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IA Clarington Global Balanced Plus Portfolio

Fund information page

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Fund series navigation Fund series information
Series T6
as of
as of
$CDN Series T6
$CDN FE
Series T6 9551
Monthly, fixed
as of N/A
N/A
Low to Medium
June 17, 2024
as of June 30, 2024
$9.1 million

Investment goal

The Fund seeks to provide a combination of income and capital appreciation by investing primarily, either directly or indirectly through investments in other mutual funds, in equity and fixed income securities from around the world.

Key reasons to invest

Provides diversification by asset class, region and investment style with the aim of delivering strong risk-adjusted performance and a smoother return profile through different market environments.

Convenient one-ticket access to a core global balanced portfolio.

Underlying funds are actively managed by experienced and proven portfolio management teams.

Portfolio manager(s)

Manager Photo Manager Details
Dan Bastasic, CFA, MBA, iA Global Asset Management Inc. Dan Bastasic
CFA, MBA
iA Global Asset Management Inc.
Read Dan Bastasic's bio  
Manager Photo Manager Details
Matthew J.  Eagan, MBA, CFA, Loomis, Sayles & Company, L.P. Matthew J. Eagan
MBA, CFA
Loomis, Sayles & Company, L.P.
Read Matthew J. Eagan's bio  
Manager Photo Manager Details
Eileen Riley, MBA, CFA, Loomis, Sayles & Company, L.P. Eileen Riley
MBA, CFA
Loomis, Sayles & Company, L.P.
Read Eileen Riley's bio  
Manager Photo Manager Details
David Rolley, CFA, Loomis, Sayles & Company, L.P. David Rolley
CFA
Loomis, Sayles & Company, L.P.
Read David Rolley's bio  
Manager Photo Manager Details
Lee Rosenbaum, MBA, Loomis, Sayles & Company, L.P. Lee Rosenbaum
MBA
Loomis, Sayles & Company, L.P.
Read Lee Rosenbaum's bio  
Manager Photo Manager Details
Brian P.  Kennedy, MBA, Loomis, Sayles & Company, L.P. Brian P. Kennedy
MBA
Loomis, Sayles & Company, L.P.
Read Brian P. Kennedy's bio  

Disclaimers

Performance as of June 30, 2024

Fund performance (%)

Performance data is not shown for the first 12 months.

Calendar year performance (%)

Performance data is not available for a full calendar year.

Value of $10,000 investment

Disclaimers

Portfolio as of June 30, 2024

Geographic allocation

Portfolio characteristics

Credit rating

Current weightings

Disclaimers

Distributions as of June 30, 2024

Recent distributions

There is no recent distribution data for this fund.

Distribution tax factors

Canadian eligible dividends
($/unit or share)
Foreign income
($/unit or share)
Capital gain
($/unit or share)
Other income
($/unit or share)
Return of capital
($/unit or share)
Total distribution
($/unit or share)
NAV Dec. 31
($/unit or share)

There is no calendar year distribution tax factor data for this fund.

Disclaimers

Historical

Historical prices

Disclaimers

Documents

Disclaimers

Performance data is not presented for a Fund that has been distributing securities for less than 12 consecutive months. For an existing mutual fund where one or more of its Series have existed for less than 12 consecutive months ("new series"), performance data specific to each new series is not shown. The performance data of different series may differ for a number of reasons, including but not limited to the different fee structures.

Where the MER is not listed, this information is not yet available because this is a new fund or series and is not yet required to file its first MRFP.

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Series I

For institutional investors only. Not available for individual investors.

Series V

For institutional investors only. Not available for individual investors.

Series O

For institutional investors only. Not available for individual investors.

Series A

Front-end, low-load and deferred sales commission options (depending on Fund).

Series B

Available to investors in a front-end purchase option.

Series B5

Available to investors in a front-end purchase option. This is a payout series for investors seeking regular monthly distributions.

Series DA

Front-end series for lump-sum investments into the Dollar-Cost Averaging Service.

Series DF

Fee-based series for lump-sum investments into the Dollar-Cost Averaging Service.

Series E

Elite Pricing front-end series for qualifying investors.

Series E4

Elite Pricing front-end series for qualifying investors seeking regular monthly distributions.

Series E5

Elite Pricing front-end series for qualifying investors seeking regular monthly distributions.

Series E6

Elite Pricing front-end series for qualifying investors seeking regular monthly distributions.

Series E8

Elite Pricing front-end series for qualifying investors seeking regular monthly distributions.

Series EF

Elite Pricing fee-based series for qualifying investors participating in a fee-based program through their dealer. This series is closed to new investors.

Series EF4

Elite Pricing fee-based series for qualifying investors participating in a fee-based program through their dealer. This is a payout series for investors seeking regular monthly distributions; it is closed to new investors.

