IA Clarington Strategic Income FundIA Clarington Strategic Income FundIA Clarington Strategic Income Fund

IA Clarington Strategic Income Fund

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Key stats


Assets under management (AUM)
‪2.26 M‬CAD
Fund flows (1Y)
‪−642.00 K‬CAD
Dividend yield (indicated)
2.77%
Discount/Premium to NAV
0.08%
Shares outstanding
‪175.00 K‬
Expense ratio
0.96%

About IA Clarington Strategic Income Fund


Brand
iA Clarington
Inception date
Nov 4, 2019
Structure
Canadian Mutual Fund Trust (ON)
Index tracked
No Underlying Index
Management style
Active
Dividend treatment
Distributes
Primary advisor
IA Clarington Investments, Inc.
ISIN
CA44933N1096
The fund takes a fundamentally driven approach to asset allocation that aims for consistent income and capital appreciation. The fund invests primarily in Canadian equity and fixed income securities but allocates up to 49% in foreign securities. Securities are selected based on general market or economic conditions. ISIF invests in the following but not limited to: common shares, preferred shares, convertible preferred shares, income trust units, REITS, other ETFs and investment funds managed by IA Clarington or an affiliate. The portfolio will also include debentures, notes and other obligations, whether secured or unsecured, convertible or not, issued or guaranteed by Canadian or foreign governments, agencies or corporation, senior loans, floating rate debts, asset-backed securities and mortgage-backed securities. The corporate bonds are expected to have a weighted average credit rating in a range of B- to BBB+.

Classification


Asset Class
Asset allocation
Category
Asset allocation
Focus
Target outcome
Niche
Income
Strategy
Active
Geography
Global
Weighting scheme
Proprietary
Selection criteria
Proprietary

Returns


1 month3 monthsYear to date1 year3 years5 years
Price performance
NAV total return

What's in the fund


As of September 30, 2025
Exposure type
StocksBonds, Cash & Other
Finance
Corporate
Stocks55.63%
Finance19.69%
Industrial Services9.14%
Utilities6.17%
Retail Trade4.96%
Transportation4.11%
Health Technology2.76%
Technology Services2.27%
Communications1.92%
Producer Manufacturing1.56%
Energy Minerals1.48%
Process Industries1.13%
Non-Energy Minerals0.24%
Electronic Technology0.19%
Bonds, Cash & Other44.37%
Corporate33.36%
Government6.35%
Cash2.01%
ETF1.94%
Mutual fund0.65%
Miscellaneous0.06%
Futures0.00%
Top 10 holdings

Dividends


Dividend payout history

Assets under management (AUM)



Fund Flows



Frequently Asked Questions


ISIF last dividends amounted to 0.03 CAD. The month before, the issuer paid 0.03 CAD in dividends, which shows a 7.42% increase.
ISIF assets under management is ‪2.26 M‬ CAD. It's risen 0.96% over the last month.
ISIF fund flows account for ‪−642.00 K‬ CAD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Yes, ISIF pays dividends to its holders with the dividend yield of 2.77%. The last dividend (Dec 9, 2025) amounted to 0.03 CAD. The dividends are paid monthly.
ISIF shares are issued by iA Financial Corp., Inc. under the brand iA Clarington. The ETF was launched on Nov 4, 2019, and its management style is Active.
ISIF expense ratio is 0.96% meaning you'd have to pay 0.96% of your investment to help manage the fund.
ISIF follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
ISIF invests in stocks.
ISIF price has fallen by −0.31% over the last month, and its yearly performance shows a 6.84% increase. See more dynamics on ISIF price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 1.46% over the last month, showed a 2.69% increase in three-month performance and has increased by 9.42% in a year.
ISIF trades at a premium (0.08%) meaning the ETF is trading at a higher price than the calculated NAV.