Discover our new segregated funds
Options ranging from small cap Canadian equities to global indices to cater to a broad spectrum of investor profiles.
Diversified funds
Global Growth
and Income (iA)
The best of both worlds
- Dividend fund providing balanced exposure to equity and fixed income securities from around the world.
- Global exposure broadens the investment universe to increase growth potential.
- Actively managed by two highly experienced investment teams with a strong track record of value creation.
Canadian equity funds
Canadian Equity
Small Cap (iA)
Style: Growth at a reasonable price
- Seeks long-term capital growth by investing primarily in equity securities of small and mid cap Canadian companies.
- Superior growth potential and diversification compared to large cap companies.
- 5-star Morningstar rating!
Marc Gagnon
Winner of the Brendan Wood International 2021-2022 Top Gun Investment Minds award
Indexia funds
Indexia
Bond (iA)
Replicates the FTSE Canada Universe Bond Index
- Aims to replicate the yield of government and corporate bonds outstanding in the Canadian market.
- Create your own Indexia portfolio!
Indexia funds
Indexia
Canadian Equity (iA)
Replicates the S&P/TSX Capped Composite Index
- Weightings capped at 10% for all constituents and covers approximately 95% of the Canadian equity market.
- Create your own Indexia portfolio!
Indexia funds
Indexia
Global Equity (iA)
Replicates the MSCI World ex Canada Total Return Index.
- Captures large and mid cap representation across 22 of 23 Developed Markets countries (excluding Canada).
- With 1,342 constituents, the index covers approximately 85% of the market capitalization in each country.
- Create your own Indexia portfolio!
Overview of our fund lineup
Carefully selected, our lineup includes a variety of asset classes, complementary management styles and geographic diversification, allowing you to take advantage of the markets’ full potential.
The advantages of segregated funds combined with the sound advice of a financial security expert bring you peace of mind and accelerate the growth of your assets.
High standards in evaluation and development that set us apart
- The in-depth expertise of an internal investment management team (iAGAM)
- Renowned external managers and firms
- An identical comprehensive fund lineup for the Classic Series 75/75 and 75/100
- A mix of active and passive management offering more flexibility to investors
- Prestige preferential pricing
- Managed solutions to make your life easier
- Competitive management fees
Leading the industry since 2016
Our enviable position isn’t just by chance. We’ve earned it through the continual hard work of our expert teams, who are focused on selecting qualified portfolio managers and closely monitoring fund performance. Our goal? Always offer our clients and advisors a superior lineup of funds.
A seasoned team behind iAGAM’s success
- A team of over 250 people, almost all of whom are investment professionals
- Managing over $100 billion in assets allocated among general portfolios, segregated funds and mutual funds
- Comprising portfolio managers who prioritize fundamental analysis, value identification, long-term investment and controlled risk-taking
Clientele
- iA Financial Group general funds
- Segregated funds and mutual funds
- Pension plans and pension funds
- Foundations, institutional clients and more
Our external managers are highly experienced and come from brand-name firms as well as smaller boutique firms with specific investment expertise.
Much more than a question of performance
At iA Financial Group, we have an internal team dedicated to the selection and monitoring of external managers that evaluates them on the basis of their investment team, process and performance.
