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 Long Term Fixed Income

Funds in the Canadian Long Term Fixed Income category must invest at least 90% of their fixed income holdings in fixed-income securities denominated in Canadian dollars with an average duration greater than 9.0 years. 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.

Altamira Long Term Bond Fund
Beutel Goodman Long Term Bond Fund
BlackRock Canada CorePlus Long Bond
BMO Long Corporate Bond Index ETF
BMO Long Federal Bond Index ETF
CIBC Pooled Long-Term Bond Index Fund
DFS BlackRock Long Bond Index
DFS Long Term Bond Fund Fiera
IA Long Term Bonds
iShares DEX Long Term Bond Index Fund
MFC Global Pooled Canadian Active Long Bond
PIMCO Canada Canadian CorePLUS Long Bond Trust
SEI Long Duration Bond Fund Class O
SSGA Enhanced Canadian Long Term Bond Fund

Updated: Sep 01, 2010