Ideal Growth Portfolio & Ideal Select Growth Portfolio ... - Standard Life
Ideal Growth Portfolio & Ideal Select Growth Portfolio ... - Standard Life
Ideal Growth Portfolio & Ideal Select Growth Portfolio ... - Standard Life
You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
<strong>Ideal</strong> Segregated Funds – Signature Series<br />
<strong>Ideal</strong> <strong>Growth</strong> <strong>Portfolio</strong><br />
<strong>Ideal</strong> <strong>Select</strong> <strong>Growth</strong> <strong>Portfolio</strong><br />
<strong>Ideal</strong> <strong>Growth</strong> <strong>Portfolio</strong> <strong>Ideal</strong> <strong>Select</strong> <strong>Growth</strong> <strong>Portfolio</strong><br />
Strategic target mix:<br />
Fixed Income 40%<br />
Canadian Equity 30%<br />
U.S. Equity 15%<br />
International Equity 15%<br />
The <strong>Ideal</strong> <strong>Growth</strong> <strong>Portfolio</strong> invests in underlying <strong>Standard</strong> <strong>Life</strong> Mutual Funds only.<br />
Consider these portfolios if:<br />
• your primary objective is potential capital growth and income<br />
• you have a low to moderate risk tolerance<br />
• you have an investment horizon of at least 3 to 5 years<br />
<strong>Growth</strong> <strong>Portfolio</strong>s<br />
The portfolios are ideal for investors looking to benefit from the potential growth of<br />
equity markets, while maintaining sufficient diversification to minimize the impact of<br />
market swings.<br />
The equity portion will have a bias towards large capitalization companies with solid<br />
fundamentals, giving you access to potential capital appreciation as well as to proven<br />
investment expertise.<br />
The objective of the fixed income portion is to reduce the portfolio’s volatility through<br />
high-quality investments.<br />
These portfolios are composed of carefully chosen investments and are monitored<br />
periodically to ensure that the optimal balance between risk and return is achieved.<br />
We reserve the right to modify, without prior notice, the strategic mix, asset mixes, percentage range<br />
and choice of funds as long as the change respects the objectives of the portfolio.<br />
Potential Return<br />
30%<br />
70%<br />
40% 60%<br />
Strategic target mix:<br />
Conservative<br />
<strong>Portfolio</strong><br />
Fixed Income 40%<br />
Canadian Equity 30%<br />
U.S. Equity 15%<br />
International Equity 15%<br />
The <strong>Ideal</strong> <strong>Select</strong> <strong>Growth</strong> <strong>Portfolio</strong> invests in both <strong>Standard</strong> <strong>Life</strong> Investments Inc. managed funds<br />
and third-party funds.<br />
60%<br />
Moderate<br />
<strong>Portfolio</strong><br />
40%<br />
80%<br />
20%<br />
<strong>Growth</strong> <strong>Portfolio</strong><br />
Dividend <strong>Growth</strong> &<br />
Income <strong>Portfolio</strong><br />
Potential Risk<br />
75%<br />
25%<br />
Aggressive <strong>Portfolio</strong><br />
100%<br />
Global <strong>Portfolio</strong><br />
Fixed Income<br />
Equities
<strong>Ideal</strong> Segregated Funds – Signature Series<br />
<strong>Ideal</strong> <strong>Growth</strong> <strong>Portfolio</strong> <strong>Ideal</strong> <strong>Select</strong> <strong>Growth</strong> <strong>Portfolio</strong><br />
Fund codes<br />
www.standardlife.ca<br />
The <strong>Standard</strong> <strong>Life</strong> Assurance Company of Canada<br />
June 2011<br />
6470D-08-2011 (PDF only)<br />
Tactical asset allocation<br />
