Head of Multi-Asset
The Fund aims to achieve capital growth and income over any five-year period, after all costs and charges have been taken, whilst seeking to remain within risk profile 3. The Fund sits in the IA Volatility Managed Sector and its comparator benchmark is the IA Mixed Investment 0-35% Shares Sector.
WS Canlife Diversified Risk Managed III Fund
How the Fund is managed
For further details on the objective and investment policy, visit the Literature section to view fund KIIDs and Prospectus.
The Fund offers a straightforward, well-diversified portfolio consisting of a broad range of global assets, including equities, government and corporate bonds, infrastructure investment trusts and UK property.
Targets stable growth and income
The Fund may be appropriate for investors seeking reasonably stable capital growth and income while also being able to accept some level of risk, in accordance with their risk profile. The Fund may not be appropriate for investors who plan to withdraw their money within five years of investing.
Stable risk profile
The Fund is designed to maintain a stable risk profile through management within specific volatility parameters.
In-house management expertise
By investing in our own cost-effective range of actively managed funds, we are able to draw on the expertise of our in-house fund management teams and their long-term track records in fixed income, equities and property. The fund manager also has the ability to choose other external investment managers if an internal fund is not available or suitable.
This fund is available as part of the Core Range within Canada Life’s Retirement Account solution. Find more information on this here.
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.
To compare a Canada Life Asset Management fund with any other in our range, please click 'add holding' and type the name of the desired funds.