Tactical asset allocation - Ideal Seg Funds (6472) - Standard Life

Ideal Select Conservative Portfolio
Objectives: ¬ ¬ Generate¬income
¬ ¬ Preserve¬capital
Ideal Select Moderate Portfolio
Objectives: ¬ ¬ Generate¬income
¬ ¬ Moderate¬long‑term¬¬
capital¬growth
Ideal Select Growth Portfolio
Objectives: ¬ ¬ Long‑term¬capital¬growth
¬ ¬ Moderate¬income
Tactical mix : Fixed¬Income¬ 65.5%¬
Equities¬ 30.0%¬
Cash¬and¬¬
other¬securities:¬ 4.5%
¬Standard¬Life¬Canadian¬Bond¬Fund¬ 58.6%
¬Standard¬Life¬International¬Bond¬Fund¬ ¬ 8.4%
¬Standard¬Life¬Dividend¬Income¬Fund¬ ¬ 7.9%
¬Standard¬Life¬Canadian¬Equity¬Fund¬ ¬ 5.7%
¬Standard¬Life¬U.S.¬Dividend¬Growth¬Fund¬ ¬ 5.3%
¬Standard¬Life¬Tactical¬Income¬Fund¬ ¬ 3.9%
¬Trimark¬Canadian¬Fund¬ ¬ 3.4%
¬Standard¬Life¬International¬Equity¬Fund¬ ¬ 3.3%
¬Fidelity¬Global¬Disciplined¬Equity ® ¬Fund¬ ¬ 1.9%
¬Standard¬Life¬Global¬Dividend¬Growth¬Fund¬ ¬ 1.5%
Tactical mix: Fixed¬Income¬ 54.8%¬
Equities¬ 40.4%¬
Cash¬and¬¬
other¬securities:¬ 4.8%
¬Standard¬Life¬Canadian¬Bond¬Fund¬¬ 48.0%
¬Standard¬Life¬Canadian¬Equity¬Fund¬ 10.1%
¬Standard¬Life¬Dividend¬Income¬Fund¬ ¬ 9.3%
¬Standard¬Life¬International¬Bond¬Fund¬ ¬ 8.1%
¬Standard¬Life¬U.S.¬Dividend¬Growth¬Fund¬¬ ¬ 5.8%
¬Trimark¬Canadian¬Fund¬ ¬ 4.7%
¬Standard¬Life¬Tactical¬Income¬Fund¬¬ ¬ 4.0%
¬Fidelity¬Global¬Disciplined¬Equity ® ¬Fund¬¬ ¬ 2.9%
¬Templeton¬Global¬Stock¬Trust¬ ¬ 2.6%
¬Standard¬Life¬International¬Equity¬Fund¬ ¬ 2.5%
¬Standard¬Life¬Global¬Dividend¬Growth¬Fund¬¬ ¬ 2.0%
Tactical mix: Fixed¬Income¬ 35.2%¬
Equities¬ 59.3%¬
Cash¬and¬¬
other¬securities:¬ 5.5%
¬Standard¬Life¬Canadian¬Bond¬Fund¬ 28.6%
¬Fidelity¬True¬North ® ¬Fund¬ ¬ 9.1%
¬Trimark¬Canadian¬Fund¬ ¬ 7.9%
¬Standard¬Life¬International¬Bond¬Fund¬ ¬ 7.7%¬
¬Standard¬Life¬International¬Equity¬Fund¬ ¬ 7.4%
¬Standard¬Life¬Canadian¬Small¬Cap¬Fund¬¬ ¬ 5.8%
¬Standard¬Life¬U.S.¬Equity¬Focus¬Fund¬¬ ¬ 5.1%
¬Standard¬Life¬Dividend¬Income¬Fund¬ ¬ 5.1%
¬Fidelity¬Global¬Disciplined¬Equity ®¬ Fund¬ 4.8%¬
¬Standard¬Life¬Canadian¬Equity¬Fund¬ ¬ 4.7%
¬Standard¬Life¬Tactical¬Income¬Fund¬ ¬ 4.0%
¬Templeton¬Global¬Stock¬Trust¬ ¬ 3.9%
¬Standard¬Life¬U.S.¬Mid¬Cap¬Fund¬¬ ¬ 2.9%
¬Russell¬US¬Equity¬Fund¬¬ ¬ 2.8%
Tactical Asset Allocation
Ideal Segregated Funds – Signature Series
Ideal Select Portfolios - June 2012
