This universal life insurance investment account is currently linked to the performance of the Canada Life Canadian Focused Small-Mid Cap Fund series A.
The fund seeks above-average long-term capital growth by investing primarily in equities of small and mid-capitalization Canadian companies. It may hold up to 49% of its assets in U.S. investments.
For more information, contact your advisor.
Source: Canada Life Investment Management Ltd.
Annual compound returns (%)
| 1-year | 2-year | 3-year | 4-year | 5-year | 10-year | 15-year | Inception |
|---|---|---|---|---|---|---|---|
| 12.91% | 8.55% | 0.06% | 2.01% | 5.80% | 6.09% | 6.79% | 5.52% |
Calendar year returns (% )
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|
| 12.91% | 4.36% | -14.98% | 8.06% | 22.42% | 24.04% | -12.62% | 1.39% |
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.
TM Trademark of The Canada Life Assurance Company.