Tactical Balanced

Funds in the Tactical Balanced category must have a flexible asset allocation policy ranging from 40% (or less) to 60% (or more) in each of equity and fixed income securities. Inclusion in this category may be based on: i) a written asset allocation policy meeting the above definition (i.e. in a fund’s prospectus or written investment policy); ii) a portfolio manager’ or sub-adviser’s stated or known approach to managing portfolios; or iii) the fund’s historical asset allocation tendencies. The portfolio manager or sub-adviser may employ one or more methods to make their asset allocation decisions.

1832 AM Global Completion LP
1832 AM Tactical Asset Allocation LP
Assumption/Fidelity Cdn Asset Alloc A
Barometer Tactical Balanced Pool Class A
BMO Global Low Volatility ETF Class Series A
BMO Tactical Balanced ETF Fund Series A
BMO Tactical Balanced GIF 75/100 Class A
BMO Tactical Dividend ETF Fund (ZZZD)
BMO Tactical Dividend ETF Fund Series A
BMO Tactical Global Asset Allocation ETF Fund A
BMO Tactical Global Growth ETF Fund Series A
Cambridge Asset Allocation Corporate Class A
Cambridge Asset Allocation Fund Class A
Cambridge Global High Income Fund Class A
Canada Life Cam Ast Allo (CI) Gens
Canoe Asset Allocation Portfolio Class Series A
CC&L Core Income and Growth Fund Series A
CC&L Diversified Income Portfolio Series A
CDSPI Diversified Growth Fund (Schroder)
CI First Asset Global Asset Allocation ETF (CGAA)
CI G5/20 2038 Q3 Fund (Class A units)
CI G5/20 2038 Q4 Fund (Class A units)
CI G5/20 2039 Q2 Fund (Class A units)
CI G5/20 2039 Q3 Fund Class A units
CI G5/20 2040 Q1 Fund (Class A units)
CI G5/20 2040 Q4 Fund (Class A units)
CI G5/20 2041 Q3 Fund
CI G5/20i 2035 Q1 Fund (Class A units)
CI G5/20i 2035 Q2 Fund (Class A units)
CI G5/20i 2036 Q1 Fund (Class A units)
CI G5/20i 2036 Q2 Fund (Class A units)
CI G5/20i 2036 Q3 Fund
CI G520 2039 Q4 Class A
CI G520i 2034 Q4 Class A
CI Vantage Managed Payout Portfolio 1946 - 1948 Class A
CI Vantage Managed Payout Portfolio 1949 - 1951 Class A
CI Vantage Managed Payout Portfolio 1952 - 1954 Class A
CI Vantage Managed Payout Portfolio 1955 - 1957 Class A
CI Vantage Managed Payout Portfolio 1958 - 1960 Class A
CI Vantage Managed RRSP/RRIF Payout Portfolio 1946 - 1948 Class A
CI Vantage Managed RRSP/RRIF Payout Portfolio 1949 - 1951 Class A
CI Vantage Managed RRSP/RRIF Payout Portfolio 1952 - 1954 Class A
CI Vantage Managed RRSP/RRIF Payout Portfolio 1955 - 1957 Class A
CI Vantage Managed RRSP/RRIF Payout Portfolio 1958 - 1960 Class A
Clarica SF CI Signature Income & Growth Fund
Counsel High Income Portfolio Series A
Desjardins Global Balanced Strategic Income Fd A
Desjardins Tactical Balanced Fund A Class
DFS GIF - Canadian Asset Allocat - CI Cambridge 5
Dynamic Alternative Managed Risk Prvt Pool Cl F
Dynamic Asset Allocation Private Pool Series F
Dynamic Global All Terrain Fund Series A
Dynamic Global Strategic Yield Fund Series A
Dynamic Strategic Yield Class Series A
Dynamic Strategic Yield Fund Series A
Dynamic U.S. Strategic Yield Fund Series A
Empire Asset Allocation Fund - A
Empire Life Global Asset Allocation GIF 75/75 K
Equitable Life Asset Allocation Fund
Euro Banc Capital Securities Trust
FDP Tactical Asset Allocation Private Portfolio I
Fidelity Tactical High Income Currency Neu Fd B
