Whether you want to minimize the impact of taxes, draw an income or something else, you have options with our mutual funds.
Balanced funds mix equities and fixed income securities to balance the aim of achieving higher returns against the risk of losing money. They tend to have more risk than fixed income funds, but less risk than pure equity funds.
Balanced funds you can choose from
Balanced funds you can choose from
Fund name
|
What it invests in
|
Fund objectives
|
Ideal investor
|
Canada Life Global Strategic Income Fund
|
Primarily in fixed income and/or income-oriented equities of issuers anywhere in the world
|
Current income with the potential for long-term capital growth
|
Medium-term investors who can handle stock and bond market volatility and have low to medium risk tolerance
|
Canada Life Global Balanced Fund
|
Primarily a combination of equities and fixed income securities of issuers anywhere in the world
|
Capital growth and current income
|
Medium-term investors who can handle stock and bond market volatility and have low to medium risk tolerance
|
Canada Life Strategic Income Fund
|
Primarily in fixed income and/or income-oriented equities issued anywhere in the world, although it currently invests primarily in North America.
|
Income and long-term capital growth
|
Medium-term investors who can handle the volatility of stock and bond markets and have a low to medium risk tolerance
|
Canada Life Canadian Growth Balanced Fund
|
Primarily in a combination of fixed income and Canadian equities
|
Capital growth and income
|
Medium to long-term investors who can handle the volatility of stock and bond markets and have a low to medium risk tolerance
|
Canada Life Canadian Balanced Fund
|
Primarily a combination of Canadian equity and fixed-income securities
|
Capital growth and current income
|
Medium to long-term investors who can handle stock market volatility and have low to medium risk tolerance
|
Canada Life Equity Bond Fund
|
Primarily equity and fixed income securities anywhere in the world
|
Generate capital appreciation and income
|
Medium to long-term investors who can handle stock and bond market volatility and have low to medium risk tolerance
|
Canada Life Balanced Fund
|
Primarily a combination of Canadian, U.S. and international equity and fixed-income securities
|
Long-term growth
|
Medium-term investors who can handle stock and bond market volatility and have low to medium risk tolerance
|
Canada Life Global Fixed Income Balanced Fund
|
Primarily in equity and fixed income securities located anywhere in the world
|
Income, preservation of capital and capital growth
|
Medium to long-term investors who can handle stock and bond market volatility and have low to medium risk tolerance
|
Canada Life Global Focused Growth Balanced Fund
|
Primarily equity and/or fixed income securities anywhere around the world
|
Capital growth and current income
|
Medium to long-term investors who can handle stock and bond market volatility and have low to medium risk tolerance
|
It’s important to make informed financial decisions with the help of your advisor. Through Fundata, you can learn more about our funds with these reports:
- Check the historical performance of your specific fund, under Resources, select the first icon
- Explore the top holdings of a specific fund, plus it’s risk rating, and asset, geographic and sector allocations, under Resources select the second icon
- Access the fund facts for your specific mutual fund with performance history, holdings, risks and costs, under Resources select the third icon
Access fund facts and information
View the legal and regulatory disclosure documents for Canada Life Mutual Funds.
It’s important to know who is managing your money. Our mutual fund managers are regularly reviewed and monitored for corporate structure, compliance processes, investment style and risk and investment performance.
Canada Life Mutual Funds are available through a mutual fund managed by Canada Life Investment Management Ltd. offered exclusively through Quadrus Investment Services Ltd. Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.