iA Clarington Investments launches new purchase options for Agile suite of funds
MWN-AI** Summary
iA Clarington Investments Inc. has unveiled new purchase options for its Agile suite of funds, enhancing accessibility for investors. Launching on July 21, 2025, the firm introduced an Active ETF Series for the IA Clarington Agile Global Total Return Income Fund, which features the same investment strategies and portfolio management as its mutual fund counterparts while trading on the Toronto Stock Exchange under the ticker “GTRI.” The Active ETF Series is designed for investors looking to transact on an exchange while benefiting from professional management, aiming to deliver income and potential long-term capital appreciation through global fixed-income securities.
Additionally, iA Clarington has rolled out a U.S. dollar purchase option for Series F of the Agile Global Total Return Income Fund and the Agile Core Plus Bond Fund. This option is tailored for fee-based advisors catering to investors who require U.S. dollar exposure or income. Both funds will target regular monthly income in U.S. dollars, with an active management approach that allows for tactical adjustments based on market opportunities.
The Agile suite of funds has established a strong reputation under the guidance of Dan Janis and his team, which is reflected in the positive reception of these new offerings. iA Clarington’s President and CEO, Catherine Milum, emphasized the firm’s commitment to providing diverse investment strategies that meet the evolving needs of investors.
With over $23 billion in assets under management as of June 30, 2025, iA Clarington continues to expand its range of investment products, which includes actively managed mutual funds, managed portfolio solutions, Active ETF Series, and socially responsible investments. For more information about the Agile suite of funds, visit iaclarington.com/Agile.
MWN-AI** Analysis
The recent launch of iA Clarington Investments' Active ETF Series and U.S. dollar purchase options for its Agile suite of funds marks a strategic evolution that investors should carefully consider. These offerings provide novel investment vehicles aimed at enhancing accessibility and flexibility for investors who prefer trading on exchanges while seeking diversified income opportunities.
The Active ETF Series, particularly for the IA Clarington Agile Global Total Return Income Fund (trading under ticker "GTRI"), offers an attractive management fee of 0.65%. This presents a cost-effective option for investors, as it leverages the same robust strategies and portfolio management as traditional mutual funds. The fund's focus on generating both income and potential long-term capital appreciation through fixed-income securities across global markets could appeal to conservative investors in an uncertain economic climate.
Retail advisors working with fee-based clientele can now access a Series F U.S. dollar option, which is especially beneficial for those focused on U.S. dollar exposure. Given the fund's target of regular monthly income, this could prove highly appealing in times of economic volatility or fluctuating currency conditions.
Moreover, the Agile suite emphasizes active management and tactical flexibility, which can be instrumental in navigating market fluctuations. This approach allows portfolio managers to optimize performance through nuanced selections in credit quality and geographic diversification, thus enhancing potential yield.
In summary, investors and financial advisors should consider integrating iA Clarington's Agile suite into their portfolios, particularly in light of its strategic advantages in income generation and diversification. However, it remains critical to scrutinize each fund's performance history and market conditions before proceeding. As with any investment, understanding one's risk tolerance and objectives will be paramount to capitalizing on these new offerings.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
Canada NewsWire
TORONTO , July 21, 2025 /CNW/ - IA Clarington Investments Inc. ("iA Clarington " or "the Firm") today announced the launch of an Active ETF Series option for the IA Clarington Agile Global Total Return Income Fund and a U.S. dollar purchase option for Series F of the IA Clarington Agile Global Total Return Income Fund and IA Clarington Agile Core Plus Bond Fund ("Agile suite of funds").
Active ETF Series
Created for investors and advisors who prefer to transact on an exchange, iA Clarington's Active ETF Series ("Series ETF") provide access to the same strategies and portfolio managers as the Firm's mutual fund series, but in an investment that trades like a stock.
Sub-advised by Agile Investment Management LLC ("Agile"), the IA Clarington Agile Global Total Return Income Fund (the "Fund") is now available in Series ETF and will trade on the Toronto Stock Exchange beginning today under the ticker symbol "GTRI".
