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Governed Fund Range

The information on this page is intended for the use of Professional Financial Advisers only and is not approved for use by private customers*.

*Customers should visit the Fund Research Centre for fund information.

The Governed Range is made up of a broad selection of well-researched single and multi-asset insured funds from established asset managers, ranging from specialist boutiques to leading global investment houses. The funds are selected and governed in conjunction with Square Mile Investment Consulting and Research.

Square Mile logo

  • Square Mile is an independent investment research business that works in partnership with regulated professional financial services firms. They help advisers to develop informed investment recommendations so that, with their support, their clients can make the decisions that are right for them.
  • Their experienced team spend time researching, analysing and assessing funds and their managers to understand exactly what each fund is trying to achieve and they seek to establish how the funds meet their objectives through differing market and economic cycles.

Canada Life worked in collaboration with Square Mile using a specific set of selection criteria to select a range of funds from Square Mile’s Academy of funds which are sourced after extensive investment research. Information about all of the funds available in The Retirement Account (including the Governed Range) can be viewed in our Fund Research Centre.

We have provided links below to Square Mile factsheets for funds that were selected from their Academy. Please note that the information on these factsheets relates to the underlying fund, not the insured version of the fund available through The Retirement Account. Square Mile Investment Consulting and Research Ltd have undertaken the investment research on behalf of Canada Life and continue to own the copyright of the factsheet. Canada Life or Square Mile make no warranties or representations regarding the accuracy or completeness of the information contained herein.

Fund name ISIN OCF
Canlife Allianz Gilt Yield GB00BF77W579 0.32%
Canlife Artemis European Opportunities GB00BF77W686 0.87%
Canlife Artemis Global Income GB00BF77W793 0.80%
Canlife Artemis Strategic Bond Quarterly GB00BF77W801 0.57%
Canlife Artemis US Select GB00BF77W918 0.84%
Canlife Aviva Investors UK Equity Income GB00BF77WB30 0.81%
Canlife AXA Distribution GB00BZ0RQF24 0.86%
Canlife AXA Framlington Managed Balanced  GB00BV9FZ962 0.80%
Canlife AXA Framlington UK Mid Cap GB00BF77WC47 0.84%
Canlife AXA Sterling Credit Short Duration Bond GB00BF77WD53 0.41%
Canlife Baillie Gifford Global Alpha Growth GB00BF77WF77 0.59%
Canlife Baillie Gifford High Yield Bond GB00BF77WG84 0.37%
Canlife Baillie Gifford Japanese GB00BF77WH91 0.63%
Canlife Baillie Gifford Strategic Bond GB00BF77WJ16 0.52%
Canlife Baillie Gifford UK Equity Alpha GB00BF77WK21 0.57%
Canlife BlackRock Gold & General  GB00BF77WL38 1.17%
Canlife BNY Mellon Global Dynamic Bond GB00BF77Y732 0.67%
Canlife BNY Mellon Global Income GB00BF77Y849 0.79%
Canlife BNY Mellon Real Return GB00BF77Y955 0.80%
Canlife Fidelity Asia GB00BF77WX59 0.94%
Canlife Fidelity Emerging Markets GB00BF77WY66 0.96%
Canlife Fidelity Special Situations GB00BF77WZ73 0.92%
Canlife First State Asia Focus GB00BF77X098 1.04%
Canlife First State Global Listed Infrastructure GB00BF77X106 0.80%
Canlife First State Greater China Growth GB00BF77X213 1.08%
Canlife Fundsmith Equity GB00BF77X320 0.95%
Canlife Invesco Asian GB00BF77X437 0.95%
Canlife Invesco Corporate Bond GB00BF77X544 0.66%
Canlife Invesco Distribution GB00BZ0RQL83 0.92%
Canlife Invesco Global Financial Capital GB00BF77X650 0.77%
Canlife Invesco Tactical Bond GB00BF77X874 0.75%
Canlife Investec UK Alpha GB00BF77X981 0.83%
Canlife Janus Henderson Global Equity Income GB00BZ0RQJ61 0.95%
Canlife Janus Henderson Strategic Bond GB00BF77XB05 0.69%
Canlife Janus Henderson UK Property PAIF GB00BF77XC12 0.84%
Canlife JPM Emerging Markets Income GB00BF77XD29 0.90%
Canlife JPM Unconstrained Bond C GB00BF77XF43 0.59%
Canlife JPM US Equity Income GB00BF77XG59 0.79%
Canlife Jupiter Absolute Return GB00BF77XH66 0.84%
Canlife Jupiter Asian Income GB00BF77XJ80 0.98%
Canlife Jupiter Merlin Balanced Portfolio GB00BZ0RQN08 1.72%
Canlife Jupiter Merlin Growth Portfolio GB00BZ0RQP22 1.84%
Canlife Jupiter UK Special Situations GB00BF77XL03 0.76%
Canlife Lazard Emerging Markets GB00BF77XQ57 1.08%
Canlife Legg Mason Brandywine Global Fixed Income GB00BF77XR64 0.84%
Canlife Liontrust European Growth GB00BF77XW18 0.93%
Canlife Liontrust Special Situations GB00BF77XX25 0.87%
Canlife Liontrust UK Smaller Companies GB00BF77XY32 1.40%
Canlife M&G Emerging Markets Bond GB00BF77XZ49 0.78%
Canlife M&G Episode Income GB00BF77Y062 0.80%
Canlife Man GLG Japan Core Alpha GB00BF77Y286 0.90%
Canlife Merian North American Equity GB00BF77Y401 0.95%
Canlife Merian UK Mid Cap GB00BF77Y518 0.85%
Canlife Merian UK Smaller Companies GB00BF77Y625 1.03%
Canlife Premier Multi-Asset Growth & Income GB00BF77YB79 1.56%
Canlife Schroder European Alpha Income GB00BF77YC86 0.92%
Canlife Schroder Income Maximiser GBOOBF77YD93 0.91%
Canlife Schroder Strategic Credit GB00BF77YF18 0.76%
Canlife SLI Global Smaller Companies GB00BF77YH32 1.05%
Canlife SLI MyFolio Managed I GB00BF77YM84 0.74%
Canlife SLI MyFolio Managed II GB00BF77YJ55 0.79%
Canlife SLI MyFolio Managed III GB00BF77YK60 0.83%
Canlife SLI MyFolio Managed IV GB00BF77YL77 0.87%
Canlife SLI MyFolio Managed V GB00BF77YN91 0.87%
Canlife Stewart Investors Indian Subcontinent Sustainability GB00BF77YW82 1.16%
Canlife Stewart Investors Worldwide Sustainability GB00BF77YX99 0.99%
Canlife Threadneedle Dynamic Real Return GB00BF2F2G78 1.04%
Canlife Threadneedle High Yield Bond GB00BF77YY07 0.73%
Canlife Threadneedle Managed Equity GB00BZ0RQR46 1.15%
Canlife Threadneedle UK GB00BF77Z036 0.83%
Canlife Threadneedle UK Equity Income GB00BF77YZ14 0.83%
Canlife Unicorn UK Income GB00BF77Z366 0.80%
Fund range and investment proposition 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 Core Range

The Retirement Account Extended Fund Range

The Retirement Account Daily Unit Prices

Related Documents

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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.