This universal life insurance investment account is based on the blended performance of the designated funds that compose this profile .
For more information on the designated funds, please refer to the information on the specific designated funds.
The fund’s objective is to provide a balance between income and long-term growth of your investment. The designated funds invest in a broad range of fixed-income investments and, equities issued by Canadian and foreign corporations, and in cash and short-term securities. It generally holds 55%-65% of its assets in equities and 35%-45% in fixed income securities
Fund composition:
- Fidelity Global – 3%
- Dynamic Power Canadian Growth – 4%
- Mackenzie Bluewater Global Growth – 6%
- Mackenzie Corporate Bond – 6%
- Invesco Canadian – 6.5%
- CI Canadian Balanced – 10%
- Invesco Global Companies – 11%
- Franklin Clearbridge Canadian Equity – 11%
- Invesco EQV Canadian Premier Growth Class – 11%
- Franklin Canadian Core Plus Bond – 12%
- Canada Life Canadian Core Plus Bond Fund – 19.5%
Designated funds are rebalanced by Canada Life as needed to adhere to the Balanced Profile objectives.
For more information, contact your advisor.
Source: Canada Life
Annual compound returns (%)
| 1-year | 2-year | 3-year | 4-year | 5-year | 10-year | 15-year | Inception |
|---|---|---|---|---|---|---|---|
| 13.36% | 12.23% | 3.86% | 5.85% | 5.96% | 5.11% | 5.72% | 5.16% |
Calendar year returns (% )
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|
| 13.36% | 11.11% | -11.06% | 12.07% | 6.40% | 14.19% | -5.87% | 6.32% |
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.