Global Neutral Balanced

Funds in the Global Neutral Balanced category must invest less than 70% of total assets in a combination of equity securities domiciled in Canada and Canadian dollar-denominated fixed income securities*. In addition, they must invest greater than or equal to 40% but less than or equal to 60% of their total assets in equity securities.

AGF Elements Balanced Portfolio Class MF Series
AGF Elements Balanced Portfolio Mutual Fund Series
AGF Emerging Markets Balanced Fund MF Series
AGF Equity Income Focus Fund MF Series
Alitis Income & Growth Pool Class D
Allegro Balanced Portfolio Class Series A
Allegro Balanced Portfolio Series C
Assumption/CI Signature High Income A
Assumption/Fidelity NorthStar Balanced
Astra CORMEL Balanced
Balanced Portfolio Series A
Batirente Diversified Energetic
BlackRock Balanced Portfolio Series A
BMO Ascent Balanced Portfolio Series A
BMO Balanced ETF Portfolio - Series A
BMO Balanced ETF Portfolio Class Series A
BMO Balanced ETF Portfolio GIF 75/100
BMO Balanced Yield Plus ETF Portfolio Series A
BMO Diversified Income Portfolio Series A
BMO FundSelect Balanced Portfolio Series A
BMO Global Balanced Fund Series A
BMO MatchMaker Strategic Balanced Portfolio
BMO Retirement Balanced Portfolio Series A
BMO SelectClass Balanced Portfolio Series A
BMO SelectTrust Balanced Portfolio Series A
BMO U.S. Balanced Growth GIF
BMO U.S. Dollar Balanced Fund Series A
BMO U.S. Dollar Monthly Income Fund Series A
Cambridge Monthly Income Corporate Class A
Cambridge Monthly Income Fund Class A
CAN Fid Mod Gr Plus (PSG) 75/75
CAN FT Mod Growth (PSG) 75/75
CAN Gbl Mthly Inc (LC) 75/75
CAN Mac Balanced (PSG) 75/75
CAN Mac Mod Growth (PSG) 75/75
Canada Life Bal All (PSG) Gens
Canoe North American Monthly Income Class Series A
Capital Group Emerging Mkts Total Opp Fd (Cda) A
Capital Group Global Balanced Fund (Canada) A
CDA Income and Growth Fund Corporate Class (CI)
CDA Income Plus Portfolio (CI)
CDA Moderate Index Portfolio (BGI)
Chorus II Balanced Low Volatility Portfolio Cl A
Chorus II Corporate Class Balanced Low Vol Port A
Chorus II Corporate Class Growth Portfolio A
Chorus II Growth Portfolio A Class
CI Conservative GIF Portfolio Class A
CIBC APRS Balanced Growth Non-RSP Portfolio
CIBC APRS Balanced Non-RSP Portfolio
CIBC APRS Balanced RSP Portfolio
CIBC Balanced Passive Portfolio Class A
CIBC Global Monthly Income Fund Class A
CIBC IPRS Balanced Growth Non-RSP Portfolio
CIBC IPRS Balanced Growth RSP Portfolio
CIBC IPRS Balanced Non-RSP Portfolio
CIBC IPRS Balanced RSP Portfolio
CIBC Managed Balanced Portfolio Class A
CIBC PRS Balanced Growth Non-RSP Portfolio
CIBC PRS Balanced Non-RSP Portfolio
CIBC PRS Balanced RSP Portfolio
CIBC U.S. Dollar Managed Balanced Portfolio Cl A
Clarica SF CI Signature Global Income & Growth Fd
Clarica SF Portfolio Series Balanced Fund
Clarica SF Portfolio Series Conservative Balanced
Clarica SF Portfolio Series Conservative Fund
Compass Balanced Portfolio Series A
Co-operators Aviator Diversified Port 75/75
