This universal life insurance investment account is currently linked to the performance of the Fidelity NorthStar® Fund series A.
The Fund managers examine each company's potential for success in light of its current financial condition, its industry position, and economic and market conditions. When deciding whether to invest in a company, they consider factors like the value of the company relative to its market price and its growth and earnings potential. They also consider investment in companies that are in special situations such as those experiencing restructurings, regulatory changes, financial difficulty, or management changes. They choose companies that they believe offer the potential for growth over the long term and whose shares trade at prices reflecting attractive valuations.
For more information, contact your advisor.
Source: Fidelity Investments Canada
Annual compound returns (%)
| 1-year | 2-year | 3-year | 4-year | 5-year | 10-year | 15-year | Inception |
|---|---|---|---|---|---|---|---|
| 20.74% | 17.45% | 8.78% | 8.48% | 10.66% | 7.61% | 9.18% | 7.67% |
Calendar year returns (% )
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|
| 20.74% | 14.25% | -6.67% | 7.56% | 19.82% | 4.70% | -5.31% | 3.92% |
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.
TM Trademark of The Canada Life Assurance Company.