The Fund seeks to provide income and the potential for long-term capital appreciation by investing primarily, either directly or indirectly, in fixed-income securities of governments, government-related issuers, corporations, and other issuers located anywhere in the world. The management fee for Series ETF is 0.65%. *
Series ETF is also available for the following iA Clarington funds:
- IA Clarington Agile Core Plus Bond Fund (TSX: ICPB)
- IA Clarington Loomis Global Equity Opportunities Fund (TSX: IGEO)
- IA Clarington Loomis Global Allocation Fund (TSX: IGAF)
- IA Clarington Loomis Global Multisector Bond Fund (TSX: ILGB)
- IA Clarington Loomis Floating Rate Income Fund (TSX: IFRF)
- IA Clarington Strategic Corporate Bond Fund (TSX: ISCB)
- IA Clarington Strategic Income Fund (TSX: ISIF)
- IA Wealth Enhanced Bond Pool (TSX: IWEB)
Click here to learn more about iA Clarington's Active ETF Series.
U.S. Dollar Purchase Option
The Agile suite of funds is now available in a Series F U.S. dollar purchase option for investors who work with fee-based advisors and require U.S. dollar exposure or income. All portfolio holdings of both funds in the suite are denominated in U.S. dollars and the funds will target regular, monthly U.S. dollar income.
IA Clarington Agile Global Total Return Income Fund
Series F (USD): CCM 5612
- Enhanced diversification from a broad opportunity set.
- Active approach with tactical flexibility to take advantage of opportunities.
- Currency and duration management to help manage risk and add alpha potential.
IA Clarington Agile Core Plus Bond Fund
Series F (USD): CCM 5619
- Focused on long-term capital growth and downside protection through a global, short-duration investment grade portfolio.
- Diversification beyond traditional fixed-income strategies.
- Enhanced yield potential from non-investment grade exposure (max. 25%) and wide latitude in higher-yielding credit selection.
" Dan Janis and the Agile team have built a reputation for excellence and we are thrilled to offer investors and advisors more options for accessing their compelling strategies," said Catherine Milum , President & Chief Executive Officer, iA Clarington .
Visit iaclarington.com/Agile to learn more about the Agile suite of funds.
___________________________________
* Management fee does not include administration fees and applicable taxes.
Agile Investment Management, LLC was appointed sub-advisor to the IA Clarington Agile Core Plus Bond Fund effective September 4, 2024 . The fund was formerly the IA Clarington Core Plus Bond Fund. The name change was effective June 16 , 2025.
About IA Clarington Investments Inc.
A subsidiary of Industrial Alliance Insurance and Financial Services Inc. – Canada's fourth-largest life and health insurance company – iA Clarington offers a wide range of investment products, including actively managed mutual funds, managed portfolio solutions, Active ETF Series and socially responsible investments. As of June 30, 2025 , iA Clarington has over $23 billion in assets under management. For more information, please visit iaclarington.com
About Agile Investment Management, LLC
Agile Investment Management, LLC is a U.S.-based, SEC-registered boutique asset manager. Founded by Dan Janis and Kai Sotorp, Agile operates as an operator-owned partnership, specializing in global fixed-income investment management for institutional and retail clients.
Commissions, trailing commissions, management fees, brokerage fees and expenses all may be associated with mutual fund investments, including investments in exchange-traded series of mutual funds. The information presented herein may not encompass all risks associated with mutual funds. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The iA Clarington Funds are managed by IA Clarington Investments Inc. iA Clarington and the iA Clarington logo, iA Wealth and the iA Wealth logo, and iA Global Asset Management and the iA Global Asset Management logo are trademarks of Industrial Alliance Insurance and Financial Services Inc. and are used under license. iA Global Asset Management Inc. (iAGAM) is a subsidiary of Industrial Alliance Investment Management Inc. (iAIM).
SOURCE IA Clarington Investments Inc.
View original content: http://www.newswire.ca/en/releases/archive/July2025/21/c1256.html
FAQ**
How does the new Active ETF Series for the iA Clarington Loomis Global Multisector Bond Fund ILGB:CC compare to traditional mutual fund options in terms of trading flexibility and management fees?
What specific benefits can investors expect from the U.S. dollar purchase option of the iA Clarington Loomis Global Multisector Bond Fund ILGB:CC, particularly for those requiring U.S. dollar exposure?
Can you explain the investment strategies being employed in the iA Clarington Loomis Global Multisector Bond Fund ILGB:CC and how they aim to manage risk and enhance yield potential?
What prompted iA Clarington to expand its Agile suite of funds to include options like the iA Clarington Loomis Global Multisector Bond Fund ILGB:CC, and how has investor interest influenced this decision?
**MWN-AI FAQ is based on asking OpenAI questions about Ia Clarington Core Plus Bond Fund (TSXC: ICPB:CC).
NASDAQ: ICPB:CC
ICPB:CC Trading
0.0% G/L:
$9.47 Last:
185 Volume:
$9.47 Open:
