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Segregated Funds

Why do segregated funds have higher management expenses?

What the higher expense pays for  The insurer holds a reserve in relation to the several guarantees provided in the policy contract. Due to market fluctuations, it is especially important that actuaries calculate and hold reserves needed to pay any future...

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How simple is it to invest in segregated funds?

  You may want to consider using segregated funds when the market is offering low snail-paced returns on guaranteed term deposits. The following advantages, make investing in segregated (seg) funds simple: Invest in stocks when interest rates are low...

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How can Segregated Funds benefit an investor?

How Segregated (Seg) Funds Work Segregated (seg for short) funds are professionally managed investment funds holding pooled investments, with a life insurance component. With predefined investment objectives and policies, a professional manager selects the...

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What income advantages can segregated funds offer?

Segregated fund policies are unique insurance-related products with some guaranteed investment features that can benefit both your capital and income for years. · Premiums are paid to the insurer for an insurance policy. These monies are allocated to segregated...

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Segregated funds diversify your investment

Segregated funds have their shares protected to a certain degree by insurance. The insurance protection advantage The notable advantage is that some segregated funds offer to insure up to 75% or higher, of the principal invested in a segregated fund if held...

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Disclaimer The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. This website is not deemed to be used as a solicitation in a jurisdiction where this representative is not registered. This content is not intended to provide specific personalized advice, including, without limitation, investment, insurance, financial, legal, accounting or tax advice; and any reference to facts and data provided are from various sources believed to be reliable, but we cannot guarantee they are complete or accurate; and it is intended primarily for Canadian residents only, and the information contained herein is subject to change without notice. References in this Web site to third party goods or services should not be regarded as an endorsement, offer or solicitation of these or any goods or services. Always consult an appropriate professional regarding your particular circumstances before making any financial decision.

Commissions, trailing commissions, management fees and expenses all may be associated with segregated fund investments. Please read the fund summary information folder prospectus before investing. Segregated Funds may not be guaranteed, their market value changes daily and past performance is not indicative of future results. The publisher does not guarantee the accuracy and will not be held liable in any way for any error, or omission, or any financial decision. Talk to your advisor before making any financial decision. A description of the key features of the applicable individual variable annuity contract or segregated fund is contained in the Information Folder. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value. Product features are subject to change.