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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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:

Tactical Balanced

Balanced Funds with a specific mandate to employ tactical asset allocation strategies and funds that the CIFSC deems to employ tactical asset allocation strategies will be assigned to the Tactical Balanced fund category.

Assumption/Fidelity Cdn Asset Alloc A
Barometer Global Tactical Balanced Pool
BMO Canadian Tactical ETF Class
BMO GDN Canadian Tactical ETF Class Advisor Series
BMO GDN Global Tactical ETF Class Advisor Series
BMO Global Tactical ETF Class
Clarica SF CI Synergy Tactical Asset Allocation Fd
Counsel Managed Portfolio Series A
Dynamic Aurion Tactical Balanced Class Series A
Empire Asset Allocation Fund - A
Equitable Life Asset Allocation Fund
Fidelity Global Asset Allocation Fund Series A C$
IA Clarington Aston Hill Tactical Yield Fund
IA Clarington Tactical Income Class Series T6
IA Clarington Tactical Income Fund Series T6
IA Clarington Tactical Income GIF, Class A, 100%
IAP Ecxtra Tactical Income (Catapult)
JOV Fiera Balanced Tactical Portfolio
JOV Fiera Conservative Tactical Portfolio
JOV Fiera Growth Tactical Portfolio
Manulife CAP B Fidelity Global Asset Alloc
Manulife GIF CAP A Fidelity Global Asset Alloc
Manulife GIF MLIA A Fidelity Global Asset Alloc
Manulife GIF MLIA B Fidelity Global Asset Alloc
Manulife GIF MLIP A Fidelity Global Asset Alloc
Manulife GIF MLIP B Fidelity Global Asset Alloc
Manulife GIF Select Fidelity Global AA
MGS Fidelity Global AA
MGS Fidelity Global AA - FE2
MLI Fidelity Global AA GIF 1
MLI Fidelity Global AA GIF 2
MLI Fidelity Global AA GIFe 1
MLI Fidelity Global AA GIFe2
NBT Tactical Pooled Fund
Scotia Canadian Tactical Asset Allocation Fund
Standard Life SI Ideal Fidelity Glob Ass Alloc 100
SunWise Elite CI Signature Cdn Asset Allocation1/1
SunWise Elite Fidelity Global Asset Allocation
SunWise II CI Signature Cdn AssetAllocation100/100
SunWise II Fidelity Global Asset Allocation (Full)
Synergy Tactical Asset Allocation Fund
Templeton Canadian Balanced Fund A
Templeton Canadian Balanced GIF

Updated: Sep 01, 2010