Counsel Balanced Portfolio Class Series A
Counsel Balanced Portfolio Series A
Counsel Retirement Preservation Portfolio A
CWB Onyx Balanced Solution A
DFA Global 50EQ-50FI Portfolio - Class A
DFA Global 60EQ-40FI Portfolio Class A
DFS Desjardins 50/50
DFS GIF - Balanced Income - Franklin Quotential -3
DFS GIF - Global Balanced - Jarislowsky Series 3
DFS GIF - Income and Growth - CI Signature 5
DFS GIF - U.S. Monthly Income - Fidelity Series 5
DFS Melodia Balanced Growth Fund
DFS Melodia Diversified Growth Fund
DFS Melodia Moderate Growth Fund
Distinction Balanced Class Series A
Dynamic Blue Chip Balanced Fund Series A
Dynamic Blue Chip U.S. Balanced Class Series A
Dynamic Dividend Income Class Series A
Dynamic Dividend Income Fund Series A
Dynamic Global Balanced Fund Series A
Dynamic Global Yield Private Pool Class Ser F
Dynamic Global Yield Private Pool Class Ser FT
Dynamic Global Yield Private Pool Series F
Dynamic Power Global Balanced Class Series A
DynamicEdge Balanced Class Portfolio A
DynamicEdge Balanced Growth Class Portfolio A
DynamicEdge Balanced Growth Portfolio A
DynamicEdge Balanced Portfolio A
Educators Monitored Balanced Portfolio Class A
Empire Life Emblem Global Balanced Pf GIF 75/75 K
Empire Life Emblem Global Balanced Portfolio GIF
Equitable Life Active Balanced Portfolio
Equitable Life Invesco Intactive Bal Growth Pf Sel
Equitable Life Invesco Intactive Bal Income Pf Sel
Equitable Life Quotential Balanced Income Port
Fidelity Balanced Class Portfolio Series B
Fidelity Balanced Currency Neutral Private Pool B
Fidelity Balanced Managed Risk Portfolio A
Fidelity Balanced Portfolio Series B
Fidelity Balanced Private Pool Series B
Fidelity Global Asset Allocation Cu Ne Pv Pl B
Fidelity Global Asset Allocation Private Pool B
Fidelity Global Balanced Class Portfolio B
Fidelity Global Balanced Portfolio Series B
Fidelity Global Monthly Income Curr Neut Fd A
Fidelity Global Monthly Income Fund Series B
Fidelity U.S. Growth and Income Private Pool B
Fidelity U.S. Monthly Income Currency Neut Fd B
Fidelity U.S. Monthly Income Fund Series B
Fiera Balanced EFT
Fiera Sceptre Balanced Core
Franklin Quotential Balanced Income Crp Cl Pf A
Franklin Quotential Balanced Income Port A
Franklin Templeton Retirement Portfolio
Franklin U.S. Monthly Income Corporate Class A
Franklin U.S. Monthly Income Fund Series A
Franklin U.S. Monthly Income Hedged Corp Cl A
Greystone Balanced Fund
Guardian Managed Income Portfolio Series W
GWL Balanced Portfolio (PSG) NL
GWL CBM Retirement Portfolio
GWL Fid Mod Growth (PSG) 75/75
GWL FT Mod Growth (PSG) 75/75
GWL Global Mthly Inc (LC) 75/75
GWL Mac Balanced (PSG) 75/75
GWL Mac Mod Growth (PSG) 75/75
Harmony Balanced Growth Portfolio Class (Wrap)
Harmony Balanced Growth Portfolio Wrap Series
Harmony Balanced Portfolio Wrap Series
Horizons Conservative TRI ETF Portfolio (HCON)
Horizons Global Risk Parity ETF (HRA)
HSBC World Selection Dvrsf Balanced Fund Inv Ser
IA Balanced (PH&N)
IA Clarington Distinction Balanced Port GIF A 100%
