Mutual Funds

A mutual fund is a pool of investments managed by a professional portfolio manager. The manager invests and manages the money on behalf of investors with similar investment objectives (e.g. safety, income, growth, etc.). Investors receive returns and share in the gains and losses of their mutual fund.

Mutual funds are not a guaranteed investment or insured by the Canada Deposit Insurance Corporation (CDIC) or any other government agency.  However, they offer a number of key benefits, including 

  • professional money management
  • diversification
  • broad investment options across asset classes, sectors and geographies
  • easy to purchase and available with low initial investments through registered advisors across Canada 

We offer a full range of mutual fund and investment solutions to help meet your needs. Learn more about the iA Clarington fund lineup.

See all mutual funds
Fee-based Options

One of our goals is to provide advisors and investors with flexible investment products so they can choose the best way to work together. Our Series F is structured for advisors and investors who use a fee-for-service approach. 

See all Series F funds
Tax-efficient Investing

When it comes to investing, the tax you pay varies by the type of income or growth your investments generate. That’s why it’s important to invest strategically to reduce the tax you pay on your investment growth.

iA Clarington offers a number of solutions to help reduce your tax bills, including a Corporate Class structure and Payout Options.

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High Net Worth

As your assets grow, so does your need for an investment program that can help you manage your wealth.

The IA Clarington Elite Program combines several key features to provide you and your family with a more effective way to manage your assets.

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Portfolio Solutions

iA Clarington portfolio solutions are an all-in-one investments designed to provide exposure to a variety of asset classes, sectors, geographies and investment strategies all in a single offering. We have different portfolio solutions to meet your individual goals and risk tolerances: IA Clarington Managed Portfolios, Inhance SRI Portfolios and Distinction Portfolios

Guaranteed Solutions

Markets can be volatile. For those who want to protect their investments with a guaranteed outcome, iA Clarington offers two different guaranteed solutions: IA Clarington Guaranteed Investment Funds and Target Click Funds.

Socially Responsible Investing

Many investors want to align their investment goals with their personal values and invest in sustainable companies, ones that create the conditions for long-term growth by balancing the interests of shareholders, customers, employees and communities. That’s why we’ve created the IA Clarington Inhance SRI Funds.

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Dollar-Cost Averaging Service

Our Dollar-Cost Averaging Service ("DCA") is a simple way to ensure that you continue to save and invest, without worrying about what’s happening in the markets.

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QROPS

A Qualifying Recognized Overseas Pension Scheme is a retirement savings plan that allows people with U.K. pensions to transfer those savings to another country.

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Passive Foreign Investment Company (PFIC)

A Passive Foreign Investment Company (PFIC) is defined as a non-U.S. corporation (or a non-U.S. entity treated under U.S. tax principles as a corporation) where 75% or more of its gross income is passive income, or at least 50% of the corporation's assets produce or are held to produce passive income. Under this definition, Canadian mutual funds are treated as PFICs.

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