*CE accreditation for this on-demand event recording is pending approval. To receive CE credit, you must watch the recording and complete an assessment.
This series is for advisors only. The Canada Life Portfolio Manager Connect Series is intended to focus on mutual funds and segregated funds available to individual customers. The funds/mandates discussed may not be available through a group variable insurance contract, or where they are available may differ from the funds described in this presentation.
Some of the awarded funds are former Great-West Life or London Life funds; however, these mandates are on the Canada Life segregated fund shelf as well. As of Jan. 1, 2020, The Great-West Life Assurance Company, London Life Insurance Company, and The Canada Life Assurance Company became one company – The Canada Life Assurance Company. As a result, all segregated fund policies and contracts that were with Great West Life or London Life are now with Canada Life.
FundGrade A+ is a registered trademark in Canada of Fundata Canada Inc. Fundata Canada Inc. has been providing data aggregation and dissemination services to the Canadian media and financial marketplace since 1987. Fundata is a major provider in the distribution of fund and stock information in Canada.
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.
These funds are available through a segregated funds policy issued by The Canada Life Assurance Company. Make your investment decisions wisely. Any amount that is allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value. A description of the key features of Canada Life's individual variable insurance contract is contained in the information folder.
Canada Life and design, Canada Life Investment Management and design, and other marks followed by the TM 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.
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