Head of Multi-Asset
The Fund aims to achieve long-term capital growth and income (over at least five years) while seeking to remain within a defined risk band.
WS Canlife Portfolio 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 may not be appropriate for investors who plan to withdraw their money within five years of making their investment. It may be appropriate for investors whose risk profile shows they have a lower risk appetite and are seeking a stable return with reduced risk to capital in a highly diversified investment that is spread across multiple asset classes. The portfolio invests predominantly in the UK, with some international exposure.
In-house management expertise
By investing mainly 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.
Proven track record
Canada Life Asset Management has many years of proven capability in risk-targeted fund management, having launched similar life and pension funds in March 2008.
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
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.