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 10% 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.
Aberdeen Canada - Global EquityAberdeen Canada - Socially Rspnb GlobalAberdeen Canada - Socially Rspnb IntlAEGON imaxx Global Equity Growth Fund Class AAEGON imaxx TOP Aggressive Growth Portfolio AAGF Aggressive Global Stock FundAGF Elements Global Portfolio Class MF SeriesAGF Elements Global Portfolio Mutual Fund SeriesAGF Global Core Equity PooledAGF Global Dividend Fund Mutual Fund SeriesAGF Global Equity ClassAGF Global Equity FundAGF Global Value ClassAGF Global Value FundAIC Global Premium Dividend Income Seg 100%AIC Global Premium Dividend Income Seg 75%Allegro Aggressive Portfolio Series CAllegro Growth Portfolio Class AAlto Aggressive Portfolio Series AArtio Global Equity (Canada)Assumption/CI Global Managers AAssumption/CI Synergy Global Corp Cl AAssumption/Fidelity NorthStar AAssumption/MB Global Equity AASTRA Calamos Global EquityASTRA Hexavest Hedged Global EquityASTRA Lazard Global EquityASTRA UBS Global High IncomeAxiom All Equity Portfolio Class ABarometer Equity Pool Class ABarometer Global Equity Pool Class ABernstein Global Blend EquityBeutel Goodman Global Dividend Fund Class BBeutel Goodman Global Equity Fund Class DBeutel Goodman World Focus Equity Fund Class DBlackRock CDN Glbl Infras Eq Idx Cl DBlackRock CDN MSCI ACWI ex-Canada IndexBMO Aggressive Growth ETF Portfolio Class Sr ABMO Aggressive Growth Solution - AdvisorBMO FundSelect Aggressive Growth PortfolioBMO Global Absolute Return Fund - AdvisorBMO Global Dividend Class Series ABMO Global Equity Class Series ABMO Global Infrastructure FundBMO Global Infrastructure Fund - AdvisorBMO Global Infrastructure Index ETFBMO MatchMaker Aggressive Growth PortfolioBMO SelectClass Aggressive Growth Portfolio Ser ABMO Sustainable Opportunities Class Series ABrandes Global Equity Fund Class ABrandes Global Equity Fund Class ANBrandes Global Opportunities Fund Class ACAN Cundill Global Value (M) 75/75CAN Global Infrastructure Equity (LC) 75/75Canada Life Aggressive Allocation GensCanada Life Global Equity Fund (Fidelity) GensCanada Life Global Equity Fund (IVZ) GensCanada Life Global Equity Fund (Setanta)S5034Canada Life Global Future Fund (M) GensCapital International - Global Equity Series ACC&L Australian Banc Income Fund Class FCDA Aggressive Growth Portfolio (CI)CDA Global Growth (Capital)CI Aggressive Growth Portfolio GIFCI Black Creek Global Leaders Corporate Class ACI Black Creek Global Leaders Fund DCI Cambridge Global Equity Corporate Class ACI Global Corporate Class ACI Global Equity II Segregated FundCI Global Equity Segregated Fund ICI Global Fund Class ACI Global GIF 75/100 Class BCI Global GIF Class ACI Global High Dividend Advantage Corporate Cl ACI Global High Dividend Advantage Fund Class ACI Global Managers Corporate Class ACI Global Segregated FundCI Global Value Corporate Class ACI Global Value Fund Class ACI Global Value GIFCI Global Value GIF 75/100CI Global Value Segregated FundCI Harbour Foreign Equity Corporate Class ACI Portfolio Series Maximum Growth Fund Class ACI Select 100e Managed Portfolio Corporate Cl ACI Signature Global Dividend Corporate Class ACI Signature Global Dividend Fund ACI Signature Select GlobalCI Signature Select Global Corporate Class ACI Signature Select Global Fund Class ACI Synergy Global Corporate Class ACIBC Global Equity FundCIBC Global Equity Growth (ACWI) PoolCIBC Global Technology FundCIBC Managed Aggressive Growth Portfolio Class AClarica 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 FundCo-operators Acuity Social Values Global Equity FuCompass Growth PortfolioCompass Maximum Growth PortfolioCounsel All Equity Portfolio Series ACounsel Global Dividend Series ACrystal