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
  • Investment expertise through Canada Life Asset Management and Brewin Dophin
  • All funds are assessed using the Canada Life governance framework
  • Active & Passive funds available
  • Protected fund offering a degree of security from the ups and downs of the stock market
  • Income generating fund options
  • Property funds 

Canada Life Asset Management is our UK-based asset management business. As of 31 December 2020, they’re responsible for managing £40 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).

Risk-targeted portfolios

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.

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Risk-managed funds

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.

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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.

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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

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