<strong>Standard</strong> <strong>Life</strong> Canadian Bond Fund 26.3%<br />
<strong>Standard</strong> <strong>Life</strong> Canadian Equity Fund 16.3%<br />
<strong>Standard</strong> <strong>Life</strong> Canadian Small Cap Fund 12.7%<br />
<strong>Standard</strong> <strong>Life</strong> International Equity Fund 10.8%<br />
<strong>Standard</strong> <strong>Life</strong> International Bond Fund 8.9%<br />
<strong>Standard</strong> <strong>Life</strong> U.S. Equity Focus Fund 8.2%<br />
<strong>Standard</strong> <strong>Life</strong> U.S. Mid Cap Fund 7.5%<br />
<strong>Standard</strong> <strong>Life</strong> Dividend Income Fund 5.3%<br />
<strong>Standard</strong> <strong>Life</strong> Global Monthly Income Fund<br />
As at June 2011<br />
4.0%<br />
Back-end<br />
load option<br />
No-load<br />
option<br />
Low-load<br />
option<br />
Platinum<br />
Option 1<br />
<strong>Ideal</strong> 75/100 Series SLI717 SLI7317 SLI7117 SLI7417<br />
<strong>Ideal</strong> 100/100 Series SLI817 SLI8317 SLI8117 SLI8417<br />
<strong>Ideal</strong> Income Series N/A SLI6317 SLI6117 SLI6417<br />
Fund codes<br />
Premium minimums: <strong>Ideal</strong> 75/100 & <strong>Ideal</strong> 100/100 Series ‑ Savings plans: $1,000 Registered income plans: $10,000<br />
<strong>Ideal</strong> Income Series - Savings & Registered income plans: $25,000<br />
Tactical asset allocation<br />
<strong>Standard</strong> <strong>Life</strong> Canadian Bond Fund 26.2%<br />
Trimark Canadian Fund 9.8%<br />
Fidelity True North® Fund 9.4%<br />
<strong>Standard</strong> <strong>Life</strong> International Bond Fund 8.6%<br />
<strong>Standard</strong> <strong>Life</strong> Canadian Small Cap Fund 7.9%<br />
Fidelity Global Disciplined Equity® Fund 5.5%<br />
<strong>Standard</strong> <strong>Life</strong> International Equity Fund 5.4%<br />
<strong>Standard</strong> <strong>Life</strong> Dividend Income Fund 5.1%<br />
Templeton Global Stock Trust 4.4%<br />
<strong>Standard</strong> <strong>Life</strong> Global Monthly Income Fund 4.0%<br />
<strong>Standard</strong> <strong>Life</strong> U.S. Equity Focus Fund 3.9%<br />
<strong>Standard</strong> <strong>Life</strong> Canadian Equity Fund 3.8%<br />
<strong>Standard</strong> <strong>Life</strong> U.S. Mid Cap Fund 3.1%<br />
Russell US Equity Fund<br />
As at June 2011<br />
2.9%<br />
Back-end<br />
load option<br />
No-load<br />
option<br />
Low-load<br />
option<br />
Platinum<br />
Option 1<br />
<strong>Ideal</strong> 75/100 Series SLI751 SLI7351 SLI7151 SLI7451<br />
<strong>Ideal</strong> 100/100 Series SLI851 SLI8351 SLI8151 SLI8451<br />
<strong>Ideal</strong> Income Series N/A SLI6351 SLI6151 SLI6451<br />
1Minimum $250,000 per contract.<br />
<strong>Ideal</strong> <strong>Portfolio</strong>s and <strong>Ideal</strong> <strong>Select</strong> <strong>Portfolio</strong>s are offered on our <strong>Ideal</strong> Segregated Funds – Signature Series contract, which is an<br />
insurance product. A description of the key features and terms and conditions of <strong>Standard</strong> <strong>Life</strong>’s <strong>Ideal</strong> Segregated Funds – Signature<br />
Series is contained in the Information Folder and Contract. Subject to any applicable guarantees, any part of the premium or other<br />
amount allocated to an <strong>Ideal</strong> Segregated Fund – Signature Series is invested at the risk of the contractholder and may increase or<br />
decrease in value according to fluctuations in the market value of the assets of the <strong>Ideal</strong> Segregated Fund – Signature Series.
Change language