The Core Range

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 help you to stay within the risk levels you are comfortable with, which means your investments should remain aligned to your risk level - both now and in the future.

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:

• Canlife Index Managed (0%-35% Shares)
• Canlife Index Managed (20%-60% Shares)
• Canlife Index Managed (40-85% Shares)

Active Fund fact sheets:

• Canlife Managed (0%-35% Shares)
• Canlife Managed (20%-60% Shares)
• Canlife Managed (40-85% Shares)

Within our Core Range we have 14 exclusive multi asset insured funds that have been developed in partnership with Brewin Dolphin. The benefit of using these funds is that they will be closely aligned to the investment strategies used by Brewin Dolphin within their Managed Portfolio Service as well as Canada Life’s financial strength and governance oversight, all within the flexible structure of The Retirement Account. There are active and passive options, offering the breadth to provide an investment solution that should closely match your investment goals, ambitions and cost preferences.

Canlife Brewin Dolphin customer guide

Passive Fund fact sheets:

• Canlife Brewin Dolphin Passive Plus Cautious Portfolio
• Canlife Brewin Dolphin Passive Plus Cautious Higher Equity Portfolio
• Canlife Brewin Dolphin Passive Plus Income Portfolio
• Canlife Brewin Dolphin Passive Plus Income Higher Equity Portfolio
• Canlife Brewin Dolphin Passive Plus Balanced Portfolio
• Canlife Brewin Dolphin Passive Plus Growth Portfolio
• Canlife Brewin Dolphin Passive Plus Global Equity Portfolio

Active Fund fact sheets:

• Canlife Brewin Dolphin Cautious Portfolio
• Canlife Brewin Dolphin Cautious Higher Equity Portfolio
• Canlife Brewin Dolphin Income Portfolio
• Canlife Brewin Dolphin Income Higher Equity Portfolio
• Canlife Brewin Dolphin Balanced Portfolio
• Canlife Brewin Dolphin Growth Portfolio
• Canlife Brewin Dolphin Global Equity Portfolio

• Canlife Sterling Liquidity
• Canlife Property
• Canlife Property Income
• Canlife Diversified Monthly Income       
• Canlife Index Managed (80% Protected)             

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.