Balanced funds aim to appeal to investors seeking a slightly more conservative portfolio
Comments on the draft are due by Nov. 26
SunWise Elite to close to new investors
Although seg funds with guaranteed income have been the recent story in insurance, the trend is shifting (includes chart)
More robust and risk-sensitive requirements are needed, regulator says
Balanced funds to be managed in-house
Seg fund investment loans offered through advisors and insurance agents
Some segregated fund families that performed well in 2009 tended to buy stocks early in the year
New product offers investors the benefits of segregated funds at mutual fund prices
New seg fund portfolio solution maximizes exposure to equities