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.

Fund overview
2024 October 28 Rider – fund changes – IAG SRP – October 28, 2024 (pdf, 17.16 MB)
2023 December 31 Fund Facts as at December 31, 2023 (pdf, 6.92 MB)
ESG Funds – fund details
2023 December 31 SRI Moderate (Inhance) (pdf, 3.46 MB)
2023 December 31 SRI Balanced (Inhance) (pdf, 3.46 MB)
2023 December 31 SRI Growth (Inhance) (pdf, 3.46 MB)
2023 December 31 Sustainable Balanced Portfolio (iA) (pdf, 3.46 MB)
2023 December 31 Fidelity Climate Leadership BalancedTM (pdf, 3.46 MB)
2023 December 31 Sustainable Canadian Equity (iA) (pdf, 3.46 MB)
2023 December 31 Climate Strategy (Wellington) (pdf, 3.46 MB)
Focus Funds – fund details
2023 December 31 Focus Prudent (iA) (pdf, 3.46 MB)
2023 December 31 Focus Moderate (iA) (pdf, 3.46 MB)
2023 December 31 Focus Balanced (iA) (pdf, 3.46 MB)
2023 December 31 Focus Growth (iA) (pdf, 3.46 MB)
2023 December 31 Focus Aggressive (iA) (pdf, 3.46 MB)
Selection Funds – fund details
2023 December 31 Selection Prudent (iA) (pdf, 3.46 MB)
2023 December 31 Selection Moderate (iA) (pdf, 3.46 MB)
2023 December 31 Selection Balanced (iA) (pdf, 3.46 MB)
2023 December 31 Selection Growth (iA) (pdf, 3.46 MB)
2023 December 31 Selection Aggressive (iA) (pdf, 3.46 MB)
Disciplined Funds – fund details
2023 December 31 Disciplined Prudent (iA) (pdf, 3.45 MB)
2023 December 31 Disciplined Moderate (iA) (pdf, 3.45 MB)
2023 December 31 Disciplined Balanced (iA) (pdf, 3.45 MB)
2023 December 31 Disciplined Growth (iA) (pdf, 3.45 MB)
Income Funds – fund details
2023 December 31 Money Market (iA) (pdf, 3.46 MB)
2023 December 31 Short Term Bond (iA) (pdf, 3.46 MB)
2023 December 31 Bond (iA) (pdf, 3.46 MB)
2023 December 31 Disciplined Bond (iA) (pdf, 3.45 MB)
2023 December 31 Canadian Corporate Bond (iA) (pdf, 3.46 MB)
2023 December 31 Core Plus Bond (Wellington Square) (pdf, 3.46 MB)
2023 December 31 Fixed Income Managed Portfolio (iA) (pdf, 3.46 MB)
2023 December 31 Global Multisector Bond (Loomis Sayles) (pdf, 3.46 MB)
2023 December 31 Global Fixed Income (PIMCO) (pdf, 3.46 MB)
2023 December 31 Floating Rate Income (Wellington Square) (pdf, 3.46 MB)
2023 December 31 Strategic Corporate Bond (iA) (pdf, 3.46 MB)
2023 December 31 Fidelity American High Yield Currency Neutral (pdf, 3.46 MB)
Diversified Funds – fund details
2024 October 28 Global Growth and Income (iA) (pdf, 3.45 MB)
2023 December 31 Diversified Security (iA) (pdf, 3.46 MB)
2023 December 31 Diversified (iA) (pdf, 3.46 MB)
2023 December 31 Diversified Opportunity (iA) (pdf, 3.46 MB)
2023 December 31 Strategic Income (iA) (pdf, 3.46 MB)
2023 December 31 Global Diversified (Loomis Sayles) (pdf, 3.46 MB)
2023 December 31 Fidelity Global Monthly Income (pdf, 3.46 MB)
2023 December 31 Fidelity Multi-Asset Innovation (pdf, 3.46 MB)
2023 December 31 Global Asset Allocation Security (iA) (pdf, 3.46 MB)
2023 December 31 Global Asset Allocation (iA) (pdf, 3.46 MB)
2023 December 31 Global Asset Allocation Opportunity (iA) (pdf, 3.46 MB)
Canadian Hybrid Funds – fund details
2023 December 31 Canadian Disciplined Equity (iA) Hybrid 75/25 (pdf, 3.45 MB)
2023 December 31 Strategic Equity Income (iA) Hybrid 75/25 (pdf, 3.46 MB)
2023 December 31 Dividend Growth Hybrid 75/25 (pdf, 3.47 MB)
2023 December 31 Canadian Equity Index (iA) Hybrid 75/25 (pdf, 3.47 MB)
2023 December 31 Fidelity True North® Hybrid 75/25 (pdf, 3.46 MB)
2023 December 31 Canadian Equity Growth (iA) Hybrid 75/25 (pdf, 3.46 MB)