IA Clarington Focused Balanced Class Series A
IA Clarington Focused Balanced Fund Series A
IA Clarington Moderate Portfolio Series A
IA Clarington Strategic U.S. Growth & Inc Fd A
iA Distinction Balanced EcoflextraGS
IA Diversified (McLean Budden)
iA Global Monthly Income Fid SRP7575MyEd+
iA Indexia Balanced SRP7575MyEd+
iA Indexia Moderate SRP7575MyEd+
iA Strategic US Growth & Income EcoflextraGS
IG/GWL Allegro Balanced GIF 75/75 A
IG/GWL Allegro Income Balanced GIF 75/75 B
IG/GWL Moderate GIF 75/75 A
Integra Diversified Private Trust Portfolio
Integra Lincluden Private Trust
Invesco Global Diversified Income Fund Series A
Invesco Global Monthly Income Fund Series A
Invesco Intactive Balanced Growth Portfolio Cl A
Invesco Intactive Balanced Growth Portfolio Ser A
Invesco Intactive Balanced Income Portfolio Cl A
Invesco Intactive Balanced Income Portfolio Ser A
iShares Balanced Income CorePort Index ETF (CBD)
ivari CI Balanced GIP
ivari CI Conservative GIP
ivari Quotential Balanced Income 5FL GIF
La Capitale Balanced Ind Acct - AGF
La Capitale Global Diversified Income (Fidelity)
La Capitale Moderate Ind Acct - AGF
Lincluden Balanced Fund Series O
LL Moderate Balanced Fund (CI)
LL Moderate Fund (CI)
LON Fid Mod Growth (PSG) 75/75
LON FT Mod Growth (PSG) 75/75
LON Mac Balanced (PSG) 75/75
LON Mac Mod Growth (PSG) 75/75
London Life Balanced Profile (PSG)
London Life Global Monthly Income (London Capital)
Mackenzie Balanced ETF Portfolio Series A
Mackenzie Global Strategic Income Fund Ser A
Mackenzie Global Sustain & Impac Balanced Fd A
Mackenzie Moderate Growth ETF Portfolio A
Mackenzie Monthly Income Balanced Fund
Mackenzie Monthly Income Balanced Portfolio A
Mackenzie Portfolio Completion ETF (MPCF)
Mackenzie Private Global Income Balanced Pool PW
Mackenzie US Strategic Income Fund Series A
Mackenzie USD Global Strategic Income Fund A
Manulife Balanced Portfolio Advisor Series
Manulife Balanced Portfolio GIF Sel InvP
Manulife CI Signature Dvrsf Yield GIF Sel InvP
Manulife CI Signature Inc & Growth GIF Series 1
Manulife Global Balanced Fund Advisor Series
Manulife Global Balanced GIF Select InvP
Manulife Global Strategic Bal Yld GIF Sel InvP F
Manulife Global Strategic Balanced Yield Fund Adv
Manulife Id Sig Sel Fidelity Gb Mth Inc Fd Id 7/1
Manulife Id Sig Sel Fkln Quot Bal Inc Pf Id 7/1
Manulife Id Sig Sel Gbl Balanced Fd Id 75/100
Manulife Ideal Russell Dvfd Mth Income Pf 75
Manulife Ideal SEI Balanced 60/40 75
Manulife Ideal U.S. Mthly High Income 75
Manulife RetirementPlus Fidelity U.S. Mthly Inc
Manulife RetirementPlus Strategic Balanced Yield
Manulife RetirementPlus Strategic Balanced Yield E
Manulife RetirementPlus Strategic Balanced Yield F
Manulife S2 Ideal Fidelity Gbl Monthly Inc 75
Manulife S2 Ideal SEI Balanced 60/40 Fd 75
Manulife SI Ideal F Quotent Bal Inc P 100
Manulife SI Ideal Rus Dvrs Mthly Inc Pf 100
Manulife Simplicity Balanced Pf GIFe Series 1
Manulife Simplicity Balanced Portfolio Advisor Ser
Manulife Simplicity Global Bal Pf GIF Sel IncP 2.2
