Investment and Retirement

A competitive family of segregated funds

A competitive family of segregated funds

SSQ's fund offering stands out from its competitors in several ways. For example, our investment platform is focused on a single overriding objective: giving our clients the opportunity to take advantage of a management model that is comparable to the model used by large pension funds.

Our management fees are also among the most competitive on the market. But did you know exactly what is included in fund management fees?

 

EXPLAINING SEGREGATED FUND MANAGEMENT FEES AND MANAGEMENT EXPENSE RATIOS

It is natural to conclude that management fees, because of their name, are the most important component of a fund's management expense ratio (MER). It is important, however, to also consider administration fees and applicable taxes to properly compare and explain fund fees and expenses to your clients.

Click here for more information about the components of the Management Expense Ratio (MER).

 

REMEMBER: WE HAVE TWO NEW FUNDS AVAILABLE AS OF JANUARY 13!

Would you like your clients to benefit from the performance of foreign markets while minimizing their portfolio risk? Here are two new foreign funds available on our platform:

 

UPDATE TO ASTRA FUNDS SUMMARY (DRA719)

Our document summarizing the main characteristics of our segregated funds (DRA719) has been updated to include management fees and two new funds. Order it using the order form!

Click here to consult the ASTRA Funds Summary (DRA719).