On September 14, 2026, 4 segregated funds currently managed by external fund managers will be taken over by Tej Rai and Alex Bellefleur of iA Global Asset Management (iAGAM).
Although the funds will be renamed, the fund category, risk level, and investment objectives will not change.
Affected clients will be informed via their June 30th investment statement.
No action is required on you or your client’s part, although we invite you to follow up with them to ensure transparency.
The changes are as follows:
More about the new portfolios
To offer our clients the most suitable solutions, we considered several key factors: performance, investment risks, tax implications and costs.
Sustainable (iA) family of funds:
- An all-in-one managed solution, mainly index-based and focused on sustainable investment (ESG funds, green bonds, climate, etc.).
- MER will decrease following this change.
Global Equity Portfolio (iA):
- New underlying portfolio managers will be added alongside Dynamic.
- The portfolio will be more diversified and can serve as a one-stop shop for equities.
- No change to MER.
