More than 90 4 & 5 star segregated and mutual funds
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Changing market environments require diverse products. We’ve got them. With Canada Life, you have access to four and five star rated
With more than 175 years in the business, Canada Life has learned a thing or two. You can count on our multi-manager approach that draws on several management styles, investment philosophies and risk management strategies. We’re positioned to win, so you and your clients can too!
We’ve taken steps to evolve our wealth business and now you can see the results. We’re proud to bring you sophisticated four and five star rated
Contact your Canada Life wealth wholesaling team today to talk about our top performing investment solutions and how they can help you meet your financial goals
Segregated fund overview and performance provided by Fundata
Disclaimers:
The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution, or optional charges or income taxes payable by any securityholder that would have reduced returns.
This fund is available through a segregated funds policy issued by The Canada Life Assurance Company. Make your investment decisions wisely. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. 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.
Canada Life and design, and other marks followed by the TM symbol at first time of use are trademarks of The Canada Life Assurance Company (“Canada Life”). Other marks displayed in this piece are trademarks of a third party, and used with permission or under licence. Canada Life Investment Management Ltd. is a subsidiary of Canada Life.
© 2023 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Morningstar Star Ratings reflect performance of Series 75/75 (P) and are subject to change monthly. The ratings are an objective, quantitative measure of a fund’s historical risk-adjusted performance relative to other funds in its category. Only funds with at least a three-year track record are considered. The overall star rating for a fund is a weighted combination calculated from a fund’s 3, 5, and 10-year returns, as available, measured against the 91-day treasury bill and peer group returns. A fund can only be rated if there are a sufficient number of funds in its peer group to allow comparison for at least three years. If a fund scores in the top 10% of its fund category, it gets 5 stars; if it falls in the next 22.5%, it receives 4 stars; a place in the middle 35% earns a fund 3 stars; those in the next 22.5% receive 2 stars; and the lowest 10% receive 1 star. For more details on the calculation of Morningstar Star Ratings, see www.morningstar.ca.