Investment and Retirement

Four new SSQ GIFs to better serve you

Four new funds are now available. Learn more below.

U.S. Equity

Our U.S. equity fund offering has been completely reviewed. Three new funds are available, featuring complementary approaches and renowned managers:

• SSQ Hillsdale U.S. Equity GIF consists of U.S. all-cap equities.
• SSQ Beutel Goodman U.S. Equity GIF invests primarily in U.S. large-cap equities. The manager takes a “value” approach.
• SSQ Fiera Capital U.S. Equity GIF also invests mostly in U.S. large-cap equities. The manager takes a “growth” approach.

International Equity

In addition, SSQ Fisher Emerging Markets Equity GIF is now available to individual clients. Available on our institutional platform for several years now, this fund has had great success and is designed to meet the needs of investors seeking emerging markets exposure.

New fund profile sales document

A new fund profile document is available, including more extensive financial information and information on the funds’ advantages, to help you present the funds to your clients. These fund profiles are available online via the fund return page and are updated quarterly (fund returns are updated monthly).

The fund profiles include the following:

• Reasons for selecting the fund
• Equity style
• Annual and annualized returns
• Performance over time of a $10,000 investment in the fund
• Sector/geographic allocations
• Fund codes

Fund Facts regulatory document, which must be provided to clients at point of sale, remain available on our website as well as in the Information Folder.