IA Clarington Global Risk-Managed Income Portfolio

IA Clarington Global Risk-Managed Income Portfolio

Built for investors seeking consistent, reliable income, the IA Clarington Global Risk-Managed Income Portfolio is a broadly diversified, actively managed solution that brings sophisticated, institutional-calibre asset allocation and risk management to the portfolios of Canadian retail investors.


Key features:

  • Targets a monthly distribution of 5% for Series F and 4% for Series A (annualized).
  • Provides enhanced income potential by investing in non-traditional fixed-income asset classes, including high-yield bonds and senior loans.
  • Maintains a 40–60% equity allocation to help ensure the longevity of retirement assets in an environment of rising inflation and longer lifespans.
  • Employs a systematic, comprehensive approach to risk management, including an options overlay that aims to reduce equity volatility. 

Portfolio managers

The fund is managed by the iA Investment Management Inc. Asset Allocation Team, which employs an innovative “human + machine” approach that combines the steady hand of expert human judgement with the power of technology-driven quantitative analysis.


Tej Rai

Tej Rai
Senior Vice-President, Asset Allocation
iA Investment Management Inc.

S├ębastien Mc Mahon

Sébastien Mc Mahon

MA, CFA
Senior Portfolio Manager, Diversified Funds & Interim Chief Economist
iA Investment Management Inc.


The fund leverages highly sophisticated investment methods that are normally available only to institutions such as pension funds, endowments, and sovereign wealth funds, enabling us to make asset allocation decisions that optimize the potential for consistent income while enhancing the portfolio’s defences against market downturns. 

- Tej Rai


Speak with your advisor to learn more about the IA Clarington Global Risk-Managed Income Portfolio.

Introducing the IA Clarington Global Risk-Managed Income Portfolio

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Disclaimer

Commissions, trailing commissions, management fees, brokerage fees and expenses all may be associated with mutual fund investments, including investments in exchange-traded series of mutual funds. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The iA Clarington Funds are managed by IA Clarington Investments Inc. iA Clarington and the iA Clarington logo, and iA Wealth and the iA Wealth logo, are trademarks of Industrial Alliance Insurance and Financial Services Inc. and are used under license.