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Segregated Funds

Segregated funds are pooled investment funds, much like mutual funds, insured by an insurance company. The chief distinction from a mutual fund is the guarantee that, regardless of fund performance, at least a minimum percentage of the investor's payments into the fund will be returned when the fund matures.

Some of the features of the Segregated funds are:

  • Up to 100% Capital Guarantee
  • May offer increasing death benefit
  • Potential creditor protection
  • Free from probate (easy to transfer to your beneficiaries at death)
  • Variety of brand name companies available and it is cost efficient during switches


Segregated funds have a higher management expense ratio as compared to regular mutual funds. This is to cover the cost of the guarantee. Therefore, Segregated funds works best for investor who prefer some form of capital preservation while being invested in equities and bonds.
 

For further information, please contact us.




AMIRI Wealth Management Inc. is a financial solutions firm. We assist our clients in protecting and preserving the quality of life throughout generations no matter what happens. We specialize in the following areas:

1. Tax & Estate Planning;
2. Buy & Sell agreement; and
3. Funds and investment planning.

Our belief in sound & secure investments alongside broad & permanent personal protection, forms the foundation behind our corporate motto : "Protecting and preserving, no matter what."