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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Natural Resources Equity

Funds in the Natural Resources Equity category must invest at least 90% of their equity holdings in the securities of companies whose primary line of business is in any combination of the following sectors or industries according to S&P Global Industry Classification Standard (GICS): Energy, Metals & Mining, and Paper & Forest Products. This excludes any funds that meet the definition for the Precious Metals Equity category.

ACTIVENERGY Income Fund
Acuity Natural Resource Class Series A
Acuity Natural Resource Fund Class A
AGF Canadian Resources Fund Limited
AGF Global Resources Class C$
Altamira Energy Fund
Altamira Resource Fund
Ark Aston Hill Energy Class A
Ark Catapult Energy Class Fund Series A
Bissett Energy Corporate Class Series A
BMO GDN Global Energy Class Advisor Series
BMO GDN Resource Class Advisor Series
BMO GDN Resource Fund Advisor Series
BMO Global Energy Class
BMO Junior Gas Index ETF
BMO Junior Oil Index ETF
BMO Resource Fund
BMO S&P/TSX Equal Weight Global Base Metals ETF
BMO S&P/TSX Equal Weight Oil & Gas Index ETF
Canada Life Gen Canadian Resources (M) Gens
CI Signature Canadian Resource Corporate Cl A C$
CI Signature Canadian Resource Fund Class A
CI Signature Global Energy Corporate Class A C$
CIBC Canadian Resources Fund
CIBC Energy Fund
Clarica SF CI Signature Canadian Resources Fund
Claymore Oil Sands Sector ETF
DMP Resource Class
Dominion Equity Resource Growth Class Series MF
Dynamic Energy Income Fund Series A
Dynamic Focus+ Resource Fund
Dynamic Global Energy Class Series A C$
EnerVest Natural Resource Fund Ltd.
Fidelity Global Natural Resources Class Series A
Fidelity Global Natural Resources Fund Series A C$
First Asset Energy & Resource Fund
Front Street Resource Fund Series A (LL)
Front Street Resource Performance Fund
Front Street Special Opportunities Canadian A (LL)
frontierAlt Resource Capital Class Fund Series A
GWL Canadian Resources Fund (A) NL
HBP NYMEX Long Crude Oil/Sh Natural Gas Spread ETF
HBP Winter NYMEX Crude Oil ETF
HBP Winter NYMEX Natural Gas ETF
IA Clarington Energy Class Series A
Investors Canadian Natural Resources Fund
Investors Global Natural Resources Class
iShares S&P/TSX Capped Energy Index Fund
iShares S&P/TSX Capped Materials Index Fund
London Life Canadian Resource Fund (Mackenzie)
Mac Universal Canadian Resource Fund Series A C$
Mac Universal World Resource Class Series A C$
Manulife Global Natural Resources Fund Series A
Markland Oil Sands Sector Fund
Matrix Explorer Fund
Matrix Explorer Fund Corporate Class
MFi Energy Fund
Middlefield Canadian Growth Class
Middlefield Groppe Tactical Energy Class
Middlefield Uranium Focused Metals Class
Navina Global Resource Fund Series A
NexGen Global Resource Registered Fund
NexGen Global Resource Tax Managed ROC
Norrep Resource Class A
Pathway Resource Flex A Regular MIN 004
Quadrus Mackenzie Unv Canadian Resource Fund
Qwest Energy Canadian Specialty Energy Fund Ser A
RBC Global Energy Fund
RBC Global Resources Fund
Renaissance Global Resource Fund
Scotia Resource Fund
Sentry Canadian Resource Class Series A
Sentry Select Oil Sands and Energy Mega ProjectsTr
Sentry Select Primary Metals Corp
Sprott Canadian Equity Fund Series A
Sprott Energy Fund Series A
Stone & Co. Resource Plus Class A
TD Energy Fund - I
TD Resource Fund - I
Trans IMS Canadian Resources Fund
Trimark Resources Fund
Uranium Focused Energy Fund

Updated: Sep 01, 2010