• Description
• CDSPI Funds
• Contribution Options
• Fund Managers
• Online Brokerage Service
• ClearView Financial Plan™
• Insured Annuities
• Portfolio Rebalancing
Service

• Retirement InSight
• Dental Edge Group RRSP Service
• Private Wealth Management Service
• Eligibility


The CDSPI Family of Investment Funds

Within the Canadian Dentists’ Investment Program, you can choose from more than 30 different CDSPI investment funds managed by leading fund managers.

To learn about all of the CDSPI investment funds, download the CDSPI Fund Descriptions document, or click on the individual links. (Note: By clicking on individual links, you will be taken to the selected CDSPI fund listing on the Globe Investor website. For the list of all CDSPI Funds on Globe Investor, click here.)

Download CDSPI Fund Descriptions (Effective January, 2011)
Note: To view the CDSPI Fund Descriptions, you need to have Adobe Acrobat Reader installed on your computer.

Note: CDSPI fund management fees are subject to applicable taxes.

Aggressive Equity Fund (Natcan)
Balanced Fund (PH&N)
Balanced Value Fund (McLean Budden)
Bond Fund (PH&N)
Bond & Mortgage Fund (Fiera Sceptre)
Canadian Equity Fund (Trimark)
Common Stock Fund (Natcan)
Dividend Fund (PH&N)
Emerging Markets Fund (Brandes)
European Fund (Trimark)
Fixed Income Fund (McLean Budden)
Global Fund (Trimark)
Global Growth Fund (Capital Intl)
High Income Fund (Fiera Sceptre)
International Equity Fund (CC&L)
Money Market Fund (Fiera Sceptre)
Pacific Basin Fund (CI)
S&P 500 Index Fund (BlackRock®)
TSX Composite Index Fund (BlackRock®)
US Large Cap Fund (Capital Intl)
US Small Cap Fund (Trimark)

CDSPI Managed Risk Portfolios

Index Fund Portfolios
Conservative Index Portfolio (BlackRock®)
Moderate Index Portfolio (BlackRock®)
Aggressive Index Portfolio (BlackRock®)

Income/Equity Fund Portfolios
Income Portfolio (CI)
Income Plus Portfolio (CI)
Balanced Portfolio (CI)
Conservative Growth Portfolio (CI)
Moderate Growth Portfolio (CI)
Aggressive Growth Portfolio (CI)

CDSPI Corporate Class Funds

Canadian Bond Fund Corporate Class (CI)
Corporate Bond Fund Corporate Class (CI)
Income and Growth Fund Corporate Class (CI)

Guaranteed Funds

The Guaranteed Funds

Fund manager
Sun Life Assurance Company of Canada
Investment Objective
Fixed rates of interest guaranteed for term selected (1-5 years).
Investment Instruments
Various different investment products, fully backed by Sun Life’s assets.
Management Style
Low risk. Rates set are highly competitive with those in the marketplace.
Management Fee
N/A

Also of Interest:
Unit Values
Historic Performance

BlackRock is a registered trade-mark of BlackRock, Inc.

 

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