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 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 funds
  • Legal structure OEIC
  • Domicile UK

* data as at 30/06/23

Learn more

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

Learn more

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

Learn more

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 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

Contact us

Elma Aljkanovic

Business Development Manager

+44 (0)7435 790 462

elma.aljkanovic@canadalife.co.uk