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.

AGF Flex Asset Allocation Fund MF Series
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 Dividend 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 Canadian Asset Allocation Class Series A
CC&L Core Income and Growth Fund Series A
CC&L Diversified Income Portfolio Series A
CI G5/20 2038 Q3 Fund (Class A units)
CI G5/20 2038 Q4 Fund (Class A units)
CI G5/20 2039 Q1 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 Q2 Fund (Class A units)
CI G5/20 2040 Q3 Fund (Class A units)
CI G5/20 2040 Q4 Fund (Class A units)
CI G5/20 2041 Q1 Fund (Class A units)
CI G5/20 2041 Q2 Fund (Class A units)
CI G5/20i 2034 Q2 Fund (Class A units)
CI G5/20i 2034 Q3 Fund Class A units
CI G5/20i 2034 Q4 Fund (Class A units)
CI G5/20i 2035 Q1 Fund (Class A units)
CI G5/20i 2035 Q2 Fund (Class A units)
CI G5/20i 2035 Q3 Fund (Class A units)
CI G5/20i 2035 Q4 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 2039 Q4 Fund (Class A units)
CI G520 2039 Q4 Class A
CI G520i 2034 Q4 Class A
Clarica SF CI Harbour Growth & Income Fund
Clarica SF CI Synergy Tactical Asset Allocation Fd
Counsel Managed High Yield Portfolio Series A
Counsel Managed Portfolio Series A
Desjardins Global Balanced Strategic Income Fd A
DFS GIF - Canadian Asset Allocat - CI Cambridge 5
Dynamic Asset Allocation Private Pool Series F
Dynamic Asset Allocation Private Pool Series FT
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
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 Pool Series O
FT Balanced Income Pool Series O
Harbour Growth & Income Corporate Class A
Harbour Growth & Income Fund Class A
Harbour Growth & Income Segregated Fund
Harmony Diversified Income Pool Embedded Sr
Horizons Managed Global Opportunities Class F
Horizons Managed Global Opportunities ETF (HGM)
IA Clarington Tactical Income Class Series T6
IA Clarington Tactical Income Fund Series T6
IA Clarington Tactical Income GIF Class A 100%
IA Clarington Tactical Income GIF Class C
IA Ecflx Tactical Income
IA Ecxtra Classic Tactical Income
IA SRP Classic & My Educ+ Tactical Income
IA SRP Tactical Income (Aston Hill)
Integra Gr & Inc Diversified Private Tr
LL Cambridge Asset Allocation Fund (CI)
LOGiQ Balanced Monthly Income Class Series A (LL)
M&P Tactical Monthly Income Pool
Manulife CI Cambridge Canadian A A GIF Sel InvP
Manulife CI Harbour Growth & Income GIF Series 1
Manulife Dynamic Strategic Yield GIF Sel InvP
Manulife GIF Select Fidelity Global AA
Manulife Ideal CI Cambridge High Inc 75
Manulife Ideal Tactical Income 75/75
Manulife Ideal Templeton Global Bal 75
Manulife RetirementPlus Global Managed Volatility
Manulife S2 Ideal CI Cambridge High Income Fund 75
Manulife S2 Ideal Tactical Income Fund 7575
Manulife S2 Ideal Templeton Global Bal Fd 75
Manulife Tactical Income Fund Advisor Series
Manulife Value Balanced Class Advisor Series
Manulife Value Balanced Fund Advisor Series
Manulife Value Balanced GIF Select InvP
Marret Strategic Yield Fund Class A
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
NBT Tactical Asset Allocation Pooled Fund
NEI Northwest Tactical Yield Corporate Class Ser A
NEI Northwest Tactical Yield Fund Series A
Norrep Premium Growth Class MG Series
Norrep Tactical Opportunities Class Series A
Picton Mahoney Fortified Multi Asset Fund Class 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 II Fund A
Sprott Enhanced Balanced Class Series A
Sprott Enhanced Balanced Fund Series A
Sprott Focused Global Balanced Class Series A
Sprott Focused U.S. Balanced Class Series A
SSQ CI Cambridge Cdn Asset Allocation GIF Bas
Standard Life SI Ideal Templeton Glob Income 100
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 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 Asset Allocation1/1
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
SunWise II CI Harbour Growth & Income Fund (Full)
Synergy Tactical Asset Allocation Fund Class A
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
Yorkville Global Opportunities Class Series A