Funds in the Canadian Fixed Income Balanced category must invest at least 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 5% but less than 40% of their total assets in equity securities.
AM IncomeAssumption Life Conservative Portfolio A
Axiom Balanced Income Portfolio Class A
Beneva Conservative Strategy GIF Basic
Beneva Guardian Conservative Income GIF Basic
Beneva Universal Life Conservative Strategy
Beneva Universal Life Guardian Conservative Mth In
Bimcor Moderate Conservative Pooled Fund
BMO Income ETF Portfolio - Series A
BMO Income ETF Portfolio GIF 75/100 Class A
BMO MatchMaker Savings Portfolio
BMO Monthly Dividend Fund Ltd. Advisor Series
BMO Security ETF Portfolio Advisor
CAN Cdn Fix Inc Bal II 100/100
CAN Cor Con Gro 75/75
CAN Fid Mod In 75/75
CAN FT Mod Income 75/75
CAN Mac Mod Inc 75/75
Canada Life Can Fix Inc Bal Gens
Canada Life Canadian Fixed Income Balanced Fund A
Canada Life Cons Alloc Gens
Canada Life Conservative Portfolio A
Canada Life Inc Focus Gens
Canada Life Inc Growth Gens
Canada Life Mod Alloc Gens
Canada Life Moderate Portfolio A
Canoe Enhanced Income Fund Series A
Canoe Enhanced Income Portfolio Class Series A
CI LifeCycle Income Portfolio
CIBC Conservative ETF Portfolio Class A
CIBC Managed Income Plus Portfolio Class A
CIBC Managed Income Portfolio Class A
CIBC Smart Balanced Income Solution Series A
CIBC Smart Income Solution Series A
CIBC U.S. Dollar Managed Income Portfolio Class A
Compass Conservative Balanced Portfolio Series A
Compass Conservative Portfolio Series A
Co-operators Aviator Income Pl Port 75/75
Desjardins fin'l Fid CP Idx Pl Inst Inc
DFS GIF - Conservative - Desjardins SocieTerra S5
DFS GIF - Conservative Series 6
DFS GIF - Moderate Series 6
Dynamic Premium Bond Private Pool Class Series F
Dynamic Premium Bond Private Pool Series F
DynamicEdge Defensive Portfolio Series A
EdgePoint Income Portfolio Series A
Educators Monitored Conservative Portfolio Class A
Empire Conservative Portfolio Fund - A
Empire Income Fund - A
Empire Life Emblem Conservative Port GIF 75/100 L
Empire Life Emblem Diversified Income Pf GIF 7/1 L
Equitable Life Mac Income Fund Select
FDP Balanced Income Portfolio Series A
FÉRIQUE Conservative Portfolio Series A
FÉRIQUE Moderate Portfolio Series A
FGP Income D-Class
Fidelity Balanced Income Currency Neutral Pvt P B
Fidelity Balanced Income Priv Pl Trust Ser B
Fidelity Balanced Income Private Pool Series B
Fidelity ClearPath 2010 Portfolio Series B
Fidelity ClearPath Income Portfolio Series B
Fidelity Income Allocation Fund Series B
GWL Cdn F Inc Bal II NL
GWL Cdn Fix Inc Bal NL
GWL Cons Inc Por NL
GWL Cons Portfolio NL
GWL Cor Con Gro 75/75
GWL Fid Mod In 75/75
GWL FT Mod Income 75/75
GWL Mac Mod Inc 75/75
GWL Mod Inc Por NL
GWL Mod Portfolio NL
Highstreet Conservative Balanced Fund
IA Clarington Inhance Conservative SRI Port A
IA Clarington Inhance Moderte SRI Port T6
IA Diploma Secondary
iA Disciplined Prudent (iA) EcoflextraGS
iA Diversified Security (iA) SRP7575MyEd+
iA Diversified Security (iA) SRPOther
iA Focus Moderate (iA) SRP7575MyEd+
iA Focus Moderate (iA) SRPOther
iA Focus Prudent (iA) SRP7575MyEd+
iA Focus Prudent (iA) SRPOther
iA FORLIFE Guaranteed Income & Gro (iA) SRPOther
iA Selection Moderate (iA) SRP7575MyEd+
iA Selection Moderate (iA) SRPOther
iA Selection Prudent (iA) SRP7575MyEd+
iA Selection Prudent (iA) SRPOther
IG Core Portfolio - Income Plus C
IG/CL Income Focus GIF 75/100 B
