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| | There are many factors that go into who you choose to do business with, and you have lots of options. That’s why we’re continuing to invest in our segregated fund offering. | We’re making changes to provide the products and performance you and your clients can count on. And with digital segregated fund account opening coming soon, it’ll be easier to do business than ever before.
All changes are effective as of Oct. 23, 2023. | In turbulent times, we’re targeting an annual return of at least 4% for your clients invested in the Canada Life Money Market segregated fund
From now until April 23, 2024, we’re waiving part of the management fees on the Canada Life™ Money Market segregated fund to help ensure your clients get at least 4% back on their investment, annually.1 This gives your clients the best of both worlds: - Security, stability and somewhere they can put their money, where they get the benefits of a segregated funds contract and a targeted return of 4% annually.2
- Access to the markets through short-term investments, so they can move into other funds quickly and easily as the markets change.
Your clients get this without any negative impact to your compensation. And if they’re already getting more than a 4% net return, they’ll continue to get that higher return. This offer is available exclusively for Canada Life Segregated Funds, and can be used in conjunction with our FEL, CB2 and CB4 sales charge options.3 Usual administrative processes apply.
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| | Build more resilient portfolios with our Diversified Real Assets fund
The Diversified Real Assets fund, which aims to thrive in inflationary environments, has been added to our segregated fund shelf. It blends four real asset classes with short-term fixed income securities and real bonds to help navigate market ups and downs.
Learn more about the new fund and sub-advisor, Cohen & Steers. |
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| | Help Canadians invest in a way that aligns with their values
Given the demand for more sustainable investing solutions, five of the underlying funds from Canada Life Sustainable Portfolios™ are now available as standalone responsible investment branded segregated funds. Now, you have the flexibility to pick specific funds to build a customized portfolio that aims to meet clients’ financial needs and align with their values, while also encouraging better outcomes for a more sustainable world. | | Add relevant investment options to your clients’ portfolios
The award-winning Emerging Markets Equity fund has been reopened, and a new fund, Global Small-Mid Cap Growth, has been added to our segregated fund line-up, giving you strong and relevant options to help build portfolios. | | Goodbye Pathways brand
New names. Same competitive funds. We’ve streamlined our fund names by renaming 12 Canada Life segregated funds to remove the Pathways brand, making our fund shelf even more cohesive and easier to navigate. | |
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| | | | Celebrating segregated fund updates and our three-year anniversary with ILIM
As we continue to invest in our segregated fund offering with new funds, new names and a new way of doing business, it’s important to stop and smell the roses. Irish Life Investment Managers (ILIM) has been on the Canada Life shelf for three years, and has expertly managed Canada Life Risk-Managed Portfolios™ through shifting market conditions.
Instead of getting an anniversary bouquet, we’ll be spending quality time together. Darragh O’Dowd, Head of the Multi-Asset Solutions Team at ILIM, will be joining us at our Portfolio Manager Connect Series event on Nov. 9. He’ll talk about the performance of Risk-Managed Portfolios and the proprietary portfolio modelling framework that allows them to weather different economic scenarios. Register today. |
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| | | | | Coming soon: Canada Life digital segregated fund application!
To help you run your business smoothly, we're bringing you a brand new digital application. Available exclusively through Workspace, the digital experience will help make processing Canada Life segregated fund applications even easier for you. |
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| | 1 We cannot guarantee an annualized return of 4% or higher (as the return of the fund fluctuates daily, dependent on the return of the underlying portfolio), but it is our intention to achieve the 4% target rate by waiving part of the management fee of each fund class by an amount that would achieve at least the 4% target rate at the time the waiver is established. We will not waive more than the full amount of fees that we collect.
2 Minimum 4% return is net of fees.
3 We reserve the right to revise and/or cancel this rate at any time. We may, at our discretion, at any time and without prior notice, increase or decrease the amount of the money market management fee waived, which will therefore affect the rate of return.
4 As rated by Morningstar as of Sept 30, 2023.
These funds are available through a segregated funds policy issued by The Canada Life Assurance Company. Any amount that is allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value. Make your investment decisions wisely. A description of the key features of Canada Life's individual variable insurance contract is contained in the information folder, available from your advisor.
Canada Life and design, Canada Life Investment Management and design, and other marks followed by the ™ symbol at first time of use are trademarks of The Canada Life Assurance Company (“Canada Life”). Other marks displayed in this piece are trademarks of a third party, and used with permission or under licence. Canada Life Investment Management Ltd. is a wholly owned subsidiary of Canada Life.
© 2023 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. | |
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