Series EF5

Elite Pricing fee-based series for qualifying investors participating in a fee-based program through their dealer. This is a payout series for investors seeking regular monthly distributions; it is closed to new investors.

Series EF6

Elite Pricing fee-based series for qualifying investors participating in a fee-based program through their dealer. This is a payout series for investors seeking regular monthly distributions; it is closed to new investors.

Series EFX

Elite Pricing fee-based series for qualifying investors participating in a fee-based program through their dealer. This series is closed to new investors.

Series EFX6

Elite Pricing fee-based series for qualifying investors participating in a fee-based program through their dealer. This is a payout series for investors seeking regular monthly distributions; it is closed to new investors.

Series ETF

TSX-listed ETF series.

Series EX

Elite Pricing front-end series for qualifying investors. This series is closed to new investors.

Series EX5

Elite Pricing front-end series for qualifying investors. This is a payout series for investors seeking regular monthly distributions; it is closed to new investors.

Series EX6

Elite Pricing front-end series for qualifying investors. This is a payout series for investors seeking regular monthly distributions; it is closed to new investors.

Series F

Fee-based series for investors participating in a fee-based program through their dealer.

Series F10

Fee-based series for investors participating in a fee-based program through their dealer. This is a payout series for investors seeking regular monthly distributions.

Series F4

Fee-based series for investors participating in a fee-based program through their dealer. This is a payout series for investors seeking regular monthly distributions.

Series F5

Fee-based series for investors participating in a fee-based program through their dealer. This is a payout series for investors seeking regular monthly distributions.

Series F6

Fee-based series for investors participating in a fee-based program through their dealer. This is a payout series for investors seeking regular monthly distributions.

Series F8

Fee-based series for investors participating in a fee-based program through their dealer. This is a payout series for investors seeking regular monthly distributions.

Series FX

Fee-based series for investors participating in a fee-based program through their dealer. This series is closed to new investors.

Series FX5

Fee-based series for investors participating in a fee-based program through their dealer. This is a payout series for investors seeking regular monthly distributions; it is closed to new investors.

Series FX6

Fee-based series for investors participating in a fee-based program through their dealer. This is a payout series for investors seeking regular monthly distributions; it is closed to new investors.

Series FX8

Fee-based series for investors participating in a fee-based program through their dealer. This is a payout series for investors seeking regular monthly distributions; it is closed to new investors.

Series Guarantee A

For investors seeking a guaranteed investment option.

Series Guarantee B

For investors seeking a guaranteed investment option.

Series Guarantee C

For investors seeking a guaranteed investment option.

Series L

Advisor service charge series.

Series L10

Advisor service charge series. This is a payout series for investors seeking regular monthly distributions.

Series L4

Advisor service charge series. This is a payout series for investors seeking regular monthly distributions.

Series L5

Advisor service charge series. This is a payout series for investors seeking regular monthly distributions.

Series L6

Advisor service charge series. This is a payout series for investors seeking regular monthly distributions.

Series L8

Advisor service charge series. This is a payout series for investors seeking regular monthly distributions.

Series LM

Advisor service charge series for qualifying investors at offering dealers.

Series LX

Advisor service charge series for investors at offering dealers. This series is closed to new investors.

Series LX5

Advisor service charge series for investors at offering dealers. This is a payout series for investors seeking regular monthly distributions; it is closed to new investors.

Series M

Front-end, low-load and deferred sales commission options for qualifying investors.

Series P

Unbundled fee option for qualifying investors at offering dealers. This series is closed to new investors.

Series P4

Unbundled fee option for qualifying investors at offering dealers. This is a payout series for investors seeking regular monthly distributions; it is closed to new investors.

Series P5

Unbundled fee option for qualifying investors at offering dealers. This is a payout series for investors seeking regular monthly distributions; it is closed to new investors.

Series P6

Unbundled fee option for qualifying investors at offering dealers. This is a payout series for investors seeking regular monthly distributions; it is closed to new investors.

Series T10

Front-end, low-load and deferred sales commission options. This is a payout series for investors seeking regular monthly distributions.

Series T4

Front-end, low-load and deferred sales commission options. This is a payout series for investors seeking regular monthly distributions.

Series T5

Front-end, low-load and deferred sales commission options. This is a payout series for investors seeking regular monthly distributions.

Series T6

Front-end, low-load and deferred sales commission options. This is a payout series for investors seeking regular monthly distributions.

Series T8

Front-end, low-load and deferred sales commission options. This is a payout series for investors seeking regular monthly distributions.

Series W

Available to investors who participate in qualifying dealer-sponsored fee-based programs.

Series X

Closed to new purchases.

Series X5

Closed to new purchases.

Series Y

Closed to new purchases.