Enlightened Growth FundDesjardins Financial Baillie Gifford Global EquityDesjardins Global All Cap Equity FundDesjardins Global Dividend FundDFA Global Equity Portfolio Class ADFS Baillie Gifford Global Equity FundDFS BlackRock Global Infrastructure Index FundDFS BlackRock MSCI All Country World Index Fund S1DFS Ethical Global Equity FundDFS Fiera Global Equity FundDFS GIF - Global - Fidelity Series 3DFS GIF - Global Dividend - Desjardins 5DFS GIF - Global Equity - MFS Series 5DFS Hexavest Global Equities FundDFS MFS Global EquityDFS MFS McLean Budden Global ResearchDFS Sprucegrove Global EquityDFS TOBAM Anti-Benchmark World Equity FundDFS Trimark FundDMP Power Global Growth ClassDundeeWealth Inv Counsel Global Value StrategyDynamic Global Discovery Class Series ADynamic Global Discovery Fund Series ADynamic Global Dividend Class Series ADynamic Global Dividend Fund Series ADynamic Global Infrastructure Fund Series ADynamic Global Value Class Series ADynamic Global Value Fund Series ADynamic Power Global Growth Class Series ADynamic Protected Global Value FundDynamicEdge Equity Class Portfolio ADynamicEdge Equity Portfolio AEdgePoint Global PortfolioEdgePoint Global Portfolio "A" Non HSTEdgePoint Global Portfolio "B" Non HSTEdgePoint Global Portfolio "F" Non HSTEFG 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 FundExcel Blue Chip FundExemplar Global Infrastructure Fund Series AFaithLife Global Equity 2FÉRIQUE World FundFGF Global Index FundFidelity Global Class Series AFidelity Global Disciplined Equity Class Ser AFidelity Global Disciplined Equity Curr Neut Cl AFidelity Global Disciplined Equity Fund Ser AFidelity Global Dividend Class Series AFidelity Global Dividend Fund Series AFidelity Global Equity Currency Neutral Priv Pl BFidelity Global Equity Private Pool Series BFidelity Global Fund Series AFidelity Global Large Cap Class Series AFidelity Global Large Cap Currency Neutral Cl AFidelity Global Large Cap Fund Series AFidelity Global Opportunities Fund Series AFidelity NorthStar Currency Neutral Class Ser AFiera Global EquityFiera Sceptre Global Equity Fund Class BFirst Asset Global Dividend FundFirst Trust Global Capital Strength Portfolio AFMOQ International Equity FundFranklin World Growth Corporate Class AFranklin World Growth Fund Series AGlobal Dividend Growers Income FundGlobal Iman FundGreystone Global Income & GrowthGuardian Global Dividend Growth Fund Series AGuardian Global Equity Fund Series AGWL Aggressive Portfolio Fund (G) NLGWL Foreign Equity Fund (M) NLGWL Global Equity (S) NLGWL Global Equity Portfolio (G) NLGWL Global Infrastructure Equity (LC) 75/75Harmony Maximum Growth PortfolioHarmony Maximum Growth Portfolio Class (Wrap)Harmony Non-traditional Pool Fund (Wrap)Hexavest ACWIHighstreet Global Equity FundHorizons Active Global Dividend ETF (HAZ)HSBC Global Equity Fund Advisor SeriesHSBC Global Equity Fund Investor SeriesHSBC World Selection Dvrsf Aggressive Gwth Fd InvIA Clarington Global Dividend Fund Series T6IA Clarington Global Dividend GIF - Guarantee AIA Clarington Global Dividend GIF - Guarantee BIA Clarington Global Equity GIF - Guarantee AIA Clarington Global Equity GIF - Guarantee BIA Clarington Global Opportunities Class Series AIA Clarington Global Opportunities Fund Series AIA 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 Ecflx Global Opportunities (Radin)IA Ecoflex Global Dividend (Dynamic)IA Ecoflex Global EquityIA Ecoflex Global Equity (Templeton)IA Ecxtra Global Dividend (BNP Paribas)IA Ecxtra Global EquityIA Ecxtra Global Equity (Mac Cundill)IA Global Eqty Low Volatil ACWI (TD)-PFIA 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 (Sprucegrove)IA Global Equity (Sprucegrove)-PFIA Global Equity (Trimark)IA Global Equity Idx ACWI (BlackRock)-PFIA