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 aims to achieve long-term capital growth (over at least five years) while seeking to remain within a defined risk band
Risk managed funds
WS Canlife Diversified Risk Managed III Fund
- Launch date 31/01/2017
- Fund size £133m
- Number of holdings 22 funds
- Legal structure OEIC
- Domicile UK
* data as at 28/02/2025
Learn moreWS Canlife Diversified Risk Managed IV Fund
- Launch date 22/03/2019
- Fund size £79.5m
- Number of holdings 25 funds
- Legal structure OEIC
- Domicile UK
* data as at 28/02/2025
Learn moreWS Canlife Diversified Risk Managed V Fund
- Launch date 12/12/2022
- Legal structure OEIC
- Domicile UK
* data as at 28/02/25
Learn moreWS Canlife Diversified Risk Managed VI Fund
- Launch date 28/03/1994
- Fund size £205.2m
- Legal structure OEIC
- Domicile UK
* data as at 28/02/2025
Learn moreWS Canlife Diversified Monthly Income Fund
- Launch date 28/06/2019
- Fund size £75.0m
- Number of holdings: 123
- Legal structure OEIC
- Domicile UK
* data as at 28/02/2025
Learn moreRisk targeted products
WS Canlife Portfolio III Fund
- Launch date 28/11/2013
- Fund size £89.6m
- Number of holdings 33 funds
- Legal structure OEIC
- Domicile UK
* data as at 28/02/2025
Learn moreWS Canlife Portfolio IV Fund
- Launch date 28/11/2013
- Fund size £271.1m
- Number of holdings 37 funds
- Legal structure OEIC
- Domicile UK
* data as at 28/02/2025
Learn moreWS Canlife Portfolio V Fund
- Launch date 28/11/2013
- Fund size £322.0m
- Number of holdings 36 funds
- Legal structure OEIC
- Domicile UK
* data as at 28/02/2025
Learn moreWS Canlife Portfolio VI Fund
- Launch date 28/11/2013
- Fund size £185.2m
- Number of holdings 28 funds
- Legal structure OEIC
- Domicile UK
* data as at 28/02/2025
Learn moreWS Canlife Portfolio VII Fund
- Launch date 28/11/2013
- Fund size £61.7m
- Number of holdings 21 funds
- Legal structure OEIC
- Domicile UK
* data as at 28/02/2025
Learn moreKey resources
Diversified Risk Managed Funds Due Diligence Questionnaire Q3 2024
DMI Fund Due Diligence Questionnaire Q3 2024
Suitability Letter
Latest features & articles
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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.
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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.
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Liberation Day Chaos
Our multi-asset and equities investment teams provide their perspective on the markets.
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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.
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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.
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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.
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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.
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The US presidential election: what next?
We look at the potential impact of Donald Trump’s re-election as US President on the UK and global markets.
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The impact of the Budget
Jordan Sriharan, fund manager, multi-asset, looks at how the changes heralded in the October Budget could affect the main asset classes.
Contact us
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