| Fund Name | Category Name |
| Burgundy Canadian Large Cap Equity | Canadian Equity |
| Burgundy China | Greater China Equity |
| Burgundy Core Plus Bond II | Canadian Fixed Income |
| Burgundy Emerging Markets Equity | Emerging Markets Equity |
| Burgundy Focus Asian Equity | Geographic Equity |
| Burgundy Global Equity | Global Equity |
| Burgundy Global Equity III | Global Equity |
| Burgundy Global Focused Opportunities | Global Equity |
| Burgundy High Yield Bond | High Yield Fixed Income |
| Burgundy Investment Grade Bond | Global Corporate Fixed Income |
| Burgundy Long Bond | Canadian Long Term Fixed Income |
| Burgundy Partners' Bond | Global Fixed Income |
| Burgundy Total Return Bond | Global Corporate Fixed Income |
| Cadence Managed Income Fund | Canadian Fixed Income |
| Cadence Select Equity Fund | North American Equity |
| Caldwell Canadian Value Momentum Fund Series A | Canadian Equity |
| Caldwell ICM Market Strategy Trust | Alternative Equity Focused |
| Caldwell North American Equity Strategy | Alternative Equity Focused |
| Caldwell North American Fund Ser A 101/001/011 | North American Equity |
| Caldwell U.S. Dividend Advantage Fund Series A | U.S. Equity |
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