WS Canlife Portfolio Fund Range
A range of multi asset solutions focused on matching investment returns to a defined level of risk. The asset allocation is adhered to so that investors can take comfort that the risk level will always stay the same.
Where a deep understanding of risk and reward makes the difference
We’re committed to building long-term relationships that last, whatever your clients’ end goals.
Core to our investment approach is understanding yours and your clients’ needs, so we can effectively manage the balance of investors’ risk and reward appetites.
Our key advisory products include a monthly income fund, and two ranges offering varying levels of risk exposure that are managed within specific volatility or risk parameters.
The value of investments may fall as well as rise and investors may not get back the amount invested.
Investment choices for clients in decumulation
Find further information on decumulation risks and different strategies based on clients' needs
Our key Advisory products
WS Canlife Diversified Risk Managed Range
A range of multi asset solutions designed to maximise returns while remaining within defined risk boundaries. The funds take our risk management expertise together with a tactical overlay with an aim to benefit from shorter term market trends.
WS Canlife Diversified Monthly Income Fund
A diversified portfolio of income-generating assets, including global company shares, international government and corporate bonds, as well as property. The fund aims for a yield of a least 4% while targeting a minimum monthly income to the investor.
Latest features & articles
-
Options for a multi-strategy approach at retirement
Decumulation strategies for the evolving needs of retirees
-
Considering Decumulation Strategies
A single decumulation strategy often falls short of addressing the myriad risks that can erode retirement savings over time. We explore different strategies that can be considered when defining a retirement plan, with varying levels of flexibility, complexity and certainty of income.
-
IG Group: a strategic holding amid market volatility
Held in our WS Canlife Diversified Monthly Income Fund, WS Canlife UK Equity Fund, WS Canlife UK Equity Income Fund and WS Canlife UK Equity & Bond Fund portfolios, online trading group IG Group has maintained a leading position in the well-received services through its advanced online platform.
-
Taking stock of Q1 2025
Craig Rippe, Head of Multi-Asset, considers the impact of the new US protectionism on the global economy and looks at the risks and potential opportunities for markets.
-
Liberation Day Chaos
Our multi-asset and equities investment teams provide their perspective on the markets.
-
China: The Time is Now
Mike Willans, Head of Equities, examines potential opportunities within Chinese equities in light of recent market and Chinese policy developments.
-
Reshaping the WS Canlife Portfolio III-VII Fund range for 2025
The multi-asset investment team explain how they have changed the strategic asset allocation for the range in response to shifts in the global macroeconomic picture.
-
Reaching new heights: the £1bn milestone
As the WS Canlife Sterling Liquidity Fund achieves £1bn in assets under management, we explore the investment process used by fund manager Steve Matthews and his team.
-
Yum China: November stock of the month
Discover our November stock of the month - Yum China, as a standout investment opportunity in the fast-food industry in China.
Other investment capabilities
Property
Diversify through UK commercial property assets
Contact us
Quarterly market update webinar: Q2 2025
Join Jordan Sriharan, Rino Shala and KJ Sinha as they look at how the incoming changes from the US administration are having a ripple effect, from European equities through to global debt markets.