Funds in the Global Fixed Income 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 5% but less than 40% of their total assets in equity securities.
Addenda Income Focus Fund Series AAGF Conservative Portfolio Fund Series P
AGF Elements Conservative Portfolio Class MF Ser
AGF Elements Conservative Portfolio MF Series
AGF Global Conservative Portfolio Fund Series P
AGF Global Income Portfolio Fund Series P
AGF Global Yield Class Mutual Fund Ser
AGF Global Yield Fund Mutual Fund Series
AGF Income Portfolio Fund Series P
Assumption Life Select Defensive Portfolio
Batirente Diversified Income
Beneva Celestia Conservative GIF Basic
Beneva Conservative Smart Beta Plus Portfolio GIF
BlackRock CDN LifePath Index Retirement
BMO Ascent Conservative Portfolio Series A
BMO Ascent Income Portfolio Series A
BMO Conservative ETF (ZCON)
BMO Conservative ETF Portfolio GIF 75/100 Class A
BMO Conservative ETF Portfolio Series A
BMO Managed Conservative Portfolio Series A
BMO Managed Income Portfolio Advisor Series
BMO Managed Income Portfolio Series A
BMO MatchMaker Strategic Income Portfolio
BMO Principle Conservative Portfolio Series A
BMO Principle Income Portfolio Series A
BMO Retirement Conservative Portfolio Series A
BMO Retirement Income Portfolio Series A
BMO SelectTrust Conservative Portfolio Series A
BMO SelectTrust Income Portfolio Series A
BMO SelectTrust Security Portfolio
BMO Sustainable Conservative Portfolio Series A
BMO Sustainable Income Portfolio Series A
BMO USD Conservative ETF Portfolio Series A
BMO USD Income ETF Portfolio Series A
CAN Fid Gb Inc Port 75/75
CAN Index ETF Conservative Portfolio 75/75 (PS2)
CAN Rm Con Inc Por 75/75
Canada Life Risk-Managed Conservative Income Pt A
Canada Life Sust Con Por Gens
Canada Life Sustainable Conserv Port A Series
Canoe EL Conservative Protection Portfolios 75/75
Capital Group Monthly Income Portfolio (Canada) A
CDA Conservative Index Portfolio (BGI)
CDA Income Portfolio (CI)
CDSPI Granite Conservative Portfolio (Sun Life)
Chorus II Conservative Low Volatility Portfolio A
Chorus II Moderate Low Volatility Portfolio A
Chou Bond Fund Series A
CI Balanced Income Asset Allocation ETF Unh (CBIN)
CI Conservative Asset Allocation ETF Unh (CCNV)
CI Conservative Income Personal Port Ser A
CI Defensive Income Personal Portfolio Series A
CI Income Fund Class A
CI Mosaic ESG Balanced Income ETF Portfolio A
CI Mosaic Income ETF Portfolio Class A
CI Portfolio Series Income Fd Cl A
CI Select 70i30e Managed Portfolio Corp Cl A
CI Select 80i20e Managed Portfolio Corp Cl A
CI Select Income Managed Corporate Class A
CI U.S. Income US$ Fund Class A
CIBC Multi-Asset Gbl Bal Inc P Pl Prem
CIBC Sustainable Conservative Balanced Solution A
Clarica SF Portfolio Series Income Fund
Concentric CI Portfolio Series Income GIF 75/75
Concentric Port Series Income GIF 75/75
Counsel Conservative Portfolio Series A
CWB Onyx Conservative Solution - Series A
CWB Onyx Conservative Solution A
DFA Global 40EQ-60FI Portfolio Class A
DFS GIF - Balanced Income - Franklin Quotential -3
DFS GIF - Conservative - Desjardins Wise ETF 5
DFS GIF - Moderate - Desjardins SocieTerra 5
DFS GIF -Diversified Income -Franklin Quotential 3
Dynamic Active Conservative ETF Portfolio
Dynamic Active Conservative ETF Portfolio Series A
Dynamic Active Income ETF Portfolio
Dynamic Active Income ETF Portfolio Series A
Dynamic Conservative Yield Private Pool Class F
Dynamic Conservative Yield Private Pool Series F
