Investment and Retirement
Portfolio funds: Win-win solutions for you and your clients
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There are many benefits to choosing portfolio type funds, for you and your clients. Our ASTRA Strategy Portfolio Funds could be an interesting option, depending on your client’s investor profile.
Here is some information on our ASTRA Strategy Portfolio Funds.
A SIMPLE AND REASSURING INVESTMENT SOLUTION
This is an easy investment solution to implement and it gives access to optimal diversification in a single fund:
- Asset allocation is optimized through diversification by asset class, region, sector, market capitalization, as well as through complementary management styles.
The selected portfolio fund appears on a single line on the investment statement:
- A client who invests in a variety of funds will tend to want to replace funds that have underperformed by those with higher returns. In doing so, your client may be steering away from the principle of diversification.
A portion of the chosen portfolio may benefit from:
- The protection of long-term purchasing power, in real terms (i.e. net of inflation), by using the Real Return Bond Index Fund (BlackRock®)
- Capital protection against future interest rate increases thanks to the Treasury Fund (Optimum Asset Management Inc.)
RENOWNED ASSET MANAGEMENT
ASTRA Strategy Funds offer access to:
- Automatic rebalancing that ensures the investor's portfolio complies with the portfolio allocation and objectives at all times, freeing up time for you to develop your current and future clientele
- Investment advice from managers who are among the best in the industry
- Our experienced internal portfolio monitoring team has the necessary latitude and autonomy to adjust the portfolio composition
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ASTRA Strategy Funds Returns as at December 31, 2014 |
1-Year |
2-Year |
3-Year |
5-Year |
10-Year |
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Conservative Strategy |
6.10% |
5.63% |
4.95% |
3.91% |
3.50% |
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Balanced Strategy |
7.24% |
8.60% |
7.40% |
5.35% |
4.07% |
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Growth Strategy |
7.73% |
10.79% |
9.09% |
5.84% |
4.34% |
|
Aggressive Strategy |
8.79% |
13.03% |
10.74% |
6.64% |
N/A |
Discover our ASTRA portfolio funds (PDF)
The advantages of a turnkey portfolio (PDF)
Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value.
The returns shown do not take into account sales, redemption, distribution or other optional charges that may have reduced returns. Returns are annualized, except for periods of less than one year. Past returns are not a reliable indicator of future performance. This method of calculating returns is in compliance with the industry standards established by the Canadian Life and Health Insurance Association. For more information about this calculation method, please contact SSQ Client Services at 1-800-320-4887.