Fund Facts and Performance Updates

In this section, you will find investment information for both our segregated funds and our index interest options for our universal life plans (for select plans only).

All existing segregated fund (including the Alliances), Guaranteed Interest Accounts (GIAs) and Daily Interest Account (DIA) products that are available under the investment product line of business:

  • Are closed to new policies/new sales
  • Are closed to additional deposits (including PACs)
  • Transfer/switch between funds are permitted.

ivari’s Single Premium Immediate Annuity (SPIA) remains available for new sales

Yearly Fund Fact Pages

Our yearly December 31st Fund Fact pages are available for all segregated funds, including the Variable Investment Options (VIO) under some universal life products. These pages will provide you with detailed information about the investment option.

For the investment objective of the segregated funds offered under the Investment product line up, please refer to the Investment Objectives & Segregated Fund Options flyer.

Monthly Performance Updates

Our monthly Performance Updates pages are available for the ivari GIF segregated fund contract and some universal life products (i.e. ivari Universal, EstateAdvantage and WealthAdvantage, prosperity). These pages will provide you with detailed information about the investment option.

Rates of Return & Prices

You can access the monthly performance (Rates of Return) of the investment option line-up for all universal life products and all segregated funds, through our Performance Report By Product section.

Find a Fund

ivari CI Portfolios are available as Guaranteed Investment Portfolios within select ivari segregated funds contract (Investment Products) and as Managed Portfolio Index Interest Options within select ivari Universal Life products (Life Products). To learn more about these portfolios, please visit