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.
| 2022 October 24 | Rider - Fund facts IAG SRP - October 24, 2022 (pdf, 356.53 kB) |
| 2021 December 31 | Fund Facts as at December 31, 2021 (pdf, 3.8 MB) |
| 2021 December 31 | Focus Prudent (pdf, 924.54 kB) |
| 2021 December 31 | Focus Moderate (pdf, 939.26 kB) |
| 2021 December 31 | Focus Balanced (pdf, 723.12 kB) |
| 2021 December 31 | Focus Growth (pdf, 721.89 kB) |
| 2021 December 31 | Focus Aggressive (pdf, 939.08 kB) |
| 2021 December 31 | Selection Prudent (pdf, 895.84 kB) |
| 2021 December 31 | Selection Moderate (pdf, 676.15 kB) |
| 2021 December 31 | Selection Balanced (pdf, 894.18 kB) |
| 2021 December 31 | Selection Growth (pdf, 895.06 kB) |
| 2021 December 31 | Selection Aggressive (pdf, 510.08 kB) |
| 2021 December 31 | Disciplined Prudent (iAIM) (pdf, 672.53 kB) |
| 2021 December 31 | Disciplined Moderate (iAIM) (pdf, 890.97 kB) |
| 2021 December 31 | Disciplined Balanced (iAIM) (pdf, 890.14 kB) |
| 2021 December 31 | Disciplined Growth (iAIM) (pdf, 507.79 kB) |
| 2021 December 31 | Money Market (pdf, 953.45 kB) |
| 2021 December 31 | Short Term Bond (pdf, 959 kB) |
| 2021 December 31 | Bond (pdf, 900.35 kB) |
| 2021 December 31 | Disciplined Bond (iAIM) (pdf, 891.8 kB) |
| 2021 December 31 | Canadian Corporate Bond (pdf, 891.37 kB) |
| 2021 December 31 | Core Plus Bond (Wellington Square) (pdf, 702.46 kB) |
| 2021 December 31 | Fixed Income Managed Portfolio (pdf, 925.34 kB) |
| 2021 December 31 | Global Multisector Bond (Loomis Sayles) (pdf, 499.2 kB) |
| 2021 December 31 | Global Fixed Income (PIMCO) (pdf, 656.32 kB) |
| 2021 December 31 | Floating Rate Income (Wellington Square) (pdf, 654.51 kB) |
| 2021 December 31 | Strategic Corporate Bond (pdf, 891.15 kB) |
| 2021 December 31 | Fidelity American High Yield Currency Neutral (pdf, 652.8 kB) |
| 2022 October 24 | Sustainable Balanced Portfolio (iAIM) (pdf, 72.64 kB) |
| 2022 October 24 | Fidelity Climate Leadership BalancedTM (pdf, 71.62 kB) |
| 2022 October 24 | Sustainable Canadian Equity (iAIM) (pdf, 68.84 kB) |
| 2022 October 24 | Climate Strategy (Wellington) (pdf, 72.25 kB) |
| 2021 December 31 | Diversified Security (pdf, 933.89 kB) |
| 2021 December 31 | Diversified (pdf, 907.86 kB) |
| 2021 December 31 | Diversified Opportunity (pdf, 907.68 kB) |
| 2021 December 31 | SRI Moderate (Inhance) (pdf, 868.84 kB) |
| 2021 December 31 | SRI Balanced (Inhance) (pdf, 864.2 kB) |
| 2021 December 31 | SRI Growth (Inhance) (pdf, 888.96 kB) |
| 2021 December 31 | Strategic Income (pdf, 938.49 kB) |
| 2021 December 31 | Global Diversified (Loomis Sayles) (pdf, 891.58 kB) |
| 2021 December 31 | Fidelity Global Monthly Income (pdf, 642.56 kB) |
| 2021 December 31 | Fidelity Multi-Asset Innovation (pdf, 887.17 kB) |
| 2021 December 31 | Global Asset Allocation Security (iAIM) (pdf, 938.35 kB) |
| 2021 December 31 | Global Asset Allocation (iAIM) (pdf, 974.91 kB) |
| 2021 December 31 | Global Asset Allocation Opportunity (iAIM) (pdf, 974.65 kB) |
| 2021 December 31 | Canadian Disciplined Equity (iAIM) Hybrid 75/25 (pdf, 932.2 kB) |
| 2021 December 31 | Strategic Equity Income Hybrid 75/25 (pdf, 935.25 kB) |
| 2021 December 31 | Dividend Growth Hybrid 75/25 (pdf, 978.23 kB) |
| 2021 December 31 | Canadian Equity Index Hybrid 75/25 (pdf, 938.44 kB) |
