The Core Range

The Core Range draws on the investment expertise of Canada Life Asset Management and established asset managers, ranging from specialist boutiques to leading global investment houses 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.

Passive Fund fact sheets:

• Canlife Index Portfolio 3
• Canlife Index Portfolio 4
• Canlife Index Portfolio 5
• Canlife Index Portfolio 6
• Canlife Index Portfolio 7                                                                                            

Active Fund fact sheets:

• Canlife Portfolio 3
• Canlife Portfolio 4
• Canlife Portfolio 5
• Canlife Portfolio 6
• Canlife Portfolio 7

Our Risk-managed funds from Canada Life Asset Management allow you to benefit from our in-house fund management team and active approach to investing. Our risk-managed funds can adjust risk and where money is allocated within set bands, depending on the investment manager's market views. There are six risk-managed funds available in The Retirement Account core range: three active and three passive. 

Passive Fund fact sheets:

• Canlide Diversified Risk Managed Index 3
• Canlife Diversified Risk Managed Index 4
• Canlife Diversified Risk Managed Index 5
• Canlife Diversified Risk Managed Index 6

Active Fund fact sheets:

• Canlife Diversified Risk Managed 3
• Canlife Diversified Risk Managed 4
• Canlife Diversified Risk Managed 5
• Canlife Diversified Risk Managed 6

• Canlife Sterling Liquidity
• Canlife Diversified Monthly Income       

Visit the Fund Centre to view all funds available in the Core Range from Canada Life Asset Management, alongside other fund houses such as Blackrock, Fidelity and Vanguard.

Please contact us if you require further information. Call 0800 032 7690 (8am - 5pm, Monday - Friday) quoting your Retirement Account number. Or, email us at customers.ra@canadalife.co.uk. 

If you are unsure of what to do, you can seek financial advice. Visit www.unbiased.co.uk for a choice of financial advisers. Alternatively, The Money Advice Service also provides an online directory of financial advisers at directory.moneyadviceservice.org.uk/en.

You can speak to Pension Wise about the different ways you can take your pension money - phone them on 0800 138 3944 to book a free appointment or visit their website at www.pensionwise.gov.uk.

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 as well how much your income is worth over the years. We recommend seeking advice from a suitably qualified adviser.