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SEGREGATED FUNDS
WHAT IS A SEGREGATED FUND?
A Segregated Fund is a type of investments vehicle commonly offered by insurance companies as a way to provide policy holders with a path for capital appreciation bundled with guaranteed payouts that protect the owner's initial investment.
WHY INVEST IN A SEGREGATED FUND?
Segregated Funds tend to invest in more conservative, low-risk assets. Additionally they offer maturity guarantees and death benefits on the initial investment, often between 75% to 100%, meaning that a portion or all of your initial contribution will always be returned to you or your beneficiary regardless of how the fund has performed.
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