North American Industry Classification System (NAICS) Canada 2017 Version 2.0

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52691 - Open-end investment funds

This industry comprises funds primarily engaged in investing in a specialized (except real estate) or a diversified portfolio of securities and other investments on behalf of their shareholders/unit holders. Shares are offered in an initial public offering, after which additional shares are offered continuously. Shares are redeemed at the market price, as determined by the net asset value.

526911 - Equity funds - CanadianCAN

This Canadian industry comprises funds primarily engaged in investing in common shares of Canadian companies with the objective being investment appreciation or growth.

All examples

526912 - Equity funds - foreignCAN

This Canadian industry comprises funds primarily engaged in investing common shares of foreign companies with the objective being investment appreciation or growth.

All examples

526913 - Mortgage fundsCAN

This Canadian industry comprises funds primarily engaged in investing in mortgages on property with the objective being interest income.

526914 - Money market fundsCAN

This Canadian industry comprises funds primarily engaged in investing in money market instruments, short term investments, such as treasury bills, government or government guaranteed debt, or commercial paper with the objective being income from the change in short term interest rates.

    All examples

  • Inclusion(s)

    • investments in Canadian or foreign money market funds

526915 - Bond and income / dividend funds - CanadianCAN

This Canadian industry comprises funds primarily engaged in investing in a portfolio of Canadian debt issues or preferred and/or common shares of Canadian companies with the objective being interest and/or dividend income.

All examples

526916 - Bond and income / dividend funds - foreignCAN

This Canadian industry comprises funds primarily engaged in investing in a portfolio of foreign debt issues or preferred and/or common shares of foreign companies with the objective being interest and/or dividend income.

All examples

526917 - Balanced funds / asset allocation fundsCAN

This Canadian industry comprises funds primarily engaged in investing in a portfolio that will include equity investments, fixed income investments and money market securities. The blend will depend on the fund as well as stock and bond trends, the objective being a balance of income and capital appreciation.

526919 - Other open-ended fundsCAN

This Canadian industry comprises open-end funds, not classified to other Canadian classes, which invest in futures, precious metals, hedge funds and others.

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