Great news! We’ve lowered the management expense ratio (MER) of 13 segregated funds—including 4 index funds and all funds in the Indexia family! 🎉
These reductions are already in effect and offer an even more competitive cost structure.
Outstanding competitive rates
The MER of the following 13 funds has been reduced:👇
1 These reductions have been in effect since March 16, 2026, and are calculated in relation to our most recently published MERs.
2 The reduction shown is an average of those applicable to Prestige 300 and Prestige 500.
For more details, see the Fund Codes and Management Expense Ratios (F13-1000A) document.
Preparing you for total cost reporting (TCR)
With TCR requirements in effect since January 1, the financial world is evolving - transparency, advisory value, and costs matter more than ever to your clients.
And don’t forget that the benefits of segregated funds still apply – demonstrate their value and make sure your clients know what they’re getting in return!
Navigate change with confidence
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