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Upcoming launch of five new segregated funds

October 17, 2022

The countdown has begun!

We want to give you advance notice of the upcoming launch of five new segregated funds. The toolbox below will help you get acquainted with the new funds so that you can promote them to your clients when the time comes.

Also, don't miss the Savings and Investment Conferences where our discussion panel will feature the portfolio managers of the new ESG funds.

 

Dates to remember

  • Available for sale in EVO: October 24
  • Official launch: Week of October 31 at the Savings and Investment Conferences (information/registration, see below)


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Your toolboxTo learn about and promote the new funds! More sales support documents will follow the week of October 24.

 

FIVE NEW SEGREGATED FUNDS

iA Financial Group proudly announces the addition of five new segregated funds on October 24: four ESG funds and one global equity value fund. The company is offering investors the opportunity to grow their savings through high-potential investment options that capitalize on sustainable trends, decarbonization and the current market environment.

 

FOUR NEW ESG FUNDS
Take advantage of one of the best ESG segregated fund offerings in the industry!

  • Sustainable Balanced Portfolio (iAIM)
  • Fidelity Climate Leadership BalancedTM
  • Sustainable Canadian Equity (iAIM)
  • Climate Strategy (Wellington)

 

ONE NEW GLOBAL EQUITY FUND

  • Global Equity Opportunistic Value (Wellington)

 

Want to learn more about the new funds?

Contact your sales team who will be happy to answer your questions.

 

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DON’T MISS THE SAVINGS AND INVESTMENT CONFERENCES

It’s time to register for this new edition which will be held following the theme “Shaping success”.

When: 1st week of November

Where: Virtual, live from the studio

 

To register and get all the details, see the email invitation sent to you by iA Financial Group Events on September 30.

Can’t find your invitation? Contact us at conference@ia.ca.

 

Topics : Savings, Investments

Written by iA