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 managers are regularly reviewed and monitored for corporate structure, compliance processes, investment style and risk, and investment performance.
Founded in 1982, CC&L Investment Management Ltd. is one of the largest independently owned investment management firms in Canada with $59.2 billion in assets under management. Our diverse array of investment services include: equity, fixed income, balanced and alternative solutions including portable alpha, market neutral and absolute return strategies. CC&L Investment Management is part of the CC&L Financial Group, a multi-boutique investment management company whose affiliates collectively manage over $110 billion in financial assets on behalf of institutional and retail clients.
Founded in 1986, Cohen & Steers is a leading global investment manager specializing in real assets and alternative income. Their investing experience includes real estate, infrastructure, natural resource equities, commodities and multi-strategy solutions. As of Dec. 31, 2022, the firm had over $80 billion USD in assets under management. Cohen & Steers is headquartered in New York City, with offices in London, Dublin, Hong Kong, Tokyo and Singapore.
ILIM works 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. They have over $118.1 billion in assets (as of May 13, 2022) across a broad range of asset classes and investment solutions.
Mackenzie Investments is one of the largest independent asset managers in Canada, with $180.5 billion in assets (as of Sept. 30, 2022), 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.
Founded in 1937, Baltimore-based T. Rowe Price is a global investment management organization with more than $1.55 trillion in assets under management as of Oct. 30, 2022. They offer sophisticated investment planning and guidance tools, and their disciplined, risk-aware investment approach focuses on diversification, style consistency, and fundamental research.
Northcape Capital is an international boutique fund manager specializing in managing concentrated high-quality equity portfolios. With significant value-added returns since they were established in 2004, they’ve grown their assets under management to more than $780 million as of Sept. 30, 2022.
Putnam Investments has used an active, risk-conscious approach to handling client mandates since the launch of the George Putnam Balanced Fund in 1937. Today, Putnam manages $157 billion (as of Sept. 30, 2022) with more than 200 with investment professionals working from offices in Boston, London, Munich, Tokyo, Sydney, and Singapore.
Brandywine Global, as a Specialist Investment Manager of Franklin Resources, Inc., offers the advantages of an investment boutique backed by the resources and infrastructure of one of the world's leading asset managers. As of Oct. 30, 2022, they have $52 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. As of March 3, 2022, they have $22.84 billion in assets under administration.
Portfolio Solutions Group (PSG), a division of Canada Life Investment Management Ltd, is responsible for the management and oversight of The Canada Life Assurance Company’s target date and target risk asset allocation funds, two of our multi-asset solutions. PSG manages approximately CAN$32.3 billion in fund of fund assets (as of Dec. 31, 2021).
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 Sept. 30, 2022, Aristotle’s investment teams managed over $50.61 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. As of March 3, 2022, they have $36.45 billion of assets under administration.
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 $2.5 trillion in assets under management (as of Dec. 30, 2021), the JP Morgan team generates the best risk-adjusted outcomes and delivers the latest investment opportunities.
Three partners – Donald Foyston, Peter Gordon and Malcolm Payne – launched Foyston, Gordon & Payne (FGP) in 1980. With a belief in the discipline and success of value style investing, FGP soon developed strong connections with clients based on trust and integrity – backed by disciplined research and analysis of the quality and value of potential investments. They have $4.9 billion in assets under management as of Apr. 1, 2022.
From its base in Dublin, Setanta manages more than $16.6 billion in assets as of May 13, 2022. As value investors, Setanta view themselves as part owners of a business rather than regular traders.
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. As of Oct. 13, 2022, they have $496 million of assets under administration.
Based in Boston, it’s one of the largest investment management firms in the United States, with 40 million individual investors, $9.9 trillion in assets under administration (as of June 30, 2022).
Invesco is an independent investment management firm with specialized investment teams managing investments across a comprehensive range of asset classes, investment styles and geographies. As of Sept. 30, 2022, Invesco managed $1.3 trillion in assets on behalf of clients worldwide.
TD Asset Management provides a wide range of institutional solutions and services to pension plan sponsors, corporations, institutions, endowments, foundations and high-net-worth individuals who choose them for their expertise, innovation and experience. They have $389 billion assets under management (as at Sept. 30, 2022).
Established in 1957, AGF is one of Canada’s premier investment management companies with offices across Canada and subsidiaries around the world. With approximately $38.4 billion in assets under management, AGF serves more than one million investors with diverse products and services (as of Sept. 30, 2022).
Incorporated in 1993, GWLRA is a real estate company focused on growth, committed to sustainability, and dedicated to delivering strong, long-term returns for its clients. GWLRA is a wholly owned subsidiary of The Canada Life Assurance Company, which is owned by Great-West Lifeco Inc. Lifeco is a member of the Power Financial Corporation (Power Financial) group of companies and its direct parent is Power Financial. This division manages approximately $18.78 billion in real estate assets across the globe.
Capital Group is focused on improving people’s lives through successful investing. Founded in 1931 in Los Angeles, California, they have helped investors succeed by remaining true to their values and approach. Today, they manage over $2.7 trillion (as of Jan. 1, 2022). As one of the world's largest investment management organizations, they leverage their size and global scale by seeking to offer good value and devote significant resources to research. Capital International Asset Management (Canada), Inc., which offers Capital Group funds to individual and institutional investors in Canada, is part of Capital Group.
View the legal and regulatory disclosure documents for Canada Life Mutual Funds.