Tactical Balanced

Funds in the Tactical Balanced category must have a flexible asset allocation policy ranging from 40% (or less) to 60% (or more) in each of equity and fixed income securities. Inclusion in this category may be based on: i) a written asset allocation policy meeting the above definition (i.e. in a fund’s prospectus or written investment policy); ii) a portfolio manager’ or sub-adviser’s stated or known approach to managing portfolios; or iii) the fund’s historical asset allocation tendencies. The portfolio manager or sub-adviser may employ one or more methods to make their asset allocation decisions.

Barometer Tactical Balanced Pool Class A
Beneva CI Cdn Asset Allocation GIF Bas
Beneva Universal Life CI Cambridge Cdn Asset Allo
BMO Canadian Balanced Growth GIF 100/100 A
BMO Canadian Income Strategy GIF 100/100 Class A
BMO Global Low Volatility ETF Fund Series A
BMO North American Income Strategy GIF 100/100 A
BMO Tactical Balanced ETF Fund Series A
BMO Tactical Balanced GIF 75/100 Class A
BMO Tactical Dividend ETF Fund Series A
BMO Tactical Global Asset Allocation ETF Fund A
BMO Tactical Global Equity ETF Fund Series A
BMO Tactical Global Growth ETF Fund Series A
Canoe Asset Allocation Portfolio Class Series A
CC&L Core Income and Growth Fund Series A
CC&L Diversified Income Fund Series A
CI Canadian Asset Allocation Corporate Class A
CI Canadian Asset Allocation Fund Series A
CI Diversified Yield Corporate Class A
CI Diversified Yield Fund Series A
CI G5/20 2038 Q3 Fund (Class A units)
CI G5/20 2038 Q4 Fund (Class A units)
CI G5/20 2039 Q2 Fund (Class A units)
CI G5/20 2039 Q3 Fund Class A units
CI G5/20 2040 Q1 Fund (Class A units)
CI G5/20 2040 Q4 Fund (Class A units)
CI G5/20i 2035 Q1 Fund (Class A units)
CI G5/20i 2035 Q2 Fund (Class A units)
CI G5/20i 2036 Q1 Fund (Class A units)
CI G5/20i 2036 Q2 Fund (Class A units)
Desjardins Global Balanced Growth Fund Class A
Desjardins Global Balanced Strategic Income Fd A
Desjardins Tactical Asset Allocation Fund I Class
DFS GIF - Asset Allocation - CI Series 5
DFS GIF - Global Bal Growth - Desjardins Ser 5
Dynamic Asset Allocation Private Pool Series F
Dynamic Global Strategic Yield Fund Series A
Dynamic Premium Balanced Prvt Pool Cl F
Dynamic Strategic Yield Class Series A
Dynamic Strategic Yield Fund Series A
Empire Life Asset Allocation GIF - A
Empire Life Global Asset Allocation GIF 75/75 K
Equitable Canoe Asset Allocation Portfolio GIF
Equitable Fidelity Tactical High Income GIF
Exemplar Global Growth and Income Fund Series A
Exemplar Growth and Income Fund Series AD
Fidelity Tactical High Income Currency Neu Fd B
Fidelity Tactical High Income Fund Series B
Global Tactical Asset Allocation Fund Class A
iProfile Active Allocation Private Pool I Ser I
iProfile Active Allocation Private Pool II Ser I
iProfile Active Allocation Private Pool III Ser I
Limpid Global Fund Series B
Mackenzie Tactical Asset Allocation Fund A
Manulife CI Canadian AA GIF Sel InvP 77
Manulife Id Frk BW Glo Bal SS Id 100/100
Manulife Ideal Tactical Income Fund S2 Id 75/75
Manulife RetirementPlus Global Managed Volatility
Manulife Tactical Income Fund Advisor Series
Meritage Tactical ETF Balanced Portfolio Adv/DSC
Meritage Tactical ETF Growth Portfolio Adv/DSC
Meritage Tactical ETF Moderate Portfolio Adv/DSC
MLD Core Fund Series F
NBI Tactical Asset Allocation Fund Advisor/ISC
NBT Tactical Asset Allocation Pooled Fund
NEI Managed Asset Allocation Pool I
Ninepoint Balanced+ Fund Series A
PICTON Balanced Fund Class A
Purpose Multi-Asset Income Fund Series A
Purpose Tactical Asset Allocation Fund Series A
Scotia Diversified Balanced Fund - Series A
Steadyhand Founders Fund Series A
Sun GIF Sol PICTON Balanced Fund Inv A
Sun GIF Solutions CI Canadian A A Est A
Sun GIF Solutions Sun Life Dynamic Strat Yld Est A
Sun Life Dynamic Strategic Yield Fund Series A
Sun Life Granite Enhanced Income Portfolio A
Sun Life Granite Income Portfolio Series A
Sun Life Nuveen Flexible Income Fund Series I
SunWise Essential 2 CI Div Bal Seg Fd Inv Cl PIM
TD Tactical Monthly Income Class Investor Series
TD Tactical Monthly Income Fund - Investor Series
Manulife GIF Select Fidelity Global AA
Integra Gr & Inc Diversified Private Tr
Euro Banc Capital Securities Trust
CI G520 2039 Q4 Class A
ReSolve Adaptive Asset Allocation Fund
LL Cambridge Asset Allocation Fund (CI)
Metric Dynamic Asset Allocation
CI G5/20 2041 Q3 Fund
CI G5/20i 2036 Q3 Fund
1832 AM Global Completion LP
1832 AM Tactical Asset Allocation LP
Hudson Total Mandate Portfolio Fund
CI G520i 2034 Q4 Class A
CDSPI Diversified Growth Fund (Schroder)
CI Vantage Managed Payout Portfolio 1946 - 1948 Class A
CI Vantage Managed Payout Portfolio 1949 - 1951 Class A
CI Vantage Managed Payout Portfolio 1952 - 1954 Class A
CI Vantage Managed Payout Portfolio 1955 - 1957 Class A
CI Vantage Managed Payout Portfolio 1958 - 1960 Class A
CI Vantage Managed RRSP/RRIF Payout Portfolio 1946 - 1948 Class A
CI Vantage Managed RRSP/RRIF Payout Portfolio 1949 - 1951 Class A
CI Vantage Managed RRSP/RRIF Payout Portfolio 1952 - 1954 Class A
CI Vantage Managed RRSP/RRIF Payout Portfolio 1955 - 1957 Class A
CI Vantage Managed RRSP/RRIF Payout Portfolio 1958 - 1960 Class A
Pacifica Partners Tactical Balanced Pool
Sun Global Tactical Yield Private Pool
Castlefront Global Balanced Pool Series A
Concentric Cambridge Asset Allocation GIF 75/75
Adaptive ETF Global Tactical Fund
Quintessence Wealth RowanOak Enhanced Global Yield Fund Series R
Sabius Private Institutional Mandate
BMO Global Low Volatility ETF Fund
DFS GIF Canadian Asset Allocation CI 6F
Assumption/CI Canadian Asset AllocH75/75
Limpid Global Fund
Hoovest Smart Indexing
Equitable Canoe Asset Allocation GIF
Global Tactical ETF Asset Allocation Series F
CL Socially Resp. Asset Alloc (NEI)