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New Funds For a Lifetime of Investment Needs

To meet the evolving needs of dentists, CDSPI has added eight new funds to our family of investment solutions. These funds address concerns such as ongoing market volatility, rising interest rates, the desire for exposure to non-traditional assets, and diversification across active and passive investments.

 

Build a Sophisticated Foundation

Five CDSPI Granite Portfolios offer instant diversification by asset class, geographic region, sector, manager and investment style. Each portfolio consists of a broad number of proven domestic and global funds, managed by leading fund managers around the world, with a highly competitive MER of 1.50%.

CDSPI Granite Conservative Portfolio
Stable, income-focused returns for those with a low tolerance for volatility.

CDSPI Granite Moderate Portfolio
Income-focused returns with some capital growth over time.

CDSPI Granite Balanced Portfolio
Long-term capital growth with a mix of passive and active fund management.

CDSPI Granite Growth Portfolio
A higher allocation of equities for those who can tolerate greater volatility.

CDSPI Granite Aggressive Portfolio
80% equities for those with a long-term horizon who can accept large fluctuations.

Managed by Sun Life Global Investments
Sun Life Global Investments relies on relationships with best-in-class investment managers from around the world to provide Canadian investors with a diverse line up of investment solutions. Their teams each have a disciplined, research-based approach to selecting and managing the funds in their portfolios.

 

Take Advantage of a Target Return Strategy

CDSPI Diversified Growth Fund

For investors who are willing to take a moderate level of risk for global exposure. Invests in a broad range of traditional and non-traditional asset classes including currency, emerging market and high yield debt, gold, commodities, and other alternative assets. The fund has a target return of Canadian Consumer Price Index + 4% per annum net of fees over a full economic cycle (typically 5-7 years).  (MER 1.65%)

 

Managed by: Schroders
Schroders is a world-class asset manager operating from 27 countries across Europe, the Americas, Asia and the Middle East. With US$593 billion in assets under management, they specialize in multi-asset, alternative and real estate investing.

 

Explore The World With Lower Volatility

CDSPI Low Volatility Global Equity Fund  

For long-term investors looking for global equity investments who are comfortable with medium investment risk. Invests in stocks with wide geographic diversification, including European, Asian and emerging markets, that demonstrate less market volatility and may perform better in market downturns. (MER 1.30%)

 

Managed by: MFS
MFS has 150 years of active management experience, encouraging diversity of thought that can stand the test of active debate. They offer fundamental, active, research-driven strategies that strive for less volatility relative to benchmarks and greater value through changing markets.

 

Combine Safety With Upside Potential

CDSPI Core Plus Bond Fund

You want to protect your wealth but are willing to take on limited risk for the potential to achieve higher returns. Provides a base of quality bonds with “plus” strategies that include mortgages, high yield bonds, and emerging market debt.  (MER 0.80%)

 

Managed by: PH&N
Founded in 1964, PH&N is an esteemed leader in Canada’s money management industry. They have a clear investment philosophy and a strong set of values based on a conservative investment approach, superior client service and adherence to the highest standards of professional integrity.

 

Eight new funds. One objective—growth that is tailored to your objectives.

Our Investment Planning Advisors* can show you how our new funds may complement your portfolio.

1.800.561.9401   investment@cdspi.com

 

* Investment planning advice is provided by licensed advisors at CDSPI Advisory Services Inc. Restrictions may apply to advisory services in certain jurisdictions.