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 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 Multi-Asset Conservative Income Pf Cl MF
AGF Multi-Asset Conservative Income Pf MF
Assumption Life Select Defensive Portfolio D 75/75
Beneva Celestia Conservative GIF Basic
Beneva Conservative Profile (AGF)
Beneva Conservative Profile (Dynamic)
Beneva Conservative Smart Beta Plus Portfolio GIF
Beneva Moderate Profile (Dynamic)
BMO Ascent Conservative Portfolio Series A
BMO Ascent Income Portfolio Series A
BMO Asset Allocation Conservative ETF Fund - Adv
BMO Conservative ETF (ZCON)
BMO Conservative ETF GIF 75/75 Class A
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 Series A
BMO MatchMaker Strategic Income Portfolio
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 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 Conservative ETF Portfolio 75/100 EP
CAN ETF Conservative Portfolio 75/75 (PS2)
CAN Fid Gb Inc Port 75/75
CAN Income ETF Portfolio 75/75
CAN Rm Con Inc Por 75/75
Canada Life Cons Alloc Gens
Canada Life Conservative Portfolio A
Canada Life Mod Alloc Gens
Canada Life Moderate Portfolio A
Canada Life Risk-Managed Conservative Income Pt A
Canada Life Sust Con Por Gens
Canada Life Sustainable Conserv Port A Series
Canada Life Visio Income Portfolio Gens
Canada Life Visio Income Portfolio II Gens
Canoe EL Conservative Protection Portfolios 75/75
Capital Group Emerging Mkts Total Opp Fd (Cda) A
Capital Group Monthly Income Portfolio (Canada) A
Capstone Private High Income Pool Class BH
Chou Bond Fund Series A
CI Balanced Income Asset Allocation ETF Fund Ser A
CI Balanced Income Asset Allocation ETF Unh (CBIN)
CI Conservative Asset Allocation ETF Fund Ser A
CI Conservative Asset Allocation ETF Unh (CCNV)
CI Income Fund Series A
CI Mosaic Income ETF Portfolio Class Series A
CI Mosaic Income ETF Portfolio Series A
CI Portfolio Series Conservative Fd Sr A
CI Portfolio Series Income Fd Sr 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 Series A
CIBC Sustainable Conservative Balanced Solution A
Clarica SF Portfolio Series Conservative Fund
Clarica SF Portfolio Series Income Fund
Counsel Conservative ETF Portfolio Series A
Counsel Conservative Portfolio Series A
Counsel Focus Conservative Portfolio Series A
Counsel Income ETF Portfolio Series A
Counsel Visio Income Pool Series A
Desjardins Active Strategy Moderate Portfolio A
Desjardins Moderate ETF Portfolio C
Desjardins Sustainable Moderate Portfolio 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 Sustainable 5
DFS GIF - Moderate - Desjardins Wise ETF Series 5
DFS GIF -Diversified Income -Franklin Quotential 3
Dynamic All-in-One Conservative ETF Portfolio A
Dynamic All-in-One Income ETF Portfolio 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
Empire Life Canoe Conservative Port GIF 75/75-K
Empire Life Emblem Global Conserv Pf GIF 75/75 K
Empire Life Fid Global Income Pt GIF 75/75 - K
Empire Life M-Strategy Gbl Cons Port GIF 75/75 K
Empire Life Vanguard Cons Inc ETF Pt GIF 75/75 K
Equitable Fid Tactical Asset Alloc Inc Pt Sel
Equitable Franklin Conservative Income ETF Pf GIF
Equitable Franklin Quotential Balanced Inc Pf
Equitable Franklin Quotential Divers Inc Pf
FÉRIQUE ETF Moderate+ Portfolio
FÉRIQUE Globally Diversified Income Fund Series A
Fidelity All-in-One Conservative ETF (FCNS)
Fidelity All-in-One Conservative ETF Fund Series B
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 (FINC)
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 Class A
Guardian Managed Yield Portfolio I
GWL Cons Portfolio NL
GWL Core Portfolio - Inc Foc 75/75 (ERA 2 IG) DSC
GWL Mod Portfolio NL
GWL Sust Con Por NL
GWL Visio Income Portfolio II NL
GWL Visio Income Portfolio NL
iA Global Asset Alloc Sec (iA) SRP7575MyEd+
iA Indexia Prudent (iA) SRP7575MyEd+
IA Wealth Conservative Portfolio Series A
IA Wealth Moderate Portfolio Series A
IG Climate Action Port - Glo Fix Inc Bal Ser F
IG Income Portfolio - Core Series B
IG Low Volatility Portfolio - Income Focus B
IG Mackenzie U.S. Dollar Fund - Glo Fix Inc Bal F
IG Strategic Wealth Portfolio - Inc Foc C NL
IG U.S. Taxpayer Port - Glb Fx Inc Bal Series F
IG/CL Core Portfolio - Income Focus Seg Fund
IG/CL Core Portfolio Income Focus GIF 75/75
