Choice of funds

Fund Choices

The IA Clarington GIF line-up offers you the choice and flexibility to meet your needs.

We offer:

• A choice of segregated funds suitable for many investor profiles and
  investment time horizons
• Diversification by asset class, economic and geographic sector and
  management style
• Access to several leading Canadian and international money managers

Minimum 20% Fixed Income Allocation is required
The income asset class represents the fixed income proportion of each fund. A minimum of 20% of premiums must be invested in the income asset class for the IA Clarington GIF funds.

Money Market

IA Clarington Money Market GIF
Industrial Alliance Investment Management Inc.

Fixed Income

IA Clarington Bond GIF
Industrial Alliance Investment Management Inc.
Emphasis on high-quality securities with active management of duration, sector and yield curve to create long-term value.

Canadian Balanced

IA Clarington Canadian Balanced GIF
QV Investors Inc.
Conservative investment approach of selecting quality businesses that generate sustainable income and potential for growth.

IA Clarington Tactical Income GIF
Aston Hill Investments Inc.*
High level of monthly income by investing across a broad range of yield-oriented asset classes.

Canadian Dividend

IA Clarington Dividend Income GIF
Industrial Alliance Investment Management Inc.
Yield-focused mandate emphasizes stable income and capital preservation as well as strong risk-adjusted returns.

IA Clarington Dividend Growth GIF
Industrial Alliance Investment Management Inc.
Dividend-focused mandate emphasizing capital appreciation with lower volatility than a typical Canadian equity fund.

Canadian Equity

IA Clarington Canadian Conservative Equity GIF
Leon Frazer & Associates Inc.
Long-term value-oriented focus on dividend-paying stocks results in low volatility and a long history of superior performance.

Canadian Small Cap Equity

IA Clarington Canadian Small Cap GIF
QV Investors Inc.
The underlying mutual fund is the three-time Canadian Small Cap Fund of the Year and features a blended investment style focusing on quality smaller Canadian companies.

Global Equity

IA Clarington Global Dividend GIF
BNP Paribas Investment Partners Canada Ltd.**
All-cap value investment style with local management teams in the U.S., Europe and Asia, focuses on global dividend-paying companies.

IA Clarington Global Equity GIF
OppenheimerFunds, Inc.
Contrarian large-cap growth investment style focuses on global themes centered around Mass Affluence, New Technologies, Restructuring and Aging.

IA Clarington Global Value GIF
Industrial Alliance Investment Management Inc.
Value-based all-cap investment style focuses on stocks that are trading below historic valuations.

Portfolios

IA Clarington Distinction Conservative Portfolio GIF
Industrial Alliance Investment Management Inc.
Generates interest and dividend income with the potential for capital appreciation by investing in a diversified portfolio of other mutual funds.

IA Clarington Distinction Balanced Portfolio GIF
Industrial Alliance Investment Management Inc.
Generates interest and dividend income with the potential for capital appreciation by investing in a diversified portfolio of other mutual funds.

IA Clarington Distinction Growth Portfolio GIF
Industrial Alliance Investment Management Inc.
Generates interest and dividend income with the potential for capital appreciation by investing in a diversified portfolio of other mutual funds.