| Fund Name | Category Name |
| Meritage Diversified Fixed Income Port - Adv/DSC | Global Core Plus Fixed Income |
| Meritage Global Balanced Portfolio Adv/ISC | Global Neutral Balanced |
| Meritage Global Conservative Portfolio Adv/DSC | Global Fixed Income Balanced |
| Meritage Global Equity Portfolio - Adv/DSC | Global Equity |
| Meritage Global Growth Plus Portfolio Adv/DSC | Global Equity Balanced |
| Meritage Global Growth Portfolio Adv/DSC | Global Equity Balanced |
| Meritage Global Moderate Portfolio Adv/DSC | Global Neutral Balanced |
| Meritage Growth Income Portfolio - Adv/DSC | Canadian Equity Balanced |
| Meritage Growth Plus Income Portfolio - Adv/DSC | Canadian Equity Balanced |
| Meritage Growth Plus Portfolio - Adv/DSC | Canadian Equity Balanced |
| Meritage Growth Portfolio - Adv/DSC | Canadian Equity Balanced |
| Meritage International Equity Portfolio - Adv/DSC | International Equity |
| Meritage Moderate Income Portfolio - Adv/DSC | Canadian Fixed Income Balanced |
| Meritage Moderate Portfolio - Adv/DSC | Canadian Fixed Income Balanced |
| Meritage Tactical ETF Balanced Portfolio Adv/DSC | Tactical Balanced |
| Meritage Tactical ETF Equity Portfolio - Adv / DSC | Global Equity |
| Meritage Tactical ETF Growth Portfolio Adv/DSC | Tactical Balanced |
| Meritage Tactical ETF Moderate Portfolio Adv/DSC | Tactical Balanced |
| META (META) Yield Sh Purp ETF (YMET) | Alternative Other |
| META (META) Yield Shares Purpose ETF - ETF Shares (YMET) | Alternative Equity Focused |
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