Invesco Conservative ETF Portfolio Series A
Invesco Diversified Income Port Cl A
Invesco Diversified Income Port Ser A
Invesco Strategic Yield Fund Series A
iProfile Portfolio - Global Fixed Income Bal I
iShares Core Income Balanced ETF Portfolio (XINC)
iShares ESG Conservative Balanced ETF Port (GCNS)
London Life Cons Profile
London Life Fid Tac AA Inc
London Life Moderate Profile
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 Private Trust Adv Ser
Manulife Balanced Income Prv Seg Pl MPIP75/75
Manulife Conservative ETF Portfolio (MCAP)
Manulife Conservative Port GIF Sel InvP 77
Manulife Conservative Portfolio Advisor Series
Manulife Moderate Port GIF Sel InvP 77
Manulife Moderate Portfolio Advisor Series
Manulife RetirementPlus Yield Opportunities Fund
Manulife Yield Opportunities Fund Advisor Series
MD Precision Balanced Income Portfolio Series A
MD Precision Conservative Index Portfolio Series F
MD Precision Conservative Portfolio Series A
Meritage Global Conservative Portfolio Adv/DSC
MLI Fid Income Portfolio GIF Sel InvPl 75/75
MLI Yorkville Aegon ConsIncPt GIFSelInvP 75/75
NBI Conservative ETF Portfolio (NCNS)
NBI Conservative Portfolio Investor Series
NBI Secure Portfolio Investor Series
NBI Sustainable Conservative Portfolio Advisor Ser
NBI Sustainable Secure Portfolio Advisor Series
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 Global Income Balanced Ser 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 ETF 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 Class A
Sun GIF Sol Elevate Cons Portfolio Inv A
Sun GIF Sol Her Sun Life Granite Conservative A
Sun GIF Solutions Conservative ETF+ Pf IvA
Sun GIF Solutions Sun Life Granite Conservat Est A
Sun Life Conservative ETF+ Portfolio Ser A
Sun Life Elevate Conservative Portfolio Ser A
Sun Life Granite Conservative Class Series A
Sun Life Granite Conservative Portfolio Series A
Sun Lifetime Adv GIF Sun Life 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 Port Ser Conservative Seg Fd Inv
SunWise Ess 2 Port Ser Income SegBdl 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 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 Retirement Balanced Portfolio Investor Series
TD Retirement Conservative Portfolio Investor Ser
TD US$ Retirement Portfolio - Investor Series
Vanguard Conservative ETF Portfolio (VCNS)
Vanguard Conservative ETF Portfolio Fund Series F
Vanguard Conservative Income ETF Portfolio (VCIP)
Vanguard Retirement Income ETF Portfolio (VRIF)
CDA Conservative Index Portfolio (BGI)
CDA Income Portfolio (CI)
La Capitale Conservative Ind Acct - AGF
Manulife Retirement Income
Batirente Diversified Income
BMO SelectTrust Security Portfolio
BlackRock CDN LifePath Index Retirement
Greystone Retirement Fund
LL Conservative Fund (CI)
Vanguard Target Retirement Income Pooled Fund
CWB Onyx Conservative Solution A
CDSPI Granite Conservative Portfolio (Sun Life)
La Capitale Moderate Profile (Dynamic)
EdgePoint Variable Income Portfolio Series PF
BMO Principle Conservative Portfolio Series A
BMO Principle Income Portfolio Series A
Forstrong Global Income Fund
Concentric Port Series Income GIF 75/75
Assumption Life Select Defensive Portfolio
NCM Conservative Income Portfolio
Manulife Retirement Date Index+ Income
Fidelity ClearPath Idx Pl Ins Inc Ptf IP
Empire Life Canoe Conservative Portfolio GIF
Forstrong Global Income ETF
Dynamic Active Conservative ETF Portfolio
Dynamic Active Income ETF Portfolio
Manulife MMF Yield Opportunities
Fidelity ClearPath Idx Plus Inc 2.80FID
NBI Sustainable Conservative Portfolio
NBI Sustainable Secure Portfolio
Empire Life Vanguard Conservative Income ETF Portfolio GIF
Scotia Strategic Balanced Income Portfolio SP
Manulife Conservative Private Segregated Portfolio (MPIP 75/100)
MFS Conservative Allocation Fund
Yorkville Aegon Conservative Income Portfolio Series A
Global Income Balanced Portfolio Series F
CL Conservative (Invesco)
CL Conservative Income (Fidelity)
CL Conservative Index Asset Allocation
SL TD Greystone Retirement Plus Seg
BMO AM Managed Reserve Income I
CAN Fidelity Tactical Asset Allocation Income
Manulife Fidelity Inc Pvt Sgrgtd Prtfl
Sun Life Granite Conservative Seg
TD Retirement Portfolios
