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                                  La Capitale Financial Group

Savings and Investments

Agent's Guide

Fund Facts

pdf

Fixed Income

Market Index or Underlying Fund

Morningstar Analytics

Globe Fund Reports

Underlying Fund

Charts

Underlying Fund

Canadian Bond Index

DEX Universe Bond Index 3

Analytics Report

Fund Profile N/A

chart

Canadian Fixed Income (AGF)

AGF Fixed Income Plus Fund, 4 MF Series

Analytics Report

Fund Profile

chart

Balanced

Underlying Fund

 

 

 

Canadian Balanced (Dynamic)

Dynamic Value Balanced Fund, Series A

Analytics Report

Fund Profile

chart

Canadian Balanced (Fidelity)

Fidelity Canadian Balanced Fund, Series A

Analytics Report

Fund Profile

chart

Global Balanced (AGF)

AGF World Balanced Fund, MF Series

Analytics Report

Fund Profile

chart

Diversified Income (Fidelity)

Fidelity Monthly Income Fund, Series A

Analytics Report

Fund Profile

chart

Diversified Income (Dynamic)

Dynamic Strategic Yield Fund, Series A

Analytics Report

Fund Profile

chart

Canadian Equity

Market Index or Underlying Fund

 

 

 

Canadian Equity Index

S&P/TSX 60,5 Canadian Index

Analytics Report

Fund Profile N/A

chart

Canadian Dividend (AGF)

AGF Dividend Income Fund, MF Series

Analytics Report

Fund Profile

chart

Canadian Dividend (Fidelity)

Fidelity Dividend Fund, Series A

Analytics Report

Fund Profile

chart

Canadian Equity Income (Dynamic)

Dynamic Equity Income Fund, Series A

Analytics Report

Fund Profile

chart

Canadian Equity (Fidelity)

Fidelity Canadian Disciplined Equity Fund, Series A

Analytics Report

Fund Profile

chart

Small Capitalization Canadian Equity(Dynamic)

Dynamic Small Business Fund, Series A

Analytics Report

Fund Profile

chart

Low Volatility Canadian Equity (TDAM)

TD Emerald Low Volatility Canadian Equity PFT 6

Analytics Report

Fund Profile N/A

chart

U.S. and International Equity

Market Index or Underlying Fund

 

 

 

American Equity Index

S&P 500,5 American Index

Analytics Report

Fund Profile N/A

chart

International Equity Index

MSCI EAFE, 7 International Index

Analytics Report

Fund Profile N/A

chart

American Equity (Dynamic)

Dynamic American Value Fund, Series A

Analytics Report

Fund Profile

chart

Global Equity (Dynamic)

Dynamic Global Value Fund, Series A

Analytics Report

Fund Profile

chart

Global Equity – Discovery (Dynamic)

Dynamic Global Discovery Fund, Series A

Analytics Report

Fund Profile

chart

Low Volatility Global Equity (TDAM)

TD Emerald Low Volatility All World Equity PFT 6

Analytics Report

Fund Profile N/A

chart

Emerging Markets (AGF)

AGF Emerging Markets Fund, MF Series

Analytics Report

Fund Profile

chart

Portfolio

Underlying Portfolio

 

 

 

Conservative Profile (AGF) No longer available

AGF Elements Yield Portfolio, MF Series

Analytics Report

Fund Profile

chart

Moderate Profile (AGF) No longer available

AGF Elements Conservative Portfolio, MF Series

Analytics Report

Fund Profile

chart

Balanced Profile (AGF)   No longer available

AGF Elements Balanced Portfolio, MF Series

Analytics Report

Fund Profile

chart

Growth Profile (AGF) No longer available

AGF Elements Growth Portfolio, MF Series

Analytics Report

Fund Profile

chart

Aggressive Profile (AGF) No loger available

AGF Elements Global Portfolio, MF Series

Analytics Report

Fund Profile

chart

Conservative Profile (NBSI)

Meritage Conservative Income Portfolio, Advisor Series

Analytics Report

Fund Profile

Chart

Moderate Profile (NBSI)

Meritage Moderate Income Portfolio, Advisor Series

Analytics Report

Fund Profile

Chart

Balanced Profile (NBSI)

Meritage Balanced Income Portfolio, Advisor Series 1

Analytics Report

Fund Profile

Chart

Growth Profile (NBSI)

Meritage Growth Income Portfolio, Advisor Series

Analytics Report

Fund Profile

Chart

Aggressive Profile (NBSI)

Meritage Equity Income Portfolio, Advisor Series

Analytics Report

Fund Profile

chart 

Available for the following Account Types:

Ontario - TFSA, RRSP, Spousal RRSP, RRIF, LIRA, LRIF, LIF, LRSP

1. Management fees charged by the insurer are not guaranteed.

2. Represents management expense ratio of underlying fund.

3. This index was formerly named the Scotia Capital Universe Bond Index, a trademark of the Bank of Nova Scotia.

4. Formerly, Acuity Fixed Income Fund

5. “Standard & Poor’sTM”, “S&PTM”, “S&P 500TM” “Standard & Poor’s 500” and “500” are trademarks of Standard and Poor’s. “TSX” is a trademark of The Toronto Stock Exchange. These marks have been licensed for use by La Capitale Civil Service Insurer Inc. and its affiliates. These investment accounts are not sponsored, endorsed, sold or promoted by Standard & Poor’s or The Toronto Stock Exchange and neither party makes any representation, warranty, or condition regarding the advisabilityof investing in these investment accounts.

6. Pooled fund trust

7. The investment account referred to herein is not sponsored, endorsed, sold or promoted by MSCITM, and MSCITM bears no liability with respect to the account or any index on which the investment account is based. The investment certificate contains a more detailed description of the limited relationship MSCITM has with La Capitale Civil Service Insurer Inc., its affiliates and this account.

Globe Fund does not provide Fund Profiles for La Capitale Segregated Funds: 

Globe Fund Reports and Charts are for illustrative and comparitive purposes only. The actual return of La Capitale segregated funds may be different and and have different MERs and other expenses. In the event of discrepencies in illustrations between Globe Fund Reports and La Capitale Agent's Guide Fund Facts Document, La Capitale Agent's Guide Fund Facts Document shall prevail. 

 


La Capitale Insurance and Financial Services Inc. is the sole issuer of the individual variable annuity contract.

A description of the key features of the individual variable annuity contract is contained in the La Capitale Insurance and Financial Services Inc. variable annuity contract. SUBJECT TO ANY APPLICABLE DEATH GUARANTEE, ANY PART OF THE PREMIUM OR OTHER AMOUNT THAT IS ALLOCATED TO A SEGREGATED FUND IS INVESTED AT THE RISK OF THE POLICYHOLDER AND MAY INCREASE ACCORDING TO FLUCTUATIONS IN THE MARKET VALUE OF THE ASSETS OF THE SEGREGATED FUND.

La Capitale is a trademark of La Capitale Insurance and Financial Services Inc. La Capitale logo are trademarks of La Capitale Insurance and Financial Services Inc. and are used under license.

This information is provided to you from the La Capitale website, brochures, marketing material and Agent's Guide Fund Facts  and Annuity Contract documents. While every effort is taken to ensure that all the information is accurate and up-to-date, in case of discrepancies between the content on the La Capitale website, brochures, marketing material and Agent's Guide Fund Facts and Annuity Contract Documents and the content published on this website, the original information on the La Capitale Insurance and Financial Services Inc. website, brochures, marketing material and Agent's Guide Fund Facts and Annuity Contract Documents shall prevail.





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GMS

Guaranteed Investment Funds


     

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