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Changes to iA's fund lineup | Launch and mergers

August 18, 2021

iA Financial Group wishes to inform you in advance of changes made to the segregated funds lineup on October 25 (new funds) and November 19 (fund mergers).

At iA, we strive to ensure that our funds are always positioned to respond to the opportunities and complexities of ever-changing markets, and that our funds add value for our clients.

Find out all the details of the launch and mergers in your toolbox:

Your toolbox


 

OVERVIEW OF CHANGES

On October 25, 2021

FOUR NEW SEGREGATED FUNDS

 

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  • Fixed Income Managed Portfolio
    Your one-stop shop in fixed income, thanks to iAIM!
  • Global Multisector Bond (Loomis Sayles)
    A multisector fund created from a broad opportunity set.
  • Fidelity Global Innovators®
    A portfolio of fast-growing innovative companies.
  • Fidelity Multi-Asset Innovation
    Two distinct strategies. One sizable opportunity!

Launch details can be found in the toolbox above.

 


 

FUND MERGERS (on November 19, 2021)

&

60-DAY NOTICE OF FUND MERGERS TO CLIENTS (on September 3, 2021)

iA Financial Group will proceed with the merger of the following funds on November 19. Important details regarding these mergers and the letter to be sent to clients affected by these changes (refer also to your personalized list in the Advisor Centre), can be found in the toolbox above.

  • Diversified Income into Diversified Opportunity
  • North American Equity Hybrid 75/25 into Dividend Growth Hybrid 75/25
  • Global Opportunities (Loomis Sayles) Hybrid 75/25 into Global Dividend (Dynamic) Hybrid 75/25
  • Global True Conviction Hybrid 75/25 into Global Equity Hybrid 75/25

Need to know more?

 

 Note that an additional communication with other useful marketing tools will follow in October.

If you have any questions about these changes, please contact your sales team.

 

Topics : Investments, Portfolio Managers

Written by iA