iAtoday

Every year, we review our fund lineup to ensure it remains high-performing, diversified and aligned with industry best practices. This approach allows us to keep pace with market developments and incorporate new areas of management expertise to offer a competitive range of investment options that helps members achieve their long-term financial goals.

The 2026 review includes the addition of new funds and the closure of funds that no longer align with our long-term objectives. Please see this document for details about these changes.

A constantly evolving lineup (new funds)

This year, we are expanding our range of investment options with five new funds that offer access to different management approaches and increased diversification. These additions will therefore provide even more flexibility for group retirement savings clients and will be able to meet a wide range of needs.

The World Core-Alpha Equity Q (CC&L) is one of our standout new funds. In fact, we will be the first organization to offer this fund in Canada. Its quantitative approach complements the options already available in our global equity portfolio. This addition reflects our willingness to collaborating with leading companies to expand our investment offering for our clients.

These additions enhance our lineup and provide access to new investment strategies—a valuable asset for plan sponsors and members.

Fund closures

The lineup review also includes the closure of seven funds.

• Firstly, the Global Equity (Walter Scott) Fund will be closed on September 25, 2026.
• We will then close six more funds on February 12, 2027. For these closures, you or the plan sponsors may provide us with a special directive by October 23, 2026, if you wish to use a different replacement fund.

We will automatically transfer the amounts invested in the closed funds to selected replacement funds to ensure a smooth transition. As part of this asset transfer, we take particular care to ensure that the level of risk remains aligned with plan members’ investor profile.

For the closure of the Global Equity (Walter Scott) Fund on September 25, 2026, plan sponsors have already been notified, and a communication will be sent to members in the week of August 24.

For the February 12, 2027, fund closures, clients will receive detailed communications in November and December 2026.

To learn about all the changes planned as part of the 2026 review.

See detailed information on the changes