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  5. IFC: Hello, Is there a material total returns benefit over one year of switching from Sunlife to Intact Financial, if there are no tax considerations? [Intact Financial Corporation]
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Q: Hello,

Is there a material total returns benefit over one year of switching from Sunlife to Intact Financial, if there are no tax considerations?
Regards
Rajiv
Asked by Rajiv on February 14, 2025
5i Research Answer:

Over the last 20 years, IFC has a total annualized return of 14.3%, whereas SLF has a total CAGR of 7.5%. For a more income-focused name, we like SLF, however, for a bit of yield plus growth, we prefer IFC. If an investor is seeking long-term growth appreciation, we would give IFC the edge today.

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