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 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

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

Access fund facts and information

View the legal and regulatory disclosure documents for Canada Life Mutual Funds, including the Canada Life Pathways Funds.

Our experts can help you figure out a savings approach that works for your unique needs.

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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.

Folio funds you can choose from