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Segregated Funds Infographic

This Segregated Funds infographic outlines how individuals can combine the growth potential of investment funds with certain guarantees and benefits of a contract with a life insurance company.

Segregated Fund Infographic

Segregated Funds have the potential to increase after-tax income while preserving capital.

Segregated Funds are often issued by Canadian insurance companies for Canadians and offers investment capital appreciation along with life insurance benefits. Investors may pay a higher fee on segregated funds because of their complex structure and additional guarantees. The Segregated Funds infographic explores features like maturity guarantees, creditor protection, tax advantages and resets. Moreover, these fund offerings typically do not have aggressive fund objectives and therefore, the returns tend to be more modest.

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