When investing in Guarantee A of an iA Clarington segregated fund, a minimum allocation of 20% to fixed income is required. For Guarantees B and C there is no minimum fixed-income requirement.

The calculator below offers a quick and easy way to determine the combined fixed-income allocation of multiple iA Clarington segregated funds. The results generated by the calculator are not to be construed as investment advice.

  1. Select the fund(s) and your preferred guarantee option (A, B, or C) from the IA Clarington GIF dropdown menu.
  2. In the Investment Allocation field, enter the dollar amount you intend to invest in each fund. Please try to be as accurate as possible, as the amount you enter can significantly impact the overall fixed-income allocation.
  3. Click the CALCULATE button at the bottom of the screen.

IA Clarington GIF Investment
Allocation
($ amount)
Guarantee
Option
Fixed
Income
Weighting
$   
$   
$   
$   
$   
$   
$   
$   
$   
$   

Industrial Alliance Insurance and Financial Services Inc. is the sole issuer of the individual variable annuity contract providing for investment in iA Clarington GIFs. A description of the key features of the individual variable annuity contract is contained in the iA Clarington GIF Information folder. SUBJECT TO ANY APPLICABLE DEATH AND MATURITY GUARANTEE, ANY PART OF THE PREMIUM OR OTHER AMOUNT THAT IS ALLOCATED TO A SEGREGATED FUND IS INVESTED AT THE RISK OF THE POLICYHOLDER AND MAY INCREASE ACCORDING TO FLUCTUATIONS IN THE MARKET VALUE OF THE ASSETS OF THE SEGREGATED FUND. iA Clarington GIF is a trademark of Industrial Alliance Insurance and Financial Services Inc. iA Clarington and the iA Clarington logo are trademarks of Industrial Alliance Insurance and Financial Services Inc. and are used under license.