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Core Fund Range

Our Core range draws on the expertise of Canada Life Investments to offer a simple, low-cost, set of insured multi-asset funds utilising both passive and active management styles that can align to a variety of risk profiles.

Why use the core range?

  • A low-cost, time-efficient solution
  • Simple options to suit nearly all clients with straightforward needs
  • Clear, logical structure so it’s easy to make the right choice 

Core fund range 

Fund Research Centre 

All Retirement Account fund information is now available on the fund centre (built in conjunction with Morningstar). You can:

  • Access fund factsheets and daily unit prices
  • Search and segment using a range of factors such as fund sector, asset class and cost
  • Evaluate past performance
  • Compare up to five investments using a variety of user-defined factors
  • Use the Morningstar X-ray tool to provide information on a multi-investment portfolio and assess how asset allocation is diversified by region, sector and style.
Fund range and investment proposition Retirement Account At a glance Retirement Account technical summary

Retirement Account - Investment options

Retirement Account - At a glance

Retirement Account - Technical summary

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The value of investments may go down as well as up. Taking income or withdrawals in excess of fund growth may result in the fund running out quicker than expected. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Inflation will reduce how much the Fund is worth in real terms and inflation will reduce how much your income is worth over the years. It is essential to seek advice from a suitably qualified adviser. In respect of the Guaranteed Income, inflation may reduce how much your income is worth over the years.


Useful links 

The Retirement Account

The Retirement Account Funds

The Retirement Account Governed Range

The Retirement Account Extended Fund Range

The Retirement Account Daily Unit Prices

Related Documents

Contact our Sales Team

 

 

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 by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.