Your Investment Choices - Core Fund Range 680X392

The Core Range

Our simple, low-cost, multi-asset funds

What is it?

The Core Range draws on the investment expertise of Canada Life Asset Management and Brewin Dolphin 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.

Why use the Core Range?

  • A low-cost, time-efficient solution

  • Simple options to suit nearly all clients with straightforward needs

  • Clear, logical structure so it's easy to make the right choice

Highlights of the Core Range

  • A range of low-cost, insured, ready-made, diversified funds
  • Risk-Targeted and Risk-Managed multi-asset options
  • Active & Passive funds 
  • Protected fund offering a degree of security from the ups and downs of the stock market
  • Income generating fund options
  • Property funds 
  • Investment expertise through Canada Life Asset Management and Brewin Dolphin
  • All funds are assessed using the Canada Life governance framework

Canada Life Asset Management

Canada Life Asset Management supports the investment objectives of clients looking for stability and long-term growth. They manage  £39.4bn (31 March 2021)  in fixed income, equities, UK property and multi-asset solutions. Their diversified choice of investment solutions is designed to offer a flexible multi-asset approach, allowing financial advisers to meet their clients’ evolving needs.

The Core Range draws on the expertise of Canada Life Asset Management to offer a set of  active and passive funds that are suitable across the accumulation and decumulation phases with carefully selected options to help meet your clients’ ambitions for income, growth or a combination of the two.

To read more about the Core Range funds managed by Canada Life Asset Management please visit our dedicated page.

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Brewin Dolphin

Brewin Dolphin was established in 1762, and is one of the country’s leading providers of wealth management services with 30 offices across the UK, Channel Islands and the Republic of Ireland. They manage over £51.4bn of client monies (31 Dec 2020). They have supported UK advisers for many years providing considerable resource and expertise via their in-house research team alongside access to a service proven over a ten-year period. This knowledge of the advisory market is inherent in the way they manage their portfolios.

Within our Core Range we have 14 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.

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Choosing the right funds is an important process that should take into account your current situation, your goals and how you feel about risk. That’s why we insist you speak to a financial adviser before making a decision.

You can find detailed information for all of our funds in our Fund Research Centre.

What are the risks?

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. 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.

Key Documents Highlight 704W X 554H

Fund centre

Visit the fund centre for latest price information and supporting documents.

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You may also be interested in

Fund Research Centre

Performance information, unit prices, fact sheets and more

Fund Research Centre

The Governed Range

Wider range of ‘best in class’ funds from established investment firms

Learn more

The Extended Range

Ultimate investment flexibility and choice

Learn more

Next steps 

 

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