In the first edition of Seg-fund edge, we highlight our funds whose net returns outperformed their peers in the same CIFSC1 category (which includes both segregated and mutual funds) over the past 12 months. The results speak for themselves 👇
Highlights as at June 30th, 2026
|
Beating the Category Average
|
Recognized Excellence
|
Powered by iAGAM |
|
Nearly half (35/76) of iA segregated funds outperformed* their category average. |
More than half of these 35 funds have received a Morningstar rating of 4 or 5 stars or a FundGrade rating of A+. |
Most (20/35) top performers are managed by iAGAM – exclusive to iA. |
*Positive difference in net return compared to the average of segregated and mutual funds in the same category.
Solid performance across the board
This edition’s standout funds (12 months to June 30, 2026):
|
Net return2 |
CIFSC3 category average return |
Difference vs industry |
|
|
Fidelity Global Innovators® |
65.1% |
19.2% |
45.9% |
|
|
50% |
28.8% |
21.2% |
|
Fidelity Multi-Asset Innovation |
36.8% |
17% |
19.8% |
|
US DAQ Index |
35.3% |
20.1% |
15.2% |
|
Global healthcare (Renaissance) |
32.6% |
18.4% |
14.2% |
|
International Equity |
27% |
16.2% |
10.8% |
Canadian Equity Small Cap
Get ahead!
Where segregated fund net returns (i.e. returns after deducting applicable fees) are comparable to or exceed those of their category (which includes mutual funds), why not take full advantage of the unique guarantees and protections that segregated funds offer?
Indexia: Low cost, strong net returns
With Total Cost Reporting (TCR) bringing fees into sharper focus, some investors might be looking to diversify their portfolio by adding low cost solutions that deliver value. Indexia delivers.
Designed for cost conscious investors, Indexia funds not only offer comparatively lower Management Expense Ratios (MERs), but in the 12 months to June 30, most of them outperformed in their categories. 
Go a step further – offer even more value with F-Class and Prestige Preferential Pricing!
And remember – we just reduced the MER of all Indexia and most Index funds! Read about it here.
1 Canadian Investment Funds Standards Committee.
2 Returns calculated on iAG SRP Classic Series 75/75 funds.
3 Within the same CIFSC category, segregated funds in the 75/75 series
that are open for sale and mutual funds with a 1.00% annual trailer commission.
