Fund Research Centre
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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.
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
As of 31 March 2020, they’re responsible for managing £38 billion of equities, fixed income and property investments, including a comprehensive multi-asset range.
Brewin Dolphin was established in 1762, and is one of the country’s leading providers of wealth management services with 31 offices across the UK, Channel Islands and the Republic of Ireland. They manage over £44bn of client monies (June 2019).
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.
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. This gives fund manager the flexibility to protect your money and/or seek out growth opportunities while taking into account the investment opportunities at that time.
Brewin Dolphin Portfolios
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 breath to provide an investment solution that closely matches your investment goals, ambitions and cost preferences.
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.
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.
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