The Canada Life Mutual Funds are managed by Canada Life Investment Management Ltd. (CLIML), and effective July 17, 2024, are offered exclusively through Quadrus Investment Services Ltd., IPC Investment Corp. and IPC Securities Corp..
In the past, low interest rates overshadowed fixed income benefits. But the tide has now shifted for this important asset class amid the central bank's attempt to fight sticky inflation. Bonds and fixed income funds can provide an effective way to help diversify portfolios while offering stability and a steady income stream.
We've developed a data-driven report to equip you with insights and help capitalize on the positive momentum for bonds.
- The bigger picture: bonds are at an inflection point
- Periods following central bank rate cuts are historically positive for fixed income
- Reversing an inverted yield curve: a historic opportunity
- How sensitive is a bond portfolio to interest rates?
- The road ahead: the importance of diversification and active management
- Five takeaways about bonds
Here are five key takeaways about fixed income investing.
Canada Life Balanced Portfolio: A portfolio fund aiming to provide a balance between income and long-term growth. This fund is intended for investors who want investment income and want their money to grow over time.
Canada Life Moderate Portfolio: A portfolio fund aiming to provide income while also allowing for long-term growth. This fund is intended for investors who want to invest in both fixed-income funds and equity funds.
Canada Life Diversified Fixed Income Portfolio: A fixed-income fund seeking to provide regular income with low volatility. This fund is intended for investors who are seeking to protect their money from inflation while also protecting it from large swings in the market.
Two other must read reports
Value investing
Dividend investing
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Disclaimers:
This material is intended for advisors and investment professionals.
The views expressed in this commentary are those of this investment manager as at the date of publication and are subject to change without notice. The content of this webpage (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.
These funds are available through a segregated funds policy issued by The Canada Life Assurance Company or as a mutual fund managed by Canada Life Investment Management Ltd. offered exclusively through Quadrus Investment Services Ltd., IPC Investment Corporation and IPC Securities Corporation. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. 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 policy owner and may increase or decrease in value.
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