class ANorthwest Global Equity Fund Series ANorthwest Select Global Maximum Growth Corp Cl ANorthwest Select Global Maximum Growth Portfolio AO'Leary Global Equity Income FundO'Leary Global Infrastructure Yield Fund Series AOmega Global Equity Fund - AOmega Global Opportunities Fund Series APH&N Community Values Global Equity Fund Series DPH&N Global Equity Fund Series DPier 21 WorldWide Equity StrategyPinnacle Global Equity Fund Class APortfolio Series Maximum Growth Fund Class APowerShares FTSE RAFI Global+ Fundamental Fund APowerShares Global Dividend Achievers Fund Ser APrimerica Aggressive Growth FundProfessionals' Global Equity FundQFM Global Equity Fund Series AQFM Global Sector Target Fund Series AQuadrus Mackenzie Universal Global Growth FundQuadrus Setanta Global Dividend Corporate ClassQuadrus Trimark Global Equity FundQuadrus US & International Equity Corporate ClassQuotential Global Growth Corp Class Port Ser A C$Quotential Global Growth Portfolio Series A C$Quotential Maximum Growth Corporate Class Pt A C$Quotential Maximum Growth Portfolio Series A C$RBC Aggressive Growth GIP Series IRBC DS All Equity Global PortfolioRBC Global Consumer and Financials FundRBC Global Dividend Growth FundRBC Global Dividend Growth GIFRBC Jantzi Global Equity FundRBC O'Shaughnessy Global Equity FundRBC Private Global Dividend Growth Pool Series FRBC Private World Equity Pool Series F C$RBC Select Aggressive Growth PortfolioRBC Select Choices Aggressive Growth PortfolioRenaissance Global Focus Fund Class ARenaissance Global Growth FundRenaissance Global Infrastructure FundRenaissance Global Markets FundRenaissance Global Value FundRenaissance Optimal Global Equity PortfolioROI Global Supercycle Funds Series A UnitsRussell Global Equity Class Series B C$Russell Global Equity Fund Series ARussell Global Equity Pool Series B C$Russell LifePoints All Equity Class Portfolio BRussell LifePoints All Equity Portfolio Class BSceptre Global Equity Fund Class AScotia Global Climate Change FundScotia Global Dividend FundScotia Global Growth FundScotia Global Opportunities FundScotia INNOVA Maximum Growth Portfolio Class AScotiabank Global Growth FundSEI Global Growth 100 Fund Class - OSEI Growth 100 Fund Class - OSelect 100e Managed Portfolio Corporate Class ASentry Infrastructure Series XSignature Select Global Corporate Class A C$Signature Select Global Fund Class A C$Sprott Global Equity Fund Series AStandard Life Global Dividend Growth A-SeriesStandard Life Global Dividend Growth Fund Class AStandard Life Global Equity A-SeriesStandard Life Global Equity Class A SeriesStandard Life Global Equity Focus A-SeriesStandard Life Global Portfolio A-SeriesStandard Life Global Portfolio Class AStandard Life Ideal Global Dividend Growth Fd BELStandard Life Ideal Global Equity Focus Fund BELStandard Life Ideal Global Equity Fund BELStandard Life SI Ideal Global Portfolio 100Standard Life SI Ideal Select Global Portfolio 100Steadyhand Global Equity FundStone & Co. Flagship Global Growth Fund ASunWise Elite CI Cambridge Global Equ Corp 100/100SunWise 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 Opportunities100/100SunWise Elite Plus CI Cambridge Glo EquCorp100/100SunWise Elite Plus Manulife Global Opportun100/100SunWise Elite Portfolio Series Maximum Gro 100/100SunWise 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 100/100SunWise 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 100/100SunWise II Portfolio Series Summit Max Gro 100/100SunWise II Trimark Select Growth Fund (Full)Synergy Global Corporate Class A C$TD Advantage Aggressive Growth Pt ITD Comfort Aggressive Growth Portfolio ITD Entertainment & Communications Fund - ITD Entertainment & Communications GIF IITD FundSmart Mgd Maximum Equity Growth Port - ITD Global Dividend Fund - ITD Global Equity Portfolio I SeriesTD Global Growth Fund I SeriesTD Global Growth GIFTD Global Multi-Cap Fund - ITD Global Sustainability Fund - Investor SeriesTD Global Value Fund - ITD Green Line Global Growth GIFTD Managed Maximum Equity Growth GIP IITD Managed Maximum Equity Growth Non-RSP GIP IITD Mgd Index Max Equity Growth Port - ITD Mgd Maximum Equity Growth Portfolio - ITempleton Growth Corporate Class A C$Templeton Growth Fund, Ltd. Series A C$Templeton Growth Guaranteed Investment FundTIS Preservation & Growth FundTLC AGF Elements Global GIFTLC Global Equity Growth GIFTLC Global Equity Index GIFTLC Global Equity Value GIFTLC Quotential Global Growth GIFTLC TOP Aggressive Growth GIPTLC TOP Global Managers GIPTmp Global Equity TrustTmp Global Stock TrustTradex Global Equity FundTrans AGF Global Value GIF 75/100Trans CI Global GIF 75/100Trans Fidelity Global GIF 75/100Trans Fidelity Global GIF 75/75Trans GROWSafe3 Global Growth GIF 100/100Trans TOP Aggressive Growth Portfolio 100/100Trans TOP Global Managers Portfolio 100/100Trans TOP Global Sectors Portfolio 100/100Transamerica Global Growth FundTrimark Fund - SCTrimark Global Dividend Class Series ATrimark Global Equity Private PoolTrimark Global Equity Private Pool - Currency NeutTrimark Select Growth ClassTrimark Select Growth FundTrimark Select Growth Seg FundUnited - Institutional Managed Portfolio e100 FVan Arbor World Advantage Fund Series AVPI Cardinal Foreign Equity Pool Series AWellington Mgmt Special EquityUpdated: Sep 01, 2010