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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Canadian Inflation Protected Fixed Income

Funds in the Canadian Inflation Protected Fixed Income category must invest at least 90% of their fixed income holdings in inflation protected fixed-income securities denominated in Canadian dollars. In addition, these funds must invest primarily in investment-grade fixed-income securities, such that the average credit quality of the portfolio as a whole is investment grade (BBB or equivalent rating or higher) and not more than 25% of the portfolio’s holdings are invested in high yield fixed income securities. For purposes of the category definition, up to 30% of a Fund’s assets may be held in Foreign Fixed Income products which will be treated as Canadian content provided that the currency exposure on those holdings is hedged into Canadian Dollars.

AGF Inflation Plus Bond Fund
BMO Real Return Bond Index ETF
Dynamic Real Return Bond Fund Series A
IA Clarington Real Return Bond Fund Class A C$
Investors Real Return Bond Fund A
iShares DEX Real Return Bond Index Fund
Mac Sentinel Real Return Bond Fund Series A
PH&N Inflation-Linked Bond Fund Series D
PowerShares Real Return Bond Index Fund Series A
Renaissance Real Return Bond Fund
SEI Real Return Bond Fund Class O
SSgA Canadian Real Return Bond
TD Real Return Bond Fund - I

Updated: Sep 01, 2010