IG/CL Income Focus GIF 75/100 J NL
IG/CL Income Focus GIF 75/75 B
Invesco Monthly Income ETF Portfolio Series A
iProfile Enhanced Mtly Inc Port – Cdn Fx Inc Bal F
ivari TD Dividend Balanced 5FL GIP
ivari TD Income Advantage 5FL GIF
La Capitale Conservative Profile (Dynamic)
La Capitale Conservative Profile (NBSI)
La Capitale Moderate Profile (NBSI)
Leith Wheeler Income Advantage Fund Series F
LON Cor Con Gro 75/75
LON Fid Mod In 75/75
LON FT Mod Income 75/75
LON Mac Mod Inc 75/75
London Life 2010 Profile
London Life Cdn F Inc Bal II
London Life Cdn Fix Inc Bal
London Life Cons Profile
London Life Income Profile
London Life Moderate Profile
Mackenzie Income Fund Series A
Mackenzie Income Fund Series LB
Mackenzie Sentinel Income Segregated Fund Series A
Manulife Conservative Asset Allocation
Manulife Ideal Conservative Portfolio NL
Manulife Mackenzie Income GIF Series 1
Manulife MIM Target De-risking 100
Manulife MIM Target De-risking 105 Ag
Manulife MIM Target De-risking 105 Mt
Manulife MIM Target De-risking 105 Yg
Manulife Simplicity Conservative Pf GIFe Series 1
Manulife Simplicity Conservative Portfolio Adv Ser
Manulife Simplicity Moderate Pf GIFe Series 1
Manulife Simplicity Moderate Portfolio Advisor Ser
Meritage Conservative Income Portfolio - Adv/DSC
Meritage Conservative Portfolio - Adv/DSC
Meritage Moderate Income Portfolio - Adv/DSC
Meritage Moderate Portfolio - Adv/DSC
NBI Jarislowsky Fraser Select Income Fund Adv/ISC
NBI Presumed Sound Investments Fund Investor Ser
NEI Income Private Portfolio Series W
PH&N Enhanced Prism Long Fund
PH&N PRisM Balanced
Presumed Sound Pooled Fund
Primerica Common Sense Funds Strategic Retireme
Primerica CSF Strategic Retirement Income Fund
Primerica Income Fund
RBC Indigo Diversified Conservative Fund Inv
RBC Indigo Diversified Moderate Conserv Fd Inv
RBC Indigo Monthly Income Fund Investor Series
RBC Indigo Strategic Conservative Fund Inv Ser
RBC Indigo Strategic Moderate Conservative Fd Inv
RBC Managed Payout Solution - Enhanced Series A
RBC Managed Payout Solution Series A
RBC Retirement Income Solution Series A
RBC Select Choices Conservative Portfolio Series A
RBC Select Very Conservative Portfolio Series A
Renaissance Optimal Conservative Income Port A
Renaissance Optimal Income Portfolio Class A
Russell Investments Conservative Income Class B
Russell Investments Conservative Income Ser B
Scotia INNOVA Income Portfolio Class Series A
Scotia INNOVA Income Portfolio Series A
Scotia Partners Balanced Income Portfolio Class A
Scotia Partners Balanced Income Portfolio Series A
Scotia Selected Balanced Income Portfolio - Ser A
Scotia Selected Income Portfolio - Series A
SEI Conservative Monthly Income Fund Class O
SEI Income 20/80 Fund Class O
SEI Income 40/60 Fund Class O
SEI Income Balanced Pool Class O
Standard Life Income Index Port (SLI)
Standard Life Retirement
Steadyhand Income Fund Series A
Sun GIF Sol Her MFS Diversified Conservative Bal A
Sun GIF Solutions Fidelity Income Allocation Est A
Sun Life Granite Retirement Portfolio
Tangerine Balanced Income Portfolio
Tangerine Balanced Income SRI Portfolio
TD Advantage Balanced Income Portfolio Invester Sr
TD Comfort Balanced Income Portfolio Inv
TD Comfort Conservative Income Portfolio Inv
TD Income Advantage Portfolio - Investor Series
TD Managed Income ETF Portfolio D-Series
TD Managed Income Portfolio Investor Series
TD Managed Index Income Portfolio - Inv
Tradex Bond Fund