Ideal 75/100 Series Fund number
BEL¬
NL¬
LL¬
Platinum¬Option
Ideal 100/100 Series
BEL¬
NL¬
LL¬
Platinum¬Option
Ideal Income Series*
NL¬¬
LL¬¬¬¬¬¬¬¬¬¬¬¬¬
Platinum¬Option
SLI749¬
SLI7349¬
SLI7149¬
SLI7449
SLI849¬
SLI8349¬
SLI8149¬
SLI8449
SLI6349¬
SLI6149¬
SLI6449
Ideal 75/100 Series Fund number
BEL¬
NL¬
LL¬
Platinum¬Option
Ideal 100/100 Series
BEL¬
NL¬
LL¬
Platinum¬Option
Ideal Income Series*
NL¬
LL¬¬
Platinum¬Option
SLI750¬
SLI7350¬
SLI7150¬
SLI7450
SLI850¬
SLI8350¬
SLI8150¬
SLI8450
SLI6350¬
SLI6150¬¬
SLI6450
Ideal 75/100 Series Fund number
BEL¬
NL¬
LL¬
Platinum¬Option
Ideal 100/100 Series
BEL¬
NL¬
LL¬
Platinum¬Option
Ideal Income Series*
NL¬
LL¬¬
Platinum¬Option
SLI751¬
SLI7351¬
SLI7151¬
SLI7451
SLI851¬
SLI8351¬
SLI8151¬
SLI8451
SLI6351¬
SLI6151¬
SLI6451
Tactical Asset Allocation 01/02

Ideal Segregated Funds – Signature Series – Ideal Select – June 2012
Ideal Select Dividend Growth & Income Portfolio
Objective: ¬ ¬ Long‑term¬capital¬growth Tactical mix: Fixed¬Income¬ 13.6%¬
Equities¬
Cash¬and¬¬
80.1%¬
other¬securities:¬ 6.3%
¬Standard¬Life¬Tactical¬Income¬Fund¬ 23.3%
¬Standard¬Life¬Monthly¬Income¬Fund¬ 21.0%
¬Standard¬Life¬Global¬Dividend¬Growth¬Fund¬ ¬ 10.3%
¬Fidelity¬True¬North ® ¬Fund¬ ¬ 8.8%
¬Trimark¬Canadian¬Fund¬ ¬ 8.4%
¬Standard¬Life¬Canadian¬Dividend¬Growth¬Fund¬ ¬ 8.2%
¬Fidelity¬Global¬Disciplined¬Equity ® ¬Fund¬ ¬ 7.6%
¬Templeton¬Global¬Stock¬Trust¬ ¬ 7.4%
¬Standard¬Life¬U.S.¬Dividend¬Growth¬Fund¬ ¬ 5.1%
Ideal Select Aggressive Portfolio
Objective: ¬ ¬ Long‑term¬capital¬growth Tactical mix: Fixed¬Income¬ 18.5%¬
Equities¬
Cash¬and¬¬
76.0%¬
other¬securities:¬ 5.5%
Ideal Select Global Portfolio
Objectives: ¬ ¬ Long‑term¬capital¬growth
¬ ¬ Global¬diversification
¬Standard¬Life¬Canadian¬Small¬Cap¬Fund¬¬ 15.3%
¬Standard¬Life¬Canadian¬Bond¬Fund¬ 11.7%
¬Standard¬Life¬International¬Bond¬Fund¬ ¬ 9.3%
¬Standard¬Life¬U.S.¬Equity¬Focus¬Fund¬ ¬ 8.6%
¬Trimark¬Canadian¬Fund¬ ¬ 8.0%
¬Fidelity¬Global¬Disciplined¬Equity¬ ¬ 6.9%
¬Templeton¬Global¬Stock¬Trust¬¬ ¬ 6.8%
¬Fidelity¬True¬North¬Fund¬ ¬ 6.3%
¬Russell¬US¬Equity¬Fund¬ ¬ 5.7%
¬Standard¬Life¬International¬Equity¬Fund¬ ¬ 5.7%
¬Standard¬Life¬Dividend¬Income¬Fund¬¬ ¬ 5.5%
¬Standard¬Life¬U.S.¬Mid‑Cap¬Fund¬ ¬ 5.5%
¬Standard¬Life¬Canadian¬Equity¬Fund¬ ¬ 4.7%
Tactical mix: Equities¬ 96.0%¬
