Concert Funds

Expertise, oversight, diversification and active management in one simple solution

Increasing market volatility has proven the importance of active diversification and asset allocation. The world is ever-changing and in the face of less-than-ideal investment conditions, managed solutions are a viable solution to help your clients achieve their financial goals.

Concert – A Symphony of Investments Working for You

Primerica Concert™ Allocation Series of Funds (Concert Funds) is an actively managed solution designed to help Canadian families reach their financial goals through all market environments. With Concert Funds, investors have access to some of the most experienced money managers, can achieve greater downside protection and solid risk-adjusted returns through one simplified solution. We do this through:

Governance Icon

Investment Expertise

Underlying AGF funds are actively managed by seasoned investment teams who follow disciplined processes to deliver consistent, repeatable results.

Document Icon

Diligent Oversight

Independent, third-party oversight by Morneau Shepell Asset & Risk Management Ltd. (MS ARM) minimizes portfolio and market risk.

Eye Pie Icon

Multi-layer Diversification

Enhanced level of diversification and exposure to global investments reduces volatility and eliminates home-country bias.

Active Management Icon

Asset Allocation

Neutral and underlying fund allocations are regularly reviewed to capitalize on tactical and strategic opportunities while meeting the Funds’ objectives.

Concert Funds offer you:

  • Can serve as a core portfolio holding or for added global or income exposure
  • Automatic rebalancing takes the guess work out of when, where and to what degree to invest
  • Underlying funds and asset mixes are flexible to change with the environment outlook
  • Reduces suitability issues by matching one portfolio to an investor’s time horizon and risk tolerance
  • Efficient account opening and KYC updates with Canada Securities TurboApps
Our website uses cookies to help you get the best experience. Please Accept or click Edit to control your settings.