Annual Information Statements

To support U.S. persons investing in our Funds, iA Clarington provides tax information in the form of PFIC Annual Information Statements.

You can make Qualified Electing Fund (QEF) elections on your 2022 U.S. income tax returns. The PFIC Annual Information Statement contains the information investors need for PFIC reporting for purposes of the QEF election. Please consult with your tax advisor to discuss any PFIC-related tax implications. For some funds, we are also providing IRS Form 8937 which contains certain information that may be required when filing U.S. tax returns. Please note that any U.S. federal tax information contained herein is not intended or written to be used and cannot be used for the purpose of (i) avoiding penalties that may be imposed under the U.S. Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.

2022 IRS Form 8937
2021 PFIC AIS2021 IRS Form 8937
IA Clarington Canadian Balanced Fund    
IA Clarington Canadian Dividend Fund    
IA Clarington Canadian Small Cap Fund    
IA Clarington Core Plus Bond Fund    
IA Clarington Floating Rate Income Fund ;   
IA Clarington Global Bond Fund    
IA Clarington Global Equity Fund    
IA Clarington Global Opportunities Fund    
IA Clarington Inhance Canadian Equity SRI Class    
IA Clarington Inhance Global Equity SRI Class    
IA Clarington Inhance Growth SRI Portfolio    
IA Clarington Inhance Monthly Income SRI Fund    
IA Clarington Loomis Global Allocation Fund    
IA Clarington Loomis Global Equity Opportunities Fund    
IA Clarington Loomis Global Multisector Bond Fund    
IA Clarington Monthly Income Balanced Fund    
IA Clarington Strategic Equity Income Fund    
IA Clarington Strategic Income Fund    
IA Clarington Strategic U.S. Growth & Income Fund    
IA Clarington U.S. Dividend Growth Fund    
IA Clarington U.S. Dollar Floating Rate Income Fund    
IA Clarington U.S. Equity Currency Neutral Fund    
IA Clarington Yield Opportunities Fund    
IA Wealth Core Bond Pool    

If you have any questions regarding PFIC Annual Information Statements, please contact our client services team at 1-800-530-0204 or email us at

The information provided herein does not constitute financial, tax or legal advice. Information presented should not be considered a recommendation to buy or sell a particular security.