Manulife Simplicity Global Bal Pf GIF Sel Orig
Manulife Simplicity Global Balanced Portfolio Adv
Manulife Strategic Balanced Yield Fund Adv Ser
Manulife Strategic Balanced Yield GIF Sel InvP
Manulife Strategic Dividend Bundle - Advisor Ser
Manulife Strategic Dividend Bundle GIF Sel Orig 75
Manulife U.S. Balanced Private Seg Pool (FE)
Manulife U.S. Balanced Private Trust Advisor
Manulife U.S. Balanced Value Private Seg Pool (FE)
Manulife U.S. Balanced Value Private Trust Adv
Manulife U.S. Dollar Strategic Balanced Yld Fd Adv
Manulife U.S. Monthly High Income Fund Adv Ser
Manulife U.S. Monthly High Income GIF Sel Orig 75
Marquis Balanced Class Portfolio Series A
Marquis Balanced Growth Class Portfolio Series A
Marquis Balanced Growth Portfolio Series A
Marquis Balanced Income Portfolio Series A
Marquis Balanced Portfolio Series A
Marquis Institutional Balanced Portfolio A
Mawer Balanced Fund Series A
Mawer Balanced Pooled Fund
Mawer Tax Effective Balanced Fund Series A
MD Precision Moderate Balanced Portfolio Series A
MD Precision Moderate Growth Portfolio Series A
Melodia Balanced Growth Portfolio Class A
Melodia Diversified Growth Portfolio Class A
Melodia Diversified Income Portfolio Class A
Melodia Moderate Growth Portfolio Class A
Melodia Moderate Income Portfolio Class A
Mercer Retirement Income Fund
Meritage Global Balanced Portfolio Adv/ISC
Meritage Global Moderate Portfolio Adv/DSC
MFS Balanced Fund
MFS Balanced Growth Fund
MFS Balanced Growth Pension Fund
MFS Balanced Value Fund
MFS Responsible Balanced Fund
Moderate Portfolio Series A
Morningstar Balanced Portfolio Series A
Multi-Asset Growth & Income Strategy Class Ser B
Multi-Asset Growth & Income Strategy Series B
National Bank Balanced Diversified Fund Inv Ser
National Bank Balanced Managed Portfolio
National Bank Balanced Strategic Portfolio NR
NBI Balanced Portfolio Investor Series
NBI Moderate Portfolio Investor Series
NBI Strategic U.S. Income and Growth Fund Adv/ISC
NBI Strategic U.S. Income and Growth Fund Prvt Ser
NEI Balanced Yield Portfolio Fund Series A
NEI Select Balanced Portfolio Series A
NEI Select Balanced RS Portfolio Series A
PIMCO Balanced Income Fund (Canada) Series A
Pinnacle Balanced Portfolio Series A
Portfolio Series Balanced Fund Class A
Portfolio Series Conservative Balanced Fund A
Portfolio Series Conservative Fund Class A
Primerica Balanced Yield Fund
Purpose Conservative Income Fund ETF (PRP)
Purpose Conservative Income Fund Series A
Purpose Monthly Income Fund ETF (PIN)
Purpose Monthly Income Fund Series A
Purpose Multi-Asset Income Fund ETF shares (PINC)
Purpose Multi-Asset Income Fund Series A
Purpose Pension Portfolio Fund Series A
Quadrus Balanced Folio Fund Quadrus Series
Quadrus Global Monthly Income Fund (Lon Cap) Quad
Quadrus Growth and Income Class (GWLIM) Quadrus Sr
Quadrus Growth and Income Fund (GWLIM) Quadrus Ser
Quintessence Wealth Enhanced Global Balanced Fd E
RBC Global Balanced Fund Series A
RBC Global Balanced GIF Invest Series
RBC Global Balanced GIF Series 2
