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Investment Funds (Segregated Funds)
By putting money in investment funds of the IAG Savings and Retirement Plan,
you are combining your savings with those of investors having similar
investment objectives and benefiting from the skills of experienced managers.
No matter what your financial horizon or your investor profile, we have
the right investment fund for you.
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Who Should Consider Investment Funds?
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All types of investors, from cautious
to aggressive, primarily those having a medium- to long-term investment
horizon. |
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Features and Advantages of segregated funds
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Only insurance companies offer segregated funds. Our funds have numerous advantages that set them apart from mutual funds :
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We offer a guarantee on your deposits,
applicable at the maturity of the investment or at death. You can
recover the entire amount you have invested. |
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You can protect the Returns generated from your investments.
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You can protect your savings against potential creditors*.
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The estate value is protected at death (without probate
fees).
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We ensure the continuity of your contributions in the event of disability*.
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*Certain conditions apply.
Among the Funds offered within the IAG Savings and Retirement Plan, Focus funds are adjusted periodically to conserve the asset mix described in your investor profile.
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Funds Available
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The IAG Savings and Retirement program includes two separate series of funds, each with its own guarantees and choice of funds.
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CLASSIC SERIES: A range of investment funds designed for those who seek long-term growth potential and low-cost capital protection.
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ECOFLEX SERIES: A range of investment funds that offer a full guarantee of your capital and medium- to long-term growth potential. In addition, you can also protect the return on your investments.
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Diploma
Fund
The Diploma Fund is the ideal financial vehicle to finance a child’s
post-secondary education.
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My Education Fund
Access to the range of My Education
investment funds.
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Mutual
Funds Offered by Our Investia Financial Services Inc. Subsidiary
Investia Financial Services Inc. is a mutual fund dealer that distributes
a wide range of mutual funds through its representatives.
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