This universal life insurance investment option is currently linked to the performance of the Franklin Canadian Core Plus Bond series A.
The fund's high current income and some long-term capital appreciation by investing primarily in Canadian federal and provincial government, and corporate bonds, debentures and short-term notes. The Fund may invest up to 25% of its assets in non-investment grade debt instruments. The Fund may invest up to 30% of its assets in debt instruments issued in foreign currencies, including those issued in either developed or emerging markets currencies. It may exceed this threshold from time to time.
For more information, contact your advisor.
Source: Morningstar.
Annual compound returns (%)
| 1-year | 2-year | 3-year | 4-year | 5-year | 10-year | 15-year | Inception |
|---|---|---|---|---|---|---|---|
| 4.30% | 5.43% | -1.00% | -1.15% | 0.54% | 1.59% | 2.53% | 3.40% |
Calendar year returns (% )
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|
| 4.30% | 6.56% | -12.71% | -1.60% | 7.60% | 7.16% | -0.60% | 2.92% |
After deducting any applicable MERs but prior to deducting any applicable investment account fee.
Financial information provided by Morningstar.
The indicated rates of return include reinvestment of all distributions. When you select this investment account\, you do not acquire an interest in this designated fund or purchase any units or legal interest in any security.
Investment accounts with varying returns produce interest rates that may be positive or negative. Past performance is not an indicator of future returns.
Any applicable investment account fees are subject to change at Canada Life's discretion with notification.
Canada Life will not be liable for any loss, or damages whatsoever, whether directly or indirectly incurred, arising out of the use or misuse of errors or omissions in any information contained in this commentary. The data provided in this commentary is for information purposes only and, except where otherwise indicated, is current as of Dec 31, 2024.
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