Important information
As of 9th October, Waystone will be the fund ACD and any reference to Link or LF should be taken as WS or Waystone.
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
Diversified Risk Managed Funds Due Diligence Questionnaire Q3 2023
Portfolio Funds Due Diligence Questionnaire Q3 2023
DMI Fund Due Diligence Questionnaire Q3 2023
Benefits of Diversification
Suitability Letter
Latest features & articles
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What does the future of financial advice look like?
Gain valuable insights into the future of advice with the State of Flux report, a comprehensive study conducted in 2023 by AKG and sponsored by Canada Life.
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WS Canlife Property ACS fund statement | Canada Life UK
Following a strategic review by Waystone Management UK Ltd. and Canada Life Asset Management Ltd., we can confirm today that we have begun the process of winding up the WS Canlife Property ACS fund, subject to FCA approval.
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My experience: DEI in real estate
Joanna Turner, Head of Property Research at Canada Life Asset Management, reflects on her experience as a senior woman in the predominately male real estate sector and offers advice to newcomers.
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Theory vs reality
Jordan Sriharan, fund manager, multi-asset, examines why economic theory has diverged so sharply from reality – and how long we could expect this to remain the case
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Q&A with KJ Sinha
KJ Sinha, fund manager, fixed income, talks about his approach
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The role of fixed income instruments in liquidity funds
Liquidity funds have been a popular choice for investors in 2023 as they offer significantly more capital stability than longer-dated fixed income funds, generous yields of c. 5% and the ability to put cash back in the market quickly with T+1 settlement.
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Q&A with Steve Matthews
Steve Matthews, fund manager, LF Canlife Sterling Liquidity Fund; LF Canlife Sterling Short-Term Bond Fund talks about his approach
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The end of inflation – but the start of growth concerns
As markets digest the impact of the peak in inflation, what comes next? Mike Willans and Bimal Patel consider the outlook for the real economy.
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Generating income and capital growth – never the two shall meet?
It is a commonly held belief that investors must target either income or capital growth, but that both in a single portfolio would be the investment equivalent of ‘having one’s cake and eating it’. But this need not be the case.
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