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U.S. equity funds

Different 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.

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What are U.S. equity funds?

With a tendency to have more risk than balanced funds, U.S. equity funds invest primarily in U.S. stocks.

U.S. equity funds you can choose from
Fund name
What it invests in
Fund objectives
Ideal investor
Canada Life U.S. Low Volatility Fund (Putnam)
Primarily U.S. equities
Long-term capital growth with low volatility
Medium to long-term investors who can handle stock market fluctuations and have low a medium risk tolerance
Canada Life U.S. Value Fund (Putnam)
Primarily equities U.S. corporations
Above-average total return
Medium to long-term investors who can handle stock market volatility and have a medium risk tolerance
Canada Life U.S. Dividend Fund (GWLIM)
Primarily in dividend income-producing U.S. equities that offer above average yields, and/or potential for growing their yields
Long-term capital growth and dividend income 
Medium to long-term investors who can handle stock market volatility and have a medium risk tolerance
Mackenzie U.S. Small-Mid Cap Growth Class
Primarily equities of small to mid-capitalization U.S. companies
Long-term capital growth and a reasonable rate of return
Medium to long-term investors who can handle the volatility of stock markets and have a medium risk tolerance
Mackenzie U.S. All Cap Growth Fund
Primarily equities of U.S. companies of any size
Long-term capital growth
Medium to long-term investors who can handle the volatility of stock markets and have a medium risk tolerance
Canada Life American Equity Fund (Beutel Goodman)
Primarily in common stocks and other equity securities of U.S. issuers
Long-term capital enhancement
Long-term investors who can handle stock market volatility and have a medium risk tolerance
Canada Life U.S. Equity Fund (London Capital)
Primarily in large-cap U.S. stocks with above-average growth potential
Long-term capital appreciation
Long-term investors who can handle stock market volatility and have a medium risk tolerance
Canada Life US Mid Cap Opportunities Fund
Primarily in equities of mid-capitalization companies in the U. S.
Long-term capital growth and a reasonable rate of return
Medium to long-term investors who can handle the volatility of stock markets and have a medium risk tolerance
Canada Life Pathways U.S. Equity Fund
Primarily in equities of U.S. corporations
Above average total return
Medium to long-term investors who can handle the volatility of stock markets and have a medium risk tolerance
Canada Life Pathways U.S. Concentrated Equity Fund
Primarily in equities of U.S. corporations
Maximize long-term capital appreciation
Medium to long-term investors who can handle the volatility of stock markets and have a medium risk tolerance

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
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Detailed fund information

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.

Meet our 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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Talk to an advisor to start investing today.

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.