DynamicEdge Conservative Class Portfolio Series A
Edgepoint Opportunistic Credit Portfolio Series PF
EdgePoint Variable Income Portfolio Series PF
Empire Life Canoe Conservative Port GIF 75/75-K
Empire Life Canoe Conservative Portfolio GIF
Empire Life Emblem Global Conserv Pf GIF 75/75 K
Empire Life M-Strategy Gbl Cons Port GIF 75/75 K
Equitable Life Quotential Balanced Income Port
Equitable Life Quotential Diversified Income Pf
FÉRIQUE Globally Diversified Income Fund Series A
Fidelity All-in-One Conservative ETF (FCNS)
Fidelity All-in-One Conservative ETF Fund Series B
Fidelity ClearPath Idx Pl Ins Inc Ptf IP
Fidelity Conservative Income Fund Series A
Fidelity Conservative Income Private Pool B
Fidelity Conservative Managed Risk Port A
Fidelity Global Income Class Portfolio Ser B
Fidelity Global Income Portfolio Series B
Fidelity Income Class Portfolio Series B
Fidelity Income Portfolio Series B
Fidelity Tactical Asset Alloc Inc Inst Tr
First Trust Global Risk Managed Income Index (ETP)
FMOQ Conservative Balanced Fund
Forstrong Global Income ETF
Forstrong Global Income ETF (FINC)
Forstrong Global Income Fund
Forstrong Global Income Fund Cl I
Franklin Conservative Income ETF Portfolio Ser A
Franklin LifeSmart Retirement Portfolio
Franklin Quotential Balanced Income Port A
Franklin Quotential Diversified Income Port A
GreenWise Conservative Portfolio Series A
Greystone Retirement Fund
Guardian Managed Yield Portfolio I
GWL Sust Con Por NL
HSBC U.S. Dollar Monthly Income Fund Premium Ser
iA Global Asset Alloc Sec iAIM SRP7575MyEd+
iA Indexia Prudent SRP7575MyEd+
IA Wealth Conservative Portfolio Series A
IA Wealth Moderate Portfolio Series A
IG Climate Action Port - Glo Fix Inc Bal Ser F
IG Core Portfolio - Income Focus Series C DSC
IG Mackenzie U.S. Dollar Fund - Glo Fix Inc Bal F
IG Managed Payout Portfolio Series A
IG Managed Risk Portfolio - Income Focus A
IG U.S. Taxpayer Port - Glb Fx Inc Bal Series F
IG/CL Conservative GIF 75/75 A
IG/CL Core Portfolio Income Focus GIF 75/75 A
Invesco Conservative ETF Portfolio Series A
Invesco Intactive Diversified Income Port Cl A
Invesco Intactive Diversified Income Port Ser A
Invesco Strategic Yield Fund Series A
IPC Conservative Income Portfolio Series A
IPC Essentials Income Portfolio Series A
IPC Focus Conservative Portfolio Series A
IPC Private Wealth Visio Income Pool Series A
iProfile Portfolio - Global Fixed Income Bal I
iShares Core Income Balanced ETF Portfolio (XINC)
iShares ESG Conservative Balanced ETF Port (GCNS)
La Capitale Conservative Ind Acct - AGF
La Capitale Moderate Profile (Dynamic)
LL Conservative Fund (CI)
London Life Fid Tac AA Inc
Mackenzie Conservative Allocation ETF (MCON)
Mackenzie Conservative ETF Portfolio Series A
Mackenzie Conservative Income ETF Portfolio A
Mackenzie FuturePath Global Fixed Income Bal Pt PA
Mackenzie FuturePath Monthly Income Cons Pt PA
Mackenzie Monthly Income Conservative Port A
Mackenzie Monthly Income Conservative Port LB
Manulife Balanced Income Port GIF Sel
Manulife Balanced Income Private Seg Pool MPIP
Manulife Balanced Income Private Trust Adv Ser
Manulife Conservative Portfolio Advisor Series
Manulife Conservative Portfolio GIF Sel InvP
Manulife Moderate Portfolio Advisor Series
Manulife Moderate Portfolio GIF Sel InvP
Manulife Retirement Date Index+ Income
Manulife Retirement Income
Manulife RetirementPlus Yield Opportunities
Manulife Yield Opportunities Fund Advisor Series
