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.
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$Astra Fortis Global Real EstateBMO Equal Weight REITs Index ETFCIBC Canadian Real Estate FundClaymore Global Real Estate ETFCounsel Global Real Estate Series ACriterion REIT Income Fund Class ADesjardins Global Real Estate Fund Class ADFA Global Real Estate Securities Fund Class ADFS Global Real Estate FundDynamic Global Real Estate Fund Series ADynamic Real Estate & Infrastructure Income Fund AFidelity Global Real Estate Class Series A C$Fidelity Global Real Estate Fund Series A C$Franklin Global Real Estate Corporate Class AFranklin Global Real Estate Fund Series O C$IA Ecoflex Real Estate IncomeIA Global Real Estate (ABN AMRO)Invesco Global Real Estate Fund Series AInvestors Global Real Estate FundiShares S&P/TSX Capped REIT Index FundMac Universal World Real Estate Class Series A C$Manulife Global Real Estate ClassManulife Global Real Estate FundMLI Pyramis Global Real Estate FundPinnacle Global Real Estate Securities Fund Cl AQuadrus London Capital Global Real Estate FundSentry REIT Fund AUnited Real Estate Investment Corporate Class AUnited Real Estate Investment Pool Class WUpdated: Sep 01, 2010