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Asian Pacific (iAIM): Details on new investment approach and lower MERs

January 16, 2023

The quantitative multifactor strategy is now at the heart of the Asia Pacific (iAIM) Fund's investment approach. Learn more now!

We have prepared a document that presents the expertise behind this approach at iAIM, the Fund's new mandate and positioning, and what factor investing is all about.

Check out the Fund's presentation


As a reminder, 

  • As of January 16, 2023, the new portfolio manager is Sébastien Vaillancourt, Senior Director, Portfolio Manager, Quantitative Equity for iAIM
  • Sébastien works closely with Matthew Kurbat, Head of Quantitative Research
  • No action is required on your part or on the part of the client holding the Fund
  • Clients holding the Asian Pacific (Dynamic) Fund are notified of the change by way of a note to the 2022 semi-annual statement
  • They will automatically benefit from a decrease of approximately 0.20% in the management expense ratio (MER) associated with the Asian Pacific (iAIM) Fund
  • The next update of the Fund Codes and Management Expense Ratios (F13-1000A) document will showcase the MER adjustment.

 

For more details on this change and to read the Q&A, see the December 13, 2022 article in iA CONNECTED.

 

Topic : Portfolio Managers

Written by iA