Investors Cornerstone Portfolios(TM) and Allegro Corporate Class
WINNIPEG, April 23 /CNW/ - Investors Group has announced the launch of
two new portfolio families, Investors Cornerstone Portfolios(TM) and Allegro
Corporate Class Portfolios(TM), and a new international equity fund mandate,
Investors International Equity Fund and Class. These new offerings are
expected to be available for investments this summer, subject to regulatory
"The Investors Cornerstone Portfolios aim to provide high levels of
capital stability and to provide a launching pad for dollar cost average
investment strategies during these uncertain markets," said John Wiltshire,
Investors Group Senior Vice-President, Product and Financial Planning.
The new family of Investors Cornerstone Portfolios is designed using a
mix of select Investors Group Funds and consists of three portfolios:
- Investors Cornerstone I Portfolio
- Investors Cornerstone II Portfolio
- Investors Cornerstone III Portfolio.
"Our new Allegro Corporate Class Portfolios(*) are a one-stop solution for
investors who aim to accumulate wealth and then have a need for ongoing
tax-deferred cash-flow in retirement," explained Wiltshire. "The Portfolios'
new T series will enable investors to obtain this tax-deferred cash-flow to
help them through their retirement years."
There are five Allegro Corporate Class Portfolios, including:
- Allegro Balanced Portfolio Class
- Allegro Balanced Growth Portfolio Class
- Allegro Growth Portfolio Class
- Allegro Balanced Growth Canada Focus Portfolio Class
- Allegro Growth Canada Focus Portfolio Class
The new Investors International Equity mandate is an excellent option for
clients looking for diversification outside of North America along with
long-term capital growth. "Over the long term, equity markets have
consistently provided the growth Canadians are looking for to help achieve
their personal financial goals and lifestyle dreams," said Wiltshire. "In
addition, Investors Group's investment management expertise has a global
presence that is very advantageous. Having offices in North America, Europe
and Asia provides first-hand information and viewpoints that are extremely
valuable in our investment management process."
The Investors International Equity Fund is also expected to be held by at
least one of the Allegro Corporate Class Portfolios when they are launched.
(*) This mutual fund is a separate class of shares issued by Investors
Group Corporate Class Inc.
Investors Group, founded in 1926, is a national leader in delivering
personalized financial solutions to Canadians through a network of
approximately 4,500 Consultants located throughout Canada. In addition to an
exclusive family of mutual funds and other investment vehicles, Investors
Group offers a wide range of insurance, securities, mortgage and other
financial services. Investors Group is a member of the IGM Financial Inc.
(TSX: IGM) group of companies. IGM Financial is one of Canada's premier
financial services companies with over $98 billion in total assets under
management as at March 31, 2009.
Preliminary simplified prospectuses relating to the funds have been filed
(or are in the process of being filed) with certain Canadian securities
commissions or similar authorities. You cannot buy units/shares (as
applicable) of the funds until the relevant securities commissions or similar
authorities issue receipts for the respective simplified prospectus of each
fund. Commissions, trailing commissions, management fees and expenses all may
be associated with mutual fund investments. Please read the prospectus before
investing. Mutual funds are not guaranteed, their values change frequently and
past performance may not be repeated. The Funds are distributed across Canada
by Investors Group Financial Services Inc., (in Quebec, a financial services
firm), and Investors Group Securities Inc. (in Quebec, a firm in financial
(TM) Trademarks owned by IGM Financial Inc. and licensed for use by its
For further information:
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