Global Equity-PFIA Global Infrastructure (Lazard)IA SRP Global Dividend (Dynamic)IA SRP Global EquityIA SRP Global Equity (Mackenzie Cundill)IA SRP Global Equity (Radin)IA SRP Global Equity (Templeton)IA SRP Global True ConvictionIA Ultraflex R-M Global Equities FundIG AGF Global Equity Class Series AIG AGF Global Equity Fund Series CIG Mackenzie Cundill Global Value Class AIG Mackenzie Cundill Global Value Fund Series AIG Mackenzie Ivy Foreign Equity Class Series AIG Mackenzie Universal Global Growth Class AIG/GWL Allegro Aggressive GIF 75/75AIG/GWL Allegro Aggressive PortfolioIG/GWL Alto Aggressive GIF 75/75 AIG/GWL Alto Aggressive PortfolioIG/GWL Global GIF 75/75 AIG/GWL Global Segregated FundING DIRECT Streetwise Equity Growth PortfolioInvesco Global Growth Class Series AInvesco Intactive Maximum Growth Port Cl AInvesco Intactive Maximum Growth Portfolio Ser AInvestors Global Class AInvestors Global FundInvestors Global Infrastructure Class Series AInvestors Growth PortfolioInvestors Summa Global SRI Class Series AInvestors Summa Global SRI Fund Series CiShares Global Agriculture Index Fund - COWiShares Global Infrastructure Index Fund - CIFiShares Global Monthly Advtg Dividend Indx - CYHiShares MSCI ACWI Minimum Volatility Index FundiShares MSCI World Index FundLa Capitale Aggressive Ind Acct - AGFLa Capitale Global Balanced Mng - AGFLa Capitale Global Eq Mng - DynamicLandry Global Equity Fund Series ALazard Global Equity Income Fund Class ALON 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 Global Dividend Fund Series T5Mac Cundill Global Dividend GIF Core Series A C$Mac Cundill Value Class Series AMac Cundill Value Fund Series AMac Cundill Value GIF Core Series AMac Cundill Value GIF Core Series IMac Cundill Value GIF Intermediate Sr AMac Cundill Value Segregated FundMac Focus Class Series AMac Focus Fund Series AMac Focus GIF Core Series A C$Mac Focus GIF Intermediate Series A C$Mac Focus Segregated FundMac Founders Fund Series AMac Founders GIF Intermediate Series A C$Mac Founders Global Equity Class Series AMac Ivy Foreign Equity Class Series AMac Ivy Foreign Equity Fund Series AMac Ivy Foreign Equity GIF Core Series AMac Ivy Foreign Equity GIF Intermediate Sr AMac Ivy Foreign Equity Segregated FundMac Symmetry Equity Portfolio Class Series AMac Universal Global Growth Class Series AMac Universal Global Growth Fund Series AMac Unv Global Infrastructure Income Fd Ser T5Manulife GIF 1 CI Cambridge Global EquityManulife GIF 2 Renaissance Global MarketsManulife GIF MLIA A Ivy Foreign Equity Fund (Mac)Manulife GIF MLIA A Renaissance Global MarketsManulife GIF MLIA B Mac Cundill ValueManulife GIF MLIP A Renaissance Global MarketsManulife GIF Select CI Cambridge Global EquityManulife GIF Select Global FocusedManulife GIF Select Ivy Foreign Equity (Mac)Manulife GIF Select Mackenzie Cundill ValueManulife GIF Select Orig Global FocusedManulife GIF Select Renaissance Global MarketsManulife GIF Select Tax Managed GrowthManulife Global Equity Class Advisor SeriesManulife Global Equity Private Pool Series E3Manulife Global Focused Class Advisor SeriesManulife Global Focused Fund Advisor SeriesManulife Global Infrastructure Class Advisor SerManulife Global Infrastructure Fund Advisor SerManulife IVY Foreign Equity GIF (Mackenzie)Manulife MLIA B CI Cambridge Global Equity SegManulife Special Opportunities Class Advisor SerManulife Tax-Managed Growth Fund Advisor SeriesManulife Tax-Managed Growth GIF 1Manulife Tax-Managed Growth MLIA B Seg FdManulife Trimark Gbl Fdmntl Equ GIF 1Manulife Trimark Gbl Fdmntl Equ GIF Sel InvPManulife Trimark Gbl Fdmntl Equ Seg Fd GIF MLIA AManulife Trimark Gbl Fdmntl Equ Seg Fd GIF MLIA BMaritime Life MIX SEA Tot Glo Eq75%A(cl)Marquis Equity Portfolio Series AMarquis Institutional