Canada Life Sustainable Portfolios
Invest for returns while helping to reshape the future
Your investments can make a positive change for the world while also helping you reach your financial goals.
Purpose driven
Invest in companies that demonstrate strong environmental, social and governance practices.
Performance focused
These portfolios navigate challenging markets while seeking to deliver stronger risk-adjusted return potential.
Collective thinking
Our fund management partners harness the expertise of more than 1,000 people who look after your money.
What are Canada Life Sustainable Portfolios?
Canada Life Sustainable Portfolios are diversified all-in-one investment solutions that look to invest in companies that strive to make a positive contribution to society and the environment. They limit investments in companies with damaging or unsustainable business practices. These portfolios are one way we’re helping Canadians invest responsibly while working toward reaching their financial goals.
How the asset mix works for you
Canada Life Sustainable Portfolios support a more sustainable future through portfolio management with a responsible investing focus. Think of it as easily balancing purpose with performance.
Responsibly focused
Invest in companies that follow strong environmental, social and governance (ESG) principles and avoid those that don’t.
Globally diversified
To deliver the potential to increase returns and lower expected volatility.
Actively managed
Actively managed to navigate market ups and downs, strive to help protect your money during downturns and work to capture gains when markets rise.
Tactically tilted
Allows portfolios to respond to opportunities and threats at various market stages to account for market developments over shorter timeframes.
Professionally monitored and rebalanced
Helps keep portfolio asset allocations aligned with sustainable investing objectives.
How to tell if a sustainable portfolio is right for you
Your values define you – what you buy, where you shop and work must show commitment to the greater good to gain a share of your heart, mind and wallet.
Taking a sustainable approach to investing can help enhance risk and return characteristics. Looking beyond a company’s financial statements to their ESG practices can help build stronger portfolios.
Choose the right Sustainable Portfolio for your needs
There are three Canada Life Sustainable Portfolios that align with the type of investor you are.
Who it’s for | Asset allocation | |
|---|---|---|
| Canada Life Sustainable Conservative Portfolio |
For anyone looking to generate a moderate level of income with the potential for some long-term capital growth. | Equity 0 to 45% Fixed income 55 to 100% |
| Canada Life Sustainable Balanced Portfolio |
For anyone looking to generate a balance of income and long-term capital growth. | Equity 35 to 65% Fixed income 35 to 65% |
| Canada Life Sustainable Growth Portfolio |
For anyone looking to generate long-term capital growth with some income. | Equity 55 to 95% Fixed income 5 to 45% |
Canada Life Sustainable Portfolios are available through a segregated fund policy and a group variable annuity policy issued by The Canada Life Assurance Company in November 2021 and as mutual funds managed by Canada Life Investment Management Ltd. As of September 2021.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.
