Portfolio composition and fund facts
Detailed information about the ETFs and target date funds that make up the portfolios managed by LINK Plan Management Inc., including fund fact sheets, performance summaries, and contribution limit guides.
2026 RRSP and TFSA contribution limits
The Canada Revenue Agency has published updated savings and pension plan limits for 2026. Use the guide below to inform your financial planning and maximize your registered savings.
Investment Management Process Whitepaper
This white paper discusses the tasks and processes employed by LINK's regulated portfolio management subsidiary regarding the research and construction of portfolios for plan members.
LINK Multi-Employer Pension Plan: Plan Summary
The Plan Summary provides important information on the LINK Multi-Employer Pension Plan. Plan members should read this document to understand the details of the Plan and their responsibilities.
Fund investment information: ETF fact sheets
The table below provides links to the fund facts for each ETF in the asset allocation portfolios managed by LINK Plan Management Inc. Fund fact sheets include the investment objective, returns, top holdings, and fees. The ETFs in these portfolios currently have management expense ratios (MERs) from 0.06% to 0.31%.
| Fund Name | Ticker | Asset Class | MER* | Fund Facts |
|---|---|---|---|---|
| BMO Money Market Fund (ETF Series) | ZMMK | Money Market | 0.13% | Fund facts |
| Vanguard Canadian Short-Term Bond Index ETF | VSB | Fixed Income | 0.10% | Fund facts |
| Vanguard Global Aggregate Bond Index ETF (CAD-hedged) | VGAB | Fixed Income | 0.31% | Fund facts |
| iShares Core S&P/TSX Capped Composite Index ETF | XIC | Canadian Equity | 0.06% | Fund facts |
| BMO S&P 500 Index ETF (Unhedged) | ZSP | U.S. Equity | 0.09% | Fund facts |
| BMO MSCI EAFE Index ETF | ZEA | International Equity | 0.22% | Fund facts |
| iShares Core MSCI Emerging Markets IMI ETF | XEC | Emerging Markets | 0.28% | Fund facts |
* MERs as reported by each fund manager in its most recent fund facts or factsheet, as of October 2026. MERs are set by the fund managers and can change. A plan's all-in cost also includes platform fees and, where applicable, advisor compensation.
BlackRock CDN LifePath® Index Funds
The table below shows investment management fees (IMFs) and fund operating expenses (FOEs) for the BlackRock CDN LifePath® Index Funds available through LINK. To learn more about how LifePath funds work, see BlackRock Canada's LifePath overview.
| Fund | IMF (bps) | Total FOE (bps) |
|---|---|---|
| BlackRock CDN LifePath Retirement Index Fund I | 13.0 | 3.36 |
| BlackRock CDN LifePath 2025 Index Fund | 13.0 | 3.48 |
| BlackRock CDN LifePath 2030 Index Fund | 13.0 | 4.04 |
| BlackRock CDN LifePath 2035 Index Fund | 13.0 | 4.65 |
| BlackRock CDN LifePath 2040 Index Fund | 13.0 | 5.14 |
| BlackRock CDN LifePath 2045 Index Fund | 13.0 | 5.44 |
| BlackRock CDN LifePath 2050 Index Fund | 13.0 | 5.57 |
| BlackRock CDN LifePath 2055 Index Fund | 13.0 | 5.57 |
| BlackRock CDN LifePath 2060 Index Fund | 13.0 | 5.63 |
| BlackRock CDN LifePath 2065 Index Fund | 13.0 | 10.29 |
* Fund operating expenses (FOEs) are as of December 31, 2023. IMFs do not include GST/HST. bps = basis points = 0.01%. For specific LifePath fund information, contact investorinformation@link-plans.com
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