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Global Plus Portfolios

Stress-Free Diversification

The investment landscape is more complex, unpredictable and challenging than ever. But the key ingredient to your success is the same today as it’s always been: staying invested in a diversified, professionally managed portfolio through the market’s unforeseeable ups and downs.

The Global Plus Portfolios take the stress out of investment decisions by ensuring your portfolio is always diversified. With the Global Plus Portfolios, you have an all-in-one solution that gives you upside potential when the markets are doing well, while mitigating the risk of loss when markets are volatile.


Key Features

  • Designed to deliver strong risk-adjusted performance and a smoother return profile through different market environments.
  • Convenient one-ticket access to diversified, core global balanced and global equity solutions.
  • Underlying funds are actively managed by experienced and proven portfolio management teams with complementary styles, providing enhanced diversification.

Speak to your advisor to learn which of the two Global Plus Portfolios is right for your unique circumstances and needs.

The IA Clarington Global Balanced Plus Portfolio is a one-ticket fund-of-funds solution that provides multilayered diversification across asset classes, regions and investment styles with the aim of delivering strong risk-adjusted performance and the opportunity to experience a smoother return through different market environments.

The portfolio consists of four underlying funds actively managed by experienced and proven teams:


Represents the neutral asset mix at launch. Allocations managed by the iA Global Asset Management Asset Allocation team.

Underlying Fund Managers

IA Clarington Strategic Income Fund & IA Clarington Strategic Corporate Bond Fund

Dan Bastasic

Dan Bastasic
Senior Vice-President, Investments
& Portfolio Manager
iA Global Asset Management

IA Clarington Loomis Global Allocation Fund

Matthew J. Eagan

Matthew J. Eagan
Executive Vice-President & Portfolio Manager
Loomis Sayles

Eileen N. Riley

Eileen N. Riley
Vice-President & Portfolio Manager
Loomis Sayles

David Rolley

David W. Rolley
Vice-President & Portfolio Manager
Loomis Sayles

Lee M. Rosenbaum

Lee M. Rosenbaum
Vice-President & Portfolio Manager
Loomis Sayles

IA Clarington Loomis Global Multisector Bond Fund

Brian P. Kennedy

Brian P. Kennedy
Vice-President & Portfolio Manager
Loomis Sayles

Matthew J. Eagan

Matthew J. Eagan
Executive Vice-President & Portfolio Manager
Loomis Sayles

The IA Clarington Global Equity Plus Portfolio is a one-ticket solution that provides multilayered diversification with the aim of delivering strong growth potential and the opportunity to experience a smoother return through different market environments.

The portfolio consists of three underlying funds actively managed by experienced and proven teams:


Represents the neutral asset mix at launch. Allocations managed by the iA Global Asset Management Asset Allocation team.

Underlying Fund Managers

IA Clarington Loomis Global Equity Opportunities Fund

Eileen N. Riley

Eileen N. Riley
Vice-President & Portfolio Manager
Loomis Sayles

Lee M. Rosenbaum

Lee M. Rosenbaum
Vice-President & Portfolio Manager
Loomis Sayles

IA Clarington Global Dividend Fund

Dan Rohinton

Dan Rohinton
Vice-President & Portfolio Manager, Global Dividend
iA Global Asset Management

IA Clarington Global Equity Fund

Richard Fortin

Richard Fortin
Portfolio Manager
QV Investors

Mathew Hermary

Mathew Hermary
Portfolio Manager
QV Investors

Joe Jugovic

Joe Jugovic
Portfolio Manager
QV Investors


For definitions of technical terms in this piece, please visit iaclarington.com/glossary and speak with your investment advisor.

The information provided should not be acted upon without obtaining legal, tax, and investment advice from a licensed professional. Statements by the portfolio manager or sub-advisor represent their professional opinion and do not necessarily reflect the views of iA Clarington. Specific securities discussed are for illustrative purposes only and should not be considered a recommendation to buy or sell. Mutual funds may purchase and sell securities at any time and securities held by a fund may increase or decrease in value. Past investment performance may not be repeated. Unless otherwise stated, the source for information provided is the portfolio manager. Statements that pertain to the future represent the portfolio manager’s current view regarding future events. Actual future events may differ.

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. The information presented herein may not encompass all risks associated with mutual funds. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Trademarks displayed herein that are not owned by Industrial Alliance Insurance and Financial Services Inc. are the property of and trademarked by the corresponding company and are used for illustrative purposes only.

The iA Clarington Funds are managed by IA Clarington Investments Inc. iA Clarington and the iA Clarington logo, iA Wealth and the iA Wealth logo, and iA Global Asset Management and the iA Global Asset Management logo are trademarks of Industrial Alliance Insurance and Financial Services Inc. and are used under license. iA Global Asset Management Inc. (iAGAM) is a subsidiary of Industrial Alliance Investment Management Inc. (iAIM).