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 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.
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.
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