Equity and balanced investment funds

are comprised of assets in equity and balanced mutual funds, life insurance segregated funds and exchange-traded funds, with adjustments for double-counting resulting from the wrapping of mutual funds into life insurance segregated funds and insurance company group segregated funds. This category includes all investment funds other than money market, mortgage and bond funds. The universe of equity and balanced investment funds is divided into eight major asset classes: Canadian balanced funds, international balanced funds, income balanced funds, Canadian equity funds, international equity funds, U.S. equity funds, equity income funds and real estate funds.

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