Fidelity Tactical High Income Fund Series B
Fidelity Tactical Strategies Fund Series B
Forstrong Global Strategist Balanced Fund A
Forstrong Global Strategist Growth Fund A
Forstrong Global Strategist Income Fund A
FT Balanced Growth Private Wealth Pool Series O
FT Balanced Income Private Wealth Pool Series O
Guardian Risk Managed Conservative Portfolio Ser W
Horizons Managed Global Opportunities ETF (HGM)
Hudson Total Mandate Portfolio Fund
Integra Gr & Inc Diversified Private Tr
IPC ESG Balanced Essentials Portfolio A
J. Zechner Associates Pooled Balanced Fund
Limpid Three Strategies Fund Series B
LL Cambridge Asset Allocation Fund (CI)
M&P Tactical Monthly Income Pool
Manulife CI Cambridge Canadian A A GIF Sel InvP
Manulife GIF Select Fidelity Global AA
Manulife Id Sig Sel Id CI Camb High Inc Fd Id 7/1
Manulife Ideal Tactical Income Fund S2 Id 75/75
Manulife Ideal Temp Global Bal Fd SS Id 100/100
Manulife RetirementPlus Global Managed Volatility
Manulife Tactical Income Fund Advisor Series
Manulife Value Balanced Class Advisor Series
Manulife Value Balanced Fund Advisor Series
Manulife Value Balanced GIF Select InvP
Meritage Tactical ETF Balanced Portfolio Adv/DSC
Meritage Tactical ETF Balanced Portfolio Prvt
Meritage Tactical ETF Growth Portfolio Adv/DSC
Meritage Tactical ETF Growth Portfolio Prvt
Meritage Tactical ETF Moderate Portfolio Adv/DSC
Meritage Tactical ETF Moderate Portfolio Prvt
Metric Dynamic Asset Allocation
MLD Core Fund Series F
NBI Tactical Asset Allocation Fund Advisor/ISC
NBT Tactical Asset Allocation Pooled Fund
NEI Managed Asset Allocation Pool I
NEI Tactical Yield Portfolio Series A
Ninepoint Enhanced Balanced Fund Series A
Pacifica Partners Tactical Balanced Fund Series F
Pacifica Partners Tactical Balanced Pool
Picton Mahoney Fortified Multi Asset Fund Class A
Purpose Tactical Asset Allocation Fund ETF (RTA)
Purpose Tactical Asset Allocation Fund Series A
Renaissance Multi-Asset Global Bal PP Prem
Renaissance Optimal Inflation Opportunities Pf A
ReSolve Adaptive Asset Allocation Fund
Scotia Balanced Opportunities Fund - Series A
Signature Diversified Yield Fund Class A
SSQ CI Cambridge Cdn Asset Allocation GIF Bas
Steadyhand Founders Fund Series A
Sun GIF Solutions CI Cambridge Canadian A A Est A
Sun GIF Solutions Sun Life NWQ Flexible Inc Est A
Sun Life Dynamic Strategic Yield Class Series A
Sun Life Dynamic Strategic Yield Fund Series A
Sun Life Global Tactical Yield Private Pool Ser A
Sun Life Granite Enhanced Income Portfolio A
Sun Life Granite Income Portfolio Series A
Sun Life NWQ Flexible Income Fund Series A
SunWise Elite CI Signature Cdn Balanced Fund 1/1
SunWise Elite Plus CI Cambridge Cdn AA Corp100/100
SunWise Ess 2 CI Cambridge Cdn A A Seg Bal Bdl Inv
SunWise Ess 2 CI Harbour Gw & Inc Seg Bal Bdl Inv
SunWise Ess 2 CI Signature Dvrsf Yld II Fd PIM Inv
SunWise Ess CI Cambridge Cdn Asset All Seg Fd Inv
SunWise Ess CI Harbour Growth & Income-Inv Class
TD Global Balanced Opportunities Fund - Inv Ser
TD Tactical Monthly Income Class Investor Series
TD Tactical Monthly Income Fund - Investor Series
Templeton Global Balanced Fund Series A
United Enhanced Income Corporate Class A
United Enhanced Income Pool Class W
Universal Life SSQ CI Cambridge Cdn Asset Allocatn
Viewpoint Global Fund Trust Class A