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.

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.