iA Financial Group wishes to inform you in advance of changes made to the segregated funds lineup on October 26th (new funds) and November 20th (mergers and closures).
At iA Financial Group, 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. This is why we are making the following changes:
NEW FUNDS
- A new family of socially responsible managed solutions!
Because more and more investors are seeing the personal and financial benefits of socially responsible investing (SRI), on October 26, iA Financial Group proudly adds Vancity Investment Management's SRI Moderate (Inhance) and SRI Growth (Inhance) Funds to its line of segregated funds.
These new funds join the SRI Balanced (Inhance) Fund already offered to form a new family of socially responsible managed solutions, also known as ESG funds!
- Driving outperformance across the globe!
The launch will also see the addition of the Global Opportunities (Loomis Sayles) Fund, a global equity fund managed by one of the oldest and most respected firms in the world and highly regarded by advisors.
This Fund is offered exclusively in the segregated fund industry by
iA Financial Group!
Launch details can be found in the Toolbox below.
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NOTICE OF FUND MERGERS AND CLOSURES
- Letter to clients on September 17, 2020 regarding upcoming fund mergers and closures
Important details regarding fund mergers and closures and the letters to be sent on September 17 to clients affected by these changes, are contained in the Toolbox.
We recommend that you use a computer to open the Toolbox. If you have any questions or comments regarding the Toolbox's content, please contact your sales teams.
Finally, note that an additional communication with further marketing tools related to the launch will follow in early October and a promotional campaign will be launched on October 26, including on social media.
