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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
Access fund facts and informationOpens a new website in a new window - Opens in a new window

Legal and regulatory documents

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

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. 

Let’s build a plan that works for you.

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

Already have an advisor? Get in touch.

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.