| 2021 December 31 | Fidelity True North® Hybrid 75/25 (pdf, 977.24 kB) |
| 2021 December 31 | Canadian Equity Growth Hybrid 75/25 (pdf, 939.36 kB) |
| 2021 December 31 | Fidelity Canadian Opportunities Hybrid 75/25 (pdf, 669.13 kB) |
| 2021 December 31 | Canadian Equity Small Cap (QV) Hybrid 75/25 (pdf, 667.59 kB) |
| 2021 December 31 | Global Disciplined Equity (iAIM) Hybrid 75/25 (pdf, 929.48 kB) |
| 2021 December 31 | Global Dividend (Dynamic) Hybrid 75/25 (pdf, 927.15 kB) |
| 2021 December 31 | Global Equity Hybrid 75/25 (pdf, 926.41 kB) |
| 2021 December 31 | Fidelity NorthStar® Hybrid 75/25 (pdf, 925.58 kB) |
| 2021 December 31 | Thematic Innovation Hybrid 75/25 (pdf, 927.9 kB) |
| 2021 December 31 | U.S. Disciplined Equity (iAIM) Hybrid 75/25 (pdf, 921.72 kB) |
| 2021 December 31 | Strategic Equity Income (pdf, 469.39 kB) |
| 2021 December 31 | Dividend Growth (pdf, 858.69 kB) |
| 2021 December 31 | Canadian Equity Index (pdf, 573.36 kB) |
| 2021 December 31 | Fidelity True North® (pdf, 584.36 kB) |
| 2021 December 31 | Canadian Equity Growth (pdf, 620.26 kB) |
| 2021 December 31 | Fidelity Canadian Opportunities (pdf, 693.99 kB) |
| 2021 December 31 | Canadian Equity Small Cap (QV) (pdf, 846.49 kB) |
| 2021 December 31 | North American Equity (pdf, 813.73 kB) |
| 2022 October 24 | Global Equity Opportunistic Value (Wellington) (pdf, 63.22 kB) |
| 2021 December 31 | Global Equity Index ACWI (BlackRock) (pdf, 678.05 kB) |
| 2021 December 31 | Global Dividend (Dynamic) (pdf, 817.4 kB) |
| 2021 December 31 | Global Equity (pdf, 566.16 kB) |
| 2021 December 31 | Global Opportunities (Loomis Sayles) (pdf, 769.5 kB) |
| 2021 December 31 | Global True Conviction (pdf, 767.12 kB) |
| 2021 December 31 | Fidelity Global Concentrated Equity (pdf, 806.09 kB) |
| 2021 December 31 | Fidelity North Star® (pdf, 871.58 kB) |
| 2021 December 31 | International Equity Index (BlackRock) (pdf, 568.74 kB) |
| 2021 December 31 | International Equity (pdf, 569.62 kB) |
| 2021 December 31 | Fidelity European Equity (pdf, 737.91 kB) |
| 2021 December 31 | U.S. Equity Index (BlackRock) (pdf, 613.47 kB) |
| 2021 December 31 | Fidelity Insights (pdf, 469.53 kB) |
| 2021 December 31 | Thematic Innovation (pdf, 834.89 kB) |
| 2021 December 31 | American (Dynamic) (pdf, 849.93 kB) |
| 2021 December 31 | U.S. Equity (pdf, 739 kB) |
| 2021 December 31 | U.S. Dividend Growth (pdf, 754.88 kB) |
| 2021 December 31 | Fidelity Global Innovators® (pdf, 726.28 kB) |
| 2021 December 31 | Asian Pacific (Dynamic) (pdf, 554.79 kB) |
| 2021 December 31 | Emerging Markets (Jarislowsky Fraser) (pdf, 701.83 kB) |
| 2021 December 31 | Global Health Care (Renaissance) (pdf, 740.6 kB) |
| 2021 December 31 | Global Infrastructure (Dynamic) (pdf, 612.56 kB) |
| 2021 December 31 | Real Estate Income (pdf, 683.48 kB) |
| 2021 December 31 | U.S. DAQ Index (pdf, 581.94 kB) |
| 2021 December 31 | Indexia Prudent (pdf, 632.9 kB) |
| 2021 December 31 | Indexia Moderate (pdf, 632.56 kB) |
| 2021 December 31 | Indexia Balanced (pdf, 656.89 kB) |
| 2021 December 31 | Indexia Growth (pdf, 631.07 kB) |
| 2021 December 31 | Indexia Aggressive (pdf, 636.78 kB) |
| 2021 December 31 | FORLIFE Guaranteed Maximum Income (pdf, 655.11 kB) |
| 2021 December 31 | FORLIFE Guaranteed Income & Growth (pdf, 910.75 kB) |