Standard Life offers more choice to investors by adding seven segregated funds and new investment styles

MONTREAL, Sept. 6, 2011 /CNW Telbec/ - The Standard Life Assurance Company of Canada announced today that it has added Dynamic Funds® and Meritas SRI Funds to its retail segregated fund offering. The new funds join a line-up of top retail money managers to provide investors with a wider choice of investment styles. Standard Life becomes one of the few major insurers to provide socially responsible investments (SRI) in segregated funds in Canada.

Effective today, the new Standard Life Ideal Segregated Funds - Signature Series funds are:

  • Ideal Dynamic Aggressive Bundle
  • Ideal Dynamic Moderate Bundle
  • Ideal Dynamic Power Balanced Fund
  • Ideal DynamicEdge Balanced Growth Portfolio
  • Ideal Meritas Balanced Portfolio
  • Ideal Meritas Growth & Income Portfolio
  • Ideal Meritas Income & Growth Portfolio

Dynamic Funds earned the most individual fund trophies at the Canadian Lipper Fund Awards for a second consecutive year in 2011.

The new Meritas SRI Funds in Standard Life's offering provide Canadians who would like to invest in a socially responsible manner with the option of some downside protection. Research indicates that interest in ethical investing by retail investors is on the rise and that  investors want to know more about the social and environmental performance of companies in their investment portfolios. Studies also show that the performance of SRI funds has been similar to that of traditional indices in the last few years.

Introducing "The Way Forward" in Canada
The launch of the new funds marks the introduction of Standard Life's repositioned brand and new visual identity in Canada. From today, advisors and Standard Life's customers will gradually see, hear and experience the repositioned brand, which has been shaped by a clear understanding of the changing financial landscape. The repositioned brand demonstrates the investment Standard Life is making in new products and services.

Standard Life is focused on supporting advisors and meeting the long-term savings needs of customers, so that they feel confident and optimistic about the future. This is reflected in the end line "The Way Forward".

The refreshed visual identity also leverages the company's strong heritage and the long-term relationships built since it first came to Canada in 1833.

Notes to editors

  1. Segregated funds combine the growth potential of mutual funds with some of the protection of a life insurance policy.
  2. Fund Facts documents explain the investment objectives and strategies for each new fund.
  3. Funds offered under the Ideal Segregated Funds - Signature Series are managed by an affiliated company, Standard Life Investments Inc., as well as third-party managers Dynamic Funds, Fidelity Investments, Franklin Templeton Investments, Invesco Trimark, Meritas SRI Funds and Russell Investments.
  4. Dynamic Funds is a leading Canadian investment firm offering a comprehensive line-up of investment products and services designed to meet the financial needs of advisors and their clients.
  5. Meritas SRI Funds are part of the Qtrade Financial Group. For over 10 years, it has been devoted solely to creating and marketing socially responsible investments for individuals, and also for corporations, endowments, foundations, pension plans and other large investors. Meritas uses positive and negative screening guidelines, shareholder activism and community development investments to help investors align their portfolio with their social, ethical, governance and environmental concerns.
  6. Research firm GlobeScan reported that 78% of Canadians said they are interested in learning more about social and environmental performance of companies in their investment portfolio, and that 73% said CSR reporting is an important factor when making an investment decision (as of 2008).
  7. Ideal Segregated Funds - Signature Series is a solution that allows investors to customize their investment plan as their needs change within the same contract. It provides investors with a choice of three series that offer protection levels to suit their needs for some downside protection: Ideal 75/100 Series for base capital protection upon maturity or death, Ideal 100/100 Series for full capital protection upon maturity or death and, for most funds, Ideal Income Series for full income protection under certain circumstances.
  8. Standard Life plc announced a phased roll-out of the refreshed visual identity across the group of companies in February 2011. This is the first time that Standard Life has altered its visual identity since 1993.

About Standard Life
Standard Life plc is a leading long-term savings and investment company headquartered in Edinburgh, Scotland. Standard Life has around 6 million customers worldwide and operates in the United Kingdom, Europe, North America and Asia Pacific, and globally with Standard Life Investments Ltd.

In Canada, Standard Life has been doing business for 178 years. Standard Life Financial Inc., which wholly owns The Standard Life Assurance Company of Canada and Standard Life Mutual Funds Ltd., is Standard Life plc's largest operation outside the UK. With about 2,000 employees, it provides long-term savings, investment and insurance solutions to more than 1.4 million Canadians, including group benefit and retirement plan members.

As of June 30, 2011, Standard Life plc had C$310 billion in assets under administration, including C$40 billion in Canada through Standard Life Financial.

Image with caption: "From today, Standard Life's customers in Canada will gradually see, hear and experience the company's new brand positioning and visual identity (CNW Group/STANDARD LIFE)". Image available at:


For further information:

Valérie Lamarre, Senior Advisor 
Tel.: 514-499-7999, ext. 8150
Mobile: 514-566-1524

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