Folio funds
Different mutual funds to achieve unique goals
Whether you want to minimize the impact of taxes, draw an income or something else, you have options with our mutual funds.
What are folio funds?
Folio funds are designed to make saving simple. They combine investments in different types of assets, countries and management styles into one fund to match your comfort with risk.
Folio funds are:
Easy to choose
Pick one folio fund that matches your comfort with risk. That’s it!
Managed to minimize risks
These funds are made up of different types of investments to help manage a variety of risks, including market ups and downs.
Hands off
Professionals manage and regularly adjust each fund’s investment mix to match your comfort with risk.
Folio funds you can choose from
| Fund name | What it invests in |
Fund objectives | Ideal investor |
|---|---|---|---|
| Canada Life Diversified Fixed Income Folio Fund |
Fixed income securities, either directly or through other mutual funds |
Income with the potential for long-term capital growth |
Medium to long-term investors who can handle the volatility of bond markets and have a low risk tolerance |
|
Canada Life Conservative Folio Fund |
75% fixed income securities, 25% equities |
Regular income with low volatility, long-term capital growth |
Investors who are concerned about market volatility and prefer a regular income stream |
|
Canada Life Moderate Folio Fund | 60% fixed income securities, 40% equities |
Income while also allowing for long-term capital appreciation | Investors who are willing to accept some market ups and downs to achieve some long-term investment growth and prefer more income than growth |
| Canada Life Balanced Folio Fund | 40% fixed income securities, 60% equities |
A balance between income and capital appreciation over the long term | Investors who prefer investment stability but understand market volatility is necessary to achieve long-term growth |
| Canada Life Advanced Folio Fund | 20% fixed income securities, 80% equities | Long-term capital growth and some income | Investors who want long-term growth and some protection from market volatility |
| Canada Life Aggressive Folio Fund | 100% equities | Long-term capital growth | Investors who want long-term growth and aren’t worried when markets go up and down |
Get mutual fund facts and details
It’s important to make informed financial decisions with the help of your advisor. Through Fundata, you can learn more about our funds with these reports:
- Check the historical performance of your specific fund, under Resources, select the first icon
- Explore the top holdings of a specific fund, plus it’s risk rating, and asset, geographic and sector allocations, under Resources select the second icon
- Access the fund facts for your specific mutual fund with performance history, holdings, risks and costs, under Resources select the third icon
Meet our mutual fund managers
It’s important to know who is managing your money. Our mutual fund managers are regularly reviewed and monitored for corporate structure, compliance processes, investment style and risk and investment performance.
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Explore more types of mutual funds
Canada Life Mutual Funds and Canada Life Pathways funds available through a mutual fund managed by Mackenzie Financial Corporation offered exclusively through Quadrus Investment Services Ltd. Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.