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  • Ia Seg

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    The document outlines five suggested segregated fund mixes with different risk profiles: Prudent Mix, Moderate Mix, Balanced Mix, Growth Mix, and Aggressive Mix. Each mix lists the funds and percentages allocated to fixed income and equity/growth assets. The Prudent Mix allocates 100% to a high interest savings account. The Moderate and Balanced Mixes allocate around 40-60% to growth assets and the remaining to fixed income. The Growth Mix allocates 80% to growth assets and 20% to fixed income. The Aggressive Mix allocates 100% to growth assets.

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    Funds segregation 2024 great funds to choose

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    iA Seg

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    The document outlines five suggested segregated fund mixes with different risk profiles: Prudent Mix, Moderate Mix, Balanced Mix, Growth Mix, and Aggressive Mix. Each mix lists the funds and percentages allocated to fixed income and equity/growth assets. The Prudent Mix allocates 100% to a high interest savings account. The Moderate and Balanced Mixes allocate around 40-60% to growth assets and the remaining to fixed income. The Growth Mix allocates 80% to growth assets and 20% to fixed income. The Aggressive Mix allocates 100% to growth assets.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pptx, pdf, or txt
    8 views8 pages

    Ia Seg

    Uploaded by

    the pioneer
    The document outlines five suggested segregated fund mixes with different risk profiles: Prudent Mix, Moderate Mix, Balanced Mix, Growth Mix, and Aggressive Mix. Each mix lists the funds and percentages allocated to fixed income and equity/growth assets. The Prudent Mix allocates 100% to a high interest savings account. The Moderate and Balanced Mixes allocate around 40-60% to growth assets and the remaining to fixed income. The Growth Mix allocates 80% to growth assets and 20% to fixed income. The Aggressive Mix allocates 100% to growth assets.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pptx, pdf, or txt
    of 8

    Suggested Segregated Fund Mix

    Prudent Mix Moderate Mix Balanced Mix Growth Mix Aggressive Mix

    100% High Interest 50% SRI Moderate Mix 1: 20% Strategic Corporate Bond 30% US Equity Index
    Savings Account (HISA) (Found under ESG Funds) 30% SRI Balanced (Inhance) (Found in Income Funds) (BlackRock) (Found in US &
    (Found under ESG Funds) International Equity Funds)
    50% Indexia Moderate 35% Global Diversified (Loomis) 30% Fidelity Canadian
    (Found under Indexia Funds) 35% Strategic Income Opportunities 30% Fidelity Canadian
    (2 funds found under Diversified Funds) (Found in Canadian Equity) Opportunities (Found in
    Canadian Equity Funds)
    Mix 2: 25% Global Equity
    40% Strategic Corp Bond (Found in US & International 30% Global Equity (Found in
    (Found in Income Funds)
    30% Fidelity Canadian Equity Funds) US & International Equity
    Opportunities Funds)
    (Found in Canadian Equity) 25% US Equity Index
    15% Global Equity (BlackRock) 10% US Daq Index
    15% US Equity Index (BlackRock) (Found in US & International (Found in Specialty Funds)
    (2 funds found in US & International Equity Funds)
    Equity)

    Canada 100% Canada 41% Canada 41% Canada 34% Canada 27%
    USA 0% USA 29% USA 48% USA 58% USA 65%
    Global 0% Global 26% Global 11% Global 8% Global 8%
    (As of Dec 31/23) (As of Jan 30/24) (As of Jan 30/24) (As of Jan 30/24) (As of Jan 30/24)

    Growth/Stocks 0% Growth/Stocks 40% Growth/Stocks 60% Growth/Stocks 80% Growth/Stocks 100%


    1 Fixed Income 100% Fixed Income 60% Fixed Income 40% Fixed Income 20% Fixed Income 0%
    iA Moderate Mix

    2
    iA Balanced Mix #1

    3
    iA Balanced Mix #2

    4
    iA Growth Mix

    5
    iA Aggressive Mix

    6
    3 Compensation Options

    7
    HISA and GIF Rates

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