iAtoday

Changes to the investment fund lineup

Group Savings and Retirement September 18, 2025
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Our investment specialists continuously monitor the investment funds we offer our Group Savings and Retirement clients. They make sure that the high-quality standards they have established are met and that the fund offering remains comprehensive, distinctive and competitive.

With this in mind, we are making various changes to the fund offering.

 

Added funds

We added eleven investment funds to our standard fund offering on September 5, 2025:

  Code
Target Date Funds   
LifePlan (MFS)  676 to 684
Income Funds   
Fixed Income Global Opportunities (BlackRock)  675 
Foreign Equity Funds  
Global Equity Q (CC&L) 674 

 

Funds now offered to all our clients

Good news! We are now offering to all our clients three funds that were not previously part of our standard offering:

  Code
Foreign Equity Funds  
Global Equity (Fiera Capital) 595
International Equity (Fiera Capital)  591
U.S. Equity (Fiera Capital) 479

Refer to the document titled What’s new in the investment fund lineup? to learn more about these funds. We will also be happy to discuss them with you if needed.
 
 
Funds to be closed
 
We will be closing three investment funds on November 21, 2025. We will send a communication to plan sponsors on September 22, but as of today, you can go ahead and contact your clients who will be affected by these fund closures. 

We will automatically transfer the amounts invested in these funds to the replacement funds, unless we receive specific investment instructions from you or your clients before October 1, 2025.

Fund to be closed Code   Replacement fund  Code
Target Date Funds     Target Date Funds  
LifePath 2025 Index (BlackRock) 879 → LifePath Retirement Index I (BlackRock) 884
Income Funds     Income Funds  
Floating Rate Bank Loan (AlphaFixe) 111 → Short Term Bond (iA) 170
Canadian Equity Funds      Canadian Equity Funds  
Fidelity Canadian Systematic Equity 862  → Fidelity Canadian Focused Equity 871

Closing certain funds may have tax implications for amounts invested in non-tax-sheltered plans. 

Plan members will have the option to transfer their assets, if they wish, according to the available options in their plan.

 

Communication to plan sponsors

On September 22, 2025, we will contact the plan sponsors whose fund lineups include the funds being closed. See the communication to plan sponsors (French version).

You are invited to contact your clients and perform the required follow-ups, especially with regard to registered pension plan (RPP) investment policies, if required. 

 

Communication to plan members

In October, we will notify plan members who have invested money in the funds being closed and who determine their own investment instructions. Those who have signed up for electronic communications will receive an email. Those who have not will receive a letter in the mail. 

 

Important dates

September 5

New funds added
September 22 Communication to sponsors whose plans offer the soon-to-be-closed funds, by email or mail
October 1 Deadline to request replacement funds other than the ones recommended for the soon-to-be-closed funds
October 3  Date on which the closed funds will no longer be offered to new clients
Addition of the replacement funds to clients’ fund offerings, if necessary
October 9 Communication to plan members by email or mail
November 21*  Closure of the above-listed funds, transfer of the money invested in the closed funds to the replacement funds, and changes to the investment instructions for future contributions, if applicable

*The date is subject to change.

 

If you have specific questions about our fund lineup, contact your Account Executive.

 

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