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The Great-West Life Assurance Company, London Life Insurance Company and The Canada Life Assurance Company have become one company – The Canada Life Assurance Company. Discover the new Canada Life

The Great-West Life Assurance Company, London Life Insurance Company and The Canada Life Assurance Company have become one company – The Canada Life Assurance Company. Discover the new Canada Life

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Freedom 55 Financial is a division of The Canada Life Assurance Company and the information you requested can be found here.

With a tendency to have more risk than balanced funds, U.S. equity funds invest primarily in U.S. stocks.
U.S. equity funds you can choose from
Fund name
What it invests in
Fund objectives
Ideal investor
Canada Life U.S. Value Fund
Primarily equities U.S. corporations
Above-average total return
Medium to long-term investors who can handle stock market volatility and have a medium risk tolerance
Canada Life U.S. Dividend Fund
Primarily in dividend income-producing U.S. equities that offer above average yields, and/or potential for growing their yields
Long-term capital growth and dividend income 
Medium to long-term investors who can handle stock market volatility and have a medium risk tolerance
Mackenzie U.S. Small-Mid Cap Growth Class
Primarily equities of small to mid-capitalization U.S. companies
Long-term capital growth and a reasonable rate of return
Medium to long-term investors who can handle the volatility of stock markets and have a medium risk tolerance
Canada Life U.S. All Cap Growth Fund
Primarily equities of U.S. companies of any size
Long-term capital growth
Medium to long-term investors who can handle the volatility of stock markets and have a medium risk tolerance
Canada Life American Equity Fund
Primarily in common stocks and other equity securities of U.S. issuers
Long-term capital enhancement
Long-term investors who can handle stock market volatility and have a medium risk tolerance
Canada Life U.S. Equity Fund
Primarily in large-cap U.S. stocks with above-average growth potential
Long-term capital appreciation
Long-term investors who can handle stock market volatility and have a medium risk tolerance
Canada Life U.S. Mid Cap Opportunities Fund
Primarily in equities of mid-capitalization companies in the U. S.
Long-term capital growth and a reasonable rate of return
Medium to long-term investors who can handle the volatility of stock markets and have a medium risk tolerance
Canada Life U.S. Concentrated Equity Fund
Primarily in equities of U.S. corporations
Maximize long-term capital appreciation
Medium to long-term investors who can handle the volatility of stock markets and have a 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.

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.