MD Precision Balanced Income Portfolio Series A
MD Precision Conservative Portfolio Series A
Melodia Conservative Income Portfolio A Class
Melodia Moderate Growth Portfolio A Class
Melodia Moderate Income Portfolio A Class
Melodia Very Conservative Income Portfolio A
Meritage Global Conservative Portfolio Adv/DSC
NBI Conservative Portfolio Investor Series
NBI Secure Portfolio Investor Series
NCM Conservative Income Portfolio
NCM Conservative Income Portfolio Series A
NEI Conservative Yield Portfolio Series P
NEI Impact Conservative Portfolio A
NEI Income & Growth Private Portfolio Series W
NEI Select Income & Growth RS Portfolio Series A
NEI Select Income RS Portfolio Series A
PB1859 V3 Conservative Pooled Fund
Purpose Active Conservative Fund Class A
RBC Conservative Growth & Income Fund Series A
RBC Conservative Growth & Income GIF Invest Series
RBC Global Choices Conservative Portfolio Series A
RBC Global Choices Very Conservative Port Ser A
RBC Global Conservative GIP InvestSeries
RBC Global Conservative Portfolio Series A
RBC Global Very Conservative Portfolio Series A
RBC Select Conservative GIP Series 1
RBC Select Conservative Portfolio Series A
Renaissance U.S. Dollar Diversified Income Fd A
Russell Investments Balanced Class Series B
Russell Investments Balanced Series B
Russell Investments Income Essentials Class B
Russell Investments Income Essentials Series B
Russell Investments Multi-Asset Inc Str B
Russell Investments Multi-Asset Inc Str Cl B
Scotia Essentials Income Portfolio A
Scotia INNOVA Balanced Income Portfolio Class Sr A
Scotia INNOVA Balanced Income Portfolio Series A
Scotia Partners Income Portfolio Series A
SectorWise Conservative Portfolio Series A
SocieTerra Conservative Portfolio A Class
SocieTerra Moderate Portfolio A
Sun GIF Solutions Sun Life Granite Conservat Est A
Sun GIF Solutions Tactical Conservative ETF Pf IvA
Sun Life Granite Conservative Class Series A
Sun Life Granite Conservative Portfolio Series A
Sun Life Granite Conservative Seg
Sun Life Tactical Conservative ETF Portfolio A
Sun Lifetime Adv GIF Sun Life Tact Cons ETF Pt O
SunWise Elite CI Premier Sel Inc Mng Port 100/100
SunWise Elite CI PSS i80e20 Portfolio 75/75
SunWise Ess 2 CI Select Income Managed Seg Fd Inv
SunWise Ess 2 Port Ser Income Seg Fd Inv
SunWise Ess 2 Sun Life Gran Con Pf Seg Fd Inv Cl
SunWise Ess Port Sel Inc Mng Seg Fd Inv Cl
SunWise Ess Portfolio Sel 70i30e Mgd Seg Fd Inv Cl
SunWise Ess Portfolio Sel 80i20e Mgd Seg Fd Inv Cl
SunWise Ess Pre Pf Inc Seg Bndl Inv/Est
SunWise II Portfolio Series Income Fund 100/100
Sustainable Balanced 40/60 Fund Series A
Sustainable Income 20/80 Fund Series A
Symmetry Conservative Income Portfolio Ser A
Symmetry Conservative Portfolio Series A
Tactical Asset Allocation Conservative Bal Cl E
Tactical Asset Allocation Conservative Bal Pl E
Tactical Asset Allocation Conservative Cl E
Tactical Asset Allocation Conservative Inc Cl E
Tactical Asset Allocation Conservative Inc Pl E
Tactical Asset Allocation Conservative Pl E
Tangerine Balanced Income ETF Portfolio
TD Conservative ETF Portfolio (TCON)
TD Global Conservative Opportunities Fund - Inv
TD Retirement Balanced Portfolio Investor Series
TD Retirement Conservative Portfolio Investor Ser
TD US$ Retirement Portfolio - Investor Series
US Equity Managed Pl E
Vanguard Conservative Income ETF Portfolio (VCIP)
Vanguard Target Retirement Income Pooled Fund
Wise Conservative ETF Portfolio C