Equity Portfolio Series AMarquis Institutional Global Equity Portfolio CMawer Global Equity Fund Class AMD Growth Investments Limited Class AMeritage Global Equity Class Portfolio - AMeritage Global Equity Portfolio - AMeritas Maximum Growth Portfolio Series AMFS Global EquityMFS MB Global Equity Growth FundMFS MB Global Equity Value FundMFS MB Global Research FundMFS MB Responsible Global Research FundMLI AXA Rosenberg Global Equity Trust FundMLI JPMorgan Global Intrepid FundMLI Templeton Global Stock Trust FundMontrusco Bolton Global Equity Fund Units BMorgan Meighen Global Pooled FundMutual Beacon Corporate Class AMutual Beacon Fund AMutual Beacon Guaranteed Investment FundMutual Global Discovery Corporate Class Ser AMutual Global Discovery Fund Series ANational Bank Equity Managed PortfolioNational Bank Global Equity FundNBT Equity Growth PoolNEI Ethical Global Dividend Fund Series ANEI Ethical Global Equity Fund Series ANEI Northwest Global Equity Corporate Class Ser ANEI Northwest Global Equity Fund Series ANEI Northwest Select Global Maximum Growth Port ANEI Select Global Maximum Growth Corporate Cl Pt AO'Leary Yield Advantaged Convertible DebenturesOceanRock Maximum Growth Portfolio Series AOmega Global Equity Fund Advisor SeriesOmega Global Opportunities Fund Series APH&N Community Values Global Equity Fund Series DPH&N Global Equity Fund Series DPier 21 WorldWide Equity StrategyPIMCO EqS Pathfinder Fund Class APowerShares FTSE RAFI Global+ Fundamental Fund APowerShares Global Dividend Achievers Fund Ser APrimerica Aggressive Growth FundProfessionals’ Equity World Trends FundProfessionals’ Global Equity FundProvisus Global Equity Corporate Class OProvisus Total Equity Corporate Class OQuadrus Mac Universal Global Growth FundQuadrus Setanta Global Dividend Corporate ClassQuadrus Trimark Global Equity FundQuadrus U.S. and International Equity Corp ClQuotential Global Growth Corp Class Port Ser AQuotential Global Growth Portfolio Series AQuotential Maximum Growth Corporate Class Pt AQuotential Maximum Growth Portfolio Series ARBC DS All Equity Global PortfolioRBC Global Dividend Growth Fund Series ARBC 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 FRBC QUBE Low Volatility Global Equity Fd Ser ARBC Select Aggressive Growth Class Series ARBC Select Aggressive Growth GIP Series 1RBC Select Aggressive Growth Portfolio Series ARBC Select Choices Aggressive Growth PortfolioRenaissance Global Focus Currency NeutralRenaissance Global Focus Fund Class ARenaissance Global Growth Currency NeutralRenaissance Global Growth FundRenaissance Global Infrastructure Currency NeutralRenaissance Global Infrastructure FundRenaissance Global Markets FundRenaissance Global Science & Technology Fund ARenaissance Global Value FundRenaissance Optimal Global Equity Currency NeutralRenaissance Optimal Global Equity PortfolioROI Global Supercycle Fund Series ARoundtable EverKey Global Focus Fund Class BRussell Global Equity Class Series BRussell Global Equity Fund Series ARussell Global Equity Pool Series BRussell Global Infrastructure Pool Series ARussell LifePoints All Equity Class Portfolio BRussell LifePoints All Equity Portfolio Series BScotia Global Climate Change FundScotia Global Dividend Class AScotia Global Dividend FundScotia Global Growth FundScotia Global Opportunities FundScotia INNOVA Maximum Growth Portfolio Class AScotia INNOVA Maximum Growth Portfolio Series AScotia Private Global Equity Pool Pinnacle SerSEI Global Growth 100 Fund Class - OSEI Global Managed Volatility Fund Class OSEI Growth 100 Fund Class - OSentry Global Growth and Income ClassSentry Global Growth and Income FundSentry Infrastructure Fund Series XStandard Life Global Dividend Growth A-SeriesStandard Life Global Dividend Growth Class