RBC Select Balanced GIP Series 1
RBC Select Balanced Portfolio Series A
RBC Select Choices Balanced Portfolio Series A
RBC Select Conservative GIP Series 1
RBC Select Conservative Portfolio Series A
RBC U.S. Monthly Income Fund Series A U$
Redwood Pension Class
Renaissance Optimal Growth & Income Port A
Russell Investments Balanced Class Series B
Russell Investments Balanced Growth Class Ser B
Russell Investments Balanced Growth Series B
Russell Investments Balanced Series B
Russell Investments Dvsf Monthly Income Cl B
Russell Investments Dvsf Monthly Income Ser B-7
Scotia Aria Moderate Build Portfolio Premium Ser
Scotia Aria Moderate Defend Portfolio Premium Ser
Scotia Aria Moderate Pay Portfolio Premium Series
Scotia Aria Moderate Pay Portfolio Series TL
Scotia Global Balanced Fund Series A
Scotia Income Advantage Fund Series A
Scotia INNOVA Balanced Growth Portfolio Class Sr A
Scotia INNOVA Balanced Growth Portfolio Series A
Scotia INNOVA Balanced Income Portfolio Class Sr A
Scotia Partners Balanced Growth Portfolio Class A
Scotia Partners Balanced Growth Portfolio Series A
Scotia Selected Balanced Growth Portfolio - Ser A
Scotia U.S. $ Balanced Fund - Series A
SEI Balanced 60/40 Fund Class O
SEI Balanced Monthly Income Fund Class O
Select 40i60e Managed Portfolio Corporate Cl A
Select 50i50e Managed Portfolio Corporate Cl A
Select 60i40e Managed Portfolio Corporate Cl A
Select 70i30e Managed Portfolio Corporate Cl A
Sentry Balanced Income Portfolio Series A
Sentry Global Balanced Yield Private Pool Class A
Sentry Global Monthly Income Fund Series A
Signature Diversified Yield Corporate Class A
Signature Global Income & Growth Corporate Cl A
Signature Global Income & Growth Fund Class A
Signature Global Income & Growth GIF Class A
Signature Global Income & Growth Pool Class I
Signature High Income Corporate Class A
Signature High Income Fund Class A
Signature High Income Segregated I Fund
Signature Income & Growth Corporate Class A
Signature Income & Growth Fund Class A
SocieTerra Growth Portfolio A Class
SSQ BlackRock Balanced Fundam Port GIF Basic
SSQ Celestia Balanced GIF Basic
SSQ CI Signature Global Income and Growth GIF Basi
Standard Life Balanced Index Port (SLI)
Stone Global Balanced Fund Series AA
Sun GIF Solutions CI Signature Dvrs Yield II Est A
Sun GIF Solutions CI Signature High Income Est A
Sun GIF Solutions CI Signature Inc & Growth Est A
Sun GIF Solutions Sun Life Dynamic Strat Yld Est A
Sun GIF Solutions Sun Life Granite Balanced Est A
Sun GIF Solutions Sun Life Granite Enh Income EstA
Sun GIF Solutions Sun Life Granite Income Estate A
Sun GIF Solutions Sun Life Granite Moderate Est A
Sun GIF Solutions Sun Life MFS Global Tot Ret EstA
Sun GIF Solutions Sun Life MFS Monthly Income EstA
Sun Life Excel Emerging Markets Balanced Fund A
Sun Life Granite Balanced Class Series A
Sun Life Granite Balanced Portfolio Series A
Sun Life Granite Balanced Seg
Sun Life Granite Moderate Class Series A
Sun Life Granite Moderate Portfolio Series A
Sun Life Granite Moderate Seg
