Our mutual funds are managed by professional portfolio managers who buy the securities in each fund.
Professional fund mangers ensure the securities they buy and the asset classes they invest in are in line with the fund’s investment objective—and yours. Fund managers must have the right education, professional credentials and investment management experience.
To determine suitability for investors, Canada Life Mutual Funds and Canada Life Pathways fund managers are regularly reviewed and monitored for corporate structure, compliance processes, investment style and risk, and investment performance.
Aristotle is an investment management organization backed by an experienced leadership team that has worked together for over 25 years. Their investment teams specialize in U.S., international and global equity portfolios in addition to a variety of fixed income strategies. As of March 31, 2020, Aristotle’s investment teams managed over $28 billion globally.
Established in 1967, Beutel, Goodman & Company Ltd. is a privately owned, independent Canadian investment manager dedicated to creating long-term wealth for institutional, private wealth and retail clients. Beutel Goodman’s fundamental bottom-up value investment philosophy is grounded in a highly disciplined proprietary research process, with a focus on capital preservation, absolute risk reduction and downside protection in declining markets.
Brandywine Global, an independent affiliate of Legg Mason, offers the advantages of an investment boutique backed by the resources and infrastructure of one of the world's leading asset managers. As of March 31, 2020, they have $60 billion of assets under administration.
C WorldWide was founded in 1986. Their vision has always been to be one of the world’s best equity-focused asset management boutiques, specialising in lasting investments through global insights.
Galibier’s investment philosophy is driven by an unwavering belief in valuation driven, bottom-up stock selection. They also employ a long-term investment horizon that enables them to take advantage of opportunities that other managers with a shorter time horizon may not be able to.
Irish Life Investment Management (ILIM) has been working with clients to deliver investment solutions and is entrusted with assets exceeding €80 billion (as of May 13, 2020) across a broad range of asset classes and investment solutions. They work for a wide range of Institutional clients including insurance companies, wealth managers, pension schemes, fiduciary managers and sovereign wealth funds across Ireland, Europe and North America.
JP Morgan Institutional Asset Management is a global leader in asset management, providing capital markets knowledge and investment expertise to clients across every strategic asset class and investment region. With $1.7 trillion in assets under management, the JP Morgan team generates the best risk-adjusted outcomes and deliver the latest investment opportunities.
Mackenzie Investments is one of the largest independent asset managers in Canada, with $186.8B in assets (as of Dec. 31, 2020), 16 investment teams, and offices across the country as well as in Boston, Dublin, London, Hong Kong and Beijing. For more than 50 years, Mackenzie has offered innovative investment solutions and expertise in mutual funds, exchange traded funds (ETFs), alternative investments, private wealth pools and managed solutions.
Northcape Capital is an international boutique fund manager specializing in managing concentrated high-quality equity portfolios. Significant value-added returns since they were established in 2004 has facilitated growth in funds under management to more than $10 billion Australian.
Portfolio Solutions Group (PSG), a division of Canada Life Investment Management Ltd, is responsible for the management and oversight of Canada Life’s multi-asset solutions, including our target date and target risk asset allocation funds. PSG manages approximately $28.6 billion in fund of fund assets (as of Sept. 30, 2020).
Inspired by balance, Putnam Investments practices an active, risk-conscious approach to handling client mandates since the launch of the George Putnam Balanced Fund in 1937. Today, Putnam manages US$ 164 billion (as of May 31, 2020) across a range of funds. The company has more than 200 investment professionals working from offices in Boston, London, Frankfurt, Tokyo, Sydney, Singapore, and Beijing.
From its base in Dublin, Setanta manages more than €10 billion in assets as of July 2018. As value investors, Setanta view themselves as part owners of a business rather than regular traders.
Founded in 1937, Baltimore-based T. Rowe Price is a global investment management organization with more than $1.2 trillion in assets under management as of Jan. 31, 2020. They offer a variety of sophisticated investment planning and guidance tools and their disciplined, risk-aware investment approach focuses on diversification, style consistency, and fundamental research.
Get legal and regulatory disclosure documents about Canada Life Mutual Funds and Canada Life Pathways funds. Your advisor can help you understand what this information means.