Canada Life Index ETF Portfolios aim to deliver performance similar to a market index with the protection benefits of segregated fund policies.
Canada Life Index ETF Portfolios are 3 portfolios of passively-managed segregated fund portfolios that provide:
- A simple, lower-cost, all-in-one investing solution
- Diversification across asset classes and global regions
- The protection benefits offered by segregated fund policies
An exhange traded fund (ETF) is a type of investment that typically tracks a particular index, sector, commodity, or other asset. ETFs can be purchased or sold on a stock exchange like regular stocks. An ETF can be structured to track anything from the price of an individual commodity to a large and diverse collection of securities.
If you answer yes to any of these questions, Canada Life Index ETF Portfolios may be for you! Are you:
There are 3 Canada Life Index ETF Portfolios that may align with your financial needs, goals and attitude toward risk.
Canada Life Index ETF Conservative Portfolio
The fund is for someone who is:
- Investing for the medium to longer term
- Wants exposure to a globally diversified investment portfolio in 1 fund with a target of no more than 30% invested in equities
- Comfortable with low risk
| Asset type | Target asset mix |
|---|---|
|
Fixed income |
70% |
| Equity | 30% |
Canada Life Index ETF Balanced Portfolio
The fund is for someone who is:
- Investing for the medium to longer term
- Wants exposure to a globally diversified investment portfolio in 1 fund with a target of no more than 40% invested in fixed income
- Comfortable with low to moderate risk
| Asset type | Target asset mix |
|---|---|
|
Fixed income |
40% |
| Equity | 60% |
Canada Life Index ETF Growth Portfolio
The fund is for someone who is:
- Investing for the medium to longer term
- Wants exposure to a globally diversified investment portfolio in 1 fund with a target of no more than 20% invested in fixed income
- Comfortable with low to moderate risk
| Asset type | Target asset mix |
|---|---|
|
Fixed income |
20% |
| Equity | 80% |
Make your investment decisions wisely. A description of the key features of the segregated fund policy is contained in the information folder. Any amount allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value.