Sun Life MFS Global Total Return Fund Series A
Sun Life MFS Monthly Income Fund Series A
SunWise Elite CI PSS i50e50 Portfolio 100/100
SunWise Elite CI PSS i60e40 Portfolio 75/75
SunWise Elite CI PSS i70e30 Portfolio 100/100
SunWise Elite CI Sig Sel Global Inc&Growth Corp(F)
SunWise Elite CI Signature Dividend Core Bundle A
SunWise Elite FT Quot Select Balanced Inc Pt (Full
SunWise Elite Premier CI Sig Gb In & Gw Fd 100/100
SunWise Ess 2 CI Signature Dividend Seg Bdl Inv
SunWise Ess 2 CI Signature Dvrsf Yield Seg Fd Inv
SunWise Ess 2 CI Signature Gbl Inc & Gw Seg Fd Inv
SunWise Ess 2 CI Signature Inc & Gwth Seg Fd Inv
SunWise Ess 2 Port Ser Conservative Bal Seg Fd Inv
SunWise Ess 2 Port Ser Conservative Seg Fd Inv
SunWise Ess 2 Sun Life MFS Gb Tot Ret Seg Fd Iv
SunWise Ess 2 Sun Life Mgd Balanced Pt Seg Fd Inv
SunWise Ess 2 Sun Life Mgd Moderate Pt Seg Fd Inv
SunWise Ess CI Cambridge Cdn Eq Lo Vol Seg Bdl Inv
SunWise Ess CI Harbour Low Volatility Bdl Inv Cl
SunWise Ess CI Sig Sel Cdn Low Volatility Bdl Invt
SunWise Ess CI Signature Diversified Yield-Inv Cl
SunWise Ess CI Signature Dividend Bundle Inv Class
SunWise Ess CI Signature High Income-Inv Cl
SunWise Ess FT Quot Select Bal Inc Seg Fd-Inv Cl
SunWise Ess FT Quotential Balanced Income -Inv Cl
SunWise Ess Portfolio Sel 40i60e Mgd Seg Fd Inv Cl
SunWise Ess Portfolio Sel 50i50e Mgd Seg Fd Inv Cl
SunWise Ess Portfolio Sel 60i40e Mgd Seg Fd Inv Cl
SunWise Ess Portfolio Sel 70i30e Mgd Seg Fd Inv Cl
SunWise Ess Premier CI Sig Glo Inc & Gw Seg Fd Inv
SunWise Ess Sun Life MFS Global Tot Ret Seg Fd Inv
SunWise II CI Sig Global Inc & Gwth CC 100/100
SunWise II CI Sig Global Inc & Gwth Fd 100/100
SunWise II CI Sig Sel Gbl Inc Grw Corp Fd (F)
SunWise II CI Signature High Income Fund (Full)
SunWise II CI Signature Income & Growth Fund (F)
SunWise II Portfolio Ser Conservative Bal 100/100
SunWise II Portfolio Series Balanced 100/100
SunWise II Portfolio Series Conservative 100/100
Symmetry Moderate Growth Portfolio Class A
Symmetry Moderate Growth Portfolio Series A
Tangerine Balanced Portfolio
TD Advantage Balanced Growth Portfolio Inv
TD Advantage Balanced Portfolio - Inv
TD Comfort Balanced Growth Portfolio Inv
TD Comfort Balanced Portfolio Inv
TD Emerald Retirement Income Pooled Fund Trust
TD FundSmart Mgd Balanced Growth Portfolio - Inv
TD FundSmart Mgd Income & Moderate Growth Pf - Inv
TD Managed Balanced Growth ETF Portfolio - D Ser
TD Managed Balanced Growth GIP II
TD Managed Balanced Growth Portfolio - Inv
TD Managed Income & Moderate Growth ETF Port D
TD Managed Income & Moderate Growth GIP II
TD Managed Income & Moderate Growth Portfolio Inv
TD Managed Index Balanced Growth Port - Inv
TD Managed Index Income & Mod Growth Port - Inv
TD Mgd Balance Growth GIF II - Class A
TD Strategic Yield Fund - Investor Series
TD U.S. Monthly Income Fund - Investor U$
TD U.S. Monthly Income Fund C$ - Investor Ser
TriDelta High Income Balanced
Vanguard Balanced ETF Portfolio (VBAL)
Vanguard Conservative ETF Portfolio (VCNS)