Risk-targeted and Risk-managed Multi-Asset funds

Our actively managed, globally-diversified multi-asset funds are designed to help advisers 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.

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 more

WS 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 more

WS Canlife Diversified Risk Managed V Fund

  • Launch date 12/12/22
  • Legal structure OEIC
  • Domicile UK

* data as at 30/06/23

Learn more

WS Canlife Diversified Risk Managed VI Fund

  • Launch date 24/02/23
  • Legal structure OEIC
  • Domicile UK

* data as at 30/06/23

Learn more

WS Canlife Diversified Monthly Income Fund

  • Launch date 01/07/19
  • Fund size £43.6m
  • Number of holdings: 115
  • Legal structure OEIC
  • Domicile UK

* data as at 30/06/23

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Risk 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

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WS 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

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WS 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 more

WS 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 more

WS 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 more

Key resources

Diversified Risk Managed Funds Due Diligence Questionnaire Q2 2024

DMI Fund Due Diligence Questionnaire Q2 2024

Contact us

Elma Aljkanovic

Business Development Manager

07435 790 462

elma.aljkanovic@canadalife.co.uk 

The value of investments may fall as well as rise and investors may not get back the amount invested.

 The funds may invest in property funds that may be illiquid and subject to wide price spreads, both of which can impact the value of the fund. The value of the property is based on the opinion of a valuer and is therefore subjective.

This page is for information only. It does not constitute a direct offer to anyone, or a solicitation by anyone, to subscribe for shares or buy units in funds. Subscription for shares and buying units in the fund(s) must only be made on the basis of the latest Prospectus and the Key Investor Information Document (KIID) available in the literature section for each fund.

 

Approved on 30/05/2024