Canada Life Asset Management

You can access 10 different risk-targeted portfolio funds from Canada Life Asset Management that invest in a wide range of asset types, countries and sectors to create a diversified investment solution. The portfolios will stay within the risk levels you are comfortable with, which means your investments will remain aligned to your risk level - both now and in the future. The active risk-targeted portfolios are 100% invested in the WS Canlife Portfolio funds, while the index funds gain exposure to the underlying asset classes via passive funds.

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Our risk-managed funds from Canada Life Asset Management allow you to benefit from their in-house fund management team and active approach to investing, while the index funds are passive trackers. This gives the fund managers flexibility to seek out growth opportunities while considering the investment options at that time. The active risk-managed funds are 100% invested in the WS Canlife Diversified Risk-Managed funds, while the index funds gain exposure to the underlying asset classes via passive funds.

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The Canlife Diversified Monthly Income Fund is a low-cost, insured fund which has exposure to a diversified portfolio of income generating assets, including global company shares, international government and corporate bonds, as well as property. The Canlife fund is 100% invested in the WS Canlife Diversified Monthly Income Fund.

Targeting steady income with monthly dividends

• Fund aims to deliver a yield of  4% or more
• Aims for a relatively steady monthly dividend payment
• Prospect for capital growth

The fund managers select investments that they consider will provide growth in both income and capital.

The Canlife Sterling Liquidity Fund is designed to provide investors with a high degree of capital security with daily liquidity. The fund is a vehicle for investors’ cash deposits, and the main objective is to generate a return on short-term deposits and manage cash flow efficiently. The Canlife fund is 100% invested in the WS Canlife Sterling Liquidity Fund.

CLAM’s investment philosophy is to take a long-term approach and rise above short-term news and swings in sentiment. Simple, transparent, and competitively priced, they believe multi-asset funds should be easy to explain, have transparency around how clients’ funds are invested, and the outcomes they can expect to achieve. Their risk management and governance process includes the monitoring and assessment of fund performance, regularly challenging their investment approach and ensuring they act to deliver good customer outcomes – at all times.