IA Clarington Global Multi-Asset Fund

 

Targeting CPI +5%

IA Clarington Global Multi-Asset Fund,1 sub-advised by PineBridge Investments LLC, offers investors a high-conviction, target return approach to global investing.


Key features of IA Clarington Global Multi-Asset Fund:

  • Outcome-focused approach targets an annualized return of CPI plus 5%2 over rolling five-year periods
  • Ability to invest across the full spectrum of global investment opportunities (approximately 100 asset classes)
  • Flexibility to adjust to changing market environments
  • Leverages the expertise of more than 200 investment professionals in 17 countries3

Speak with your iA Clarington sales representative to learn more about IA Clarington Global Multi-Asset Fund and PineBridge Investments.

1Effective June 1, 2018, the sub-advisor of the Fund changed from Radin Capital Partners Inc. to PineBridge Investments LLC. With this change, the Fund was renamed from IA Clarington Global Growth & Income Fund to IA Clarington Global Multi-Asset Fund. 2CPI refers to Canadian Consumer Price Index, excluding energy and food; return target is gross of fees. A rolling five-year period is a period of five consecutive years; the start date of the first rolling five-year period for IA Clarington Global Multi-Asset Fund is June 1, 2018. 3Investment professionals include portfolio managers, research analysts, traders, portfolio strategists and product specialists, and are subject to change. The information provided herein does not constitute financial, tax or legal advice. Always consult with a qualified advisor prior to making any investment decision. Commentaries are provided by the portfolio manager or sub-advisor responsible for the management of the fund's investment portfolio, as specified in the applicable fund's prospectus ("portfolio manager"). Information presented should not be considered a recommendation to buy or sell a particular security. Specific securities discussed are for illustrative purposes only. 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 of a security 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. iA Clarington does not undertake any obligation to update the information provided herein. The information presented herein may not encompass all risks associated with mutual funds. Please read the prospectus for a more detailed discussion on specific risks of investing in mutual funds. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. 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 are trademarks of Industrial Alliance Insurance and Financial Services Inc. and are used under license.