Risk target managed

Canlife Portfolio Funds


Whether there is a desire for income, growth or a combination of the two, Canada Life Portfolio Funds can offer an easy and cost-effective way of meeting your clients’ long-term investment needs. Economic uncertainty and the threat of increased market volatility make it more difficult not only to invest in the current climate, but to ensure that a portfolio is aligned with a client’s objectives and provides ongoing suitability.

Our Portfolio Funds are a straightforward solution to the complicated business of choosing a mix of investments, offering a diversified blend of global asset classes that aim to match each client’s attitude to risk – all at a competitive price.


Portfolio Funds - Active and Passive

As at 1st November 2018

Dynamic Planner produce an overview for each of the Portfolio funds which can be found in the document library.

Key points:

  • Globally diversified funds aligned to Dynamic Planner’s risk profiles 3 to 7.
  • We have over a decade of proven capability in risk-targeted fund management.
  • Available as both active and passive investment options.
  • Active funds benefit from the investment expertise of our in-house fund range.
  • Passive funds managed in partnership with BlackRock, one of the world’s largest asset managers.
  • Ready-made, cost-effective investment solutions.
  • Peace of mind that by sticking rigidly to Dynamic Planner’s asset allocations, our Portfolio Funds should never stray from their risk targets, which means that they will always align with your client’s appetite for risk.

Active and Passive Solutions

There has always been lots of debate about active and passive investing and both can be successful. With active and passive solutions available for the Canlife Portfolio funds we have briefly summarised the advantages and disadvantages below.

Passives and Actives

We want your clients to have access to both active and passive solutions to meet their objectives in the most cost efficient fashion through products that best meet their investment needs.

More information about our active and passive Portfolio funds can be found in the risk-targeted solutions guide.

To find out more about how you can access this proven fund range, speak to your Account Manager or call 0345 606 0708.

Past performance is not a guide for the future. The value of units can fall as well as rise and currency fluctuations may also affect performance.

This website is for UK professional advisers only and is not approved for use by private customers.

Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.

Stonehaven UK Limited and MGM Advantage Life Limited, trading as Canada Life, are subsidiaries of The Canada Life Group (U.K.) Limited. Stonehaven UK Ltd is authorised and regulated by the Financial Conduct Authority. MGM Advantage Life Limited is authorised and regulated by the Financial Conduct Authority.