Risk-targeted and Risk-managed Multi-Asset funds
Our actively managed, globally-diversified multi-asset funds are designed to help our investors and their clients meet their objectives through long-term capital growth and/or income.
We offer:
- A monthly income fund, the WS Canlife Diversified Monthly Income Fund, for those looking for a steady income on a monthly basis.
- The WS Canlife Diversified Risk Managed Fund range, consisting of four funds, each of which maintains a specific risk profile through management within defined volatility parameters.
- Five risk-targeted WS Canlife Portfolio Funds that are managed to specific strategic asset allocations defined by investment research agency Dynamic Planner.
All our multi-asset funds are available as a part of the Core Range offered by Canada Life’s The Retirement Account.
Risk managed funds
WS Canlife Diversified Risk Managed III Fund
- Launch date 31/07/17
- Fund size £154.2m
- Number of holdings 18 funds
- Legal structure OEIC
- Domicile UK
* data as at 30/06/23
Learn moreWS Canlife Diversified Risk Managed IV Fund
- Launch date 22/03/19
- Fund size £97.7m
- Number of holdings 18 funds
- Legal structure OEIC
- Domicile UK
* data as at 30/06/23
Learn moreWS Canlife Diversified Risk Managed V Fund
- Launch date 12/12/22
- Legal structure OEIC
- Domicile UK
* data as at 30/06/23
Learn moreWS Canlife Diversified Risk Managed VI Fund
- Launch date 24/02/23
- Legal structure OEIC
- Domicile UK
* data as at 30/06/23
Learn moreWS Canlife Diversified Monthly Income Fund
- Launch date 01/07/19
- Fund size £43.6m
- Number of holdings 115 funds
- Legal structure OEIC
- Domicile UK
* data as at 30/06/23
Learn moreRisk targeted products
WS Canlife Portfolio III Fund
- Launch date 28/11/13
- Fund size £97.1m
- Number of holdings 21 funds
- Legal structure OEIC
- Domicile UK
* data as at 30/06/23
Learn moreWS Canlife Portfolio IV Fund
- Launch date 28/11/13
- Fund size £266.8m
- Number of holdings 24 funds
- Legal structure OEIC
- Domicile UK
* data as at 30/06/23
Learn moreWS Canlife Portfolio V Fund
- Launch date 28/11/13
- Fund size £255.4m
- Number of holdings 24 funds
- Legal structure OEIC
- Domicile UK
* data as at 30/06/23
Learn moreWS Canlife Portfolio VI Fund
- Launch date 28/11/13
- Fund size £132.7m
- Number of holdings 19 funds
- Legal structure OEIC
- Domicile UK
* data as at 30/06/23
Learn moreWS Canlife Portfolio VII Fund
- Launch date 28/11/13
- Fund size £46.7m
- Number of holdings 18 funds
- Legal structure OEIC
- Domicile UK
* data as at 30/06/23
Learn moreKey resources
Diversified Risk Managed Funds Sales Aid - Adviser
Update in progress
Portfolio Funds Sales - Adviser
Update in progress