Fund Facts – IAG Savings and Retirement Plan (issued after April 1, 2012)
Fund Facts help you to get a good idea of the main information that you need to know before investing in a fund.
You’ll find a history of returns, the description and makeup of the fund, the risk level associated with it and the fees related to it.
| 2023 February 23 | Rider - Fund facts IAG SRP - February 23, 2023 (pdf, 86.84 kB) |
| 2022 December 31 | Fund Facts as at December 31, 2022 (pdf, 4.02 MB) |
| 2022 December 31 | SRI Moderate (Inhance) (pdf, 225.41 kB) |
| 2022 December 31 | SRI Balanced (Inhance) (pdf, 223.33 kB) |
| 2022 December 31 | SRI Growth (Inhance) (pdf, 223.08 kB) |
| 2022 December 31 | Sustainable Balanced Portfolio (iA) (pdf, 213.77 kB) |
| 2022 December 31 | Fidelity Climate Leadership BalancedTM (pdf, 302.66 kB) |
| 2022 December 31 | Sustainable Canadian Equity (iA) (pdf, 215.66 kB) |
| 2022 December 31 | Climate Strategy (Wellington) (pdf, 214.55 kB) |
| 2022 December 31 | Focus Prudent (iA) (pdf, 220.66 kB) |
| 2022 December 31 | Focus Moderate (iA) (pdf, 220.47 kB) |
| 2022 December 31 | Focus Balanced (iA) (pdf, 220.71 kB) |
| 2022 December 31 | Focus Growth (iA) (pdf, 220.45 kB) |
| 2022 December 31 | Focus Aggressive (iA) (pdf, 255.54 kB) |
| 2022 December 31 | Selection Prudent (pdf, 384.75 kB) |
| 2022 December 31 | Selection Moderate (pdf, 384.84 kB) |
| 2022 December 31 | Selection Balanced (pdf, 385.03 kB) |
| 2022 December 31 | Selection Growth (pdf, 385.08 kB) |
| 2022 December 31 | Selection Aggressive (pdf, 403.87 kB) |
| 2022 December 31 | Disciplined Prudent (iA) (pdf, 382.43 kB) |
| 2022 December 31 | Disciplined Moderate (iA) (pdf, 382.34 kB) |
| 2022 December 31 | Disciplined Balanced (iA) (pdf, 381.84 kB) |
| 2022 December 31 | Disciplined Growth (iA) (pdf, 382.02 kB) |
| 2022 December 31 | Money Market (iA) (pdf, 386.53 kB) |
| 2022 December 31 | Short Term Bond (iA) (pdf, 386.76 kB) |
| 2022 December 31 | Bond (iA) (pdf, 391.37 kB) |
| 2022 December 31 | Disciplined Bond (iA) (pdf, 383.02 kB) |
| 2022 December 31 | Canadian Corporate Bond (iA) (pdf, 385.27 kB) |
| 2022 December 31 | Core Plus Bond (Wellington Square) (pdf, 404.34 kB) |
| 2022 December 31 | Fixed Income Managed Portfolio (iA) (pdf, 383.19 kB) |
| 2022 December 31 | Global Multisector Bond (Loomis Sayles) (pdf, 383.68 kB) |
| 2022 December 31 | Global Fixed Income (PIMCO) (pdf, 384.6 kB) |
| 2022 December 31 | Floating Rate Income (Wellington Square) (pdf, 382.86 kB) |
| 2022 December 31 | Strategic Corporate Bond (iA) (pdf, 385.99 kB) |
| 2022 December 31 | Fidelity American High Yield Currency Neutral (pdf, 402.59 kB) |
| 2022 December 31 | Diversified Security (iA) (pdf, 224.16 kB) |
| 2022 December 31 | Diversified (iA) (pdf, 224.4 kB) |
| 2022 December 31 | Diversified Opportunity (iA) (pdf, 224.31 kB) |
| 2022 December 31 | Strategic Income (iA) (pdf, 386.87 kB) |
| 2022 December 31 | Global Diversified (Loomis Sayles) (pdf, 387.91 kB) |
| 2022 December 31 | Fidelity Global Monthly Income (pdf, 384.22 kB) |
| 2022 December 31 | Fidelity Multi-Asset Innovation (pdf, 386.53 kB) |
| 2022 December 31 | Global Asset Allocation Security (iA) (pdf, 224.06 kB) |
| 2022 December 31 | Global Asset Allocation (iA) (pdf, 223.61 kB) |
| 2022 December 31 | Global Asset Allocation Opportunity (iA) (pdf, 259.11 kB) |
| 2022 December 31 | Canadian Disciplined Equity (iA) Hybrid 75/25 (pdf, 384.25 kB) |
| 2022 December 31 | Strategic Equity Income (iA) Hybrid 75/25 (pdf, 386.82 kB) |
| 2022 December 31 | Dividend Growth Hybrid 75/25 (pdf, 386.12 kB) |