Cash¬and¬¬
other¬securities:¬ 4.0%
¬Standard¬Life¬Global¬Dividend¬Growth¬ 13.6%
¬Standard¬Life¬U.S.¬Dividend¬Growth¬Fund¬ 11.7%
¬Russell¬US¬Equity¬Fund¬ 10.5%
¬Standard¬Life¬U.S.¬Equity¬Focus¬Fund¬ 10.4%
¬Standard¬Life¬Global¬Equity¬Fund¬ 10.1%
¬Standard¬Life¬European¬Equity¬Fund¬ ¬ 8.1%
¬Standard¬Life¬Global¬Equity¬Focus¬Fund¬ ¬ 7.7%
¬Fidelity¬Global¬Disciplined¬Equity ® ¬Fund¬ ¬ 7.5%¬
¬Templeton¬Global¬Stock¬Trust¬ ¬ 6.9%
¬Standard¬Life¬International¬Equity¬Fund¬ ¬ 5.6%¬
¬Standard¬Life¬India¬Equity¬Focus¬Fund¬ ¬ 4.4%
¬Standard¬Life¬Canadian¬Equity¬Focus¬Fund¬¬ ¬ 3.4%
Ideal 75/100 Series Fund number
BEL¬
NL¬
LL¬
Platinum¬Option
Ideal 100/100 Series
BEL¬
NL¬
LL¬
Platinum¬Option
SLI753¬
SLI7353¬
SLI7153¬
SLI7453
SLI853¬
SLI8353¬
SLI8153¬
SLI8453
Ideal 75/100 Series Fund number
BEL¬
NL¬
LL¬
Platinum¬Option
Ideal 100/100 Series
BEL¬
NL¬
LL¬
Platinum¬Option
SLI752¬
SLI7352¬
SLI7152¬
SLI7452
SLI852¬
SLI8352¬
SLI8152¬
SLI8452
Ideal 75/100 Series Fund number
BEL¬
NL¬
LL¬
Platinum¬Option
Ideal 100/100 Series
BEL¬
NL¬
LL¬
Platinum¬Option
*¬Standard¬Life¬has¬temporarily¬suspended¬new¬sales¬of¬Ideal¬Income¬Series¬(GLWB)¬effective¬April¬16¬2012.¬
We¬reserve¬the¬right¬to¬modify,¬without¬prior¬notice,¬the¬tactical¬mix,¬asset¬mixes,¬percentage¬range¬and¬choice¬of¬funds¬as¬long¬as¬
the¬change¬respects¬the¬objectives¬of¬the¬portfolio.¬Ideal¬Select¬Portfolios¬are¬offered¬on¬our¬Ideal¬Segregated¬Funds¬–¬Signature¬
Series¬contract,¬which¬is¬an¬insurance¬product.¬A¬description¬of¬the¬key¬features¬and¬terms¬and¬conditions¬of¬Standard¬Life’s¬Ideal¬
Segregated¬Funds¬–¬Signature¬Series¬is¬contained¬in¬the¬Information¬Folder¬and¬Contract.¬Subject¬to¬any¬applicable¬guarantees,¬
any¬part¬of¬the¬premium¬or¬other¬amount¬allocated¬to¬an¬Ideal¬Segregated¬Fund¬–¬Signature¬Series¬is¬invested¬at¬the¬risk¬of¬the¬
contractholder¬and¬may¬increase¬or¬decrease¬in¬value¬according¬to¬fluctuations¬in¬the¬market¬value¬of¬the¬assets¬of¬the¬Ideal¬
Segregated¬Funds¬–¬Signature¬Series.¬These¬portfolios¬are¬composed¬of¬both¬Standard¬Life¬Investments¬Inc.¬managed¬funds¬and¬
third‑party¬funds.
www.standardlife.ca
The¬Standard¬Life¬Assurance¬Company¬of¬Canada
6472Q
08‑2012 PDF¬only ©¬2012¬Standard¬Life
SLI754¬
SLI7354¬
SLI7154¬
SLI7454
SLI854¬
SLI8354¬
SLI8154¬
SLI8454
02/02