May 29, 2023
The Investment Manager Research (IMR) team oversees the investment managers of Canada Life’s mutual and segregated funds. They monitor, evaluate and rate the funds and their investment managers. This helps to ensure the investment managers and funds on our platform are relevant and competitive, so you can feel confident you’re providing the right investment solutions to your clients.
Galibier announced the departure of Lauree Wheatley - portfolio manager on Pathways Canadian Concentrated Equity mandate. Galibier will onboard another portfolio manager to replace Lauree effective June 1. This individual will work alongside Joe Sirdevan, portfolio manager and CIO of the firm. Lauree’s responsibilities have been transitioned to other members of the investment team.
The IMR team will continue to monitor the fund with this announcement.
The fund’s benchmark, fee, investment objective and style remain unchanged and no action is required.
|
Fund name (segregated and mutual fund) |
Portfolio managers prior to the announcement
|
Portfolio manager effective immediately
|
|---|---|---|
|
|
Joe Sirdevan, Lauree Wheatley |
Joe Sirdevan |
The views expressed in this update are current as of May 29, 2023 and are subject to change without notice. This update is presented only as a general source of information and is not intended as a solicitation to buy or sell specific investments, nor is it intended to provide tax or legal advice.
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. 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 policyowner and may increase or decrease in value.
Canada Life and design, and Canada Life Investment Management and design are trademarks of The Canada Life Assurance Company.