Investment options

​​​​​​​​​We know that picking investments can be intimidating for many. That's why we've created a decision-making tool to help your employees make the right choices.

We've got a lot more to offer when it comes to investment options: fund portfolios, balanced funds, fixed-income funds, Canadian and foreign equity funds and specialty funds. It's up to you which funds you want in your group plan.

From these funds, employees can choose Canadian or foreign securities, active or passive management, and a growth or value management style.

See the rates of return

Download our full suite of investment options (PDF, 2.4 MB)

100% RI target date solution

We're proud to offer a target date solution which couples our SocieTerra Funds with a well-researched and developed lifecycle path. You can now offer your employees a responsible investment solution that provides them with a diversified portfolio, adaptable to their retirement horizon.

Unit values and rates of return for foreign equity

Foreign EquityManagement Company
Fidelity U.S. Low Volatility Equity (PDF, 540 KB) Opens in a new window.Fidelity Investments Canada ULC
Beutel Goodman American Equity (PDF, 102 KB) Opens in a new window.Beutel, Goodman & Company Ltd.
DFS BlackRock® U.S. Equity Index Hedged (Registered Only) (PDF, 103 KB) Opens in a new window. BlackRock Asset Management Canada Ltd
DFS BlackRock® U.S. Equity Index (Registered Only) (PDF, 103 KB) Opens in a new window. BlackRock Asset Management Canada Ltd
DFS BlackRock® U.S. Equity Index (PDF, 1024 KB) Opens in a new window.BlackRock Asset Management Canada Ltd
Mawer U.S. Equity (PDF, 103 KB) Opens in a new window.Mawer Investment Management Ltd.
Acadian Global Managed Volatility Equity (PDF, 1 MB) Opens in a new window.Acadian Asset Management LLC.
Amundi Global High Income & Low Volatility Equity (PDF, 143 KB) Opens in a new window.Amundi Asset Management
Amundi Global High Income & Low Volatility Equity Hedged (PDF, 143 KB) Opens in a new window.Amundi Asset Management
Desjardins Global Equity Dividend (Mondrian) (PDF, 102 KB) Opens in a new window. Desjardins Investments Inc.
Mondrian Global Equity (PDF, 64 KB) Opens in a new window.Mondrian Investment Partners Limited
Fiera Global Equity (PDF, 102 KB) Opens in a new window.Fiera Capital Corporation
Desjardins Global Equity (Lazard) (PDF, 102 KB) Opens in a new window.Desjardins Investments Inc.
MFS Global Equity (PDF, 103 KB) Opens in a new window.MFS Investment Management
DFS BlackRock® MSCI All Country World Index (PDF, 103 KB) Opens in a new window.BlackRock Asset Management Canada Ltd
J.P. Morgan Global Equity (PDF, 64 KB) Opens in a new window.JPMorgan Asset Management (Canada)
Mawer Global Equity (PDF, 102 KB) Opens in a new window.Mawer Investment Management Ltd.
Baillie Gifford Global Equity (PDF, 102 KB) Opens in a new window.Baillie Gifford & Co Limited.
Desjardins Global Equity Growth (Baillie Gifford) (PDF, 102 KB) Opens in a new window.Desjardins Investments Inc.
Fidelity International Low Volatility Equity (PDF, 540 KB) Opens in a new window.Fidelity Investments Canada ULC
Lazard International Equity (PDF, 1.1 MB) Opens in a new window.Lazard Asset Management LLC
MFS International Equity (PDF, 104 KB) Opens in a new window.MFS Investment Management
DFS BlackRock® MSCI EAFE Equity Index (PDF, 103 KB) Opens in a new window.BlackRock Asset Management Canada Ltd
Mawer International Equity (PDF, 102 KB) Opens in a new window.Mawer Investment Management Ltd.
Baillie Gifford International Equity (PDF, 103 KB) Opens in a new window.Baillie Gifford & Co Ltd.
Desjardins Global Small Cap Equity (Multi-Manager) (PDF, 103 KB) Opens in a new window.Desjardins Investments Inc.
Global Alpha Global Small Cap Equity (PDF, 1 MB) Opens in a new window.Global Alpha Capital Management Ltd.
DFS BlackRock® MSCI Emerging Markets Index (PDF, 102 KB) Opens in a new window.BlackRock Asset Management Canada Ltd
Multi-Manager Emerging Markets (PDF, 1 MB) Opens in a new window.Multiple managers
Baillie Gifford Emerging Markets (PDF, 103 KB) Opens in a new window.Baillie Gifford & Co Ltd.

The information on this site is for illustrative purposes only and is not an indication of past performance or future results.