A-SerStandard Life Global Equity A-SeriesStandard Life Global Equity Class A SeriesStandard Life Global Equity Focus A-SeriesStandard Life Global Equity Value A-SeriesStandard Life Global Portfolio A-SeriesStandard Life Global Portfolio Class AStandard Life Ideal Global Dividend Growth Fd 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 ASun Life MFS McLean Budden Global Growth Fd Sr ASun Life MFS McLean Budden Global Value Fund ASunWise Elite CI Cambridge Core Glo Equ Corp (F)Sunwise Elite CI Cambridge Core Global Equ(Basic)SunWise 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 PSS e100 Portfolio 100/100SunWise Elite CI Signature Core Bundle Class ASunWise Elite CI Synergy Global Corporate Fund (F)SunWise Elite Dynamic Global Value Fund (Full)SunWise Elite FT Quot Global Growth Pt (Full)SunWise Elite FT Quot Maximum Growth Pt FullSunWise Elite Mac Cundill Value Fund (Full)SunWise Elite Plus CI Cambridge Glo EquCorp100/100SunWise Elite Portfolio Series Maximum Gro 100/100SunWise Elite Trimark Select Growth Fund (C)SunWise Ess 2 CI Black Creek Gbl Ldrs Seg Fd InvSunWise Ess 2 CI Cambridge Global Eq Seg Fd InvSunWise Ess 2 CI Harbour Foreign Equity Seg Fd InvSunWise Ess 2 Port Ser Maximum Growth Seg Fd InvSunWise Ess 2 Sun Life MFS MB Global Gw Seg Fd IvSunWise Ess 2 Sun Life MFS MB Global Val Seg Fd IvSunWise Ess Cambridge Global Equity Fund PIM InvSunWise Ess CI Black Creek Global Leaders Fund InvSunWise Ess CI Cambridge Global Equity Inv ClSunWise Ess CI Global Fund PIM Investment ClassSunWise Ess CI Global Segregated Fund Inv ClassSunWise Ess CI Global Value Segregated Fund Inv ClSunWise Ess CI Harbour Foreign Equity Inv ClassSunWise Ess CI Synergy Global Investment ClassSunWise Ess Dynamic Global Value Investment ClSunWise Ess FT Quotential Global Growth -Inv ClSunWise Ess FT Quotential Maximum Growth -Inv ClSunWise Ess Portfolio Sel 100e Managed Seg Inv ClSunWise Ess Portfolio Ser Maximum Gwth Fd PIM InvSunWise Ess Portfolio Series Maximum Growth-InvSunWise Ess Sun Life MFS Global Growth Fund InvSunWise Ess Sun Life MFS Global Value Seg Fd InvesSunWise 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 Portfolio Series Maximum Growth 100/100SunWise II Portfolio Series Summit Max Gro 100/100SunWise II Trimark Select Growth Fund (Full)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 Class - Investor SeriesTD Global Growth Fund I SeriesTD Global Growth GIFTD Global Low Volatility Class Investor SeriesTD Global Low Volatility Fund Investor SeriesTD Global Multi-Cap Class - Investor SeriesTD Global Multi-Cap Fund - ITD Global Sustainability Class - Investor SeriesTD Global Sustainability Fund - Investor SeriesTD Global Value Fund - ITD 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 Global Stock TrustTempleton Growth Corporate Class ATempleton Growth Fund, Ltd. Series ATempleton Growth Guaranteed Investment FundThe Investment Partners FundThe Newport Global Equity FundTmp Global Equity TrustTradex Global Equity FundTrans CI Maximum Growth GIP 75/100 imaxxGIFTrans CI Maximum Growth GIP 75/75 imaxx GIFTrans CI Maximum Growth GIP 75/75 TIPTrans Global Growth GIFTrans Global Growth GIF - TIP 100/100Trans Global Growth GIF - TIP 75/100Trans Global Growth GIF - TIP 75/75Transamerica CI Maximum Growth GIPTransamerica CI Maximum Growth GIP 75/100 TIPTransamerica Global Growth FundTransamerica Global Growth GIF – TIPTrimark Fund - SCTrimark Global Dividend Class Series ATrimark Global Endeavour Class Series ATrimark Global Endeavour FundTrimark Global Fundamental Equity Class Ser ATrimark Global Fundamental Equity Fund Ser ATrimark Select Growth Seg FundVPI Foreign Equity PoolWellington Mgmt Special EquityWestwood Global Dividend Fund - A/ISCWestwood Global Equity Fund - A/ISCUpdated: May 03, 2013