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
AIP Global Macro Class Series A
Alitis Income & Growth Pool Class D
Allegro Balanced Portfolio Class Series A
Allegro Balanced Portfolio Series C
Alto Moderate Portfolio Series A
Assumption/CI Signature High Income A
Astra CORMEL Balanced
Barometer Disciplined Leadership Balanced Fund A
Barometer Disciplined Leadership Tact Inc Gro Cl A
Barometer Global Tactical Yield and Equity Fund I
Batirente Diversified Energetic
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 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 Tactical Global Asset Allocation ETF Fund 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 Mac Balanced (PSG) 75/75
CAN Mac Mod Growth (PSG) 75/75
Canada Life Bal All (PSG) Gens
Canada Life Fid NStar Bal Gens
Canoe Global Balanced Fund A Hedged
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 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
Counsel Balanced Portfolio Class Series A
Counsel Balanced Portfolio Series A
Counsel Retirement Preservation Portfolio 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
DMP Value Balanced Class Series A
Dynamic Blue Chip Balanced Fund Series A
Dynamic Blue Chip U.S. Balanced Class 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
Equitable Life Active Balanced Portfolio
Equitable Life Invesco Intactive Bal Growth Pt Sel
Equitable Life Invesco Intactive Bal Income Pt Sel
Equitable Life Quotential Balanced Income Port
Excel EM Blue Chip Balanced Fund Series A
Excel Global Growth Asset Allocation ETF (EXGG)
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 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 NorthStar Balanced Currency Neut Fd B
Fidelity NorthStar Balanced 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 Global Risk Parity ETF (HRA)
HSBC World Selection Dvrsf Balanced Fd Investor Sr
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 Global Tactical Income Class Ser A
IA Clarington Global Tactical Income Fund T8
IA Clarington Moderate Portfolio Series A
IA Diversified (McLean Budden)
IA Ecflx Global Diversified (Loomis Sayles)
IA Ecxtra GS Distinction Balanced
IA Ecxtra GS Strategic U.S. Growth & Income
IG/GWL Allegro Moderate Conserv GIF 75/75 B
IG/GWL Allegro Moderate GIF 75/75 A
IG/GWL Alto Moderate GIF 75/75 A
Integra Diversified Private Trust Portfolio
Integra Lincluden Private Trust
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 CorePortf 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)
LOGiQ Global Balanced Income Class Series A
LOGiQ High Income Fund Series A
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)
Mackenzie Global Strategic Income Fund Ser A
Mackenzie Monthly Income Balanced Portfolio A
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 Strategic Bal Yld GIF Sel F InvP
Manulife Global Strategic Balanced Yield Fund Adv
Manulife Ideal F Quot Bal Income Pf 75
Manulife Ideal Fidelity Glob Mth Inc 75
Manulife Ideal Russell Dvfd Mth Income Pf 75
Manulife Ideal SEI Balanced 60/40 75
Manulife Ideal U.S. Mthly High Income 75
Manulife Ideal Unhg US Mthly High Inc 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 S2 Ideal Unhedged US Mth Hi Inc Fund 100
Manulife SI Ideal F Quotent Bal Inc P 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 E3
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
Manulife Unhedged U.S. Monthly High Income Fund Ad
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
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
Melodia Moderate Income Portfolio Class A
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
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 Ethical Select Balanced Portfolio Series A
NEI Global Strategic Yield Fund Series A
NEI Select Balanced Corporate Class Portfolio A
NEI Select Balanced 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
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
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 Global Macro Class
Redwood Pension Class
Redwood Pension Class Series A
Redwood Pension Class Series A U$
Renaissance Optimal Growth & Income Port Cl 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 B-7
Russell Investments Dvsf Monthly Income Cl B
Scotia Aria Moderate Build Portfolio Series A
Scotia Aria Moderate Core Portfolio Series A
Scotia Aria Moderate Pay Portfolio Series A
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
SSQ Guardian Monthly Income GIF Basic
Standard Life Balanced Index Port (SLI)
Standard Life SI Ideal Rus Dvrs Mthly Inc Pf 100
Stone & Co. Flagship Growth & Inc Fd Can Ser 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 Granite Balanced Class Series A
Sun Life Granite Balanced Portfolio Series A
Sun Life Granite Moderate Class Series A
Sun Life Granite Moderate Portfolio Series A
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 Grnt Balanced Pt Seg Fd Inv
SunWise Ess 2 Sun Life Grnt Moderate Pt Seg Fd Inv
SunWise Ess 2 Sun Life MFS MB Gb Tot Ret Seg Fd Iv
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 Balanced Portfolio Class Series A
Symmetry Balanced Portfolio Series A
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 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
Trimark Global Diversified Income Fund Series A