Investment only is a simpler defined benefit plan funding solution, offering competitive pricing and access to a broad range of segregated funds through a single point of contact.

While investment only is primarily designed for defined benefit pension plans (including hybrid plans, start-up plans and individual pension plans), it is a suitable vehicle for any form of managed money held under a registered plan.

Audited financial statements

Our audited financial statements provide a full accounting of all investment holdings and transactions for each of our segregated funds.

Our audited financial statements provide a full accounting of all investment holdings and transactions for each of our segregated funds.

Investment-only funds by asset class

Our quarterly fund facts documents provide detailed information on the performance, management style and objectives for the funds in the investment only plan.

Our quarterly fund facts documents provide detailed information on the performance, management style and objectives for the funds in the investment only plan.