This Canada Life universal life insurance investment account with varying returns is linked to the performance of the Leith Wheeler Balanced Fund.
The Fund seeks to provide a relatively stable, above-average long‐term rate of return, through a balanced portfolio of equities and fixed income securities.
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 |
|---|---|---|---|---|---|---|---|
| 11.96% | 10.93% | 5.09% | 7.13% | 6.98% | - | - | 6.77% |
Calendar year returns (% )
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|
| 11.96% | 9.91% | -5.69% | 13.51% | 6.38% | 12.55% | -5.16% | 7.97% |
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.