| 2022 December 31 | Canadian Equity Index (iA) Hybrid 75/25 (pdf, 388.47 kB) |
| 2022 December 31 | Fidelity True North® Hybrid 75/25 (pdf, 386.63 kB) |
| 2022 December 31 | Canadian Equity Growth (iA) Hybrid 75/25 (pdf, 386.42 kB) |
| 2022 December 31 | Fidelity Canadian Opportunities Hybrid 75/25 (pdf, 388.14 kB) |
| 2022 December 31 | Canadian Equity Small Cap (QV) Hybrid 75/25 (pdf, 387.49 kB) |
| 2023 October 23 | Global Dividend (iA) Hybrid 75/25 (pdf, 331.11 kB) |
| 2022 December 31 | Global Disciplined Equity (iA) Hybrid 75/25 (pdf, 384.46 kB) |
| 2022 December 31 | Global Equity (iA) Hybrid 75/25 (pdf, 386.41 kB) |
| 2022 December 31 | Fidelity NorthStar® Hybrid 75/25 (pdf, 386.75 kB) |
| 2022 December 31 | Thematic Innovation (iA) Hybrid 75/25 (pdf, 388.14 kB) |
| 2022 December 31 | U.S. Disciplined Equity (iA) Hybrid 75/25 (pdf, 384.3 kB) |
| 2022 December 31 | Strategic Equity Income (iA) (pdf, 379.79 kB) |
| 2022 December 31 | Dividend Growth (iA) (pdf, 379.05 kB) |
| 2022 December 31 | Canadian Equity Index (iA) (pdf, 378.85 kB) |
| 2022 December 31 | Fidelity True North® (pdf, 378.43 kB) |
| 2022 December 31 | Canadian Equity Growth (iA) (pdf, 379.18 kB) |
| 2022 December 31 | Fidelity Canadian Opportunities (pdf, 379.07 kB) |
| 2022 December 31 | Canadian Equity Small Cap (QV) (pdf, 385.05 kB) |
| 2022 December 31 | North American Equity (iA) (pdf, 385.67 kB) |
| 2023 October 23 | Global Dividend (iA) (pdf, 217.71 kB) |
| 2022 December 31 | Global Equity Index ACWI (BlackRock) (pdf, 386.84 kB) |
| 2022 December 31 | Global Dividend (Dynamic) (pdf, 385.09 kB) |
| 2022 December 31 | Global Equity (iA) (pdf, 388.27 kB) |
| 2022 December 31 | Global Opportunities (Loomis Sayles) (pdf, 410.91 kB) |
| 2022 December 31 | Global True Conviction (iA) (pdf, 218.66 kB) |
| 2022 December 31 | Global Equity Opportunistic Value (Wellington) (pdf, 379.92 kB) |
| 2022 December 31 | Fidelity Global Concentrated Equity (pdf, 383.29 kB) |
| 2022 December 31 | Fidelity North Star® (pdf, 376.6 kB) |
| 2022 December 31 | International Equity Index (BlackRock) (pdf, 380.87 kB) |
| 2022 December 31 | International Equity (iA) (pdf, 377.52 kB) |
| 2022 December 31 | Fidelity European Equity (pdf, 376.67 kB) |
| 2022 December 31 | U.S. Equity Index (BlackRock) (pdf, 378.76 kB) |
| 2022 December 31 | Fidelity Insights (pdf, 379.45 kB) |
| 2022 December 31 | Thematic Innovation (iA) (pdf, 377.91 kB) |
| 2022 December 31 | American (Dynamic) (pdf, 384.73 kB) |
| 2022 December 31 | U.S. Equity (iA) (pdf, 408.76 kB) |
| 2022 December 31 | U.S. Dividend Growth (iA) (pdf, 386.6 kB) |
| 2022 December 31 | Fidelity Global Innovators® (pdf, 378.96 kB) |
| 2022 December 31 | Asian Pacific (iA) (pdf, 383.84 kB) |
| 2022 December 31 | Emerging Markets (Jarislowsky Fraser) (pdf, 377.11 kB) |
| 2022 December 31 | Global Health Care (Renaissance) (pdf, 378.51 kB) |
| 2022 December 31 | Global Infrastructure (Dynamic) (pdf, 375.9 kB) |
| 2022 December 31 | Real Estate Income (iA) (pdf, 377.09 kB) |
| 2022 December 31 | U.S. DAQ Index (iA) (pdf, 376.69 kB) |
| 2022 December 31 | Indexia Prudent (iA) (pdf, 385.83 kB) |
| 2022 December 31 | Indexia Moderate (iA) (pdf, 385.16 kB) |
| 2022 December 31 | Indexia Balanced (iA) (pdf, 384.78 kB) |
| 2022 December 31 | Indexia Growth (iA) (pdf, 382.89 kB) |
| 2022 December 31 | Indexia Aggressive (iA) (pdf, 382.9 kB) |
| 2022 December 31 | FORLIFE Guaranteed Maximum Income (iA) (pdf, 384.47 kB) |
| 2022 December 31 | FORLIFE Guaranteed Income & Growth (iA) (pdf, 135.95 kB) |