The Retirement Account funds

Browse all the key documents for investing in The Retirement Account.

The Retirement Account - Investment Overview

Investment Fund Summary (for Customers) – Understand where and how your money is invested.

Fund Range and investment proposition (Adviser use only) – A summary of how The Retirement Account can provide choice, flexibility and a structure that is fluid enough to deal with the changing financial objectives of clients.

Over 2,000 funds, one integrated investment proposition (Adviser use only) – This infographic summarises our investment proposition of over 2,200 market leading funds and 60+ investment fund houses.

Canada Life Asset Management Funds – The Core Range

Our investment approach and fund governance (Adviser use only) – An overview of our approach to multi-asset investing, our investment beliefs, who these funds might be suitable for, and the governance process that presides over the fund range.

Canlife Risk-Targeted portfolios (Adviser use only) – A summary of how our risk-targeted portfolios work, and how they deliver ongoing suitability for clients’.

Canlife Diversified Monthly Income Fund (Adviser use only) – How the Canlife Diversified Monthly Income Fund can help create stable and steady income for investors.

Canlife Managed (0%-35% Shares) (Adviser use only) – An overview of our low volatility, diversified fund that aims for steady growth and income.

Multi-asset fund bucketing (Adviser use only) – A summary of multi-asset fund bucketing and how it can help with income drawdown strategy, which could protect your clients from sequencing risk.

Canlife Index Managed (80% Protected) (Adviser use only) – A summary of The Canlife Index Managed (80% Protected) fund and how it can protect against the ups and downs of the investment markets.

Canlife Brewin Dolphin Portfolios – The Core Range

Client Guide – A guide to how Brewin Dolphin’s award-winning Managed Portfolio Service can give you a flexible and dependable way to fund your retirement.

Adviser Guide – A guide to how Brewin Dolphin’s award-winning Managed Portfolio Service can give you a cost effective best-in-class retirement income solution for all types of client.

About investing

Centralised Retirement Proposition (Adviser use only) – The why, the what and the how of a Centralised Retirement Proposition (CRP).

The benefits of diversification (Adviser use only)– An overview of our asset classes and the benefits of diversification.

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