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Investment funds | Enhancement of the lineup

Group Savings and Retirement November 20, 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 have notified clients affected by these changes, by email or mail:
We will automatically transfer the amounts invested in these funds to the replacement funds, unless we received 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.

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

 

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