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

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


The CDA Family of Investment Funds

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

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

Download CDA Fund Descriptions (Effective July, 2010)
Note: To view the CDA Fund Descriptions, you need to have Adobe Acrobat Reader installed on your computer.

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

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

CDA Managed Risk Portfolios

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

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

CDA Corporate Class Funds

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

Guaranteed Funds

The CDA 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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