2023 December 31 Fidelity Canadian Opportunities Hybrid 75/25 (pdf, 3.46 MB)
2023 December 31 Canadian Equity Small Cap (QV) Hybrid 75/25 (pdf, 3.46 MB)
Global Hybrid Funds – fund details
2023 December 31 Global Disciplined Equity (iA) Hybrid 75/25 (pdf, 3.45 MB)
2023 December 31 Global Dividend (iA) Hybrid 75/25 (pdf, 3.46 MB)
2023 December 31 Global Equity (iA) Hybrid 75/25 (pdf, 3.46 MB)
2023 December 31 Fidelity NorthStar® Hybrid 75/25 (pdf, 3.46 MB)
2023 December 31 Thematic Innovation (iA) Hybrid 75/25 (pdf, 3.46 MB)
2023 December 31 U.S. Disciplined Equity (iA) Hybrid 75/25 (pdf, 3.45 MB)
Canadian Equity Funds – fund details
2024 October 28 Canadian Equity Small Cap (iA) (pdf, 3.45 MB)
2023 December 31 Strategic Equity Income (iA) (pdf, 3.47 MB)
2023 December 31 Dividend Growth (iA) (pdf, 3.47 MB)
2023 December 31 Canadian Equity Index (iA) (pdf, 3.46 MB)
2023 December 31 Fidelity True North® (pdf, 3.46 MB)
2023 December 31 Canadian Equity Growth (iA) (pdf, 3.46 MB)
2023 December 31 Fidelity Canadian Opportunities (pdf, 3.46 MB)
2023 December 31 Canadian Equity Small Cap (QV) (pdf, 3.46 MB)
2023 December 31 North American Equity (iA) (pdf, 3.46 MB)
U.S. & International Equity Funds – fund details
2023 December 31 Global Equity Index ACWI (BlackRock) (pdf, 3.46 MB)
2023 December 31 Global Dividend (Dynamic) (pdf, 3.46 MB)
2023 December 31 Global Dividend (iA) (pdf, 3.46 MB)
2023 December 31 Global Equity (iA) (pdf, 3.46 MB)
2023 December 31 Global Opportunities (Loomis Sayles) (pdf, 3.46 MB)
2023 December 31 Global True Conviction (iA) (pdf, 3.46 MB)
2023 December 31 Global Equity Opportunistic Value (Wellington) (pdf, 3.46 MB)
2023 December 31 Fidelity Global Concentrated Equity (pdf, 3.46 MB)
2023 December 31 Fidelity North Star® (pdf, 3.46 MB)
2023 December 31 International Equity Index (BlackRock) (pdf, 3.46 MB)
2023 December 31 International Equity (iA) (pdf, 3.46 MB)
2023 December 31 Fidelity European Equity (pdf, 3.46 MB)
2023 December 31 U.S. Equity Index (BlackRock) (pdf, 3.46 MB)
2023 December 31 Fidelity Insights (pdf, 3.46 MB)
2023 December 31 Thematic Innovation (iA) (pdf, 3.46 MB)
2023 December 31 American (Dynamic) (pdf, 3.46 MB)
2023 December 31 U.S. Equity (iA) (pdf, 3.46 MB)
2023 December 31 U.S. Dividend Growth (iA) (pdf, 3.46 MB)
Specialty Funds – fund details
2023 December 31 Fidelity Global Innovators® (pdf, 3.46 MB)
2023 December 31 Asian Pacific (iA) (pdf, 3.46 MB)
2023 December 31 Emerging Markets (Jarislowsky Fraser) (pdf, 3.46 MB)
2023 December 31 Global Health Care (Renaissance) (pdf, 3.46 MB)
2023 December 31 Global Infrastructure (Dynamic) (pdf, 3.46 MB)
2023 December 31 Real Estate Income (iA) (pdf, 3.46 MB)
2023 December 31 U.S. DAQ Index (iA) (pdf, 3.46 MB)
Indexia Funds – fund details
2024 October 28 Indexia Bond (iA) (pdf, 3.45 MB)
2024 October 28 Indexia Canadian Equity (iA) (pdf, 3.45 MB)
2024 October 28 Indexia U.S. Equity (iA) (pdf, 3.39 MB)
2024 October 28 Indexia Global Equity (iA) (pdf, 3.45 MB)
2023 December 31 Indexia Prudent (iA) (pdf, 3.46 MB)
2023 December 31 Indexia Moderate (iA) (pdf, 3.46 MB)
2023 December 31 Indexia Balanced (iA) (pdf, 3.46 MB)
2023 December 31 Indexia Growth (iA) (pdf, 3.46 MB)
2023 December 31 Indexia Aggressive (iA) (pdf, 3.46 MB)
FORLIFE Series Funds – Income Stage – fund details
2023 December 31 FORLIFE Guaranteed Maximum Income (iA) (pdf, 3.45 MB)
2023 December 31 FORLIFE Guaranteed Income & Growth (iA) (pdf, 3.45 MB)
View another publication