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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Print Flow Chart in PDF Print Category Flow Chart
 
Imprimer les Catégories en PDF Imprimer les Catégories de Fonds
 
Download Complete Fund List Download Complete Fund List (as of Aug 26, 2010)
 
Select a category:

Real Estate Equity

Funds in the Real Estate Equity category must invest at least 90% of their equity holdings in the Real Estate industry group according to S&P Global Industry Classification Standards (GICS®).

AGF Global Real Estate Equity Class C$
Astra Fortis Global Real Estate
BMO Equal Weight REITs Index ETF
CIBC Canadian Real Estate Fund
Claymore Global Real Estate ETF
Counsel Global Real Estate Series A
Criterion REIT Income Fund Class A
Desjardins Global Real Estate Fund Class A
DFA Global Real Estate Securities Fund Class A
DFS Global Real Estate Fund
Dynamic Global Real Estate Fund Series A
Dynamic Real Estate & Infrastructure Income Fund A
Fidelity Global Real Estate Class Series A C$
Fidelity Global Real Estate Fund Series A C$
Franklin Global Real Estate Corporate Class A
Franklin Global Real Estate Fund Series O C$
IA Ecoflex Real Estate Income
IA Global Real Estate (ABN AMRO)
Invesco Global Real Estate Fund Series A
Investors Global Real Estate Fund
iShares S&P/TSX Capped REIT Index Fund
Mac Universal World Real Estate Class Series A C$
Manulife Global Real Estate Class
Manulife Global Real Estate Fund
MLI Pyramis Global Real Estate Fund
Pinnacle Global Real Estate Securities Fund Cl A
Quadrus London Capital Global Real Estate Fund
Sentry REIT Fund A
United Real Estate Investment Corporate Class A
United Real Estate Investment Pool Class W

Updated: Sep 01, 2010