Desjardins Financial Security today expanded its line of retirement savings products by adding two new six-year term investments.
The new products are: the Alternative Allocation Portfolio, a “multi-diversified” investment; and the Selective Advantage Index, a product diversified into international markets.
“These two products will interest individuals who want to preserve their capital and who seek returns that exceed those of guaranteed investment certificates,” said Michael Aziz, sales and business development, individual savings products, at Desjardins Financial Security.
The Alternative Allocation Portfolio is a six-year term investment with a variable return linked to a basket of seven traditional and non-traditional asset classes, including hedge funds. This basket is diversified worldwide, and is periodically monitored and rebalanced to take advantage of both bull and bear markets. In addition, the managers are selected according to their complementary styles and their expertise. At maturity, the capital is not only 100% guaranteed but also increases thanks to the money market returns and the performance of the asset classes.
The Selective Advantage Index, also a six-year term investment, is diversified worldwide. Its return is linked to the performance of six market indexes of Western Europe, Asia and the United States. Each year, the cumulative returns are compared and the best one is selected. At the end of the term, the average of the returns posted each year is the total return for six years. The capital is also 100% guaranteed at maturity and at death for this investment.
Both products, which RRSP-eligible, are redeemable at any time and include a 100% capital guarantee at maturity and at death. Each requires a minimal investment of $500.
They are offered in Canada through LFS Laurentian Financial Services and Services financiers SFL representatives and representatives who have signed a distribution agreement with Desjardins Financial Security.
Desjardins Financial Security launches new 6-year term investments
Products offer diversification by asset class, geography
- By: IE Staff
- December 8, 2004 December 8, 2004
- 10:20