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 Small/Mid Cap Equity
Funds in the Global Small/Mid Cap Equity category must invest in securities domiciled anywhere across the globe such that their average market capitalization is within the small/mid cap threshold and must invest more than 5% and less than 90% of their Equities Assets 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.
Altamira Global Small Company FundAssumption/CI Global Small Companies AAstra Howson Tattersall Global EquityBMO GDN Global Small Cap Class Advisor SeriesBMO GDN Global Small Cap FundBMO GDN Sustainable Climate Class Advisor SerBMO Sustainable Climate ClassBrandes Global Small Cap Equity FundCanadian World Fund LimitedCC&L Global Alpha Global Small CapChou Asia FundChou Associates FundChou Europe FundCI Global Small Companies Corporate Class A C$CI Global Small Companies Fund Class A C$Counsel Global Small Cap Series ADesjardins Global Small Cap Equity FundDFS Desjardins Global Small Cap Equity FundDynamic Power Global Navigator Class Series A C$Empire Global Smaller Companies Fund - AIA Clarington Global Small Cap Fund Series AIA Ecflx Global Equity Small Cap (DB Advisors)IA Global Equity (Howson Tattersall)IA Global Equity (Small Cap) (DB)Investors Summa Global Environ Leaders Class Ser AInvestors Summa Global Environ Leaders Fund Ser CMac Cundill Global Dividend Fund Series T5 C$Mac Cundill Recovery Fund Series C C$Mac Saxon Global Small Cap Fund Series SIMac Saxon International Equity Fund Series SIMac Saxon World Fund Series SIManulife GIF Sel 75 E Mawer Global Small CapManulife GIF Sel 75 Mawer Global Small CapManulife GIF Select E Mawer Global Small CapManulife GIF Select Mawer Global Small CapManulife Global Small Cap Fund Advisor SeriesMawer Global Small Cap Fund Class ANexGen Global Value Registered FundNexGen Global Value Tax Managed ROCNorrep Global ClassQuadrus US & International Specialty Corporate ClRedwood Global Small Cap FundRenaissance Global Small-Cap FundScotia Global Small Cap FundTempleton Global Smaller Companies Corp Cl A C$Templeton Global Smaller Companies Fund Ser A C$Trimark Global Endeavour ClassTrimark Global Endeavour FundTrimark Global Mid-Cap Equity Private PoolTrimark Global Small Companies Class Series AWebb Enhanced Growth FundWellington Mgmt Global PerspectivesWellington Mgmt Global Smaller Coms-PFUpdated: Sep 01, 2010