Head of Multi-Asset
The Fund aims to provide a monthly income from investments that provide dividends, interest payments and rental income, together with potential for long-term capital growth (at least five years).
WS Canlife Diversified Monthly Income Fund
Property - 0-20%
Equities - 25-55%
Government and corporate bonds - 30-70%
How the Fund is managed
For further details on the objective and investment policy, visit the Literature section to view fund KIIDs and Prospectus.
Retirement solution with monthly income
The increased flexibility in options for taking income at retirement has prompted more people to consider new opportunities. This fund aims to provide investors with both a regular monthly income and the prospect of long-term capital growth. There is also potential for a quarterly uplift in income if investment returns permit. The Fund may not be appropriate for investors who plan to withdraw their money within five years of making their investment.
Diversified global investments
The Fund is invested across a broad range of asset classes including equities, bonds and property, and in a wide range of geographic regions, sectors and companies. This level of diversification allows the fund manager to access more investment opportunities while also spreading risk.
A focus on quality
The fund manager focuses on identifying equity investments that are backed by robust business models, strong balance sheets and market share, together with the ability to provide stable or growing dividends and other income streams. When selecting fixed income securities the focus is on the underlying fundamentals and strength of the balance sheets of the companies with a target of optimising risk adjusted returns
This fund is available as part of the Core Range within Canada Life’s Retirement Account solution. For more information on this visit here.
The value of investments may fall as well as rise and investors may not get back the amount invested
The fund 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 fund(s). Subscription for shares and buying units in the fund must only be made on the basis of the latest Prospectus and the Key Investor Information Document (KIID) available in the Literature section
Head of Multi-Asset
Fund Manager, Multi-Asset
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